All themes
Energy transition
26 managers wrote about this in 47 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2026 Q19% of 54
- 2026 Q29% of 296
- 2026 Q325% of 53
- Guinness Sustainable Energy FundAug 2026
Guinness Sustainable Energy August 2026 13 OUTLOOK – SUSTAINABLE ENERGY & THE ENERGY TRANSITION Over the next thirty years, the world will continue its transition to a sustainable energy system.
Read the letter → Sales were up 10% year-on-year (a 3% beat), driven by US data centres and the energy transition, while Europe, the rest of the world and general construction remain weak.
Read the letter →Sales were up 10% year-on-year (a 3% beat) driven by US data centres and the energy transition, while Europe, the rest of the world and general construction remains weak.
Read the letter →- Guinness Global Real Assets FundAug 2026
Guinness Global Real Assets August 2026 A demographic tailwind: US senior housing Beyond some of the more infrastructure-focused themes within the portfolio, such as data centres and the energy transition, the case for several sectors across the real estate market continues to grow.
Read the letter → - Guinness Sustainable Energy FundJul 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.
Read the letter → He called for an additional €800bn in annual investment to fund innovation, decarbonisation, and defence.
Read the letter →Across the region, the strongest opportunities are likely to remain in companies with genuine pricing power, visible earnings upgrades and exposure to structural growth themes such as AI infrastructure, automation, healthcare innovation and energy transition.
Read the letter →- Guinness China A Share FundJul 2026
Xiamen Faratronic (+90.2%) is one of the world’s leading manufacturers of film capacitors, which are used across EVs, renewable energy, industrial equipment, data centres and power grids.
Read the letter → - Guinness Global Real Assets FundJul 2026
The goal is to help industrial customers, including sectors that are especially difficult to decarbonise, like ceramics and chemicals, replace natural gas with renewable energy.
Read the letter → China Resources New Energy, one of China’s largest renewable energy providers, raised RMB 24.5bn in a listing in Shenzhen amid demand from retail investors.
Read the letter →- REQJul 2026
The company operates through its Magnetics & Controls and Sensing & Connectivity divisions, increasingly serving structurally growing sectors including industrial automation, security, renewable energy, medical technology, and transport electrification.
Read the letter → - Guinness Global Energy FundJul 2026
Electricity gas demand (i.e. power generation) is affected by weather, in particular by warm summers, which drive demand for air conditioning, but the underlying trend depends on GDP growth and the proportion of incremental new power generation each year that goes to natural gas versus the alternatives of coal, nuclear and renewables.
Read the letter → K-SHAPED RECOVERY AND A CONSUMPTION DILEMMA China’s economy is sharply bifurcated: exports, AI, renewable energy, and robots are booming, while consumption, property and domestic fixed asset investment continue to drag.
Read the letter →- Guinness Sustainable Energy FundJun 2026
While the geopolitical backdrop remains uncertain, the report's conclusions are broadly consistent with our longer-term outlook for the energy transition characterised by increasing renewable penetration, rising electricity demand and continued improvements in energy efficiency.
Read the letter → Laggards in our universe included communications towers, which were relatively weak due to stagnant leasing growth and worries over higher-for-longer interest rates, and renewables, which saw some profit-taking and felt similar headwinds from AI spending concerns.
Read the letter →- AVI MIGO Opportunities TrustJun 2026
AERI owns a portfolio of renewable energy assets in Europe, mainly in the Nordics, Iberia and Portugal, and adopted a managed wind-down process in 2024 after falling to a wide discount.
Read the letter → We were encouraged by EDF's continued focus on decarbonisation, electrification and climate resilience, and will continue to monitor progress in these areas.
Read the letter →It sits at the intersection of marine decarbonisation, flexible power, liquefied natural gas (LNG), grid bottlenecks, renewables and datacentre demand.
Read the letter →Laggards in our universe included communications towers, which were relatively weak due to stagnant leasing growth and worries over higher- for-longer interest rates, and renewables, which saw some profit-taking and felt similar headwinds from AI spending concerns.
Read the letter →The company reaffirmed its long-term decarbonisation strategy and confirmed that its two-pillar growth model across oil and gas and electricity remains unchanged.
Read the letter →Other segments also continued to benefit from the energy transition, particularly high-voltage transmission cables, and stronger economic growth supporting demand for medium- and low-voltage cables.
Read the letter →- Baron India FundJun 2026
In our view, KSH is well positioned to benefit from the multi-year upcycle in power transmission and distribution (T&D) in India, driven by urbanization, grid modernization, AI data centers, and the country's shift to renewable energy.
Read the letter → DAR is the largest publicly traded company turning edible by-products into sustainable products and a leading producer of renewable energy.
Read the letter →As a result, the region is entering a multi-year phase of significant capital deployment across core structural vectors: energy transition infrastructure, defense budgets, and localized technology advancement.
Read the letter →- Baron Asset FundJun 2026
Management reiterated its view that the business can grow its earnings at a mid-to-high teens rate or better through at least the end of the decade, supported by secular trends including grid modernization, electrification, the energy transition, industrial reshoring, and communications infrastructure upgrades.
Read the letter → We have increased our exposure, particularly within industrial companies benefiting from electrification, the energy transition and defense spending.
Read the letter →High-voltage cable capacity has become increasingly valuable as utilities and renewable energy developers compete for long-dated supply, and the company’s role in grid and subsea cable projects should benefit from rising investment in transmission infrastructure.
Read the letter →- Baron Opportunity FundJun 2026
More importantly, Starship will power the deployment of orbital AI compute infrastructure at gigawatt scale—taking advantage of continuous solar power, efficient radiative cooling, and freedom from terrestrial constraints.
Read the letter → - Emerald Focused Equity StrategyJun 2026
Schneider is positioned at the intersection of several long-term trends: the need to modernize ageing electricity grids; the shift toward decentralized energy systems as renewables take a growing share of the generation mix; the continued electrification of the economy; and the automation of industry.
Read the letter → We view Bureau Veritas as better posi- tioned than perceived, with a portfolio reshap- ing toward higher-growth end markets — data center commissioning, fleet decarbonization, and infrastructure — and management execut- ing an operational improvement program that has already delivered margin gains ahead of plan.
Read the letter →ON is a leader in silicon carbide semiconductors, which are used primarily in electric vehicles (EVs), renewable energy inverters, and high-power industrial equipment to reduce energy loss and improve efficiency.
Read the letter →- Ninepoint PartnersJun 2026
Finally, the global push toward sustainability continues to drive demand through emission targets mandating widespread EV adoption and the build-out of renewable energy infrastructure.
Read the letter → Argan — a leading engineering, procurement and construction firm — is positioned to benefit from a multi-year buildout in natural gas and solar power generation, limited industry competition and growing demand for new electricity generation.
Read the letter →- Robotti & Company AdvisorsJun 2026
Against that positive industry economic outlook is the transformational combination of Subsea 7 with Saipem which will create a differentiated global leader with an extensive backlog across subsea and renewables, an expanded addressable market (given the increased worldwide concerns for energy security), and increased pricing power.
Read the letter → - Baron Technology ETFJun 2026
Importantly, Starship will support the deployment of orbital AI compute infrastructure at gigawatts scale, leveraging continuous solar power, efficient radiative cooling, and freedom from terrestrial limitations.
Read the letter → - Cedar Grove Capital Management Multi-Strategy CompositeJun 2026
They provide grid- modernization technology for public power utilities, which allows them to gather data to prevent outages, integrate renewable energy and electric vehicles, and improve overall energy efficiency.
Read the letter → Since 2006, Lifeway has procured more than 87,000 MWh of Green-e certified renewable energy credits, avoiding an estimated 34,506 metric tons of CO2e, equivalent to the emissions avoided by not burning 191 railcars of coal.
Read the letter →- Black Bear Value Fund, LPJun 2026
While headlines often focus on renewable energy, we believe virtually every source of electricity generation will be needed to satisfy rising demand from AI, data centers, and broader electrification.
Read the letter → We believe its scaled platform can benefit from AI-driven power demand, broadband buildout and the energy transition.
Read the letter →- Fundsmith Equity FundJun 2026
Growth is directly tied to the growing global demand for renewable energy, especially clean energy generation that can be built next to data centres.
Read the letter →
Showing the 40 most recent of 47 letters.