Ethical & Sustainable Investing News to Profit By!

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.

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(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.

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(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.

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(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.

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(4) 5 Undervalued Stocks That Are Climate Transition Leaders

For investors interested in climate transition-related stocks, this article could be of interest to you. It's titled 5 Undervalued Stocks That Are Climate Transition Leaders. It's by Stephen Ellis and found on morningstar.com. Here are some quotes on each of the stocks.

"Our climate transition leaders' research from Morningstar Sustainalytics aims to identify front-runners in this space… Our inaugural list of 21 climate transition leaders looks at a wide spectrum of sectors… Below, we've also identified which ones look undervalued.

1. Clorox (★★★★★) (CLX)

Since its beginning more than 100 years ago, Clorox has expanded to operate in a variety of consumer products categories, including cleaning supplies, laundry care, trash bags, cat litter, charcoal, food dressings, water-filtration products, and natural personal-care products.

2. Air Liquide (★★★★) (Liquide)

The company generated approximately EUR 27.1 billion of revenue in 2024, serving a wide range of industries, including chemicals, energy, healthcare, food and beverage, and electronics.

3. Sanofi (★★★★) (SAN)

Sanofi develops and markets drugs with a concentration in immunology, vaccines, and rare diseases… About 45% of total revenue comes from the United States, 20% from Europe, and 6% from China.

4. Henkel AG & Co (★★★★) (HEN)

Two distinct customer groups constitute Henkel. The consumer segment (around 50% of consolidated 2024 sales) is laundry and home care, including the Persil and Purex laundry detergent brands, and beauty care, including the Schwarzkopf brand in haircare and the Dial brand in hand soap. The adhesives technologies segment makes up the remaining 50% of sales.

5. Pernod Ricard SA (★★★★) (RI)

Through acquisitions, the firm has grown to become the world's second-largest distiller by volume, behind Diageo. Pernod Ricard possesses the most comprehensive spirits portfolio globally, distributing over 240 brands across 160 countries.

To see the full list of Sustainalytics' Climate Transition Leaders, read this."

End quotes.

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(5) America's Most Ethical Companies: 2025 Survey Results

This next article features another company ranking. The cover article is titled America's Most Ethical Companies: 2025 Survey Results on marketbeat.com. It's also by MarketBeat Staff. Here are some quotes.

"In a time when trust in big business can feel like a rare commodity, our survey shows that Americans still believe there are companies guided by conscience.

More than 3,000 people across the country weighed in on which brands in their state they feel actually share their values."

End quotes

The top five ranked companies are Hershey Company (HSY), The Campbell's Company (CPB), Burt's Bees (owned by Clorex, CLX), Ocean Spray (is a co-op), and CVS Health (CVS).

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More articles from around the world with Sustainable Investment Picks for November 2025.

1. Title: Up 145% in 2025, This AI Infrastructure Stock Is Still Deeply Discounted on finance.yahoo.com. By Rich Duprey.

2. Title: Accenture a Top Socially Responsible Dividend Stock With 2.6% Yield (ACN) on nasdaq.com. By BNK Invest.

3. Title: Clean Energy's Rally Is Outpacing AI's in 2025. Here Are 3 Renewable Energy Stocks to Buy Now on fool.com. By William Dahl.

4. Title: Top 3 Stocks Powering the 6-Month 100% Gain in Clean Energy on fool.com. By Matthew Nesto.

5. Title: 3 Solar Stocks Our Top Chart Strategist is Watching as Energy Demand Surges on finance.yahoo.com. By Elizabeth H. Volk.

6. Title: Best Renewable Energy Stocks To Watch Now on marketbeat.com. By MarketBeat.

7. Title: Top 5 Greentech Stocks to Watch as Sustainable Investments Gain Momentum on and by Investing.com.

8. Title: URA, NLR, HYDR Stocks: Top Clean Energy ETFs for 2026 on marketbeat.com. By Nathan Reiff.

9. Title: 3 Alternative Energy ETFs That Are Crushing the Market This Year on investing.com. By MarketBeat.com.

10. Title: Investing in India's Green Future: Top ESG Stocks to Watch in 2026 on isfm.co.in. By Mr. Sushil Alewa.

11. Title: Clean Energy's Rally Is Outpacing AI's in 2025. Here Are 3 Renewable Energy Stocks to Buy Now on finance.yahoo.com. By William Dahl.

12. Title: 3 Alternative Energy Stocks to Watch Amid Near-Term Challenges on nasdaq.com. By Tanvi Sarawagi.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "November 2025 Sustainable Stock and ETF Picks."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous and troubled times!

Contact me if you have any questions.

Thank you for listening.

My next podcast will be on December 19th.

See you then. Bye for now.

© 2025 Ron Robins, Investing for the Soul

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.

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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).

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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.

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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."

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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 comprise 8.09% of this fund…

[It] has soared 42.9% year to date. The fund charges 40 bps as fees. Fidelity Clean Energy ETF (FRNW): ETF Research Reports."

End quotes.

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Renewable Energy Stocks To Research - on marketbeat.com

The last review article is titled Renewable Energy Stocks To Research - on marketbeat.com. And it's by MarketBeat analysts. Here are some quotes on their picks.

"[These] are the seven Renewable Energy stocks to watch today, according to MarketBeat's stock screener tool… [They] had the highest dollar trading volume of any Renewable Energy stocks within the last several days.

1. WEC Energy Group (WEC)

WEC Energy 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.

2. Quanta Services (PWR)

Quanta Services 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.

3. Clearway Energy (CWEN)

Clearway Energy operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN.

4. NOV (NOV)

NOV Inc. 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.

5. HA Sustainable Infrastructure Capital (HASI)

HA Sustainable Infrastructure Capital, through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI.

6. Gibraltar Industries (ROCK)

Gibraltar Industries 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.

7. Ameresco (AMRC)

Ameresco a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions… It operates through U.S. Regions… Canada, Europe, Alternative Fuels, and All Other segments. Read Our Latest Research Report on AMRC."

End quotes.

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More articles with Sustainable Investment Picks for October 2025 from around the world.

