Invest in the companies solving climate change

We have the technology we need to stabilize our climate. We already can:

Produce 100% clean energy
Produce 100% clean energy
Re-forest degraded land
Re-forest degraded land
Compost all food waste
Compost all food waste
Electrify all parts of our daily lives
Electrify all parts of our daily lives
Make 100% recycleable products
Make 100% recycleable products
Build net zero-carbon buildings
Build net zero-carbon buildings

What’s missing is investment

To be on the path to remain under 2ºC of warming by 2030, we need to be investing far more per year in decarbonizing.

TYPE

2021

2030

$1.2 trillion

$4.4 trillion

$260 billion

$800 billion

A decarbonized world is a cleaner, healthier, and safer world. And more companies are stepping up to build it

Renewables

Biofuels
Gevo REG
Geothermal
Geothermal
Ocean Power
Ocean Power
Wind
B tpi
Green Utilities
Energy AVANGRID Clearway
Solar
Solar Atlantica Power
solar1 Atlantica AP Renewables Renewables1 Renewables3 Envision SUNPOWER Solar JINKO Sunrun Solar Sky Renesola Sunworks

+ 12 more companiesShow less

Nuclear

Most models project we can’t reach a 100% clean electricity grid without nuclear. Luckily, improvements in technology are making nuclear safer, cheaper, and more efficient.

cam Light

 

Landfill Methane Capture

Landfills produce methane, a gas that is 25x more potent than CO2 for climate change. These companies capture methane and use it for power.

covanta casella W WM capa

 

Upgrading the Grid

To reach 100% clean electricity, the electrical grid needs to be able to move far more electricity, to far more places, and get much better at storing it for later.

abb myr Upgrading the Grid amsc digi cleanspark

+ 1 more companiesShow less

Industrial recycling

From refrigerants to plastics, recycling reduces emissions from manufacturing and gets the world closer to a circular economy.

loop global lkq aqua hudson

 

Fuel Cells

Fuel cells use hydrogen to generate emissions-free energy for power production or transportation.

BALARD N Fuel Cells P

 

Electric Vehicles

When paired with zero-carbon energy, electric vehicles allow us to greatly reduce emissions from transportation.

red we Ae blink flux aptiv X ultra Aw Albemarle livent k enersys

+ 8 more companiesShow less

Telepresence

The best way to reduce the emissions from traveling is... to travel less. Better telepresence and work-from-home tools help make this a reality.

fiver slck zoom citrix blue up box docusign

+ 3 more companiesShow less

Building Efficiency

More efficient: lighting, heating/cooling, and insulation are critical in reducing emissions from buildings

owens ibp top build research Technology apogee PGT GRH R semileds e philips UDC Veeco orion Cree LSi PT

+ 13 more companiesShow less

Building Automation

Building automation systems reduce energy and water consumption by reacting to the external environment and the presence of people.

brands S OO

 

Building Retrofits

Retrofitting buildings with better insulations, heat pumps, and LEDs can greatly reduce their carbon emissions (and save the building owner a lot of money

O Limbach Willdan

 

High Performing/Dynamic Glass

High performance glass reduces heat or cold loss, while dynamic glass reduces the amount of heating and cooling a building needs.

research Technology apogee PGT GRH

 

Water Efficiency

A lot of energy goes into purifying, moving, and treating water. Better systems that detect leaks and recycle water save money and reduce emissions

LB Ecolab Flexible Global Iteon pentair mueller Xylem

+ 3 more companiesShow less

prev
next
prev

1 / 13

next

Renewables

Biofuels
Gevo REG
Geothermal
Geothermal
Ocean Power
Ocean Power
Wind
B tpi
Green Utilities
Energy AVANGRID Clearway
Solar
Solar Atlantica Power
solar1 Atlantica AP Renewables Renewables1 Renewables3 Envision SUNPOWER Solar JINKO Sunrun Solar Sky Renesola Sunworks

+ 20 more companiesShow less

Nuclear

Most models project we can’t reach a 100% clean electricity grid without nuclear. Luckily, improvements in technology are making nuclear safer, cheaper, and more efficient.

cam Light

 

Landfill Methane Capture

Landfills produce methane, a gas that is 25x more potent than CO2 for climate change. These companies capture methane and use it for power.

covanta casella W WM capa

 

Upgrading the Grid

To reach 100% clean electricity, the electrical grid needs to be able to move far more electricity, to far more places, and get much better at storing it for later.

abb myr Upgrading the Grid amsc digi cleanspark

+ 1 more companiesShow less

Industrial recycling

From refrigerants to plastics, recycling reduces emissions from manufacturing and gets the world closer to a circular economy.

loop global lkq aqua hudson

 

Fuel Cells

Fuel cells use hydrogen to generate emissions-free energy for power production or transportation.

