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
5.61TCr +160.40%
Technology
Other Semiconductors
233.58Cr +77.52%
Industrials
Other Industrial Machinery & Equipment
849.25Cr +15.95%
Utilities
Renewable IPPs
265.48Cr -0.55%
Energy
Other Renewable Energy Equipment & Services
3.09TCr -39.15%
Technology
Other Semiconductors
432.53Cr +107.04%
Energy
Integrated Oil & Gas
18TCr +30.98%
Industrials
Other Construction & Engineering
1.54TCr +35.77%
Basic Materials
Plastics
526.47Cr +2.01%
Energy
Photovoltaic Solar Systems & Equipment
2.21TCr -21.12%
Industrials
Electric Construction
69Cr +79.84%
Utilities
Other Multiline Utilities
7.46TCr +20.62%
Industrials
Other Electrical Components & Equipment
161.4Cr +22.12%
Utilities
Other Electric Utilities
3.05TCr +22.48%
Financials
Other Investment Management & Fund Operators
483.34Cr +22.21%
Utilities
Other Multiline Utilities
5.74TCr +19.47%
Utilities
Other Electric Utilities
3.98TCr +12.44%
Utilities
Other Electric Utilities
18TCr +9.53%
Energy
Photovoltaic Solar Systems & Equipment
309.34Cr -0.75%
Energy
Photovoltaic Solar Systems & Equipment
236.83Cr -30.64%
Energy
Photovoltaic Solar Systems & Equipment
1.34TCr -34.45%
Energy
Photovoltaic Solar Systems & Equipment
272.9Cr -37.83%
Energy
Photovoltaic Solar Systems & Equipment
278.77Cr -41.80%
- - 1.17TCr -
Utilities
Other Electric Utilities
16TCr +15.46%
Utilities
Other Electric Utilities
4.09TCr +10.56%
Utilities
Renewable IPPs
225.07Cr +10.09%
Industrials
Other Environmental Services & Equipment
20Cr -6.10%
Utilities
Renewable IPPs
101.06Cr -14.55%
Energy
Renewable Energy Services
119.41Cr -21.07%
Energy
Photovoltaic Solar Systems & Equipment
292.77Cr -29.06%
Energy
Photovoltaic Solar Systems & Equipment
88Cr -36.42%
Energy
Other Renewable Energy Equipment & Services
92Cr -34.44%
Energy
Photovoltaic Solar Systems & Equipment
295.64Cr +74.25%
Basic Materials
Advanced Polymer
494.51Cr +25.02%
Energy
Photovoltaic Solar Systems & Equipment
520.08Cr +24.62%
Energy
Other Oil & Gas Transportation Services
12TCr +19.18%
Utilities
Renewable IPPs
326.49Cr +21.25%
Utilities
Other Electric Utilities
2.14TCr +16.22%
Utilities
Other Multiline Utilities
448.35Cr -3.79%
Utilities
Other Electric Utilities
2.37TCr -5.00%
Industrials
Electric Construction
11Cr -0.80%
Energy
Other Renewable Energy Equipment & Services
434.59Cr -21.99%
Energy
Photovoltaic Solar Systems & Equipment
103.08Cr -35.34%
Energy
Photovoltaic Solar Systems & Equipment
523.62Cr -38.14%
Energy
Photovoltaic Solar Systems & Equipment
343.46Cr -37.90%
Utilities
Other Electric Utilities
55Cr +42.48%
Utilities
Renewable IPPs
16Cr +35.80%
Utilities
Renewable IPPs
410.13Cr +22.35%
Utilities
Renewable IPPs
1.67TCr +16.28%
Utilities
Renewable IPPs
380.76Cr +2.73%
Utilities
Other Electric Utilities
37Cr +3.64%
Utilities
Renewable IPPs
159.6Cr -8.62%
Energy
Photovoltaic Solar Systems & Equipment
40Cr -30.24%
Energy
Photovoltaic Solar Systems & Equipment
78Cr -41.46%
Energy
Photovoltaic Solar Systems & Equipment
688.81Cr -47.76%
Energy
Photovoltaic Solar Systems & Equipment
83Cr -59.80%

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