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Index
Hydrogen Economy Index
official“An index of public companies driving hydrogen production, infrastructure, and end-use applications — from electrolyzers to fuel cells to industrial offtake.” — by Vincent Park
built · 2026-04-30 21:38·rebalance · semiannual·next run · 2026-10-30
backtest · S&P 500 (SPX)·range
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Sortino—
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risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| LIN | 12.5% | — | — | — | — | — |
| APD | 12.5% | — | — | — | — | — |
| PLUG | 12.5% | — | — | — | — | — |
| BE | 12.5% | — | — | — | — | — |
| BLDP | 12.5% | — | — | — | — | — |
| FCEL | 12.5% | — | — | — | — | — |
| CMI | 12.5% | — | — | — | — | — |
| SHEL | 12.5% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 8
click a row to drill in ↗NameAllocationRationale
LINLindeMaterials12.50%Largest industrial gases firm with deep hydrogen project pipeline.APDAir ProductsMaterials12.50%Mega blue and green hydrogen build-outs in NEOM and Louisiana.PLUGPlug PowerIndustrials12.50%End-to-end green hydrogen production and fuel-cell distribution.BEBloom EnergyIndustrials12.50%Solid-oxide fuel cells producing hydrogen-ready power.BLDPBallard Power SystemsIndustrials12.50%PEM fuel cells for heavy-duty transportation.FCELFuelCell EnergyIndustrials12.50%Carbonate fuel cells with carbon-capture integration.CMICumminsIndustrials12.50%Accelera division producing electrolyzers and fuel cells.SHELShell plcEnergy12.50%Largest hydrogen mobility station network operator.
weighting · equal
rebalance · semiannual
