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.