Virgin Money Climate Change Fund

Percentage holding: 7.2%

Company type: Leader

Microsoft is cutting its environmental footprint through efficient cloud infrastructure that reduces hardware, energy use, and emissions. It has committed to becoming carbon negative by 2030, removing more carbon than it emits. Through its $1 billion Climate Innovation Fund, Microsoft is also scaling next-generation carbon removal solutions.

Percentage holding: 6.2%

Company type: Solution Provider

NVIDIA has a transformative role in enabling energy-efficient technologies, driving sustainable innovation, and supporting global decarbonization efforts. Its GPUs are central to AI and high-performance computing, offering over 50x energy efficiency compared to traditional CPUs for AI workloads, which significantly reduces data centre emissions. The company powers the most energy-efficient supercomputer on the Green500 list and has committed to 100% renewable electricity across its global operations. NVIDIA’s Earth-2 initiative uses generative AI to simulate climate models, aiding climate science and resilience planning.

Percentage holding: 3.6%

Company type: Solution Provider

SSE is driving the UK's clean energy transition, with over 80% of capital spend going into grids, renewables, and efficiency. It's building more offshore wind than any other company worldwide, set to deliver over 25% of the UK's offshore wind target. SSE is also investing in critical grid infrastructure, boosting resilience and supporting net zero goals.

Percentage holding: 3.6%

Company type: Leader

AstraZeneca aims to be carbon neutral by 2025, and carbon negative by 2030. They're investing up to $1 billion in clean energy, green chemistry and sustainable innovation. As a climate leader in pharma, they're embedding sustainability into its core strategy and research and development.

Percentage holding: 3.5%

Company type: Solution Provider

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest dedicated semiconductor foundry, making chips designed by others. Its advanced production enables higher chip density and lower power use, boosting efficiency. By improving semiconductors, TSMC helps cut energy consumption in data centres, AI, and other technologies.

Percentage holding: 3.3%

Company type: Solution Provider

As the second-largest plastic recycler in North America, Advanced Drainage Systems (WMS) demonstrates a compelling circular economy strategy. By integrating recycled materials into its pipe manufacturing, the company diverts over 510 million pounds of plastic from landfills annually, resulting in virtually zero waste and positioning itself as a net positive recycler. Its core products—primarily pipes—have long displaced more environmentally harmful alternatives such as reinforced concrete and PVC, helping to avoid 304,000 tonnes of greenhouse gas emissions. With a product portfolio designed around majority recycled content, a mission to protect water resources, and a proven ability to quantify environmental impact.

Percentage holding: 3.2%

Company type: Solution Provider

Broadcom is a global technology leader whose products play a vital role in enabling sustainable digital infrastructure. It designs and manufactures semiconductors and software that power data centres, broadband networks, and enterprise systems—technologies that support energy-efficient connectivity and low-carbon digital transformation. Broadcom's products include network modules, fibre optics, and wireless access points enabling efficient digital connectivity, which supports low carbon economic growth.

Percentage holding: 3.2%

Company type: Solution Provider

Trane is driving smart building innovation with energy-efficient heating, ventilation, and air conditioning (HVAC) and low-emission technologies. Its 2030 and 2050 climate goals guide research and development across operations, product use, and lifecycle impact. In 2024, Trane launched 190 new products to help cut 1 billion metric tons of customer emissions by 2030.

Percentage holding: 3.1%

Company type: Solution Provider

Autodesk's design software helps construction and manufacturing projects optimise resources and cut waste. By integrating digital tools early, it reduces material use and boosts efficiency. Its solutions support more sustainable building, tackling the 30% of materials typically wasted on sites.

Percentage holding: 3.1%

Company type: Solution Provider

Tetra Tech is a global consulting firm leading projects in clean water, environmental restoration, and disaster resilience. Its work supports biodiversity, nature-based solutions, and climate-adapted infrastructure. From water supply to sustainable buildings, Tetra Tech helps build a more resilient future.