It\u2019s less than two years ago that Siemens Energy was in crisis. Problems in the windpower sector hit the industrial group so hard that the state had to step in. In autumn 2023 Germany participated in guarantee lines totalling EURbn 15. At the start of June the company repaid a EURbn 11 facility backed by the German government, with a consortium of 23 international banks providing a new EURbn 9 guarantee over a term of five years to secure its project business. This transaction is further evidence of how quickly Siemens Energy has transformed itself from a problem child to a successful group. This is reflected by the spectacular comeback achieved by the DAX company on the stock market \u2013 its capitalisation has increased by 254% within one year. The only share to perform better on the leading German index is that of defence manufacturer Rheinmetall.<\/p>\n\n
Whether in the restructuring of the windpower division or in the gas turbine, grid technology and storage solutions business, the growing global demand for energy and the expansion of renewable sources are playing into the hands of the industrial company. In the second quarter of the 2025 business period (ending on 30.09), Siemens Energy posted record orders of EURbn 14.4 \u2013 52.3% up on the same period the previous year. Presenting the interim report, the management team around CEO Christian Bruch cites the rising electricity demand of data centres as a growth driver. A chart shows the extent to which the company is participating in this mega-trend. The bandwidth extends from the generation of energy from wind and gas through grid technology to the exploitation of waste heat and energy storage. That more and more data centres are being connected to grids around the world has much to do with the arrival of artificial intelligence. The different applications rely on being able to process vast quantities of data as quickly as possible. This computing power requires electricity \u2013 a lot of it, and in every greater amounts.<\/p>\n\n
This offers opportunities for growth, and not just for industry giants such as Siemens Energy: power station operators and electricity suppliers are also potential beneficiaries. The rising demand for energy is coming at a time when the sector is undergoing dramatic transformation. As decarbonisation continues, more and more energy is being generated from renewable sources. Higher financing costs, problems in the supply chains and a complex macroeconomic climate have rather put the brakes on this process over the last few years. This is reflected in the performance of the tracker certificate on the Migros Bank Clean Energy Index \u2013 the structured product is currently trading at well below the issue price fixed at the end of 2021. Recently, however, the tracker has been able to make up some ground. In addition to Siemens Energy, the dynamic underlying contains a further 24 stocks. Among them are specialists in wind and solar energy, as well as broad-based industrial groups and energy suppliers. Take the example of Schneider Electric: the French company has just boosted its clout in the AI data centre sector. Schneider Electric acquired a controlling majority in Motivair, a specialist in the liquid-based cooling and the heat management of high-performance computer systems.<\/p>\n\n
Enel is another contributor to the latest recovery in the Migros Clean Energy Index, with the share of the Italian utility trading at a 4-year high. More than two thirds of the electricity generated by the Italians already comes from renewable sources. It is only logical, then, that Enel is also included in the Swissquote Green Energy Index. This product, too, has performed poorly since it was launched in August 2021. The index is now looking to escape the multi-year downward trend. In addition to \u201cgreen energy pure plays\u201d, the 21 stocks in total include other utilities such as the Spanish Iberdrola and hydropower giant Verbund from Austria. For investors focusing on the long term especially, now could be a good time to think about an exposure in this exciting thematic field. The two participation products offer flexible and well-diversified positioning. Since the underlyings are managed actively, the responsible specialists can pick up on new trends and take the momentum of the international energy market into consideration. In the tracker certificate on the Swissquote Green Energy Index, not only do investors profit from Swissquote\u2019s share expertise and Leonteq structural know-how, but the guarantor, Postfinance, also ensures a particularly robust product structure.<\/p>\n\n\n
Management fee: 1.00% p.a.<\/strong><\/p>\n Index Sponsor: Migros Bank AG<\/strong><\/p>\n Issuer: Leonteq Securities AG<\/strong><\/p>\n<\/div>\n <\/template>\n <\/SavedSearch>\n <\/div>\n We look forward to answering all of your questions about our products and how they are traded. Please don't hesitate to get in touch! Phone: 058 800 11 11<\/a>, email info@leonteq.com<\/a> or contact us here<\/a>.\n<\/p>\n <\/div>","url":"energy-companies","investmentThemeVerticalImageUrl":"https://structuredproducts-ch-pub-uat.leonteq.com/product-news/sidenav-banner/powerofai_leonteq-structured-products_sidenav+banner.jpg","thumbnailUrl":"https://structuredproducts-ch-pub-uat.leonteq.com/product-news/thumbnail/powerofai_leonteq-structured-products_thumbnail.jpg"}
Migros Bank Clean Energy Index: Current Composition<\/h3>\n