電気・ガス・水道など、生活と産業の基盤を供給する公益企業群。料金が規制当局の認可で決まる規制産業で、安定した収益とインフラ投資が特徴。脱炭素(再エネ・送電網増強)やデータセンターの電力需要急増など、エネルギー転換の最前線に立つ分野である。
この業種の上場企業
| 企業 | ティッカー | 取引所 | 業種(SIC) |
|---|---|---|---|
| AES CORP | AES | NYSE | Cogeneration Services & Small Powe... |
| ALGONQUIN POWER & UTILITIES CORP. | AQN | NYSE | Electric Services |
| ALLIANT ENERGY CORP | LNT | Nasdaq | Electric & Other Services Combined |
| Ambipar Emergency Response | AMBIQ | OTC | Hazardous Waste Management |
| AMEREN CORP | AEE | NYSE | Electric & Other Services Combined |
| Ameren Illinois Co | AILIH | OTC | Electric & Other Services Combined |
| AMERICAN ELECTRIC POWER CO INC | AEP | Nasdaq | Electric Services |
| American Fusion, Inc. | AMFN | OTC | Electric Services |
| American Heritage International Inc. | AHII | OTC | Sanitary Services |
| AMERICAN STATES WATER CO | AWR | NYSE | Water Supply |
| American Water Works Company, Inc. | AWK | NYSE | Water Supply |
| Antero Midstream Corp | AM | NYSE | Natural Gas Transmission |
| Archrock, Inc. | AROC | NYSE | Natural Gas Transmission |
| ARTESIAN RESOURCES CORP | ARTNA | OTC | Water Supply |
| Athena Technology Acquisition Corp. II | ATEK | OTC | Hazardous Waste Management |
| ATMOS ENERGY CORP | ATO | NYSE | Natural Gas Distribution |
| AVALON HOLDINGS CORP | AWX | NYSE | Refuse Systems |
| AVISTA CORP | AVA | NYSE | Electric & Other Services Combined |
| AXIA Energia S.A. | AXIA | NYSE | Electric Services |
| Bimergen Energy Corp | BESS | NYSE | Electric Services |
| BLACK HILLS CORP /SD/ | BKH | NYSE | Electric Services |
| Brookfield Infrastructure Corp | BIPC | NYSE | Natural Gas Transmisison & Distrib... |
| Brookfield Renewable Corp | BEPC | NYSE | Electric Services |
| Brookfield Renewable Partners L.P. | BEP | NYSE | Electric Services |
| CABO VERDE CAPITAL INC. | VYRE | OTC | Water Supply |
| CADIZ INC | CDZI | Nasdaq | Water Supply |
| CALIFORNIA WATER SERVICE GROUP | CWT | NYSE | Water Supply |
| CASELLA WASTE SYSTEMS INC | CWST | Nasdaq | Refuse Systems |
| CDT Environmental Technology Investment Holdings... | CDTG | Nasdaq | Sanitary Services |
| CENTERPOINT ENERGY INC | CNP | NYSE | Electric Services |
| CENTRAL PUERTO S.A. | CEPU | NYSE | Electric Services |
| Centuri Holdings, Inc. | CTRI | NYSE | Natural Gas Transmisison & Distrib... |
| Cheniere Energy Partners, L.P. | CQP | NYSE | Natural Gas Distribution |
| Cheniere Energy, Inc. | LNG | NYSE | Natural Gas Distribution |
| CHESAPEAKE UTILITIES CORP | CPK | NYSE | Natural Gas Transmisison & Distrib... |
| Clean Energy Fuels Corp. | CLNE | Nasdaq | Gas & Other Services Combined |
| Clean Energy Technologies, Inc. | CETY | Nasdaq | Natural Gas Distribution |
| CLEAN HARBORS INC | CLH | NYSE | Hazardous Waste Management |
| Clearway Energy, Inc. | CWEN | NYSE | Electric Services |
| CMS ENERGY CORP | CMS | NYSE | Electric & Other Services Combined |
| COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO... | SBS | NYSE | Water Supply |
| CONNECTICUT LIGHT & POWER CO | CNTHP | OTC | Electric Services |
| CONSERVATIVE BROADCAST MEDIA & PUBLISHING, INC. | CBMJ | OTC | Electric Services |
| CONSOLIDATED EDISON INC | ED | NYSE | Electric & Other Services Combined |
| Consolidated Water Co. Ltd. | CWCO | Nasdaq | Water Supply |
| Constellation Energy Corp | CEG | Nasdaq | Electric Services |
| CONSUMERS ENERGY CO | CMS-PB | NYSE | Electric & Other Services Combined |
| Decent Holding Inc. | DXST | Nasdaq | Sanitary Services |
| DEEP FISSION, INC. | FISN | — | Electric Services |
| DOMINION ENERGY, INC | D | NYSE | Electric Services |
| DT Midstream, Inc. | DTM | NYSE | Natural Gas Transmission |
| DTE ENERGY CO | DTE | NYSE | Electric Services |
| Duke Energy CORP | DUK | NYSE | Electric & Other Services Combined |
| E.ON SE | EONGY | OTC | Electric, Gas & Sanitary Services |
| Eco Wave Power Global AB (publ) | WAVE | Nasdaq | Electric Services |
| EDENOR | EDN | NYSE | Electric Services |
| EDISON INTERNATIONAL | EIX | NYSE | Electric Services |
| EDP ENERGIAS DE PORTUGAL SA | EDPFY | OTC | Electric Services |
| EESTech, Inc. | EESH | OTC | Water Supply |
| Ellomay Capital Ltd. | ELLO | NYSE | Electric Services |
よくある質問(FAQ)
なぜ収益が安定的なのですか?
料金が規制当局の認可で決まる規制産業で、需要が景気に左右されにくいためです。
代表的な企業は?
ネクステラ・エナジー、デューク・エナジー、サザン、ドミニオンなどです。
いま注目の論点は?
再エネ転換と送電網増強、そしてデータセンターによる電力需要の急増です。
出典(一次情報)
SEC(米証券取引委員会)の業種分類(SIC)に基づく整理です。分類は発行体が届け出た主要事業に基づき、企業によっては実態と差がある場合があります。