Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG, $NEL, $ITM, TKA, LHYFE, $H2O, HYPRO, BLDP, CWR, FCEL
Solar: $FSLR, $ENPH, $NXT, $TE, SMA Solar, Sunrun, Shoal, Longi, Jinko, Trina
Energy Storage: $FLNC, STEM, $EOSE, NRGV, IES, $AMPX, $ENVX, CATL, LG, Gotion
Nuclear: $BWXT, $SMR, $LEU, ASY, $CCO, Kazatomprom, $OKLO, NXE, UEC, DML
LNG: $LNG, $VG, $EE, DLNG, GTT, CCEC, Kunlun, Petronet, ADNOC
Mixed companies: