Stock List

by Debra Fiakas, CFA Greater energy density or the amount of energy stored is the mission of every battery developer.  The higher the energy density, the longer a battery can serve its owner.  Scientists have been adjusting circulating chemistry, cloaking electrodes in exotic metals, and otherwise tinkering with conventional battery designs.  Debate even spills over into the raw material supply chain as it has recently over the use of expensive and sometimes difficult to source cobalt as an additive to lithium ion battery designs.   Others are trying to tame silicon for use in battery anodes. Perhaps the most daring developers have abandoned conventional battery design...

Fuel cell stocks are publicly traded companies whose business involves fuel cells, devices for efficiently converting the energy in a fuel (often hydrogen) directly into electricity by chemical means, without combustion. Applications include road transport, large-scale energy storage and short-haul transport such as forklifts. This list was last updated on 5/6/2021 AFC Energy (AFC.L) Ballard Power Corporation (BLDP) Bloom Energy Corporation (BE) Cell Impact AB (CI-B.ST) Ceres Power Holdings PLC (CPWHF) Enova Systems (ENVS) - out of business since 2015. FuelCell Energy (FCEL) Impact Coatings AB (IMPC.ST) ITM Power (ITM.L, ITMPF) McPhy Energy SA (MCPHY: PA) myFC Holding AB (MYFC.ST) Neah Power Systems (NPWZ) Nikola Corporation (NKLA) Plug Power (PLUG) PowerCell Sweden AB (PCELL.ST, PCELF) Proton...

by Debra Fiakas, CFA Grand View Research, another industry research group, estimates that the graphite market could reach $93 billion by 2025, boosted mostly by new demand for electric vehicle batteries as well as batteries for electronic devices and grid-storage systems.  According to Technavio, an industry research firm, the graphite industry is estimated to grow more than 5% annually through 2025, largely on new demand for highly purified graphite material used in lithium ion battery anodes. Among the immediate beneficiaries of this growth trend are the established graphite producers and those among the most recent entrants that have begun ringing up sales...

Electric Vehicle (EV) and Plug-in Electric Vehicle (PHEV) stocks are publicly traded companies which produce EVs or PHEVs, their components, or charging infrastructure. This list was last updated on 6/3/22. AeroVironment, Inc. (AVAV) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Electrameccanica Vehicles Corp. (SOLO) Envision Solar International (EVSI) EVgo, Inc. (EVGO) Fisker (FSR) GreenPower Motor Co. (GPV.V) iShares Self-Driving EV and Tech ETF (IDRV) Kandi Technologies Corp. (KNDI) KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) Leo Motors (LEOM) Lordstown Motors Corp. (RIDE) Navitas Semiconductor Corporation (NVTS) Nio Inc. (NIO) Nikola Corporation (NKLA) Proterra Inc. (PTRA) Tesla Motors, Inc. (TSLA) UQM Technologies (UQM) Valeo SA (FR.PA, VLEEF, VLEEY) Vision Marine Technologies Inc. (VMAR) VMoto Limited...

by Debra Fiakas, CFA The post “Water:  Invisible Crisis” introduced a new series on water supply in Latin America, describing the lack of access to quality water despite a bountiful supply of rainfall and snow melt.  As the series has unfolded we have learned that water supply in Latin America is largely a local government undertaking.  Investment opportunities are limited to water management companies that sign on to operate government-owned infrastructure or water treatment solution providers. Water supply to the north has inched further into the commercial realm.  A discussion of water investment would not be completed without a look at private water suppliers in the...

