Companies exposed to Power purchase agreement
The AI stocks the model maps to Power purchase agreement — part of the energy layer, ranked by how strongly each name is exposed.
13 companies · ranked by exposure
A long-term contract that locks in where a data center's electricity comes from and what it will cost.
Full explainer: what Power purchase agreement is & who makes it →The PPA is where power scarcity is priced and allocated; it decides who actually gets firm electricity and at what cost, feeding straight into unit economics and siting. When Power purchase agreement tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Power purchase agreement
- 1
Constellation EnergyCEGSupplier90 - 2
BrookfieldBAMSupplier70 - 3
ENGIE SAENGI.PASupplier70 - 4
Iberdrola, S.A.IBE.MCSupplier70 - 5
NextEra EnergyNEESupplier70 - 6IPIntersect PowerSupplier65
- 7TVTennessee Valley AuthoritySupplier55
- 8
Duke EnergyDUKSupplier50 - 9
Entergy CorporationETRSupplier50 - 10
Southern CompanySOSupplier50 - 118002.TMarubeni Corporation8002.TProducer45
- 12
First SolarFSLRSupplier30 - 13
Public Service Enterprise Group IncorporatedPEGSupplier30
Frequently asked
What are the top Power purchase agreement stocks?
By modeled exposure to Power purchase agreement: Constellation Energy, Brookfield, ENGIE SA, Iberdrola, S.A., NextEra Energy, Intersect Power. The full ranked list of 13 names is below.
Which companies make Power purchase agreement?
The names the model tags as producers or suppliers of Power purchase agreement: Constellation Energy, Brookfield, ENGIE SA, Iberdrola, S.A., NextEra Energy, Intersect Power.
What is Power purchase agreement?
A long-term contract that locks in where a data center's electricity comes from and what it will cost.
What happens if Power purchase agreement runs short?
Contracted generation slips or a counterparty fails to deliver, leaving a financed campus holding a signed price but no electrons.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.