Renewable energy
Solar, wind and other renewable power: panels, inverters, trackers and turbines, and the companies that build, own or finance renewable plants.
Solar and wind supply a growing share of the world's electricity. This theme covers the makers of panels, inverters, trackers and turbines, and the companies that build, own or finance renewable power plants.
Companies
61
Core
42
With a moat
39%
Average quality
32
1 wide moat · 23 narrow moat · 37 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| FSLR FIRST SOLAR, INC. | Core | Renewable Energy & Clean Tech | Narrow | 63 | $18.5B |
| BEP Brookfield Renewable Partners L.P. | Core | Independent Power & Renewables | Narrow | 46 | $13.7B |
| NXT Nextpower Inc. | Core | Renewable Energy & Clean Tech | Narrow | 67 | $12.1B |
| ENLT Enlight Renewable Energy Ltd. | Core | Independent Power & Renewables | Narrow | 45 | $10.7B |
| ENIC Enel Chile S.A. | Core | Electric & Multi-Utilities | Narrow | 43 | $6.2B |
| CWEN Clearway Energy, Inc. | Core | Independent Power & Renewables | Narrow | 49 | $6.1B |
| ORA ORMAT TECHNOLOGIES, INC. | Core | Electric & Multi-Utilities | Narrow | 37 | $5.3B |
| BEPC Brookfield Renewable Corp | Core | Electric & Multi-Utilities | Narrow | 23 | $4.9B |
| HASI HA Sustainable Infrastructure Capital, Inc. | Core | Asset & Wealth Managers | Narrow | 51 | $4.6B |
| SEDG SOLAREDGE TECHNOLOGIES, INC. | Core | Renewable Energy & Clean Tech | Narrow | 32 | $4.3B |
| ENPH Enphase Energy, Inc. | Core | Renewable Energy & Clean Tech | Narrow | 43 | $4.0B |
| RNW ReNew Energy Global plc | Core | Independent Power & Renewables | None | 19 | $2.5B |
| CDLR Cadeler A/S | Core | Construction & Engineering | Narrow | 46 | $1.9B |
| RUN Sunrun Inc. | Core | Renewable Energy & Clean Tech | None | 24 | $1.7B |
| CSIQ Canadian Solar Inc. | Core | Renewable Energy & Clean Tech | None | 18 | $1.3B |
| SHLS Shoals Technologies Group, Inc. | Core | Semiconductors | None | 27 | $1.2B |
| AMRC Ameresco, Inc. | Core | Construction & Engineering | None | 29 | $1.0B |
| XIFR XPLR Infrastructure, LP | Core | Independent Power & Renewables | None | 17 | $922M |
| TE T1 Energy Inc. | Core | Renewable Energy & Clean Tech | None | 12 | $748M |
| DQ DAQO NEW ENERGY CORP. | Core | Renewable Energy & Clean Tech | None | 28 | $683M |
| ARRY Array Technologies, Inc. | Core | Renewable Energy & Clean Tech | None | 25 | $504M |
| JKS JinkoSolar Holding Co., Ltd. | Core | Renewable Energy & Clean Tech | None | 22 | $420M |
| ELLO Ellomay Capital Ltd. | Core | Independent Power & Renewables | None | 23 | $290M |
| TOYO TOYO Co., Ltd | Core | Renewable Energy & Clean Tech | None | 41 | $202M |
| PBK POWERBANK Corp | Core | Construction & Engineering | None | 7 | $190M |
| TURB Turbo Energy, S.A. | Core | Renewable Energy & Clean Tech | None | 15 | $100M |
| WNDW SolarWindow Technologies, Inc. | Core | Semiconductors | None | 15 | $93M |
| PN Skycorp Solar Group Ltd | Core | Renewable Energy & Clean Tech | None | 32 | $90M |
| TYGO TIGO ENERGY, INC. | Core | Renewable Energy & Clean Tech | None | 23 | $63M |
| SPWR SunPower Inc. | Core | Renewable Energy & Clean Tech | None | 9 | $50M |
| WAVE Eco Wave Power Global AB (publ) | Core | Electric & Multi-Utilities | None | 22 | $31M |
| SPRU SPRUCE POWER HOLDING CORP | Core | Electric & Multi-Utilities | None | 13 | $27M |
| FTCI FTC Solar, Inc. | Core | Renewable Energy & Clean Tech | None | 14 | $26M |
| SMXT SolarMax Technology, Inc. | Core | Renewable Energy & Clean Tech | None | 16 | $22M |
| BEEM Beam Global | Core | Electrical Equipment & Power | None | 16 | $20M |
| ASTI Ascent Solar Technologies, Inc. | Core | Renewable Energy & Clean Tech | None | 7 | $18M |
| ZEO Zeo Energy Corp. | Core | Renewable Energy & Clean Tech | None | 22 | $15M |
| SUNE SUNation Energy, Inc. | Core | Renewable Energy & Clean Tech | None | 13 | $14M |
| OPTT Ocean Power Technologies, Inc. | Core | Electrical Equipment & Power | None | 13 | $5M |
| CPWR Ocean Thermal Energy Corp | Core | Electric & Multi-Utilities | None | 10 | $2M |
| OZSC OZOP ENERGY SOLUTIONS, INC. | Core | Renewable Energy & Clean Tech | None | 10 | $1M |
| SSM Sono Group N.V. | Core | Auto Parts & Suppliers | None | 18 | — |
| SHEL Shell plc | Partial | Integrated Oil, Refining & Marketing | Narrow | 48 | $298.2B |
| GEV GE Vernova Inc. | Partial | Electrical Equipment & Power | Narrow | 45 | $241.9B |
| TTE TotalEnergies SE | Partial | Integrated Oil, Refining & Marketing | Narrow | 50 | $194.1B |
| NEE NEXTERA ENERGY INC | Partial | Electric & Multi-Utilities | Wide | 59 | $163.0B |
| BN BROOKFIELD Corp /ON/ | Partial | Asset & Wealth Managers | Narrow | 52 | $101.3B |
| BAM Brookfield Asset Management Ltd. | Partial | Asset & Wealth Managers | Narrow | 76 | $72.2B |
| D DOMINION ENERGY, INC | Partial | Electric & Multi-Utilities | Narrow | 43 | $54.7B |
| XEL XCEL ENERGY INC | Partial | Electric & Multi-Utilities | Narrow | 39 | $46.9B |
| LNT ALLIANT ENERGY CORP | Partial | Electric & Multi-Utilities | Narrow | 41 | $17.3B |
| MTZ MASTEC INC | Partial | Construction & Engineering | Narrow | 44 | $15.3B |
| AES AES CORP | Partial | Independent Power & Renewables | None | 35 | $10.7B |
| ACA Arcosa, Inc. | Partial | Construction & Engineering | None | 40 | $7.2B |
| TAC TRANSALTA CORP | Partial | Independent Power & Renewables | None | 31 | $4.4B |
| PRIM Primoris Services Corp | Partial | Construction & Engineering | Narrow | 52 | $4.0B |
| CEPU CENTRAL PUERTO S.A. | Partial | Independent Power & Renewables | None | 41 | $1.9B |
| AMSC AMERICAN SUPERCONDUCTOR CORP /DE/ | Partial | Electrical Equipment & Power | Narrow | 46 | $1.3B |
| MNTK Montauk Renewables, Inc. | Partial | Gas & Water Utilities | None | 27 | $298M |
| BWEN BROADWIND, INC. | Partial | Electrical Equipment & Power | None | 25 | $77M |
| PW Power REIT | Partial | Specialty & Diversified REITs | None | 36 | $3M |
61 companies.
Price versus fair value for every company is in the screener.