Beleggen in groene energie betekent beleggen in bedrijven die zich richten op schone energie: fabrikanten van windturbines, zonnepanelen en elektrische auto’s bijvoorbeeld, of technologiebedrijven die zorgen dat de opgewekte energie zo efficiënt mogelijk in elektriciteit wordt omgezet. Veel beleggers kiezen voor een investering in schone energie uit de ethische overtuiging dat ze aan een leefbare wereld willen bijdragen. Maar natuurlijk zijn er ook veel beleggers die redenen zien om vanuit rendementsoogpunt in Clean Energy te beleggen. Het is een sector van de toekomst, met een enorm groeipotentieel. De milieueisen die overheden stellen zorgen voor een steeds grotere vraag naar schone energiebronnen. Gevolg hiervan is dat wind- en zonne-energie steeds efficiënter en slimmer zullen worden ingezet. Dit kan op den duur betekenen dat deze energiebronnen goedkoper zullen worden dan fossiele bronnen. Dat zal dan de omvang van de sector nog eens enorm stimuleren.
Omdat de sector in feite nog in de kinderschoenen staat, kan het raadzaam zijn om er gespreid in te beleggen via een ETF. Het is immers nog onduidelijk welke individuele bedrijven de leiding zullen gaan nemen. Via een ETF profiteer je in elk geval van de ontwikkelingen op de langere termijn in de gehele sector. In de meeste Clean Energy ETF’s ligt de nadruk op nutsbedrijven (energieleveranciers), industrie (fabrikanten van zonnepanelen en windturbines) en technologie. De regio’s waarin de ETF’s investeren zijn met name de Verenigde Staten en China, maar ook in Europa zijn er veel bedrijven die zich met schone energie bezighouden.
ETF naam | ISIN |
---|---|
ISHARES GLOBAL CLEAN ENERGY UCITS ETF USD (DIST) | IE00B1XNHC34 |
L&G CLEAN ENERGY UCITS ETF USD ACC | IE00BK5BCH80 |
HANETF S&P GL CLEAN ENERGY SEL HANZERO U ETF ACC | IE00BLH3CQ86 |
INVESCO GLOBAL CLEAN ENERGY UCITS ETF ACC | IE00BLRB0242 |
Welke bedrijven zitten er in bijvoorbeeld Invesco Global Clean Energy index?
Invesco Global Clean Energy ETF 14-11-2022
Name | Sector | Holding Ticker | MarketValue | Weight |
---|---|---|---|---|
McPhy Energy SA | Industrials | MCPHY FP | 2,797,930.45 | 1.204 |
VERBIO Vereinigte BioEnergie AG | Energy | VBK | 2,772,924.65 | 1.193 |
Samsung SDI Co Ltd | Information Technology | 006400 KS | 2,500,996.31 | 1.076 |
LG Energy Solution Ltd | Industrials | 373220 KS | 2,395,227.39 | 1.031 |
Proterra Inc | Industrials | PTRA | 2,382,632.40 | 1.025 |
PNE AG | Industrials | PNE3 | 2,374,901.27 | 1.022 |
Landis+Gyr Group AG | Information Technology | LAND SW | 2,332,561.08 | 1.004 |
Abalance Corp | Industrials | 3856 JP | 2,291,808.93 | 0.986 |
CS Wind Corp | Industrials | 112610 KS | 2,289,582.17 | 0.985 |
Ecopro BM Co Ltd | Industrials | 247540 KS | 2,264,348.22 | 0.974 |
