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Renewables Technology
- Pininvest Analysis
According to the latest IEA report (Oct. 2017), investments in renewable energy have accounted for 2/3 of new power capacity installed in 2016. With 50 % yearly growth, especially in China, solar power has added more capacity worldwide than any other source of energy, either wind, gas or coal
Expected growth through 2022 in renewable energy installations is driven by government policies and by very significant technology cost reductions, with prices for solar and wind as low as 3 cents per Kwh announced at auction in various locations, below costs of coal and gas power plants
For 2022 renewable power installation, IEA projects a 43 % increase adding 920 GW (toping previous assumptions) and another 230 GW under an accelerated scenario rendered more likely by the recent technical developments and by the Chinese environmental policies
With emphasis on solar photovoltaic solutions, ingots, polysilicon and wafers, our selection also includes wind blades fabrication, hydrogen generation products and a geothermal specialist
Focused on US-listed manufacturing companies however, Chinese businesses remain under-represented
Renewables Technology • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Vol. | Risk Contrib. | MDD |
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| American Superconductor | AMSC | NASDAQ | Industrial Goods | Electrical Components, Connectors & Sensors | USD | 19.52 | 450 M | 133.8% | 71% | 6% | -28% |
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| Canadian Solar | CSIQ | NASDAQ | Industrial Goods | Renewables/Solar | USD | 44.17 | 2.6 B | 170.2% | 69% | 7% | -46% |
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| Daqo New Energy | DQ | NYSE | Technology | Semiconductors - Photovotaic Systems | USD | 45.26 | 3.0 B | 494.3% | 94% | 8% | -28% |
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| Eaton Corp. | ETN | NYSE | Industrial Goods | Power Generation - General | USD | 121.90 | 49 B | 35.7% | 51% | 4% | -44% |
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| First Solar | FSLR | NASDAQ | Technology | Semiconductors - Photovotaic Systems | USD | 94.70 | 10 B | 71.4% | 60% | 5% | -49% |
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| FuelCell Energy | FCEL | NASDAQ | Utilities | Renewable Energy Generation | USD | 9.69 | 2.0 B | 1,329.2% | 149% | 10% | -62% |
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| JinkoSolar Holding | JKS | NYSE | Industrial Goods | Renewables/Solar | USD | 72.37 | 3.2 B | 294.4% | 97% | 9% | -36% |
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| NextEra Energy | NEE | NYSE | Utilities | Renewable Energy Generation | USD | 75.13 | 147 B | 30.9% | 41% | 3% | -35% |
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| Ormat Technologies | ORA | NYSE | Utilities | Renewable Energy Generation | USD | 78.99 | 4.0 B | 3.4% | 48% | 3% | -36% |
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| Siemens Gamesa Renewable Energy | GCTAF | OTC | Industrial Goods | Renewables/Wind | USD | 34.41 | - | 121.4% | 51% | 2% | -31% |
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| SolarEdge Technologies | SEDG | NASDAQ | Technology | Semiconductors - Photovotaic Systems | USD | 288.23 | 14 B | 253.2% | 84% | 8% | -33% |
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| Sunnova Energy International | NOVA | NYSE | Energy | Renewables Service Provider | USD | 45.00 | 3.8 B | 337.7% | 98% | 8% | -66% |
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| SunPower | SPWR | NASDAQ | Technology | Semiconductors - Photovotaic Systems | USD | 23.16 | 3.9 B | 242.6% | 92% | 9% | -59% |
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| Sunrun | RUN | NASDAQ | Energy | Renewables Service Provider | USD | 66.75 | 8.2 B | 380.9% | 84% | 8% | -35% |
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| TPI Composites | TPIC | NASDAQ | Industrial Goods | Renewables/Wind | USD | 41.67 | 1.5 B | 130.9% | 76% | 7% | -65% |
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| Vestas Wind Systems | VWDRY | OTC | Industrial Goods | Renewables/Wind | USD | 65.89 | - | 111.3% | 46% | 4% | -36% |
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| Xinjiang Goldwind Science & Technology | XJNGF | OTC | Industrial Goods | Renewables/Wind | USD | 1.63 | - | 38.9% | 53% | 1% | -29% |
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