Theme
Merchant power
Independent power producers selling into wholesale markets, often with nuclear fleets.
Merchant power producers operate generation assets and sell electricity into wholesale markets rather than under regulated rate structures. Many of these independent power producers own nuclear fleets alongside gas and other generation.
Companies · 5
Constellation Energy CorporationCEG
Market cap$98B
Conviction4 / 5
Merchant power
Read profileVistra Corp.VST
Market cap$55B
Conviction4 / 5
Merchant power
Read profileNRG Energy, Inc.NRG
Market cap$30B
Conviction4 / 5
Merchant power
Read profileTalen Energy CorporationTLN
Market cap$17B
Conviction3 / 5
Merchant powerData-center power & cooling
Read profileIREN LimitedIREN
Market cap$13B
Conviction3 / 5
Data-center power & coolingMerchant power
Read profile