Impact-darling on top yet again with solar stock following closely, but sector still struggeling

The CO2 & Carbon Capture sector stood out as the best-performing sector in the past week. Multiple companies entered into new collaborations, agreements on expansion of production, and loan agreements that made them rise into the top 10 performing companies. New companies have moved into the top 10 yet again. The average return last week was negative at -1.6%.

NORDIC | IMPACT Helps you to invest more sustainably in the businesses of tomorrow. We track the development of more than 100 Nordic impact companies within multiple impact sectors from small to large cap.

CO2 & Carbon Capture sector stands out

The CO2 & Carbon Capture sector delivered the best return of 5%, while Mobility and Energy Production Equipment & Services also made small increases. The return of the CO2 & Carbon Capture sector was driven by Enersize (33%) (Nordnet) and ChromoGenics (9%) (Nordnet). Enersize has been very volatile year-to-date with big swings up and down. Year-to-date, the Nordic impact stocks have, on average, delivered a negative return of 14%.

Overview of the performance of each sector the past week

TOP 10 IMPACT STOCKS OF THE WEEK

Enersize (Nordnet) became the best stock of the week with a 33% increase. The stock has been the best performer multiple times this year becoming sort of an impact-darling although small trades have made big stock prices moves. Midsummer (Nordnet), a manufacturer of thin-film solar panels, rose 30% after they entered into collaboration with Sopreme, which is one of the world’s largest manufacturers of roofing materials. Spinnova (Nordnet), a developer of technology for making textile fibre out of wood or waste, rose 11% after they signed an LOI with Suzano for a new production facility. Finally, Waste Plastic Upcycling (Nordnet), which makes systems for plastic recycling, announced full commercial production of their Faarvejle facility as well as a new loan financing for additional investments. The average return of the top 10 impact stocks last week was 17,4%.

The 10 best-performing stocks in the past week

TOP 10 IMPACT STOCKS OF THE YEAR

Enersize (Nordnet), making services to reduce energy consumption in industrial compressed air systems, is the best performer yet again. Nordic Aqua Partners (Nordnet), a Norway-based salmon farming company, fell to the second place after being the best last week. Compared to last week, Green Hydrogen Systems (Nordnet), Proximar Seafood (Nordnet), and Tomra Systems (Nordnet) entered the top 10 best-performing stocks of the year. The current average return of the top 10 stocks year-to-date is 32,7%.

Top 10 best-performing impact stocks of the year

All sectors year-to-date

Waste Management

The waste management sector, characterized by its essential and non-cyclical nature, often presents a stable investment opportunity with long-term potential, driven by increasing environmental awareness, regulatory demands, and the growing need for efficient waste disposal and recycling solutions. Despite this, the majority of the stocks have performed negatively this year. Scandinavian Enviro Systems, Agilyx, Tomra Systems, Quantafuel, and EcoRub have delivered 10%+ returns year-to-date. Renewcell (regeneration of textile fibers) is removed from the list as they filed for bankruptcy last week.

Waste Management – YTD

Energy Production & Storage

The Energy Production and Storage sector offers substantial investment opportunities, as it stands at the forefront of the transition towards renewable energy sources, driven by climate concerns and technological advancements. However, year-to-date, only 2 stocks have delivered a positive return.

Energy Production & Storage – YTD

Energy Production Equipment & Services

The Energy Production Equipment & Services provides technical equipment and machines to other energy-producing companies such as Ørsted. The sector is to some extent influenced by oil and gas price fluctuations and industry trends. Year to date, Ferroamp, Green Hydrogen Systems, Midsummer and Volue are doing great with 10%+ returns.

Energy Production Equipment & Services – YTD

Power2X & Fuel Cells

The Power-to-X and Fuel Cells sector offers exciting investment opportunities in the evolving landscape of clean and sustainable energy technologies, but investors should also be mindful of the evolving regulatory and competitive landscape in this rapidly advancing field. Only Hynion and Biokraft International have delivered a positive return year-to-date.

Power2X & Fuel Cells – YTD

Food & Beverages

The food and beverages sector is heavily driven by consumer demand and having strong brands is a major advantage. Investors should consider factors such as changing consumer preferences, health and sustainability trends, and global supply chain dynamics to identify promising opportunities. Year to date, three stocks have delivered +10% return.

Food & Beverages – YTD

CO2 & Carbon Capture

The CO2 and Carbon Capture sector presents compelling investment opportunities for companies capturing and removing carbon dioxide from the atmosphere. It is a small sector comprising only 6 stocks, with Enersize Oyj as the best-performing year-to-date by a large margin.

CO2 & Carbon Capture sector YTD

Mobility

The mobility sector includes among others ride-sharing platforms and the development of electric vehicles to lower emissions and costs for consumers while increasing flexibility. Mobility is the smallest sector we track with totalling 5 stocks. Donkey Republic is the only company with a positive return year-to-date.

Mobility YTD

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