1. Title: NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet? On finance.yahoo.com. By Vaishali Doshi.

2. Title: Could This Overlooked Infrastructure Stock Be the Market's Next Multibagger? On fool.com. By Harsh Chauhan.

3. Title: HUBB, NEE, and XYL: Hidden Stock Winners in the Energy Transition on marketbeat.com. By Chris Markoch.

4. Title: Is Now the Right Moment for Enphase Stock After the Recent 6.7% Rally? on simplywall.st. By Simply Wall St.

5. Title: Green Energy Gold Rush: 5 Best Clean Energy Stocks to Buy on ts2.tech. By Marcin Frąckiewicz.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "October 2025 Sustainable Stock and ETF Picks ."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times!

Contact me if you have any questions.

Thank you for listening.

My next podcast will be on November 21st.

See you then. Bye for now.

© 2025 Ron Robins, Investing for the Soul

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.

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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.

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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.

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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.

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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.

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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 payout ratio support its expansion capabilities. Combining its dividend yield and growth potential, its expected annualized return is around 15%.

2. NextEra Energy (NYSE: NEE)

Although its subsidiary XPLR Infrastructure suspended its dividend, the parent company maintains a strong dividend track record: it has increased its payout for 30 consecutive years, with a compound annual growth rate of 10% since 2007. Its dividend yield stood at 3.2% in mid-2025, roughly double the S&P 500 average. This Fortune 200 company, which owns the largest utility in the U.S. (Florida Power & Light), added 1.1 GW of solar, wind, and storage capacity in the second quarter of 2025, with capital expenditures reaching $2 billion. Despite policy headwinds, it added 3.2 GW to its project backlog during the quarter, bringing the total backlog to approximately 30 GW (compared to 38 GW of operating capacity).

3. Clearway Energy (NYSE: CWEN)

Boasting a market cap of $3 billion and a dividend yield of 7.52%, it owns nearly 12 GW of renewable energy capacity, in addition to operating 2.8 GW of natural gas generation facilities and district energy systems. Long-term PPAs ensure stable cash flow, and its annual dividend is expected to grow by 5% to 8% in the coming years. Although it paused a 200-megawatt solar project in Hawaii due to wildfire risks, it reached a deal in April 2025 to supply power to Microsoft from its planned 335-megawatt Mount Storm wind farm project in West Virginia. Thanks to its close ties with project developer Clearway Energy Group, it has access to a 30 GW project pipeline. A reasonable dividend payout ratio and ample liquidity underpin its resilience."

End quotes.

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More articles with Sustainable Investment Picks for September 2025 from around the world.

1. Title: Sempra Named Top Socially Responsible Dividend Stock with 3.1% Yield on ainvest.com. By BNK Invest.

2. Title: 3 Alternative Energy Stocks to Watch Amid Impacts of Policy Shift on finance.yahoo.com. By Aparajita Dutta.

3. Title: Boston financial group launches tool to promote Biblical… on wng.org. By Christina Grube.

4. Title: Is Ethereum's $5,000 Breakout a Sustainable Investment Opportunity or a Market Overextension? On ainvest.com. By BlockByte.

5. Title: GE Vernova (GEV) Gets Price Target Boost Amid Stronger Outlook on msn.com. By Neha Gupta.

6. Title: ESG lives on: Sustainable fund picks for every investment style on trustnet.com. By Emmy Hawker.

7. Title: Solar Stocks: Trump Guidance Offers New Dawn. This Is The Next Growth Driver. On investors.com. By Kit Norton.

8. Title: Top Wind Energy Stocks to Consider For Solid Returns & Portfolio Growth on finance.yahoo.com. By Avisekh Bhattacharjee.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "Sustainable Stock and ETF Picks September 2025."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times!

Contact me if you have any questions.

Thank you for listening.

My next podcast will be on October 24th.

See you then. Bye for now.

© 2025 Ron Robins, Investing for the Soul

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!

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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."

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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."

End quotes.

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Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth

The last article I'm covering is by Avisekh Bhattacharjee, for Zacks, and found on nasdaq.com. It's titled Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth. Here are some quotes from his article.

"As clean energy technologies evolve, they are set to capitalize on growth opportunities and provide lucrative investment prospects. Our Wind Energy Screen helps identify stocks with high growth potential in this dynamic sector.

1) Arcosa ACA

is a well-known provider of infrastructure-related products and services that serve the energy, construction and transportation markets. The company's Engineered Structures business provides wind towers, utility structures and telecommunication structures for wind power generation, electricity transmission and distribution, and wireless communication markets.

This Zacks Rank #2 (Buy) company's Engineered Structures business continues to witness strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report.

2) Dominion Energy D

together with its subsidiaries, produces and transports energy in the United States… The company has a portfolio of nearly 30,300 MW of electric-generating capacity, 10,600 miles of electric transmission lines and 79,700 miles of electric distribution lines…

By 2035, the Zacks Rank #2 company also intends to make zero and low-emitting resources accountable for 99% of its electric generation. Dominion Energy Inc. (D): Free Stock Analysis Report.

3) Brookfield Renewable Partners BEP

owns and operates several renewable power generating facilities. The company's power generating portfolio is comprised of hydroelectric generating, wind facilities and natural gas-fired plants. It has operations in the United States, Canada and Brazil.

The Zacks Rank #2 company's exposure in wind and utility-scale solar generation sectors has been enabling it to capitalize on the growing opportunities across the renewable power sectors, with high cash margins and minimum fuel input cost. Brookfield Renewable Partners L.P. (BEP): Free Stock Analysis Report.

4) DTE Energy DTE

is a diversified energy company that develops and manages energy-related businesses and services. The company has been investing steadily to enhance its renewable generation assets…

Notably, this Zacks Rank #3 (Hold) company plans to reduce carbon emissions of its electric utility operations by 65% in 2028, 85% in 2032 and 90% by 2040 from the 2005 level. DTE Energy Company (DTE): Free Stock Analysis Report."

End quotes.

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More articles with Sustainable Stock & Bond Picks for August 2025 from around the world.

1. Title: Three Stocks For The Global Energy Transition on finimize.com. By Blair Couper.

2. Title: Unlocking Sustainable Income: Why the CIBC Sustainable Canadian Core Plus Bond ETF is a Must-Have for Resilient Portfolios on ainvest.com. By Wesley Park.

