Energy transition
stock lists.
Explore publicly traded companies across critical minerals, clean energy, grid infrastructure and electric vehicles.
Critical minerals
12 lists · 287 companies · $2.19tn
Producers, developers, explorers and selected processors.
Preview 5 companies+Market data · 12 Sep 2026
- 01
BHP GroupBHP.AX$221.9bn - 02
Southern CopperSCCO$163.4bn - 03
Rio TintoRIO.L$162.2bn - 04
Zijin Mining2899.HK$118.1bn - 05
Freeport-McMoRanFCX$102.1bn
Rare earth miners, processors and magnet businesses.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Shin-Etsu Chemical4063.T$67.8bn - 02
China Northern Rare Earths600111.SS$20.2bn - 03
Lynas Rare EarthsLYC.AX$10.4bn - 04
MP MaterialsMP$9.0bn - 05
China Rare Earth Resources And Technology000831.SZ$8.2bn
Hard-rock and brine producers, developers and explorers.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Qinghai Salt Lake Industry000792.SZ$20.1bn - 02
SQMSQM$20.0bn - 03
AlbemarleALB$13.9bn - 04
PLS GroupPLS.AX$10.5bn - 05
Ganfeng Lithium1772.HK$9.3bn
Uranium producers, developers and exploration companies.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Cameco CorpCCO.TO$42.1bn - 02
KazatompromKAP.IL$18.3bn - 03
Sprott Physical Uranium TrustU-UN.TO$6.7bn - 04
NexGen EnergyNXE.TO$6.6bn - 05
Uranium Energy CorpUEC$5.2bn
Companies across bauxite, alumina, aluminum and recycling.
Preview 5 companies+Market data · 9 Sep 2026
- 01Rio TintoRIO.L$162.2bn
- 02
China Hongqiao Group1378.HK$28.2bn - 03
Hindalco IndustriesHINDALCO.NS$22.8bn - 04
Aluminum Corporation of China (Chalco)2600.HK$19.1bn - 05
Norsk HydroNHY.OL$18.5bn
Silver miners, developers and diversified producers.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Wheaton Precious MetalsWPM$70.0bn - 02
FresnilloFRES.L$30.0bn - 03
Hindustan ZincHINDZINC.NS$25.5bn - 04
Coeur MiningCDE$21.2bn - 05
Pan American SilverPAAS$20.9bn
Cobalt producers, project developers and processors.
Preview 5 companies+Market data · 12 Sep 2026
- 01
GlencoreGLEN.L$96.1bn - 02
ValeVALE3.SA$64.9bn - 03
CMOC Group3993.HK$43.6bn - 04
Huayou Cobalt603799.SS$10.2bn - 05
UmicoreUMI.BR$6.3bn
Nickel producers and developers across global markets.
Preview 5 companies+Market data · 12 Sep 2026
- 01GlencoreGLEN.L$96.1bn
- 02ValeVALE3.SA$64.9bn
- 03
Sumitomo Metal Mining5713.T$16.6bn - 04
ANTAMANTM.JK$4.5bn
- 05
IGO LimitedIGO.AX$4.1bn
Tin producers, developers and exploration companies.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Yunnan Tin Company000960.SZ$8.2bn - 02
MinsurMINSURI1.LM$6.5bn - 03
PT TimahTINS.JK$2.0bn - 04
AlphaminAFM.V$1.3bn - 05
Metals XMLX.AX$1.2bn
Natural and synthetic graphite businesses and projects.
Preview 5 companies+Market data · 12 Sep 2026
- 01
POSCO Future M003670.KS$12.3bn - 02
Nouveau Monde GraphiteNOU.TO$441mn - 03
Sovereign MetalsSVM.AX$242mn - 04
NanoXploreGRA.TO$179mn - 05
Syrah ResourcesSYR.AX$175mn
Companies with critical-mineral projects in the United States.
Preview 5 companies+Market data · 12 Sep 2026
- 01BHP GroupBHP.AX$221.9bn
- 02Rio TintoRIO.L$162.2bn
- 03Freeport-McMoRanFCX$102.1bn
- 04Cameco CorpCCO.TO$42.1bn
- 05Sumitomo Metal Mining5713.T$16.6bn
Companies drawn from the underlying battery-material lists.
Preview 5 companies+Market data · 12 Sep 2026
- 01GlencoreGLEN.L$96.1bn
- 02ValeVALE3.SA$64.9bn
- 03CMOC Group3993.HK$43.6bn
- 04Qinghai Salt Lake Industry000792.SZ$20.1bn
- 05SQMSQM$20.0bn
Clean energy
5 lists · 209 companies · $4.01tn
Geothermal power producers, developers and equipment exposure.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Barito RenewablesBREN.JK$24.6bn - 02
Ormat TechnologiesORA$5.8bn - 03
Mercury NZMCY.NZ$5.5bn - 04
Contact EnergyCEN.NZ$5.3bn - 05
Fervo EnergyFRVO$4.6bn
Uranium, nuclear generation, reactor technology and services.