First Solar Inc | Information Technology | FSLR | 2,244,995.19 | 0.966 |
Fugro NV | Industrials | FUR | 2,243,596.09 | 0.965 |
Nordex SE | Industrials | NDX1 | 2,232,492.92 | 0.961 |
Signify NV | Industrials | LIGHT | 2,173,839.36 | 0.935 |
Doosan Fuel Cell Co Ltd | Industrials | 336260 KS | 2,158,514.02 | 0.929 |
Kingspan Group PLC | Industrials | KSP | 2,147,520.51 | 0.924 |
NEL ASA | Industrials | NEL | 2,106,873.13 | 0.906 |
Novozymes A/S | Materials | NZYMB DC | 2,083,354.92 | 0.896 |
Vestas Wind Systems A/S | Industrials | VWS DC | 2,082,432.25 | 0.896 |
Itron Inc | Information Technology | ITRI | 2,079,312.12 | 0.895 |
MP Materials Corp | Materials | MP | 2,066,685.28 | 0.889 |
Array Technologies Inc | Industrials | ARRY | 2,066,036.16 | 0.889 |
SMA Solar Technology AG | Information Technology | S92 | 2,062,603.52 | 0.887 |
Universal Display Corp | Information Technology | OLED | 2,062,585.00 | 0.887 |
Piedmont Lithium Inc | Materials | PLL | 2,056,003.30 | 0.885 |
Iljin Materials Co Ltd | Information Technology | 020150 KS | 2,027,425.84 | 0.872 |
Ormat Technologies Inc | Utilities | ORA | 2,019,754.47 | 0.869 |
L&F Co Ltd | Information Technology | 066970 KS | 2,018,840.78 | 0.869 |
Prysmian SpA | Industrials | PRY | 2,015,607.41 | 0.867 |
Terna - Rete Elettrica Nazionale | Utilities | TRN | 2,015,099.10 | 0.867 |
Energiekontor AG | Industrials | EKT | 2,014,110.97 | 0.867 |
FREYR Battery SA | Industrials | FREY | 2,012,550.64 | 0.866 |
China Datang Corp Renewable Power Co Ltd | Utilities | 1798 HK | 2,011,419.50 | 0.865 |
CropEnergies AG | Energy | CE2 | 2,009,415.16 | 0.865 |
Arcosa Inc | Industrials | ACA | 1,995,752.25 | 0.859 |
West Holdings Corp | Utilities | 1407 JP | 1,976,445.55 | 0.850 |
Elia Group SA/NV | Utilities | ELI | 1,963,205.28 | 0.845 |
Aker Horizons ASA | Industrials | AKH | 1,943,514.74 | 0.836 |
Teco Electric and Machinery Co Ltd | Industrials | 1504 TT | 1,939,676.19 | 0.835 |
Sociedad Quimica y Minera de Chile SA ADR | Materials | SQM | 1,937,195.94 | 0.833 |
Xinyi Solar Holdings Ltd | Information Technology | 968 HK | 1,901,977.73 | 0.818 |
Li-Cycle Holdings Corp | Industrials | LICY | 1,901,347.80 | 0.818 |
Nexans SA | Industrials | NEX FP | 1,886,621.58 | 0.812 |
NKT A/S | Industrials | NKT DC | 1,884,060.22 | 0.811 |
Ganfeng Lithium Group Co Ltd | Materials | 1772 HK | 1,880,933.92 | 0.809 |
Flat Glass Group Co Ltd | Information Technology | 6865 HK | 1,877,248.22 | 0.808 |
REC Silicon ASA | Information Technology | RECSI | 1,868,459.03 | 0.804 |
Livent Corp | Materials | LTHM | 1,865,248.02 | 0.803 |
Encavis AG | Utilities | ECV | 1,856,484.65 | 0.799 |
Corp ACCIONA Energias Renovables SA | Utilities | ANE | 1,844,386.42 | 0.794 |
Enphase Energy Inc | Information Technology | ENPH | 1,840,375.38 | 0.792 |
