Global Cleantech Theme

Global Cleantech Theme

by Windmill Capital (Global)


Currency

Renewables, hydrogen, batteries & more, invest in the tech powering the shift to sustainable energy

Investment Rationale

This smallcase invests in companies enabling cleaner energy and more efficient resource use. It covers seven areas:

  • Diversified clean-transition: companies across renewable power, electric vehicles, batteries and energy management, providing broad clean-tech exposure.
  • Solar Energy: companies making solar equipment or developing solar-power projects, giving direct solar exposure.
  • Wind Energy: companies manufacturing wind turbines or developing wind farms.
  • Hydrogen Energy: companies developing hydrogen technologies and fuel cells for industry and transport.
  • Battery, Storage & Electric-Mobility supply chain: companies supplying battery materials, storage systems and electric vehicles, capturing electrification and storage.
  • Water & Waste Management: companies providing water treatment, purification, pumps and monitoring, as well as waste collection, recycling and wastewater treatment. This segment provides exposure to essential environmental infrastructure and resource efficiency.
  • Sustainable Agriculture & AgriTech: companies developing precision agriculture, automation, biotechnology and controlled-environment farming to improve productivity and reduce resource use.

Together, these segments cover clean power, electrification, storage and resource management, giving investors broad exposure to the wider clean-technology and resource-efficiency transition.

Performance

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