The Green Tech Portfolio is one of the core components of our sustainable investment strategies. It focuses on companies that, through scalable technologies, make a measurable contribution to solving global environmental and energy challenges — profitably, with strong growth, and long-term resilience.
With a 100% investment rate and the recent semi-annual rebalancing on November 3, 2025, the portfolio is optimally positioned to participate in the momentum of the global green transformation.
Broad Diversification Across Key Areas of the Energy Transition
The Green Tech Portfolio currently includes 25 selected companies, identified through our proven multi-factor model (quality, growth, valuation). This selection ensures that only firms with profitable, scalable, and environmentally meaningful business models are included.
The allocation covers the central growth areas of the green transformation:
Energy & Utilities
Exelon, Iberdrola, Solaria, Engie, Pennon
Leading companies in renewable energy supply and grid infrastructure.
Solar & Recycling
First Solar, Nextracker, Waste Management
Technologies for solar production, intelligent solar tracking, and circular economy systems.
Semiconductors & Software
AMD, Lam Research, Qualcomm, Autodesk, Microsoft
Technology companies that enable energy efficiency, digitalization, and electrification.
Industry & Infrastructure
Siemens, ABB, Schneider Electric, Alfa Laval, Prysmian
Global leaders driving electrification, energy efficiency, and sustainable industrial processes.
This structure enables a forward-looking, broadly thematic, and risk-optimized positioning across the entire value chain of the energy transition.
Focus on Quality and Scalability
All companies in the portfolio meet strict qualitative minimum standards. The current composition shows the following key metrics:
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Average market capitalization: > USD 200 billion
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Operating margin: 21%
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Return on equity: 23%
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Revenue growth: 13%
This ensures the portfolio is not built on speculative visions but on robust, globally leading companies with strong financials and high scalability.
Market Environment and Outlook
Following strong performance earlier in the year, the recent consolidation in the technology sector has also slightly affected the Green Tech Portfolio. The rebalancing took place in an environment of sector rotation — a normal adjustment process after extended upward phases.
What truly matters is this:
The structural drivers remain exceptionally strong:
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Decarbonization of global economies
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Electrification of energy, mobility, and industry
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Digitalization of infrastructure and energy systems
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Efficiency gains through intelligent technologies
Companies providing profitable solutions to these developments will continue to benefit disproportionately over the long term.
The Green Tech Portfolio is clearly positioned for this — broadly diversified, high quality, and thematically aligned with these global growth pathways.
Conclusion — Sustainable Returns Through a Holistic Green Tech Approach
The Green Tech Portfolio combines stability and innovation power. With broad allocation along the energy transition, strict quality selection, and focus on scalable business models, it is optimally positioned to fully capture the opportunities of the global green transformation.
Its current composition strengthens the portfolio in a market driven by long-term structural trends — electrification, digitalization, and resource efficiency. This combination supports sustainable growth potential and creates measurable ESG impact.
Further Analysis & Reading Recommendations
IRENA – Global Renewables Outlook
Impact of renewable energy on economic growth and climate neutrality.
https://www.irena.org/publications
BloombergNEF – Energy Transition Outlook
Current data and trends on solar, wind, grid infrastructure, and battery technologies.
https://about.bnef.com
World Economic Forum – Net-Zero Technology Insights
Insights into technological solutions for climate neutrality and green transformation.
https://www.weforum.org/agenda/tag/energy