3. Title: Kroger a Top Socially Responsible Dividend Stock With 2.0% Yield (KR) on nasdaq.com. By BNK Invest.

4. Title: Biblically Aligned Fixed Income: The Case for the Inspire Corporate Bond Impact ESG ETF (IBD) in a Shifting Market Environment on ainvest.com. By Isaac Lane.

5. Title: Green Bonds and Sustainable Income Generation: Assessing VanEck Green Bond ETF (GRNB) as a Monthly Distribution Play in a Decarbonizing World on ainvest.com. By Samuel Reed.

6. Title: Enphase Energy: A Best-In-Class Balance Sheet Positioned To Thrive As Rates Decline on seekingalpha.com. By Gustavo Ribeiro.

7. Title: Baker Hughes Named Top Socially Responsible Dividend Stock with 2.1% Yield on ainvest.com. Author name unavailable.

8. Title: This Company Could Be the Amazon of AI Infrastructure on fool.com. By Harsh Chauhan.

9. Title: 11 Best Alternative Energy Stocks to Buy Right Now on insidermonkey.com. By Neha Gupta.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "Sustainable Stock Picks for August 2025."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

As I mentioned earlier, the release schedule for these podcasts is changing. So, for the foreseeable future, this podcast will be released on the last Friday of every month. So, my next podcast will be on September 26th.

See you then. Bye for now.

© 2025 Ron Robins, Investing for the Soul

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks.

By Ron Robins, MBA

Transcript & Links, Episode 157, July 25, 2025

Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled "12 Articles With Great ESG Stock Picks." Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off.

So, 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.

Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once!

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Humankind 100 rankings

I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website.

"The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research."

End quotes.

Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE).

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Infrastructure Stocks To Consider - July 12th

This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article.

"1. NVIDIA Corporation (NASDAQ:NVDA)

provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.

2. Coinbase Global, Inc. (NASDAQ:COIN)

provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN

3. Alphabet (NASDAQ:GOOGL)

offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL

4. Broadcom (NASDAQ:AVGO)

designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO

5. Oracle (ORCL)

offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing."

End quotes.

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Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now

Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks.

"1. Albemarle Corporation (NYSE: ALB)

headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts:

• Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects
• Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia
• A resilient supply chain and ability to scale output to meet global demand
• Strategic partnerships with leading EV battery makers
• Strong commitment to sustainable mining and ESG practices

Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025.

2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM)

is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia):

• Extensive lithium reserves & robust extraction technology, delivering high efficiency
• Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions
• Cost-effective production enables SQM to remain highly profitable even as competition heats up
• Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions
• Environmental sustainability programs, making SQM attractive for ESG-focused investors

SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025.

3. Livent Corporation (NYSE: LTHM)

distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for:

• Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers
• Strong partnerships with key players in the EV battery chain, including Tesla
• Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility
• ESG and sustainability initiatives for responsible lithium extraction

Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration.

4. Piedmont Lithium (NASDAQ: PLL)

though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings:

• Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification
• Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets
• Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors
• Growing interest from global automakers and battery companies seeking secure lithium supply

Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains."

End quotes.

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5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations

Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks.

"1. Nvidia (NASDAQ: NVDA)

The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.

2. Amazon (AMZN)

Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses.

3. Microsoft (MSFT)

Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients.

4. Arista Networks (ANET)

sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure.

5. Broadcom (AVGO)

which specializes in designing semiconductors used for networking applications.

For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter."

End quotes.

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Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI)

The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team.

"1. Ecolab (ECL)

a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection…

Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing.

While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential.

2. Microsoft (MSFT)

presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable…

The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists…

While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals.

3. United Natural Foods (UNFI)

stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity…

Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects.

Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back."

End quotes.

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More articles of interest from around the world for ethical and sustainable investors

1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen.

2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team.

3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park.

4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes.

5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest.

6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill.

7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam.

-------------------------------------------------------------

Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "12 Articles With Great ESG Stock Picks."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd.

Bye for now.

© 2025 Ron Robins, Investing for the Soul

Two Eminent ESG Stock Reviews, Plus… Includes insightful reviews of Apple and Temenos, two outstanding environmental and high-performing stocks.

By Ron Robins, MBA

Transcript & Links, Episode 156, July 11, 2025

Hello, Ron Robins here. Welcome to my podcast episode 156, published on July 11, 2025, titled "Two Eminent ESG Stock Reviews, Plus…"

So, 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.

Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 9 articles for you in this podcast!

-------------------------------------------------------------

Two Eminent ESG Stock Reviews, Plus… Article 1.

My first article in this podcast is about a favourite stock for ethical and sustainable investors. It's titled Is Apple Stock a Green Investment? Net-Zero Goals and Sustainable Supply Chain. By Saptakee S. Seen on carboncredits.com. Here are some quotes from the article.

"Apple Inc. (NASDAQ: AAPL)

is a key player in the fight against climate change. The tech giant runs one of the largest carbon reduction programs worldwide. And over 320 suppliers have committed to using 100% clean energy by 2030. This makes Apple an appealing investment for those who care about the environment and want solid returns.

Apple's strong finances enable meaningful change. The company achieved record revenue of $124.3 billion in early 2025, a 4% increase from the year before. In the next quarter, Apple earned $95.4 billion, with an 8% rise in earnings per share. Services revenue also hit $26.6 billion, a significant milestone.

This success is crucial for investors focused on carbon reduction… The company has cut global greenhouse gas emissions by over 60% since 2015…

MUST READ: Apple's Best Quarter Ever: Q1 FY 2025 Revenue Hits $124.3 Billion, Carbon Emissions Drop

Manufacturing emissions account for about 55% of Apple's total carbon footprint. The company nearly halved product manufacturing emissions, dropping from 16.1 million tons in 2020 to 8.2 million tons in 2024.

