4/ Here are the top 10 constituents of the ISE Clean Edge Global Wind Energy Total Return Index (GWETR) and the MSCI World Oil & Gas Net Total Return USD Index (M1CXTXC). $VWS $SGRE $XOM $CVX $FP $BP $RDSA
5/ Visit {BI WINDG<GO>} and {BI INTOG<GO>} on @TheTerminal to read our research. Let me know what you think:
-->What will the rest of 2021 look like?
-->Will the #oil and #wind industries become more correlated as the integrateds allocate more capex toward clean energy?
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2. / Do you think companies striving to be carbon neutral will perform better over time?
Here's the performance of the basket since year-end 2017. While the BI Carbon-Neutral Theme Basket outperformed the MSCI ACWI in 1Q, it has trailed (slightly) over a longer-term basis.
3./ Will all companies eventually need a carbon target to satisfy #ESG investors?
No real surprise here -- our carbon neutral theme basket has grown over time as more and more companies pledge to become carbon neutral. We currently have 179 companies in the group.