Company Profiles
Portfolio 21 Holdings
- Abengoa
- Acciona
- Accor
- Adobe
- Agilent
- Air Liquide
- Air Products and Chemicals
- Apogee
- Applied Materials
- Atlas Copco
- Autodesk
- Aviva
- Baxter International
- Bristol-Myers Squibb
- British Land Company
- British Sky Broadcasting
- BT Group
- Canadian Pacific Railway
- Canon
- Carrefour
- Dell
- Denso
- Deutsche Post
- Dexia
- East Japan Railway
- Eaton
- Echelon
- EDF Energies Nouvelles
- Electrolux
- Ericsson
- Fuel Tech
- Gushan Environmental
- H. Lundbeck
- Henkel
- Hennes & Mauritz (H&M)
- Herman Miller
- Hewlett-Packard
- HSBC
- Husqvarna
- Hyflux
- Iberdrola Renovables
- IBM
- Intel
- Interface
- JM
- Johnson Controls
- Kao
- Kingfisher
- Kurita
- Linde
- Marks & Spencer
- Mitsubishi Electric
- Mitsui O.S.K. Lines
- MTR
- Munich Re
- Nine Dragons
- National Express
- National Grid
- Natura Cosmeticos
- Netapp
- Nike
- Nokia
- Novartis
- Novo Nordisk
- Novozymes
- Nucor
- Olympus
- Ormat
- Philips Electronics
- Potlatch
- Praxair
- Prologis
- Red Electrica
- Reed Elsevier
- Royal Bank of Canada
- Schneider Electric
- Schnitzer Steel
- Severn Trent
- Sharp
- Shimano
- Siemens
- Skanska
- SKF
- Sonoco
- Sony
- Staples
- STMicroelectronics
- Storebrand
- SunPower
- Suntech Power
- Svenska Cellulosa (SCA)
- Swedbank
- Swiss Re
- Swisscom
- Tandberg
- Teijin
- Telefonica
- Tennant Company
- TNT
- Tomra Systems
- Trex Company
- Trustpower
- Umicore
- Unicredito Italiano
- United Natural Foods
- Verbund
- Vestas Wind Systems
- VMware
- Volvo Group
- Westpac Banking Corporation
- Whole Foods Market
- Xerox
EDF Energies Nouvelles
France
EDF Energies Nouvelles is an energy company focused almost exclusively on renewable energy from wind, solar, hydro, and biomass. At the end of 2007, wind facilities represented 84% of the company's total installed capacity, with the majority being wind farms located in the U.S. The company's strength is its focus on renewable energy, which positions it well to address ecological constraints, particularly as the risks associated with fossil fuels continue to increase. However, the company does have some exposure in fossil fuels through thermal and cogeneration power plants, although these plants, particularly the cogeneration facilities, are very efficient compared with typical power generation plants. EDF EN also has exposure in hydropower and biomass energy. The company has reduced its risk in those areas by operating mostly small-scale hydropower plants and utilizing agricultural waste from olive farms and wineries for its biomass energy business. Areas for improvement include comprehensive environmental reporting on its climate change liability, development of supplier guidelines, and implementation of a company-wide environmental management system.
To the best of our knowledge the above information is accurate and was obtained from sources we believe to be reliable. Neither the information presented above nor any opinion expressed shall be construed as an offer to sell or a solicitation to buy the security. The views expressed are those of portfolio management as of 6/30/08 and may not reflect current opinions or subsequent events.
