These are the 5 companies Bank of America just added to its quarterly list of top climate-change stock picks

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Texas Instruments (TXN)

Texas Instruments (TXN)

Market Cap: $119.4 billion

Year-to-date performance: up 35%

Sub-sector: Semiconductors

Theme exposure: Medium

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Synopsys (SNPS)

Synopsys (SNPS)

Market Cap: $20.4 billion

Year-to-date performance: up 62%

Sub-sector: Energy Efficiency - Internet of Things

Theme exposure: Medium

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Albany (AIN)

Albany (AIN)

Market Cap: $2.61 billion

Year-to-date performance: up 36%

Sub-sector: Energy Efficiency - Industrials

Theme exposure: High

Clearway Energy (CWEN)

Clearway Energy (CWEN)

Market Cap: $1.42 billion

Year-to-date performance: up 12%

Sub-sector: YieldCo

Theme exposure: High

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Sunnova Energy (NOVA)

Sunnova Energy (NOVA)

Market Cap: $786.9 million

Year-to-date performance: down 17%

Sub-sector: Solar

Theme exposure: High