Array BioPharma, Inc. (NASDAQ:ARRY)

Array manufactures ground-mounting systems for solar projects. Their primary product is an integrated system of steel supports, electric motors, gearboxes and electronic controllers that move solar panels throughout the day to maintain an optimal orientation to the sun.

Array's trackers use a patented design (exp. 2030) that allows one motor to drive multiple rows of solar panels through articulated driveline joints. This results in greater reliability, lower installation costs, reduced maintenance requirements and competitive manufacturing costs than competitor designs, which use multiple motors (one for each row).

And customers seem to agree. As of June 30, 2020, there were more than 17 GWs of Array trackers operating worldwide, including over 14 GWs in the U.S., representing nearly 30% of the total utility scale solar generation capacity installed in the U.S.

With governments, utilities, and yieldcos ramping up solar investment in the next decade, Array is going to see a lot of that money. Trackers represent between 10% and 15% of the cost of constructing a ground-mounted solar energy project, and approximately 70% of all ground-mounted solar energy projects constructed in the U.S. during 2019 utilized trackers.

25% market share of 2-D sun-tracking modules for sollar ARRAYs

Seems like a nice secular tailwind

Might just buy and HODL if Solar farms become a priority