U.S. Energy Transition - Solar

Tesla

Market Cap: US$1.6t

Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

GE Vernova

Market Cap: US$186.2b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.

NextEra Energy

Market Cap: US$169.4b

Through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America.

Constellation Energy

Market Cap: US$114.2b

Produces and sells energy products and services in the United States.

Quanta Services

Market Cap: US$65.4b

Offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.

American Electric Power Company

Market Cap: US$61.2b

An electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States.

Vistra

Market Cap: US$58.8b

Operates as an integrated retail electricity and power generation company in the United States.

Xcel Energy

Market Cap: US$43.6b

Through its subsidiaries, engages in the generation, purchasing, transmission, distribution, and sale of electricity in the United States.

Entergy

Market Cap: US$42.0b

Engages in the production and retail distribution of electricity in the United States.

Public Service Enterprise Group

Market Cap: US$39.9b

Through its subsidiaries, operates in electric and gas utility, and nuclear generation businesses in the United States.

Nucor

Market Cap: US$37.1b

Engages in the manufacture and sale of steel and steel products.

WEC Energy Group

Market Cap: US$34.0b

Through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States.

Fifth Third Bancorp

Market Cap: US$31.5b

Operates as the bank holding company for Fifth Third Bank, National Association that engages in the provision of a range of financial products and services in the United States.

NRG Energy

Market Cap: US$30.7b

Operates as an energy and home services company in the United States and Canada.

First Solar

Market Cap: US$27.7b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

DTE Energy

Market Cap: US$26.7b

Engages in the energy-related businesses and services.

Ameren

Market Cap: US$26.5b

Operates as a public utility holding company in the United States.

Eversource Energy

Market Cap: US$25.5b

A public utility holding company, engages in the energy delivery business.

NiSource

Market Cap: US$19.8b

An energy holding company, operates as a regulated natural gas and electric utility company in the United States.

Evergy

Market Cap: US$16.9b

Engages in the generation, transmission, distribution, and sale of electricity in the United States.

Albemarle

Market Cap: US$15.4b

Provides energy storage solutions worldwide.

Nextpower

Market Cap: US$13.1b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Eurobank

Market Cap: US$12.9b

Provides retail, corporate and private banking, asset management, treasury, capital market, and other services in Greece, Bulgaria, Cyprus, and Luxembourg.

Pinnacle West Capital

Market Cap: US$10.5b

Through its subsidiary, provides retail and wholesale electric services primarily in the state of Arizona.

AES

Market Cap: US$9.7b

Operates as a power generation and utility company in the United States and internationally.

A. O. Smith

Market Cap: US$9.5b

Manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India.

Generac Holdings

Market Cap: US$9.1b

Designs, manufactures, and distributes energy technology products and solution worldwide.

OGE Energy

Market Cap: US$8.8b

Through its subsidiary, operates as an energy services provider in the United States.

Ormat Technologies

Market Cap: US$6.8b

Engages in the geothermal and recovered energy power business in the United States, Indonesia, Kenya, Turkey, Chile, Guatemala, Guadeloupe, New Zealand, Honduras, France, Indonesia, the Philippines, and internationally.

Clearway Energy

Market Cap: US$6.5b

Operates in the clean energy generation assets business in the United States.

Fortune Brands Innovations

Market Cap: US$6.2b

Engages in the provision of home and security products for residential home repair, remodeling, new construction, and security applications in the United States and internationally.

Timken

Market Cap: US$6.1b

Designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally.

Fermi

Market Cap: US$6.0b

Fermi America (Nasdaq: FRMI) is pioneering the development of next-generation electric grids that deliver highly redundant power at gigawatt scale, required to create next-generation artificial intelligence.

ESCO Technologies

Market Cap: US$5.2b

Provides engineered components and systems for aviation, navy, defense, and industrial customers.

Granite Construction

Market Cap: US$5.1b

Operates as an infrastructure contractor in the United States.