Apple's progress toward carbon neutrality: Goal Carbon Neutral by 2030

Apple produced the world's first carbon-neutral consumer electronics. The Apple Watch lineup and Mac mini achieved this through emissions reductions of over 75%. Remaining emissions were balanced by high-quality carbon credits from nature projects…

These carbon-neutral products have key features:

• Over 30% recycled content by weight
• 100% recycled aluminum in cases
• Manufacturing with 100% renewable electricity

Recycled Materials Drive Sustainability

Apple has made progress in using recycled materials. In 2024, 24% of product materials came from recycled or renewable sources. The company now uses 99% recycled rare earth elements in magnets and 99% recycled cobalt in batteries…

Apple's recycling innovations include the Daisy robot, which disassembles used devices to recover rare materials… Additionally, the company plans to use only recycled and renewable materials in its products by 2030…

Carbon Market Investment Opportunities

Apple invests in high-quality, nature-based carbon credits instead of cheap offsets. It spends up to $400 million through its Restore Fund programs, aiming for 1 million metric tons of carbon dioxide removal each year…

Strategic Advantages Through Environmental Leadership

Apple's environmental leadership provides many competitive advantages. Its detailed carbon accounting prepares it well for global carbon pricing. Early use of renewable energy and efficient manufacturing gives it cost benefits as energy prices change…

Investment Considerations and Risks

The company trades at a premium price with a P/E ratio of around 28, which may lead to volatility risks… The stock has seen volatility in 2025, declining about 19% year-to-date. This may present opportunities for long-term investors focused on Apple's sustainability leadership and financial strength…

From the above analysis, we can see that Apple Stock is a solid choice for carbon-conscious investors…

As global carbon markets expand and ESG investing increases, Apple shines in environmental leadership. Its solid financial resources and focus on transparency make it a top pick for portfolios aimed at climate solutions and sustainable tech."

End quotes.

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Two Eminent ESG Stock Reviews, Plus… Article 2.

Unlike the first article featuring a company which is in nearly everyone's portfolio, this second article features a company that is perhaps new to many of you. It's titled Why Temenos Is the Gold Standard in Sustainable Banking Tech—and a Top ESG Investment. It's by Eli Grant and found on ainvest.com.

Here are some quotes from the article.

Temenos (TEMN.SW)

Temenos' ESG credentials are unmatched in its sector. In 2022, it became one of only 13 companies globally to achieve an AAA rating from MSCI's ESG rating system, placing it in the top 8% of all firms assessed. By 2024, Sustainalytics named it a 'Low Risk' company with an ESG Risk Rating of 11.9—ranking first in its industry and sub-industry, securing the top 2% globally. This stellar performance isn't just about accolades; it reflects tangible actions.

The company's carbon emissions calculator, developed with Microsoft and launched at COP27, allows clients to measure their environmental impact from using Temenos Banking Cloud. This tool isn't just a marketing gimmick: banks using its cloud platform reduce their carbon footprints by up to 95% compared to on-premise systems. Such measurable outcomes are critical as regulators globally push for transparency and accountability.

Cloud Innovation as a Climate Solution

Temenos' cloud-based solutions—like its flagship Banking Cloud and AI-driven Leap platform—aren't just about efficiency. They're a direct response to the existential threat of climate change. By centralizing banking operations in the cloud, Temenos helps institutions slash energy consumption and emissions. For example, a 2024 study by GoCodeGreen validated that Temenos' code optimizations reduced software carbon impact by 32% compared to 2021 levels.

This environmental edge is a competitive moat…

Governance and Strategy: A Boardroom Priority

Temenos' leadership has embedded ESG into its DNA. Its board oversees ESG initiatives directly, and the company has committed to science-based emissions targets aligned with the 1.5°C warming limit…

The results speak for themselves: Temenos retains EcoVadis Platinum status (top 1% globally) and was the sole software company to rank in the top 1% of S&P's 2024 Sustainability Yearbook.

The Investment Case: Why Temenos Belongs in Every ESG Portfolio

For investors, Temenos offers a rare combination of growth and values. Its cloud revenue grew 22% in 2023, and with over 700 clients migrated to its platform, demand is accelerating. Meanwhile, regulatory tailwinds—like the EU's Digital Operational Resilience Act (DORA) and global carbon pricing mechanisms—are creating urgency for banks to modernize their tech stacks.

Critically, Temenos' ESG leadership attracts capital from ESG-focused funds. Companies with top quartile ESG ratings historically outperform peers during market downturns, a trend that could amplify as climate risks materialize.

Temenos isn't just a tech vendor—it's a sustainability pioneer. Its unrivaled ESG ratings, climate-conscious products, and strategic foresight position it to capitalize on two megatrends: the digitization of finance and the global push for net-zero. For investors, this is a stock that checks all boxes: ethical alignment, growth potential, and resilience in a volatile world…

For ESG-focused investors, this is a must-hold."

End quotes.

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Two Eminent ESG Stock Reviews, Plus… Article 3.

This next article is the first of 2 articles on dividend stocks that might interest ethical and sustainable investors. Its title is VZ Named A Top Socially Responsible Dividend Stock by BNK Invest and found on nasdaq.com. Here are some quotes from the article.

"Verizon Communications Inc. (Symbol: VZ)

has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average 'DividendRank' statistics including a strong 6.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria…

According to the ETF Finder at ETF Channel, Verizon Communications Inc. is a member of both the iShares MSCI USA ESG Select ETF (SUSA), making up 0.43% of the underlying holdings of the fund, as well as the iShares MSCI KLD 400 Social Index Fund ETF (DSI), where Verizon Communications Inc. makes up 0.63% of the underlying holdings of the fund.

The annualized dividend paid by Verizon Communications Inc. is $2.71/share, currently paid in quarterly installments."

End quotes.

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Two Eminent ESG Stock Reviews, Plus… Article 4.

The second dividend-paying stock article is titled AvalonBay Communities a Top Socially Responsible Dividend Stock With 3.4% Yield (AVB). It's by BNK Invest and is seen on nasdaq.com. Here's some of what BNK Invest says about this stock.

"AvalonBay Communities, Inc .(Symbol: AVB)

has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above average 'DividendRank' statistics including a strong 3.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria…

According to the ETF Finder at ETF Channel, AvalonBay Communities, Inc. is a member of the iShares USA ESG Select ETF (SUSA), making up 0.10% of the underlying holdings of the fund.