Iljin Hysolus Co ltd | Consumer Discretionary | 271940 KS | 1,838,456.88 | 0.791 |
SFC Energy AG | Industrials | F3C | 1,834,429.59 | 0.789 |
Orsted AS | Utilities | ORSTED DC | 1,833,326.52 | 0.789 |
Sino-American Silicon Products Inc | Information Technology | 5483 TT | 1,831,708.12 | 0.788 |
Acciona SA | Utilities | ANA | 1,831,272.52 | 0.788 |
Gevo Inc | Energy | GEVO | 1,828,639.86 | 0.787 |
Neoen SA | Utilities | NEOEN FP | 1,819,850.53 | 0.783 |
ITM Power PLC | Industrials | ITM LN | 1,814,663.76 | 0.781 |
Bumhan Fuel Cell Co Ltd | Energy | 382900 KS | 1,811,180.19 | 0.779 |
United Renewable Energy Co Ltd/Taiwan | Information Technology | 3576 TT | 1,810,967.35 | 0.779 |
EDP Renovaveis SA | Utilities | EDPR | 1,794,552.38 | 0.772 |
Fisker Inc | Consumer Discretionary | FSR | 1,794,035.65 | 0.772 |
Yadea Group Holdings Ltd | Consumer Discretionary | 1585 HK | 1,793,595.34 | 0.772 |
Verbund AG | Utilities | VER AV | 1,783,615.38 | 0.767 |
ReNew Energy Global PLC | Utilities | RNW | 1,776,294.40 | 0.764 |
Mercury NZ Ltd | Utilities | MCY | 1,765,811.39 | 0.760 |
OX2 AB | Industrials | OX2 SS | 1,752,203.51 | 0.754 |
Shoals Technologies Group Inc | Industrials | SHLS | 1,749,132.21 | 0.753 |
SolarEdge Technologies Inc | Information Technology | SEDG | 1,748,365.56 | 0.752 |
Lithium Americas Corp | Materials | LAC | 1,738,980.32 | 0.748 |
JL Mag Rare-Earth Co Ltd | Industrials | 6680 HK | 1,735,226.91 | 0.747 |
Enlight Renewable Energy Ltd | Utilities | ENLT | 1,734,318.46 | 0.746 |
Motech Industries Inc | Information Technology | 6244 TT | 1,734,125.01 | 0.746 |
Navitas Semiconductor Corp | Information Technology | NVTS | 1,733,442.20 | 0.746 |
Nibe Industrier AB | Industrials | NIBEB SS | 1,731,157.89 | 0.745 |
DaeMyoung Energy Co Ltd | Utilities | 389260 KS | 1,720,783.20 | 0.740 |
GS Yuasa Corp | Industrials | 6674 JP | 1,713,471.55 | 0.737 |
Canadian Solar Inc | Information Technology | CSIQ | 1,706,750.64 | 0.734 |
Grenergy Renovables SA | Utilities | GRE | 1,698,186.48 | 0.731 |
BYD Co Ltd | Consumer Discretionary | 1211 HK | 1,688,879.12 | 0.727 |
Scatec ASA | Utilities | SCATC | 1,678,946.83 | 0.722 |
Unison Co Ltd/South Korea | Industrials | 1,677,752.12 | 0.722 | |
Alfen Beheer BV | Industrials | ALFEN | 1,674,761.22 | 0.721 |
Solid Power Inc | Consumer Discretionary | SLDP | 1,673,183.91 | 0.720 |
Rivian Automotive Inc | Consumer Discretionary | RIVN | 1,670,936.76 | 0.719 |
PowerCell Sweden AB | Industrials | PCELL SS | 1,653,740.39 | 0.712 |
Dongkuk Structures & Construction Co Ltd | Industrials | 100130 KS | 1,649,601.86 | 0.710 |
Maxeon Solar Technologies Ltd | Information Technology | MAXN | 1,637,090.38 | 0.704 |
Ballard Power Systems Inc | Industrials | BLDP | 1,634,267.61 | 0.703 |
