Global 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$275.3b

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 Middle East, and Africa.

NextEra Energy

Market Cap: US$184.1b

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

Schneider Electric

Market Cap: €148.7b

Engages in the energy management and industrial automation businesses worldwide.

Iberdrola

Market Cap: €131.4b

Engages in the generation, production, transmission, distribution, and supply of electricity in Spain, the United Kingdom, the United States, Mexico, Brazil, Germany, France, and Australia.

Enbridge

Market Cap: CA$171.6b

Operates as an energy infrastructure company.

BP

Market Cap: UK£87.3b

An integrated energy company, engages in the oil and gas business worldwide.

Enel

Market Cap: €97.9b

Operates as an integrated operator in the electricity and gas industries worldwide.

Constellation Energy

Market Cap: US$101.6b

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

Equinor

Market Cap: NOK 908.6b

Operates as an energy company in Norway and internationally.

ITOCHU

Market Cap: JP¥13.6t

Trades and imports/exports various products worldwide.

China Petroleum & Chemical

Market Cap: HK$668.4b

An energy and chemical company, engages in the oil and gas and chemical operations in Mainland China.

Vinci

Market Cap: €67.8b

Engages in concessions, energy, and construction businesses in France and internationally.

Engie

Market Cap: €66.1b

Engages in renewables and decentralized and low-carbon energy networks in France, Europe, North America, Asia, the Middle East, Oceania, South America, Africa, and internationally.

Vale

Market Cap: R$352.4b

Produces iron ore and nickel in Brazil, Asia, the Middle East, North Africa, Europe, the Americas, and Oceania.

American Electric Power Company

Market Cap: US$70.1b

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.

E.ON

Market Cap: €48.4b

Operates as an energy company in Germany, the United Kingdom, Sweden, the Netherlands, rest of Europe, and internationally.

Nucor

Market Cap: US$51.4b

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

Entergy

Market Cap: US$51.3b

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

Sungrow Power Supply

Market Cap: CN¥339.5b

Engages in the research and development, production, sale, and service of new energy power equipment for solar energy, wind energy, energy storage, and electric vehicles.

Xcel Energy

Market Cap: US$49.9b

Through its subsidiaries, operates as an electric and natural gas delivery company in the United States.

Vistra

Market Cap: US$48.6b

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

RWE

Market Cap: €39.9b

Generates and supplies electricity from renewable and conventional sources in Germany, the United Kingdom, rest of Europe, North America, and internationally.

United Microelectronics

Market Cap: NT$1.5t

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

Orlen

Market Cap: zł165.2b

Operates in refining, petrochemical, energy, retail, gas, and upstream business.

Toyota Tsusho

Market Cap: JP¥7.2t

Engages in the metals, circular economy, supply chain, mobility, green infrastructure, digital solutions, and lifestyle businesses.

Fifth Third Bancorp

Market Cap: US$44.3b

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

Endesa

Market Cap: €38.1b

Engages in the generation, distribution, and sale of electricity in Spain, Portugal, France, Germany, the United Kingdom, Switzerland, Luxembourg, the Netherlands, Singapore, Italy, Morocco, and internationally.

Adani Power

Market Cap: ₹4.2t

Engages in the generation, transmission, and sale of electricity under long term power purchase agreements (PPAs), supplemental PPAs, medium and short term PPAs, and on merchant basis in India.

Woodside Energy Group

Market Cap: AU$60.5b

Engages in the exploration, evaluation, development, production, marketing, and sale of hydrocarbons in the Asia Pacific, Africa, the Americas, and the Europe.

ORIX

Market Cap: JP¥6.9t

Provides financial services in Japan, the United States, Asia, Europe, and Australasia.

NTPC

Market Cap: ₹3.8t

Operates as an integrated power company in India.

SSE

Market Cap: UK£29.0b

Engages in the generation, transmission, distribution, and supply of electricity.

Public Service Enterprise Group

Market Cap: US$38.9b

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

Huadian New Energy Group

Market Cap: CN¥252.0b

Engages in the power generation business in China.

Adani Enterprises

Market Cap: ₹3.5t

Operates in the new energy ecosystem, data center, airports, roads, copper, digital space, ropeway system, and other sectors in India and internationally.