I am aware of the high US exposure, which is one of their...

I am aware of the high US exposure, which is one of their strengths and weaknesses. The tech run up has served them well, but the reverse may prove challenging. I understand why they're heavy into tech because not so challenging to reduce your carbon footprint. I laughed hysterically when the Atlassian guys showed their anger at Australia's lack of progress in the climate debate, because it's we easy to throw rocks when you are a software company. Different if you are making stuff though, as you have a narrower path to walk.
it goes without saying or it should. much more respectable to get on with business and make a difference by doing rather than speaking.