The world's largest generator of renewable energy from wind and solar. Also owns Florida Power & Light, one of the most efficient regulated utilities in the US. Invests more in clean energy annually than most countries.
Makes the microinverters and battery systems that turn solar panels into complete home energy systems. Installed in 4 million+ homes. Each system creates recurring software and service revenue. Dominant in residential solar electronics.
The only major US-based solar panel manufacturer. Makes thin-film panels with US-made components, qualifying for Inflation Reduction Act subsidies that Chinese competitors cannot access. Backlog stretches years into the future.
The largest residential solar and battery company in the US. Installs and owns solar systems on homeowners' rooftops, selling them the electricity under 20-year contracts. The recurring energy revenue model is predictable and inflation-protected.
Operates one of the world's largest portfolios of renewable power assets — hydro, wind, solar, and storage across 30 countries. Structured as a partnership that distributes most of its cash flow, making it an income vehicle tied to clean energy growth.
Linked to Fuel Cells and Clean Energy. Customers include Google and Microsoft. Competes with Plug Power and First Solar.
Linked to Hydrogen Economy and Fuel Cells. Customers include Amazon and Walmart. Competes with Bloom Energy and FuelCell Energy.
Linked to Renewable Energy and Wind Energy. Relies on First Solar and GE Vernova. Competes with Duke Energy and American Electric Power.
Linked to Energy Transition and Wind Power. Customers include NextEra Energy and Amazon. Competes with Siemens Energy and Vertiv.
Linked to Hydrogen Energy. Customers include Tesla, Intel and TSMC. Competes with Air Products and Airgas (Air Liquide).
Linked to Hydrogen Energy and Clean Energy. Customers include TSMC and Intel. Competes with Linde and Airgas.
Linked to Renewable Energy. Competes with Enel and Engie.
Linked to Renewable Energy. Competes with NextEra and RWE.
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