A board to discuss Alternate Energy stock ideas -
Alternative Energy - *********************************** Alps Clean Energy (ACES) (Exp - 0.65%) (14% solar)
First Trust Nasdaq Clean Edge Green Energy Index (QCLN) (Exp - 0.60%)
Global X YieldCo & Renewable Energy Income (YLCO) (Exp - 0.65%)
Invesco MSCI Sustainable Future (ERTH) (Exp- 0.58%, Assets 486 mil, yld - 0.24%)
Invesco Wilderhill Clean Energy (PBW) (Exp - 0.70%, Assets -1.6 Bil, Yld - 0.38%)
iShares - Global Clean Energy (ICLN) (Exp - 0.46%, Assets 359 mil, yld - 1.78%)
SPDR S+P Kensho Clean Power (CNRG) (Exp - 0.45%)
VanEck Vectors Global Alternative Energy (GEX) (Exp - 0.63%)
VanEck Vectors Low Carbon Energy (SMOG) Solar - ************ Invesco Solar (TAN) (Exp - 0.74%)
Market Vectors Solar (KWT) Wind - ************ First Trust ISE Global Wind (FAN) Hydrogen -
**************
Defiance Next Gen H2 ETF (HDRO)
Direxion Hydrogen ETF (HJEN)
Biofuels -
************
ELEMENTS MLCX Biofuels Index - Total Return (FUE) ___________________________________________________________________
Environmental Services -
******************************* VanEck Vectors Environmental Services ETF (EVX)(Exp-0.55%,Assets-37 mil,Yld-0.44%) _______________________________________________________________
Invesco MSCI Sustainable Future - (ERTH)
(Exp- 0.58%, assets 458 mil, yld - 0.53%) ****************************************************************
| Name | Symbol | % Assets |
| Tesla Inc | TSLA | 5.71% |
| NIO Inc ADR | NIO | 5.20% |
| Digital Realty Trust Inc | DLR | 4.95% |
| Vestas Wind Systems A/S | VWS | 4.87% |
| Enphase Energy Inc | ENPH | 3.96% |
| Central Japan Railway Co | 9022 | 3.94% |
| Kingspan Group PLC | KRX.IR | 3.28% |
| Li Auto Inc ADR | LI | 3.10% |
| XPeng Inc ADR | XPEV | 3.04% |
| SolarEdge Technologies Inc | SEDG | 2.78% |
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iShares - Global Clean Energy - (ICLN) (Exp - 0.46%, assets 4.7 Bil, yld - 0.34%, US 38%, ************************************************** Europe 22%, China 15%, N Zealand 8%, Brazil 8%, Canada 7%
| Name | Symbol | % Assets |
| Vestas Wind Systems A/S | VWS | 7.61% |
| Orsted A/S | ORSTED | 7.43% |
| Enphase Energy Inc | ENPH | 7.12% |
| NextEra Energy Inc | NEE | 4.29% |
| Xcel Energy Inc | XEL | 4.18% |
| Enel SpA | ENEL.MI | 4.02% |
| Iberdrola SA | IBE.BC | 3.96% |
| Plug Power Inc | PLUG | 3.86% |
| SolarEdge Technologies Inc | SEDG | 3.73% |
| SSE PLC | SSE.L | 2.92% |
________________________________________________________________
VanEck Vectors Low Carbon Energy ETF (SMOG) (Exp - 0.62%, Assets - 270 mil, Yld - 0.06%)
| Name | Symbol | % Assets |
| Vestas Wind Systems A/S | VWS | 9.49% |
| Tesla Inc | TSLA | 9.00% |
| NIO Inc ADR | NIO | 8.62% |
| Eaton Corp PLC | ETN | 8.35% |
| Microchip Technology Inc | MCHP | 7.90% |
| Orsted A/S | ORSTED | 5.15% |
| BYD Co Ltd Class H | 01211 | 5.12% |
| Samsung SDI Co Ltd | 006400.KS | 4.04% |
| Enphase Energy Inc | ENPH | 3.98% |
| Albemarle Corp | ALB | 3.45% |
________________________________________________________________
VanEck Vectors Environmental Svcs ETF (EVX)(Exp-0.55%,Assets-38 mil,Yld-0.33%)
| Name | Symbol | % Assets |
| Waste Management Inc | WM | 10.01% |
| Waste Connections Inc | WCN.TO | 9.99% |
| Republic Services Inc Class A | RSG | 9.92% |
| Ecolab Inc | ECL | 9.79% |
| Evoqua Water Technologies Corp | AQUA | 3.75% |
| GFL Environmental Inc | GFL.TO | 3.73% |
| Clean Harbors Inc | CLH | 3.70% |
| Steris PLC | STE | 3.70% |
| Darling Ingredients Inc | DAR | 3.67% |
| US Ecology Inc | ECOL | 3.65% |