BALARD N Fuel Cells P

 

Electric Vehicles

When paired with zero-carbon energy, electric vehicles allow us to greatly reduce emissions from transportation.

red we Ae blink flux aptiv X ultra Aw Albemarle livent k enersys

+ 8 more companiesShow less

Telepresence

The best way to reduce the emissions from traveling is... to travel less. Better telepresence and work-from-home tools help make this a reality.

fiver slck zoom citrix blue up box docusign

+ 3 more companiesShow less

Building Efficiency

More efficient: lighting, heating/cooling, and insulation are critical in reducing emissions from buildings

owens ibp top build research Technology apogee PGT GRH R semileds e philips UDC Veeco orion Cree LSi PT

+ 13 more companiesShow less

Building Automation

Building automation systems reduce energy and water consumption by reacting to the external environment and the presence of people.

brands S OO

 

Building Retrofits

Retrofitting buildings with better insulations, heat pumps, and LEDs can greatly reduce their carbon emissions (and save the building owner a lot of money

O Limbach Willdan

 

High Performing/Dynamic Glass

High performance glass reduces heat or cold loss, while dynamic glass reduces the amount of heating and cooling a building needs.

research Technology apogee PGT GRH

 

Water Efficiency

A lot of energy goes into purifying, moving, and treating water. Better systems that detect leaks and recycle water save money and reduce emissions

LB Ecolab Flexible Global Iteon pentair mueller Xylem

+ 3 more companiesShow less

Your investment helps these companies go faster


Long term investors, like those saving for retirement, have unique power.

01

When you buy and hold a stock

Arrow

02

You decrease the supply being actively traded on the market.

Arrow

03

When that stock experiences high demand, its lower supply will push prices higher.

Arrow

04

High share prices help a company borrow and raise capital more cheaply, enabling it to expand faster.

The climate index invests you in every publicly traded company who's building a climate solution from 
Project Drawdown Arrow

Carbon
Clean Energy

Solar

Grid Upgrades

Wind

Nuclear

Geothermal

Ocean Power

Microgrids

Methane Digester

Smart Grid

Building Efficiency
Building Efficiency

Automation

LEDs

Insulation

Heat Pumps

Glass

Water Efficiency

Retrofit

Zero Carbon Transportation
Zero-Carbon Transportation

Electric Cars

Fuel Cells

Batteries

Telepresence

Synthetic Fuels

E-bikes

Circular Economy
Circular Economy

Industrial Recycling

Refrigerant Management

Landfill Methane

Municipal Recycling

Carbon Clean Energy

Solar

Grid Upgrades

Wind

Nuclear

Geothermal

Ocean Power

Microgrids

Methane Digester

Smart Grid

Building Efficiency Building Efficiency

Automation

LEDs

Insulation

Heat Pumps

Glass

Water Efficiency

Retrofit

Zero Carbon Transportation Zero-Carbon Transportation

Electric Cars

Fuel Cells

Batteries

Telepresence

Synthetic Fuels

E-bikes

Circular Economy Circular Economy

Industrial Recycling

Refrigerant Management

Landfill Methane

Municipal Recycling

It excludes companies who also build products that depend on the fossil fuel industry

download

Philips makes LEDs

They also make toothbrushes

Arrow
GE is a leading producer of wind turbines

GE is a leading producer of wind turbines

They make even more revenue from gas turbines & jet engines

Arrow

Detailed selection criteria for the Climate Index:
  • Ethical criteria for inclusion
  • Specific criteria for being a "Green Utility"
  • Specific criteria for waste management companies
  • Some notable exclusions to the climate index
  • Annual update criteria
The index includes every company that meets our ethical criteria and weighs them by market cap
We don't try to pick winners and losers, but instead let the broader market decide. For example, the climate index includes all solar companies traded on the NYSE. The big ones, get a big share. The small ones get a proportionally small share.

We make a couple of adjustments to ensure no company is too over- or under-weighted. There is a floor of 0.01% allocation per company and a ceiling of 5.00%.
We update the Climate Index annually

Add new companies

More and more companies are building climate solutions. We add new IPOs and those who now meet ethical criteria. Companies must meet our ethical criteria, have IPO'd more than 6 months before.

