Investment Themes

Wind, onshore and offshore

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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 formidable ecosystem is a major issue that must be taken seriously. "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 exploit the force of the wind to produce electricity. Wind energy, coming from solar energy through the uneven heating of different areas of the globe, was also used long before hydrocarbons. Today it is thanks to wind turbines, their super-magnets and turbines, that we capture this energy. The stronger the wind, the more electricity the wind turbines produce, but the scientific community has repeatedly shown that regularity is also an extremely important factor. These wind turbines require large spaces, make noise and represent a certain auditory and visual pollution for some. Nevertheless, it is a source of carbon-free and renewable energy with a strong potential. Offshore construction has increased this potential tenfold. Today, it is estimated that production can reach 420,000 TWh per year worldwide, which is more than 18 times the global demand for electricity. At present, it represents 5% of the world's electricity produced, a nice progression from nothing, but the road is long. This list identifies companies whose primary business is installing or operating wind farms. The companies selected stand out based on their fundamentals and the potential for appreciation of their publicly traded stock. 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) from the hundreds of stocks listed worldwide.

Our selection

Industrials
Electric Construction
1.92B +15.11%
Industrials
Other Industrial Machinery & Equipment
8.52B +5.38%
Energy
Wind Systems & Equipment
7.32B -8.01%
Industrials
Wires & Cables
31.86B +10.91%
Industrials
Other Heavy Electrical Equipment
8.82B +10.37%
Energy
Oil Related Services
6.53B +9.55%
Industrials
Other Construction & Engineering
5.65B +8.41%
Energy
Renewable Energy Services
1.08B +2.19%
Industrials
Wires & Cables
6.19B -1.19%
Energy
Wind Systems & Equipment
2.16B -8.04%
Energy
Wind Systems & Equipment
14.84B +32.55%
Industrials
Other Electrical Components & Equipment
1.45B +11.85%
Financials
Other Investment Management & Fund Operators
4.35B +9.67%
Energy
Wind Systems & Equipment
28.39B +6.52%
Basic Materials
Iron, Steel Mills & Foundries
2B +3.25%
Industrials
Other Construction & Engineering
11.76B +0.05%
Utilities
Other Multiline Utilities
52.79B +8.00%
Utilities
Other Electric Utilities
37.64B +7.53%
Energy
Oil Related Services
1.58B +6.66%
Utilities
Hydroelectric & Tidal Utilities
26.78B +2.63%
Industrials
Electric Construction
115M -1.39%
Energy
Other Renewable Energy Equipment & Services
6.07B +35.91%
Energy
Other Oil Related Services and Equipment
6.21B +12.74%
Consumer Cyclical
Other Homebuilding
260M +6.07%
Utilities
Other Electric Utilities
174B +4.17%
Utilities
Other Multiline Utilities
67.08B +6.38%
Energy
Wind Systems & Equipment
1.36B +5.55%
Energy
Wind Systems & Equipment
247M +5.49%
Utilities
Other Electric Utilities
37.47B +4.52%
Utilities
Renewable IPPs
3.82B +3.09%
Energy
Other Oil & Gas Transportation Services
104B +0.75%
Utilities
Other Electric Utilities
142B +0.57%
Industrials
Other Heavy Electrical Equipment
35.36B +72.06%
Energy
Other Oil Related Services and Equipment
1.22B +12.25%
Utilities
Other Electric Utilities
25.57B +2.34%
Financials
Investment Trusts
2.86B +0.76%
Energy
Wind Systems & Equipment
1.15B -1.92%
Utilities
Renewable IPPs
1.88B -1.94%
Utilities
Other Electric Utilities
20.11B +7.10%
- - 13.4B -
Utilities
Other Multiline Utilities
4.97B +6.64%
Energy
Wind Systems & Equipment
732M +6.61%
Utilities
Wind Electric Utilities
14.38B +4.97%
Energy
Wind Systems & Equipment
1.84B +4.23%
Utilities
Other Electric Utilities
405M +3.36%
Energy
Wind Systems & Equipment
2.2B +2.26%
Utilities
Hydroelectric & Tidal Utilities
8.48B -0.18%
Utilities
Alternative Electric Utilities
8.23B -2.41%
Energy
Wind Systems & Equipment
853M -4.95%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Wind, onshore and offshore