This investment theme focuses on companies building the hardware and software for global energy transitions. It targets utilities, manufacturers, and technology providers essential for a decarbonized power grid.
Published on May 23
Governments and corporations are committing trillions to clean energy infrastructure right now. The companies in this group are at the centre of that spending wave — and it is only getting bigger.
The transition away from fossil fuels is not a short-term story. Analysts see multi-decade tailwinds for renewable infrastructure, meaning these stocks could be relevant for a very long time to come.
This group was hand-picked by professional analysts who identified the foundational players across the full clean energy value chain. These are not guesses — they are informed, research-backed selections.
The world is in the middle of a massive shift away from fossil fuels, and the infrastructure to support that shift needs to be built now. Governments are pouring money into clean energy, and private companies are racing to innovate. This group captures that momentum by focusing on the companies actually building and running the hardware and software that make a cleaner power grid possible.
These are long-term, growth-oriented stocks tied to the global energy transition. The group spans the entire value chain, from utilities generating clean power to manufacturers making solar panels and wind components, to tech firms developing battery storage and grid optimisation software. This is a thematic group, meaning short-term performance may vary, but the secular tailwinds behind it are multi-decade in nature.
Each company in this group was carefully selected by professional analysts for its direct role in scaling zero-emission infrastructure. These are not speculative bets — they are foundational players in renewable energy, each contributing something essential: clean power generation, hardware manufacturing, fuel innovation, or grid technology. Together, they represent the backbone of the decarbonised economy.
This basket's total market capitalisation is $417.70B, and it is heavily anchored by large‑cap stocks. About 70% of its value sits in the largest holdings, suggesting lower volatility and market‑like performance.
NEE: $190.26B
FSLR: $20.97B
CEG: $104.18B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+65.62%
On average, analysts expect assets in this group to grow 65.62% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
