Ethical & Sustainable Investing News to Profit By!

Ron Robins
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These podcasts will help you find stocks, funds, and bonds that reflect YOUR personal values. Each podcast is filled with top analyst investment picks encompassing the best sustainability, ESG, and ethics traits. My name is Ron Robins and I've been following this style of investing since the 1970s. Now it's mainstream because it can be very profitable too! Beginning in 1969, I held investment industry positions in investment analysis, over-the-counter stock trading, and global private equity sales. And for almost two decades I've been a leading writer and tutor in ethical, sustainable, and socially responsible investing (SRI). I've been interviewed or quoted in The Wall Street Journal, MarketWatch, Forbes, The Financial Post, BNN, The Globe & Mail, and numerous other media. In 2002, I founded the globally popular and highly respected ethical investing website, Investing for the Soul. Now, it's my pleasure to help you with these podcasts to be successful in profitably applying your personal values to your investments. And, please subscribe to my RSS feed and my blog.

  1. 5D AGO

    March 2026 Sustainable Stock and ETF Picks

    March 2026 Sustainable Stock and ETF Picks. Includes an article with a terrific ranking of companies by their ethical standards. By Ron Robins, MBA Transcript & Links, Episode 165, March 27, 2026 Hello, Ron Robins here. Welcome to my podcast episode 165, published on March 27, 2026, titled "March 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 18 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. The other 15 can be found on the webpage for this podcast edition, along with their titles and links. ------------------------------------------------------------- The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com In this episode, I begin with an article on an investment sector at the core of most ethical and sustainable investors' portfolios: renewable energy. The article's title is The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com. It's by Reuben Gregg Brewer. Here are some quotes on each of his picks. "1) Brookfield Renewable is 100% clean (BEP)(BEPC) Brookfield Renewable has exposure to hydroelectric, solar, wind, battery storage, and nuclear power… The assets… are spread across North America, South America, Europe, and Asia. If you are looking for a simple way to participate in the shift toward clean energy, Brookfield Renewable is a good choice… The one wrinkle is that you can buy Brookfield Renewable in two different ways. The partnership share class offers a distribution yield of 5.2% while the corporate share class has a dividend yield of 3.8%. They represent the same business and have the same dividend payment; the difference is that the corporate shares are in higher demand among institutional investors. Small investors should feel comfortable with the partnership. 2) NextEra Energy is a giant in two businesses (NEE) NextEra Energy operates one of the largest regulated electric utilities in the United States. That is the foundation on which it has built one of the largest solar and wind power businesses in the world. This combination has led to 11% annualized dividend growth over the past decade. Half that rate of dividend growth would be considered good for a utility. NextEra Energy's dividend yield is 2.7%, which is actually above the utility average of nearly 2.5%... That said, management is calling for dividend growth to slow to a still very healthy 6% in 2027 and 2028. 3) TotalEnergies mixes the old with the new (TTE) TotalEnergies will be the hardest sell as a clean energy investment because it is an integrated energy giant. That means that it is a vertically integrated oil and natural gas business. If you only want clean energy, you probably won't want to buy TotalEnergies." End quotes. ------------------------------------------------------------- 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com My second article has some unusual investing options for many investors coming to my podcasts. It's titled 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com and is by Noor Ul Ain Rehman. Here are some quotes from the article. "We first sifted through relevant threads on Reddit to compile a list of the best ethical companies and then selected the top 11 that were the most popular among elite hedge funds as of Q3 2025. We sourced the hedge fund data from Insider Monkey's database. The stocks are ranked in ascending order of hedge fund sentiment… All data was recorded on March 17… ​Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 11. The Hershey Company (NYSE:HSY) Morgan Stanley lifted the price target on The Hershey Company to $247 from $238 on March 16, maintaining an Overweight rating on the shares. The firm told investors that it believes the market is overly focused on pricing rollback risk and is underestimating the earnings recovery from cocoa normalization beginning in the second half of 2026 and accelerating into 2027. 10. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) On March 16, Cognizant Technology Solutions Corporation announced the launch of Cognizant AI Factory, which is a multi-tenant, enterprise-grade offering powered by Dell Technologies (DELL) and NVIDIA AI (NVDA) infrastructure and software platform. Management stated that the Cognizant AI Factory is designed to help organizations scale artificial intelligence more securely, efficiently, and responsibly, and aims at unifying the management of the AI lifecycle in a single environment. 9. Kimberly-Clark Corporation (NASDAQ:KMB) Piper Sandler cut the price target on Kimberly-Clark to $114 from $133 on March 13 and maintained an Overweight rating on the shares. The firm told investors that the company's Q1 top-line momentum is tracking in line with what it had expected, with costs hedged roughly nine months out, securing roughly the balance of 2026. However, Piper also stated that if increased oil costs persist, there could be a risk to the outlook for 2027… Kimberly-Clark sells its products under various brands, including Kleenex, Scott, Cottonelle, DryNites, Huggies, and others. 8. Ecolab Inc. (NYSE:ECL) March 16, Ecolab was upgraded to Buy from Hold by Berenberg, with the firm adjusting the price target on the stock to $326 from $300. Berenberg told investors in a research note that (Ecolab) will raise prices across all products, services, and geographies by 10%-14%, adding that it anticipates the price increases to be implemented swiftly and become a 'sticky component of Ecolab's structural pricing, rather than being rolled back'. The firm views Ecolab as a net inflation beneficiary… Ecolab offers hygiene, water, and infection prevention solutions and services. 7. FedEx Corporation (NYSE:FDX) On March 10, JPMorgan lifted the price target on FedEx to $424 from $294 while maintaining a Neutral rating on the shares. The firm told investors that it updated the company's model ahead of the earnings report. 6. Accenture plc (NYSE:ACN) TD Cowen cut the price target on Accenture to $275 from $282 on March 16, maintaining a Buy rating on the shares. The firm told investors that it updated its model ahead of the fiscal Q2 results, saying that, considering raised macro uncertainty and no clear end in sight with the Iran conflict, it believes that it is now reasonable that Accenture could just leave its FY26 growth guide as is… Accenture is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. 5. Salesforce, Inc. (NYSE:CRM) March 16, Salesforce, announced the commencement of the prepayment and initial delivery of around 103 million shares under its previously announced $25 billion accelerated share repurchase (ASR) agreements. The company entered into these agreements on March 11, 2026, with certain financial institutions. Management stated that the transaction marks the largest accelerated share repurchase in history, and represents the immediate execution of half of the $50 billion aggregate Share Repurchase Program authorized by Salesforce's Board of Directors in February 2026. Salesforce, designs and develops cloud-based enterprise software for customer relationship management. 4. ServiceNow, Inc. (NYSE:NOW) ServiceNow, was upgraded to Outperform from Neutral by BNP Paribas on March 16, with the firm setting a $140 price target. The rating update came the same day ServiceNow, announced an expansion of its partnership with Carahsoft Technology Corp. to extend availability to the ServiceNow AI Platform across Carahsoft's full reseller ecosystem in the U.S. and Canada… ServiceNow, offers an AI platform for business transformation, boosting productivity and maximizing business outcomes. 3. Micron Technology, Inc. (NASDAQ:MU) On March 16, TD Cowen lifted the price target on Micron Technology, to $500 from $450 and maintained a Buy rating on the shares. The firm told investors that it updated its model ahead of the company's fiscal Q2 earnings, where a strong beat is expected. TD Cowen also said that while it continues to see upside to the buy-side view even after earnings, the majority of the long-term stock returns could be driven by re-rating… Micron Technology, provides innovative memory and storage solutions. 2. Eli Lilly and Company (NYSE:LLY) Eli Lilly was downgraded to Reduce from Hold by HSBC on March 17, with the firm bringing the price target on the stock down to $850 from $1,070. The firm told investors in a research note that it believes expectations for the total addressable market for obesity are elevated at over $150 billion, and the market is likely to be in the range of $80 billion -$120 billion by 2032, with price competition 'likely to be significant'. Eli Lilly develops, manufactures, discovers, and sells pharmaceutical products. 1. Mastercard Incorporated (NYSE:MA) Mastercard announced on March 17 a definitive agreement for the acquisition of BVNK for up to $1.8 billion, including $300 million in contingent payments. BVNK is a leader in stablecoin infrastructure. Management stat

