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15 handpicked stocks

Electrification Essentials

Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

FCX

Freeport-McMoRan Inc.

FCX

Current price

$42.36

As one of the world's largest publicly traded copper producers, the company is fundamental to global electrification and renewable energy infrastructu...

As one of the world's largest publicly traded copper producers, the company is fundamental to global electrification and renewable energy infrastructure.

SCCO

Southern Copper Corp.

SCCO

Current price

$95.87

This company is a major, low-cost producer of copper, a critical metal for electrical conductivity in grids, EVs, and renewable generation.

AA

Alcoa Inc.

AA

Current price

$31.27

A global leader in the production of bauxite, alumina, and aluminum, this company supplies a key lightweight material for electrical infrastructure an...

A global leader in the production of bauxite, alumina, and aluminum, this company supplies a key lightweight material for electrical infrastructure and components.

About This Group of Stocks

1

Our Expert Thinking

The world's shift to renewable energy and electric systems requires enormous quantities of copper, aluminum, and other critical materials. These companies are positioned to benefit from the non-negotiable demand for metals and components essential to building modern electrical grids and systems.

2

What You Need to Know

This collection offers direct exposure to the long-term trend of global electrification. It combines major producers of essential metals with companies that build and maintain grid infrastructure, creating a balanced approach to capturing the energy transition opportunity.

3

Why These Stocks

We've selected industry leaders that control significant resources or specialized capabilities in electrification. These companies are strategically positioned to benefit from increasing government stimulus and policy support dedicated to grid modernization and green infrastructure development.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+26.37%

Group Performance Snapshot

26.37%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 26.37% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

The Trillion-Dollar Grid Upgrade

Global power grids need massive investment to support renewable energy and electrification. These companies are building the backbone of our electric future.

🌍

Riding the Green Wave

Government stimulus packages and climate policies are directing unprecedented funding toward electrification projects, creating sustained demand for these essential materials.

🔋

Limited Supply, Unlimited Demand

The world faces shortages of critical metals like copper while demand skyrockets. These companies control the resources that every electric vehicle, solar panel, and wind turbine needs.

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