Energy Transition
Multi-year investment theme · Current Ideas attach below · Not investment advice
Companies (50)
Market Leaders
Established Players
AMEREN CORPAEE · Utilities73$30BNRG ENERGY, INC.NRG · Utilities70$29BPG&E CorpPCG · Utilities68$44BCMS ENERGY CORPCMS · Utilities64$23BATMOS ENERGY CORPATO · Utilities61$28BAES CORPAES · Utilities61$11BEnphase Energy, Inc.ENPH · Energy61$6BHUBBELL INCHUBB · Technology60$26BOklo Inc.OKLO · Utilities59$9BEnlight Renewable Energy Ltd.ENLT · Utilities56$11BX-Energy, Inc.XE · Industrials56$5BFIRST SOLAR, INC.FSLR · Technology54$27BEnerSysENS · Industrials54$8BPPL CorpPPL · Utilities53$27BForgent Power Solutions, Inc.FPS · Industrials51$17BFIRSTENERGY CORPFE · Utilities49$27BACUITY INC. (DE)AYI · Industrials$11B
Emerging & Small-Cap
FUELCELL ENERGY INCFCEL · Industrials76$1BCENTRUS ENERGY CORPLEU71$3BSOLAREDGE TECHNOLOGIES, INC.SEDG · Technology69Green Plains Inc.GPRE · Materials69T1 Energy Inc.TE · Industrials63$2BTIGO ENERGY, INC.TYGO · Technology63Eos Energy Enterprises, Inc.EOSE · Industrials62$2BAmprius Technologies, Inc.AMPX · Industrials59$2BEnovix CorpENVX · Industrials59$1BHAWAIIAN ELECTRIC INDUSTRIES INCHE · Utilities58$2BNOVONIX LtdNVX58$397MDENISON MINES CORP.DNN · Energy56$3BSolaria Energía y Medio Ambiente, S.A.SLR.MC56Fluence Energy, Inc.FLNC · Industrials55$4BPLUG POWER INCPLUG · Industrials53$4BADURO CLEAN TECHNOLOGIES INC.ADUR · Materials53$475MEDP ENERGIAS DE PORTUGAL SAEDPFY · Utilities53URANIUM ENERGY CORPUEC · Materials52Ballard Power Systems Inc.BLDP48$1BEllomay Capital Ltd.ELLO · Utilities48$259MenCore Energy Corp.EU · Materials43$262MSunrun Inc.RUN$3BXPLR Infrastructure, LPXIFR · Utilities$1BESS Tech, Inc.GWH · Industrials$25MEDP ENERGIAS DE PORTUGAL SAELCPF · UtilitiesClearway Energy, Inc.CWEN · Utilities
Related Industries
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Theme data derived from AlphaOS Knowledge Graph and ETF holdings analysis. Content is for research and education only — not investment advice.