Renewable Energy

NextEra Energy is the world's largest producer of wind and solar energy, operating through regulated utilities and renewable energy development. The company leads the clean energy transition with massive investments in renewable generation, battery storage, and green hydrogen projects, making it the cornerstone of America's renewable energy infrastructure.

First Solar is America's largest solar panel manufacturer specializing in thin-film photovoltaic modules. The company provides utility-scale PV power plants and supports them with financing, construction, maintenance and end-of-life panel recycling services. Their vertically integrated manufacturing ensures supply chain control for critical solar infrastructure.

Enphase Energy revolutionized solar with microinverter technology that converts DC power to AC at each panel. Their Ensemble energy management system integrates solar generation, battery storage, and smart monitoring into a complete home energy solution. The company dominates residential solar electronics with over 68 million microinverters deployed globally.

Sunrun is America's leading residential solar, battery storage, and energy services company. They pioneered the solar-as-a-service model, making clean energy accessible through leases and power purchase agreements. With over 900,000 customers, Sunrun creates virtual power plants that support grid stability while reducing homeowner energy costs.

SolarEdge transformed solar energy harvesting through DC power optimization at the module level. Their intelligent inverter solutions maximize energy production while providing panel-level monitoring and safety features. The company expanded into battery storage, EV charging, and smart energy management, creating comprehensive renewable energy ecosystems.

Brookfield Renewable operates one of the world's largest publicly traded renewable power platforms with hydroelectric, wind, solar and storage facilities across four continents. Their 23,000 MW portfolio generates stable cash flows while their development pipeline of 110,000 MW positions them for massive clean energy expansion globally.

Plug Power is building the hydrogen economy as a leading provider of hydrogen fuel cell systems and green hydrogen production. They deploy fuel cells for material handling, stationary power, and on-road applications while developing green hydrogen generation plants. The company aims to produce 500 tons of liquid green hydrogen daily by 2025.

JinkoSolar is one of the world's largest solar module manufacturers with cumulative shipments exceeding 130 GW. They vertically integrate from silicon wafers to solar system integration, ensuring quality control and cost efficiency. The company's Tiger Neo panels achieve industry-leading efficiency while their global manufacturing footprint ensures supply chain resilience.

Canadian Solar is a global leader in solar module manufacturing and utility-scale solar project development. They produce high-efficiency solar panels while developing, building, and operating solar power plants worldwide. Their subsidiary CSI Solar manufactures panels while Recurrent Energy develops utility-scale projects with 26 GWp global pipeline.

Tesla's energy division deploys solar panels, Solar Roof tiles, and Megapack battery storage at massive scale. Their energy storage deployments reached 14.7 GWh in Q2 2024, supporting grid stability and renewable integration. Tesla Energy leverages automotive battery expertise to accelerate sustainable energy adoption beyond transportation.

GE Vernova, spun from General Electric, is a global leader in wind turbine manufacturing with the powerful Haliade-X offshore platform. They provide onshore and offshore wind turbines, grid solutions, and power generation equipment. GE's renewable energy division generates significant revenue while advancing wind technology innovation.

Bloom Energy's solid oxide fuel cells generate clean, reliable electricity without combustion. Their Energy Servers run on natural gas, biogas, or hydrogen, providing 24/7 power with lower emissions than the grid. The company's technology bridges today's energy infrastructure with tomorrow's hydrogen economy through fuel-flexible distributed generation.

Ormat Technologies specializes in geothermal power generation and energy storage solutions. They design, manufacture, and operate geothermal power plants globally while developing recovered energy generation and energy storage projects. The company's baseload renewable generation complements intermittent solar and wind with reliable clean power.

Clearway Energy owns and operates renewable and conventional power generation assets with 5.1 GW net capacity. Their portfolio includes wind, solar, and natural gas facilities with long-term power purchase agreements. The company provides stable cash flows from renewable assets while transitioning toward cleaner generation mix.

