Solar, wind and battery storage as scalable clean energy sources.
65.1% of companies showed increased active positions
Inflow ↓Active institutional funds added a net $9.1 billion in Q2 2026, versus $10.4 billion in Q1 2026 — an inflow 13% smaller. 65.1% of companies in this theme saw increased active positions in Q2 2026.
Battery technologies and grid-scale storage enabling energy reliability.
64.5% of companies showed increased active positions
Inflow ↑Active institutional funds added a net $7.0 billion in Q2 2026, versus $1.7 billion in Q1 2026 — an inflow 309% larger. 64.5% of companies in this theme saw increased active positions in Q2 2026.
Fission and fusion power as baseload energy for AI data centers and grid stability.
69.2% of companies showed increased active positions
Inflow ↑Active institutional exposure flipped from a net outflow of $558.7 million in Q1 2026 to a net inflow of $6.9 billion in Q2 2026. 69.2% of companies in this theme saw increased active positions in Q2 2026.
Grid expansion, transformers, switchgear, transmission and HVDC infrastructure.
60.4% of companies showed increased active positions
Inflow ↑Active institutional exposure flipped from a net outflow of $2.7 billion in Q1 2026 to a net inflow of $6.0 billion in Q2 2026. 60.4% of companies in this theme saw increased active positions in Q2 2026.
Mining, processing and refining of the minerals electrification, batteries, AI hardware and defence depend on: lithium, copper, nickel, cobalt, rare earths.
70% of companies showed increased active positions
Inflow ↑Active institutional funds added a net $2.2 billion in Q2 2026, versus $1.9 billion in Q1 2026 — an inflow 21% larger. 70% of companies in this theme saw increased active positions in Q2 2026.
Natural gas supply, midstream and LNG export capacity as the bridge fuel of the energy transition and the fuel for gas-fired power behind data centres. Excludes oil-weighted upstream and oilfield services.
51.6% of companies showed decreased active positions
Outflow ↓Active institutional funds cut a net $19.2 billion in Q2 2026, versus $3.8 billion in Q1 2026 — an outflow 413% larger. 51.6% of companies in this theme saw decreased active positions in Q2 2026.