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

Market Cap: $119.4 billion

Year-to-date performance: up 35%

Sub-sector: Semiconductors

Theme exposure: Medium

Market Cap: $20.4 billion

Year-to-date performance: up 62%

Sub-sector: Energy Efficiency - Internet of Things

Theme exposure: Medium

Market Cap: $2.61 billion

Year-to-date performance: up 36%

Sub-sector: Energy Efficiency - Industrials

Theme exposure: High

Market Cap: $1.42 billion

Year-to-date performance: up 12%

Sub-sector: YieldCo

Theme exposure: High

Market Cap: $786.9 million

Year-to-date performance: down 17%

Sub-sector: Solar

Theme exposure: High