Companies covered: CRH PLC (NYSE:CRH), Construction Partners Inc. (NASDAQ:ROAD), Knife River Corp. (NYSE:KNF), MDU Resources Group, Inc. (NYSE:MDU), DuPont de Nemours Inc. (NYSE:DD), Ecolab Inc. (NYSE:ECL), Tesla Motors, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Corteva Inc. (NYSE:CTVA), Louisiana-Pacific Corporation (NYSE:LPX), Beacon Roofing Supply, Inc. (NASDAQ:BECN), West Fraser Timber Co. Ltd. (NYSE:WFG), Accsys Technologies PLC (OTCMKTS:ACSYF), Danimer Scientific, Inc. (NYSE:DNMR), ESGL Holdings Ltd. (NASDAQ:ESGL), Matrix Service Company (NASDAQ:MTRX), SenesTech Inc. (NASDAQ:SNES), Sterling Infrastructure, Inc. (NASDAQ:STRL)
Companies covered: Rivian Automotive Inc. (NASDAQ:RIVN), Tesla Motors, Inc. (NASDAQ:TSLA), Lucid Group Inc. (NASDAQ:LCID), Albemarle Corporation (NYSE:ALB), First Solar, Inc. (NASDAQ:FSLR), SunPower Corporation (NASDAQ:SPWR), Sunrun Inc. (NASDAQ:RUN), Fluence Energy Inc. (NASDAQ:FLNC), Bloom Energy Corp. (NYSE:BE), Itron, Inc. (NASDAQ:ITRI), Volkswagen AG (ADR) (OTCMKTS:VWAGY), MP Materials Corp. (NYSE:MP), QuantumScape Corporation (NYSE:QS), Wallbox N.V. (NYSE:WBX), Nextracker Inc. (NASDAQ:NXT), Sunnova Energy International (NYSE:NOVA), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Duke Energy Corporation (NYSE:DUK), GE Vernova Inc. (NYSE:GEV), Array Technologies Inc. (NASDAQ:ARRY), Shoals Technologies Group Inc. (NASDAQ:SHLS), Aris Water Solutions, Inc. (NYSE:ARIS), E3 Lithium Ltd. (OTCMKTS:EEMMF), Electrovaya Inc. (NASDAQ:ELVA), FuelCell Energy, Inc. (NASDAQ:FCEL), Nano One Materials Corp. (OTCMKTS:NNOMF), Plug Power, Inc. (NASDAQ:PLUG), REX American Resources Corporation (NYSE:REX)
Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), United Airlines Holdings (NASDAQ:UAL), Alaska Air Group, Inc. (NYSE:ALK), Airbus SE (OTCMKTS:EADSY), American Airlines Group, Inc. (NASDAQ:AAL), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Huntington Ingalls Industries, Inc. (NYSE:HII), SES AI Corp. (NYSE:SES), Teledyne Technologies Incorporated (NYSE:TDY), Spire Global Inc. (NYSE:SPIR), Rocket Lab USA Inc. (NASDAQ:RKLB), Astra Space Inc. (NASDAQ:ASTR), Planet Labs PBC (NYSE:PL), BlackSky Technology Inc. (NYSE:BKSY), Seraphim Space Investment Trust plc (LON:SSIT), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Astronics Corporation (NASDAQ:ATRO), Helios Technologies, Inc. (NYSE:HLIO), Ideal Power Inc. (NASDAQ:IPWR)
Companies covered: Consolidated Edison Inc (NYSE:ED), Entergy Corporation (NYSE:ETR), NiSource, Inc (NYSE:NI), Portland General Electric Company (NYSE:POR), PG&E Corporation (NYSE:PCG), Edison International (NYSE:EIX), Duke Energy Corporation (NYSE:DUK), WEC Energy Group Inc (NYSE:WEC), Southern Company (The) (NYSE:SO), IDACORP, Inc. (NYSE:IDA), CenterPoint Energy, Inc. (NYSE:CNP), NextEra Energy, Inc. (NYSE:NEE), Air Products and Chemicals, Inc. (NYSE:APD), Linde PLC (NYSE:LIN), Enphase Energy, Inc. (NASDAQ:ENPH), Bloom Energy Corp. (NYSE:BE), Energy Recovery, Inc. (NASDAQ:ERII), Emeren Group Ltd. (NYSE:SOL), Plug Power, Inc. (NASDAQ:PLUG), World Kinect Corporation (NYSE:WKC), Flux Power Holdings, Inc. (NASDAQ:FLUX), Lifezone Metals Ltd. (NYSE:LZM), Cadiz, Inc. (NASDAQ:CDZI), Consolidated Water Co. Ltd. (NASDAQ:CWCO), Global Water Resources Inc. (NASDAQ:GWRS)
Companies covered: Core & Main Inc. (NYSE:CNM), Summit Materials Inc. (NYSE:SUM), Martin Marietta Materials, Inc. (NYSE:MLM), CRH PLC (NYSE:CRH), Vulcan Materials Company (NYSE:VMC), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Trex Company, Inc. (NYSE:TREX), Construction Partners Inc. (NASDAQ:ROAD), Arcosa Inc. (NYSE:ACA), Eagle Materials Inc (NYSE:EXP), Builders FirstSource, Inc. (NASDAQ:BLDR), AZEK Company Inc. (NYSE:AZEK), Pool Corporation (NASDAQ:POOL), Hillman Solutions Corp. (NASDAQ:HLMN), Karat Packaging Inc. (NASDAQ:KRT), LKQ Corporation (NASDAQ:LKQ), GFL Environmental Inc. (NYSE:GFL), Clean Harbors, Inc. (NYSE:CLH), Rollins, Inc. (NYSE:ROL), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Danimer Scientific, Inc. (NYSE:DNMR), Lightwave Logic, Inc. (NASDAQ:LWLG), Matrix Service Company (NASDAQ:MTRX), Minerals Technologies Inc. (NYSE:MTX), SenesTech Inc. (NASDAQ:SNES), Sterling Construction Company Inc (NASDAQ:STRL), Sterling Infrastructure, Inc. (NASDAQ:STRL), Worthington Industries, Inc. (NYSE:WOR)
