Bloom Energy Corporation

StockIndustrialsElectrical Equipment & PartsUS$65.2B market cap

$200.91

▼ −6.1% today

+146.3% YTD

As of Nov 4, 2026Delayed

Nov 4, 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: $699M; in funds that list it in their top 10
Share of the company: ≈1%; of Bloom Energy held through ETFs
Top-10 holding in: 27 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

$196Min 2 funds

BEX$158M+108.4%BEG$38M+99.3%

Corner: assets · twice BE’s move each day

ETFs That Pay From BE

YTD

47.3%top yield · EGGY

EGGY47.3%−3.9%

Corner: yield · option income, upside capped

ETFs That Bet Against BE

YTD

$19Min 1 fund

BEZ$19Mno YTD

Corner: assets · rise when BE falls, reset daily

Heaviest BE Baskets

YTD

$62per $1,000 in ICLN

ICLN6.2%−1.6%VOT1.8%+4.2%CGMM1.7%+8.9%HYDR16.6%+11.8%BUIL11.7%no YTD EGGY10.7%−3.9%

Corner: BE weight · BE is the biggest slice

Themes Around BE

YTD

$44Mof BE in 5 funds

AIPO4.5%+14.2%BATT4.2%−7.7%FRNW3.8%+3.8%USNG6.5%+27.4%VCLN6.2%+2.0%

Corner: BE weight · the themes it sits in

End-of-day Nov 4, 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 $426MThematic $171MSectors $52MOther $35MIncome $15M

VOT$351M · 1.8%CGMM$61M · 1.7%CNRGBUILZDIS1 moreICLN$126M · 6.2%AIPO$36M · 4.5%BATTFRNWUSNG1 moreQCLN$42M · 8.9%SMOG2 moreHYDRRVER8 moreEGGY$15M · 10.7%

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

End-of-day Nov 4, 2026 · $699M 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+108.4%Open

2BEGLeverage Shares 2x Long BE Daily ETFLeverageShares$2,000+99.3%Open

3HYDRGlobal X Hydrogen ETFGlobal X$166+11.8%Open

4BUILRebuild America ETFRiver1$117—Open

5EGGYNestYield Dynamic Income ETFNestYield$107−3.9%Open

6WATSCorgi Battery Energy Storage Systems ETFCorgi$97—Open

7RVERTrenchless Fund ETFRiver1$89+9.8%Open

8EGGQNestYield Visionary ETFNestYield$89−2.4%Open

9QCLNFirst Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust$89+1.9%Open

10IBATiShares Energy Storage & Materials ETFiShares$71+26.4%Open

End-of-day Nov 4, 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$62−1.6%

VOT$18+4.2%

CGMM$17+8.9%

HYDR$166+11.8%

BUIL$117—

EGGY$107−3.9%

End-of-day Nov 4, 2026 · bars run to $200

2× Daily BE ETFs

YTD

$196Min 2 funds · BEX holds 81%

2× daily$2,000 of BE per $1,000

BEX$158M+108.4%

BEG$38M+99.3%

Past yearBE +50.3%BEX —

End-of-day Nov 4, 2026 · all reset daily

2× BE vs Bet Against It

YTD

BEX

2× long BE

+108.4%

BEZ

2× short BE

[…]

+108.4%Year to date[…]

$2,000BE per $1K−$2,000

0.0%Yield0.0%

1.30%Fee1.49%

$158MAssets$18.5M

End-of-day Nov 3, 2026 · opposite bets, not scored · both reset daily

Income from It

BE Income ETFs

Yield · Today

47.3%yield · EGGY, the biggest
1 income funds holding BE

Invest $10,000 in EGGY · currently about $4,731 a year

FundYieldOn $10KYTD

EGGYNestYield47.3%$4,731/yr−3.9%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding BE, by Yield

Yield · Today

47.3%top yield, EGGY · highest payout first

#FundNameIssuerYield ▼YTDOpen

1EGGYNestYield Dynamic Income ETFNestYield47.3%−3.9%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding BE

YTD

$15Mof BE held by 1 income fund · EGGY is the largest

StrategyFundNameBE per $1,000YieldYTDAssets

Income basketEGGYNestYield Dynamic Income ETF$10747.3%−3.9%$145M

On $10KEGGY $4,731/yr

End-of-day Nov 4, 2026 · $15M = income funds that list BE in their top 10 · trailing yield

Thematic ETFs

Themes Around BE

YTD

$44Mof BE held in 5 theme funds

AIPO+14.2%$803M · 4.5% BE BATT−7.7%$92M FRNW+3.8%$91M

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

End-of-day Nov 4, 2026

ICLN vs BATT

YTD

ICLNiShares · Clean energy & EVBATTAmplify · Clean energy & EV

Year to date

−1.6%

−7.7%

ICLN wins+6.0 pts

Past year

−5.8%

−5.6%

BATT wins+0.3 pts

Fee

0.38%

0.59%

ICLN winslower fee

Yield

1.1%

2.0%

BATT wins+0.9 pts

AUM

$2.0B

$92.3M

ICLN22.1× more

2–2level

End-of-day Nov 3, 2026 · AUM not scored

BE Themes Ranked by Return

YTD

+27.4%USNG, the best of the theme funds holding BE

#FundNameIssuerYTD ▼BEOpen

1USNGAmplify Samsung U.S. Natural Gas Infrastructure ETFAmplify+27.4%6.5%Open

2AIPODefiance AI & Power Infrastructure ETFDefiance+14.2%4.5%Open

3FRNWFidelity Clean Energy ETFFidelity+3.8%3.8%Open

4VCLNVirtus Duff & Phelps Clean Energy ETFVirtus+2.0%6.2%Open

5ICLNiShares Global Clean Energy ETFiShares−1.6%6.2%Open

6BATTAmplify Lithium & Battery Technology ETFAmplify−7.7%4.2%Open

End-of-day Nov 4, 2026 · BE = its weight in each fund

Clean Energy & EV vs Thematic

Average · YTD

ICLN

−1.6%

BATT

−7.7%

Thematic average

+7.7%

End-of-day Nov 3, 2026

Bet Against It

ETFs That Bet Against BE

YTD

$19Min 1 fund that rise when BE falls · biggest first

#FundNameIssuerAssets ▼YTDOpen

1BEZTradr 2X Short BE Daily ETFTradr$19M—Open

End-of-day Nov 4, 2026 · daily-reset funds can drift from their target over time

Where BE Bets Sit

Today

100%in BEZ

BEZ$19M100%

End-of-day Nov 4, 2026 · share of $19M