What is the Euronext Clean Energy & AI Index?
The Euronext Clean Energy & AI Index is a pioneering thematic index that captures the powerful synergy between clean energy infrastructure and artificial intelligence (AI). This index brings together leading companies at the forefront of the global energy transition and the AI revolution - two forces reshaping economies and markets worldwide.
Key takeaways: major developments in AI and clean energy
Trump’s $92 billion AI investment plan
President Trump has announced a $92 billion investment to position the United States as a global leader in artificial intelligence. This includes $56 billion for new energy infrastructure and $36 billion for data centre projects, accelerating the intersection of AI and clean energy.
How AI and clean energy drive each other forward
AI is transforming energy systems, driving efficiency and sustainability, while its own growth depends on powerful, energy-intensive computing infrastructure. As AI advances, access to clean, scalable energy is essential for sustainable development
The importance of AI and clean energy integration
The rapid advancement of AI is generating unprecedented energy demands, requiring innovative solutions. At the same time, the energy sector is leveraging AI to improve operational efficiency, resilience, and grid management. AI technologies are used to predict energy consumption, integrate renewable energy sources, and secure energy systems.
This symbiotic relationship is driving a transformative shift in how energy is produced, distributed, and consumed, paving the way for a sustainable and intelligent energy future.
Index structure: three core investment themes
Clean energy generation: powering AI growth
The index includes companies with significant revenues from wind, solar, hydro, geothermal, biomass, nuclear, and mixed renewable power. These producers are increasingly powering the data centres and cloud infrastructure that underpin AI operations.
Key players: Vestas Wind Systems, EDP, Verbund AG.
Energy infrastructure & intelligence: building the backbone
AI’s scalability relies on advanced batteries, smart grids, storage, transmission, and detection technologies. These sectors enable predictive maintenance, weather forecasting, grid optimisation, and cybersecurity - all critical for both energy and AI.
Key players: Siemens Energy, GE Vernova, Alstom.
AI software & semiconductors: enabling smarter systems
This segment features firms developing AI productivity software, advanced semiconductors, and data centre hardware. These technologies drive digital transformation and enable smarter energy systems.
Key players: Nvidia, ASML, Broadcom, Oracle.
How companies qualify for the index
- Only companies deriving at least 50% of their revenues from RBICS sectors aligned with clean energy or AI technologies are included.
- Companies from conventional electricity subsectors (ICB) and those with an average daily volume below €10 million are excluded.
Key features of the Euronext Clean Energy & AI Index?
- Captures two megatrends: the index reflects the convergence of electrification and AI adoption, two transformative global trends.
- Strict thematic focus: revenue-based screening ensures only true pure-plays are included.
- Full value chain coverage: the index spans the entire ecosystem, from AI semiconductors to renewable infrastructure.
- Strategic investment relevance: aligned with long-term priorities such as climate resilience, energy independence, and digital infrastructure growth.
Index performance
Index composition: geographic and sectorial breakdown
Contact the team at index-sales@euronext.com for more information