E325 - 5 Climate Adaptation Stocks I’m Watching in 2026

What happens if governments, businesses and households have to spend more money adapting to a changing climate?In this video, I look at 5 high-quality companies that could benefit from long-term investment in cooling, water infrastructure, electrical grids and construction.The five stocks I'm watching are:Trane Technologies (TT) — HVAC and coolingXylem (XYL) — water infrastructureLennox International (LII) — HVACHubbell (HUBB) — electrical infrastructureVulcan Materials (VMC) — construction materialsI’ll look at each company's business quality, dividend, free cash flow growth, ROIC and valuation using Yieldr, then estimate what the potential long-term return could look like from today's price.I'm also trying to decide which of these stocks could ultimately replace my position in Global Payments (GPN).A great business can still be a bad investment if you pay too much. That's why I'm looking for the best combination of quality, valuation and long-term growth.👉 Research these stocks and compare them with the rest of the Quality Investable Universe with Yieldr: https://yieldrapp.com/📈 Full article covering all 10 stocks: https://qualityatafairprice.substack.com/p/10-potential-replacements-for-gpn?r=34wcfqThis video is for informational and educational purposes only and is not investment advice.