Electric grid stocks are publicly traded companies whose business involves electric infrastructure, including transmission, distribution, pricing, conversion, and regulation.  Includes the list of smart grid stocks. This article was last updated on 8/12/21. ABB Ltd (ABB) Advanced Energy Industries (AEIS) AMSC (AMSC) Avangrid, Inc. (AGR) AZZ Incorporated (AZZ) China Ruifeng Renewable Energy Holdings Ltd (0527.HK) Companhia Paranaense de Energia - COPEL (ELP) Custom Truck One Source, Inc. (CTOS) Digi International (DGII) Echelon Corporation (ELON) EMCORE Group, Inc (EME) ESCO Technologies, Inc. (ESE) Fortis, Inc. (FTS, FTS.TO) General Electric (GE) Hammond Power Solutions Inc. (HPS-A.TO, HMDPF) Hubbell, Inc. (HUB-B, HUB-A) Itron (ITRI) Landis+Gyr Group AG (LAND.SW) MasTec Inc. (MTZ) MYR Group Inc. (MYRG) National Grid PLC (NGG) Prysmian S.P.A (PRI.MI, PRYMF) Quanta Services Inc...

Biochemicals stocks are publicly traded companies whose business involves using plant or animal based feedstocks (biomass) to create new chemicals or substitutes of existing petrochemicals, plastics, or other fossil fuel derived substances other than fuels. This post was last updated on 7/9/2021. Amyris (AMRS) BioAmber (BIOA) Bion Environmental Technologies (BNET) Circa Group AS (CIRCA.OL) Codexis (CDXS) Corbion (CRBN.AS; CSNVY) Danimer Scientific, Inc. (DNMR) Eastman Chemical Company (EMN) Global Bioenergies (ALGBE: EURONEXT) Novozymes (Copenhagen:NZYM-B; OTC:NVZMY) Royal DSM (DSM.AS; KDSKF; RDSMY) SECOS Group (SES.AX) If you know of any biochemicals stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the list that you think should...

This list was last updated on 4/27/2022. ETFs are Exchange-listed funds which pool investor's money for the purpose of making Alternative Energy investments. Exchange Traded Funds (ETFs) track a specified Alternative Energy index. This list also includes closed-end mutual funds and other pooled investments which trade on exchanges. ALPS Clean Energy ETF (ACES) ASN Groenprojectenfonds (ASNGF.AS) Bluefield Solar Income Fund (BSIF.L) Defiance Next Gen H2 ETF (HDRO) Evolve Funds Automobile Innovation Index ETF (CARS.TO) First Trust Global Wind Energy Index (FAN) First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund (GRID) First Trust NASDAQ Clean Edge Green Energy Index Fund  (QCLN) Foresight Solar Fund Limited (FSFL.L) Global X Lithium...

Wind power manufacturing stocks are publicly traded companies whose business is involved in the development or manufacture of wind power equipment. AB SKF (SKF-B.ST, SKFRY) Broadwind Energy (BWEN) China High Speed Transmission Equipment Group Co., Ltd. (0658.HK, CHSTF) General Electric (GE) Helix Wind, Corp. (HLXW) Inox Wind Limited (INOXWIND.BO) Nordex AG (NRDXF, NDX1.DE) Sauer Energy, Inc. (SENY) Siemens Gamesa Renewable Energy (GCTAF, SGRE.MC) Sif Holding NV (SIFG.AS) Suzlon Energy Limited (SUZLON.BO) Toray Industries, Inc (TRYIF, 3402.T) TPI Composites, Inc. (TPIC) Trinity Industries (TRN) Vestas (VWS.CO, VWSYF, VWDRY) Xinjiang Goldwind Science & Technology Co., Ltd. (2208.HK) If you know of any wind power manufacturing stock that is not listed here, but which should be, please let us...

Biomass stocks are publicly traded companies whose business involves growing, collecting, or using biological matter (biomass) which can be used to make some other form of energy. Biomass includes human waste, municipal solid waste, sewage sludge, as well as industrial wastes such leftover wood from logging operations. 4energy Invest (ENINV.BR) Andritz Group (ADRZF) Arcadia Biosciences, Inc. (RKDA) BioAmber (BIOA) Bion Environmental Technologies, Inc. (BNET) Bunge, Ltd. (BG) Claymore/Clear Global Timber Index (CUT) Darling Ingredients (DAR) Deltic Timber Corp. (DEL) EcoSynthetix, Inc. (ECO.TO) Enviva Partners, LP (EVA) IQ Global Agribusiness Small Cap (CROP) iShares Global Timber & Forestry Index Fund (WOOD) John Deere (DE) Market Vectors® Environmental Services ETF (EVX) Pinnacle Renewable Holdings Inc. (PL.TO) Plum Creek...