Remove companies that no longer meet criteria

Companies change. They open up new product lines. They release new information.
We re-screen and remove any companies that no longer meet our ethical criteria for inclusion.

Incorporate your feedback

Our goal for all of our portfolios to always be a work in progress.
Your feedback is crucial to helping us improve the climate index, year over year.
And use our votes to push the Climate Index companies to do better on climate, faster
Just because a company is in the climate index, doesn't mean it can't decarbonize faster.

Even companies who build decarbonization technologies can decarbonize both their operations and supply chain faster. Our theory of change rests upon pressuring the companies who can change to switch to renewable energy, overhaul their vehicle fleets to all electric (or green hydrogen), and eliminate fossil fuel-derived plastics from their products to do so, and drive demand for these products across the economy.

Leveraging the power of our proxy votes and our collective voices, we aim to push every climate index company to reach carbon neutral/negative as quickly as possible.

Here's the full 2020 Climate Index:

SECTOR icon COMPANY icon US Ticker icon % ALLOCATED icon DESCRIPTION 
  • A plentitude of bigger, better wind turbines is key to transitioning from fossil fuels
  • Onshore wind must expand 3x, and offshore 10x by 2030 to be on a path to remain under 2ºC (source)
0.03%
TPI composites has specialized in making wind turbine blades since 2001. They sold ~18% of all onshore wind-turbine blades in 2019.
  • Generates continuous, zero-carbon electricity from the heat of the earth
  • 50 TWh of global production in 2000 – 92 TWh in 2019 – 282 TWh projected to be needed by 2030 (source)
0.04%
Ormat specializes in geothermal energy and has 932 MW in its portfolio (~600k US households of electricity).
  • 0.7% of global electricity came from rooftop solar in 2018
  • 14.2% of global electricty production must come rooftop/small scale solar by 2050 to remain under 1.5ºC (source)
0.77%
As of 2020, Sunrun has installed solar panels (and in some cases batteries) in over 550,000 homes in the US and continues to grow.
0.07%
Sunpower sells and installs residential and commercial solar systems in the US and Australia.
  • To be a green utility in our book, a company must already generate a majority of its electricty from power
  • Or, they must be investing far more $ than is state/regulator mandated to get there. (Learn More)
0.18%
Avangrid is a US utility leading the push to renewables with 85% of its generation coming from renewables, with the rest coming from natural gas & hydro.
0.03%
CEMIG is a Brazilian utility that generates 99% of its power without fossil-fuels (mainly hydro)
0.54%
Electrobras is a Brazilian utility that generates 93.5%+ of its power without fossil-fuels (mainly hydro)
0.44%
Exelon is the lowest CO2e emitting utility in the US with most of their power coming from nuclear
1.58%
NextEra Energy is the world's largest generator of renewable power and is investing heavily in battery storage
  • Inverters make the electricity produced from wind turbines and solar panels usable on the grid
  • Projection: Solar and wind need to go from producing 2125 TWh of global product in 2019 to 7623 TWh by 2030
0.06%
Advanced Energy makes power supplies and other components that are used in solar panel manufacturing (as well as other applications)
0.08%
Enphase makes micro inverters for solar systems that help them better integrate with the grid and electrical storage systems
0.09%
SolarEdge makes solar inverters and monitoring software that help solar panels run as efficiently as possible
  • Yieldco's enable investors like us to help directly finance renewable energy expansion.
  • 27% of global electricity production comes from renewable sources today. It's projected to need to be 59% by 2030.
0.29%
As of 2020, AY owns 1.5+ GWs (~975k US households of electricity) of production globally
0.75%
As of 2020, BEPC owns 16+ GWs of production (~10.4m US households of electricity) globally
0.55%
As of 2020, Clearway owns 4.3+ GWs of production (~2.8m US households of electricity)
0.32%
As of 2020, Hannon Armstrong own 2.3+ GWs of production (~1.5m US households of electricity)
0.41%
As of 2020, NEP owns 5.3+ GWs of production (~3.4m US households of electricity)
  • Worldwide, buildings account for 32% of energy use. While building new green buildings is key.
  • We need to retrofit old ones. The process often pays for itself. The Empire State Building's retrofit cut energy use by 40%.
0.04%
Amaresco retrofits buildings to become more energy efficient and even carbon neutral. They estimate their retrofits offset the CO2e equivalents of ~1.2M US homes in 2019
  • Much of the energy buildings use is wasted: leaving lights on, heating unoccupied rooms, etc.
  • An automated building management system can reduce energy consumption by 10-20%
0.04%
