SECTORS, WEIGHTS, AND STOCKS – Cool Climate Clean Solutions – LATTER Q3 2020. 71 COMPONENTS

Clean Ocean Components Theme Activity Sector
Acciona SA Water Treatment; Renewable Energy. Spain WT
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, aquaculture with high ESG scores. 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
Bloom Energy Work on new fuel cell powered Ships. USA GS
Bollore SA Better Sustainability in Ports & Terminals. France GS
California Water Service Water and Wastewater Utility Services. USA WT
Canadian Solar Inc Solar, panel manufacturer. Canada CE
Cargotec OYJ Better Sustainability in Ports & Terminals. Finland GS
Cia Pesquera Camanchaca SA Seafood, aquaculture with high ESG scores. Chile SF
CREE LEDs Lighting. USA PP
CS Wind Wind, tower structures. S. Korea CE
EDP Renovaveis SA Renewables, among world’s largest in wind. Spain CE
Encavis AG Renewable Energy, solar & wind in Europe. Germany 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
FuelCell Energy Fuel cells, hydrogen, decarbonization. USA PP
Grieg Seafood ASA Seafood, aquaculture with high ESG scores. Norway SF
Intertek Group plc Cargo and Trade services, quality assurance. Britain PP
ITM Power PLC Electrolysis for green hydrogen, zero CO2. Britain PP
Itron Smart Grid Power and Water Management. USA PP
Kingspan Group PLC Building Insulation. Ireland PP
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
McPhy Energy SAS Hydrogen, for decarbonization. France PP
Mercury NZ 100% Renewables by hydro, geothermal, wind. New Zealand CE
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
Nio Battery electric vehicles, China based. China PP
Nomad Foods Moving to 100% Certified-sustainable seafood. USA SF
Norway Royal Salmon ASA Seafood, aquaculture with high ESG scores. Norway SF
Orsted A/S Wind, offshore and onshore; also solar power. Denmark CE
P/F Bakkafrost Seafood, with high FAIRR Report score. Norway SF
Pentair PLC Water Efficiency and Treatment. Britain WT
Plug Power Hydrogen, fuel cells, decarbonization. USA PP
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 Products 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
Terna SpA Grid Efficiency for more Renewables. Italy CE
Tilt Renewables Wind Farms, Australia & New Zealand, solar. New Zealand CE
Tomra Systems ASA Recycling wastes, materials recovery. Norway PP
Veolia Environnement Water and Wastewater Treatment. France WT
Verbund AG Renewable Energy, hydropower. 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
Xebec Adsorption Hydrogen, generation and purification. Canada PP
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