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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (557)

%
Company Market Cap Price
KEP Korea Electric Power Corporation 65%
KEP's generation portfolio includes hydroelectric power assets, aligning with Hydroelectric Power.
$16.06B
$12.51
-1.03%
BIP Brookfield Infrastructure Partners L.P. 70%
Owns natural gas transmission pipelines, reflecting midstream energy infrastructure.
$15.86B
$34.38
+1.81%
BIP-PB Brookfield Infrastructure Partners L.P. 80%
Midstream pipelines and terminals exposure (gas storage, pipelines, terminals) aligns with Midstream Pipelines & Terminals.
$15.86B
$34.38
+1.81%
BIP-PA Brookfield Infrastructure Partners L.P. 80%
Midstream pipelines & terminals assets, including natural gas pipelines and LNG infrastructure.
$15.86B
$34.38
+1.81%
MTZ MasTec, Inc. 85%
MasTec offers Solar Installation & Services for solar projects as part of its Clean Energy and Infrastructure end markets.
$15.43B
$195.60
-6.97%
FTI TechnipFMC plc 92%
TechnipFMC directly provides oil services and equipment, including subsea systems and installation capabilities (iEPCI/Subsea 2.0), which is the core business.
$15.00B
$35.79
-3.11%
RIVN Rivian Automotive, Inc. 80%
Rivian produces lithium-ion battery cells and packs (structural battery pack) as a core product.
$14.67B
$12.80
-2.44%
WES Western Midstream Partners, LP 95%
WES operates natural gas processing facilities and provides processing services as a core midstream function.
$14.21B
$37.26
-2.49%
BEPC Brookfield Renewable Corporation 90%
Hydroelectric Power is a core asset class within BEPC's diversified generation mix.
$14.07B
$37.62
-1.60%
JBS Jbs N.v. 60%
JBS references biodiesel as part of its diversified product base, aligning with biofuels as an investable theme.
$14.02B
$12.64
+0.96%
PKX POSCO Holdings Inc. 85%
POSCO is expanding into battery materials (cathode/anode materials, lithium processing) via POSCO Future M.
$13.70B
$45.13
-3.38%
EMA Emera Incorporated 80%
Owns/controls natural gas pipelines, a core component of its gas infrastructure.
$13.22B
$48.99
+2.40%
ERRAF Emera Incorporated 80%
Emera deploys solar capacity (e.g., Tampa Electric) as part of its renewable integration strategy.
$12.59B
$17.86
NXT Nextracker Inc. 55%
Solar installation & services capability aligns with end-to-end project delivery.
$12.11B
$82.80
-3.36%
SQM Sociedad Química y Minera de Chile S.A. 85%
SQM sells lithium battery materials (lithium and derivatives) used in battery manufacturing.
$11.65B
$40.77
-6.10%
PAA Plains All American Pipeline, L.P. 92%
Directly operates pipelines, terminals, storage and gathering assets for crude oil; core midstream service and revenue comes from crude oil transport and associated throughput tariffs.
$11.15B
$15.85
-2.16%
DTM DT Midstream, Inc. 95%
DT Midstream's core business is owning and operating natural gas transmission pipelines, i.e., natural gas pipelines.
$11.12B
$109.50
-2.02%
PNW Pinnacle West Capital Corporation 80%
The capital plan includes investments in energy storage systems to support grid reliability and renewable integration.
$11.03B
$92.41
+0.51%
BG Bunge Global S.A. 92%
Bunge's Refined & Specialty Oils segment focuses on processing edible oils, making oil refining a core product category.
$10.86B
$80.77
-0.88%
UHAL U-Haul Holding Company 70%
Propane distribution sold via U-Haul locations.
$10.65B
$54.32
-2.48%
ALB Albemarle Corporation 90%
The company produces battery-grade materials used in Li-ion batteries (e.g., for conversion, anode materials), a direct product line.
$10.57B
$89.86
-5.81%
VNOM Viper Energy, Inc. 75%
VNOM earns royalty revenue from oil and gas production on Permian Basin assets, aligning with Oil & Gas Exploration & Production as its core energy asset exposure.
$10.56B
$36.59
-2.37%
YPF YPF Sociedad Anónima 92%
Upstream oil & gas exploration and production driven by Vaca Muerta shale development.
$10.39B
$26.42
-1.67%
GNRC Generac Holdings Inc. 95%
PWRcell energy storage system represents the company's Energy Storage Systems product line.
$10.05B
$170.08
-1.97%
AES The AES Corporation 80%
AES operates wind farms, contributing to its renewables backlog and generation mix.
$10.02B
$14.07
-3.96%
AR Antero Resources Corporation 95%
AR directly engages in oil and natural gas exploration and production in the Appalachian Basin, the core upstream business.
