Clean Energy Transition Stocks
EV charging, green hydrogen, energy storage, and solar stocks positioned for the multi-decade energy transition — high-growth, policy-supported businesses in a structural growth market.
| Ticker | Company | Price | Mkt Cap | Rev. Growth | 52W Pos. | Upside |
|---|---|---|---|---|---|---|
| HASI | HA Sustainable Infrastructure | $40.64 -2.96% | $5.22B | 804.4% | 79.3% | 21.1% |
| WKHS | Workhorse Group | $3.15 -5.69% | $34.4M | 374.9% | 5.3% | -4.8% |
| HLX | Helix Energy Solutions | $10.46 +0.29% | $1.54B | 20.8% | 94.2% | 19.5% |
| BLDP | Ballard Power Systems | $2.37 -5.2% | $714.6M | 15.4% | 11.6% | 73.2% |
| VTOL | Bristow Group | $45.94 -1.65% | $1.36B | 9.4% | 71.1% | 40% |
| FLNC | Fluence Energy | $11.39 -5.63% | $2.59B | 7.9% | 17.8% | 43.9% |
| CHPT | ChargePoint Holdings | $5.79 -0.86% | $141.4M | 4.3% | 16.5% | 19.2% |
| FCEL | FuelCell Energy | $18.36 -9.56% | $1.47B | -4.9% | 42.7% | 24.4% |
| ARRY | Array Technologies | $4.71 -4.27% | $725.4M | -5.6% | 1.4% | 95.4% |
| SPWR | SunPower Corporation | $0.25 +1.4% | $51M | -7.2% | 2.5% | 944.5% |
| STEM | Stem Inc | $5.65 -1.91% | $54.4M | -12.3% | 2.7% | 31.9% |
| EVGO | EVgo | $1.46 -4.58% | $711.5M | -15.7% | 1.6% | 161.1% |
| BLNK | Blink Charging | $0.57 -0.77% | $82.5M | -24.5% | 5.4% | 185.3% |
| MAXN | Maxeon Solar Technologies | $0.76 +0% | $12.9M | -89.4% | 9% | — |
Analysis and Context
This thematic screener currently shows 14 stocks meeting our specific criteria — updated daily. The average P/E ratio is 29.8x. The average revenue growth rate is 77%. Sector Consumer Cyclical is most represented (3 companies). Analysts see an average of 127.3% upside. Thematic investing provides exposure to structural megatrends — from the energy transition and AI to defense modernization and space commercialization. Watch for whether the theme is already fully priced in or still in the early stage of institutional adoption. Always combine thematic filters with fundamental analysis to separate overvalued hype from genuine value.
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