
CARR-7.28%9.0%

6367.T+9.82%8.0%

TT+6.43%7.0%

WSO-20.60%7.0%

FIX+114.75%6.0%

LII-32.75%6.0%

AAON-9.38%5.0%

HD-24.87%5.0%

FERG-0.41%4.0%

GNRC+0.79%4.0%

JCI+34.43%4.0%

LOW-25.49%4.0%

OC-15.97%4.0%

POOL-43.64%4.0%

VST-27.78%4.0%

GWW+28.65%3.0%

HAYW-15.35%3.0%

NRG-28.43%3.0%

000333.SHE+25.35%2.0%

6690.HK-16.97%2.0%

LESL-92.48%2.0%

YETI+14.44%2.0%

HELE+14.12%1.0%

MICC+28.22%1.0%
As of Sep 10, 2026, 5:04 AM ET
Climate Adaptation '26: Americans Beating the Heat Constituents
Carrier Global CorporationCARR | 9.0% | -1.96% | -1.43% | -8.65% | 1.22% | 9.67% | -10.02% | -10.35% | -7.28% | -17.07% | 7.99% | $47.77B |
Daikin Industries,Ltd.6367.T | 8.0% | 1.83% | 2.88% | -3.28% | 4.31% | 5.38% | 6.25% | 24.40% | 9.82% | 12.61% | -48.65% | $37.69B |
Trane Technologies plcTT | 7.0% | -0.41% | -1.07% | -6.88% | 1.15% | 14.12% | -3.93% | 27.66% | 6.43% | 28.89% | 144.64% | $97.73B |
Watsco, Inc.WSO | 7.0% | -1.98% | -0.33% | -5.19% | -1.66% | -8.07% | -25.78% | -40.51% | -20.60% | -31.64% | 20.19% | $12.76B |
Comfort Systems USA, Inc.FIX | 6.0% | -2.02% | 6.35% | -3.51% | 3.91% | 73.06% | 13.00% | 372.34% | 114.75% | 423.91% | 2160.21% | $56.84B |
Lennox International Inc.LII | 6.0% | -2.44% | -4.48% | -11.22% | -0.39% | -22.61% | -34.07% | -34.59% | -32.75% | -32.04% | 20.63% | $12.99B |
AAON, Inc.AAON | 5.0% | -3.00% | 1.52% | -13.69% | 2.35% | 1.01% | -23.89% | -6.68% | -9.38% | -12.70% | 82.46% | $6.31B |
The Home Depot, Inc.HD | 5.0% | -1.04% | -5.98% | -11.50% | -2.91% | -9.78% | -18.46% | -16.30% | -24.87% | -14.62% | 1.43% | $309.55B |
Ferguson plcFERG | 4.0% | -1.36% | -2.31% | -15.38% | 1.97% | 0.67% | -14.40% | 35.44% | -0.41% | 21.14% | 64.63% | $43.29B |
Generac Holdings Inc.GNRC | 4.0% | -1.96% | 1.46% | -9.52% | 2.79% | 36.75% | -17.26% | 45.48% | 0.79% | 30.98% | -59.04% | $10.98B |
Johnson Controls International plcJCI | 4.0% | -0.99% | 3.82% | -3.84% | 4.07% | 21.02% | 0.43% | 74.90% | 34.43% | 113.27% | 107.38% | $87.78B |
Lowe's Companies, Inc.LOW | 4.0% | -1.09% | -4.54% | -9.26% | -0.72% | -17.65% | -24.93% | -15.59% | -25.49% | -18.15% | 4.50% | $111.36B |
Owens CorningOC | 4.0% | -1.18% | -10.10% | -16.34% | -3.75% | 14.98% | 5.41% | -12.58% | -15.97% | -16.82% | 46.24% | $10.36B |
Pool CorporationPOOL | 4.0% | 0.33% | -5.40% | -10.45% | -2.65% | -21.76% | -21.22% | -44.33% | -43.64% | -47.31% | -61.60% | $6.48B |