$9.81B
$31.60
-4.91%
PR Permian Resources Corporation 92%
Permian Resources is primarily an upstream oil and gas exploration and production company operating in the Permian Basin, producing crude oil, natural gas, and NGLs.
$9.76B
$12.20
-3.56%
OVV Ovintiv Inc. 92%
Ovintiv's core business is Oil & Gas Exploration & Production, involving the discovery, development, production, and marketing of crude oil, natural gas liquids (NGLs), and natural gas.
$9.59B
$36.92
-4.50%
DINO HF Sinclair Corporation 95%
Directly refines crude oil into fuels and is the core segment of HF Sinclair's business.
$9.53B
$50.59
-2.54%
GTLS Chart Industries, Inc. 92%
Company directly produces LNG-related equipment and LNG liquefaction technology (IPSMR) used in LNG facilities.
$9.13B
$199.81
-0.21%
GTLS-PB Chart Industries, Inc. 85%
IPS/MR LNG liquefaction and LNG-related end-markets are central to Chart's product portfolio.
$9.13B
$199.81
-0.21%
BWA BorgWarner Inc. 75%
The company is advancing North American battery systems production, including battery modules/components.
$9.05B
$41.21
-1.74%
AM Antero Midstream Corporation 92%
AM directly provides midstream infrastructure services including natural gas gathering pipelines and terminal infrastructure under fixed-fee contracts.
$8.82B
$18.41
-2.23%
ICL ICL Group Ltd 85%
Phosphate Solutions’ battery-material activities (e.g., battery-grade phosphate) align with Battery Materials.
$8.36B
$6.48
-2.99%
QS QuantumScape Corporation 85%
The company’s technology targets energy storage solutions (solid-state lithium-metal batteries) for EVs.
$8.22B
$14.70
-2.65%
SBYSF Sibanye Stillwater Limited 80%
Battery materials focus from battery-related initiatives (pCAM) and broader battery materials exposure.
$8.21B
$2.90
-1.02%
APA APA Corporation 95%
APA is an upstream oil and gas operator focused on exploration and production in the Permian, Egypt, and Suriname, making Oil & Gas Exploration & Production directly relevant.
$7.92B
$21.94
-6.44%
NFG National Fuel Gas Company 92%
Seneca Resources engages in natural gas exploration and production, which is a core upstream activity for NFG.
$7.66B
$84.74
-1.52%
MOD Modine Manufacturing Company 70%
GenSets modules and distributed power generation equipment are part of Modine's product offerings.
$7.61B
$145.23
-3.33%
BEP-PA Brookfield Renewable Partners L.P. 85%
Hyrdroelectric power assets providing dispatchable clean baseload power at scale.
$7.55B
$26.29
-4.02%
ZK ZEEKR Intelligent Technology Holding Limited 70%
In-house battery system development suggests battery manufacturing capability (batteries/pack assembly).
$7.33B
$28.70
-3.66%
IDA IDACORP, Inc. 80%
Operates hydroelectric generation assets as part of its power supply.
$7.26B
$134.46
-0.55%
PRIM Primoris Services Corporation 88%
Primoris provides Solar Installation & Services as part of its Renewable Energy/EPC offerings, including design, installation, and maintenance of solar PV systems.
$7.17B
$132.69
-4.09%
UGI UGI Corporation 95%
AmeriGas Propane is a core propane distribution business.
$7.13B
$33.23
+1.47%
LCID Lucid Group, Inc. 85%
Lucid designs and manufactures its battery packs in-house, a core vehicle component.
$7.01B
$22.98
+1.55%
SUN Sunoco LP 75%
Midstream Pipelines & Terminals is a distinct investable theme covering pipelines and storage terminals for crude and refined products.
$6.95B
$50.01
+0.52%
MARA Marathon Digital Holdings, Inc. 65%
Wind farm operations as part of energy generation assets.
$6.56B
$18.65
-10.16%
BIPC Brookfield Infrastructure Corporation 90%
Operates ~2,000 kilometers of natural gas pipelines in Brazil.
$6.47B
$45.28
+3.21%
KNTK Kinetik Holdings Inc. 95%
Kinetik's core business is building and operating midstream infrastructure, including pipelines and terminals to gather, transport, and load gas and NGLs.
$6.45B
$39.52
-3.15%
CWEN Clearway Energy, Inc. 92%
CWEN directly owns and operates wind farm assets, a core generation business.
$6.30B
$31.15
-2.07%
BVN Compañía de Minas Buenaventura S.A.A. 75%
Operates a monohydrate manganese sulfate crystallization plant, placing BVN in the battery materials supply chain.