Preview 5 companies+Market data · 12 Sep 2026
- 01
GE VernovaGEV$255.0bn - 02
NextEra EnergyNEE$171.7bn - 03
Rolls-Royce HoldingsRR.L$162.2bn - 04
Constellation EnergyCEG$100.9bn - 05
Southern CompanySO$100.3bn
Hydrogen production, equipment, fuel cells and infrastructure.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Toyota Motor Corporation7203.T$233.7bn - 02
Linde plcLIN$214.9bn - 03
Siemens EnergyENR.DE$142.4bn - 04
Air Liquide SAAI.PA$123.3bn - 05
Atlas Copco ABATCO-A.ST$102.2bn
Turbine suppliers, components, developers and power producers.
Preview 5 companies+Market data · 12 Sep 2026
- 01GE VernovaGEV$255.0bn
- 02NextEra EnergyNEE$171.7bn
- 03
IberdrolaIBE.MC$156.1bn - 04Siemens EnergyENR.DE$142.4bn
- 05
EnelENEL.MI$103.1bn
Solar materials, equipment, developers and power producers.
Preview 5 companies+Market data · 9 Sep 2026
- 01NextEra EnergyNEE$171.7bn
- 02
Sungrow300274.SZ$26.1bn - 03
First SolarFSLR$22.5bn - 04
Ningbo Deye Technology605117.SS$16.3bn - 05
LONGi Green Energy601012.SS$12.8bn
Grid & infrastructure
3 lists · 97 companies · $3.85tn
Transmission and distribution equipment and components.
Preview 5 companies+Market data · 12 Sep 2026
- 01GE VernovaGEV$255.0bn
- 02
Schneider ElectricSU.PA$190.3bn - 03
ABBABBN.SW$174.6bn - 04
EatonETN$165.2bn - 05
Hitachi6501.T$151.6bn
Storage technology, battery systems and related infrastructure.
Preview 5 companies+Market data · 9 Sep 2026
- 01
TeslaTSLA$1.44tn - 02
CATL300750.SZ$228.3bn - 03
BYD Company1211.HK$92.8bn - 04
LG Energy Solution373220.KS$62.8bn - 05
Sumitomo Electric5802.T$42.2bn
Engineering and construction across clean energy and the grid.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Quanta ServicesPWR$97.8bn - 02
VINCIDG.PA$71.5bn - 03
MasTecMTZ$19.3bn - 04
Hyundai Engineering & Construction000720.KS$11.3bn - 05
AtkinsRéalisATRL.TO$9.8bn
EVs & mobility
5 lists · 65 companies · $2.86tn
Automakers, batteries and charging in one combined list.
Preview 5 companies+Market data · 12 Sep 2026
- 01TeslaTSLA$1.44tn
- 02CATL300750.SZ$228.3bn
- 03ABBABBN.SW$174.6bn
- 04BYD Company1211.HK$92.8bn
- 05
Xiaomi Corporation1810.HK$86.5bn
Listed manufacturers of electric passenger and commercial vehicles.
Preview 5 companies+Market data · 12 Sep 2026
- 01TeslaTSLA$1.44tn
- 02BYD Company1211.HK$92.8bn
- 03Xiaomi Corporation1810.HK$86.5bn
- 04
General MotorsGM$77.4bn - 05
Hyundai Motor005380.KS$74.7bn
Battery manufacturers and related EV battery businesses.
Preview 5 companies+Market data · 12 Sep 2026
- 01CATL300750.SZ$228.3bn
- 02BYD Company1211.HK$92.8bn
- 03
Panasonic Holdings6752.T$63.9bn - 04LG Energy Solution373220.KS$62.8bn
- 05
Samsung SDI006400.KS$32.0bn
Charging equipment, networks and related infrastructure.
Preview 5 companies+Market data · 12 Sep 2026
- 01TeslaTSLA$1.44tn
- 02ABBABBN.SW$174.6bn
- 03
Qingdao TGOOD Electric300001.SZ$5.2bn - 04
FastnedFAST.AS$901mn - 05
ADS-TEC EnergyADSE$871mn
Electric vertical take-off and landing aircraft businesses.
Preview 5 companies+Market data · 12 Sep 2026
- 01
Joby AviationJOBY$6.3bn - 02
BETA TechnologiesBETA$5.0bn - 03
Archer AviationACHR$4.3bn - 04
Eve Air MobilityEVEX$735mn - 05
EHang HoldingsEH$344mn
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How to read these figures +
The headline and category totals count each company once within that scope. Individual lists overlap, so their totals should not be added together. Market capitalization is the value of the whole company, including business activities outside the theme. Combined lists draw companies from underlying lists.
Directory refreshed 12 Sep 2026. Row dates refer to market data, not a fresh editorial review. Read the full methodology →
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