CS specializes in building automation systems that reduce the energy consumption of the building by automating and synchronizing heating and cooling
0.68%
Johnson Controls helps buildings use less energy by automating their management systems and adding distributed energy storage.
  • ~11% of global energy is used to heat and cool buildings.
  • Heat pumps, in most environments, can provide the same internal temperature with 25-70% less energy.
0.23%
Lennox builds heat pumps that are 2-3x more efficient than traditional electric heaters.
0.61%
Carrier makes a range of heat pumps that are 2-3x more efficient than traditional electric heaters.
0.67%
Trane builds heat pumps that are 2-3x more efficient than traditional electric heaters.
  • 25-60% of energy used to heat or cool a home/building is wasted because of poor insulation.
  • Insulation saves money and energy in new and retrofitted homes by creating a continuous thermal layer.
0.25%
OC makes a wide variety of insulation. Insulation reduces the energy usage of buildings. They have bold sustainability goals with a track record of exceeding their targets.
0.19%
Topbuild is a major installed and distributor of insulation and build material products in the US.
0.10%
IBP is one the largest insulation installers in the US.
  • Generating electricity using nuclear fission emits no CO2 and is an important piece of the solution to climate change.
  • With planned construction, nuclear is projected to provide 456 GW in 2040, while it likely needs to produce 601 GW
0.12%
Cameco is one of the largest mines and refines uranium to run nuclear power plants.
  • The electric grid is a highly complex system operating in real time, 24/7.
  • Smartgrid technologies make the grid more resilient to sudden changes, enabling them to better integrate wind and solar.
0.01%
AMSC is a superconductor company that focuses on helping utilities increase grid flexibility and reliability.
  • 1.04% of global electricity production came from utilty scale solar in 2018
  • 25% must come from utility scale solar by 2050 to be on a path to remaining under 1.5ºC of warming
0.13%
Azure Power is the largest utility scale solar developer in India. As of 2020, they have deployed 2 GWs (~1.3m US homes-worth) with a pipeline of 5 GWs more
0.02%
Sky Solar develops and operates a portfolio of 745 MW of solar around the world (~ 484,000 US home's worth) with a pipeline of an additional 1.1 GW, as of 2020
  • Solar panel manufacturers had the capacity to make 110 GW of PV panels in 2019
  • To be on a path to remain under 1.5ºC, they'll need to be producing 500 GW by 2030.
0.05%
Canadian Solar has shipped more than 46 GW of solar panels (~30M US homes of electricity). In 2020 one of their panels broke records for energy conversion from the sun
0.07%
JinkoSolar is a large chinese manufacturer of solar panels. As of 2020, they have delivered 55.4GW of panels (= ~36M US homes electricity usage)
0.06%
DAQO is a Chinese manufacturer of ultra pure silicon for solar panels
0.19%
First solar is a solar panel manufacturer, installer, and operator with 20 GW of panels (~13M US homes of electricity) shipped worldwide as of 2020
  • Heat pumps, in most environments, can provide the same internal temperature with 25-70% less energy.
  • Windows are 10x worse at keeping out the heat or cold than walls.
0.02%
Apogee owns a number of high-end window brands that offer superior internal insulation
0.02%
PGT owns a number of high-end window brands that offer superior indoor insulation
0.01%
Tecnoglass specialized in desining and manufacturing insulating and laminated glass
CRH
0.64%
CRH makes high performance glass and is investing in innovative practices to produce cement with far fewer emissions
  • Renewable powered EVs emit 95% lower emissions than gas-powered cars over their lifetime (including manufacturing)
  • 50% of car sales in the US are projected to need to be electric by 2030 to remain under 1.5ºC (2021 = 3%)
0.58%
Aptiv makes hardware and software solutions to help automakers design and build better electric and automated vehicles.
0.12%
Nio is a Chinese electric SUV company, giving Chinese drivers fossil-fuel-free alternatives.
1.28%
Tesla has arguably done the most of any company to accelerate the adoption of electric cars, batteries, and potentially even home solar.
0.05%
Workhorse makes electric delivery vans and drones, enabling the "last mile" of delivery to occur without fossil fuels
  • To solve climate change we need to electrify everything, which means we'll need to store A LOT more electricity
  • To meet storage goals, battery production will need to double every 2 years from 2020 - 2030 (that's a 32x increase).
0.31%
Albermarle mines lithium, the key component in electric storage and car batteries
0.10%
EnerSys makes batteries for electrical storage, cars, and other industries.
0.01%
Kandi is a Chinese manufacturing company that specializes in batteries for electric vehicles
0.05%
Livent makes highly refined Lithium so that batteries and specific metals can be lighter and thus more energy efficient.
