Renewables & Solar — live heat map & members
8 names · combined market cap $244B · part of the Energy Trade 68-name universe
The renewables complex spans panel and equipment makers (First Solar, Enphase, SolarEdge, Nextracker, Array), a rooftop installer (Sunrun), and owners of operating wind and solar farms (Brookfield Renewable, and NextEra — which is also a huge Florida utility). These are very different businesses traded as one theme, and the theme is brutally sensitive to two things: interest rates, because projects and rooftop loans run on debt, and policy, because tax credits and tariffs can rewrite the economics overnight. Dispersion inside the group is enormous — a manufacturer with a fat US order book and an installer bleeding cash can sit side by side. Check margins, funding costs and policy exposure name by name before treating any move as a sector signal.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| NEE | NextEra Energy, Inc. | Utilities - Regulated Electric | -1.15% | $181B |
| FSLR | First Solar, Inc. | Solar | +2.44% | $23B |
| BEP | Brookfield Renewable Partners L | Utilities - Renewable | +0.61% | $16B |
| NXT | Nextpower Inc. | Solar | -7.25% | $14B |
| ENPH | Enphase Energy, Inc. | Solar | +0.43% | $5.0B |
| SEDG | SolarEdge Technologies, Inc. | Solar | -1.34% | $2.5B |
| RUN | Sunrun Inc. | Solar | +3.05% | $2.3B |
| ARRY | Array Technologies, Inc. | Solar | +2.76% | $0.8B |
Other themes: Oil & Gas Majors · Shale & E&P · Oilfield Services · Midstream & LNG · Refining & Downstream · Nuclear & Uranium · Grid, Storage & Electrification · Power & IPPs
See all names on the energy stocks bubble map, or watch the whole sector live on the terminal.
Seed market caps are approximate and public; live values refresh on the map above and on each ticker page (delayed ~15 min). Membership follows the Energy Trade universe. "Hot" means attention, not direction. Education, not financial advice.