Theme

Climate Adaptation '26: Americans Beating the Heat

24 tickers$1.21T market cap
10D rank#729of 963 themes#2of 2 in Climate Adaptation
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As of Jul 27, 2026, 7:41 AM ET

Climate Adaptation '26: Americans Beating the Heat Constituents

Carrier Global CorporationCARR
9.0%-1.19%-2.05%-5.19%29.31%6.10%5.71%-15.36%$57.21B
Daikin Industries,Ltd.6367.T
8.0%0.00%-4.71%-4.31%14.47%15.41%35.12%12.82%$42.66B
Trane Technologies plcTT
7.0%-0.15%-0.94%-1.15%23.08%3.61%37.67%1.47%$106.33B
Watsco, Inc.WSO
7.0%4.25%-4.28%-7.96%11.34%-10.11%-27.95%-23.43%$14.91B
Comfort Systems USA, Inc.FIX
6.0%-5.71%-2.73%-7.43%85.00%20.79%404.92%150.69%$61.03B
Lennox International Inc.LII
6.0%-1.49%-5.85%-7.22%9.12%-7.03%-7.78%-19.82%$18.83B
AAON, Inc.AAON
5.0%-3.53%-8.02%-10.78%36.23%2.64%25.86%24.75%$8.41B
The Home Depot, Inc.HD
5.0%1.88%-2.05%-5.71%-3.86%-13.11%-10.80%-11.86%$332.02B
Ferguson plcFERG
4.0%1.46%-1.14%1.22%4.63%-11.03%40.77%3.54%$44.74B
Generac Holdings Inc.GNRC
4.0%-2.16%-8.52%-23.79%51.02%-8.62%60.67%31.21%$11.89B
Johnson Controls International plcJCI
4.0%1.22%-0.14%0.17%21.12%0.51%75.04%29.81%$87.47B
Lowe's Companies, Inc.LOW
4.0%2.34%-0.50%-6.89%-14.31%-21.90%-12.17%-8.89%$116.43B
Owens CorningOC
4.0%5.87%2.97%-2.31%31.45%20.51%-0.06%0.83%$11.46B
Pool CorporationPOOL
4.0%-0.10%-12.82%-15.09%-19.46%-18.90%-42.70%-42.79%$6.70B
Vistra Corp.VST
4.0%-3.86%2.54%6.07%0.70%-6.58%27.73%-15.48%$55.09B
Hayward Holdings, Inc.HAYW
3.0%4.27%-5.38%-11.46%-2.75%-6.09%6.86%-0.50%$3.13B
NRG Energy, Inc.NRG
3.0%-1.37%1.93%0.16%-11.44%-21.19%37.08%-9.94%$29.76B
W.W. Grainger, Inc.GWW
3.0%0.44%0.18%2.63%36.12%19.98%36.68%30.31%$65.28B
Haier Smart Home Co., Ltd.6690.HK
2.0%-1.11%4.53%6.61%-13.03%-20.35%-9.99%-16.02%$25.05B
Leslie's, Inc.LESL
2.0%1.50%-59.09%-85.91%-18.18%22.73%-90.29%-88.67%$11.6M
Midea Group Co., Ltd.000333.SHE
2.0%-0.32%4.02%9.47%17.28%14.31%32.33%29.95%$95.04B
YETI Holdings, Inc.YETI
2.0%2.17%8.14%4.01%15.90%17.12%47.45%31.74%$3.82B
Helen of Troy LimitedHELE
1.0%6.07%4.59%-2.97%33.98%61.39%-46.55%18.08%$663.1M
The Magnum Ice Cream Company N.V.MICC
1.0%0.06%-4.11%-1.88%11.99%11.85%18.97%18.97%$10.92B
Theme return0.06%-3.59%7.50%19.33%2.40%25.24%7.12%
Average4.2%0.44%-3.89%-7.07%14.57%3.00%26.86%5.48%$50.37B
Median4.0%0.03%-1.59%-3.64%13.23%1.58%22.42%1.15%$27.40B
Std Dev2.1%2.85%12.43%17.95%23.90%18.88%86.97%40.74%$68.20B
Min1.0%-5.71%-59.09%-85.91%-19.46%-21.90%-90.29%-88.67%$11.6M
Max9.0%6.07%8.14%9.47%85.00%61.39%404.92%150.69%$332.02B
% Positive Tickers50.00%33.33%33.33%70.83%54.17%62.50%54.17%

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About this theme

Climate Adaptation '26: Americans Beating the Heat tracks 24 publicly listed stocks in this theme. Sample tickers: 000333.SHE, 6367.T, 6690.HK, AAON, CARR, FERG, FIX, GNRC, GWW, HAYW, HD, HELE, and 12 more. Use the table below for the full list.

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