Guinness
Guinness Sustainable Energy Fund
Global Large-cap Energy
Jun 2025 → Aug 2026
Our archive holds 12 letters from this strategy, behind 10 investment theses and positions in 41 companies. Every quote below is copied verbatim from the letter it came from.
12 letters in 2 years — follow all of Guinness for every strategy.
What it bought and sold
We sold our position in Aptiv and recycled the capital into TE Connectivity,
We purchased SSE, a leading UK integrated utility offering exposure to the UK electricity network build-out and broader electrification.
Also held
- Canadian Solar Inc
- Infineon Technologies AG
- LG Chem Ltd
- China Longyuan Power Group Corp Ltd
- Johnson Matthey PLC
- Prysmian SpA
- Carlisle Companies Inc
- Atlas Copco AB
- Siemens AG
- Trane Technologies PLC
- Ameresco Inc
- NextEra Energy Inc
- SSE PLC
- Amphenol Corporation
- Itron Inc
- Vestas Wind Systems A/S
- Owens Corning
- Enphase Energy Inc
- Sensata Technologies Holding PLC
- TE Connectivity PLC
- Xinyi Solar Holdings Ltd
- First Solar Inc
- NXP Semiconductors NV
- Iberdrola SA
- Ormat Technologies Inc
- Prysmian S.p.A.
- Enphase Energy, Inc.
- Xinyi Solar Holdings Ltd.
- Canadian Solar Inc.
- Carlisle Companies Incorporated
- First Solar, Inc.
- Trane Technologies plc
- China Longyuan Power Group Corp. Ltd.
- Ameresco Inc.
- NextEra Energy, Inc.
- Sensata Technologies Holding plc
- Schneider Electric SE
- Legrand SA
- Iberdrola, S.A.
- AECOM
- NXP Semiconductors N.V.
- LG Chem, Ltd.
- Hubbell Incorporated
- LG Chem
- Ameresco
- China Longyuan Power Group
- Iberdrola
- Siemens
- Enphase Energy
- Infineon Technologies
- Sensata Technologies Holding
- Aptiv
- Canadian Solar
- NXP Semiconductors
- Trane Technologies
- NextEra Energy
- Atlas Copco
- Carlisle Companies
- First Solar
- Itron
- Xinyi Solar Holdings
- Amphenol
- Prysmian
- Eaton
- Sensata Technologies
- Ormat Technologies
- Schneider Electric
- Aecom
- Vestas Wind Systems
- Legrand
- Hubbell
- Versigent
- SPIE
Its investment theses
- TE ConnectivityAug 2026TE Connectivity is a leading connector supplier benefiting from higher EV content per vehicle and attractive exposure to industrial end markets.
- Amphenol CorporationAug 2026Amphenol Corporation benefits from rising EV content per vehicle through electrical connector and sensor demand.
- NextEra EnergyJul 2026NextEra Energy combines regulated utility expansion with data centre-driven demand growth and a long-term earnings growth outlook above 8% through 2035.
- SSEJul 2026SSE offers exposure to UK grid build-out and electrification with a fully funded investment plan driving regulated asset base growth and earnings visibility.
- Tianqi Lithium CorporationJun 2026Tianqi Lithium is supported by a constructive long-term lithium demand outlook that extends beyond EVs and batteries.
- NXP Semiconductors N.V.Jun 2026NXP Semiconductors provides microcontrollers and power semiconductors for the EV transition.
- NextEra EnergyJun 2026NextEra Energy is the largest renewable power producer and is positioned to benefit from structural US power demand growth and low-cost firmed generation.
- Sensata Technologies HoldingJun 2026Sensata Technologies Holding supplies components and services that should benefit from the increasing electronics content in electric vehicles.
- AmphenolJun 2026Amphenol participates in electrical equipment niches that support electrification and grid build-out across many end markets.
- PrysmianJun 2025Prysmian is a global leader in electrical and data cable manufacturing with strong growth potential in the offshore wind industry and a fully booked backlog until 2029, making it an attractive investment opportunity.