Hannon Armstrong is the first U.S. public company solely focused on climate solutions investing. They provide debt and equity financing for renewable energy, energy efficiency, and sustainable infrastructure projects. The company's investments reduce carbon emissions while generating attractive risk-adjusted returns.

Atlantica owns and manages renewable energy, storage, transmission lines and water assets globally. Their 2.2 GW renewable portfolio includes solar, wind, and storage with long-term contracts. The company focuses on sustainable infrastructure investments that generate predictable cash flows while advancing energy transition.

Ameresco develops, constructs, and operates energy efficiency and renewable energy projects for commercial and government customers. They implement solar, battery storage, and combined heat and power systems while managing energy assets. The company's comprehensive approach reduces energy costs while advancing sustainability goals.

Array Technologies manufactures ground-mounted solar tracking systems that increase energy production by 25%. Their DuraTrack and OmniTrack systems optimize panel orientation throughout the day, maximizing solar harvest. The company's tracking technology is essential infrastructure enabling utility-scale solar projects to achieve competitive energy costs.

Shoals Technologies manufactures electrical balance of system solutions critical for solar energy projects. Their combiners, recombiners, and wireless monitoring systems reduce installation costs and improve solar farm reliability. The company's plug-and-play solutions accelerate solar deployment while enhancing system performance and safety.

Ballard Power Systems designs and manufactures proton exchange membrane fuel cells for transportation and stationary applications. Their fuel cells power buses, trucks, trains, and backup power systems with zero emissions. The company advances hydrogen economy infrastructure essential for storing and utilizing renewable energy.

ChargePoint operates one of the world's largest EV charging networks with comprehensive hardware and software solutions. They provide Level 2 and DC fast charging for commercial, fleet, and residential customers. The company's cloud subscription platform manages over 210,000 activated ports, enabling the electric transportation revolution.

Stem provides AI-driven energy storage solutions that optimize renewable energy integration and grid services. Their Athena software platform uses machine learning to maximize value from battery storage systems. The company helps commercial customers and utilities balance renewable intermittency while participating in energy markets.

Chinese electric vehicle manufacturer developing smart EVs with advanced autonomous driving capabilities and charging infrastructure solutions.

Energy infrastructure company with significant investments in renewable natural gas, propane distribution, and clean energy solutions for residential and commercial customers.

QuantumScape develops solid-state lithium-metal batteries promising higher energy density and faster charging. Their ceramic separator technology could revolutionize EV batteries and energy storage. While pre-revenue, the company's breakthrough technology could dramatically improve renewable energy storage and electric vehicle performance.

Enovix develops next-generation 3D silicon lithium-ion batteries with higher energy density and improved safety. Their architectural innovation enables better performance for portable electronics and potentially EVs. The company's advanced battery technology could enhance energy storage capabilities critical for renewable energy integration.

Energy infrastructure investment fund focused on midstream energy assets including renewable energy infrastructure and clean energy transition investments.

EVgo operates one of America's largest public DC fast charging networks for electric vehicles. Their high-power chargers enable long-distance EV travel along major corridors. The company's infrastructure directly supports transportation electrification, increasing demand for renewable electricity generation.

Gevo produces renewable fuels and chemicals from plant-based feedstocks using proprietary fermentation technology. Their sustainable aviation fuel and renewable gasoline offer drop-in replacements for fossil fuels. The company's bio-based approach provides transition fuels while transportation fully electrifies.

Solar project development and power generation company focused on utility-scale solar installations and renewable energy infrastructure development globally.

EV charging infrastructure and energy storage technology company, providing smart charging solutions and energy management systems for electric vehicle adoption.

Workhorse manufactures electric delivery vehicles and drones for last-mile delivery. Their C-Series electric vans reduce emissions in commercial fleets while their HorseFly drone system innovates sustainable logistics. The company supports transportation electrification in the commercial vehicle segment, expanding renewable energy demand.

Thermal energy storage technology company providing utility-scale energy storage solutions using innovative thermal storage systems for renewable energy integration.