Theme
Solar '25: Solar Manufacturing & Supply Chain☆
FSLR-24.62%9.0%
002459.SHE-45.56%8.0%
601012.SHG-33.90%8.0%
JKS-63.22%8.0%
WAAREEENER.NS-35.49%8.0%
600438.SHG-45.15%7.0%
688599.SHG-32.85%7.0%
CSIQ-24.69%7.0%
300118.SHE-9.17%6.0%
DQ-61.98%6.0%
0968.HK-50.61%5.0%
3800.HK-46.68%5.0%
600732.SHG-25.71%5.0%
603806.SHG-6.30%4.0%
6865.HK-54.92%4.0%
002129.SHE+7.89%3.0%
As of Oct 2, 2026, 9:55 PM ET
Solar '25: Solar Manufacturing & Supply Chain Constituents
First Solar, Inc.FSLR | 9.0% | 1.45% | -12.84% | -13.63% | 1.67% | -33.01% | -11.26% | 34.79% | -24.62% | -25.74% | 80.81% | $18.77B |
JA Solar Technology Co., Ltd.002459.SHE | 8.0% | 0.00% | -2.69% | -0.82% | 0.00% | -38.62% | -43.03% | -36.10% | -45.56% | -47.94% | -79.92% | $3.31B |
JinkoSolar Holding Co., Ltd.JKS | 8.0% | -1.51% | -11.35% | -25.44% | 0.00% | -64.01% | -63.27% | -46.77% | -63.22% | -62.68% | -76.78% | $119.8M |
LONGi Green Energy Technology Co., Ltd.601012.SHG | 8.0% | 0.00% | -1.58% | -4.39% | 0.00% | -35.77% | -37.42% | -23.88% | -33.90% | -33.18% | -81.37% | $12.64B |
Waaree Energies LtdWAAREEENER.NS | 8.0% | 0.00% | -6.92% | -10.38% | 0.00% | -25.96% | -18.50% | -8.96% | -35.49% | — | — | $6.99B |
Canadian Solar Inc.CSIQ | 7.0% | -0.75% | -2.29% | -13.92% | 2.04% | -51.62% | -35.06% | 26.93% | -24.69% | -25.55% | -67.49% | $759.8M |
Tongwei Co.,Ltd600438.SHG | 7.0% | 0.00% | -1.79% | 1.63% | 0.00% | -41.46% | -35.12% | -33.91% | -45.15% | -47.19% | -75.95% | $7.56B |
Trina Solar Co., Ltd688599.SHG | 7.0% | 0.00% | -1.43% | -4.48% | 0.00% | -30.75% | -41.12% | -28.04% | -32.85% | -48.69% | -79.97% | $3.84B |
Daqo New Energy Corp.DQ | 6.0% | -1.35% | -8.85% | -12.89% | 0.63% | -61.97% | -53.48% | -38.18% | -61.98% | -49.73% | -81.00% | $744.3M |
Risen Energy Co.,Ltd.300118.SHE | 6.0% | 0.00% | -3.01% | -4.58% | 0.00% | -36.27% | -55.28% | -7.87% | -9.17% | -32.09% | -54.34% | $1.52B |
GCL Technology Holdings Limited3800.HK | 5.0% | -4.03% | -3.42% | 2.09% | -4.03% | -33.10% | -40.58% | -26.90% | -46.68% | -49.83% | -61.53% | $2.98B |
Shanghai Aiko Solar Energy Co., Ltd.600732.SHG | 5.0% | 0.00% | 5.76% | 5.70% | 0.00% | -9.96% | -18.50% | 3.71% | -25.71% | 17.57% | 7.29% | $3.65B |
Xinyi Solar Holdings Limited0968.HK | 5.0% | -3.85% | -5.11% | -12.01% | -3.85% | -37.14% | -45.75% | -37.38% | -50.61% | -53.30% | -86.98% | $2.19B |
Flat Glass Group Co., Ltd.6865.HK | 4.0% | -2.27% | -7.12% | -16.50% | -2.27% | -42.30% | -49.58% | -48.76% | -54.92% | -57.06% | -84.03% | $2.69B |
Hangzhou First Applied Material Co., Ltd.603806.SHG | 4.0% | 0.00% | -3.70% | -2.94% | 0.00% | 3.53% | -21.68% | 9.32% | -6.30% | -17.85% | -70.80% | $5.39B |
TCL Zhonghuan Renewable Energy Technology Co.,Ltd.002129.SHE | 3.0% | 0.00% | -4.35% | -0.86% | 0.00% | 11.95% | -8.82% | 10.29% | 7.89% | -7.05% | -74.40% | $5.55B |
| Theme return | — | -0.61% | -4.76% | -8.04% | -0.51% | -33.99% | -35.55% | -7.10% | -32.80% | -25.07% | -48.20% | — |
| Average | 6.3% | -0.77% | -4.42% | -7.09% | -0.36% | -32.90% | -36.15% | -15.73% | -34.56% | -36.02% | -59.10% | $4.92B |
| Median | 6.5% | 0.00% | -3.56% | -4.53% | 0.00% | -36.02% | -39.00% | -25.39% | -34.69% | -47.19% | -75.95% | $3.48B |
| Std Dev | 1.7% | 1.45% | 4.27% | 8.00% | 1.61% | 19.86% | 15.75% | 25.34% | 19.60% | 20.88% | 43.43% | $4.70B |
| Min | 3.0% | -4.03% | -12.84% | -25.44% | -4.03% | -64.01% | -63.27% | -48.76% | -63.22% | -62.68% | -86.98% | $119.8M |
| Max | 9.0% | 1.45% | 5.76% | 5.70% | 2.04% | 11.95% | -8.82% | 34.79% | 7.89% | 17.57% | 80.81% | $18.77B |
| % Positive Tickers | 6.25% | 6.25% | 18.75% | 18.75% | 12.50% | 0.00% | 31.25% | 6.25% | 6.67% | 13.33% |
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