Global Energy Transition - Solar

Tesla

Market Cap: US$807.6b

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

Shell

Market Cap: UK£147.0b

Operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and other Americas.

NextEra Energy

Market Cap: US$137.1b

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

Schneider Electric

Market Cap: €117.2b

Engages in the energy management and industrial automation businesses worldwide.

Applied Materials

Market Cap: US$116.7b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

Iberdrola

Market Cap: €96.0b

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$137.5b

Operates as an energy infrastructure company.

GE Vernova

Market Cap: US$89.1b

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.

China Petroleum & Chemical

Market Cap: HK$684.4b

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

Enel

Market Cap: €75.7b

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

Vinci

Market Cap: €67.2b

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

BP

Market Cap: UK£56.1b

An integrated energy company, provides carbon products and services.

ITOCHU

Market Cap: JP¥10.0t

Engages in trading and importing/exporting various products worldwide.

ACWA Power

Market Cap: ر.س238.8b

Engages in the investment, development, operation, and maintenance of power generation, water desalination, and green hydrogen production plants in the Kingdom of Saudi Arabia, the Middle East, Asia, and Africa.

Constellation Energy

Market Cap: US$62.9b

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

Equinor

Market Cap: NOK 648.2b

An energy company, engages in the exploration, production, transportation, refining, and marketing of petroleum and other forms of energy in Norway and internationally.

American Electric Power Company

Market Cap: US$57.6b

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.

Engie

Market Cap: €45.5b

Operates as an energy company, engages in the renewables and decentralized, low-carbon energy networks, and energy services businesses in France, Europe, North America, Asia, the Middle East, Oceania, South America, Africa, and internationally.

E.ON

Market Cap: €39.6b

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

NTPC

Market Cap: ₹3.5t

Primarily engages in the generation and sale of bulk power to state power utilities in India.

Xcel Energy

Market Cap: US$41.2b

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

Public Service Enterprise Group

Market Cap: US$40.9b

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

Quanta Services

Market Cap: US$38.8b

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

Vistra

Market Cap: US$38.2b

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

Dubai Electricity and Water Authority (PJSC)

Market Cap: د.إ132.5b

Generates, transmits, and distributes electricity for residential, commercial, industrial, and government customers primarily in Dubai.

Entergy

Market Cap: US$35.9b

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

WEC Energy Group

Market Cap: US$34.8b

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

WEG

Market Cap: R$194.1b

Engages in the production and sale of capital goods in Brazil and internationally.

Partners Group Holding

Market Cap: CHF 27.7b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

Adani Enterprises

Market Cap: ₹2.8t

Operates as a conglomerate company in India and internationally.

Endesa

Market Cap: €26.7b

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.

DTE Energy

Market Cap: US$28.2b

Engages in the energy-related businesses and services.

RWE

Market Cap: €24.7b

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

Naturgy Energy Group

Market Cap: €24.6b

Engages in the supply, liquefaction, regasification, transport, storage, distribution, and sale of gas.

CEZ a. s

Market Cap: Kč613.0b

Engages in the generation, distribution, trade, and sale of electricity and heat in Western, Central, and Southeastern Europe.

Ameren

Market Cap: US$26.8b

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