Alternative energy and clean energy mutual funds are open-ended funds that invest primarily (at least 50% of the portfolio) in the securities of clean energy and alternative energy companies.  Closed-end funds are included in the list of alternative energy and clean energy ETFs. This list was last updated on 2/20/2021. Allianz RCM Global EcoTrendsSM Fund (ADGLECO.TT) Calvert Global Energy Solutions Fund Class A (CGAEX); Class C (CGACX) Calvert Green Bond Fund (CGAFX) Ecofin Global Renewables Infrastructure Fund (ECOIX) Erste WWF Stock Environment CZK (AT0000A044X2.VI) Eventide Multi-Asset Income (ETNMX) Fidelity Select Environment and Alternative Energy Portfolio (FSLEX) Firsthand Alternative Energy (ALTEX) Gabelli ESG Fund Class AAA (SRIGX); class C (SRICX) Guinness Atkinson Alternative Energy...

Smart grid stocks are publicly traded companies that use or enable information technology to operate the electric grid more efficiently.  They are also included in the list of electric grid stocks. This list was last updated on 3/21/2022. Advanced Energy Industries (AEIS) AMSC (AMSC) Arrow Electronics (ARW) Digi International (DGII) Echelon Corporation (ELON) EnSync, Inc. (ESNC) ESCO Technologies, Inc. (ESE) Fluence Energy, Inc. (FLNC) Itron (ITRI) Kontrol Energy (KNR.CN, KNRLF) Landis+Gyr Group AG (LAND.SW) Schneider Electric (SU.PA, SBGSF, SBGSY) SMA Solar Technology (S92.DE) SolarEdge (SEDG) Superconducting Technologies, Inc. (SCON) Wallbox N.V. (WBX) If you know of any smart grid stock that is not listed here and should be, please let us know by leaving a comment. Also...

Pollution control stocks are publicly traded companies whose business involves technologies for removing or reducing the emissions of harmful pollutants, contaminants, and/or waste from human activity, or removing these pollutants from the environment or water. This article was last updated on 6/25/2020. Advanced Emissions Solutions, Inc. (ADES) Advanced Disposal Services (ADSW) Babcock & Wilcox Enterprises, Inc. (BW) Bion Environmental Technologies (BNET) Biorem Inc. (BRM.V, BIRMF) Casella Waste Systems (CWST) CECO Environmental Corp. (CECE) CDTi Advanced Materials, Inc. (CDTI) Clearsign Combustion Corp. (CLIR) CO2 Solutions, Inc. (CST.V, COSLF) Donaldson Company, Inc. (DCI) Ecolab, Inc. (ECL) EcoSphere Technologies, Inc. (ESPH) Euro Tech Holdings (CLWT) Fuel Tech (FTEK) iPath Global Carbon ETN (GRN) OriginClear (OCLN) Pacific Green Technologies Inc. (PGTK) Republic Services,...

Alternative Transportation Stocks are publicly traded companies that offer transportation options that use less fuel per passenger-mile or freight-mile than traditional options. Includes mass transit (both rail and bus), bicycles, and two wheel vehicles. A. P. Moller - Maersk Group (MAERSK-B.CO) Accell Group (ACCEL.AS) Blue Bird Corporation (BLBD) Bombardier Inc (BDRBF) Construcciones y Auxiliar de Ferrocarriles (0MK5.L) CSR Zhuzhou Electric Locomotive (ZHUZF) Canadian National Railway Company (CNI) Canadian Pacific Railway Limited (CP) CSX Corporation (CSX) Cubic Corporation (CUB) Dorel Industries (DIIBF) Firstgroup, PLC (FGP.L) Giant Manufacturing (9921.TW) Grande West Transportation Group Inc. (BUS.V) Great Lakes Dredge and Dock (GLDD) Greenbrier (GBX) L. B. Foster (FSTR) Merida Industry Co. Ltd. (9914.TW) National Express Group (NEX.L) New Flyer Industries (NFYEF, NFI.TO) Norfolk...