$6.25B
$24.59
-2.03%
ORA Ormat Technologies, Inc. 95%
Core business focus on geothermal energy generation using Ormat's own technology and power plants.
$5.76B
$94.87
+1.47%
CHRD Chord Energy Corporation 92%
Chord Energy is an upstream oil and gas operator focused on exploration and production in the Williston Basin, generating revenue from crude oil, natural gas, and NGLs—categorized under Oil & Gas Exploration & Production.
$5.73B
$100.23
+1.11%
VNT Vontier Corporation 60%
Oil Services & Equipment category applies to fueling network hardware and related service equipment.
$5.68B
$38.38
-3.42%
SOBO South Bow Corporation 92%
Operates a large crude oil pipeline network and terminal storage, delivering midstream transportation and storage services for heavy crude to key US markets, aligning with the Midstream Pipelines & Terminals investable theme.
$5.66B
$27.26
-1.23%
CIG-C Companhia Energética de Minas Gerais 85%
CEMIG GT operates hydroelectric plants, contributing to renewable generation capacity.
$5.44B
$2.56
-0.78%
CIG Companhia Energética de Minas Gerais 85%
Cemig includes hydroelectric power generation assets as part of its capacity.
$5.44B
$1.90
-3.06%
ELP Companhia Paranaense de Energia - COPEL 90%
Copel's portfolio includes hydroelectric power plants, a major source of generation.
$5.40B
$9.05
-2.58%
CRK Comstock Resources, Inc. 90%
CRK is a focused exploration and production company targeting natural gas reserves in the Haynesville and Bossier shales; direct upstream production and sale of natural gas is a core revenue stream.
$5.40B
$18.42
-5.44%
MTDR Matador Resources Company 92%
Matador Resources is primarily engaged in oil and natural gas exploration and production (upstream).
$5.28B
$42.15
-3.72%
TXNM TXNM Energy, Inc. 80%
TXNM deploys and operates energy storage systems (batteries) to enhance grid reliability and renewable integration.
$5.25B
$56.62
-0.40%
ENIC Enel Chile S.A. 90%
Hydroelectric power assets are a core part of ENIC's generation mix.
$5.19B
$3.75
-1.57%
CNR Core Natural Resources, Inc. 85%
Ownership and use of terminal assets (Baltimore terminal and DTA terminal) places the business in midstream pipelines & terminals infrastructure.
$5.08B
$96.48
-3.93%
CRC California Resources Corporation 92%
CRC's core business is oil and gas exploration and production in California, making Oil & Gas Exploration & Production a primary investable theme.
$5.03B
$56.44
+0.37%
DAR Darling Ingredients Inc. 90%
DGD renewable diesel and sustainable aviation fuel produced via the Ecofining process represent direct biofuels product output.
$4.97B
$31.43
+0.35%
SR Spire Inc. 85%
Spire's core assets include natural gas pipelines and storage infrastructure (e.g., Spire STL Pipeline, MoGas Pipeline, Omega Pipeline), making Natural Gas Pipelines a direct investable theme.
$4.86B
$82.31
-1.46%
POR Portland General Electric Company 85%
PGE operates hydroelectric power generation assets as part of its utility-scale generation mix.
$4.77B
$43.58
-0.89%
ACA Arcosa, Inc. 75%
Wind Turbine Manufacturing applies to Ameron Pole Products and wind-tower ramp-up.
$4.68B
$91.45
-2.62%
TAC TransAlta Corporation 92%
TransAlta operates hydroelectric power assets, a core renewable generation segment.
$4.65B
$15.59
-0.51%
CNX CNX Resources Corporation 92%
CNX Resources is primarily an upstream Oil & Gas Exploration & Production company focused on Appalachian gas (Utica play).
$4.63B
$32.00
-1.17%
NOV NOV Inc. 92%
NOV's Energy Services & Equipment segment provides drilling and production systems and aftermarket services, aligning with the Oil Services & Equipment investable theme.
$4.63B
$12.31
-5.53%
NJR New Jersey Resources Corporation 90%
S&T owns natural gas storage and transportation infrastructure (Leaf River, Adelphia Gateway), aligning with Natural Gas Pipelines.
$4.59B
$45.70
-1.00%
WULF TeraWulf Inc. 65%
On-site, distributed power generation for data-center scale compute aligns with distributed power generation themes.
$4.58B
$11.92
+0.97%
NNI Nelnet, Inc. 65%
Nelnet Renewable Energy engages in solar installation and services for solar projects.
$4.58B
$125.97
-0.31%
ENPH Enphase Energy, Inc. 85%
Enphase battery manufacturing capability via IQ Battery line (energy storage hardware).
