The growth of electric power vehicles will lead to increased sales growth and grid investment opportunities for power companies, according to Moody's Investors Service. Moody's examined the potential winners from California's targeted goal to have 1.5 million zero emission vehicles on the road by 2025. The report cites Calpine (CPN) , Dynegy (DYN) , and NRG Energy (NRG) - Get Report as companies that could benefit. While power companies would benefit from the push for electrical vehicles, it's less clear which automakers stand to do well. Companies including Tesla (TSLA) - Get Report , Nissan, General Motors (GM) - Get Report and Ford (F) - Get Report have launched EVs, but predicting a winner is difficult. Another challenge, according to the analyst, is increased competition from new players in the EV auto market. He cited companies including Uber, Google (GOOG) - Get Report and Apple (AAPL) - Get Report .