Sectors
Wind
We cover onshore and offshore wind. We can invest along the supply chain, including project developers, turbine manufacturers and project owners, such as independent power producers (IPPs), utilities and yieldcos.
Solar
We cover the entire supply chain, from the initial polysilicon production to the final solar module. Current technologies include thin-film, polycrystalline and monocrystalline. Other areas include smart inverters, utility projects, distributed rooftop projects, project developers and project owners.
Waste
We cover waste collection, waste treatment and waste to energy plants. Material recycling companies are included as they contribute to the circular economy.
Energy Storage
Technologies from lithium-ion batteries to the newly emerging hydrogen sector are covered. The supply chain spans battery manufacturers, project development, project ownership and renewable energy intermittency management.
Mobility
This sector focuses mainly on electric mobility and the supply chain. Also covered are city mobility and potential technologies, such as hydrogen for freight and shipping.
Lighting
This sector covers the lighting supply chain, with a focus on LED and smart software to increase energy efficiency.
Smart Grid
This sector covers companies related to smarter digital grids. This can be on a national scale (interconnectors), local level (mini-grid) or other connections. It covers the supply chain and software management solutions.
Software
We cover software analytics companies with considerable exposure to our other sectors.
Services
We cover service companies, such as specialist consultants (for example wind forecasts) with extensive exposure to our other sectors.