Renewable Energy
Renewable Energy strategy invests in companies active along the renewable energy value chain, including biofuels, ethanol, geothermal, hydroelectric, solar, and wind industries, as well, as companies engaged in research & development of the core technologies and equipment.
Investment Strategy Objective
Fundamental pure-play allocation strategy seeking attractive risk-adjusted returns primarily driven by the investment theses:
- Renewable and clean energy production
- Core technology and innovation in clean and renewable energy
- Emissions abatement and economically incentive-compatible transition towards clean energy
Impact Objective
Support sustainable and clean energy production
Allocation: fundamental passive
Strategy: thematic pure play
Asset class: equity and fixed income
Geography: global
Market capitalization: calculate
Median market cap per company: calculate (median over the past year)
Performance Metrics
Top Holdings
wdt_ID | Name | Ticker | Industry | Market Cap last EOY (US$ mn) |
---|---|---|---|---|
1 | General Electric Company | GE | Industrials | 77,252 |
2 | Duke Energy Corporation | DUK | Utilities | 69,924 |
3 | Enphase Energy, Inc. | ENPH | Technology | 34,057 |
4 | Albemarle Corporation | ALB | Basic Materials | 29,478 |
5 | First Solar, Inc. | FSLR | Technology | 12,932 |
6 | SolarEdge Technologies, Inc. | SEDG | Technology | 11,594 |
7 | Plug Power Inc. | PLUG | Industrials | 11,098 |
8 | Northland Power Inc. | NPI.TO | Utilities | 6,756 |
9 | NextEra Energy Partners, LP | NEP | Utilities | 6,293 |
10 | Livent Corporation | LTHM | Basic Materials | 5,141 |
Interested in Impact Finance?
Cyan Reef harnesses benefits of new applied technologies, financial research and best industry practices to deliver performance and greater scope of impact investment options.
Instruments to Invest in Sustainable Energy
Provider | wdt_ID | Provider | id | Fund Name | ISIN | Stock Exchange | Currency | Index Tracked / Benchmark | Geography | Impact | Learn more | 2020 Return (%) | MSCI ESG Rating |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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3 | ![]() |
224 | RobecoSAM Smart Energy Fund |
LU0175571909 | EUR | MSCI World NR USD | Broad Global | Clean Energy | More details | n/a | n/a | |
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6 | ![]() |
377 | BGF Sustainable Energy Fund |
LU0171289902 | USD | n/a | Broad Developed Markets | Clean Energy | More details | 45.47 | AA | |
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8 | ![]() |
24 | HSBC Developed World Sustainable Equity UCITS ETF |
IE00BKY59K37 | LSE | USD | FTSE Developed ESG Low Carbon Select Index | Broad Global | Clean Energy | More details | n/a | A |
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9 | ![]() |
46 | iShares Global Clean Energy UCITS ETF |
IE00B1XNHC34 | LSE | USD | S&P Global Clean Energy Index | Broad Global | Clean Energy | More details | 119.95 | AA |
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10 | ![]() |
KBC Eco Fund Alternative Energy Classic Shares |
BE0175279976 | EUR | Broad Global | Clean Energy | More details | 82.76 | n/a | |||
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11 | ![]() |
43 | Lyxor New Energy UCITS ETF |
FR0010524777 | Euronext | EUR | World Alternative Energy Total Return Index | Broad Global | Broad Energy Themes | More details | n/a | AAA |
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12 | ![]() |
Invesco Solar ETF |
US46138G7060 | USD | MAC Global Solar Energy Index | Broad Global | Clean Energy | More details | 223.6 | n/a | ||
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13 | ![]() |
First Trust ISE Global Wind Energy Index Fund |
US33736G1067 | USD | ISE Clean Edge Global Wind Energy Index | Broad Global | Clean Energy | More details | 75.6 | AA | ||
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14 | ![]() |
VanEck Vectors Energy Income ETF |
US92189H8705 | USD | MVIS North America Energy Infrastructure Index | North America | Clean Energy | More details | -20.46 | BB | ||
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15 | ![]() |
Invesco Global Clean Energy ETF |
US46138G8472 | USD | WilderHill New Energy Global Innovation Index | Broad Global | Clean Energy | More details | 114.16 | A |