Public Equity

25% of the economy accounts for nearly all emissions

90% of public company emission (scope 1 & 2) are derived from five sectors (adding in the automotive sector) which account for 25% of the market.

Transition economics drives future income

A $100 price of carbon wipes out the profitability from the majority of US energy, materials, transport, utilities, and food companies.

Transitioning Titans Portfolio

This is our current public equity portfolio of 31 leading decarbonizers in the highest emitting sectors – industrials, materials, utilities and transport.

Transitioning Titan Stories

Here are six examples of large companies leading their sectors decarbonization efforts by making large investments in low carbon technology, processes and products. The 31 companies in the current portfolio are estimated to emit over 3 gigatons of CO2e today, and are expected to remove nearly 2 gigatons by 2040 (based on TNI’s ‘haircuts’ on the companies emissions targets).