Theme
Solar
Solar generation and equipment feeding data-center and grid demand.
Solar covers the generation capacity and equipment that feeds growing data-center and grid demand. Falling module costs and load growth are making utility-scale solar one of the fastest-deployed sources of new electricity supply.
Companies · 4
First Solar, Inc.FSLR
Market cap$33B
Conviction5 / 5
Solar
Read profileNextpower Inc.NXT
Market cap$24B
Conviction5 / 5
Solar
Read profileNextEra Energy, Inc.NEE
Market cap$181B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profileEnphase Energy, Inc.ENPH
Market cap$9.0B
Conviction3 / 5
Solar
Read profile