________________________________________________________________
First Trust Global Wind Energy ETF (FAN) - Exp - 0.62%, Assets - 401 mil, Yld - 0.84%)
| Name | Symbol | % Assets |
| Vestas Wind Systems A/S | VWS | 9.25% |
| Siemens Gamesa Renewable Energy SA | SGRE.BC | 8.84% |
| Orsted A/S | ORSTED | 8.59% |
| Northland Power Inc | NPI.TO | 7.55% |
| Boralex Inc Class A | BLX.TO | 5.43% |
| China Longyuan Power Group Corp Ltd Class H | 00916 | 4.85% |
| Innergex Renewable Energy Inc | INE.TO | 3.67% |
| TPI Composites Inc | TPIC | 2.99% |
| Xinjiang Goldwind Science & Technology Co Ltd Class H | 02208 | 2.63% |
| General Electric Co | GE | 2.50% |
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Invesco Solar ETF (TAN) - Exp - 0.69%, Assets - 3.6 Bil, Yld - 0.09%)
| Name | Symbol | % Assets |
| Enphase Energy Inc | ENPH | 10.89% |
| SolarEdge Technologies Inc | SEDG | 8.70% |
| Xinyi Solar Holdings Ltd | 00968 | 7.80% |
| Sunrun Inc | RUN | 7.19% |
| First Solar Inc | FSLR | 6.11% |
| Scatec ASA Ordinary Shares | SSO | 4.54% |
| Daqo New Energy Corp ADR | DQ | 4.15% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc | HASI | 4.02% |
| Neoen SA | NEOEN.PA | 3.69% |
| Encavis AG | CAP.DE | 3.55% |
________________________________________________________________________
Direxion Hydrogen ETF (HJEN)
| Name | Symbol | % Assets |
| Plug Power Inc | PLUG | 7.79% |
| Ballard Power Systems Inc | BLDP.TO | 7.69% |
| NEL ASA | NEL | 7.61% |
| Bloom Energy Corp Class A | BE | 7.11% |
| FuelCell Energy Inc | FCEL | 6.86% |
| ITM Power PLC | ITM.L | 5.38% |
| ENEOS Holdings Inc | 5020 | 5.08% |
| Eni SpA ADR | E.MI | 4.93% |
| Ceres Power Holdings PLC | CWR.L | 4.91% |
| Linde PLC | LIN.L | 4.53% |
________________________________________________________________________
STOCKS - ************************ UTILITIES - ****************
Next Era Energy (NEE) - Electric utility, conventional, wind, solar (43 Bil)
GEOTHERMAL -
***********************
Ormat Technologies (ORA) - Geothermal Energy (1.2 Bil) ------------------------- (Israel)
WIND - *********** Vestas Wind Systems (VWSYF) (VWDRY) - Wind turbines (9 Bil) --------------(Denmark) SOLAR - *************
Canadian Solar (CSIQ) - Solar power products (1.4 Bil)
Enphase Energy (ENPH) - Micro-inverter systems for the photovoltaic industry (300 mil)
First Solar (FSLR)
- Solar components and systems (6.8 Bil)
SolarWindow Technol (WNDW) - Electricity from solar cells applied to glass, plastics (170 mil)
Sun Power (SPWR) - Solar products and solutions (4.5 Bil)
Ubiquitous Energy - Transparent solar technology (privately held)
ENERGY STORAGE - *******************************
QuantumScape (QS) - Solid-state lithium-metal batteries for electric vehicles (27 Bil, 0%) GENERATORS - *************************
Generac (GNRC) - Power generation equipment, standby generators (7 Bil)
ELECTRIC VEHICLES - ********************************* Tesla (TSLA) - Electric cars, sale or lease of solar energy systems (SolarCity) (58 Bil) FUEL CELLS - *********************
Ballard Power Systems (BLDP) - Proton exchange fuel cell systems (389 mil)(Canada)
FuelCell Energy (FCEL) - Stationary fuel cell power plants (538 mil)
Plug Power (PLUG) - Fuel cell systems (554 mil)
BIOFUELS - ****************** Amyris (AMRS) - Renewable products from conversion of plant sugar hydrocarbons (125 mil) TIDAL / WAVE ENERGY - ************************************
Ocean Power Technologies (OPTT)
- Electricity generation from ocean waves (33 mil)
ACQUIRED - ********************
Solar City (SCTY) - Sale or lease of solar energy systems (4.9 Bil) (subsidiary of Tesla)