GLOBE-Net, January 8, 2013 – The Global Cleantech 100 list reveals an increasing maturity of the cleantech sector. The best companies in this sector are demonstrating the value of focus and persistence and are emerging as stronger organizations for having thrived in a very challenging environment over recent years.
This report not only unveils the 100 companies of 2012, but also analyzes the list’s composition and dynamics, and the changes from the 2011 and previous lists. The key headlines are as follows.
Opinions on who, or what, constitutes the most attractive market opportunities and the most promising companies remain volatile.
Of the 100 companies in the 2012 Global Cleantech 100 list, 50 were in the 2011 list. In the past, Cleantech regards such high turnover as consistent with the relative infancy of the cleantech wave of innovation.
This year, Cleantech reasons that whilst the infancy point still has validity, we should also see the much changed portfolio of companies as highly symptomatic of the shakeout going on across the cleantech world right now.
13 countries are represented in the 2012 list. The US, led by California, has strengthened its dominant representation, a reflection of its leadership and history in creating and growing, venture capital-funded, innovation-based, technology companies and a reflection of a ‘flight to perceived quality’ in these challenging times. However, when looking at the concentration of companies per $trn of GDP, Israel is the stand-out country.
Energy Efficiency remains the hottest and growing sector within cleantech, with 22 companies in the list, up from 19 in 2011 and 15 in 2010. Within this category, lighting and enterprise energy management solutions, often for buildings management, are the dominant sub-sectors.
Solar’s representation in the 100 falls again, down 40% from what it was in 2009. Downstream services is the only real bright area.
Over 400 investing entities, from 28 different countries, have a shareholding in the 100 companies. Kleiner Perkins is the most prolific shareholder of 2012 Global Cleantech 100 companies. It has 19 investee companies in the list, representing 44% of its overall cleantech portfolio.
Against this same metric, Bright Capital is the Investor of the Year, with shareholdings in six 2012 Global Cleantech 100 companies, which represents 60% of their overall cleantech portfolio, built up over the last 12-18 months.
Corporations continue to be ever more active in global cleantech innovation – as investors, partners, licensees, customers, and acquirers of Global Cleantech 100 companies. GE, Siemens, Google, IBM and Waste Management are the most active partners with 2012 Global Cleantech 100 companies.
Opower heads the 2012 Global Cleantech 100 ‘Lust List’. The Lust List is made up of the companies who were most consistently admired by non-stakeholder peers, with no dissenters among the expert panel. NovaLED is the Europe & Israel Company of the Year, Miartech for the Asia Pacific region.
Click here to download: The Global Cleantech 100 Report