  • Fuel cells produce energy from hydrogen. If you can source the hydrogen without fossil fuels, they are emission-free.
  • Green-hydrogen production is projected to need to scale from 450k tonnes in 2021 to 40m tonnes in 2030.
0.09%
Ballard is one of the leading manufacturers of hydrogen fuel cells for vehicles, ships, and the grid.
0.02%
FuelCell Energy makes large fuel cells that generate electricity and energy from hydrogen, an important fuel source in a decarbonized world
0.17%
Nikola makes a series of hydrogen-powered trucks for shipping, trash pickup, and personal use.
0.13%
Plug Power builds fuel cells and green-hydrogen refueling station
  • To switch away from fossil fuels by electrifying everything, we need existing electronics to run as efficiently as possible.
  • LED light bulbs only need 10% of the electricity as incandescents to emit the same light.
0.05%
Cree is one of the largest LED chip and power component manufacturers. They make some of the most efficient lighting in the world.
0.33%
Applied Materials makes electrical semiconductors for solar panels, displays, LED lights, and other electrical applications
0.02%
Acuity owns many lighting and controls brands, which are largely transitioning to LEDs.
0.05%
Universal Display specializes in making organic LEDs which allow the energy efficiency of LEDs to be used in multiple color spectrums
0.26%
Philips (as its known in the US) went carbon neutral in 2020! They make LED bulbs and many household products.
0.02%
Power Integrations makes electrical drivers for LEDs for a range of lighting applications.
  • Electric bicycles are the most environmentally friendly form of motorized transport today.
  • Particularly useful in cities, 200 million have been sold as of 2018, only 2% of the total addressable market
0.01%
Niu makes electric scooters that can cleanly replace popular fossil-fuel powered scooters in Asia and Europe
  • 50% of car sales in the US are projected to need to be electric by 2030 to remain under 1.5ºC (2021 = 3%)
  • To get there, EV charging stations will have to become as ubiqutious as gas stations
0.01%
Blink makes electric vehicle (EV) charging stations. This infrastructure is necessary if EVs are to fully replace gas cars, especially for long-distance driving
  • Some industries still will require some kind of liquid fuel for the foreseable future. For example: airlines
  • Synthetic or biofuels create combustible, drop-in replacement fuels from used cooking oil and other biological sources
0.07%
REGI is the country's leading refiner of biodiesel, refining it from used cooking oil. It's a far more sustainable way to fuel combustion engines.
  • One of the most efficient forms of travel is to never leave in the first place.
  • Covid19 has seen the rise of better remote work tools that enable people to get to work without the daily commute
0.10%
Citrix systems makes software that makes it easier for employees to avoid commuting to work
0.25%
Docusign makes software that removes the need to print legal documents. They estimate they have saved 2.5 million trees of paper since 2003
0.05%
Upwork is a remote working service that helps businesses to find remote freelancers for jobs.
0.96%
Zoom makes software that makes it easier for employees to communicate over video
Box
0.02%
Box makes software that makes it easier for employees to share documents remotely
0.05%
Dropbox makes software that makes it easier for employees share documents remotely
0.14%
Fiverr is a remote working service that helps employers to find remote freelancers for jobs
0.40%
Slack makes software that enables teams to collaborate and build culture better work remotely
  • Methane is 34x more potent than CO2 for climate change. Rotting organics in landfills produce 12% of global methane
  • Landfills can be covered and this methane can be captured to convert into biogas and electricity
0.06%
Casella captures methane at over half of their landfills and have built regional recycling and composting programs
0.59%
Casella captures methane at over half of their landfills and have built regional recycling and composting programs
1.05%
WM captures landfill methane at 62% of its landfills and is a national leader in pushing for recycling and municipal compost
  • Reusing and recycling old products into new ones uses less energy and reduces the need for disrupting ecosystems.
  • At least half of all waste is industrial and commercial. Industrial recycling is key in protecting natural carbon sinks.
0.21%
LKQ is an autoparts recycler, selling refurbished parts on the OEM market so new parts don't need to be manufactured.
0.01%
Loop is a leader in manufacturing recycled plastic. They make 100% recycled PET and polyester that perform like new.
0.08%
CMC makes new steel from 95.5% recycled contents. They have a track record of reducing the carbon footprint of their steel.
    • A plentitude of bigger, better wind turbines is key to transitioning from fossil fuels
    • Onshore wind must expand 3x, and offshore 10x by 2030 to be on a path to remain under 2ºC (source)

