Solar
Companies in the “Solar” market theme.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions −0.6pp, 21 sessions −6.4pp, 63 sessions −26.3pp. Participation 27%; 10 of 11 members eligible.
- 21-session excess -6.4pp
- 63-session excess -27.8pp (robust)
Economic family: Energy
Member companies
- Shoals Technologies Group, Inc. (SHLS)
- First Solar, Inc. (FSLR)
- SolarEdge Technologies, Inc. (SEDG)
- Enphase Energy, Inc. (ENPH)
- Nextpower Inc. (NXT)
- Sunrun Inc. (RUN)
- Canadian Solar Inc. (CSIQ)
- Array Technologies, Inc. (ARRY)
- JinkoSolar Holding Company Limi (JKS)
- SOLV Energy, Inc. (MWH)
- T1 Energy Inc. (TE)
Related themes
- Oil & Gas E&P: Leading — 21-session vs SPY +11.3pp, participation 89%
- Oil & Gas: Leading — 21-session vs SPY +8.9pp, participation 91%
- Oil & Gas Integrated & Refining: Leading — 21-session vs SPY +7.2pp, participation 80%
- Oil & Gas Equipment & Services: Neutral — 21-session vs SPY +1.5pp, participation 80%
- Nuclear / Uranium: Lagging — 21-session vs SPY −11.4pp, participation 14%
- Oil & Gas Midstream: Tracked (too few stocks for a leadership state) — 21-session vs SPY +8.3pp, participation 100%