Environmentally conscience companies could see significant Alpha if they invest in Green Tech and pro-environment actions. The devil is in the details but leaning forward in this area could produce huge rewards.

Just Solar Power/battery storage alone, done right could disrupt the whole grid. The incumbents would take huge losses if the capital investment is turned into a dry hole.

I think sadly that many are waiting for the almost certain government subsides and incentives instead of jumping in today.

TEK