SECTORS, WEIGHTS, AND STOCKS – Cool Climate Clean Solutions – Q1 2020

Clean Ocean Components Theme Activity Sector
Alfa Laval AB Fluid Handling, controls, on vessels. Sweden WT
American States Water Water and Wastewater Services. USA WT
American Water Works Water and Wastewater Systems. USA WT
Aqua America Water and Wastewater Services. USA WT
Austevoll Seafood ASA Seafood in Norway; also pelagics Chile, Peru. Norway SF
Badger Meter Water Metering. USA PP
Ballard Power Fuel Cells, mid-sized PEM. Canada CE
Beyond Meat Plant-based meats, less impactful proteins. USA PP
Bollore SA Ports, Terminals, Logistics, Transportation. France GS
California Water Service Water and Wastewater Utility Services. USA WT
Canadian Solar Inc Solar, panel manufacturer. Canada CE
Cargotec OYJ Ports & Terminals, attention to Sustainability. Finland GS
Cia Pesquera Camanchaca SA Fishing, aquaculture, sustainability, Chile. Chile SF
Clearwater Seafoods Wild Caught Seafoods, Nova Scotia, Argentina. Canada SF
CREE LEDs Lighting. USA PP
CS Wind Wind, towers. S. Korea CE
EDP Renovaveis SA Renewables, across wind, hydro, solar. Spain CE
Eolus Vind AB Wind power projects in Sweden, US, Estonia. Sweden CE
Evoqua Water, wastewater treatment. USA WT
First Solar  Solar, thin film panels. USA CE
Grieg Seafood ASA Seafood, aquaculture with high ESG scores. Norway SF
Intertek Group plc Cargo and Trade services, quality assurance. Britain PP
Itron Smart Grid Power and Water Management. USA PP
Kingspan Group PLC Building Insulation. Ireland PP
Koninklijke Boskalis Westminster Dredging for Ports, Maritime Transportation. Netherlands GS
Kuehne und Nagel Shipping Logistics, clean cargo group. Switzerland PP
Kurita Water Water Treatment, wastewater systems. Japan WT
Landis & Gyr Smart Metering, Better Grid Switzerland PP
Leroy Seafood Group Seafood, with high FAIRR Report score. Norway SF
Meridian Energy Power generation 100% from renewables. New Zealand CE
Metawater Water purification, sewage treatment plants. Japan WT
Mowi ASA Seafood, with high FAIRR Report score. Norway SF
Nel ASA Hydrogen, made from renewable resources. Norway PP
Neoen S.A. Renewables, using wind, solar, biomass. France CE
Nibe Industrier AB HVAC, other areas in sustainability. Sweden PP
Nomad Foods Moving to 100% Certified-sustainable seafood. USA SF
Norway Royal Salmon ASA Fish farming, has low carbon footprint vs. beef. Norway SF
Orsted A/S Wind, Offshore; also inbioenergy and thermal. Denmark CE
P/F Bakkafrost Seafood, with high FAIRR Report score. Norway SF
Pentair PLC Water Efficiency and Treatment. Britain WT
PowerCell Sweden Hydrogen, fuel cells, reformers, marine uses. Sweden CE
Pure Cycle Water, supply and treatment. USA WT
SalMar ASA Seafood, aquaculture with high ESG scores Norway SF
Samsung SDI Li Ion Batteries. S. Korea CE
Signify NV LEDs, was Philips Lighting. Netherlands PP
Sino-American Silicon Solar feedstock, wafers. Taiwan CE
SolarEdge Solar MicroInverters USA CE
Solaria Energia y Medio Solar, Wind, power from renewables plants. Spain CE
Sunnova Energy Residential Solar and Energy Storage. USA CE
SunPower Corp Solar, efficient panels manufacturer. USA CE
Sunrun Inc Solar, residential Installer. USA CE
Tassal Seafood, aquaculture with high ESG scores. Australia SF
Tilt Renewables Wind Farms, Australia & New Zealand, solar. New Zealand CE
Tomra Systems ASA Recycling wastes, materials recovery. Norway PP
TORM plc Shipping tankers, bulk, CSR, exhaust reduction. Denmark GS
Veolia Environnement Water and Wastewater Treatment. France WT
Verbund AG 90% of power from Hydro, Austria. Austria CE
Vestas Wind Systems A/S Wind power, in both products and services. Denmark CE
Wartsila OYJ Ports, Terminals, energy with sustainability. Finland GS
Watts Water Technologies Water quality, rainwater harvest, flow control. USA WT
Xinjiang Goldwind Science & Tech. Wind, turbine manufacturer, also in services. China CE
Xinyi Solar Holdings Ltd Solar glass, has spun off solar farms. China PP
Xylem Water Technologies. USA WT