FSLR

First Solar, Inc.

StockEnergySolarUS$18.6B market cap

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FSLR total return with dividends reinvested, from daily closes

Held by ETFs: $337M; in funds that list it in their top 10
Share of the company: ≈2%; of First Solar held through ETFs
Top-10 holding in: 15 ETFs; one of their ten biggest
Built on FSLR alone: 0 ETFs; […]
Most per dollar · basket: ICLN 8.6%; $86 of every $1,000
Biggest holder: ICLN $175M; of FSLR, 8.6% of the fund

Every ETF Theme Built Around FSLR

YTD

Heaviest FSLR Baskets

YTD

$86per $1,000 in ICLN

ICLN8.6%−1.6%TAN9.8%−11.8%BUIL7.8%no YTD VCLN7.3%+2.0%RVER6.2%+9.8%ACES4.9%−15.2%

Corner: FSLR weight · FSLR is the biggest slice

Themes Around FSLR

YTD

$9Mof FSLR in 2 funds

PBW1.9%−12.5%FRNW4.1%+3.8%

Corner: FSLR 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 FSLR Sits

Today

83%in Thematic funds

Thematic $278MSectors $38MOther $12MInternational $5MUS Stock Styles $3M

ICLN$175M · 8.6%TAN$89M · 9.8%PBWACESFRNW1 moreQCLN$18M · 3.9%FXN$14M · 3.6%CSEN$6M · 3.6%RVERERTH2 moreSDGBUIL

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

End-of-day Nov 4, 2026 · $337M across funds that list FSLR in their top 10

Open in desk

More of It

Most FSLR per $1,000

Today

$98of FSLR per $1,000 in TAN, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1TANInvesco Solar ETFInvesco$98−11.8%Open

2ICLNiShares Global Clean Energy ETFiShares$86−1.6%Open

3BUILRebuild America ETFRiver1$78—Open

4VCLNVirtus Duff & Phelps Clean Energy ETFVirtus$73+2.0%Open

5RVERTrenchless Fund ETFRiver1$62+9.8%Open

6ACESALPS Clean Energy ETFALPS$49−15.2%Open

7ETECiShares Breakthrough Environmental Solutions ETFiShares$43−8.5%Open

8FRNWFidelity Clean Energy ETFFidelity$41+3.8%Open

9QCLNFirst Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust$39+1.9%Open

10FXNFirst Trust Energy AlphaDEX FundFirst Trust$36+48.0%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding FSLR

Today

$86in ICLN, the heaviest basket

FundPer $1,000YTD

ICLN$86−1.6%

TAN$98−11.8%

BUIL$78—

VCLN$73+2.0%

RVER$62+9.8%

ACES$49−15.2%

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

Thematic ETFs

Themes Around FSLR

YTD

$9Mof FSLR held in 2 theme funds

PBW−12.5%$286M · 1.9% FSLR FRNW+3.8%$91M · 4.1% FSLR

Size = assets · colour = YTD · FSLR weight in eachAll 2 →

End-of-day Nov 4, 2026

ICLN vs TAN

YTD

ICLNiShares · Clean energy & EVTANInvesco · Clean energy & EV

Year to date

−1.6%

−11.8%

ICLN wins+10.1 pts

Past year

−5.8%

−11.8%

ICLN wins+5.9 pts

Fee

0.38%

0.70%

ICLN winslower fee

Yield

1.1%

0.0%

ICLN wins+1.1 pts

AUM

$2.0B

$908M

ICLN2.2× more

4–0ICLN wins

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

FSLR Themes Ranked by Return

YTD

+3.8%FRNW, the best of the theme funds holding FSLR

#FundNameIssuerYTD ▼FSLROpen

1FRNWFidelity Clean Energy ETFFidelity+3.8%4.1%Open

2VCLNVirtus Duff & Phelps Clean Energy ETFVirtus+2.0%7.3%Open

3ICLNiShares Global Clean Energy ETFiShares−1.6%8.6%Open

4TANInvesco Solar ETFInvesco−11.8%9.8%Open

5PBWInvesco WilderHill Clean Energy ETFInvesco−12.5%1.9%Open

6ACESALPS Clean Energy ETFALPS−15.2%4.9%Open

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

Clean Energy & EV vs Thematic

Average · YTD

ICLN

−1.6%

TAN

−11.8%

Thematic average

+7.7%

End-of-day Nov 3, 2026