Vistra Corp.VST | 4.0% | -0.41% | 10.22% | 5.76% | 9.43% | -6.34% | -13.11% | 18.80% | -27.78% | 102.41% | 769.78% | $50.95B |
Hayward Holdings, Inc.HAYW | 3.0% | -1.12% | -6.08% | -13.87% | -2.35% | -13.98% | -16.94% | -5.48% | -15.35% | -5.61% | -38.44% | $2.82B |
NRG Energy, Inc.NRG | 3.0% | -3.57% | 3.82% | -2.98% | 5.35% | -27.55% | -35.53% | 12.14% | -28.43% | 48.73% | 187.38% | $24.34B |
W.W. Grainger, Inc.GWW | 3.0% | -0.80% | -2.10% | -1.44% | -2.32% | 26.74% | 11.71% | 27.26% | 28.65% | 32.04% | 218.51% | $60.38B |
Haier Smart Home Co., Ltd.6690.HK | 2.0% | -0.75% | -1.03% | -0.66% | -0.94% | -14.01% | -21.25% | -11.00% | -16.97% | -4.54% | -19.55% | $24.77B |
Leslie's, Inc.LESL | 2.0% | -7.15% | -5.40% | -54.75% | -0.10% | -69.56% | -54.34% | -96.39% | -92.48% | -99.13% | -99.90% | $4.7M |
Midea Group Co., Ltd.000333.SHE | 2.0% | 1.02% | -0.04% | 1.39% | -1.55% | 20.52% | 17.47% | 35.99% | 25.35% | 65.60% | 44.48% | $97.83B |
YETI Holdings, Inc.YETI | 2.0% | -0.56% | -2.55% | -23.10% | 0.87% | -8.29% | -7.32% | 16.68% | 14.44% | 11.69% | -59.30% | $3.07B |
Helen of Troy LimitedHELE | 1.0% | -2.67% | -4.54% | -6.47% | -4.17% | 28.56% | 54.88% | -48.70% | 14.12% | -50.35% | -88.16% | $636.3M |
The Magnum Ice Cream Company N.V.MICC | 1.0% | -1.03% | -5.20% | -0.36% | -3.04% | 20.69% | 20.54% | 28.22% | 28.22% | 28.22% | 28.22% | $11.71B |
| Theme return | — | -1.28% | -0.79% | -8.81% | 1.92% | 6.99% | -8.19% | 12.29% | -1.63% | 16.28% | 61.33% | — |
| Average | 4.2% | -1.43% | -1.35% | -9.38% | 0.45% | 2.23% | -8.86% | 15.70% | -3.52% | 23.73% | 143.08% | $47.02B |
| Median | 4.0% | -1.10% | -1.76% | -7.76% | -0.24% | 0.84% | -13.75% | 3.33% | -8.33% | 3.58% | 20.41% | $24.55B |
| Std Dev | 2.1% | 1.68% | 4.49% | 11.40% | 3.28% | 27.00% | 22.21% | 82.68% | 36.85% | 95.42% | 453.35% | $64.24B |
| Min | 1.0% | -7.15% | -10.10% | -54.75% | -4.17% | -69.56% | -54.34% | -96.39% | -92.48% | -99.13% | -99.90% | $4.7M |
| Max | 9.0% | 1.83% | 10.22% | 5.76% | 9.43% | 73.06% | 54.88% | 372.34% | 114.75% | 423.91% | 2160.21% | $309.55B |
| % Positive Tickers | 12.50% | 29.17% | 8.33% | 45.83% | 54.17% | 33.33% | 50.00% | 41.67% | 50.00% | 66.67% |
About this theme
Climate Adaptation '26: Americans Beating the Heat tracks 24 publicly listed stocks in this theme. Sample tickers: CARR, 6367.T, TT, WSO, FIX, LII, AAON, HD, FERG, GNRC, JCI, LOW, and 12 more. Use the table below for the full list.