The annualized dividend paid by AvalonBay Communities, Inc. is $7/share, currently paid in quarterly installments."

End quotes.

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More articles of interest from around the world for ethical and sustainable investors

1. Title: Which ethical ASX ETFs have performed the best in 2025? On fool.com.au. By Aaron Bell.

2. Title: Top 20 best-performing funds and sectors so far in 2025 on ii.co.uk. By Sam Benstead.

3. Title: How Australian Ethical is beating active peers on moneymanagement.com.au. By Laura Dew.

4. Title: ESG Investing Quietly Finds New Life on etftrends.com. By Todd Shriber.

5. Title: Betting Against the Tide: Contrarian Opportunities in Renewables Amid Trump's Energy Shift on ainvest.com. By Harrison Brooks.

-------------------------------------------------------------

Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "Two Eminent ESG Stock Reviews, Plus…"

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

I'll talk to you next on July 25th.

Bye for now.

© 2025 Ron Robins, Investing for the Soul

Exciting Investment Ideas in New Company Rankings. They include many great sustainable stock investment opportunities in companies outside the USA.

By Ron Robins, MBA

Transcript & Links, Episode 155, June 27, 2025

Hello, Ron Robins here. Welcome to my podcast episode 155, published June 27, 2025, titled "Exciting Investment Ideas in New Company Rankings."

So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your 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.

Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 13 articles for you in this podcast!

-------------------------------------------------------------

Article 1: Best Renewable Energy Stocks to Buy Before They Soar

The first article I'm covering is titled Best Renewable Energy Stocks to Buy Before They Soar. It was found on industryleadersmagazine.com and is by Christy Gren. Here is some of what she says about her stock picks.

"1. NextEra Energy (NEE): The Titan of Clean Utility

NextEra Energy is the largest producer of wind and solar energy in the world. With its regulated utility, Florida Power & Light, and a massive renewable portfolio, it's often viewed as the safest bet in clean energy. Its long track record of dividend growth and strong balance sheet make it ideal for long-term investors…

A mix of regulated revenue and renewable expansion gives NextEra Energy both stability and upside—a rare combination in energy.

2. Brookfield Renewable Partners (BEP): Global Diversification at Scale

With operations spanning North America, South America, Europe, and Asia, Brookfield provides broad access to hydro, wind, solar, and energy storage. As one of the largest pure-play renewable stocks to invest in, its long-term contracts and conservative financials make it a wealth-building machine…

Geographic and technological diversification cushions against regulatory and market risk, offering solid growth and income.

3. Enphase Energy (ENPH): Dominating Solar Tech

Enphase isn't building solar panels, it's redefining how they work. Known for its cutting-edge microinverters and energy management systems, Enphase benefits directly from residential solar growth and rising energy storage adoption…

Technology leaders in fast-growing niches often outperform. Enphase is a pure play on smarter, more efficient solar power.

4. First Solar (FSLR): America's Solar Manufacturer

While many solar companies outsource manufacturing, First Solar produces its panels in the U.S., making it a key beneficiary of domestic subsidies and reshoring trends. Its cadmium telluride technology offers cost and performance advantages over traditional silicon-based panels…

Vertical integration and domestic production give First Solar a geopolitical edge in a competitive global market.

5. Plug Power (PLUG): Hydrogen's Bold Bet

Plug Power is a leader in hydrogen fuel cell technology for vehicles, industry, and power generation. Though not yet profitable, its partnerships with Amazon, Walmart, and global logistics players show real market traction…

High-risk, high-reward plays like Plug Power can deliver outsized returns if you're patient and can handle volatility.

6. Tesla (TSLA): More Than Just EVs

While known for electric cars, Tesla's energy division is growing fast. Its solar roofs, Powerwall batteries, and massive grid-scale storage projects position it as a holistic clean energy provider, not just a car company…

Disruption comes from companies that integrate hardware, software, and infrastructure. Tesla's renewable arm could be its next trillion-dollar story.

7. Clearway Energy (CWEN): Clean Power, Reliable Dividends

Clearway owns a mix of solar and wind farms across the U.S., with long-term contracts that ensure predictable income. Its focus on dividend-paying renewable assets makes it ideal for conservative investors looking for income and impact…

Not every green investment has to be high-growth. Clearway offers stability and passive income in a volatile market.

8. Albemarle Corporation (ALB): Powering the Battery Boom

Albemarle is a leading lithium producer, supplying the battery materials that power electric vehicles and grid storage. As the backbone of clean tech, lithium demand is projected to surge in the coming decades."

Sometimes the best renewable energy stocks for growth aren't utility companies, they're the suppliers fueling the ecosystem."

End quotes.

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Article 2: Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now

My second article continues the renewable energy theme. It's titled Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now. The story was found on finance.yahoo.com and is by Pathikrit Bose. Here are some of his thoughts about his stock pick.

"If President Donald Trump's 'Big Beautiful Bill' passes, it would not be so beautiful for companies in the solar industry. This reality was evident in the meltdown that solar stocks witnessed on news that the Senate version of the bill looks to fully phase out both solar and wind power tax incentives by 2028.

So, where does that leave First Solar, whose shares have corrected by nearly 18% already this year? In a pretty good place, if analysts are to be believed.

First Solar (FSLR)

First Solar specializes in large-scale utility solar projects and integrated photovoltaic (PV) systems. The company designs, manufactures, and sells CdTe thin-film photovoltaic modules and is the only major solar manufacturer headquartered and producing in the U.S. Its market cap currently stands at $15.4 billion, making it one of the largest companies in the industry.

Now, there are some valid reasons for First Solar stock's decline with the 'Big Beautiful Bill'… With such legislation pending, investors fear that developers may cancel or delay new solar installations, shrinking First Solar's total addressable market. Consequently, this may hurt project bookings and revenue visibility for First Solar.

However, I reckon First Solar's correction has been overdone, and projections about its downturn extending further are misplaced. Why? Let's have a closer look.