    22 min

  2. FEB 27

    February 2026 Sustainable Stock and ETF Picks

    February 2026 Sustainable Stock and ETF Picks. Includes an article on the most sustainable companies by sustainable revenues, and more. By Ron Robins, MBA Transcript & Links, Episode 164, February 27, 2026 Hello, Ron Robins here. Welcome to my podcast episode 164, published on February 27, 2026, titled "February 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 20 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. The other 17 can be found on the webpage for this podcast edition, along with their titles and links. ------------------------------------------------------------- Clean200 companies hit $2.8 trillion in sustainable revenues I'm starting this episode with one of my favourite rankings. It's titled the Clean200 companies hit $2.8 trillion in sustainable revenues on corporateknights.com. The introduction is by CK Staff. Here are some quotes from the introduction. "Since 2016, the shareholder-advocacy non-profit As You Sow and Corporate Knights have zeroed in on total sustainable revenues at public companies worldwide in order to show both the share and scale of sustainable revenues in absolute terms. 'The Clean200 follows revenues, not rhetoric,' Toby Heaps, CEO of Corporate Knights and report co-author, said in a statement. 'Even when politics turns hostile, markets continue to reward companies that are supplying what the global economy is structurally demanding – clean power, electrification, efficiency, and resilient infrastructure'… On average, more than half the revenue (53.7%) at Clean200 companies is sustainable… whereas companies in the MSCI All Country World Index (ACWI) generate only 16.7% of their revenue from sustainable activities… From July 1, 2016, to January 26, 2026, the Clean200 portfolio returned 282.9%, compared with 221.3% for the MSCI ACWI. The fossil fuel benchmark, meanwhile, returned a much slimmer 111%... Methodology The Clean 200 is selected from 8,229 eligible companies, of which 103 were excluded. The list employs a wide range of negative screens to exclude: for example, fossil-fired utilities or big banks and insurers financing fossil fuel companies, as well as for-profit prisons, weapons makers and others… The United States and China have 69 companies on the list between them, 41 and 28 respectively. Five years ago, the United States had 46 companies on the list, and China had 17, which suggests a subtle but marked rebalancing trend. About half the list consists of 'middle power' countries: Japan (15), France (12), Canada (11), Germany (11), Spain (8), Brazil (8), South Korea (7), Denmark (7), United Kingdom (5), Sweden (5) and India (5). Sixteen other countries share the remaining 14.5% of the list, underscoring how widely distributed the clean‑economy opportunity has become." End quotes. The top five companies are Apple Inc. (AAPL), Amazon.com Inc. (AMZM), Microsoft Corp. (MSFT), Tesla Inc. (TSLA), and Contemporary Amperex Technology Co. Ltd. (C7A0.DU ). However, I suggest investors also look at the 'pure-play' companies, those with the highest sustainable revenue ratio! ------------------------------------------------------------- The Best Sustainable Funds and ETFs to Buy This second article is from one of the top investment sites and is titled The Best Sustainable Funds and ETFs to Buy on morningstar.com. It's by a well-respected analyst and writer, Leslie P. Norton. She compiled some comments from two analysts. Here are some quotes from her article. "We screened for the lowest-cost primary share classes with a Medalist Rating of Gold and 100% analyst coverage. All the funds on the list carry the ESG Intentional Investment tag and have at least $100 million in assets. All data is as of Feb. 3. Because the screen was created with the lowest-cost share class for each fund, some may be listed with share classes that are not accessible to individual investors outside of retirement plans, or they may be aimed at institutional investors and require large minimum investments. The individual investor versions of those funds may carry higher fees, reducing returns to shareholders. Medalist Ratings may differ among the share classes of a fund. Morningstar expects the highly rated sustainable funds on this list to outperform their peers over a full market cycle. But though all these funds fall under the same theme, they may practice different strategies and behave differently. Investors need to do their homework to understand exactly what a particular fund invests in before buying. 1) Boston Trust SMID Cap Fund (BTSMX) by Eric Schultz, analyst Fund Size: $746.4 million Morningstar Category: US Fund Mid-Cap Blend Morningstar Medalist Rating: Gold Prospectus Net Expense Ratio: 0.75% Morningstar assigns… a High rating to its parent company, Boston Trust Walden… The $746.4 million fund has gained 0.49% over the past year, while the average fund in its category is up 9.56%. The fund, launched in November 2011, has climbed 5.60% over the past three years and 7.63% over the past five. The managers focus on identifying strong small- and mid-cap businesses with durable and predictable earnings profiles that also have reasonable valuations… The strategy has recently trailed the Russell 2500 benchmark as the rally after early April 2025 was led by lower-quality businesses that the strategy typically avoids, as they tend to underperform higher-quality businesses over longer periods. Read Morningstar's full report on the Boston Trust SMID Cap Fund. 2) Boston Trust Walden Small Cap Fund (BOSOX) by Eric Schultz, analyst Fund Size: $1.1 billion Morningstar Category: US Fund Small Blend Morningstar Medalist Rating: Gold Prospectus Net Expense Ratio: 1.00% This $1.1 billion fund has lost 1.88% over the past year, while the average fund in its category is up 11.16%. The Boston Trust Walden fund, launched in December 2005, has climbed 4.01% over the past three years and 7.01% over the past five. The strategy (which has an impact mandate) focuses on identifying strong small-cap businesses with durable and predictable earnings profiles that also have reasonable valuations… The strategy's long-term performance was impressive. From the mutual fund's December 2005 inception through July 2025, total and risk-adjusted returns on its sole share class beat the category average and Russell 2000 Index by wide margins. Read Morningstar's full report on the Boston Trust Walden Small Cap Fund. 3) PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT) by Paul Olmsted, senior analyst Fund Size: $211.1 million Morningstar Category: US Fund Ultrashort Bond Morningstar Medalist Rating: Gold Prospectus Net Expense Ratio: 0.24% Morningstar assigns a High rating to the PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund management team and an Above Average rating to its parent company, PIMCO… The $211.1 million fund has gained 4.65% over the past year, while the average fund in its category is up 4.72%. The PIMCO fund, launched in December 2019, has climbed 5.27% over the past three years and 3.22% over the past five. Veteran leadership, specialized short-term expertise, effective collaboration, and a time-tested process makes Pimco Enhanced Short Maturity Active ESG ETF a best-in-class selection among ultrashort bond peers… While the ETF extensively uses derivatives, Pimco has consistently proved its ability to manage these instruments effectively. Read Morningstar's full report on the PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund." End quotes. ------------------------------------------------------------- Green ETFs to Watch as Global Energy Transition Investment Crosses $2T My third article is titled Green ETFs to Watch as Global Energy Transition Investment Crosses $2T on theglobeandmail.com. It's by Zacks Investment Research. "1. iShares Global Clean Energy ETF (ICLN) This fund, with net assets worth $2.17 billion, offers exposure to 102 companies that produce energy from solar, wind, and other renewable sources. Its top three holdings include: Bloom Energy (BE) (10.91%), a fuel cell technology proprietor, Nextpower (NXT) (9.63%), a smart solar tracker manufacturer, and First Solar (FSLR), a prominent solar panel producer.  iShares Global Clean Energy ETF has surged 66.8% over the past year. The fund charges 39 basis points (bps) as fees. 2. ALPS Clean Energy ETF (ACES) This fund, with net assets worth $122.9 million, offers exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector, including renewables and clean technology. Its top three holdings include Albemarle Corp. (ALB) (6.60%), a supplier of critical lithium compounds used in energy storage batteries; Nextpower (NXT) (5.94%); and Enphase Energy (ENPH) (5.80%), a leading manufacturer of solar microinverters that also provides energy storage management solutions. ALPS Clean Energy ETF has soared 44.3% over the past year. The fund charges 55 bps as fees. 3. Invesco WilderHill Clean Energy ETF (PBW) This fund, with a market value worth $784.4 million, offers exposure to 63 stocks of companies that are publicly traded in the United States an

