Clean Tech Stocks
Top 10 of 41 CTEC holdings, updated
As of 12 October 2026, clean tech stocks are losing ground: still ahead of the S&P 500 over the longer run, but behind over the past month. CTEC trails the S&P 500 by 7.0 points over one month and ranks #82 of 115 groups Zensei tracks. 3 of the 19 clean tech stocks Zensei prices in CTEC beat the fund this month.
Where clean tech stocks stand now
As of 12 October 2026, CleanTech (CTEC) ranks #82 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is losing its lead. It built a 0.1-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 7.0 points behind the market — the Cooling quadrant of the rotation map.
On the shorter tape, CTEC's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. CTEC's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X CleanTech ETF, whose 41 tracked holdings are led by Samsung SDI Co Ltd, Vestas Wind Systems AS and Bloom Energy. The thing to watch from here is whether this is a pause or a handoff: cooling groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
As of , these are the largest clean tech stocks in CTEC by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top clean tech stocks by fund weight
Ranked by largest share of CTEC
- 1Samsung SDI Co Ltd9.6%
- 2Vestas Wind Systems AS8.3%
- 3Bloom EnergyBE8.1%
- 4First Solar IncFSLR6.3%
- 5Contemporary Amperex Technology Co Ltd6.0%
Best clean tech stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Shoals Technologies Group IncSHLS+18.4%
- 2Nextpower IncNXT+2.4%
- 3Bloom EnergyBE−4.9%
- 4Daqo New Energy CorpDQ−5.1%
- 5Amprius Technologies IncAMPX−6.1%
Clean Tech Stocks vs the S&P 500
Over the week to 12 October 2026, CTEC fell 1.6% while the S&P 500 rose 0.4%. The table compares CTEC and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means CTEC won that window.
Prices as of · computed from daily adjusted closes · how we measure
CleanTech on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are clean tech stocks expensive?
Under half of the weight in CTEC has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.
CTEC holdings: the clean tech stocks inside
This list covers all 41 clean tech stocks in CTEC, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 3 of the 19 clean tech stocks Zensei prices in CTEC beat the fund over the past month. 2 of them beat the S&P 500. The strongest is Shoals Technologies Group Inc (SHLS); the weakest is EOS Energy Enterprises Inc (EOSE). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | Samsung SDI Co Ltd | 9.6% | — | — | No price data | ||
| 2 | Vestas Wind Systems AS | 8.3% | — | — | No price data | ||
| 3 | BEBloom Energy | 8.1% | −4.9% | +12.4% | +0.0 pts | Fading | Holding |
| 4 | FSLRFirst Solar Inc | 6.3% | −14.0% | −18.7% | −9.1 pts | Weak | Broken |
| 5 | Contemporary Amperex Technology Co Ltd | 6.0% | — | — | No price data | ||
| 6 | Nibe Industrier AB | 5.5% | — | — | No price data | ||
| 7 | NXTNextpower Inc | 4.3% | +2.4% | −14.9% | +7.3 pts | Accelerating | Broken |
| 8 | Nordex SE | 4.0% | — | — | No price data | ||
| 9 | ENPHEnphase Energy Inc | 3.9% | −13.4% | −26.9% | |||
| 10 | China Everbright Environment Group Ltd | 3.5% | — | — | No price data | ||
