Enphase EnergyENPH
Solar & wind · NASDAQ · USA
Up 4.5% this year but −30.8% since June 26, behind the energy sector at −16.1%. Enphase Energy is one of 2 companies Sectivia maps in Solar & wind.
Supply chain
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Microinverters and batteries that make distributed solar usable in homes and businesses.
Theme exposure
Products
- Microinverters
- Battery storage
- Energy management
Competitors
- SolarEdge
- Tesla Energy
Risks
- Interest rate-sensitive demand
- Policy dependent
Same segment: Solar & wind
Solar and wind capacity producers, the core of renewable build-out. Segment 3 of 6 in the Energy, grid & critical infrastructure value chain.
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