Renewable Energy
Solar, wind and battery storage as scalable clean energy sources.
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.
Ecosystem Map
Owners and operators of diversified renewable power portfolios and contracted clean-power assets. Excludes equipment suppliers and fossil-heavy utilities.
Solar-module manufacturing, inverters and solar-project development. Excludes diversified utilities where solar is immaterial.
Wind-turbine manufacturing, wind-project development and offshore-wind infrastructure. Excludes diversified utilities unless wind is a major strategic business.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.