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15 handpicked stocks

Planetary Resilience Portfolio

Companies building the critical infrastructure and technologies our world needs to adapt to increasing climate volatility. These stocks represent leaders in climate resilience solutions, carefully selected by professional analysts for their focus on protecting communities and essential systems.

Author avatar

Han Tan | Market Analyst

Published on June 18

Your Basket's Financial Footprint

Summary of total market capitalisation and cap breakdown for investor interpretation.

Key Takeaways for Investors
  • Large-cap dominance generally implies lower volatility and closer tracking to broad-market performance.
  • Suitable as a core holding to provide stable exposure rather than speculative, concentrated beta.
  • Expect steady, long-term appreciation rather than short-term explosive gains.
Total Market Cap
  • HASI: $3.52B

  • PL: $3.98B

  • GWRS: $288.19M

  • Other

About This Group of Stocks

1

Our Expert Thinking

As climate change intensifies, demand for adaptation solutions becomes non-negotiable. This collection focuses on companies creating the technologies and infrastructure that help communities withstand environmental shocks - from advanced monitoring systems to sustainable water management and reinforced physical structures.

2

What You Need to Know

This portfolio spans diverse sectors but shares a common purpose: enabling society to function despite climate volatility. These companies are positioned to benefit from increasing public and private investment in climate resilience, creating potential for sustained growth as adaptation becomes essential worldwide.

3

Why These Stocks

Each company was selected because its core business directly supports climate adaptation. The curation prioritizes leaders in resilient construction, resource sustainability, and environmental monitoring who are already seeing increased demand for their solutions due to recent surges in infrastructure funding.

Why You'll Want to Watch These Stocks

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Rising From Necessity

Unlike optional innovations, climate resilience is becoming mandatory worldwide. These companies provide solutions that communities and businesses simply cannot function without as extreme weather intensifies.

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Following The Money Flow

Governments and corporations are directing unprecedented funding toward climate adaptation infrastructure. This financial wave is already boosting demand for the specialized solutions these companies provide.

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Tomorrow's Essential Providers

As environmental volatility increases, these companies are positioned to become as fundamental to our society as utilities. Their services transition from "nice-to-have" to "can't-live-without" with each climate event.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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