    21 min

  3. JAN 22

    January 2026 Sustainable Stock and ETF Picks

    January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading gene

    25 min

  4. 12/18/2025

    December 2025 Sustainable Stock and ETF Picks

    December 2025 Sustainable Stock and ETF Picks. Covers America's most responsible companies, AI infrastructure and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 162, December 19, 2025 Hello, Ron Robins here. Welcome to my podcast episode 162, published on December 19, 2025, titled "December 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 8 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (1) In this edition, I'm starting with a ranking of responsible companies. It's titled America's Most Responsible Companies 2026 on rankings.newsweek.com. It's by Newsweek and Statista. Here are some quotes from the introduction by Jennifer H. Cunningham. "According to a study by The Roundup, 84 percent of customers say that they are deterred from companies with poor environmental practices, and 62 percent 'always or often' specifically look for products that are sustainable. That is why Newsweek is proud to partner with Statista for the seventh time to present America's Most Responsible Companies 2026, highlighting 600 companies that are taking action each day to uphold their social responsibility.  This ranking is built on an evaluation of company CSR/ESG or sustainability reports, financial reports, history of lawsuits and 2024 top polluter indexes from the Political Economy Research Institute. Additionally, over 30 KPIs were researched from the three areas of ESG—environmental, social and governance performance. Companies included in this ranking are American Tower (AMT), Ingersoll Rand (IR), Las Vegas Sands (LVS), NVIDIA (NVDA), and Tapestry (TPR )." End quotes The top five companies in the ranking are NVIDIA (NVDA), Mastercard (MA), Palo Alto Networks (PANW), Ecolab (ECL), and T-Mobile (TMUS). ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (2) As renewable energy companies make gains, this article reviews some top companies in the sector. The article is titled Top 7 companies offering digital transformation solutions for renewable energy on azbigmedia.com. It's by Eric Kelly. Here are some of his comments. "1. DXC Technology (DXC) builds Distributed Energy Resource Management Systems – DERMS for short. What that means in plain English: software that can juggle thousands of solar panels, wind turbines, and batteries at once. Their renewable energy digital services do real-time forecasting and balancing. When a cloud covers a solar farm, the system already knows and has adjusted before anyone notices a flicker. They use predictive analytics to figure out what's going to happen hours or days ahead, which matters when you're trying to keep the lights on for millions of people. 2. Siemens Energy (ENR.DE) Their Omnivise Digital Solutions covers pretty much everything – from the moment you build a power plant to the day you tear it down decades later. They make distributed control systems that pull data from every sensor, every turbine, every transformer, and show it all in one place. What's interesting is their edge computing for substations. Instead of sending all data to some central cloud and waiting for instructions, the processing happens right there on-site. Milliseconds matter when you're managing a grid. Siemens is also deep into green hydrogen tech. They're working on projects in over 100 countries and their equipment generates about half the world's electricity. 3. Schneider Electric (SU.PA) built EcoStruxure. It connects hardware, software, and services to optimize energy use in buildings, factories, and grids. Their new One Digital Grid Platform uses AI to manage planning, operations, and asset management all in one place. The AI automatically catches when the digital model of a grid doesn't match reality – like when someone forgot to update the system after installing new equipment. Sounds simple, but that kind of mismatch causes real problems. 4. ABB (ABBNY) make robotic systems for manufacturing solar panels, complete instrumentation packages for solar and wind plants, and the smart grid systems that tie it all together. Their battery storage solutions are particularly interesting. BESS-as-a-Service means companies can use battery systems without buying them outright. For industrial users trying to cut electricity costs during peak hours, that's huge. You get energy independence without the capital expenditure. ABB supplies converters for the world's biggest offshore wind farms and generators for hydroelectric plants. 5. GE Vernova (GEV) is the spinoff from General Electric that focuses purely on power generation and grid management. They generate about 25% of the world's electricity through their installed base of 2200 GW worth of equipment.  Their Grid Orchestration Software uses AI to predict demand, optimize energy flow, and integrate all those distributed resources we keep talking about. Their Advanced Asset Performance Management system pulls data from information systems, operational systems, and engineering models to help people make faster decisions. GE Vernova partnered with Amazon Web Services to accelerate cloud migration and bring generative AI into energy infrastructure. 6. IBM Energy and Utilities (IBM) brings Watson and AI expertise to energy. Their Maximo platform manages assets, and Watson handles the heavy data analytics. They're using AI to forecast renewable energy production, optimize maintenance schedules, and manage distributed resources. IBM is also experimenting with quantum computing for modeling complex energy systems. Their blockchain platforms enable peer-to-peer energy trading – imagine selling excess solar power from your roof directly to your neighbor. They build digital twins that simulate how turbines, transformers, and entire grids will behave under different conditions. 7. Accenture (ACN) isn't selling hardware or software directly. They're consultants who help energy companies figure out their entire digital transformation strategy. Sometimes the problem isn't technology – it's knowing which technology to use and how to implement it without disrupting your business. They work with industry leaders on IoT, Big Data, AI, and cloud solutions. Their approach covers operational excellence, asset management, customer experience, and decarbonization. Renewable energy digital services from Accenture include predictive maintenance for wind and solar farms, platforms for managing virtual power plants, and real-time carbon emission monitoring. They also help companies integrate ESG principles into operations and reporting." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (3) This next article is titled Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell on finance.yahoo.com. It's by Zacks Equity Research. Now, some quotes from the article. "1. FuelCell Energy (FCEL) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants. In September 2025, the company announced its fiscal third-quarter results. The company reported a loss of 95 cents per share, which improved 45% year over year. The company's top line also improved 97% year over year to $46.74 million. The Zacks Consensus Estimate for FuelCell Energy's fiscal 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for fiscal 2026 earnings implies 51.3% growth year over year. The company currently carries a Zacks Rank #2 (Buy). 2. OPAL Fuels (OPAL) Based in New York, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market. During the third quarter, the company produced renewable natural gas of nearly 1.3 million Metric Million British Thermal units (MMBtu), which was up 30% year over year. The Fuel Station Services segment sold, dispensed, and serviced an aggregate of 38.9 million GGEs of transportation fuel for the three months ended Sept. 30, 2025, reflecting an increase of 1% year over year. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 21.8% from the previous year's reported figure. The estimate for 2025 earnings implies 128.6% growth from the previous year's reported figure. The company currently carries a Zacks Rank #2. 3. Bloom Energy (BE) Based in San Jose, CA, the company generates and distributes renewable energy. On Oct. 28, 2025, Bloom Energy announced its third-quarter results. It reported earnings of 15 cents per share against a loss of a cent in the year-ago quarter. The company's top line also improved 57.3% year over year to $519 million. The Zacks Consensus Estimate for 2025 sales implies an improvement of 28.6% from the previous year's reported figure. The consensus estimate for 2025 earnings implies 92.9% growth from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold).

