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Started By
Message
Solar Stock Thread
Posted on 10/8/20 at 9:07 am
Posted on 10/8/20 at 9:07 am
On cgrand's suggestion, I wanted to make a spinoff to discuss solar stocks (and any companies that support the solar industry).
Here is a quick rundown of companies I am aware of and their approximate market cap as of October 2020
SEDG......$15B
ENPH.......$13B
FSLR.......$ 8B
RUN........$ 9B
VSLR......$ 5B
SPWR......$ 4.41B
CSIQ.......$ 2B
JKS..........$ 2B
MAXN......$600M
Several small/micro caps exist as well. Here are a few I have noted.
SUNW.......$60M
PECK.......$50M
AACTF.....$16M (pink sheets for you gamblers)
SIRC.......$11K (pink sheets)
The Invesco ETF for this industry is TAN
ETA: I will occasionally add more as new suggestions come in.
Here is a quick rundown of companies I am aware of and their approximate market cap as of October 2020
SEDG......$15B
ENPH.......$13B
FSLR.......$ 8B
RUN........$ 9B
VSLR......$ 5B
SPWR......$ 4.41B
CSIQ.......$ 2B
JKS..........$ 2B
MAXN......$600M
Several small/micro caps exist as well. Here are a few I have noted.
SUNW.......$60M
PECK.......$50M
AACTF.....$16M (pink sheets for you gamblers)
SIRC.......$11K (pink sheets)
The Invesco ETF for this industry is TAN
ETA: I will occasionally add more as new suggestions come in.
This post was edited on 10/8/20 at 9:43 am
8
Posted on 10/8/20 at 9:16 am to TDFreak
SPWR - 4.41B mkt cap
Posted on 10/8/20 at 9:43 am to TDFreak
If you want to play "solar" at more of a macro level, NextEra needs to be on your list. I say "macro" given NextEra's sheer size ($146B market cap). They not only site, develop, construct and operate solar plants, but they also have transmission, distribution and retail operations for getting it to customers. In addition, they have a fantastic M&A game, an attractive retail footprint and are a visionary in the industry.
ETA: Unless you're just looking at component part suppliers, in which case disregard the above.
ETA: Unless you're just looking at component part suppliers, in which case disregard the above.
This post was edited on 10/8/20 at 9:47 am
Posted on 10/8/20 at 9:55 am to TDFreak
Hey MT,
Never posted here but been lurking for a while and just started investing in June. Have made some money on some suggestions here after researching myself and learned a lot from the sticky threads and others, so appreciate that MT!
If you are interested in an ETF check out ALPS Clean Energy ETF (ACES). Got in at $38 back in June and it has done well for me. Top holdings are below which include some of the companies in TDFreak's post.
Edited to make the chart look cleaner. Clearly my first post/quote. Still not great..
Never posted here but been lurking for a while and just started investing in June. Have made some money on some suggestions here after researching myself and learned a lot from the sticky threads and others, so appreciate that MT!
If you are interested in an ETF check out ALPS Clean Energy ETF (ACES). Got in at $38 back in June and it has done well for me. Top holdings are below which include some of the companies in TDFreak's post.
quote:
Top 15 Holdings
Symbol Holding % Assets
RUN Sunrun Inc 6.48%
ENPH Enphase Energy Inc 5.43%
PLUG Plug Power Inc 5.19%
BEP.UN Brookfield Renewable Partners LP 5.11%
NPI Northland Power Inc 4.98%
OLED Universal Display Corp 4.70%
TSLA Tesla Inc 4.69%
CREE Cree Inc 4.67%
NEP Nextera Energy Partners LP 4.66%
AYI Acuity Brands Inc 4.26%
FSLR First Solar Inc 4.13%
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc 4.09%
BLX Boralex Inc 3.91%
BLDP Ballard Power Systems Inc 3.77%
VSLR Vivint Solar Inc 3.56%
Edited to make the chart look cleaner. Clearly my first post/quote. Still not great..
This post was edited on 10/8/20 at 10:06 am
Posted on 10/8/20 at 10:08 am to TDFreak
quote:
TDFreak
excellent...thanks!
Posted on 10/8/20 at 11:32 am to TDFreak
Very helpful. Thank you.
Posted on 10/8/20 at 1:37 pm to TDFreak
Though not strictly solar, QCLN is an ETF that is worth a look.
Posted on 10/8/20 at 1:43 pm to Douglas Quaid
Looks like most of solar is down today.
Posted on 10/8/20 at 6:58 pm to TDFreak
Check out BEEM. It is solar charging stations for EVs. Small and easy to install since it doesn’t require electric infrastructure.
Posted on 10/8/20 at 9:09 pm to TDFreak
Given the power grid in California is becoming less reliable, I wonder if homeowners will use solar & batteries to supplement their homes. Or would home generators be the better play?
Posted on 10/12/20 at 6:13 am to xxTIMMYxx
I'm just waiting to see what cgrand buys
Posted on 1/1/21 at 9:21 pm to olgoi khorkhoi
quote:
Check out BEEM. It is solar charging stations for EVs. Small and easy to install since it doesn’t require electric infrastructure.
$16 on 10/08/20
$73.78 on 12/31/20
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