Bloom Energy Corporation

StockIndustrialsElectrical Equipment & PartsUS$65.2B market cap

$169.49

▼ −15.4% today

−12.1% 3M

As of Nov 5, 2026Delayed

Nov 5, 2026 · BE total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesBES&P 500 · VOO

Held by ETFs: $730M; in funds that list it in their top 10
Share of the company: ≈1%; of Bloom Energy held through ETFs
Top-10 holding in: 29 ETFs; one of their ten biggest
Built on BE alone: 3 ETFs; 2× · short
Most per dollar · basket: ICLN 6.2%; $62 of every $1,000
Biggest holder: VOT $351M; of BE, 1.8% of the fund

Every ETF Theme Built Around BE

YTD

2× Daily BE ETFs

YTD

$206Min 2 funds

BEX$161M+81.8%BEG$45M+72.8%

Corner: assets · twice BE’s move each day

ETFs That Pay From BE

YTD

48.8%top yield · EGGY

EGGY48.8%−6.9%

Corner: yield · option income, upside capped

ETFs That Bet Against BE

YTD

$14Min 1 fund

BEZ$14Mno YTD

Corner: assets · rise when BE falls, reset daily

Heaviest BE Baskets

YTD

$62per $1,000 in ICLN

ICLN6.2%+1.3%CGMM1.8%+10.5%VOT1.8%+4.5%HYDR17.4%+13.0%BUIL12.4%no YTD EGGY11.4%−6.9%

Corner: BE weight · BE is the biggest slice

Themes Around BE

YTD

$48Mof BE in 5 funds

AIPO4.7%+7.0%BATT4.6%−5.9%FRNW4.0%+6.9%USNG7.0%+20.4%VCLN6.2%+3.8%

Corner: BE weight · the themes it sits in

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in BE Sits

Today

61%in US Stock Styles funds

US Stock Styles $442MThematic $179MSectors $54MOther $37MIncome $17M

VOT$351M · 1.8%CGMM$67M · 1.8%GRNJCNRGBUIL3 moreICLN$131M · 6.2%AIPO$39M · 4.7%BATTFRNWUSNG1 moreQCLN$44M · 8.9%SMOG2 moreHYDRRVER8 moreEGGY$17M · 11.4%

Tile size = dollars of BE held% = BE’s weight in the fund

End-of-day Nov 5, 2026 · $730M across funds that list BE in their top 10

Open in desk

More of It

Most BE per $1,000

Today

$2,000of BE per $1,000 in the 2 2× daily funds · then ICLN, the heaviest basket at $62

#FundNameIssuerPer $1K ▼YTDOpen

1BEXTradr 2X Long BE Daily ETFTradr$2,000+81.8%Open

2BEGLeverage Shares 2x Long BE Daily ETFLeverageShares$2,000+72.8%Open

3HYDRGlobal X Hydrogen ETFGlobal X$174+13.0%Open

4BUILRebuild America ETFRiver1$124—Open

5EGGYNestYield Dynamic Income ETFNestYield$114−6.9%Open

6WATSCorgi Battery Energy Storage Systems ETFCorgi$103—Open

7EGGQNestYield Visionary ETFNestYield$94−7.3%Open

8RVERTrenchless Fund ETFRiver1$93+6.0%Open

9QCLNFirst Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust$89+1.3%Open

10IBATiShares Energy Storage & Materials ETFiShares$75+27.5%Open

End-of-day Nov 5, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding BE

Today

$62in ICLN, the heaviest basket

FundPer $1,000YTD

ICLN$62+1.3%

CGMM$18+10.5%

VOT$18+4.5%

HYDR$174+13.0%

BUIL$124—

EGGY$114−6.9%

End-of-day Nov 5, 2026 · bars run to $200

2× Daily BE ETFs

YTD

$206Min 2 funds · BEX holds 78%

2× daily$2,000 of BE per $1,000

BEX$161M+81.8%

BEG$45M+72.8%

Past yearBE +55.3%BEX —

End-of-day Nov 5, 2026 · all reset daily

2× BE vs Bet Against It

YTD

BEX

2× long BE

+81.8%

BEZ

2× short BE

[…]

+81.8%Year to date[…]

$2,000BE per $1K−$2,000

0.0%Yield0.0%

1.30%Fee1.49%

$161MAssets$13.6M

End-of-day Nov 4, 2026 · opposite bets, not scored · both reset daily

Income from It

BE Income ETFs

Yield · Today

48.8%yield · EGGY, the biggest
1 income funds holding BE

Invest $10,000 in EGGY · currently about $4,885 a year

FundYieldOn $10KYTD

EGGYNestYield48.8%$4,885/yr−6.9%

End-of-day Nov 5, 2026 · trailing yield · payouts can fall

Income ETFs Holding BE, by Yield

Yield · Today

48.8%top yield, EGGY · highest payout first

#FundNameIssuerYield ▼YTDOpen

1EGGYNestYield Dynamic Income ETFNestYield48.8%−6.9%Open

End-of-day Nov 5, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding BE

YTD

$17Mof BE held by 1 income fund · EGGY is the largest

StrategyFundNameBE per $1,000YieldYTDAssets

Income basketEGGYNestYield Dynamic Income ETF$11448.8%−6.9%$148M

On $10KEGGY $4,885/yr

End-of-day Nov 5, 2026 · $17M = income funds that list BE in their top 10 · trailing yield

Thematic ETFs

Themes Around BE

YTD

$48Mof BE held in 5 theme funds

AIPO+7.0%$831M · 4.7% BE BATT−5.9%$92M FRNW+6.9%$91M

Size = assets · colour = YTD · BE weight in eachAll 5 →

End-of-day Nov 5, 2026

ICLN vs BATT

YTD

ICLNiShares · Clean energy & EVBATTAmplify · Clean energy & EV

Year to date

+1.3%

−5.9%

ICLN wins+7.2 pts

Past year

−4.7%

−2.6%

BATT wins+2.1 pts

Fee

0.38%

0.59%

ICLN winslower fee

Yield

1.1%

2.0%

BATT wins+0.9 pts

AUM

$2.1B

$91.9M

ICLN22.9× more

2–2level

End-of-day Nov 4, 2026 · AUM not scored

BE Themes Ranked by Return

YTD

+20.4%USNG, the best of the theme funds holding BE

#FundNameIssuerYTD ▼BEOpen

1USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify+20.4%7.0%Open

2AIPODefiance AI & Power Infrastructure ETFDefiance+7.0%4.7%Open

3FRNWFidelity Clean Energy ETFFidelity+6.9%4.0%Open

4VCLNVirtus Duff & Phelps Clean Energy ETFVirtus+3.8%6.2%Open

5ICLNiShares Global Clean Energy ETFiShares+1.3%6.2%Open

6BATTAmplify Lithium & Battery Technology ETFAmplify−5.9%4.6%Open

End-of-day Nov 5, 2026 · BE = its weight in each fund

Clean Energy & EV vs Thematic

Average · YTD

ICLN

+1.3%

BATT

−5.9%

Thematic average

+7.7%

End-of-day Nov 4, 2026

Bet Against It

ETFs That Bet Against BE

YTD

$14Min 1 fund that rise when BE falls · biggest first

#FundNameIssuerAssets ▼YTDOpen

1BEZTradr 2X Short BE Daily ETFTradr$14M—Open

End-of-day Nov 5, 2026 · daily-reset funds can drift from their target over time

Where BE Bets Sit

Today

100%in BEZ

BEZ$14M100%

End-of-day Nov 5, 2026 · share of $14M