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Forget Big Oil: Fund manager names 4 stocks to trade the energy transition

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New for subscribers: Forget Big Oil: Fund manager names 4 stocks to trade the energy transition. Check out CNBCPro today.

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Lansdowne Partners fund manager Per Lekander has named a number of stocks to buy to trade the world's energy transition in the coming years – and they're not Big Oil. Although Lekander said oil and gas companies were currently experiencing an "unbelievable" market environment — supported by robust commodity prices and improving margins — he warned that this would likely be temporary, and said they had a "terrible future."

Instead, Lekander, whose Lansdowne Energy Dynamics Fund won "best sector specialist" at this year's Investors Choice Award, argued that investors should be looking elsewhere for longer-term trades.

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Pro I see they spelled gamestop incorrectly. gme

Pro $OEG

Pro TPI composites, Canadian Solar, Plug Power, Siemens Gamesa, Vesta Wind, First Solar, Ballard and Enphase. Probably four of those.

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