Sustainability Stocks

As of 12 October 2026, these are the largest sustainability stocks in ERTH by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.

Sustainability Stocks vs the S&P 500

Over the week to 12 October 2026, ERTH fell 0.4% while the S&P 500 rose 0.4%. The table compares ERTH and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means ERTH won that window.

Are sustainability stocks expensive?

Under half of the weight in ERTH has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.

ERTH holdings: the sustainability stocks inside

This list covers the 151 largest sustainability stocks in ERTH, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 22 of the 45 sustainability stocks Zensei prices in ERTH beat the fund over the past month. 6 of them beat the S&P 500. The strongest is SHLS (SHLS); the weakest is PSNY (PSNY). Inside the fund, one or two outliers drive most of the move.

All 151 ERTH holdings by weight: Tesla (TSLA) 5.7%, NVIDIA (NVDA) 5.5%, Digital Realty Trust Inc (DLR) 5.1%, BYD Co Ltd 4.8%, Vestas Wind Systems AS 4.7%, First Solar Inc (FSLR) 3.1%, Kingspan Group PLC 2.6%, Weyerhaeuser Co (WY) 2.4%, Rivian Automotive (RIVN) 2.1%, Scentre Group 1.9%, LG Energy Solution Ltd 1.8%, Nextpower Inc (NXT) 1.8%, Capitaland Integrated Commercial Trust 1.7%, Enlight Renewable Energy Ltd 1.6%, Darling Ingredients Inc (DAR) 1.5%, Klepierre 1.4%, Mowi ASA 1.4%, Advanced Drainage Systems Inc (WMS) 1.4%, Applied Digital (APLD) 1.1%, LI Auto Inc 1.0%, Xpeng Inc 1.0%, MTR Corp Ltd 1.0%, NIO Inc 1.0%, Nordex SE 0.9%, Nextdc Ltd 0.9%, Alstom SA 0.9%, Merlin Properties Socimi SA 0.9%, Ormat Technologies Inc (ORA) 0.9%, Nippon Building Fund Inc 0.9%, Suzano SA 0.9%, Vornado Realty Trust (VNO) 0.9%, Tritax Big Box 0.7%, EDP Renewables SA 0.7%, Japan Real Estate Investment Corp 0.7%, Cousins Properties Inc (CUZ) 0.7%, Suzlon Energy Ltd 0.7%, GDS Holdings Ltd 0.7%, Henderson Land Development Co Ltd 0.7%, Enphase Energy Inc (ENPH) 0.7%, Louisiana-Pacific Corp (LPX) 0.7%, Meritage Homes Corp (MTH) 0.7%, BYD Co Ltd 0.6%, Berkeley Group Holdings (The) PLC 0.6%, West Fraser Timber Co.Ltd (WFG) 0.6%, Salmar ASA 0.6%, Embassy Office Parks REIT 0.6%, Badger Meter Inc (BMI) 0.6%, GLP J-Reit 0.6%, Kilroy Realty Corp (KRC) 0.5%, Nippon Prologis REIT Inc 0.5%, Clearway Energy Inc (CWEN) 0.5%, Highwoods Properties Inc (HIW) 0.5%, Gecina NOM 0.5%, Bellway PLC 0.5%, Orix Jreit Inc 0.5%, Covivio SA 0.4%, KB Home (KBH) 0.4%, Sims Ltd 0.4%, Rockwool AS 0.4%, Invesco Shrt-Trm INV GOV&AGCY Instl (AGPXX) 0.4%, Waaree Energies Ltd 0.3%, Solaredge Technologies Inc (SEDG) 0.3%, Signify NV 0.3%, Sunrun Inc (RUN) 0.3%, Big Yellow