Munro
Munro Climate Change Leaders Fund
Mega-cap
Jun 2025 → Mar 2026
Our archive holds 5 letters from this strategy, behind 8 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Munro for every strategy.
Its investment theses
- Contemporary Amperex Technology Co., LimitedMar 2026Contemporary Amperex Technology Co., Limited is the global leader in EV/ESS batteries with scale, innovation, and pricing pass-throughs supporting multi-year profitable growth.
- Constellation EnergyDec 2025Constellation Energy operates a large carbon-free nuclear fleet poised to benefit from tight US power supply and rising AI-driven electricity demand supporting higher earnings.
- Legence CorpDec 2025Legence Corp provides MEP services that improve building energy efficiency, leveraging a skilled workforce and strong exposure to fast-growing data center and life sciences markets.
- Linde plcDec 2025Linde plc is a leading industrial gases company with substantial decarbonisation opportunities and disciplined execution, including blue hydrogen projects and efficiency-driven earnings growth.
- LegenceSep 2025Legence is an energy efficiency service provider with a skilled workforce and strong exposure to data centers, life sciences, and building retrofits.
- LindeSep 2025Linde is an industrial gas leader with efficiency-enhancing products and strong exposure to blue hydrogen and clean energy projects.
- Siemens EnergyJun 2025Siemens Energy is a leading German power equipment company experiencing significant growth in demand for its decarbonization-focused products amidst challenges in the wind segment, with expectations of improved profitability and dividend resumption.