U.S. Energy Transition

Chevron

Market Cap: US$412.8b

Through its subsidiaries, engages in the integrated energy and chemicals operations in the United States and internationally.

NextEra Energy

Market Cap: US$193.5b

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

Blackstone

Market Cap: US$141.3b

An alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies.

Duke Energy

Market Cap: US$101.9b

Through its subsidiaries, operates as an energy company in the United States.

Waste Management

Market Cap: US$92.7b

Through its subsidiaries, provides environmental solutions to residential, commercial, industrial, and municipal customers in the United States, Canada, Western Europe, and internationally.

Trane Technologies

Market Cap: US$92.2b

Designs, manufactures, sells, and services of solutions for heating, ventilation, air conditioning, and custom and transport refrigeration.

KKR

Market Cap: US$82.5b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

Quanta Services

Market Cap: US$82.1b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

Kinder Morgan

Market Cap: US$74.6b

Operates as an energy infrastructure company primarily in North America.

Valero Energy

Market Cap: US$73.9b

Manufactures, markets, and sells petroleum-based and low-carbon liquid transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, Latin America, Mexico, Peru, and internationally.

Phillips 66

Market Cap: US$73.0b

Operates as an integrated downstream energy provider in the United States, the United Kingdom, Germany, and internationally.

Marathon Petroleum

Market Cap: US$71.9b

Operates as an integrated downstream energy company in the United States.

American Electric Power Company

Market Cap: US$71.1b

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.

Dominion Energy

Market Cap: US$54.3b

Provides regulated electricity and natural gas services in the United States.

WEC Energy Group

Market Cap: US$37.7b

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

EMCOR Group

Market Cap: US$32.9b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

NRG Energy

Market Cap: US$31.3b

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

DTE Energy

Market Cap: US$30.4b

Engages in energy-related businesses and services.

Ameren

Market Cap: US$30.4b

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

MasTec

Market Cap: US$25.0b

An infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

CMS Energy

Market Cap: US$23.9b

Operates as an energy company primarily in Michigan.

Evergy

Market Cap: US$18.9b

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

Brookfield Renewable

Market Cap: US$13.5b

Owns and operates a portfolio of renewable power and sustainable solution assets.

WESCO International

Market Cap: US$13.3b

Provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.

HF Sinclair

Market Cap: US$11.2b

Operates as an independent energy company in the United States.

AES

Market Cap: US$10.0b

Operates as a power generation and utility company.

Popular

Market Cap: US$8.7b

Through its subsidiaries, provides various retail, mortgage, and commercial banking services for individuals and businesses in Puerto Rico, the United States, the British Virgin Islands, the Caribbean, and Latin America.

Littelfuse

Market Cap: US$8.5b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

AGCO

Market Cap: US$8.4b

Manufactures and distributes agricultural equipment and replacement parts worldwide.

Clearway Energy

Market Cap: US$8.1b

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

Ternium

Market Cap: US$7.9b

Manufactures and distributes steel products in Mexico, Southern Region, Brazil, and internationally.

Primoris Services

Market Cap: US$7.8b

Provides infrastructure services primarily in the United States and Canada.

AXIS Capital Holdings

Market Cap: US$7.5b

Through its subsidiaries, provides various specialty insurance and reinsurance products in Bermuda, the United States, and internationally.

ESCO Technologies

Market Cap: US$7.3b

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

Silicon Laboratories

Market Cap: US$6.9b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

NOV

Market Cap: US$6.8b

Designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally.