All themes
Energy transition
101 managers wrote about this in 173 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2024 Q410% of 30
- 2025 Q113% of 40
- 2025 Q210% of 88
- 2025 Q38% of 88
- 2025 Q414% of 129
- 2026 Q113% of 137
- 2026 Q27% of 709
- 2026 Q36% of 863
- 2026 Q47% of 73
- Quest Smart AlphaOct 2026
The company is executing a 3 GW renewable energy transition through Jindal Renewables and pioneering green hydrogen integration for syngas-based DRI production at its Angul plant, decoupling steel production from emissions and future carbon tax risks (such as the EU CBAM).
Read the letter → - Equinova Investment Managers PMS PortfoliosOct 2026
Key sectors driving the investment cycle in current phase are: o Power and energy transition: Renewable energy, transmission and distribution networks, thermal power and energy storage.
Read the letter → - AcatisOct 2026
Here, we are not so much referring to providers of renewable energy whose components often come from China, and where it is hard to say how much they are subsidized by the government.
Read the letter → We left New York with some powerful words from Generation’s latest Sustainability Trends Report ringing in our ears: “ The energy transition is under way, and we have new reasons to speed it up.
Read the letter →We completed an exit from Spanish industrial services group Global Dominion (while core business was performing, ventures in renewable energy development had disappointed).
Read the letter →We also initiated a position in SSE, a diversified U.K. utility and the country’s largest renewable energy generator.
Read the letter →It owns and manages gas CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME STRATEGY 2 transmission pipelines in all states of mainland Australia, as well as gas storage and processing, contracted power generation and renewable energy production.
Read the letter →Outcome: At a meeting in September 2026, HSBC reiterated its commitment to achieving net zero emissions by 2050 and presented the energy transition as a significant commercial opportunity, citing growing demand for renewable energy and improved energy security.
Read the letter →We added three companies under our Enabling the energy transition theme during the period: Nordex, Iberdrola and Prysmian.
Read the letter →More than 70% of Wheaton’s revenue comes from mines primarily producing base platinum-group metals including copper, zinc and nickel, providing an indirect link to the production of materials essential to the energy transition..
Read the letter →- AVI Worldwide Opportunities FundSep 2026
Other detractors included a new but as-yet-undisclosed UK REIT position (higher UK government yields), Phoenix Spree Deutschland (PSDL) (higher German government yields), and Ecofin Renewables (RNEW) (no progress on lifting of curtailment at Whirlwind asset which would trigger earn-out payments to RNEW).
Read the letter → - Matthews Asia Innovators FundSep 2026
During August and early September, our investment team conducted research across Silicon Valley, Hong Kong, Shenzhen, Shanghai, Wuxi and Taipei, meeting with companies in AI, renewable energy, automation, semiconductors and consumer-related industries.
Read the letter → - AVI MIGO Opportunities TrustSep 2026
Other detractors included Phoenix Spree Deutschland (PSDL) (higher German government yields), Ecofin Renewables (RNEW) (no progress on lifting of curtailment at Whirlwind asset which would trigger earn-out payments to RNEW), Living REIT (higher UK government yields), and a new but as-yet-undisclosed UK REIT position (higher UK government yields).
Read the letter → More than 70% of Wheaton’s revenue comes from mines primarily producing base platinum-group metals including copper, zinc and nickel, providing an indirect link to the production of materials essential to the energy transition.
Read the letter →The company is a leader in solar-tracking systems and suffered from weakness across the renewable energy sector.
Read the letter →The energy transition according to Glencore An interesting slide from Glencore's recent ASX listing presentation: the energy transition investment is now running at over US$2 trillion a year, yet fossil fuels still meet over 80% of global energy demand.
Read the letter →- Matthews China FundSep 2026
Industrials also detracted, including Jiangsu Zhongtian Technology, a Chinese industrial and technology company best known for its fiber-optic cables, power transmission equipment, submarine cables, and renewable energy infrastructure, as shares declined amid greater caution toward cyclical growth and capital-spending expectations.
Read the letter → - Eiffel Investment Group FCPISep 2026
It will adopt a sectoral diversification approach (energy transition, software, healthcare, industry, services, etc.) and geographic diversification (mainly in France but also in other European states, notably Germany, Sweden, Italy, etc.).
Read the letter → These products serve end markets such as manufacturing, mining, oil and gas, water infrastructure, utilities, renewable energy, and data centers, giving WEG exposure to both traditional industrial demand and longer-term investment in electrification, grid modernization and automation.
Read the letter →MYR Group is a specialty electrical contractor operating across the U.S. and Canada, serving utilities, data centers, renewable energy and transportation projects.
Read the letter →- Sustainable Dividends Value FundSep 2026
We expect the company to continue growing in the coming years, driven by the investment push from European governments into infrastructure and the energy transition.
Read the letter → We also requested further clarity on the link between Barclays' sector decarbonisation targets and the Client Transition Framework.
Read the letter →The company supplies components that support the electrification of the economy, enabling greater use of renewable energy and improved control and precision across industrial processes.
Read the letter →- Matthews Emerging Markets Small Companies FundSep 2026
In Asia, our recent company meetings across semiconductors, automation, renewable energy, artificial intelligence, and consumer industries reinforced our view that the opportunity set is broadening beyond a small group of market leaders.
Read the letter → - White Falcon StrategySep 2026
In addition, selective 3 sales of renewable energy projects could free up capital and support debt reduction.
Read the letter → - Matthews Emerging Markets Sustainable Future FundSep 2026
In Asia, our recent company meetings across semiconductors, automation, renewable energy, artificial intelligence, and consumer industries reinforced our view that the opportunity set is broadening beyond a small group of market leaders.
Read the letter → - Polen Focus GrowthSep 2026
Quanta provides end - to - end services for electric utilities, renewables developers, hyperscalers , pipelines, and industrial customers.
Read the letter → It also refocuses the portfolio on commodities benefiting from electrification, renewable energy and AI infrastructure.
Read the letter →We view this as a timing issue and believe the company remains a multiyear beneficiary of secular trends around AI driven power demand, broadband universalization and the energy transition.
Read the letter →Nextpower participates in solar power infrastructure, Forgent Power Solutions supplies power infrastructure, and FTAI Aviation serves the aviation aftermarket.
Read the letter →Longer term, we believe Heidelberg is well positioned to grow profits due to a rebound in construction demand, structural cost saving opportunities and a decarbonization advantage over peers in Europe.
Read the letter →SolarEdge is a market leader in residential and commercial inverters for solar power systems.
Read the letter →- Liontrust Balanced FundSep 2026
In industrials, we established a position in Prysmian, a global leader in power and communications cables, which we view as a direct beneficiary of increased investment in electricity networks, renewable energy infrastructure and data centre expansion.
Read the letter → - ARAR FundSep 2026
Westbridge Renewable Energy Westbridge, creator and seller of energy projects, reached a favorable agreement to sell one of their biggest projects, Red Willow.
Read the letter → The renewables arm is a policy business, dependent on fuel standards and credits, but it is also a hedge against a return to Wokeworld.
Read the letter →In September 2026 we asked whether faster anticipated capacity growth threatened Equinix’s goal of covering 100% of its power consumption with renewable energy by 2030.
Read the letter →Energia is an integrated Irish energy utility with exposure to renewables, power generation and supply.
Read the letter →- Glendale EquitySep 2026
Following the sale of its renewable energy business and the progressive simplification of the group, it has become fundamentally a concessions business.
Read the letter → - Matthews Emerging Markets Equity FundSep 2026
In Asia, our recent company meetings across semiconductors, automation, renewable energy, artificial intelligence, and consumer industries reinforced our view that the opportunity set is broadening beyond a small group of market leaders.
Read the letter → Globalization, near-zero interest rates and the energy transition reinforced these trends.
Read the letter →
Showing the 40 most recent of 173 letters.