    22 min

  5. 11/20/2025

    November 2025 Sustainable Stock and ETF Picks

    November 2025 Sustainable Stock and ETF Picks… Includes stocks in the following sectors: hydrogen, AI infrastructure, wind, and climate transition. By Ron Robins, MBA Transcript & Links, Episode 161, November 21, 2025 Hello, Ron Robins here. Welcome to my podcast episode 161, published on November 21, 2025, titled "November 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 17 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- (1) A Look at 7 Hydrogen Energy Stocks: Trillion-Dollar Market Ignites Green Investment Boom I'm starting this podcast with an article on an energy segment that not many ethical and sustainable investors have much exposure to. Yet, it could be of interest to many. The article is titled A Look at 7 Hydrogen Energy Stocks: Trillion-Dollar Market Ignites Green Investment Boom. It's by Caroline Kong and on nai500.com. Here are some quotes. "With technological advancements and policy support, this vast market, with a potential scale of $11 trillion, is maturing at an accelerated pace. 1. Linde (LIN) has not only mastered efficient hydrogen compression and safe refueling technologies but also reduces the carbon footprint of hydrogen through carbon capture. The company's recent 100-megawatt renewable hydrogen plant project in partnership with Shell, expected to be operational by 2027, demonstrates its commitment to industrial layout. 2. Air Products (APD) is even more aggressive, currently operating over 100 hydrogen production plants worldwide with a daily capacity of 7 million kilograms. Its NEOM green hydrogen project in Saudi Arabia is 80% complete and expected to commence operation in 2027. The company is also advancing an $8 billion blue hydrogen project in Louisiana, a $3.3 billion blue hydrogen project in Canada, and a $360 million green hydrogen project in Arizona set to come online in 2026. 3. BP (BP) has positioned hydrogen energy as a key pillar of its strategy to achieve net-zero by 2050. The company plans to invest in 5-7 hydrogen and carbon capture projects globally. Its Lingen project in Germany, expected to be operational by 2027, aims to produce up to 11,000 tons of green hydrogen annually. However, BP recently canceled its HyGreen Teesside project, the UK's first planned green hydrogen project, and exited a planned project in Australia, reflecting the challenges the industry still faces on the path to commercialization. 4. Plug Power (PLUG) has deployed 72,000 fuel cell systems and operates 275 refueling stations in North America. The company is building an end-to-end green hydrogen ecosystem, with multiple green hydrogen production facilities expected to be operational before 2028. In October 2025, the company delivered its first 100-megawatt electrolyzer to Galp's refinery in Europe, signifying international recognition of its technology. 5. Bloom Energy (BE) stands out with its revolutionary solid oxide technology. The company's Bloom Electrolyzer is 15% to 45% more efficient than comparable products on the market, making it particularly suitable for decarbonizing energy-intensive industries like steel and chemicals. A recent collaboration with Oracle on powering data centers for AI workloads has opened up new growth avenues. The company has reported record revenue and profits for three consecutive quarters, demonstrating strong growth momentum. 6. Cummins (CMI) is deeply engaged in the hydrogen sector through its zero-emissions technology business unit, Accelera. In October 2025, the company successfully tested a prototype hydrogen-powered internal combustion engine in an intercity bus made by a Turkish-Japanese automotive joint venture, performing as well as a natural gas engine with significantly lower emissions. Simultaneously, it is supplying a 100-megawatt PEM electrolyzer for BP's project in Germany, showcasing its strength in hydrogen equipment manufacturing. 7. FuelCell Energy (FCEL) focuses on distributed baseload energy solutions, with its proprietary carbonate fuel cell and solid oxide electrolyzer technologies drawing attention. The company is developing large-scale hydrogen production systems based on solid oxide electrolyzers, targeting large manufacturing plants and data centers." End quotes. ------------------------------------------------------------- (2) 3 AI Infrastructure Stocks Solving the Power Crisis The second article features three stocks in an industry undergoing massive investment. The article is titled 3 AI Infrastructure Stocks Solving the Power Crisis. It's by George Budwell and found on fool.com. Here are some quotes from this article. "Artificial intelligence (AI) Hyperscalers are choosing data center locations based on power grid capacity rather than tax breaks or fiber access, and utility companies are scrambling to upgrade transmission infrastructure that wasn't designed for industrial computing loads… These three AI infrastructure plays capture unavoidable costs that scale with every new AI cluster, regardless of which chip architecture ultimately dominates. 1. Vertiv (NYSE: VRT) designs and manufactures thermal management systems, power distribution units, and turnkey modular data center halls for AI deployments… 2. Eaton (NYSE: ETN) manufactures electrical power distribution equipment, backup power systems, and control software for commercial and industrial customers, including data centers. The company's data center portfolio includes uninterruptible power supplies, power distribution units, switchgear, and busway systems that manage electricity from the utility connection down to individual server racks. 3. Quanta Services (NYSE: PWR) provides specialty contracting services for electric power, pipeline, and communications infrastructure, including the design and construction of transmission lines and substations… Recent revenue growth and a raised 2025 outlook reflect contracts tied to grid modernization projects that utility companies must complete before data centers can break ground. Quanta captures infrastructure spending that happens months or years before the first GPU gets racked, with multiyear project timelines providing visibility into revenue beyond 2026." End quotes. ------------------------------------------------------------- (3) Top Wind Energy Stocks to Add to Your Portfolio for Long-Term Growth Many analysts believe that, in addition to being negatively targeted by the Trump administration, this renewable energy sector has tremendous long-term potential. The article is titled Top Wind Energy Stocks to Add to Your Portfolio for Long-Term Growth. It's by Avisekh Bhattacharjee and found on finance.yahoo.com, though originally on zacks.com. The following are some quotes from the article. "The wind energy sector continues to gain traction with greater flexibility and scalability, despite a shift in the U.S. federal policy regarding offshore wind development projects. 1. Duke Energy (DUK) (DUK-PA) is a premier utility service provider offering efficient power and energy services. The Zacks Rank #2 (Buy) company is currently focused on expanding its scale of operations, implementing modern technologies at its facilities as well as enhancing its renewable generation portfolio by investing heavily in infrastructure and expansion projects… The company is investing heavily in constructing generation facilities that produce reduced CO2 emissions per unit of electricity generated compared with coal. Duke Energy Corporation (DUK): Free Stock Analysis Report. 2. Dominion Energy (D) is a major energy company engaged in regulated and non-regulated electricity distribution, generation and transmission businesses… Its long-term objective is to operate more battery storage, solar, hydro and wind (offshore as well as onshore) projects by 2036 and increase the renewable energy capacity by more than 15% per year, on average, over the next 15 years. Dominion Energy Inc. (D): Free Stock Analysis Report. By 2035, the Zacks Rank #2 company is working on offshore wind projects and battery storage projects to lower emissions. 3. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company.  The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources, including wind, and developing its wind farms… In the quarters ahead, PG&E's bottom line is expected to be driven by favorable decisions from the California Public Utilities Commission (CPUC), long-term supply agreements, diversification into alternative power sources and infrastructure improvement programs, resulting in rate base growth. Pacific Gas & Electric Co. (PCG) : Free Stock Analysis Report. 4. Portland General Electric (POR) generates power primarily from wind, solar and hydropower… The Zacks Rank #2 company is poised to benefit from strong industrial load growth… To further expand its renewable portfolio, Portland General Electric plans to add a significant clean power generation asset over the long term. Portland General Electric Company (POR): Free Stock Analysis Report." End quotes. ---------------------------------------------------

