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$279.1b

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 Middle East, and Africa.

NextEra Energy

Market Cap: US$184.7b

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

Constellation Energy

Market Cap: US$106.2b

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

American Electric Power Company

Market Cap: US$71.6b

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.

Nucor

Market Cap: US$52.8b

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

Vistra

Market Cap: US$52.7b

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

Entergy

Market Cap: US$51.5b

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

Xcel Energy

Market Cap: US$50.6b

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

Fifth Third Bancorp

Market Cap: US$44.8b

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.

Public Service Enterprise Group

Market Cap: US$39.6b

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

WEC Energy Group

Market Cap: US$36.9b

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

Ameren

Market Cap: US$30.8b

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

DTE Energy

Market Cap: US$30.2b

Engages in energy-related businesses and services.

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.

Eversource Energy

Market Cap: US$26.3b

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

NiSource

Market Cap: US$22.9b

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

Albemarle

Market Cap: US$20.2b

Provides energy storage solutions worldwide.

Nextpower

Market Cap: US$19.6b

Provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.

Evergy

Market Cap: US$19.3b

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

Generac Holdings

Market Cap: US$15.9b

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

Brookfield Renewable

Market Cap: US$12.8b

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

Pinnacle West Capital

Market Cap: US$12.5b

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

AES

Market Cap: US$10.5b

Operates as a power generation and utility company.

OGE Energy

Market Cap: US$10.0b

Through its subsidiaries, generates, transmits, distributes, and sells electric energy in the United States.

Enphase Energy

Market Cap: US$8.4b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

Timken

Market Cap: US$8.3b

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

Ormat Technologies

Market Cap: US$8.2b

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$8.0b

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

A. O. Smith

Market Cap: US$7.9b

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.

SOLV Energy

Market Cap: US$7.8b

Provides infrastructure services to the power industry in the Unites Sates.

ESCO Technologies

Market Cap: US$7.7b

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

New Jersey Resources

Market Cap: US$5.8b

An energy services holding company, distributes natural gas.

Granite Construction

Market Cap: US$5.7b

Provides infrastructure solutions for public and private clients in the United States.

HA Sustainable Infrastructure Capital

Market Cap: US$5.2b

Through its subsidiaries, engages in the investment in energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States.