Global Climate Solution Stocks

GATO operates numerous underground mines in Mexico generating a majority of its revenue from: silver, lead, and zinc, all critical minerals for the energy transition.

Tronox produces titanium dioxide, a pigment for making products white, not a critical mineral.

Anderson refines corn into ethanol, which is a Climate solution, but it’s a very small part of its revenue. It fails the revenue filter.

Despite making a good portion of its revenue from copper and zinc (both critical minerals), Teck owns multiple fossil fuel extraction sites including a tar sands site in Canada. Therefore we exclude it.

Graham is an industrial machinery company. 52% of its revenue came from the defense industry, and 44% from the refining, chemical and petrochemical markets. It therefore fails our defense and revenue filters.

While FCX generated over >87% of its revenue from the sale of copper and molybdenum (both needed for the energy transition), it has had credible human rights allegations brought against it for violently suppressing indigenous communities and causing significant environmental pollution (The "Toxic 100 Air Polluters Index" compiled by the Political Economy Research Institute at UMass Amherst ranks FCX as #20). Therefore we exclude it.

Newmont Corporation engages in the production and exploration of gold. It also explores for copper, silver, zinc, and lead. 86% of its 2021 revenue came from gold sales, it therefore fail the 50% revenue filter.

Blue Bird manufactures school buses. Although they are a leader in electric school buses, it still falls below 50% of their revenue.

Albemarle makes lithium compounds that promote energy storage. But 55% of its revenue comes from chemical products for the oil and gas industry, so it fails our revenue filter.

Contango Ore, Inc., a gold exploration company, focuses on the exploration of mineral property interests in Alaska. It is pre-revenue but since it focus is gold, a non-critical mineral, it is excluded

Tutor Perini is a construction company. It builds military defense facilities so it fails our defense filter.

Honeywell is a technology company with an aerospace segment, which we categorize as fossil fuel revenue. It also sells products to the defense industry. It fails our revenue and defense filters.

General Electric derives a small portion of revenue from wind energy. But a larger portion of revenue comes from oil and gas industries, and they also make jet engines for military aircrafts. It fails both the defense and revenue filters.

BWX performs fabrication activities for missile launch tubes for US submarines, which fail our defense filter.

Vicor sells defense electronics used in airborne, seaborne, or field communications and radar, which fails our defense filter.

EnerSys is an electrical equipment company. It sells specialty batteries with aerospace ad defense applications, missiles and smart weapons, so it fails our defense filter.

Green Plains is one of the largest manufacturers of ethanol from corn. It fails our biofuel filter, which requires that advanced biofuels make up more than 50% of a company's biofuel production.

Evoqua offer technologies mostly focused on removing impurities from water. It doesn't make any leak detection technologies, so it fails our water distribution efficiency filter.

Nvidia sells graphics processing units, application programming interface for data science and high-performance computing. Since they are not a telepresence pureplay, they are excluded.

Euro Tech makes water treatment equipment and other products. But they don ït offer any climate solutions.