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FEATURED THEME

Clean Energy
We have been tracking developments in renewable-energy technologies since June 2003 and have published over 250 articles on the theme during the last 18 years.

Each of the technologies—whether it is wind power, solar photovoltaic, hydrogen, geothermal, ocean or tidal power—have important roles to play in the global-energy transition.  The COVID-19 pandemic also accelerated the energy transition with more nations prioritizing a greener economic recovery.

We believe that broad adoption of clean energy remains in the early innings.  Clean energy and its storage are transformative technologies that bring productivity gains and cost savings, which translate into massive investment opportunities.  To leverage our conviction in the sector, we created the 13D Clean Energy Portfolio Index.  Since its inception in October 2018, the index has generated a total return of 473.6%, versus 71.5% for the S&P 500 Index and 63.0% for the MSCI World Index.*

*Performance through the end of trading on July 23, 2021.

WILTW - December 18, 2025
Grid Infrastructure 
The 13D Grid Infrastructure Index has generated a total return of 184.7% compared to 68.3% for the S&P 500 Index since inception in WILTW June 24, 2021. Since its official launch in WILTW September 24, 2025, the index has outperformed the S&P 500 Ind... more
WILTW - October 2, 2025
Clean Energy
Since its inception in 2017, the 13D Clean Energy Index has generated a total return of 620.1%, compared to 216.5% for the S&P 500 Index. During 3Q, the 13D Clean Energy Index returned 32.8%, compared to 8.1% for the S&P 500 Index. Year-to-date, the ... more
WILTW - September 25, 2025
Electric-grid infrastructure is arguably the most important, yet underrated and underinvested, component of global economic growth and technological progress. A new supercycle of investment is unfolding as governments worldwide recognize the importance of grid infrastructure in staying competitive. This week, we are launching the 13D Grid Infrastructure Index to capitalize on the opportunity.
Electricity has been the foundation of every major technological advancement, driving social and economic growth over the past century. It powered the Second-Industrial Age, enabled the Digital Revolution, and is now at the center of the AI Era.  We... more
WILTW - May 22, 2025
A global investment boom to upgrade and strengthen electric grids is beginning to take hold as power outages are becoming more frequent and severe worldwide. What are the implications? How to invest.
Since 2004, we have made the case that much of the world’s electric grids are antiquated and need major upgrades (see reports). On April 28th, Spain, Portugal, and parts of southern France experienced a collapse of their electric grids, leaving milli... more
WILTW - February 6, 2025
Energy efficiency, an underrated force to manage climate change, is gaining traction. AI is beginning to play a significant role in optimizing energy usage. What are the implications? How to invest.
As we have discussed numerous times, energy security and decarbonization are pressing agendas for the world (see WILTW reports). Global energy demand is expected to continue rising in most parts of the world. McKinsey estimates an 11%-18% annual grow... more
WILTW - January 23, 2025
A new global electricity supercycle has begun. The world is at the front end of a multi-decade boom in electric-grid-infrastructure investment. The emerging megatrend has significant implications for the growing demand for strategic metals like copper, critical minerals, grid-infrastructure companies, and the tech-arms race. How to invest.
Since 2004, we have made the case that much of the world’s electric grids are antiquated and need major upgrades (see reports). In WILTWs September 14, 2023, and November 30, 2023, we argued that a “perfect storm” was brewing for high-capacity transm... more
WILTW - November 21, 2024
Energy-hungry generative AI is boosting prospects for geothermal energy. Innovation in drilling technology is overcoming past challenges to reduce costs. What are the implications? How to invest. 
For over a decade, we have argued that artificial intelligence will become mainstream in every business, enhancing human capabilities, spurring innovation, and increasing productivity. The democratization of generative AI (GAI) is a step change in th... more
WILTW - October 10, 2024
Electrification of industrial heat processes is becoming technically feasible at a competitive cost. Industrial decarbonization may drive a turnaround of the clean energy sector. We recommend long-term investors accumulate positions in the 13D Clean-Energy Index components.
We have tracked developments in alternative-energy innovation and deployment for two decades. As we have discussed numerous times, energy security and decarbonization are pressing agendas for the world (see WILTW reports). A record global investment ... more
WILTW - November 30, 2023
The U.S. electric grid faces an unparalleled risk of collapse because of extreme weather events, rising demand, and antiquated infrastructure. What are the implications? How to invest.
For two decades, we have argued that electric grids in much of the world are antiquated and need major upgrades to increase their resilience against intensifying extreme weather and climate change (see reports). The nine profiled stocks in our report... more
WILTW - September 14, 2023
A “perfect storm” is brewing for high-capacity transmission-line stocks as the world’s expanding power demand and clean-energy transition create shortages. What are the implications? How to invest.
For two decades, we have made the case that the world’s antiquated electric grids need major upgrades (see reports). In WILTW July 20, 2023, we argued that a global investment boom is imminent to overhaul the world’s grid-transmission infrastructure.... more
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