Group PLC 0.3%, Japan Prime Realty Investment Corp 0.3%, Keppel REIT 0.3%, Stadler Rail AG Registered 0.3%, China Everbright Environment Group Ltd 0.3%, Mitsui Fudosan Logistics Park Inc 0.3%, Interface Inc (TILE) 0.3%, Energix-Renewable Energies Ltd 0.3%, Frasers Centrepoint Trust 0.3%, Kingsoft Cloud Holdings Ltd 0.3%, First Capital REIT 0.3%, Sungrow Power Supply Co Ltd 0.3%, Douglas Emmett Inc (DEI) 0.3%, Japan Logistics Fund Inc 0.2%, Solaria Energia Y Medio Ambiente SA 0.2%, Lasalle Logiport REIT 0.2%, Taiwan High Speed Rail Corp 0.2%, Grenergy Renovables SA 0.2%, SHLS 0.2%, China Conch Venture Holdings Ltd 0.2%, ERG SPA 0.2%, Eurocommercial Properties NV 0.2%, Premier Energies Ltd 0.2%, Fabege AB 0.2%, REX American Resources Corp (REX) 0.2%, Aeon REIT Investment Corp 0.2%, Piedmont Realty Trust Inc (PDM) 0.2%, Mercialys SA 0.2%, Mori Hills REIT Investment Corp 0.2%, SMA Solar Technology AG 0.2%, Xinyi Solar Holdings Ltd 0.2%, Solv Energy Inc (MWH) 0.2%, Lendlease Global Commercial REIT 0.2%, American Assets Trust Inc (AAT) 0.2%, Xplr Infrastructure LP (XIFR) 0.1%, CS Wind Corp 0.1%, Acme Solar Holdings Ltd 0.1%, Inwido AB 0.1%, Japan Excellent Inc 0.1%, OLA Electric Mobility Ltd 0.1%, T1 Energy Inc (TE) 0.1%, Beazer Homes USA Inc (BZH) 0.1%, Beijing Enterprises Water Group Ltd 0.1%, Global One Real Estate Investment Corp 0.1%, SK Eternix Co Ltd 0.1%, Seres Group Co Ltd 0.1%, Lucid Group Inc SHS (LCID) 0.1%, SLC Agricola SA 0.1%, JBG Smith Properties (JBGS) 0.1%, Energy Vault Holdings Inc (NRGV) 0.1%, Canfor Corp 0.1%, Inox Wind Ltd 0.1%, Sigma Lithium Corp (SGML) 0.1%, Recticel SA 0.1%, Lighthouse Properties PLC 0.1%, Verbio SE 0.1%, China Overseas Grand Oceans Group Ltd 0.1%, Array Technologies Inc (ARRY) 0.1%, Ballard Power Systems Inc (BLDP) 0.1%, Century Iron and Steel Industrial Co Ltd 0.1%, Techno Electric & Engineering Co Ltd 0.1%, Tuya Inc (TUYA) 0.1%, Olectra Greentech Ltd 0.1%, Champion Real Estate Investment Trust 0.1%, Emmvee Photovoltaic Power Ltd 0.1%, Brandywine Realty Trust (BDN) 0.1%, Dubai Taxi Co 0.1%, Acen Corp 0.1%, Finolex Industries Ltd 0.1%, Platzer Fastigheter Holding AB 0.1%, PSNY 0.1%, Jinko Solar Co Ltd 0.1%, Mahindra Lifespace Developers Ltd 0.1%, West Holdings Corp 0.1%, Powerx Inc 0.1%, Cromwell Property Group 0.1%, KPI Green Energy Ltd 0.1%, Flat Glass Group Co Ltd SHS -H- 0.1%, Jinkosolar Holding Co Ltd DR (JKS) 0.1%, Kempower Corp 0.0%, Whitefiber Inc (WYFI) 0.0%, Inox Green Energy Services Ltd 0.0%, Waaree Renewable Technologies Ltd 0.0%, Xinyi Energy Holdings Ltd 0.0%, Energiekontor AG 0.0%, Singapore Dollar 0.0%, Indian Rupee 0.0%.

Sustainability Stocks: common questions