EnerNOC shares will move higher with less volatility once the uncertainty surrounding regulation declines, said Bruce Jenkyn-Jones, Head of Listed Equities at Impax Asset Management. Jenkyn-Jones added that the smart grid services provider is on the leading edge of the 'internet of things' as it helps consumers optimize their household energy use. He is also bullish on Trimble Navigation's stock, saying the company has been volatile due to lower crop prices, but the secular trend toward precision farming will help it in the long term. Finally, Jenkyn-Jones is positive on Ecolab due to its high barrier to entry.