First Solar's Financials Are Not That Worrisome

First Solar has had a tough time in recent quarters as its earnings have missed estimates, with the latest quarter even seeing the company's earnings witness a yearly decline. However, its net sales did surpass the Street estimates and rose on an annual basis, accompanied by a decrease in short-term debt…

Management remains confident about the company's long-term prospects based on its 'Made in USA' strategy with CEO Mark Widmar commenting, 'Despite the near-term challenges presented by the new tariff regime, we believe that the long-term outlook for solar demand, particularly in our core U.S. market, remains strong, and that First Solar remains well-positioned to serve this demand. This belief is based on the unique profile of First Solar compared to its peers, as America's largest, and most established solar module manufacturer, and the country's only fully vertically integrated producer, our significant network of domestic supply chain vendors, and our proprietary CadTel-based semiconductor.'

Shining Light in a Growing Industry

First Solar appears poised to win the battle for solar industry dominance for a few reasons.

First is its unique CdTe thin-film solar technology, which gives the company a distinct advantage by insulating its supply chain from the risks associated with China-dependent crystalline silicon. With roughly 95% of solar modules globally based on crystalline silicon, First Solar stands out as the only large-scale solar manufacturer with international reach using cadmium telluride technology…

Another key strength is its strong domestic manufacturing base…

The surge in artificial intelligence-driven infrastructure further plays to First Solar's strengths… First Solar's product line, especially its utility-scale thin-film modules, is particularly suited to meet the reliability and performance requirements of this growing segment…

Analyst Opinions on First Solar Stock

Analysts remain bullish on First Solar stock, assigning it a rating of 'Strong Buy' with a mean target price of $211.81. This denotes upside potential of about 45.5% from current levels. Out of 31 analysts covering the stock, 25 have a 'Strong Buy' rating, two have a 'Moderate Buy' rating, three have a 'Hold' rating, and one has a 'Strong Sell' rating."

End quotes.

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Article 3: World's Most Sustainable Companies of 2025

Now, this next article is a great ranking of companies. It's titled World's Most Sustainable Companies of 2025 and found on time.com. The introduction is by TIME Staff. Here are some brief quotes from the article.

"Statista and TIME have joined forces to identify the World's Most Sustainable Companies of 2025, aiming to highlight corporate responsibility and promote sustainable practices…

The ranking process began with a comprehensive selection from over 5,000 of the world's largest and most influential companies, considering factors such as revenue, market capitalization, and public prominence…

The first step excluded companies involved in non-sustainable industries like fossil fuels or deforestation. Additionally, companies appearing on negative lists related to sustainability issues, such as those identified as carbon majors or associated with environmental catastrophes, were automatically disqualified…

The second step involved assessing companies based on external sustainability ratings and commitments from reputable organizations. Key criteria included CDP ratings, adherence to the UN Global Compact, alignment with the Science Based Targets initiative (near-term and long-term), inclusion in the S&P Global Sustainability Yearbook, participation in the UNFCCC Race to Zero campaign, and MSCI ESG & SRI evaluations…

The final step involved researching various environmental and social Key Performance Indicators (KPIs) from companies' Corporate Social Responsibility (CSR) reports. See the full list of companies here."

End quotes.

Note: the top 5 companies in the ranking are Schneider Electric (France), Telefónica (Spain), Brambles (Australia), Temenos (Switzerland), and Moncler (Italy). Interestingly, none of these top companies are from the USA.

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Article 4: These 50 Canadian corporations are carving out a more sustainable future

My final article is titled These 50 Canadian corporations are carving out a more sustainable future. It's found on corporateknights.com, and the introduction is by Rick Spence. Though this will mainly interest Canadians, many companies cited might interest ethical and sustainable investors globally. Here is some of what Mr. Spence says in his piece.

"The Best 50 ranking was first developed back in 2002 to track the sustainability journeys of Canada's most environmentally and socially conscious companies. This year's list shows that corporate Canada's ethical vanguard is not only actively reducing its carbon footprint, but finding new and creative ways to connect with their customers, create fairer workplaces and develop more prosperous and resilient communities…

Yes, greenwashing and window-dressing still dominate the business landscape, but rankings like the Best 50 prove that progress is possible. Even the best companies have flaws. But on the whole, this list demonstrates that many Canadian firms are preparing themselves for increasing change and creating value by prioritizing transparency, innovation and action."

End quotes.

Note: the top 5 companies in the ranking are Boralex Inc. (BLX.TO), Stantec Inc. (STN.TO), Innergex Renewable Energy Inc. (INE.TO), The Co-operators (private), and the Royal Canadian Mint (government-owned).

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More articles of interest from around the world for ethical and sustainable investors

1. Title: A Comparative Look at the Costs of Faith-Based ETFs on etftrends.com. By Elle Caruso Fitzgerald.

2. Title: Canada Sustainable Funds 2024 Review on morningstar.com.

3. Title: Best Halal Mutual Funds In India (2025 List) on tradersunion.com. By Alamin Morshed.

4. Title: JUST: ESG ETF Doing The Job, But Not The Best on seekingalpha.com. By Fred Piard.

5. Title: Goldman Sachs Launches Green Bonds ETF for Emerging Markets on carboncredits.com. By Aiden Green.

6. Title: Octopus Energy launches first African renewable energy fund on msn.com. By GlobalData.

7. Title: Top 10: Solar Energy Companies on energydigital.com. By Jasmin Jessen.

8. Title: Top Halal Stocks To Invest In Bangladesh 2025 on tradersunion.com. By Alamin M.

9. Title: Examining the Top 5 UK ESG Investment Funds on sustainabletimes.co.uk. By Georgina Thomas

-------------------------------------------------------------

Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "Exciting Investment Ideas in New Company Rankings."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

I'll talk to you next on July 11th.

Bye for now.

© 2025 Ron Robins, Investing for the Soul

More Top ESG ETFs and Companies. Includes reviews and links to 16 articles with great ETF and stock recommendations globally.

By Ron Robins, MBA

Transcript & Links, Episode 154, June 13, 2025

Hello, Ron Robins here. Welcome to my podcast episode 154, published June 13, 2025, titled "More Top ESG ETFs and Companies."

So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your 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.

Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 16 articles for you in this podcast!

-------------------------------------------------------------

More Top ESG ETFs and Companies (1)

My first review article appeared on a favourite investor website, morningstar.com. It's titled Five Top ESG ETFs for US Investors and is written by Hannah Hummel. Here are some brief comments on each ETF from Ms. Hummel.

