Utilities
Utility companies generate, transmit, and distribute electricity and natural gas. They are regulated monopolies — no competition, guaranteed returns, and highly predictable cash flows. As electrification of transportation and heating accelerates, utilities face the largest infrastructure investment cycle in history.
The most valuable utility in the world. Combines Florida Power & Light (a regulated electric utility) with NextEra Energy Resources (the world's largest wind and solar generator). The only utility that is also a major growth company.
Serves 8 million customers across the US Southeast and Midwest. One of the largest electric utilities in America. Investing $65B+ over the next decade to modernise its grid and add renewable capacity to meet EV and data centre demand.
Operates electric and natural gas utilities across the US South. Built the Vogtle nuclear plant — the first new US nuclear reactor in decades. Earns a guaranteed return on investment set by regulators, making earnings highly predictable.
One of the largest electricity transmission operators in the US, owning 40,000 miles of high-voltage lines. The grid operator connecting power plants to millions of homes and businesses. Grid modernisation is a multidecade capital spending tailwind.
Scores 10/10 for Nuclear Power.
Scores 10/10 for Power Management.
Scores 10/10 for Nuclear Power.
Scores 10/10 for Nuclear Power.
Scores 10/10 for Power Management.
Scores 9/10 for Grid Modernisation.
Scores 9/10 for Power Electronics.
Scores 9/10 for Power Electronics.
Scores 9/10 for Utilities & Grid Infrastructure.
Scores 9/10 for Utilities & Grid Infrastructure.
Scores 9/10 for Utilities & Grid Infrastructure. Also relevant to Data Centre Energy.
Scores 9/10 for Utilities & Grid Infrastructure.
Scores 9/10 for Utilities & Grid Infrastructure. Also relevant to Data Centre Energy.
Scores 9/10 for Utilities & Grid Infrastructure.
Scores 9/10 for Utilities & Grid Infrastructure.
Scores 9/10 for Smart Buildings. Also relevant to Data Centre Energy.
Scores 9/10 for AI Data Centre Power.
Scores 9/10 for AI Data Centre Power. Also relevant to Gas Turbines.
Scores 9/10 for Water Infrastructure. Also relevant to Utilities.
Scores 9/10 for Water Infrastructure.
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