Clima Global Decarbonisation Enablers Index – composition and making of

You know we have a laser focus: the companies that can decarbonise the planet.  We believe CO2 avoidance is a tangible metric that the world needs to focus on, so we are also quantifying the impact of what we think are the key solutions to climate change. The construction of our equity index involved a lot of steps, here is a summary of the making of:

We share on an open source basis the list of companies that are part of our Clima’s universe. You can filter the universe of almost 200 companies, UK closed end trusts, micro caps and ETFs that have been vetted by us under our Discovery tool: http://iclima.earth/discovery/ (please note we ask that you kindly register before gaining access to this powerful tool). We also provide a detailed overview of each security as part of the Discovery feature.

Clima Global Decarbonisation Enablers Index is our benchmark of 152 companies, at our launch in August. Let’s cut to the chase. Please find below our Index composition and the weighting of the index components.

We are delighted to share our view on the listed companies we believe can decarbonise the planet!

 

CLIMA GLOBAL DECARBONISING ENABLERS – EXPOSURE PER SUBSEGMENT AND SEGMENTS
Sector Sub Segment Company % In Index SubSector Representation Sector Representation
Green Energy Renewable Energy Assets Algonquin Power Corp 0.69% 11.00% 28.85%
Atlantica Yield PLC 0.52%
Audax Renovables SA 0.41%
Boralex Inc 0.40%
Clearway Energy Inc 0.69%
Contact Energy Ltd 0.66%
Covanta Holding Corp 0.29%
EDP Renovaveis SA 0.85%
Encavis AG 0.42%
Energix Renewable Energies Ltd 0.30%
Falck Renewables SpA 0.35%
Innergex Renewable Energy 0.38%
NextEra Energy Partners 0.52%
Northland Power Inc 0.70%
Ormat Technologies Inc 0.56%
Orsted A/S 0.95%
Renova Inc 0.36%
Solaria Energia & Medio Ambiente SA 0.46%
Transalta Renewables Inc 0.60%
Verbund AG 0.87%
Renewable Energy Developer Enlight Renewable Energy Ltd 0.32% 1.45%
Neoen SA 0.65%
Scatec Solar ASA 0.49%
Renewable Energy Equipment Canadian Solar 0.53% 13.15%
China High Speed Transmission Equipment Group 0.40%
Enphase Energy Inc 0.77%
First Solar Inc 0.65%
GCL Poly Energy Holdings Ltd 0.43%
ITM Power PLC 0.40%
Jinko Solar Holding Co 0.73%
Landis Gyr Group 0.31%
Maxeon Solar Technologies Ltd 0.06%
Meyer Burger Technology AG 0.56%
Nordex SE 0.38%
Prysmian SPA 0.72%
Regal Beloit Corp 0.53%
Siemens Gamesa Renewable Energy SA 0.95%
SMA Solar Technology AG 0.47%
SolarEdge Technologies Inc 0.74%
SunPower Corp 0.41%
TPI Composites Inc 0.35%
United Renewable Energy Co Taiwan 0.45%
Vestas Wind Systems AS 1.12%
Wacker Chemie AG 0.58%
Xinjiang Goldwind Science & Technology 0.53%
Xinyi Solar Holdings Ltd 1.07%
Green Utility Edison International 0.89% 3.24%
Iberdrola SA 0.89%
Mercury NZ Ltd 0.61%
Meridian Energy Ltd 0.86%
Green Transportation Electric Transportation Alstom SA 0.70% 2.36% 12.96%
East Japan Railway Co 0.93%
Kion Group AG 0.73%
Electric Vehicle & Bikes Aptiv PLC 1.02% 8.53%
BorgWarner Inc 0.65%
