Watchlist / thebuildout-renewable-energy-hyperscaler-ppas

watchlist

Watchlist / thebuildout-renewable-energy-hyperscaler-ppas

current roster plus event stream

symbols 10 events 421 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 421 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 -1.5%-0.4%+2.5%-10.2%+2.4%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -0.3%+0.6%+3.7%-13.7%-12.0%

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

30D breadth 8/10 up

trend: 5 up · 0 flat · 5 down · avg RSI 55 · 20% above SMA200 · covered 10/10

contributors

TLN+1.3pp+12.5%
XEL+0.9pp+9.5%
DTE+0.6pp+6.1%
NEE+0.3pp+3.3%
BN+0.1pp+1.1%

detractors

ENLT-0.6pp-5.7%
CEG-0.3pp-3.1%
ENB+0.0pp+0.2%
VST+0.0pp+0.3%
AES+0.1pp+1.0%

Holdings

NEE $81.90 +3.3% 30d coming into play ENB $48.01 +0.2% 30d coming into play CEG $255.21 -3.1% 30d coming into play BN $38.28 +1.1% 30d retreating XEL $78.90 +9.5% 30d coming into play VST $140.83 +0.3% 30d retreating DTE $133.06 +6.1% 30d coming into play TLN $331.42 +12.5% 30d coming into play ENLT $69.32 -5.7% 30d retreating AES $14.97 +1.0% 30d coming into play
TLN $331.42 -7.8% +12.5% -12.6% -12.9% 46 coming into play -26.3%
XEL $78.90 +2.8% +9.5% -2.3% -2.2% 71 coming into play -6.3%
DTE $133.06 +2.6% +6.1% -10.2% -6.8% 63 coming into play -14.6%
NEE $81.90 +4.6% +3.3% -8.8% -1.1% 62 coming into play -17.1%
BN $38.28 +2.0% +1.1% -7.1% -15.1% 58 retreating -22.8%
AES $14.97 +0.0% +1.0% +0.9% +4.8% 66 coming into play -15.2%
VST $140.83 -9.8% +0.3% -16.7% -24.2% 43 retreating -30.9%
ENB $48.01 +0.0% +0.2% -14.9% +0.6% 53 coming into play -17.9%
CEG $255.21 -5.7% -3.1% -7.4% -27.1% 41 coming into play -37.1%
ENLT $69.32 -3.5% -5.7% -23.1% +108.3% 47 retreating -36.2%

Feed generated 2026-10-23.