Global Climate Solution Stocks
2023 List

Aztech Global is a manufacturer of IoT devices in Singapore. It also makes LED lights, but makes more revenue from their IoT devices.

Teera-Mongkol is a Thai producer of lighting products that makes a majority of its revenue from LEDs.

Dien Quang Group is a Vietnamese lighting company that generates over half of its revenue from installing high-efficiency LED lighting systems.

Lighting and Equipment Public Company is a Thai lighting designer and manufacturer. Most of their lights use LEDs which require far less power to make light than traditional power.

Trung An Hi is a producer of rice in Vietnam. We cannot find any information about their rice cultivation techniques to see if they engage in more intensive systems of rice production that produce less methane than traditional methods.

Rang Dong Light is a Vietnamese producer of LED light bulbs and lighting products that produce the same or better quality light with less electricity.

Barramundi group is an aquaculture company based in Singapore that sells barramundi and a range of other farmed fish. Aquaculture is a very resource intensive process, so improving its energy efficiency is a climate solution, but we could find no clear evidence that Barramundi Group was providing products or technologies that enable improved aquaculture, so we exclude them.

Oceancash Pacific makes felt products for us as insulation in automobiles but also homes and buildings, the latter of which is a climate solution. They also make other products like sanitary wipes, and they do not provide a revenue breakdown between the two.

Viet Nam Power Development is a Vietnamese builder of hydropower plants, thus enabling electricity to be generated without burning fossil fuels to do it.

Arkora Hydro makes hydropower plants that capture the power of flowing water to generate electricity, thus enabling hydropower without needing to build a dam.

ecoWise is a Singapore based company that builds biomass fired power plants and has an industrial recycling division. As we do not consider biomass fired power a climate solution, we wanted to see how much revenue they generate from industrial recycling. Their latest investor reports are from 2019. Given the lack of current information, we exclude them.

Superlon is a Malaysian producer of insulation materials, but they are primarily not used for thermal building insulation, but for other purposes, so we exclude them.

Mien Dong is a Vietnamese construction company. While they do build hydropower plants, they generate more revenue from more typical construction projects like buildings.

L&P Global is a Malaysian packaging company. While it generates some of its revenue from repairing pallets, thus reducing the need for new pallets, this is a small portion of its overall revenue.

Mien Trung Power Investment owns multiple hydropower plants in Vietnam and also generates revenue from building plants.

CP Power makes power supplies that convert AC to DC energy. Most of their applications are for smaller electronics and medical devices, not the electrical grid, so we exclude them.

Gai Lai Electricity is a pure play solar, wind, and hydropower project developer based in Vietnam.

Thac Ba Hydropower is a Thai construction and electricity trading business that specializes in hydropower and grid expansion projects, both important climate solutions.

Nam Mu Hydropower JSC is a Vietnamese construction firm that builds hydropower plants and manages a part of the electrical grid, both climate solutions. But they engage in a wide variety of other construction activities and business lines. As they do not differentiate their revenue, we exclude them for lack of information.

Song Ba is a Vietnamese engineering and construction company that builds hydropower plants and engages in grid expansion projects, both important climate solutions.

Africa Clean Energy Solutions, based in Mauritius builds and maintains clean energy systems in Africa with multiple solar and biogas farms. They do also have a biomass plant which we do not consider a climate solution, but they generate most of their revenue from their other activities.

El Sewedy Electric is an Egyptian manufacturing firm that builds wires and other equipment needed for expanding the electrical grid in Sweden. They also build renewable energy projects like solar and wind.

Alpha Namibia installs and operates solar farms in Namibian and Southern Africa.

Equatorial Energia is a Brazilian electricity distributor. Because it does not own any generation, we exclude them.

Ecopetrol is an energy company in Columbia that generates a majority of its revenue from oil. It also makes biodiesel and grid expansion, both climate solutions.

Afluente Transmissao is a Brazilian electrical distributor. Because it does not own any generation, we exclude it.

Centrais Elétricas de Santa Catarina is a Brazilian utility that generates 100% of its electricity from hydropower that does not require the burning of fossil fuels.

COELCE is a Brazilian distributor of electricity. As they do not own any generation, we exclude them.

Enel Americas is a major electrical utility in Latin America. It fails our utility filter because it does not generate all of its electricity from carbon-free sources.

Pomifrutas is a Brazilian producer of apples a perennial crop.

