Clean energy stocks fell Monday as President Donald Trump’s spending legislation now includes a tax on wind and solar projects using Chinese components and abruptly phases out key credits

New U.S. legislation threatens key tax credits and adds tariffs on Chinese components, rattling the renewable energy sector. While major wind and solar developers face setbacks, rooftop solar and domestic manufacturers may benefit.

The provision lifted several solar names after weeks of uncertainty. Shares of solar panel maker First Solar rose 7.1% at $163.00 while battery firms Sunrun climbed 7.8% to $8.01 and Fluence Energy gained 3.1% to $6.33.