- EV manufacturers (eg Tesla) - Solar OEMs (eg SunPower) - Battery makers (eg Avalon) - Battery operators (eg Geli, AMS) - Wind providers (eg Vestas) - Large utilities which are focused on renewables (eg Enel) - Distributed generation companies (eg Sunrun)
The list goes on! GTM is a good news site with the pulse on each industry (https://www.greentechmedia.com)
I also agree that fundamental research (either towards an energy storage breakthrough or a next-gen nuclear breakthrough) are necessary. I think this is a "yes and" situation.