BYD Company Ltd 1.41%
Delphi Technologies PLC 0.37%
Giant Manufacturing Co 0.48%
NFI Group Inc 0.39%
NIO Inc 1.25%
Tesla Inc 1.28%
Workhorse Group Inc 0.49%
Xiaomi Corp 1.20%
Ride Sharing Lyft 0.73% 2.07%
MIX Telematics Ltd 0.30%
Uber Technologies Inc 1.04%
Water & Waste Improvements Waste Management Republic Services Inc 0.99% 1.91% 10.04%
Waste Connections Inc 0.92%
Water & Waste Efficiency ACEA SpA 0.56% 2.40%
American Water Works Co Inc 0.93%
Suez SA 0.91%
Recycling & Materials DS Smith PLC 0.71% 2.73%
Lee & Man Paper Manufacturing 0.63%
LKQ Corp 0.61%
Umicore SA 0.78%
Pollution Control Ecolab Inc 0.94% 3.00%
Ecopro Co Ltd 0.42%
ESCO Technologies Inc 0.32%
Johnson Matthey PLC 0.64%
Pentair PLC 0.67%
Enabling Solutions Alternative Fuels & Fuel Cells Ballard Power Systems Inc 0.68% 4.08% 25.72%
Bloom Energy Corporation 0.40%
CERES Power Holdings 0.48%
Fuelcell Energy Inc 0.28%
NEL Asa 0.49%
Plug Power Inc 0.83%
PowerCell Sweden AB 0.30%
Renewable Energy Group Inc 0.63%
Battery Supply Chain Albemarle Corp 0.83% 2.66%
Exide Industries Ltd 0.38%
Livent Corp 0.47%
Simplo Technology Group 0.31%
Sociedad Quimica Y Minera de Chile SA 0.67%
Electric Systems ABB Ltd 0.54% 3.14%
Azbil Corp 0.70%
Generac Holdings 0.95%
Schneider Electric SE 0.94%
Energy Efficiency Ameresco Inc 0.39% 1.14%
Osram Licht AG 0.74%
Energy Storage Enersys 0.53% 0.53%
Green Finance Hannon Armstrong Sustainable Infra Cap 0.41% 1.38%
LSE Group 0.96%
Semiconductor Devices Applied Materials Inc 0.82% 1.12%
Veeco Instruments Inc 0.30%
Lighting Systems Acuity Brands Inc 0.56% 1.40%
CREE Inc 0.56%
Epistar Corp 0.28%
Measurement Instruments Alfen Beheer BV 0.49% 3.84%
Badger Meter Inc 0.36%
Calisen Group Holdings Ltd 0.35%
Halma PLC 0.88%
Itron Inc 0.51%
Smart Metering Systems PLC 0.36%
Trimble Navigation 0.88%
Sustainable Infrastructure Acciona SA 0.61% 1.80%
MYR Group Inc 0.36%
Quanta Services Inc 0.83%
Electrical Components Advanced Energy Industries 0.44% 4.64%
Delta Electronics Inc 0.77%
Eaton Corp PLC 0.98%
Infineon Technologies AG 1.05%
LittelFuse Inc 0.54%
Nexans S.A. 0.36%
Vicor Corporation 0.51%
Sustainable Products Food Solutions Beyond Meat Inc 1.03% 3.83% 22.43%
HelloFresh SE 0.84%
Kerry Group PLC 0.93%
Koninklijke DSM NV 1.03%
Telepresence Bandwidth Inc 0.65% 2.26%
Zoom Video Communications 1.61%
Efficient Materials & Processes DocuSign Inc 0.88% 1.77%
Idex Corp 0.89%
Sustainable Buildings A.O. Smith Corp 0.71% 9.37%
Compagnie de Saint Gobain 0.88%
Ferguson PLC 0.91%
Kingspan Group PLC 1.00%
Lixil Group Corp 0.93%
Nibe Industrier AB 0.87%
Resideo Technologies Inc 0.31%
Sunnova Energy International Inc 0.36%
SunRun Inc 0.90%
Trane Technologies PLC 0.99%
Vivint Smart Home Inc 0.60%
Vonovia SE 0.92%
Sustainable Forestry Ence Energia y Celulosa SA 0.29% 5.19%
Klabin SA 0.53%
Mondi PLC 1.00%
Potlach Deltic Corp 0.35%
Sumitomo Forestry Co Ltd 0.47%
Suzano SA 0.79%
UPM Kymmene 0.91%
Weyerhauser REIT 0.84%
Total 100.00% 100.00% 100.00%

 

Author: Gabriela Herculano
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