Mr. O'Neill: It does encompass a lot of things. I draw a great big crayon around it and it covers energy storage, management and a lot of different ways to generate energy. We call it green tech.
TWST: What do you incorporate in that?
Mr. O'Neill: It's a holistic approach to looking at this space. I look at solar
— everything from the companies that make raw materials for that industry to the
companies that make finished product panels, and the companies that sell the
equipment those companies need to make raw materials and the solar panels
themselves. I also cover wind and the wind infrastructure needed to support the
rollout of wind. In addition to that, I cover alternative energy storage, which
includes batteries, compressed air and flywheels. And then there is one big
bucket that we call energy-efficiency services and products, which would be
anything that sort of shepherds those green electrons efficiently to where they
are needed and used most sparingly.
Tickers included in this excerpt: FSLR, SPWRA
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