$4.50B
$34.27
-7.38%
KEX Kirby Corporation 80%
Distribution and Services includes oilfield services and electric fracturing (e-frac) equipment, i.e., Oil Services & Equipment.
$4.49B
$79.95
-2.58%
IEP Icahn Enterprises L.P. 92%
CVR Energy primarily engages in oil refining, a core direct product.
$4.48B
$8.28
+1.10%
WFRD Weatherford International plc 90%
Weatherford provides oilfield services and equipment across drilling, completion, and production, i.e., Oil Services & Equipment.
$4.46B
$61.45
-5.18%
BKH Black Hills Corporation 85%
Deployment of grid-scale energy storage assets (batteries) as part of renewables integration.
$4.38B
$60.42
-1.37%
MGY Magnolia Oil & Gas Corporation 92%
MGY operates as an independent Oil & Gas Exploration & Production company, focusing on onshore US oil and gas development (Eagle Ford and Austin Chalk) and production.
$4.36B
$22.64
-3.12%
ATCO-PH Atlas Corp. 60%
Seaspan's newbuilds include dual-fuel LNG vessels, reflecting LNG technology and fuel efficiency in shipping assets.
$4.35B
N/A
SASOF Sasol Limited 92%
Sasol operates Secunda and Sasolburg refineries, producing fuels and refinery outputs.
$4.31B
$6.84
MUR Murphy Oil Corporation 100%
Murphy Oil is an upstream oil and gas exploration and production company with multi-basin operations (onshore US, Canada, offshore GoM, Vietnam, Côte d'Ivoire).
$4.29B
$30.03
+3.23%
ENS EnerSys 92%
EnerSys’s core product suite includes energy storage systems for industrial applications.
$4.29B
$109.34
-3.98%
NE Noble Corporation Plc 95%
Noble's core business is offshore drilling services, operating a fleet of high-spec drillships and jackups.
$4.24B
$26.70
-5.65%
UGP Ultrapar Participações S.A. 90%
Ultrapar's core fuel distribution business (Ipiranga) and LPG distribution (Ultragaz) position it in the Oil & Gas - Integrated category.
$4.24B
$3.89
-3.23%
AROC Archrock, Inc. 85%
Archrock provides oil services and equipment, delivering compression services for midstream oil & gas infrastructure.
$4.22B
$23.89
-3.79%
LB LandBridge Company LLC 75%
LB is pursuing solar project development on its land and collecting upfront milestone payments, representing a solar installation/services revenue line.
$4.17B
$54.55
-0.11%
GLNG Golar LNG Limited 95%
GLNG directly liquefies and exports natural gas via floating LNG (FLNG) vessels, making LNG a core product/service.
$4.08B
$38.99
-1.07%
HESM Hess Midstream LP 92%
Hess Midstream operates gas gathering pipelines and natural gas transmission infrastructure in the Bakken, providing fee-based throughput.
$4.05B
$34.41
-0.82%
DTW DTE Energy Company JR SUB DB 2017 E 75%
Grid-scale energy storage deployments and long-duration storage initiatives.
$3.96B
$22.06
-0.88%
ENLT Enlight Renewable Energy Ltd 95%
Enlight provides solar installation and related services for utility-scale solar projects.
$3.96B
$33.39
-1.28%
WSC WillScot Holdings Corporation 65%
Solar Power by WillScot represents a proprietary solar installation/servicing solution for temporary sites.
$3.94B
$21.60
-3.74%
VSOGF Vista Energy, S.A.B. de C.V. 92%
Vista Energy is primarily engaged in the exploration and production of crude oil and natural gas in Argentina's Vaca Muerta basin (upstream E&P).
$3.91B
$33.05
RUN Sunrun Inc. 92%
Sunrun directly provides solar installation, integration with battery storage, and ongoing servicing for residential customers.
$3.86B
$16.91
+7.57%
ALE ALLETE, Inc. 85%
ALLETE's wind assets are operated as Wind Farm Operations.
$3.84B
$66.27
+0.76%
MDU MDU Resources Group, Inc. 85%
Pipeline transportation capacity for natural gas as part of core infrastructure.
$3.83B
$18.75
-0.37%
CBT Cabot Corporation 92%
CBT sells battery materials, including conductive carbons and carbon nanotubes for Li-ion batteries.
$3.72B
$69.18
-3.64%
AGX Argan, Inc. 92%
Argan directly provides Solar Installation & Services as part of its utility-scale solar project work.
$3.68B
$270.09
-3.71%
PAM Pampa Energía S.A. 92%
Pampa Energía's core activities are Oil & Gas Exploration & Production in Argentina, driven by Rincón de Aranda.
$3.67B
$63.46
-5.16%
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