    23 min

  6. 10/23/2025

    October 2025 Sustainable Stock and ETF Picks

    October 2025 Sustainable Stock and ETF Picks. Top sustainable companies, best renewable energy stocks related to Chinese emission cuts, plus… By Ron Robins, MBA Transcript & Links, Episode 160, October 24, 2025 Hello, Ron Robins here. Welcome to my podcast episode 160, published on October 24, 2025, titled "October 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 10 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- Sustainable Companies: 50 Top Investments For Sustainability on investors.com This first article could provide you with several investing ideas. It's titled Sustainable Companies: 50 Top Investments For Sustainability on investors.com. The introduction is by Anne Stanley. Here are some quotes from Ms. Stanley. "The top ranks are filled with financial services, utility and consumer companies… To build IBD's 2025 list of the Most Sustainable Companies, we started with Morningstar's U.S. and global Low Carbon Transition Leaders Indexes… The stocks had to have a price of $10 or more and sufficient data to create an IBD Composite Rating. We further qualified the list by removing stocks that did not meet or beat the S&P 500 in the past five years. We selected the companies with the highest IBD Composite Rating — all with scores of 80 or better. Finally, we ranked the companies by their Morningstar Sustainalytics climate management score, using the IBD Composite Rating to break any ties." End quotes IBD's top 5 companies for 2025 are Eaton (ETN), Bank of Montreal (BMO), Stantec (STN), Loews (L) and TJX Companies (TJX). ------------------------------------------------------------- 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com This second article might seem a little unusual. To see why, here's the title. 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com. It's by Leslie P. Norton. Some of the investments are Chinese, which might bother some people; nonetheless, they will appeal to many others who follow this podcast. Here are a few quotes and some picks from the article. "China has announced plans to cut greenhouse gas emissions by 7%-10% from peak levels by 2035. This is the first time the country has committed to an absolute emissions target. In a video address to the United Nations, President Xi Jinping also said that China would boost wind and solar capacity sixfold from 2020 levels and increase the share of non-fossil fuels to more than 30% of total energy consumption… Who Benefits from China's Emissions Cuts? China will also accelerate its voluntary carbon market and carbon certificates, which companies can trade to offset their own emissions. Kathlyn Collins, head of responsible investing and stewardship at Matthews Asia [says]…'With the increase in terms of focus on emissions reduction from intensity to absolute emission levels, more and more industries will come under the purview of the emissions trading scheme.' According to Collins, the main beneficiaries will be battery storage systems, grid infrastructure upgrading, smart grid metering, energy management systems, environmental consulting, monitoring compliance, and of course the continued buildout of renewables and lean power. Stocks That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency Sungrow Power Supply Co Ltd Class A 300274 CH 157.50 CNY Contemporary Amperex Technology Co Ltd Class A 300750 CH 380.40 CNY China Yangtze Power Co Ltd Class A 600900 CH 27.47 CNY China Longyuan Power Group Corp Ltd Class A 001289 CH 17.40 CNY JinkoSolar Holding Co Ltd DR JKS $24.10 JA Solar Technology Co Ltd Class A 0024569 CH 12.81 CNY Trina Solar Co Ltd Class A 688599 CH 16.63 CNY Source: Morningstar. Data as of 09/26/2025. For US Investors, Funds That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency KraneShares MSCI China Clean Tech ETF KGRN $30.89 Invesco Solar ETF TAN $43.37 iShares Global Clean Energy ETF ICLN $15.19 Source: Morningstar. Data as of 09/26/2025." End quotes. ------------------------------------------------------------- 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com For many ethical and sustainable investors, this next article adds a few new company names to consider. It's titled 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com and is by George Budwell. Here are some quotes from Mr. Budwell. "1. Iren Ltd. (NASDAQ: IREN) has transformed its roots as a Bitcoin miner into a broader play on high-performance computing. The company is redeploying its energy-intensive infrastructure to support artificial intelligence, acquiring massive GPU fleets that include Nvidia's B-series accelerators and AMD's (AMD) new MI350X chips. That pivot is already showing up in the numbers: revenue climbed 226% year over year to $187 million in Q4 fiscal 2025, while gross margins improved as higher-value AI services began to supplement traditional mining… The stock has surged 326% year to date, reflecting investor enthusiasm, but the AI cloud segment is still in its early innings. The main risk is utilization: if customer demand doesn't keep pace, expensive GPUs could sit idle while fixed costs pile up. Still, Iren has so far executed well on its transition, positioning itself as one of the more credible emerging players at the intersection of compute and energy. 2. Applied Digital (NASDAQ: APLD) designs and builds AI-optimized data centers from the ground up. Its flagship Polaris Forge campus is planned to scale to 1 gigawatt of capacity -- enough to power a small city. A marquee lease with CoreWeave (CRWV) validates demand for its high-density facilities, but the stock already trades at roughly 34 times trailing sales, far above peer multiples. That valuation captures both the upside and the risk. If Applied Digital delivers on schedule and secures high utilization at premium rates, early investors could see outsized gains. But construction delays, cost overruns, or permitting issues could quickly erode returns. The stock's sharp swings this year underline just how much speculation is embedded in today's price. 3. Poet Technologies (NASDAQ: POET) is targeting one of AI's hidden bottlenecks: the energy cost of moving data inside data centers. Its optical interposer platform uses light instead of electricity for chip-to-chip and rack-to-rack communication, aiming to cut power consumption while boosting speed… With a sub-$500 million market cap, the stock carries lottery-ticket risk/reward: meaningful upside if design wins materialize, but significant execution risk until revenues reach scale." End quotes. ------------------------------------------------------------- Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com Now some picks from a regular to this podcast, Aparajita Dutta. Her article is titled Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com. It originally appeared on zacks.com. Here are a few comments by Ms. Dutta on each one of her picks. "1. iShares Global Clean Energy ETF (ICLN) This fund is the largest clean energy ETF, providing exposure to leading companies in solar, wind, and other renewable sectors worldwide. Sector-wise, renewable electricity constitutes 20.41% of this fund… [It] has surged 35.4% year to date. The fund charges 39 basis points (bps) as fees. iShares Global Clean Energy ETF (ICLN): ETF Research Reports. 2. First Trust Nasdaq Clean Edge Green Energy ETF (QCLN) This fund focuses on U.S.-listed companies involved in renewable electricity generation, energy storage, electric vehicles, and those involved in emerging clean energy technologies. Sector-wise, renewable energy equipment constitutes 20.31% and alternative electricity comprises 10.23% of this fund… [It] has soared 24.1% year to date. The fund charges 56 bps as fees. First Trust NASDAQ Clean Edge Green Energy ETF (QCLN): ETF Research Reports. 3. ALPS Clean Energy ETF (ACES) This fund offers exposure to U.S. and Canadian companies involved in the clean energy sector, including renewables and clean technology. Sector-wise, solar forms 26.81%, electric vehicles constitute 22.45%, energy management and storage comprise 15.86%, wind holds 12.22% and Hydro/Geothermal comprises 9.49% of this fund… [It] has surged 24.2% year to date. The fund charges 55 bps as fees. ALPS Clean Energy ETF (ACES): ETF Research Reports. 4. Invesco WilderHill Clean Energy ETF (PBW) This fund offers exposure to a broad range of U.S.-listed clean energy companies. Sector-wise, energy constitutes 3.78% and utilities comprise 3.78% of this fund… [It] has surged 44.7% year to date. The fund charges 65 bps as fees. Invesco WilderHill Clean Energy ETF (PBW): ETF Research Reports. 5. Fidelity Clean Energy ETF (FRNW) This fund offers exposure to companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen and other renewable sources. Industry-wise, Independent Power & Renewable Electricity Producers constitutes 22.54% and electric utilities c

