Watchlist / ev-clean-energy

watchlist

Watchlist / ev-clean-energy

current roster plus event stream

symbols 21 events 616 latest

EV makers + clean energy + related ETFs. Solar tracking (NXT Nextracker), industrial energy storage/batteries (ENS EnerSys). Lithium pure-plays added 2026-05-10 from research/threads/2026-05-10-lithium-breakout-coordinated-basket.md: ALB Albemarle ($24B mcap, US-listed, LFP cathode capacity, +258% in 12 months) and SQM Sociedad Química y Minera ($26B Chilean lithium major, royalty/brine model, +165% in 12 months). Coordinated basket with LIT ETF at 52wk high. Coverage gap surfaced via monster-etf-scan v2.

Showing 120 of 616 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.7%-1.4%-8.3%-18.3%-0.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.1%-2.5%-10.4%-21.4%-16.5%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 4/21 up

trend: 2 up · 0 flat · 19 down · avg RSI 42 · 5% above SMA200 · covered 21/21

contributors

NXT+0.2pp+4.5%
BE+0.2pp+4.2%
TSLA+0.2pp+4.0%
ENS+0.0pp+0.4%
LI-0.1pp-3.1%

detractors

TE-1.5pp-31.0%
PLUG-1.1pp-22.6%
ALB-0.9pp-19.6%
SQM-0.7pp-15.3%
RIVN-0.6pp-12.8%

Holdings

TSLA $382.70 +4.0% 30d retreating LI $11.54 -3.1% 30d retreating NIO $3.58 -3.2% 30d retreating XPEV $9.90 -6.3% 30d retreating RIVN $13.96 -12.8% 30d retreating LCID $3.79 -11.2% 30d retreating BE $280.50 +4.2% 30d coming into play PLUG $1.68 -22.6% 30d retreating ENPH $32.81 -10.7% 30d retreating SEDG $32.21 -8.5% 30d retreating FSLR $177.82 -12.4% 30d retreating LIT $69.73 -5.5% 30d coming into play ALB $101.27 -19.6% 30d retreating SQM $63.91 -15.3% 30d retreating DRIV $32.79 -5.0% 30d coming into play KARS $27.86 -7.3% 30d coming into play TAN $43.75 -8.4% 30d retreating ICLN $17.28 -4.0% 30d coming into play NXT $86.11 +4.5% 30d retreating ENS $179.81 +0.4% 30d coming into play TE $3.39 -31.0% 30d retreating
NXT $86.11 +1.0% +4.5% -22.8% +2.7% 54 retreating -47.2%
BE $280.50 +2.8% +4.2% +14.7% +223.7% 54 coming into play -20.1%
TSLA $382.70 +2.0% +4.0% -6.2% -12.1% 60 retreating -23.3%
ENS $179.81 +0.3% +0.4% -12.6% +58.4% 45 coming into play -26.4%
LI $11.54 +5.9% -3.1% -4.6% -51.1% 50 retreating -52.7%
NIO $3.58 +5.0% -3.2% -25.1% -52.0% 45 retreating -54.1%
ICLN $17.28 +0.9% -4.0% -10.2% +7.1% 48 coming into play -27.3%
DRIV $32.79 +0.6% -5.0% -10.3% +12.9% 41 coming into play -23.3%
LIT $69.73 +1.0% -5.5% -3.6% +17.9% 46 coming into play -24.2%
XPEV $9.90 +3.7% -6.3% -24.0% -56.8% 43 retreating -64.9%
KARS $27.86 +0.9% -7.3% -8.8% -11.4% 42 coming into play -26.9%
TAN $43.75 +1.0% -8.4% -20.4% -8.0% 42 retreating -42.1%
SEDG $32.21 -0.8% -8.5% -41.6% -16.6% 45 retreating -60.4%
ENPH $32.81 -0.3% -10.7% -26.8% -10.6% 40 retreating -55.5%
LCID $3.79 -0.8% -11.2% -31.7% -82.5% 33 retreating -83.1%
FSLR $177.82 -0.6% -12.4% -21.9% -24.1% 40 retreating -44.6%
RIVN $13.96 -2.6% -12.8% -20.1% +6.7% 34 retreating -38.5%
SQM $63.91 -0.9% -15.3% -12.7% +47.9% 35 retreating -34.8%
ALB $101.27 -0.8% -19.6% -19.7% +4.9% 31 retreating -54.2%
PLUG $1.68 -2.9% -22.6% -24.7% -55.6% 28 retreating -61.2%
TE $3.39 -1.4% -31.0% -50.5% -11.5% 36 retreating -72.9%

Feed generated 2026-10-10.