Electrification and Energy Transition Stocks
Critical infrastructure and commodity suppliers facilitate the global shift toward decarbonized power through the production of battery-grade minerals, nuclear fuel, and high-voltage electrical components.
As of Oct 23, 2026, Electrification and Energy Transition has 108 US-listed companies worth $1.6T combined. The median member moved -3.9% over the past week; CWEN led among the 25 largest at +3.9% and PWR trailed at -13.5%.
Companies in Electrification and Energy Transition
- TM – Toyota Motor Corporation ADR, $232B
- GEV – GE Vernova LLC, $220B
- BHP – BHP Group Limited, $198B
- ETN – Eaton Corporation PLC, $143B
- FCX – Freeport-McMoran Copper & Gold Inc, $93.6B
- PWR – Quanta Services Inc, $90.4B
- NGG – National Grid PLC ADR, $82.3B
- CMI – Cummins Inc, $71.5B
- APD – Air Products and Chemicals Inc, $68.6B
- BE – Bloom Energy Corp, $57.1B
- CARR – Carrier Global Corp, $46.4B
- STM – STMicroelectronics NV ADR, $39.5B
- TECK – Teck Resources Ltd Class B, $28.9B
- ON – ON Semiconductor Corporation, $28.1B
- HUBB – Hubbell Inc, $23.6B
- EIX – Edison International, $22.3B
- FSLR – First Solar Inc, $18.5B
- SQM – Sociedad Quimica y Minera de Chile SA ADR B, $17.3B
- RIVN – Rivian Automotive Inc, $17.1B
- BWA – BorgWarner Inc, $11.2B
- CWEN – Clearway Energy Inc Class C, $7.4B
- NRKBY – Nkt A/S, $7.3B
- MOD – Modine Manufacturing Company, $7.1B
- VFS – VinFast Auto Ltd. Ordinary Shares, $7B
- MP – MP Materials Corp, $6.8B
- ENS – Enersys, $6.1B
- ST – Sensata Technologies Holding NV, $5.9B
- LEA – Lear Corporation, $5.9B
- GTX – Garrett Motion Inc, $4.5B
- MYRG – MYR Group Inc, $4.4B
- BETA – Beta Technologies, Inc., $4.4B
- ENPH – Enphase Energy Inc, $4.1B
- CBT – Cabot Corporation, $3.8B
- ERO – Ero Copper Corp, $3.6B
- DAN – Dana Inc, $3.1B
- VGNT – Versigent PLC, $3B
- KN – Knowles Cor, $3B
- ACHR – Archer Aviation Inc, $2.9B
- TGB – Taseko Mines Ltd, $2.9B
- QS – QuantumScape Corporation Class A Common Stock, $2.5B
- NVTS – Navitas Semiconductor Corp, $2.2B
- TMC – TMC the metals company Inc, $2.1B
- PLUG – Plug Power Inc, $1.9B
- AEHR – Aehr Test Systems, $1.8B
- IE – Ivanhoe Electric Inc., $1.6B
- LIME – Neutron Holdings, Inc. Common Stock, $1.6B
- WOLF – Wolfspeed, Inc., $1.2B
- SGML – Sigma Lithium Resources Corp, $956M
- PUMP – ProPetro Holding Corp, $887M
- LAR – Lithium Argentina AG, $865M
- LAC – Lithium Americas Corp, $777M
- ADSE – Ads Tec Energy PLC, $747M
- BLDP – Ballard Power Systems Inc, $671M
- MATW – Matthews International Corporation, $606M
- ELVR – Sayona Mining Limited American Depository Shares, $553M
- LOT – Lotus Technology Inc., $552M
- SLDP – Solid Power Inc, $532M
- WRN – Western Copper and Gold Corp, $461M
- ASTL – Algoma Steel Group Inc, $459M
- INDI – indie Semiconductor Inc, $422M
- SLI – Standard Lithium Ltd, $407M
- ENRD – Einride AB American Depositary Shares, $348M
- LZM – Lifezone Metals Limited, $346M
- CLNE – Clean Energy Fuels Corp, $337M
- EVGO – Evgo Inc, $337M
- LVWR – LiveWire Group Inc., $322M
- NMG – Nouveau Monde Graphite Inc, $320M
- IONR – ioneer Ltd American Depositary Shares, $234M
- ABAT – American Battery Technology Company Common Stock, $198M
- CHPT – ChargePoint Holdings Inc, $192M
- MVST – Microvast Holdings Inc, $188M
- TMCR – The Metals Royalty Company Inc. Common Stock, $138M
- CBAT – CBAK Energy Technology Inc, $123M
- FEAM – 5E Advanced Materials Inc, $122M
- AREC – American Resources Corp Class A, $121M
- CPSH – Cps Technologies, $74.2M
- ATLX – Atlas Lithium Corporation Common Stock, $69.2M
- EVTL – Vertical Aerospace Ltd, $67.5M
- WBX – Wallbox NV, $66.7M
- BLNK – Blink Charging Co, $64.2M
- GGR – Gogoro Inc, $60.2M
- WWR – Westwater Resources Inc, $58.5M
- SAFX – XCF Global, Inc. Class A Common Stock, $58.3M
- IPWR – Ideal Power Inc, $56.4M
- NAAS – Naas Technology Inc ADR, $56.3M
- NVX – Novonix Ltd ADR, $52.9M
- ZOOZ – ZOOZ Power Ltd. Ordinary Shares, $52.1M
- ELBM – Electra Battery Materials Corp, $48.7M
- XOS – Xos Inc, $40.9M
- STI – Solidion Technology Inc., $39.4M
- PPSI – Pioneer Power Solutions Inc. , $30.1M
- CNTM – ConnectM Technology Solutions, Inc., $29.5M
- GTEC – Greenland Technologies Holding Corporation, $17.6M
- HTOO – Fusion Fuel Green PLC, $15.3M
- SUNE – SUNation Energy Inc., $14.9M
- XCH – XCHG Limited American Depositary Share, $12M
- CETY – Clean Energy Technologies, Inc. Common Stock, $11.4M
- EPOW – Sunrise New Energy Co. Ltd, $9.2M
- FLUX – Flux Power Holdings Inc, $9M
- UCAR – U Power Limited Ordinary Shares, $7.9M
- AQMS – Aqua Metals Inc, $7.2M
- DFLI – Dragonfly Energy Holdings Corp., $5.2M
- VMAR – Vision Marine Technologies Inc, $4M
- NVVE – Nuvve Holding Corp, $963,977
- GP – GreenPower Motor Company Inc, $676,428
- HGAS – Global Gas Corporation, $456,173
- EVUS – EV Charging USA Inc
- GWHT – GWHT