What smart money is saying about Ameresco Inc
AMRC
No fund has written a full thesis on Ameresco Inc in our archive, but 4 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in August 2026.
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4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Ameresco Inc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 4 positions
- August 2026
“Within the Fund, the strongest performers were China Longyuan Power Group Corp Ltd, Itron, Johnson Matthey PLC, Xinyi Solar and Atlas Copco, while the weakest performers were Infineon Technologies AG, Enphase Energy Inc, Ameresco Inc, NXP Semiconductor NV, Prysmian SpA and Owens Corning.”
Ameresco Inc - July 2026
“Sustainable energy equities performed well in the first half of 2026. The Middle East energy shock reinforced the case for the energy transition through the lenses of energy security and flexibility, while the underlying drivers of secular electricity demand growth remained strong. Meanwhile, policy shifted from the uncertainty of 2025 to a more stable and supportive backdrop. This month, we review the key macro developments of 1H 2026 and offer an outlook for the rest of 2026 and beyond. EQUITIES The Guinness Sustainable Energy Fund (Class Y) delivered a return of -2.1% (in USD) in June, underperforming the MSCI World Index, which returned -0.7%. Amphenol and Hubbell were among the Fund’s top performers, supported by AI infrastructure investment and growth in grid capital expenditure. Ameresco and Enphase were among the weakest performers as higher bond yields and lower oil prices weighed on sentiment towards renewable energy stocks.”
Ameresco Inc - June 2026
“Lastly, we have some exposure to bioenergy (and a broader range of energy efficiency projects) via Ameresco, a US-listed clean energy project developer.”
Ameresco Inc “Lastly, we have some exposure to bioenergy (and a broader range of energy efficiency projects) via Ameresco, a US-listed clean energy project developer.”
Ameresco Inc
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