Stocks Held By Clean-Tech ETFs

Jim Avera (jim.avera at gmail)

Here are all publicly-traded (in the U.S.) stocks held by any ETF listed in Cleantechnica's " Cleantech ETFs". Some of those ETFs hold securities not available to the public.

Ticker Co. Name My Synopsis (click)
AAPL Apple Inc. Their own “walled garden” of everything: Phones, computers, and now maybe cars, and all manner of subscription services
ABMD Abiomed Inc “temporary percutaneous mechanical circulatory” equip (emergency pump for heart-failure patients)
ADI Analog Devices Inc Analog & Digital signal-processing ICs
ADSK Autodesk Inc CAD software, incl automotive
ALB Albemarie Corp Specialty chemicals incl Li battery materials (also petrol refining, pharma, ag)
ALRM Holdings Inc Security & energy management hw & sw & cloud services
AMBA Ambraella Inc video/image processing for autonomy e.g. stereo vision, terrain mapping
AMD Advanced Micro Devices x86, GPUs, SoC.
ANSS Ansys Inc Design/simulation software
APTV Aptiv PLC Formerly Delphi Automotive; car electrical & network equipment, connectors, controls, infotainment etc.
BIDU Baidu Inc ADR Search; “the Chinese Google”
BLNK Blink Charging Co. Residential & commercial EVSE; cloud services (mgmt, payment, end-user app)
CREE Cree Inc. Lighting LEDs; power & RF chips
DQ Daqo New Energy Corp ADR China. Polysilicon manuf (ingots & wafers)
ENPH Enphase Energy Inc. Microinverters and residential battery storage. More residential than commercial. Controversy over short attack claiming accounting fraud in 2020 (IMO not clearly valid, but not yet debunked either)
ETN Eaton Corp PLC Wiring devices. Electric, hydraulic, mechanical controls; aerospace; auto & truck “powertrain” systems
FCEL FuelCell Energy Inc “tri-generation” (thermal, electricity, hydrogen)
FSLR First Solar Inc. PV solar modules
GOOGL Alphabet Inc. Leading developer of core AI technology as well as applications
INTC Intel Corp Interesting bc they own Mobileye. Past X86 hegenomy threatened by ARM-based chips from Apple and Microsoft, and eventually non-captive makers
LTHM Livent Corp Lithium processor (not miner); battery LiOH etc
LYFT Lyft Inc Class A TaaS ridesharing. Robotaxi wanna-be.
MAXN Maxeon Solar Technologies Ltd PV cells & panels (Singapore; plants in France, Malaysio, Mexico, Philippines; JV with China)
MCHP Microchip Technology Inc Digital & mixed analog IC manufacturing & IP licensing
MSFT Microsoft Corp Computer software, including AI
MTLS Materialise NV ADR Belgium. 3D-print software and additive manufacturing Services
NEP NextEra Energy Part. Renewable power generation & NG pipelines (Limited Partnership – hassle if owned in taxable accounts)
NIO NIO Inc (ADR) Big Chinese EV maker
NPIFF Northland Power Inc Clean power genation & infrastructure in Canada & Europe
NVDA NVIDIA Corp Graphics, GPUs, probably leads AI car computing hw for non-Tesla auto makers
ON ON Semiconductor Cp Power control, camera, sensor ICs
PFPT Proofpoint Inc IT – Security-as-a-service
PLUG Plug Power Inc. Hydrogen fuel cells for off-road & stationary
PWR Pquanta Services Inc Contract services for elec pwr & oil/gas infrastructure deployment
QCOM Qualcomm Inc Mobile wireless ICs (used in phones, autos, IoT) & network infrastructure
RUN Sunrun, Inc. Residential solar installer & owner/financier
SCCO Southern Copper Corp Copper mining. Also molybdenum, silver, zinc, gold, coal
SEDG SolarEdge Technolg Inverters, power optimizers, storage
SPWR SunPower Corp Residential solar & storage
TPIC TPI Composites Inc Wind turbine blades
TRMB Trimble Inc ? Electronic instruments ?
TSLA Tesla, Inc. Hrm.. well, everything (cars, charging infrastructure, battery cells, solar, res- & utility-scale storage, maybe mining soon)
TSM Taiwan Semiconductor Manufacturing Co. (ADR) Worlds leading IC fab outside Intel
TXN Texas Instruments Inc Mainstream IC maker. Digital & analog, auto safety, touchscreen controllers, motor drivers, DSPs
UAVS AgEagle Aerial Systems Drones for agriculture. Mapping.
XYL Xylem Inc Water & wastewater tech & infrastr