Global Climate Solution Stocks

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

8x8 generates a majority of its revenue from telepresence.

AAON provides heat pumps and building automation, but these make up less than 50% of its revenue, so it fails our revenue filter.

Acuity Brands is a pure play in led and building automation.

ADS-TEC Energy is a pure play in EV charging infrastructure and energy storage.

Advent Technologies was acquired or merged and is no longer publicly traded as an independent company.

Aecom provides mass transit and water distribution, but these make up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Albemarle mines critical minerals, but credible human rights or environmental concerns at its operations cause it to fail our mining filter.

Algoma Steel commissioned its first electric arc furnace in 2024 and brought a second EAF online in 2025, fully replacing its blast furnace operations. EAF technology uses recycled scrap and produces a fraction of the CO2 emissions of traditional blast furnace steelmaking.

Algonquin Power & Utilities is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

Allegro MicroSystems provides EV supply chain and EV charging infrastructure, but these make up less than 50% of its revenue, so it fails our revenue filter.

Alliant Energy is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

Allison Transmission offers EV supply chain, but this makes up less than 50% of revenue and the company also sells to the defense industry, so it fails our revenue and defense filters.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Altus Power was acquired or merged and is no longer publicly traded as an independent company.

Ameren is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

Ameresco is a pure play in solar PV and building automation.

American Battery Technology operates a commercial lithium-ion battery recycling facility in Nevada and is developing the Tonopah Flats lithium project plus a battery-grade lithium hydroxide refinery, integrating critical minerals supply with end-of-life battery recycling.

American Electric Power Company is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Amprius is a pure play manufacturer of high-energy-density silicon-anode lithium-ion batteries for aerospace, EVs, and energy storage applications.

Amtech Systems provides led, but this makes up less than 50% of its revenue, so it fails our revenue filter.

A. O. Smith provides heat pumps, but this makes up less than 50% of its revenue, so it fails our revenue filter.

Apogee Enterprises generates a majority of its revenue from insulation and dynamic glass.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Archer Aviation is a pure play in electric aviation.

Arcosa provides wind power and grid expansion and flexibility, but these make up less than 50% of its revenue, so it fails our revenue filter.

Argan provides solar PV and biofuels, but these make up less than 50% of its revenue, so it fails our revenue filter.

Array Technologies is a pure play in solar PV.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Aspen Aerogels generates a majority of its revenue from insulation, energy storage, and electric vehicles. 68% of its revenue comes from these solutions.

ASP Isotopes provides nuclear power, but this makes up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

ATRenew is a pure play in industrial recycling.

AudioCodes generates a majority of its revenue from telepresence.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Avista generates most of its electricity from clean sources, but still relies on coal or other fossil fuel generation, so it fails our coal filter.

AXT provides led and solar PV, but these make up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Babcock & Wilcox Enterprises provides waste-to-energy and solar PV, but these make up less than 50% of its revenue, so it fails our revenue filter.

Badger Meter generates a majority of its revenue from water distribution. 95% of its revenue comes from these solutions.

Ballard Power Systems is a pure play in hydrogen fuel cells.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Beyond Meat is a pure play in plant-based diet.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Bloom Energy offers hydrogen fuel cells, but does not disclose a clear revenue breakdown, so we exclude them for lack of sufficient information.

Blue Bird offers mass transit and electric vehicles, but is excluded under another filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

BorgWarner provides EV supply chain and EV charging infrastructure, but these make up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Brookfield Infrastructure Partners L.P. provides grid expansion and flexibility and electric utility operations, but these make up less than 50% of its revenue, so it fails our revenue filter.

Brookfield Renewable is a pure play in renewable energy development and wind power.

BWX Technologies provides nuclear power, but also sells products to the defense industry, so it fails our defense filter.

100% of Cameco's revenue comes from uranium for nuclear power, a critical input for the energy transition.

Canadian Solar is a pure play in solar PV and renewable energy development.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Carlisle Companies Incorporated generates a majority of its revenue from insulation. 95% of its revenue comes from these solutions.

Carrier Global generates a majority of its revenue from heat pumps and building automation. 95% of its revenue comes from these solutions.

Casella Waste Systems is a waste management company, but captures methane on less than 50% of its landfills, so it fails our landfill filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

CenterPoint Energy generates most of its electricity from clean sources, but still relies on coal or other fossil fuel generation, so it fails our coal filter.

Consolidated Edison generates most of its electricity from clean sources, but still relies on coal or other fossil fuel generation, so it fails our coal filter.

Central Puerto is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

Centrus Energy is a pure play in nuclear power.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Cisco Systems offers some telepresence or related communications products, but they do not make up a majority of revenue, so it fails our telepresence filter.

Clean Energy Fuels generates a majority of its revenue from landfill methane capture, EV charging infrastructure, and biofuels. 70% of its revenue comes from these solutions.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Clean Harbors provides industrial recycling, but this makes up less than 50% of its revenue, so it fails our revenue filter.

CleanSpark provides energy storage and solar PV, but these make up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Clearway Energy generates a majority of its electricity from renewable energy development, wind power, and solar PV, passing our utility filter.

CMS Energy is a utility that generates a majority of its power from fossil fuels, so it fails our utility filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Comfort Systems USA offers building automation and heat pumps, but does not disclose a clear revenue breakdown, so we exclude them for lack of sufficient information.

Commercial Metals Company generates a majority of its revenue from recycled metals and industrial recycling. 85% of its revenue comes from these solutions.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Constellation Energy generates most of its electricity from clean sources, but still relies on coal or other fossil fuel generation, so it fails our coal filter.

CRH provides alternative cement and dynamic glass, but these make up less than 50% of its revenue, so it fails our revenue filter.

Critical Metals mines and processes critical minerals, which are critical for the energy transition.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

CSW Industrials provides heat pumps, but this makes up less than 50% of its revenue, so it fails our revenue filter.

Cummins provides hydrogen fuel cells and electric vehicles, but these make up less than 50% of its revenue, so it fails our revenue filter.

We're keeping an eye on them, but as of last annual rebalance, they fell below our $250m market cap exclusion.

Dana Incorporated provides EV supply chain, but this makes up less than 50% of its revenue, so it fails our revenue filter.

Daqo New Energy is a pure play in solar PV.

Denison Mines mines and processes uranium for nuclear power, a critical input for the energy transition.