Global Climate Solution Stocks

Badger makes >50% of its revenue from selling water meters that can help water utilities detect leaks, an important climate solution.

Dana sells both EV and internal combustion engine vehicle parts, but we exclude them because a revenue breakdown between those two segments is not provided.

Pentair sells products designed to help customers conserve water, which is a climate solution, but also sells products built specifically for the fossil fuel industry. It's unclear which it makes more revenue from, so we exclude them for lacking sufficient information.

AO Smith sells water heaters, boilers, and water treatment products, but not water leak detection solutions, so they don ït contribute to any climate solutions.

DuPont is a chemicals company. It sells products with solar energy and LEDs applications, but also to the defense and oil and gas industries. It doesn ït provide a revenue breakdown between these end-markets, so we exclude it for lacking sufficient information.

Steel partners makes specialty LED lighting, which is a climate solution, but it also makes steel tubing services to oil and gas companies. It doesn ït provide sufficient information about the revenue breakdown between these end-markets.

Littelfuse is an industrial technology company offering several climate solutions. But it also serves several fossil fuel industries. It ïs not clear which makes up a bigger portion of its revenue.

EDN is an electric utility but it doesn ït provide complete enough information about its power generation sources.

ON makes semiconductors for many industries, including EV charging infrastructure. But we exclude them because they don ït provide a revenue breakdown for each of its end-markets.

Lindsay sells irrigation systems, remote monitoring and automation technology that reduce water and energy consumption. But because a clear revenue breakdown between these solutions isn ït given, we exclude it for lacking sufficient information.

Dow makes both traditional and bioplastics. We exclude it for lacking sufficient information that would help us determine which is a larger source of revenue.

Aspen Aerogels make aerogel materials used in the energy infrastructure, building materials and EV markets. But its main end-markets are fossil fuel plants, thus failing the revenue filter.

Ecolab offers products to help businesses conserve water, but it also provides products and programs designed for oil companies. Since it doesn ït give a revenue breakdown between these end-markets, we exclude it for lacking sufficient information.

According to their 20f, Lifezone "do not expect to generate any revenue from our mining projects in the foreseeable future." so we exclude them

ASP Isotopes refined uranium, but for a variety of uses including medical. Given their lack of breakdown, we not include them.

Generac makes power generation equipment and energy storage systems. It seems that most of its generators are fueled by fossil fuels. Since they don't give a breakdown of fossil fuel vs. clean products, we exclude them for lack of sufficient information.

Universal Stainless is a steel maker that recycles scrap metal from its own production. But they don't disclose how much of its raw material is scrap metal, so they’re excluded for lack of sufficient information.

EHang provide electric short range flights. However they also provide aerial surveillance and advertising/entertainment. It is not clear how much revenue comes from each branch

While SQM does mine for some critical minerals, they do not disclose the breakdown between those and others (like gold and silver) so we exclude them for lack of information.

Enovix is a battery maker but they make batteries for many applications including non-climate solutions like smart phones and laptops. They do not disclose the revenue breakdown from each, so we exclude them.