Global Climate Solution Stocks

MYRG offers a wide range of products to the electric utility industry, but it doesn ït give a precise breakdown between these products. We exclude it for lacking sufficient information.

IPX operates an open-pit mine in Tennessee. 100% of its revenue comes from the sale of titanium, a critical mineral for the energy transition according to the IEA.

Clean Energy Group generates almost all of its revenue from the collection, refinement, and sale of renewable natural gas into a drop-in replacement for diesel fuels. This is one of the only transition fuels available to reduce emissions in heavy trucking and is a critical transitional technology.

96% of SCCO's revenue comes from the extraction and sale of the critical minerals: copper, molybdenum, and zinc.

Future Fuels makes 79% of revenue from biofuels made mostly from cooking oils, other plant oils and animal fats. FF predominantly offers "Advnaced Biofuels" and thus pass our biofuel filters.

Enviri Corporation (formerly Harsco) generates a majority of its revenue from industrial and metal recycling, both important climate solutions that reduce demand for virgin materials to be extracted from the earth

Hubbel sells solutions that enhance grid expansion/flexibility and EV charging, which are climate solutions, but it also has customers in the gas industry. We exclude it for lacking sufficient information.

MP is mining company focused on rare earth extraction and processing in the Western Hemisphere. Rare earth elements are critical minerals for the energy transition.

MTAL is a mining company that generates over 96% of its revenue from copper, a key mineral in the energy transition that is also infinitely recyclable.

Energy Fuels generates a majority of its revenue from the mining and processing of uranium, vanadium, and rare earth metals, all of which are needed to decarbonize our economy.

Sigma Lithium explores and develops lithium mining sites in Brazil. Lithium is a critical mineral for the energy transition, particularly for batteries.

Stardust Power Inc. is a vertically-integrated lithium refinery that engages in producing battery-grade lithium. The company was founded in 2022 and is based in Greenwich, Connecticut.

Critical Metals Corp is a pureplay lithium mining company. Lithium is a key component for lithium ion batteries.

Deep Sea Ocean mining is still in its research phase. It has the promise of being significantly less environmentally impactful than land-based mining for critical minerals as it's largely picking up large, metal-rich rocks from the bottom surface of the ocean. Credible concerns have been raised about TMC and other deep sea mining efforts from groups like Greenpeace. Without a for-profit motive, we do not believe there will be adequate funding to properly vet the full environmental impact of deep sea ocean mining. Given its potential to be significantly less impactful than land-based operations, we decided to include TMC and other Deep Sea Mining companies until the full environmental reviews have been completed.

IONR is a pure-play lithium mining company based in Nevada that has offtakes contracts in place with several major electric vehicle and battery manufacturers.

LAC is a pure-play lithium mining company focused on extracting and refining battery-grade lithium.

Clearway Energy is an yieldco that's purely focused on generating clean electricity. 99.5% of the electricity it generates comes from renewables.

Republic Services now captures methane at more than 50% of their landfills.

Johnson Controls makes HVAC solutions including high-efficiency heat pumps, and build net-zero building systems. These products and services account for 72% of its revenue.

Quanta Services gets 69% of its revenue from improving grid flexibility by maintaining electric power transmission, distribution infrastructure, and substation facilities.