SECTORS, WEIGHTS, AND STOCKS – Cool Climate Clean Solutions – LATTER Q4 2020. 88 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
Alfen NV Smart power grids, energy storage. Netherlands PP
American States Water Water and Wastewater Services. USA WT
American Superconductor Wind power, better power grid. USA PP
American Water Works Water and Wastewater Systems. USA WT
Austevoll Seafood ASA Seafood, aquaculture with high ESG scores.. Norway SF
Azure Power Solar power, India focus. India CE
Badger Meter Water Metering. USA PP
Ballard Power Fuel cells, future power in Ports and Shipping. Canada GS
Beyond Meat Plant-based meats, less impactful proteins. USA PP
Bloom Energy H2 fuel cells, power ahead ports, shipping. USA GS
Bollore SA Better Sustainability in Ports & Terminals. France GS
BYD Batteries, zero emission vehicles. China PP
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
Ceres Power H2 fuel cells, power ahead ports, shipping. Britain GS
Cia Pesquera Camanchaca Seafood, aquaculture with high ESG scores. Chile SF
Corbion NV Algae, sustainable alternative in aquaculture. Netherlands PP
CREE LEDs Lighting. USA PP
CS Wind Wind, tower structures. S. Korea CE
Ecopro Battery cathodes, lithium, pollution reduction. S. Korea PP
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
Essential Utilities (was Aqua) Water and Wastewater Services. USA WT
Evoqua Water, wastewater treatment. USA WT
First Solar Solar, thin film panels. USA CE
Flat Glass Group Glass, specialized solar panels. China CE
FuelCell Energy H2 fuel cells, power ahead ports, shipping. USA GS
Geberit AG Waste treatment, supply, piping. Switzerland WT
Grenergy Renovables SA Solar power parks, wind power. Spain CE
Grieg Seafood ASA Seafood, aquaculture with high ESG scores. Norway SF
Gurit Holding AG Wind, composites, also in transportation. Switzerland CE
Halma plc Water analysis, monitoring, treatment. Britain WT
Idex Water, pumps, flow meters, fluid systems. USA WT
Innergex Renewable Run-of-river Hydro power, Wind, Solar. Canada CE
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
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 H2 fuel cells, power ahead ports, shipping. USA GS
PNE AG Wind, offshore and onshore, also hydrogen. Germany CE
PowerCell Sweden H2 fuel cells, power ahead ports, shipping. Sweden GS
Royal DSM Konink. Algal omega-3 salmon aquaculture feedstock. Netherlands SF
SalMar ASA Seafood, aquaculture with high ESG scores Norway SF
Samsung SDI Li Ion Batteries. S. Korea CE
Scatec Solar ASA Solar, developer across emerging nations. Norway 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
Solarpack Tecnologica SA Solar, utility-scale EPC and development. Spain CE
Sunnova Energy Residential Solar and Energy Storage. USA CE
SunPower Corp Solar, services plus storage. 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 harvests, flow control. USA WT
Xebec Adsorption Hydrogen, generation and purification. Canada PP
Xinjiang Goldwind Science Wind, turbine manufacturer, also in services. China CE
Xinyi Solar Holdings Ltd Solar glass, has spun off solar farms. China PP
Xpeng Electric vehicles, connectivity. China PP
Xylem Water Technologies. USA WT

 

*Sector in WilderHill Cool Climate Clean Solutions
GREENER SHIPPING = GS
SUSTAINABLE FISHERIES = SF
WATER TREATMENT = WT
CLEAN ENERGY LOW CO2 = CE
POLLUTION PREVENTION = PP
For Rebalance in latter Q4 2020
2 Deletes: Landis+Gyr, Pure Cycle
19 Additions: Alfen, Am. Superconductor, Azure, BYD, Ceres, Corbion, Ecopro, Flat Glass, Gurit,
Geberit, Grenergy, Halma, Idex, Innergex, PNE, Royal DSM, Scatec, Solarpack, Xpeng.
Equal Weight = 88/100 = 1.1363636% each.
SECTOR # Approx %
GREENER SHIPPING (GS) = 9 10%
CLEAN ENERGY LOW CO2 (CE) = 30 34%
WATER TREATMENT (WT) = 16 18%
SUSTAINABLE FISHERIES (SF) = 12 14%
POLLUTION PREVENTION (PP) = 21 24%
TOTAL CONSTITUENTS = 88