Investment Themes

The sun, an inexhaustible source of energy

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Investment Themes

For several years now, the terms "sustainable development" or "green energy" have been gaining popularity. Many companies in the energy sector (in the broadest sense) are working to produce electricity or fuels in a sustainable way to preserve our natural resources.

Today, the protection of our wonderful ecosystem is a major issue that must be taken seriously. However, "greenwashing" is a term often used to denounce the actions of large polluting companies that seek to improve their image through green investments. In this list, we have gathered the main actors who produce components, install or operate solar power plants. Some of these companies are known to be in a transition phase and are still far from being solar pure-players. Photovoltaics is surely one of the technologies that has attracted the most capital in recent years. It uses cells made of doped semiconductors, which allow the movement of electrons under the effect of light. But photovoltaics is not the only way to harness solar energy. For example, it is possible to heat fluids to very high temperatures using concentrating mirrors. The fluid in question then circulates through turbines and allows us to produce our much needed electricity. Beyond that, every day we use the energy coming directly from the sun, whether it is to light or heat our home and our work space. Every 50 minutes, the sun provides enough energy to meet the annual consumption of the world population. This is why technologies must be developed both in the production of energy and in its conservation (insulation for example). This list identifies companies whose main activity is to install or operate solar power plants. The companies selected stand out for their fundamentals and the potential for appreciation of their stock price. The list is regularly updated and only the most qualitative stocks are selected based on their growth, financial health, profitability, valuation (and many other fundamental criteria) among the hundreds of stocks listed worldwide.

Our selection

Industrials
Other Heavy Electrical Equipment
37.93B +55.59%
Industrials
Other Industrial Machinery & Equipment
9.16B +13.10%
Energy
Other Renewable Energy Equipment & Services
44.59B -12.42%
Industrials
Other Electrical Components & Equipment
956M -32.82%
Energy
Photovoltaic Solar Systems & Equipment
2.02B +15.81%
Utilities
Renewable IPPs
2.74B +6.45%
Energy
Photovoltaic Solar Systems & Equipment
1.32B -0.02%
Energy
Photovoltaic Solar Systems & Equipment
1.49B -24.88%
Energy
Photovoltaic Solar Systems & Equipment
20.3B -27.57%
Financials
Other Investment Management & Fund Operators
4.26B +14.09%
Industrials
Other Construction & Engineering
13.26B +12.86%
Energy
Photovoltaic Solar Systems & Equipment
1.21B -9.57%
Energy
Photovoltaic Solar Systems & Equipment
5.74B +19.16%
Utilities
Other Electric Utilities
42.57B +20.38%
Utilities
Other Electric Utilities
190B +13.38%
Technology
Other Semiconductors
2.22B +7.98%
Industrials
Electric Construction
409M +6.35%
Energy
Renewable Energy Services
1.36B -12.26%
Industrials
Other Environmental Services & Equipment
317M +45.37%
Utilities
Other Multiline Utilities
56.58B +15.72%
Utilities
Renewable IPPs
1.37B +14.55%
Utilities
Other Electric Utilities
149B +4.06%
Energy
Other Renewable Energy Equipment & Services
1.04B -26.14%
Energy
Photovoltaic Solar Systems & Equipment
2.66B -38.37%
Energy
Photovoltaic Solar Systems & Equipment
5.27B +25.52%
Energy
Integrated Oil & Gas
169B +22.32%
Utilities
Other Multiline Utilities
74.32B +17.58%
Utilities
Other Electric Utilities
40.57B +13.05%
Utilities
Renewable IPPs
4.11B +11.01%
Utilities
Other Electric Utilities
26.03B +4.19%
Utilities
Other Multiline Utilities
4.71B -1.07%
Utilities
Renewable IPPs
1.94B -5.84%
Technology
Other Semiconductors
1.21B -11.91%
Energy
Photovoltaic Solar Systems & Equipment
1.07B -32.69%
- - 13.61B -
Basic Materials
Plastics
6.47B +22.56%
Utilities
Renewable IPPs
3.42B +21.95%
Consumer Cyclical
Other Construction Supplies & Fixtures
2.95B +16.86%
Utilities
Other Electric Utilities
29.21B +16.43%
Energy
Other Oil & Gas Transportation Services
118B +11.86%
Utilities
Other Electric Utilities
20.33B +8.33%
Industrials
Other Environmental Services & Equipment
386M +4.12%
Utilities
Other Electric Utilities
404M +2.92%
Energy
Photovoltaic Solar Systems & Equipment
5.96B +93.28%
- - 734M -
Energy
Photovoltaic Solar Systems & Equipment
3.84B +10.44%
Utilities
Renewable IPPs
1.94B +9.60%
Utilities
Wind Electric Utilities
2.04B +6.79%
Energy
Photovoltaic Solar Systems & Equipment
4.78B +2.86%
Energy
Photovoltaic Solar Systems & Equipment
19.73B -1.10%
Basic Materials
Advanced Polymer
3.82B -4.47%
Energy
Photovoltaic Solar Systems & Equipment
11.59B -11.50%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The sun, an inexhaustible source of energy