Allocated 0.03%

TPI composites has specialized in making wind turbine blades since 2001. They sold ~18% of all onshore wind-turbine blades in 2019.

    • Generates continuous, zero-carbon electricity from the heat of the earth
    • 50 TWh of global production in 2000 – 92 TWh in 2019 – 282 TWh projected to be needed by 2030 (source)

Allocated 0.04%

Ormat specializes in geothermal energy and has 932 MW in its portfolio (~600k US households of electricity).

    • 0.7% of global electricity came from rooftop solar in 2018
    • 14.2% of global electricty production must come rooftop/small scale solar by 2050 to remain under 1.5ºC (source)

Allocated 0.77%

As of 2020, Sunrun has installed solar panels (and in some cases batteries) in over 550,000 homes in the US and continues to grow.

Allocated 0.07%

Sunpower sells and installs residential and commercial solar systems in the US and Australia.

    • To be a green utility in our book, a company must already generate a majority of its electricty from power
    • Or, they must be investing far more $ than is state/regulator mandated to get there. (Learn More)

Allocated 0.18%

Avangrid is a US utility leading the push to renewables with 85% of its generation coming from renewables, with the rest coming from natural gas & hydro.

CEMIG is a Brazilian utility that generates 99% of its power without fossil-fuels (mainly hydro)

Electrobras is a Brazilian utility that generates 93.5%+ of its power without fossil-fuels (mainly hydro)

Allocated 0.44%

Exelon is the lowest CO2e emitting utility in the US with most of their power coming from nuclear

Allocated 1.58%

NextEra Energy is the world's largest generator of renewable power and is investing heavily in battery storage

    • Inverters make the electricity produced from wind turbines and solar panels usable on the grid
    • Projection: Solar and wind need to go from producing 2125 TWh of global product in 2019 to 7623 TWh by 2030

Advanced Energy makes power supplies and other components that are used in solar panel manufacturing (as well as other applications)

Allocated 0.08%

Enphase makes micro inverters for solar systems that help them better integrate with the grid and electrical storage systems

Allocated 0.09%

SolarEdge makes solar inverters and monitoring software that help solar panels run as efficiently as possible

    • Yieldco's enable investors like us to help directly finance renewable energy expansion.
    • 27% of global electricity production comes from renewable sources today. It's projected to need to be 59% by 2030.

Allocated 0.29%

As of 2020, AY owns 1.5+ GWs (~975k US households of electricity) of production globally

As of 2020, BEPC owns 16+ GWs of production (~10.4m US households of electricity) globally

Allocated 0.55%

As of 2020, Clearway owns 4.3+ GWs of production (~2.8m US households of electricity)

Allocated 0.32%

As of 2020, Hannon Armstrong own 2.3+ GWs of production (~1.5m US households of electricity)

As of 2020, NEP owns 5.3+ GWs of production (~3.4m US households of electricity)

    • Worldwide, buildings account for 32% of energy use. While building new green buildings is key.
    • We need to retrofit old ones. The process often pays for itself. The Empire State Building's retrofit cut energy use by 40%.

Allocated 0.04%

Amaresco retrofits buildings to become more energy efficient and even carbon neutral. They estimate their retrofits offset the CO2e equivalents of ~1.2M US homes in 2019

    • Much of the energy buildings use is wasted: leaving lights on, heating unoccupied rooms, etc.
    • An automated building management system can reduce energy consumption by 10-20%

Allocated 0.04%

CS specializes in building automation systems that reduce the energy consumption of the building by automating and synchronizing heating and cooling

Allocated 0.68%

Johnson Controls helps buildings use less energy by automating their management systems and adding distributed energy storage.

    • ~11% of global energy is used to heat and cool buildings.
    • Heat pumps, in most environments, can provide the same internal temperature with 25-70% less energy.

Allocated 0.23%

Lennox builds heat pumps that are 2-3x more efficient than traditional electric heaters.

Allocated 0.61%

Carrier makes a range of heat pumps that are 2-3x more efficient than traditional electric heaters.

Allocated 0.67%

Trane builds heat pumps that are 2-3x more efficient than traditional electric heaters.