    23 min

  7. 09/25/2025

    Sustainable Stock and ETF Picks September 2025

    Sustainable Stock and ETF Picks September 2025. Includes reviews of solar, wind, green and sustainable stocks, dividend stocks, and ETFs. By Ron Robins, MBA Transcript & Links, Episode 159, September 26, 2025 Hello, Ron Robins here. Welcome to my podcast episode 159, published on September 26, 2025, titled "Sustainable Stock and ETF Picks September 2025." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 15 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- Can Solar Power the AI Boom? Top Stocks to Watch This podcast edition is going to be heavy on solar stocks. And for good reason! I'm beginning with this article titled Can Solar Power the AI Boom? Top Stocks to Watch on finance.yahoo.com. It's by Ethan Feller and originally published on zacks.com. Here are some quotes. "It's hard to overstate how attractive solar stocks look right now, even without considering the potential AI infrastructure catalyst… the stocks highlighted here have already shown powerful momentum year-to-date. 1. SolarEdge Technologies (SEDG) With shares trading at depressed valuations and demand for utility-scale inverters likely to rebound, SolarEdge Technologies offers contrarian upside if execution improves. Though it isn't yet reflected by the Zacks rank, SolarEdge Technologies currently has a Zacks Rank #3 (Hold) rating, it has experienced some significant revisions higher to its earnings estimates… Sales are also projected to grow by more than 24% both this and next year. 2. Nextracker Inc. (NXT) As the leading provider of solar trackers, Nextracker directly benefits from the shift to utility-scale projects. Its technology boosts panel efficiency and lowers costs, making it a natural winner as large-scale solar buildouts accelerate. The stock has moved significantly higher this year, up 85%, yet the company still trades at just 16.6x forward earnings. 3. Sunrun (RUN) A pure play on residential solar Sunrun has struggled under higher interest rates. But as financing conditions ease and consumer adoption of solar-plus-storage grows, Sunrun could be positioned for a strong recovery. Based on recent revisions, earnings are expected to inflect meaningfully positive over the next year. 4. Array Technologies (ARRY) Like Nextracker, Array builds solar tracking systems that enhance utility-scale efficiency. With a global footprint and strong backlog, Array offers solid exposure to the utility-scale solar buildout at a reasonable valuation. With earnings projected to grow 21.6% annually over the next three to five years and a forward earnings multiple of 14.2x, Array boasts a Price/Earnings to Growth ratio of 0.66. The combination of strong growth and reasonable valuation offers a compelling risk reward opportunity. 5. Shoals Technologies Group (SHLS) Shoals specializes in balance-of-system components — wiring, connectors, and infrastructure that every solar farm needs. Its recurring demand base and high margins make it a steady, less flashy way to play the solar boom. Shoals Technologies Group is in an especially advantaged vertical and is the only name in the group with a Zacks Rank #2 (Buy) rating, reflected by upward trending earnings revisions. Solar's Role in Powering the AI Revolution If AI data centers really do scale toward hundreds of gigawatts of demand, solar will almost certainly claim a portion, and potentially large share of that market, making now an opportune time to consider exposure to the sector before the market fully prices in this growth." End quotes. ------------------------------------------------------------- 3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity Continuing on the solar power theme is this article. It's titled 3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity on finance.yahoo.com. I had to include it as the author is a favourite on this site. Her name is Aparajita Dutta. Here are some quotes on her picks. "Positive projections from the Energy Information Administration show solar powering over half of new U.S. electricity generation in 2025, signaling a rebound. While headwinds remain, growing demand and installation trends should sustain U.S. solar industry momentum. 1. Sunrun (RUN) Based in San Francisco, CA, the company develops, owns, manages and sells residential solar energy systems… The Zacks Consensus Estimate for Sunrun's 2025 revenues indicates an improvement of 11.2% from the prior-year reported figure… The company currently sports a Zacks Rank #1 (Strong Buy). Sunrun Inc. (RUN): Free Stock Analysis Report. 2. Shoals Technologies (SHLS) Based in Portland, TN, the company manufactures a diverse portfolio of solar balance of systems products, including combiner/re-combiner boxes, disconnect boxes, custom harnessing solutions, junction boxes, wire, in-line fuses and racking and monitoring solutions… The stock boasts a long-term (three-to-five years) earnings growth rate of 24%. The Zacks Consensus Estimate for 2025 sales indicates an improvement of 15.3% from the prior-year reported figure. The company currently carries a Zacks Rank #2 (Buy). Shoals Technologies Group, Inc. (SHLS): Free Stock Analysis Report. 3. Tigo Energy Inc.(TYGO) Based in Campbell, CA, the company is a provider of intelligent solar and energy storage solutions. On Sept. 2, 2025, Tigo Energy announced that its three-phase Tigo EI Residential solution has successfully completed mandatory compliance testing with a Slovak distribution system operator. This certification confirms that the solution complies with local grid requirements and Slovak regulatory standards, ensuring safe, efficient, and innovative solar energy management… The Zacks Consensus Estimate for 2025 sales indicates an improvement of 91.9% from the prior-year reported figure… It currently carries a Zacks Rank #2. Tigo Energy, Inc. (TYGO): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs This next article is a useful compilation in chart form of the top sustainable ETFs. It's titled Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs on garadesud.md. It's by Barrett Schaefer. "The sustainable investing ETF list below highlights the top funds known for eco-conscious selections and healthy returns. ETF Name Focus Area Expense Ratio 1-Year Return (%) Carbon Footprint Reduction (%) Dividend Yield (%) iShares Global Clean Energy ETF (ICLN) Renewable Energy 0.42% 18.4 45 1.5 Vanguard ESG U.S. Stock ETF (ESGV) ESG Broad Market 0.12% 15.7 38 1.8 SPDR S&P 500 ESG ETF (EFIV) Low Carbon Footprint 0.10% 14.8 50 1.9 Invesco Solar ETF (TAN) Renewable Energy - Solar 0.69% 22.2 48 0.3 iShares MSCI USA ESG Optimized ETF (ESGU) ESG USA Market 0.15% 16.0 40 1.6 First Trust NASDAQ Clean Edge Green Energy ETF (QCLN) Clean Energy Tech 0.60% 19.0 43 0.0 BMO Clean Energy ETF (CLNR) Renewable Energy 0.55% 20.1 46 1.2 Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) ESG USA Market 0.10% 15.2 42 1.7 Global X Renewable Energy Producers ETF (RNRG) Renewable Energy 0.68% 21.5 47 1.0 iShares ESG Aware MSCI USA ETF (ESGU) ESG Broad Market 0.15% 15.9 39 1.6 " End quotes. ------------------------------------------------------------- A few Top Sustainable Dividend-Paying Stocks for September 2025 1. Why United Parcel Service is a Top Socially Responsible Dividend Stock (UPS) on nasdaq.com. By BNK Invest. Quote. "United Parcel Service Inc (Symbol: UPS) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 7.4% yield." End quote. 2. PFG Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com. By The Online Investor Staff. Quote. "Principal Financial Group Inc (NASDAQ: PFG) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 3.9% yield." End quote 3. TXN Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. Quote. "Texas Instruments Inc. (Symbol: TXN) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… including a strong 3.2% yield." End quote. ------------------------------------------------------------- Renewable Energy Dividend Stocks: A Double Win of Green Investment This last article is titled Renewable Energy Dividend Stocks: A Double Win of Green Investment on nai500.com. It's by Sunlight Xiang. Here are a few quotes on the picks. "1. Brookfield Renewable Partners (NYSE: BEP) With a market cap of $7 billion and a dividend yield of 5.89%, it is one of the world's largest renewable energy platforms. It operates over 5,300 power generation facilities across four continents, with a total generation capacity of nearly 40 gigawatts (GW). While it is a leader in hydroelectric power, it is actively expanding into wind, solar, and energy storage. In July 2025, it signed a 3 GW hydroelectric supply agreement with Google's parent company, Alphabet, setting a record for corporate hydroelectric procurement. The company expects continued cash flow growth and has a project pipeline of 24 GW. Its investment-grade balance sheet and conservative dividend payo

