Global Climate Solution Stocks

IperionX generates a majority of its revenue from critical minerals.

IsoEnergy is a uranium prospecting company

Itron generates a majority of its revenue from grid expansion and flexibility, water distribution, and building automation. 70% of its revenue comes from these solutions.

JinkoSolar Holding 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.

Joby Aviation is a pure play in electric aviation.

Johnson Controls International generates a majority of its revenue from heat pumps, building automation, and insulation. 60% 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.

Karat Packaging provides bioplastics, but this makes up less than 50% of its revenue, so it fails our revenue filter.

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

Korea Electric Power 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.

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

LanzaTech Global offers carbon management and air plastics, but does not disclose a clear revenue breakdown, so we exclude them for lack of sufficient information.

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

L.B. Foster Company provides mass transit, but this makes up less than 50% of its revenue, so it fails our revenue filter.

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

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

Li Auto is a pure play in electric vehicles.

Lifezone Metals offers critical minerals and industrial recycling, but does not disclose a clear revenue breakdown, so we exclude them for lack of sufficient information.

Lightbridge is a pure play developing metallic nuclear fuel technology designed to enhance fuel performance in existing and advanced reactors, with the goal of supporting safer, more economical nuclear power. Pre-revenue.

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

Lindsay generates a majority of revenue from water distribution, but is excluded under another filter (defense, ethical, or other).

Liquidity Services generates a majority of its revenue from industrial recycling. 85% of its revenue comes from these solutions.

Lithium Americas mines and processes critical minerals, which are critical for the energy transition.

Littelfuse provides energy storage and EV charging infrastructure, but these make up less than 50% of its revenue, so it fails our revenue filter.

LiveWire is a pure play manufacturer of electric motorcycle

LKQ generates a majority of its revenue from industrial recycling. 55% 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.

Lotus Technology Inc. American Depositary Shares generates a majority of its revenue from electric vehicles. 80% of its revenue comes from these solutions.

LSI Industries provides led and building automation, but these make up less than 50% of its revenue, so it fails our revenue filter.

Lucid Group is a pure play in electric vehicles.

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

MasTec generates a majority of its revenue from grid expansion and flexibility, renewable energy development, and solar PV. 50% 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.

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

Metallus is a pure play in electric arc furnace steelmaking and recycled metals.

100% of MAC Copper's revenue comes from critical minerals, which are critical for the energy transition.

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

Microvast designs, develops, and manufactures lithium-ion battery systems for commercial EVs and grid-scale energy storage, with cells engineered for ultra-fast charging, long cycle life, and improved safety.

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

Montrose Environmental Group provides water distribution, but this makes up less than 50% of its revenue, so it fails our revenue filter.

90% of MP Materials' revenue comes from critical minerals, which are critical for the energy transition.

Mueller Industries provides water distribution and heat pumps, but these make up less than 50% of its revenue, so it fails our revenue filter.

MYR Group generates a majority of its revenue from grid expansion and flexibility, solar PV, and EV charging infrastructure. 55% 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.

NACCO Industries provides critical minerals, but this makes up less than 50% of its revenue, so it fails our revenue filter.

Nano Nuclear Energy is a pure play in nuclear power.

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

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

NexGen Energy mines and processes uranium for nuclear power, a critical input for the energy transition.

XPLR Infrastructure, LP is a pure play in renewable energy development and wind power.

Nextpower is a pure play in solar PV.

NIO is a pure play in electric vehicles and EV charging infrastructure.

NiSource 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.

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

Nouveau Monde Graphite is a mining company, but does not generate a majority of revenue from critical minerals for the energy transition, so it fails our mining 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.

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

Nucor generates a majority of its revenue from recycled metals, industrial recycling, and electric arc furnace steelmaking. 95% of its revenue comes from these solutions.

NuScale Power 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.

NV5 Global provides water distribution, but this makes up less than 50% of its revenue, so it fails our revenue filter.

nVent Electric generates a majority of revenue from grid expansion and flexibility and electric utility operations, but is excluded under another filter (defense, ethical, or other).

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

Oatly Group 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.

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

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

Oklo is a pure play in nuclear power and industrial recycling.

ON Semiconductor provides electric vehicles and solar PV, but these make up less than 50% of its revenue, so it fails our revenue filter.

OPAL Fuels is a pure play in landfill methane capture and EV charging infrastructure.

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

Ormat Technologies is a pure play in geothermal and energy storage.

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

Owens Corning provides insulation. Borderline revenue mix; included as a watchlist candidate.

Pampa Energía 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.

Pentair provides water distribution, 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.

Perma-Pipe International provides building automation and water distribution, but these make up less than 50% of its revenue, so it fails our revenue filter.

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

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

Pinnacle West Capital 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.

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

Platinum Group Metals offers critical minerals, but does not disclose a clear revenue breakdown, so we exclude them for lack of sufficient information.

Plug Power is a pure play in hydrogen fuel cells and energy storage.

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.

Polestar Automotive Holding UK is a pure play in electric vehicles.

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

POSCO provides critical minerals and recycled metals, but these make up less than 50% of its revenue, so it fails our revenue filter.