Watchlist / ev-clean-energy

watchlist

Watchlist / ev-clean-energy

current roster plus event stream

symbols 21 events 647 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 647 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -2.5%-4.6%-15.2%-20.7%-10.7%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -1.3%-3.5%-13.9%-24.2%-25.1%

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

30D breadth 0/21 up

trend: 2 up · 0 flat · 19 down · avg RSI 35 · 0% above SMA200 · covered 21/21

contributors

TSLA-0.1pp-1.1%
LI-0.1pp-1.6%
NXT-0.3pp-5.9%
ENS-0.3pp-6.2%
SEDG-0.4pp-8.7%

detractors

TE-2.2pp-47.0%
PLUG-1.6pp-34.6%
BE-1.0pp-21.3%
ALB-1.0pp-20.8%
RIVN-1.0pp-20.3%

Holdings

TSLA $374.58 -1.1% 30d retreating LI $11.47 -1.6% 30d retreating NIO $3.31 -11.0% 30d retreating XPEV $9.07 -13.4% 30d retreating RIVN $12.06 -20.3% 30d retreating LCID $3.46 -19.9% 30d retreating BE $217.77 -21.3% 30d coming into play PLUG $1.38 -34.6% 30d retreating ENPH $31.35 -8.9% 30d retreating SEDG $32.94 -8.7% 30d retreating FSLR $171.25 -14.7% 30d retreating LIT $60.68 -14.9% 30d coming into play ALB $92.54 -20.8% 30d retreating SQM $56.37 -19.7% 30d retreating DRIV $29.48 -14.2% 30d coming into play KARS $25.14 -13.6% 30d retreating TAN $41.35 -11.1% 30d retreating ICLN $16.17 -9.3% 30d retreating NXT $77.63 -5.9% 30d retreating ENS $168.67 -6.2% 30d coming into play TE $2.31 -47.0% 30d retreating
TSLA $374.58 -3.1% -1.1% +17.2% -14.7% 53 retreating -24.9%
LI $11.47 -0.3% -1.6% -7.3% -47.5% 49 retreating -48.9%
NXT $77.63 -5.1% -5.9% -25.7% -11.3% 41 retreating -52.4%
ENS $168.67 -4.7% -6.2% -15.7% +41.6% 39 coming into play -31.0%
SEDG $32.94 -0.8% -8.7% -27.0% -12.2% 50 retreating -59.5%
ENPH $31.35 -2.0% -8.9% -19.4% -13.1% 42 retreating -57.5%
ICLN $16.17 -2.0% -9.3% -12.0% +0.3% 35 retreating -32.0%
NIO $3.31 -1.5% -11.0% -28.7% -51.6% 37 retreating -56.1%
TAN $41.35 -2.8% -11.1% -21.8% -10.0% 37 retreating -45.3%
XPEV $9.07 -3.1% -13.4% -28.9% -57.3% 38 retreating -67.9%
KARS $25.14 -2.9% -13.6% -13.7% -16.8% 26 retreating -34.0%
DRIV $29.48 -4.0% -14.2% -14.2% +2.8% 23 coming into play -31.1%
FSLR $171.25 -2.0% -14.7% -16.8% -23.3% 38 retreating -46.6%
LIT $60.68 -4.0% -14.9% -12.1% +7.6% 22 coming into play -34.0%
SQM $56.37 -3.5% -19.7% -18.7% +33.0% 21 retreating -42.5%
LCID $3.46 +7.8% -19.9% -46.4% -81.3% 40 retreating -82.5%
RIVN $12.06 -3.2% -20.3% -26.7% -6.7% 22 retreating -46.9%
ALB $92.54 -2.0% -20.8% -20.9% +1.4% 25 retreating -58.1%
BE $217.77 -8.7% -21.3% +0.2% +130.8% 39 coming into play -38.0%
PLUG $1.38 -2.1% -34.6% -37.0% -52.7% 24 retreating -68.1%
TE $2.31 -2.9% -47.0% -59.3% -43.8% 23 retreating -81.5%

Feed generated 2026-10-23.