    23 min

  8. 08/22/2025

    Sustainable Stock Picks for August 2025

    Sustainable Stock Picks for August 2025. Includes 12 articles featuring sustainable stock and green bond picks from mostly North America. By Ron Robins, MBA Transcript & Links, Episode 158, August 22, 2025 Hello, Ron Robins here. Welcome to my podcast episode 158, published on August 22, 2025, titled "Sustainable Stock Picks for August 2025." Before I begin, I would like to inform you that I'm adjusting the release schedule for these podcasts. So, for the foreseeable future, this podcast will be released on the last Friday of every month. Hence, my next podcast will be on September 26th. This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! ------------------------------------------------------------- 12 Best Ethical Companies to Invest in 2025 The first article is by someone who has been on this podcast a few times. His name is Faheem Tahir, and his article is titled 12 Best Ethical Companies to Invest in 2025. It's found on fool.com. The methodology underlying his stock selection is fascinating and impressive. Here's some of what he has to say about it and brief quotes on each of his picks. "To curate our list of the 12 Best Ethical Companies to Invest in 2025, we used Ethisphere's list of 'World's Most Ethical Companies'. Ethisphere's list relies on its Ethics Quotient, which evaluates companies based on their ethics, compliance, governance, and corporate responsibility across multiple criteria. We then used Insider Monkey's database to assess hedge fund sentiment on the shortlisted stocks. Finally, we ranked the stocks in ascending order based on the number of hedge funds holding stakes in the respective stocks as of Q1 2025. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here.) 12. Autodesk, Inc. (NASDAQ:ADSK) Number of Hedge Funds: 82 On July 23, Loop Capital started coverage on Autodesk with a 'Hold' rating, setting a $320 price target… Autodesk is a global 3D design, engineering, construction, and entertainment software company, offers cutting-edge tools for everything from infrastructure to animation. 11. Workday, Inc. (NASDAQ:WDAY) Hedge Funds: 85 On July 14, 2025, Workday was selected by Seattle University as its partner… Serving global corporations, universities, and now, government entities, Workday offers AI-driven enterprise cloud applications, particularly for finance, HR, and student segments. 10. Eaton Corporation plc (NYSE:ETN) Hedge Funds: 85 Investor confidence is growing in Eaton Corporation with KeyBanc increasing its price target on the company from $355 to $410… The company has paid dividends every year since 1923… By designing and delivering electrical, hydraulic, and mechanical solutions, Eaton Corporation has made itself a leader in the intelligent power management solutions market, helping industries improve efficiency, safety, and sustainability. 9. Lam Research Corporation (NASDAQ:LRCX) Hedge Funds: 91 On July 21, 2025, UBS increased its price target on Lam Research Corporation from $95 to $120, maintaining a 'Buy' rating… Lam Research Corporation, serving major foundries and integrated device manufacturers worldwide, manufactures advanced semiconductor processing equipment for chip production. 8. Intel Corporation (NASDAQ:INTC) Hedge Funds: 91 On July 24, 2025, Intel Corporation reported its financial performance for Q2, surprising Wall Street with a revenue of $12.86 billion that beat estimates of $11.92 billion. However, the company reported a net loss of $2.9 billion… Intel Corporation designs and manufactures computing products for tech companies worldwide. 7. Micron Technology, Inc. (NASDAQ:MU) Hedge Funds: 96 With rapid growth acceleration in the space economy, Micron Technology announced the launch of the industry's highest-density, radiation-tolerant SLC NAND flash memory on July 22, 2025. This memory chip is designed to survive space's harsh environment, marked by radiation, extreme temperatures, and vacuum pressure… Micron Technology is the only major U.S.-based memory maker, delivering advanced DRAM, NAND, and NOR solutions with its Micron and Crucial brands. 6. Pfizer Inc. (NYSE:PFE) Hedge Funds: 99 On July 24, 2025, Pfizer finalized the global licensing agreement with 3SBio, Inc…. Leveraging 3SBio's proprietary CLF2 platform, this innovative treatment enhances Pfizer's oncology pipeline and solidifies its competitive edge in cancer research… Operating globally, Pfizer discovers, develops, and sells biopharmaceuticals. 5. ServiceNow, Inc. (NYSE:NOW) Hedge Funds: 106 On July 23, 2025, ServiceNow reported financial results for Q2, beating guidance across all areas… On the same day as the earnings release, Jefferies increased its price target on ServiceNow from $1,025 to $1,150, maintaining a 'Buy' rating. Stifel also increased its target to $1,200 on the same day. With its Now platform, ServiceNow offers a cloud-based solution for digital workflows globally. 4. Eli Lilly and Company (NYSE:LLY) Hedge Funds: 119 On July 18, Leerink Partners maintained its 'Buy' rating on the company, citing growth potential through the GLP-1 receptor agonist (GLP-1RA) space… On the same day, Jefferies also maintained a 'Buy' rating, setting its price target at $1,057… Operating globally, Eli Lilly and Company discovers, develops, and markets human pharmaceuticals. 