The AtonRâ Power Revolution is a long-only, actively managed certificate focused on the infrastructure and technologies required to support global electrification.
The investment universe covers power generation, transmission and distribution networks, energy storage systems, grid equipment, electrified transport, and selected efficiency and resource management technologies. Portfolio construction prioritizes companies with durable industrial franchises, strong execution capabilities, and direct exposure to long-term capital expenditure programs.
The strategy is primarily positioned around electrification themes, with a focus on generation, power grids and energy storage as the main drivers of value creation. The portfolio favors quality growth companies operating at critical points of the energy system, reflecting a pragmatic view of the energy transition as a multi-decade infrastructure and engineering transformation.