Bicicletas Monark is a Brazilian bike manufacturer. We exclude them because while more bikes is better for climate, they do not generate most of their revenue from electric bikes which more generally replace fossil fuels for commutes.

Empresa Regional is a Peruvian electrical utility. Because it only owns transmission lines and not generation, we exclude them.

Ampla Energia is a Brazilian electricity distributor. Because it does not own any generation, we exclude them.

Empresa Distribuidora is an Argentinian electrical utility. They do not provide a breakdown of how much of their electricity is generated from clean sources, so we exclude them.

All Cosmos Bio-Tech sells fertilizers in Malaysia. We no longer consider fertilizers, even bio-organic ones, a climate solution, as they do not help prevent food waste, so we exclude them. Not to mention most of their fertilizers are for the palm oil industry, which is highly environmentally destructive.

Enel Distribucion Peru is a Peruvian distributor of electricity. Because it owns no generation, it does not meet our utility filters.

Molibdenos y Metales is a Chilean mining company. While it does produce molybdenum, a critical mineral for the climate transition, it also makes rheunium, which is not, so we exclude them.

Enel Distribucion is a Chilean electricity distributor. Because it does not own any generation, we exclude them.

Southern Peru Copper is a Peruvian copper mining company, a critical mineral, but it also mines many other minerals, including coal, meaning we do not include it.

Sociedad Transmisora is a Chilean electricity distributor. Because it does not own any generation, we exclude them.

Empresa Distribuidora is a Argentinian electricity distributor. Because it does not own any generation, we exclude them.

Compañia de Transporte is an Argentinian electrical grid maintenance and expansion company, a key climate solution.

Equatorial Maranhao is a Brazilian electricity distributor. Because it does not own any generation, we exclude them.

Trina Solar is a Chinese solar cell manufacturer that makes multiple components that are used to construct solar panels.

Pylon Technologies is a Chinese manufacturer of battery powered energy storage systems that enable renewable electricity to be stored and then deployed when needed.

Wuxi Autowell specializes in making automated processes for the production of solar panels in China, thus helping drive down the costs of the solar supply chain and making solar more affordable to deploy around the world.

Artech Solar is a Chinese manufacturer of solar tracking systems that help solar panels shift over the course of the day so they get optimal output as the sun moves across the sky.

Ningxia Jiaze Renewables is a Chinese renewable energy developer with a growing portfolio of wind, solar, and energy storage projects in China, thus enabling the Chinese electricity grid to operate with fewer fossil fuels.

GoodWe is a Chinese manufacturer of solar inverters in China, a key part of building a solar farm that converts the solar energy into usable electricity.

Beijing SinoHytec is a Chinese pureplay manufacturer of fuel cell systems that can generate power by burning hydrogen, a fuel that releases no GHG emissions when burned.

Ningbo Ronbay is a Chinese supplier of cathode battery materials that are a key component in making batteries for EVs and energy storage.

China National Nuclear Power Co is a Chinese developer, owner, and operator of nuclear power and clean energy projects in China, both zero-carbon sources of electricity

Hangzhou First Applied Material makes films specifically for the solar industry that help protect solar panels from the elements.

Jinko Power is a Chinese manufacturer of solar panels and also develops solar projects.

CECEP Wind-power is a Chinese pure play wind energy developer that builds, owns, and operates wind farms.

LONGi Green Energy Technology is a Chinese manufacturer of components that are used to construct solar panels.

Nuode New Materials makes copper foils that are a key component in lithium-ion batteries, an important climate solution.

China Southern Power Grid Energy Storage Co owns a series of hydroelectric plants in China, many of which have pumped storage, and they also build and maintain extensive electricity power grids, a necessary piece of infrastructure for the electrification of everything.

Jiangsu Haili is a Chinese pure-play manufacturer of wind turbines building each part of them from the base to the blades.

Zhejiang Provincial New Energy is a Chinese zero-carbon utility that derives all of its electricity from zero carbon sources like hydro, renewables, and hydrogen.

CNGR is a Chinese provider of multiple base ingredients for batteries that are used in EV's and Energy storage applications, both critical climate solutions.

Contemporary Amperex Technology (CAT) is perhaps the largest manufacturer of EV batteries in the world, thus empowering a critical climate solution to scale at an increasingly affordable price.

Jolywood Sunwatt is a Chinese pureplay manufacturer of various components that are used in the construction of solar panels.