3. Salesforce, Inc. (NYSE:CRM) Hedge Funds: 140 Salesforce is demonstrating a mixed performance as of the time of writing… Previously, on July 16, 2025, Citizens JMP maintained a 'Market Outperform' rating on Salesforce with a price target of $430, citing future growth driven by the company's AI and cloud services. Offering Agentforce, Data Cloud, Salesforce Starter, and Tableau, Salesforce provides customer relationship management (CRM) technology, bridging companies and customers. 2. Mastercard Incorporated (NYSE:MA) Hedge Funds: 155 Ahead of its Q2 earnings, Truist decreased its price target on Mastercard Incorporated from $640 to $612, maintaining a 'Buy' rating, reflecting its continued confidence in the stock… Mastercard Incorporated… offers transaction processing and other related products and services. 1. Visa Inc. (NYSE:V) Hedge Funds: 165 Truist Securities decreased its price target on Visa from $400 to $397, maintaining a 'Buy' rating. Despite the price target reduction and recent underperformance of the fintech sector, the firm cited optimism regarding the company's strong fundamentals and promising outlook for the fintech sector. Visa is a global payment technology company, offering credit, debit, and prepaid card products, and VisaNet, a transaction processing network." End quotes. ------------------------------------------------------------- Best Sustainable Companies to Own: 2025 Edition The second featured article is titled Best Sustainable Companies to Own: 2025 Edition. It's by Emelia Fredlick and Leslie P. Norton and seen on morningstar.com. (Note: follow the article link on this podcast episode's webpage to all 83 companies that Morningstar considers the best 2025 sustainable companies.) The article also highlights the three companies below. Here are some brief quotes from the authors. "Morningstar's research finds that the biggest ESG risk is in energy and utilities, with the smallest in technology and real estate. Morningstar Sustainalytics measures this with the Sustainalytics ESG Risk Rating… We didn't include valuations for these (83) companies. Rather, we focused on the criteria that set a company up for success in the long term. So, while not all these names can be considered a buy today, this can serve as a great watchlist… Data Source: Morningstar Direct as of Jun. 30, 2025. 1) RELX RELX UK-based RELX is a global provider of business information, analytics, and decision-making tools for professionals across industries. The firm generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. Morningstar senior analyst Rob Hales assigns RELX a wide Morningstar Economic Moat Rating… Sustainalytics gives RELX an ESG Risk Management Rating of Strong. 2) Danaher DHR Danaher focuses primarily on manufacturing scientific instruments and consumables in the life science and diagnostic industries. The firm aims to accelerate core growth at acquired companies, including Cytiva (formerly GE Biopharma), by making research and development and marketing-related investments… Sustainalytics gives Danaher an ESG Risk Management Rating of Strong. Morningstar senior analyst Julie Utterback assigns Danaher a wide economic moat. 3) Keysight Technologies KEYS Keysight Technologies is the leader in communications testing and measurement solutions. We think it has the strongest and broadest communications testing capabilities in the market across hardware, software, and services. Its wide moat rating, according to Morningstar senior analyst William Kerwin, owes to 'intangible assets in the design of test and measurement equipment and software and switching costs for its portfolio of solutions.' Because of Keysight's strong ESG reporting and oversight of ESG issues, Sustainalytics gives the company an ESG Risk Management Rating of Strong." En

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These podcasts will help you find stocks, funds, and bonds that reflect YOUR personal values. Each podcast is filled with top analyst investment picks encompassing the best sustainability, ESG, and ethics traits. My name is Ron Robins and I've been following this style of investing since the 1970s. Now it's mainstream because it can be very profitable too! Beginning in 1969, I held investment industry positions in investment analysis, over-the-counter stock trading, and global private equity sales. And for almost two decades I've been a leading writer and tutor in ethical, sustainable, and socially responsible investing (SRI). I've been interviewed or quoted in The Wall Street Journal, MarketWatch, Forbes, The Financial Post, BNN, The Globe & Mail, and numerous other media. In 2002, I founded the globally popular and highly respected ethical investing website, Investing for the Soul. Now, it's my pleasure to help you with these podcasts to be successful in profitably applying your personal values to your investments. And, please subscribe to my RSS feed and my blog.

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