August 23, 2007 – the 316 sustainable energy stocks we track have significant market capitalization, $202.9 Billion USD as of today. To provide some meaningful size and profitabity reference to the traditional oil and gas business we include XOM’s returns. But how big is XOM?   The answer is big, $464.5 Billion USD big as of today, or  2.3 times the size of the entire sector Camino tracks.  As an investment the return on XOM in 2006 was outstanding and while it is not as robust YTD it is outperforming all the broad based indices we track.  Our take away?  There is a lot of room for growth in sustainable energy businesses and as investors these stocks require the same discipline as any other investment.  Â