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17 handpicked stocks

The North Ablaze: Investing In Wildfire Resilience

This carefully selected group of stocks offers exposure to companies tackling Canada's unprecedented wildfire crisis. Our professional analysts have identified businesses positioned to benefit from increased spending on wildfire suppression, air quality solutions, and carbon monitoring technologies.

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Han Tan | Market Analyst

Published on July 21

About This Group of Stocks

1

Our Expert Thinking

Canada's severe wildfire season is creating urgent, non-discretionary demand for climate adaptation solutions. This crisis is driving government and private investment into specialized companies across firefighting, environmental monitoring, air quality, and carbon management sectors.

2

What You Need to Know

This investment theme focuses on companies providing critical solutions to escalating wildfire challenges. These businesses operate across the entire response chain, from firefighting and protective equipment to air filtration and carbon measurement technologies.

3

Why These Stocks

These companies were selected for their specialized capabilities in addressing different aspects of wildfire response and recovery. They represent tactical opportunities in a growing market where climate-related disasters are increasing the demand for adaptive technologies.

Why You'll Want to Watch These Stocks

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Climate Crisis Creates Opportunity

As wildfire seasons worsen, governments are being forced into urgent, non-discretionary spending on prevention and recovery. These companies are positioned to capture this growing, recession-resistant funding.

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Clean Air Is Non-Negotiable

With millions exposed to dangerous smoke conditions, air quality solutions are becoming essential infrastructure rather than luxury goods. Public health demands are driving innovation and adoption across these companies.

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Carbon Accountability Is Coming

The massive, underestimated carbon release from these fires highlights the need for better measurement technology. Companies in this space are developing solutions that governments and businesses increasingly can't afford to ignore.

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

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