"To find these 174 sustainable ETFs, we applied multiple screens across all exchange-traded funds in Morningstar's database, selecting only equity investments that are both domiciled in the United States and traded on a United States Exchange. Next, we filtered the remaining ETFs down to only those Morningstar designates as an 'ESG Intentional Investment – Overall.' (Read here.)… All fund sizes are as of June 2, 2025.

1. iShares ESG Aware MSCI USA ETF ESGU

• Morningstar Category: Large Blend
• Morningstar Medalist Rating: Silver
• Morningstar ESG Risk Rating: Above Average
• Analyst: Lan Anh Tran

IShares ESG Aware MSCI USA ETF tops our screen with $13.37 billion in assets under management. Incepted in December 2016, the fund has returned 0.48% year to date, trailing a 1.06% return for the S&P 500 and a 0.86% return for the Morningstar US Market Index in 2025. Over the past three years, the fund has posted a 13.59% annualized return, underperforming the S&P 500 at 14.41% and the Morningstar US Market Index at 14.05%.

This passively managed fund tracks the MSCI USA Extended ESG Focus Index.

2. Vanguard ESG US Stock ETF ESGV

• Morningstar Category: Large Blend
• Morningstar Medalist Rating: Silver
• Morningstar ESG Risk Rating: Above Average
• Analyst: Lan Anh Tran

The only ETF offered by a provider other than iShares that places among our screen's five largest vehicles is the $10.16 billion Vanguard ESG US Stock ETF. The Silver Morningstar Medalist was launched… in September 2018. Year to date, investors have seen a negative 0.21% return, leaving the fund trailing the S&P 500 and the Morningstar US Market Index by 1.27 percentage points and 1.07 percentage points, respectively. In the past three years, however, the fund has delivered a 14.45% annualized return, slightly overperforming the S&P 500 at 14.41%.

Like the other four largest funds in our screen, Vanguard ESG US Stock ETF is passively managed, designed to replicate the performance of the FTSE USA All Cap Choice Index.

3. iShares ESG Aware MSCI EAFE ETF ESGD

• Morningstar Category: Foreign Large Blend
• Morningstar Medalist Rating: Silver
• Morningstar ESG Risk Rating: Above Average
• Analyst: Zachary Evens

The largest ETF falling under the foreign large-blend Morningstar Category and the third largest across our screen overall is the $9.73 billion iShares ESG Aware MSCI EAFE ETF. Opened to investors in June 2016, this Silver medalist has returned an impressive 16.7% year to date against a 5.22% return for the Morningstar Global Markets Index. The fund's three-year annualized return is 11.3%, trailing the Morningstar Global Markets Index by 0.42 percentage points.

In keeping with the remainder of the five largest funds in our screen, iShares ESG Aware MSCI EAFE ETF is passively managed, tracking the MSCI EAFE Extended ESG Focus Index.

4. iShares ESG Aware MSCI EM ETF ESGE

• Morningstar Category: Diversified Emerging Markets
• Morningstar Medalist Rating: Bronze
• Morningstar ESG Risk Rating: Above Average
• Analyst: Lan Anh Tran

IShares ESG Aware MSCI EM ETF ranks fourth in our screen with $4.73 billion in assets under management. Launched in June 2018, the IShares ESG Aware MSCI EM ETF has returned 9.74% in 2025, beating a 7.54% return for the Morningstar Emerging Markets Index. Looking over a longer horizon, the fund's three-year annualized return is 4.62%, trailing a 5.46% return for the Morningstar Emerging Markets Index.

This Bronze Morningstar Medalist is passively managed, seeking to replicate the performance of the MSCI Emerging Markets Extended ESG Focus Index.

5. iShares ESG MSCI KLD 400 ETF DSI

• Morningstar Category: Large Blend
• Morningstar Medalist Rating: Bronze
• Morningstar ESG Risk Rating: High
• Analyst: Ryan Jackson

Rounding out our list of the top five largest US-domiciled ESG Equity ETFs is iShares ESG MSCI KLD 400 ETF with $4.5 billion in assets under management. Incepted in November 2006, it is the oldest fund among the five largest in our screen by nearly a decade. Year to date, DSI has returned negative 0.88%, trailing the S&P 500 by 0.18 percentage points, but outperforming the Morningstar US Market Index by 0.02 percentage points.

This Bronze Morningstar Medalist passive fund seeks to replicate the performance of the MSCI KLD 400 Social Index."

End quotes.

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More Top ESG ETFs and Companies (2)

Now, another article by Hannah Hummel on morningstar.com. This one is titled 2 Top Undervalued EV Stocks to Watch Now. Again, some brief quotes on each stock by her. Morningstar Data as of May 13, 2025.

"1. Analog Devices ADI

• Morningstar Economic Moat Rating: Wide
• Price/Fair Value: 0.93
• Morningstar Rating: 4 stars
• Sector: Technology

Analog Devices is a leading global manufacturer of mixed-signal and analog chips. [Its] chips function by translating environmental conditions like temperature and sound into viable digital signals. The company supplies chips to a diverse range of end markets, including automotive companies, as well as manufacturers of medical devices, robots, and industrial machinery.

In both fiscal 2022 and 2023, the adjusted operating margin for the firm hit 49%, though it has since declined to 41% in fiscal 2024. Morningstar anticipates, however, that the adjusted operating margin for Analog Devices could reach 50% by fiscal 2028, bolstered by a projected 9% average annual growth in sales. Considering Morningstar's current fair value estimate of $245 per share, projections for fiscal 2025 are in line with a 3% free cash flow yield.

At a recent $226.68 per share, Analog Devices was trading at a 7% discount to Morningstar's fair value estimate.

2. NXP Semiconductors NXPI

• Morningstar Economic Moat Rating: Wide
• Price/Fair Value: 0.76
• Morningstar Rating: 4 stars
• Sector: Technology

NXP Semiconductors is a prominent player among automotive semiconductor manufacturers. Like Analog Devices, the firm's expertise is not limited solely to automotive chipmaking, as it also sells to the mobile, communications infrastructure, and industrial markets. Moreover, through enabling near-field communication, or NFC, NXP Semiconductors powers the mobile wallet offerings of multiple high-profile clients, the likes of which include Google GOOGL and Apple AAPL.

