Hydrogen & clean fuels
Hydrogen and fuel cells, and lower-carbon fuels such as renewable natural gas, renewable diesel, ethanol and sustainable aviation fuel.
Some energy uses are hard to run on electricity, which creates demand for lower-carbon fuels. This theme covers hydrogen and fuel cells, renewable natural gas, renewable diesel, ethanol and sustainable aviation fuel.
Companies
34
Core
23
With a moat
15%
Average quality
23
0 wide moat · 5 narrow moat · 28 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| BE Bloom Energy Corp | Core | Renewable Energy & Clean Tech | Narrow | 30 | $66.9B |
| BLDP Ballard Power Systems Inc. | Core | Renewable Energy & Clean Tech | None | 8 | $2.5B |
| ANDE Andersons, Inc. | Core | Food Products | None | 30 | $2.2B |
| PLUG PLUG POWER INC | Core | Renewable Energy & Clean Tech | None | 11 | $1.9B |
| REX REX AMERICAN RESOURCES Corp | Core | Renewable Energy & Clean Tech | None | 50 | $1.3B |
| FCEL FUELCELL ENERGY INC | Core | Renewable Energy & Clean Tech | None | 11 | $1.0B |
| GPRE Green Plains Inc. | Core | Renewable Energy & Clean Tech | None | 24 | $992M |
| CLNE Clean Energy Fuels Corp. | Core | Midstream & Pipelines | None | 28 | $311M |
| MNTK Montauk Renewables, Inc. | Core | Gas & Water Utilities | None | 27 | $298M |
| GEVO Gevo, Inc. | Core | Renewable Energy & Clean Tech | None | 17 | $282M |
| OPAL OPAL Fuels Inc. | Core | Midstream & Pipelines | None | 24 | $274M |
| ALTO Alto Ingredients, Inc. | Core | Renewable Energy & Clean Tech | None | 25 | $270M |
| HYSR SUNHYDROGEN, INC. | Core | Semiconductors | None | 16 | $115M |
| AMTX AEMETIS, INC | Core | Renewable Energy & Clean Tech | None | 6 | $99M |
| SAFX XCF Global, Inc. | Core | Renewable Energy & Clean Tech | None | 13 | $66M |
| LNZA LanzaTech Global, Inc. | Core | Commercial & Environmental Services | None | 10 | $65M |
| VGAS Verde Clean Fuels, Inc. | Core | Chemicals | None | 21 | $45M |
| BIOF BLUE BIOFUELS, INC. | Core | Renewable Energy & Clean Tech | None | 1 | $36M |
| WPRT WESTPORT FUEL SYSTEMS INC. | Core | Renewable Energy & Clean Tech | None | 17 | $30M |
| NEWH NewHydrogen, Inc. | Core | Renewable Energy & Clean Tech | None | 16 | $25M |
| CLNV Clean Vision Corp | Core | Renewable Energy & Clean Tech | None | 9 | $12M |
| HNOI HNO International, Inc. | Core | Electric & Multi-Utilities | None | 15 | $4M |
| HGAS Global Gas Corp | Core | Chemicals | None | 16 | $1M |
| VLO VALERO ENERGY CORP/TX | Partial | Integrated Oil, Refining & Marketing | Narrow | 41 | $124.8B |
| ADM Archer-Daniels-Midland Co | Partial | Food Products | Narrow | 39 | $38.8B |
| DAR DARLING INGREDIENTS INC. | Partial | Food Products | Narrow | 46 | $9.4B |
| CLMT Calumet, Inc. /DE | Partial | Integrated Oil, Refining & Marketing | None | 14 | $4.9B |
| KBR KBR, INC. | Partial | Professional & Business Services | Narrow | 44 | $4.7B |
| CSANY Cosan S.A. | Partial | Specialty Retail | — | 36 | $3.9B |
| AGRO Adecoagro S.A. | Partial | Food Products | None | 34 | $1.2B |
| AMRC Ameresco, Inc. | Partial | Construction & Engineering | None | 29 | $1.0B |
| FF FutureFuel Corp. | Partial | Renewable Energy & Clean Tech | None | 24 | $247M |
| HTOO Fusion Fuel Green PLC | Partial | Renewable Energy & Clean Tech | None | 5 | $60M |
| ANNA AleAnna, Inc. | Partial | Electric & Multi-Utilities | None | 34 | $11M |
34 companies.
Price versus fair value for every company is in the screener.