Renewable Energy
Solar and wind are now the cheapest forms of new electricity generation ever built. Trillions are being invested globally to replace fossil fuels. AI data centres, EV charging networks, and electrified manufacturing are creating demand that even rapid renewable build-out struggles to meet.
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.
Scores 9/10 for Fuel Cells. Also relevant to Clean Energy and Hydrogen Economy.
Scores 9/10 for Hydrogen Economy. Also relevant to Fuel Cells and Clean Energy.
Scores 9/10 for Renewable Energy. Also relevant to Wind Energy.
Scores 9/10 for Energy Transition. Also relevant to Wind Power.
Scores 9/10 for Hydrogen Energy.
Scores 9/10 for Hydrogen Energy. Also relevant to Clean Energy.
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