Investment Themes

The sun, an inexhaustible source of energy

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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 Industrial Machinery & Equipment
6.58B +12.54%
Energy
Photovoltaic Solar Systems & Equipment
1.44B -33.97%
Energy
Other Renewable Energy Equipment & Services
21.1B -0.08%
Energy
Photovoltaic Solar Systems & Equipment
17.75B -6.11%
Industrials
Other Construction & Engineering
9.69B +40.48%
Energy
Other Renewable Energy Equipment & Services
170M 0.00%
Industrials
Electric Construction
477M -3.92%
Utilities
Other Multiline Utilities
48.13B +40.55%
Utilities
Other Electric Utilities
27.9B +17.30%
Industrials
Other Electrical Components & Equipment
955M +3.35%
Energy
Photovoltaic Solar Systems & Equipment
1.3B -0.62%
Technology
Other Semiconductors
1.98B -30.19%
Energy
Photovoltaic Solar Systems & Equipment
5.37B -40.39%
Utilities
Renewable IPPs
2.21B +100.31%
Utilities
Wind Electric Utilities
2.04B +70.56%
Utilities
Renewable IPPs
1.47B +30.33%
Utilities
Other Electric Utilities
111B +17.67%
- - 11.22B -
Utilities
Other Electric Utilities
149B +1.07%
Basic Materials
Plastics
5.26B -2.16%
Energy
Photovoltaic Solar Systems & Equipment
1.25B -3.17%
Energy
Photovoltaic Solar Systems & Equipment
2.77B -9.30%
Technology
Other Semiconductors
933M +61.80%
Utilities
Other Multiline Utilities
55.84B +28.35%
Energy
Photovoltaic Solar Systems & Equipment
891M +19.69%
Utilities
Other Electric Utilities
35.78B +11.30%
Industrials
Other Heavy Electrical Equipment
5.64B +9.41%
Basic Materials
Advanced Polymer
3.97B -0.99%
Energy
Photovoltaic Solar Systems & Equipment
3.37B -9.55%
Utilities
Renewable IPPs
1.52B +73.42%
Energy
Other Renewable Energy Equipment & Services
1.12B +21.85%
Utilities
Renewable IPPs
1.52B +23.65%
Energy
Photovoltaic Solar Systems & Equipment
17.35B +4.84%
Energy
Other Oil & Gas Transportation Services
96.48B -0.75%
Energy
Integrated Oil & Gas
136B +0.37%
Utilities
Renewable IPPs
3.11B -6.16%
Energy
Photovoltaic Solar Systems & Equipment
1.54B +92.28%
Utilities
Renewable IPPs
4.31B +26.09%
Utilities
Other Multiline Utilities
4.41B +23.20%
Consumer Cyclical
Other Construction Supplies & Fixtures
2.1B +1.25%
Financials
Other Investment Management & Fund Operators
3.23B -0.52%
Energy
Photovoltaic Solar Systems & Equipment
5.19B -2.93%
Utilities
Other Electric Utilities
25.77B -9.71%
Utilities
Other Electric Utilities
18.32B -14.13%
Energy
Photovoltaic Solar Systems & Equipment
5B -20.51%
Energy
Renewable Energy Services
867M -29.81%
Energy
Photovoltaic Solar Systems & Equipment
4.4B +118.98%
Utilities
Renewable IPPs
1.05B +22.64%
Utilities
Other Electric Utilities
18.29B +22.10%
Utilities
Renewable IPPs
3.66B +21.88%
Utilities
Wind Electric Utilities
2.37B +10.03%
Utilities
Renewable IPPs
2.71B +9.52%
Utilities
Hydroelectric & Tidal Utilities
9.4B +1.52%
Energy
Photovoltaic Solar Systems & Equipment
4.63B -7.22%
Industrials
Other Environmental Services & Equipment
375M -7.85%
Energy
Photovoltaic Solar Systems & Equipment
12.28B -9.45%
Energy
Other Renewable Energy Equipment & Services
4.75B -18.39%

News of the components

░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░░ ░░░░ ░░
░░░░░░░░░░░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░
░░░░░░░░░░ ░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░ ░░░░░ ░░░░░░░░░░ ░░ ░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░ ░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░ ░ ░░░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░ ░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░░░░ ░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░ ░░ ░░ ░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░ ░░

Heatmap

Calendar of the components

░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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