    • 25-60% of energy used to heat or cool a home/building is wasted because of poor insulation.
    • Insulation saves money and energy in new and retrofitted homes by creating a continuous thermal layer.

Allocated 0.25%

OC makes a wide variety of insulation. Insulation reduces the energy usage of buildings. They have bold sustainability goals with a track record of exceeding their targets.

Allocated 0.19%

Topbuild is a major installed and distributor of insulation and build material products in the US.

IBP is one the largest insulation installers in the US.

    • Generating electricity using nuclear fission emits no CO2 and is an important piece of the solution to climate change.
    • With planned construction, nuclear is projected to provide 456 GW in 2040, while it likely needs to produce 601 GW

Allocated 0.12%

Cameco is one of the largest mines and refines uranium to run nuclear power plants.

    • The electric grid is a highly complex system operating in real time, 24/7.
    • Smartgrid technologies make the grid more resilient to sudden changes, enabling them to better integrate wind and solar.

Allocated 0.01%

AMSC is a superconductor company that focuses on helping utilities increase grid flexibility and reliability.

    • 1.04% of global electricity production came from utilty scale solar in 2018
    • 25% must come from utility scale solar by 2050 to be on a path to remaining under 1.5ºC of warming

Allocated 0.13%

Azure Power is the largest utility scale solar developer in India. As of 2020, they have deployed 2 GWs (~1.3m US homes-worth) with a pipeline of 5 GWs more

Allocated 0.02%

Sky Solar develops and operates a portfolio of 745 MW of solar around the world (~ 484,000 US home's worth) with a pipeline of an additional 1.1 GW, as of 2020

    • Solar panel manufacturers had the capacity to make 110 GW of PV panels in 2019
    • To be on a path to remain under 1.5ºC, they'll need to be producing 500 GW by 2030.

Allocated 0.05%

Canadian Solar has shipped more than 46 GW of solar panels (~30M US homes of electricity). In 2020 one of their panels broke records for energy conversion from the sun

Allocated 0.07%

JinkoSolar is a large chinese manufacturer of solar panels. As of 2020, they have delivered 55.4GW of panels (= ~36M US homes electricity usage)

Allocated 0.06%

DAQO is a Chinese manufacturer of ultra pure silicon for solar panels

Allocated 0.19%

First solar is a solar panel manufacturer, installer, and operator with 20 GW of panels (~13M US homes of electricity) shipped worldwide as of 2020

    • Heat pumps, in most environments, can provide the same internal temperature with 25-70% less energy.
    • Windows are 10x worse at keeping out the heat or cold than walls.

Allocated 0.02%

Apogee owns a number of high-end window brands that offer superior internal insulation

Allocated 0.02%

PGT owns a number of high-end window brands that offer superior indoor insulation

Allocated 0.01%

Tecnoglass specialized in desining and manufacturing insulating and laminated glass

Allocated 0.64%

CRH makes high performance glass and is investing in innovative practices to produce cement with far fewer emissions

    • Renewable powered EVs emit 95% lower emissions than gas-powered cars over their lifetime (including manufacturing)
    • 50% of car sales in the US are projected to need to be electric by 2030 to remain under 1.5ºC (2021 = 3%)

Allocated 0.58%

Aptiv makes hardware and software solutions to help automakers design and build better electric and automated vehicles.

Allocated 0.12%

Nio is a Chinese electric SUV company, giving Chinese drivers fossil-fuel-free alternatives.

Allocated 1.28%

Tesla has arguably done the most of any company to accelerate the adoption of electric cars, batteries, and potentially even home solar.

Allocated 0.05%

Workhorse makes electric delivery vans and drones, enabling the "last mile" of delivery to occur without fossil fuels

    • To solve climate change we need to electrify everything, which means we'll need to store A LOT more electricity
    • To meet storage goals, battery production will need to double every 2 years from 2020 - 2030 (that's a 32x increase).

Allocated 0.31%

Albermarle mines lithium, the key component in electric storage and car batteries

Allocated 0.10%

EnerSys makes batteries for electrical storage, cars, and other industries.

Allocated 0.01%

Kandi is a Chinese manufacturing company that specializes in batteries for electric vehicles

Allocated 0.05%

Livent makes highly refined Lithium so that batteries and specific metals can be lighter and thus more energy efficient.

    • Fuel cells produce energy from hydrogen. If you can source the hydrogen without fossil fuels, they are emission-free.
    • Green-hydrogen production is projected to need to scale from 450k tonnes in 2021 to 40m tonnes in 2030.

