Watchlist / thebuildout-renewable-energy-hyperscaler-ppas

watchlist

Watchlist / thebuildout-renewable-energy-hyperscaler-ppas

current roster plus event stream

symbols 10 events 397 latest

TheBuildout · Renewable Energy Developers (Hyperscaler PPAs) — their curated supply-chain list (https://thebuildout.ai/lists/renewable-energy-hyperscaler-ppas), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 10 of 18 visible / 83 total (65 pro-gated; 8 foreign primaries without a US line omitted — see experiments/gloomberg/thebuildout-lists-vs-watchlists.md). Membership and 'aiCriticality' tags are theirs; refresh via deno task market -- scrape-thebuildout --lists.

Showing 120 of 397 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 +1.5%+5.8%-1.1%-6.4%-0.4%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.9%+4.7%-3.2%-9.5%-16.4%

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

30D breadth 4/10 up

trend: 4 up · 0 flat · 6 down · avg RSI 53 · 40% above SMA200 · covered 10/10

contributors

TLN+1.8pp+18.4%
VST+0.7pp+6.9%
CEG+0.1pp+1.4%
AES+0.1pp+0.8%
XEL-0.3pp-3.2%

detractors

ENLT-1.2pp-11.5%
ENB-0.7pp-7.1%
DTE-0.7pp-6.7%
NEE-0.6pp-6.4%
BN-0.4pp-3.7%

Holdings

NEE $77.38 -6.4% 30d coming into play ENB $46.60 -7.1% 30d coming into play CEG $298.07 +1.4% 30d coming into play BN $37.09 -3.7% 30d retreating XEL $73.78 -3.2% 30d coming into play VST $161.48 +6.9% 30d coming into play DTE $126.90 -6.7% 30d coming into play TLN $378.57 +18.4% 30d coming into play ENLT $67.41 -11.5% 30d retreating AES $14.94 +0.8% 30d coming into play
TLN $378.57 +5.4% +18.4% -1.9% -14.8% 69 coming into play -15.8%
VST $161.48 +3.4% +6.9% +1.6% -23.1% 64 coming into play -25.6%
CEG $298.07 +4.6% +1.4% +18.6% -22.2% 62 coming into play -27.8%
AES $14.94 +0.1% +0.8% +1.1% +2.5% 70 coming into play -15.3%
XEL $73.78 +0.6% -3.2% -7.8% -9.2% 54 coming into play -12.4%
BN $37.09 +0.9% -3.7% -15.2% -17.6% 41 retreating -25.2%
NEE $77.38 +0.0% -6.4% -12.0% -7.6% 41 coming into play -21.6%
DTE $126.90 -0.2% -6.7% -15.6% -9.4% 45 coming into play -18.5%
ENB $46.60 +0.1% -7.1% -14.8% -2.9% 38 coming into play -20.3%
ENLT $67.41 +0.5% -11.5% -18.0% +100.2% 40 retreating -38.0%

Feed generated 2026-10-09.