Gary Holdsworth

Wind Energy ETFs Blowing Our Way

I also believe the writer means Clipper Windpower (based in Carpineria, CA but London AIM listed) instead of Clipper Steam Turbine. Other key turbine manufacturers include Suzlon from India, Siemens (SI), and Mitsubishi.

US-only investors have few pure plays on wind. GE is largest US-based turbine manufacturer, but you don't own GE for just its wind exposure.

There are several derivative plays, including wind tower manufacturers like Ameron (AMN), Trinity (TRN), and the DMI division of Otter Tail Power (OTTR); carbon fiber composite providers for blades, like Zoltek (ZOLT) and Hexcel (HXL), and American Superconductor that makes power electronics for wind farms (AMSC).

Key domestic wind developers FPL Energy division of FPL, Edison Mission Energy division of EIX, and the Austrialia-based Babcock & Brown.

All of these are likely index candidates.