Ballard is one of the leading manufacturers of hydrogen fuel cells for vehicles, ships, and the grid.

Allocated 0.02%

FuelCell Energy makes large fuel cells that generate electricity and energy from hydrogen, an important fuel source in a decarbonized world

Allocated 0.17%

Nikola makes a series of hydrogen-powered trucks for shipping, trash pickup, and personal use.

Allocated 0.13%

Plug Power builds fuel cells and green-hydrogen refueling station

    • To switch away from fossil fuels by electrifying everything, we need existing electronics to run as efficiently as possible.
    • LED light bulbs only need 10% of the electricity as incandescents to emit the same light.

Allocated 0.05%

Cree is one of the largest LED chip and power component manufacturers. They make some of the most efficient lighting in the world.

Allocated 0.33%

Applied Materials makes electrical semiconductors for solar panels, displays, LED lights, and other electrical applications

Allocated 0.02%

Acuity owns many lighting and controls brands, which are largely transitioning to LEDs.

Allocated 0.05%

Universal Display specializes in making organic LEDs which allow the energy efficiency of LEDs to be used in multiple color spectrums

Allocated 0.26%

Philips (as its known in the US) went carbon neutral in 2020! They make LED bulbs and many household products.

Allocated 0.02%

Power Integrations makes electrical drivers for LEDs for a range of lighting applications.

    • Electric bicycles are the most environmentally friendly form of motorized transport today.
    • Particularly useful in cities, 200 million have been sold as of 2018, only 2% of the total addressable market

Allocated 0.01%

Niu makes electric scooters that can cleanly replace popular fossil-fuel powered scooters in Asia and Europe

    • 50% of car sales in the US are projected to need to be electric by 2030 to remain under 1.5ºC (2021 = 3%)
    • To get there, EV charging stations will have to become as ubiqutious as gas stations

Allocated 0.01%

Blink makes electric vehicle (EV) charging stations. This infrastructure is necessary if EVs are to fully replace gas cars, especially for long-distance driving

    • Some industries still will require some kind of liquid fuel for the foreseable future. For example: airlines
    • Synthetic or biofuels create combustible, drop-in replacement fuels from used cooking oil and other biological sources

Allocated 0.07%

REGI is the country's leading refiner of biodiesel, refining it from used cooking oil. It's a far more sustainable way to fuel combustion engines.

    • One of the most efficient forms of travel is to never leave in the first place.
    • Covid19 has seen the rise of better remote work tools that enable people to get to work without the daily commute

Allocated 0.10%

Citrix systems makes software that makes it easier for employees to avoid commuting to work

Allocated 0.25%

Docusign makes software that removes the need to print legal documents. They estimate they have saved 2.5 million trees of paper since 2003

Allocated 0.05%

Upwork is a remote working service that helps businesses to find remote freelancers for jobs.

Allocated 0.96%

Zoom makes software that makes it easier for employees to communicate over video

Allocated 0.02%

Box makes software that makes it easier for employees to share documents remotely

Allocated 0.05%

Dropbox makes software that makes it easier for employees share documents remotely

Allocated 0.14%

Fiverr is a remote working service that helps employers to find remote freelancers for jobs

Allocated 0.40%

Slack makes software that enables teams to collaborate and build culture better work remotely

    • Methane is 34x more potent than CO2 for climate change. Rotting organics in landfills produce 12% of global methane
    • Landfills can be covered and this methane can be captured to convert into biogas and electricity

Allocated 0.06%

Casella captures methane at over half of their landfills and have built regional recycling and composting programs

Allocated 0.59%

Casella captures methane at over half of their landfills and have built regional recycling and composting programs

Allocated 1.05%

WM captures landfill methane at 62% of its landfills and is a national leader in pushing for recycling and municipal compost

    • Reusing and recycling old products into new ones uses less energy and reduces the need for disrupting ecosystems.
    • At least half of all waste is industrial and commercial. Industrial recycling is key in protecting natural carbon sinks.

Allocated 0.21%

LKQ is an autoparts recycler, selling refurbished parts on the OEM market so new parts don't need to be manufactured.

Allocated 0.01%

Loop is a leader in manufacturing recycled plastic. They make 100% recycled PET and polyester that perform like new.

Allocated 0.08%

CMC makes new steel from 95.5% recycled contents. They have a track record of reducing the carbon footprint of their steel.

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