Naz News, Gappers and FLE's

[mcmike]

PBW is an etf... weightings & analysis... solar reigns at the moment

based on the WilderHill Clean Energy Index
http://www.amex.com/?href=/othProd/prodInf/OpPiIndComp.jsp?Product_Symbol=ECO

Sunpower Corp                   SPWR 4.37%  
 American Superconductor Corp    AMSC 4.01%  
 Suntech Power Holdings Co Ltd   STP  3.79%  
 Evergreen Solar Inc             ESLR 3.70%  
 Yingli Green Energy             YGE  3.63%  
 First Solar Inc.                FSLR 3.59%  
 JA Solar Holdings               JASO 3.31%  
 Ormat Technologies Inc          ORA  3.28%  
 Emcore Corp                     EMKR 3.26%  
 MEMC Electronic Materials Inc   WFR  3.10%  
 Comverge                        COMV 3.04%  
 Universal Display Corp          PANL 2.93%  
 Trina Solar Ltd                 TSL  2.83%  
 International Rectifier Corp    IRF  2.78%  
 Zoltek Cos Inc                  ZOLT 2.64%  
 Energy Conversion Devices Inc   ENER 2.43%  
 Applied Materials               AMAT 2.43%  
 

you can see they are fairly highly leveraged to solar sector

55% of their NAV is in 16 names and most of these are in solar.
AMAT, EMKR, and WFR make chips used in solar arrays
ENER makes solar modules

FSLR STP and ESLR are all hitting 52wk highs today

only ORA ZOLT PANL and COMV are in other sectors

As i stated before.... PBW is a great proxy for alt. energy sector if you don't want to make a bet on a particular ticker.