All 41 CTEC holdings by weight: Samsung SDI Co Ltd 9.6%, Vestas Wind Systems AS 8.3%, Bloom Energy (BE) 8.1%, First Solar Inc (FSLR) 6.3%, Contemporary Amperex Technology Co Ltd 6.0%, Nibe Industrier AB 5.5%, Nextpower Inc (NXT) 4.3%, Nordex SE 4.0%, Enphase Energy Inc (ENPH) 3.9%, China Everbright Environment Group Ltd 3.5%, Johnson Matthey PLC 3.5%, QuantumScape (QS) 2.9%, Plug Power (PLUG) 2.7%, Xinyi Solar Holdings Ltd 2.4%, Chung-Hsin Electric & Machinery MFG Corp 2.3%, SMA Solar Technology AG 2.1%, Simplo Technology Co Ltd 2.1%, Doosan Fuel Cell 1.9%, Solaredge Technologies Inc (SEDG) 1.8%, Dynapack International Technology Corp 1.7%, LANDIS&GYR Group AG 1.5%, CS Wind Corp 1.4%, Fluence Energy Inc (FLNC) 1.3%, Amprius Technologies Inc (AMPX) 1.2%, Shoals Technologies Group Inc (SHLS) 1.0%, EOS Energy Enterprises Inc (EOSE) 1.0%, British Sterling Pound 1.0%, Dongfang Electric Corp Ltd 1.0%, Ceres Power Holdings PLC 0.9%, Goldwind Science & Technology Co Ltd 0.9%, United Renewable Energy Co Ltd 0.8%, Daqo New Energy Corp (DQ) 0.8%, Canadian Solar Inc (CSIQ) 0.7%, Ameresco Inc (AMRC) 0.7%, Enovix Corp (ENVX) 0.7%, Ballard Power Systems Inc (BLDP) 0.6%, Array Technologies Inc (ARRY) 0.6%, Jinkosolar Holding Co Ltd DR (JKS) 0.6%, Flat Glass Group Co Ltd SHS -H- 0.3%, Microvast Holdings Inc (MVST) 0.2%, Beijing Sinohytec Co Ltd 0.2%.
Clean Tech stocks with their own page
Zensei publishes a page for 2 of the stocks in CTEC; each page shows the stock against the S&P 500 and its sector.
| Stock | Ticker | Weight in CTEC | 1M return |
|---|---|---|---|
| QuantumScape | QS | 2.9% | −19.1% |
| Plug Power | PLUG | 2.7% | −22.9% |
Weight is the share of CTEC. 1M is the plain one-month return to the close of . All stock pages
Clean Tech Stocks: common questions
Clean tech stocks list: which stocks are in CTEC?
As of 12 October 2026, CTEC holds 41 clean tech stocks, and this page lists all 41. The three largest by fund weight are Samsung SDI Co Ltd (9.6%), Vestas Wind Systems AS (8.3%) and Bloom Energy (BE, 8.1%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best clean tech stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest clean tech stocks in CTEC are Shoals Technologies Group Inc (SHLS, +18.4%), Nextpower Inc (NXT, +2.4%) and Bloom Energy (BE, −4.9%). This ranks past return only; it does not forecast the next month.
What are the top 3 clean tech stocks?
As of 12 October 2026, the three largest clean tech stocks in CTEC by fund weight are Samsung SDI Co Ltd (9.6%), Vestas Wind Systems AS (8.3%) and Bloom Energy (BE, 8.1%). Fund weight shows size inside the fund, not a recommendation.
Which clean tech stocks are beating the sector?
As of 12 October 2026, 3 of the 19 clean tech stocks Zensei prices in CTEC beat the fund over the past month. The strongest over the past month is Shoals Technologies Group Inc (SHLS). The table above shows the largest holdings with their weights and returns.
Which ETF holds clean tech stocks?
Several ETFs hold clean tech stocks. Zensei tracks the group through CTEC, the Global X CleanTech ETF. As of 12 October 2026, its published holdings list 41 clean tech stocks, and the 10 largest make up 59.6% of the fund.
Are clean tech stocks outperforming the S&P 500?
No. As of 12 October 2026, CTEC trails the S&P 500 by 7.0 points over the past month.
What is CTEC?
CTEC is Global X CleanTech ETF. Zensei uses it to measure clean tech stocks against the S&P 500 (SPY).
What stocks does CTEC own?
As of 12 October 2026, the largest of the 41 positions Zensei tracks in CTEC are Samsung SDI Co Ltd, Vestas Wind Systems AS, Bloom Energy, First Solar Inc, Contemporary Amperex Technology Co Ltd. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is cleantech in right now?
As of 12 October 2026, cleantech is in the Cooling quadrant — still ahead over the longer window, but behind the market over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·Trailing the market → losing ground
- ·Gaining ground → trailing the market
- ·First tracked: gaining ground
Related sectors
Track cleantech against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.
Compare all sectors: Sector heat map · Sector P/E ratios