FuelCell Energy Inc | Industrials | FCEL | 1,633,935.60 | 0.703 |
SK IE Technology Co Ltd | Materials | 361610 KS | 1,633,229.95 | 0.703 |
JinkoSolar Holding Co Ltd ADR | Information Technology | JKS | 1,630,143.12 | 0.701 |
Bloom Energy Corp | Industrials | BE | 1,608,367.05 | 0.692 |
Hannon Armstrong Sustainable Infrastructure Capital Inc | Financials | HASI | 1,606,643.50 | 0.691 |
Archer Aviation Inc | Industrials | ACHR | 1,606,445.28 | 0.691 |
Energix-Renewable Energies Ltd | Utilities | ENRG | 1,606,239.25 | 0.691 |
SunPower Corp | Industrials | SPWR | 1,603,012.95 | 0.690 |
Tianqi Lithium Corp | Materials | 9696 HK | 1,585,974.00 | 0.682 |
Boralex Inc | Utilities | BLX | 1,583,862.02 | 0.681 |
Solaria Energia y Medio Ambiente SA | Utilities | SLR | 1,576,329.59 | 0.678 |
Sungeel Hitech Co Ltd | Industrials | 365340 KS | 1,574,849.24 | 0.678 |
Ameresco Inc | Industrials | AMRC | 1,566,454.05 | 0.674 |
Stem Inc | Industrials | STEM | 1,559,741.73 | 0.671 |
Sunnova Energy International Inc | Utilities | NOVA | 1,535,160.55 | 0.660 |
Sunrun Inc | Industrials | RUN | 1,531,891.77 | 0.659 |
Lordstown Motors Corp | Consumer Discretionary | RIDE | 1,528,938.96 | 0.658 |
Innergex Renewable Energy Inc | Utilities | INE | 1,519,663.66 | 0.654 |
Brookfield Renewable Corp | Utilities | BEPC | 1,513,290.24 | 0.651 |
ReneSola Ltd ADR | Industrials | SOL | 1,503,826.62 | 0.647 |
RENOVA Inc | Utilities | 9519 JP | 1,482,483.48 | 0.638 |
Xinyi Energy Holdings Ltd | Utilities | 3868 HK | 1,479,275.41 | 0.636 |
Wolfspeed Inc | Information Technology | WOLF | 1,470,743.10 | 0.633 |
Hyundai Energy Solutions Co Ltd | Information Technology | 322000 KS | 1,463,696.35 | 0.630 |
Ceres Power Holdings PLC | Industrials | CWR LN | 1,452,232.87 | 0.625 |
TPI Composites Inc | Industrials | TPIC | 1,451,555.52 | 0.625 |
Joby Aviation Inc | Industrials | JOBY | 1,446,716.16 | 0.622 |
Lucid Group Inc | Consumer Discretionary | LCID | 1,428,289.17 | 0.615 |
Sebitchem Co Ltd | Materials | 107600 KS | 1,400,648.92 | 0.603 |
NFI Group Inc | Industrials | NFI | 1,381,973.23 | 0.595 |
EVgo Inc | Consumer Discretionary | EVGO | 1,375,391.82 | 0.592 |
Polestar Automotive Holding UK PLC ADR | Consumer Discretionary | PSNY | 1,359,205.86 | 0.585 |
ChargePoint Holdings Inc | Industrials | CHPT | 1,332,726.50 | 0.573 |
QuantumScape Corp | Consumer Discretionary | QS | 1,234,600.74 | 0.531 |
FTC Solar Inc | Industrials | FTCI | 1,207,512.88 | 0.520 |
Plug Power Inc | Industrials | PLUG | 1,138,962.80 | 0.490 |
Altus Power Inc | Utilities | AMPS | 1,107,608.56 | 0.477 |
XPeng Inc ADR | Consumer Discretionary | XPEV | 1,074,539.52 | 0.462 |
Canoo Inc | Consumer Discretionary | GOEV | 1,050,587.75 | 0.452 |
NIO Inc ADR | Consumer Discretionary | NIO | 1,001,680.92 | 0.431 |