CARR-2.97%9.0%
6367.T+11.96%8.0%
TT+8.70%7.0%
WSO-27.65%7.0%
FIX+107.21%6.0%
LII-33.65%6.0%
AAON-16.12%5.0%
HD-28.13%5.0%
FERG-2.63%4.0%
GNRC+28.14%4.0%
JCI+44.37%4.0%
LOW-25.26%4.0%
OC-14.68%4.0%
POOL-47.83%4.0%
VST-29.14%4.0%
GWW+34.99%3.0%
HAYW-19.64%3.0%
NRG-41.87%3.0%
000333.SHE+23.74%2.0%
6690.HK-21.24%2.0%
LESL-97.38%2.0%
YETI+18.50%2.0%
HELE+2.20%1.0%
MICC+21.75%1.0%
As of Oct 2, 2026, 9:55 PM ET
Climate Adaptation '26: Americans Beating the Heat Constituents
Carrier Global CorporationCARR | 9.0% | -0.18% | 3.42% | -0.75% | 3.50% | 8.16% | -11.26% | -11.59% | -2.97% | -30.30% | 11.07% | $45.44B |
Daikin Industries,Ltd.6367.T | 8.0% | -1.91% | -1.06% | -0.42% | -1.91% | 1.39% | 2.23% | 19.69% | 11.96% | -4.59% | -38.33% | $36.27B |
Trane Technologies plcTT | 7.0% | 1.08% | 5.16% | 5.12% | 0.32% | 18.29% | -0.42% | 32.32% | 8.70% | 20.14% | 178.07% | $102.07B |
Watsco, Inc.WSO | 7.0% | -1.22% | -8.63% | -3.71% | -1.22% | -11.72% | -28.72% | -42.87% | -27.65% | -38.21% | 21.91% | $12.25B |
Comfort Systems USA, Inc.FIX | 6.0% | 2.63% | 6.21% | 10.63% | 2.42% | 84.94% | 20.75% | 404.76% | 107.21% | 339.33% | 2274.73% | $60.82B |
Lennox International Inc.LII | 6.0% | -1.15% | -2.43% | -3.03% | 0.61% | -25.31% | -36.37% | -36.88% | -33.65% | -39.43% | 24.91% | $12.31B |
AAON, Inc.AAON | 5.0% | 1.20% | 4.07% | 10.70% | 0.27% | 8.20% | -18.48% | -0.04% | -16.12% | -22.00% | 91.52% | $6.82B |
The Home Depot, Inc.HD | 5.0% | 0.14% | -7.02% | -10.87% | 0.51% | -17.49% | -25.43% | -23.45% | -28.13% | -30.92% | -7.05% | $282.03B |
Ferguson plcFERG | 4.0% | 0.83% | 1.96% | 1.93% | 1.81% | 1.70% | -13.52% | 36.82% | -2.63% | 17.06% | 73.55% | $43.31B |
Generac Holdings Inc.GNRC | 4.0% | 4.28% | 5.65% | 20.51% | 4.77% | 59.73% | -3.35% | 69.94% | 28.14% | 37.20% | -46.46% | $12.76B |
Johnson Controls International plcJCI | 4.0% | 2.95% | 7.13% | 12.66% | 3.36% | 31.00% | 8.71% | 89.33% | 44.37% | 107.92% | 144.10% | $94.64B |
Lowe's Companies, Inc.LOW | 4.0% | -0.86% | -5.73% | -7.50% | 1.35% | -23.35% | -30.13% | -21.43% | -25.26% | -32.51% | -5.19% | $101.38B |
Owens CorningOC | 4.0% | 1.08% | -5.10% | -10.46% | 2.66% | 7.41% | -1.53% | -18.33% | -14.68% | -30.54% | 44.59% | $9.53B |
Pool CorporationPOOL | 4.0% | 0.47% | -4.49% | -12.00% | 0.22% | -29.19% | -28.70% | -49.61% | -47.83% | -55.41% | -60.84% | $5.88B |
Vistra Corp.VST | 4.0% | 0.19% | 2.27% | 0.10% | 2.75% | -10.99% | -17.42% | 12.90% | -29.14% | 5.89% | 796.52% | $47.21B |
Hayward Holdings, Inc.HAYW | 3.0% | 1.31% | -4.02% | -9.02% | 1.31% | -19.74% | -22.50% | -11.81% | -19.64% | -16.72% | -42.73% | $2.63B |
NRG Energy, Inc.NRG | 3.0% | -1.75% | -5.35% | -12.46% | 0.33% | -38.93% | -45.66% | -5.47% | -41.87% | 1.71% | 160.96% | $20.09B |
W.W. Grainger, Inc.GWW | 3.0% | -0.11% | 1.49% | 0.21% | 0.45% | 27.60% | 12.47% | 28.12% | 34.99% | 24.87% | 233.52% | $60.45B |
Haier Smart Home Co., Ltd.6690.HK | 2.0% | -0.79% | 0.86% | -3.78% | -0.79% | -18.05% | -24.95% | -15.18% | -21.24% | -36.34% | -16.56% | $23.60B |
Leslie's, Inc.LESL | 2.0% | -13.27% | -67.02% | -71.99% | -13.27% | -91.17% | -86.75% | -98.95% | -97.38% | -99.73% | -99.96% | $1.4M |
Midea Group Co., Ltd.000333.SHE | 2.0% | 0.00% | -3.04% | -7.71% | 0.00% | 12.32% | 9.47% | 26.73% | 23.74% | 22.24% | 39.08% | $91.13B |
YETI Holdings, Inc.YETI | 2.0% | -1.21% | -4.77% | 0.12% | 0.31% | -6.04% | -5.06% | 19.53% | 18.50% | 0.69% | -52.47% | $3.10B |
Helen of Troy LimitedHELE | 1.0% | -0.41% | -11.77% | -8.99% | -3.09% | 22.45% | 47.51% | -51.15% | 2.20% | -56.55% | -88.12% | $622.8M |
The Magnum Ice Cream Company N.V.MICC | 1.0% | 1.75% | -5.98% | -8.49% | 5.73% | 14.61% | 14.46% | 21.75% | 21.75% | 17.16% | 17.16% | $10.70B |
| Theme return | — | 0.03% | -1.77% | -3.08% | 0.37% | 1.88% | -12.57% | 6.91% | -6.51% | -3.80% | 64.33% | — |
| Average | 4.2% | -0.21% | -4.09% | -4.55% | 0.52% | 0.24% | -11.86% | 15.63% | -4.44% | 4.21% | 152.25% | $45.21B |
| Median | 4.0% | 0.07% | -2.74% | -3.37% | 0.48% | 1.55% | -12.39% | -2.75% | -8.82% | -10.66% | 19.53% | $21.85B |
| Std Dev | 2.1% | 3.10% | 14.05% | 16.38% | 3.49% | 33.59% | 25.90% | 90.39% | 38.53% | 80.39% | 475.84% | $59.52B |
| Min | 1.0% | -13.27% | -67.02% | -71.99% | -13.27% | -91.17% | -86.75% | -98.95% | -97.38% | -99.73% | -99.96% | $1.4M |
| Max | 9.0% | 4.28% | 7.13% | 20.51% | 5.73% | 84.94% | 47.51% | 404.76% | 107.21% | 339.33% | 2274.73% | $282.03B |
| % Positive Tickers | 50.00% | 41.67% | 37.50% | 75.00% | 54.17% | 29.17% | 45.83% | 41.67% | 45.83% | 58.33% |
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