Although the firm lost 5.0% in revenue in 2024 and Morningstar models an 8.5% decrease in revenue this year amid tariff-related market challenges, Morningstar anticipates a recovery by 2026. Indeed, Morningstar models indicate that NXP Semiconductors' revenue could increase 6% in 2026 as EV designs call for an increasing proportion of chips embedded into their systems. Morningstar's fair value estimate for NXP Semiconductors currently sits at $280 per share, indicating a 6% free cash flow yield for 2025.

At a recent $212.40 per share, NXP Semiconductors was trading at a 24% discount to Morningstar's fair value estimate."

End quotes.

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More Top ESG ETFs and Companies (3)

My third article brings us back to a favourite sector for ethical and sustainable investors. The article is titled 3 Alternative Energy Stocks to Watch Amid Escalated Tariff Uncertainty and was found on zacks.com and is by analyst Aparajita Dutta. Her article is a comprehensive review and analysis of the industry and a few of its leading companies.

Here are some quotes by Ms. Dutta from her article.

"The Alternative Energy Industry has outperformed its sector as well as the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively surged 41.9% in the past year against the Oils-Energy sector's 9.8% decline. The Zacks S&P 500 composite has gained 11.7% in the same time frame…

1. Ormat Technologies ORA

Based in Reno, NV, the company is primarily engaged in the geothermal energy power business. On May 27, 2025, Ormat Technologies announced a $62 million Hybrid Tax Equity partnership with Morgan Stanley Renewables to support its Lower Rio and Arrowleaf energy storage and solar projects, expected to be operational by the end of 2025. This innovative financing will help Ormat monetize $160 million in tax benefits in 2025, boosting profitability and supporting its long-term energy storage growth strategy.

The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 8.4% from the previous year's estimated figure. The stock boasts a long-term (three-to-five years) earnings growth rate of 10%. The company currently carries a Zacks Rank #2 (Buy). Ormat Technologies, Inc. (ORA): Free Stock Analysis Report.

2. Standard Lithium SLI

Based in Vancouver, Canada, Standard Lithium is a technology and lithium development company. Its flagship project is located in southern Arkansas, where it is engaged in the testing and proving of the commercial viability of lithium extraction. On May 29, 2025, it was announced that Smackover Lithium, a joint venture between Standard Lithium and Equinor, has secured AOGC approval for a 2.5% lithium royalty rate for Phase I of its South West Arkansas Project, marking the first such approval in the state. This milestone sets a regulatory precedent and enhances Standard Lithium's pathway to commercial production by 2028.

The Zacks Consensus Estimate for Standard Lithium's 2025 bottom line is pegged at a loss of 8 cents per share, suggesting a solid improvement from the year-ago quarter's reported loss of 13 cents. The bottom line beat the consensus estimate in the last reported quarter. Standard Lithium currently carries a Zacks Rank #2. Standard Lithium Ltd. (SLI): Free Stock Analysis Report.

3. Bloom Energy BE.VI

Based in San Jose, CA, the company generates and distributes renewable energy. On April 30, 2025, Bloom Energy posted its first-quarter 2025 results. Revenues of $326 million reflected an increase of 38.6% year over year. Bloom Energy's gross margin was 27.2%, reflecting a 110 basis points improvement over last year's reported figure.

The stock holds a long-term earnings growth rate of 24.4%. The Zacks Consensus Estimate for 2025 sales implies an improvement of 19.3% from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold). Bloom Energy Corporation (BE): Free Stock Analysis Report."

End quotes

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More articles of interest from around the world for ethical and sustainable investors

1. Title: Best Natural and Organic Food Stocks to Keep an Eye On in 2025 on finance.yahoo.com. (Updated.) By Sumit Singh of Zacks. Original article featured in my Podcast: The Low-Carbon Stocks for Sustainable Investors.

2. Title: 5 Best Sustainable Investment Platforms for UK Investors on moneymagpie.com. By Ruby Layram.

3. Title: Triodos Investment Fund Earns Rare Perfect Score on financial-news.co.uk. By Danielle Trigg.

4. Title: Triodos Bank UK Recognised as Ethical 'Best Buy' for Investment Funds and Stocks & Shares ISAs. On and by ffnews.com.

5. Title: Top 10: Sustainable Supply Chains on sustainabilitymag.com. By James Darley.

6. Title: M & T Bank a Top Socially Responsible Dividend Stock With 2.9% Yield (MTB) on nasdaq.com. By BNK Invest.

7. Title: Top 10: ESG Ratings Providers on sustainabilitymag.com. By James Darley.

8. Title: Australian Ethical Investment Leads These 3 Promising Small Caps with Strong Potential on and by simplywall.st/stocks/au.

9. Title: These 3 Nuclear Stocks Should Be on Your Energy Radar on oilprice.com. By Alex Kimani.

10. Title: There's Absolutely Massive Demand Growth Ahead for This Well-Positioned High-Yield Stock on finance.yahoo.com. By Reuben Gregg Brewer.

11. Title: Our top rated ESG ETFs on morningstar.com.au. By Simonelle Mody.

12. Title: How to Invest in Green Bonds on morningstar.com. (Lists 6 green bond funds). By Charity Blue and Leslie P. Norton.

13. Title: The 50 most sustainable companies in Europe on corporateknights.com. Introduction by Tristan Bronca.

-------------------------------------------------------------

Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "More Top ESG ETFs and Companies."

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

I'll talk to you next on June 27th.

Bye for now.

© 2025 Ron Robins, Investing for the Soul

Great Stock Picks in 18 New Articles! Features analyst stock picks in sustainable technology, healthcare, fashion, jewelry, manufacturing, and more.

By Ron Robins, MBA

Transcript & Links, Episode 153, May 16, 2025

Hello, Ron Robins here. Welcome to my podcast episode 153, published May 16, 2025, titled "Great Stock Picks in 18 New Articles!"

So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your 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.

Additionally, please visit the podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 19 articles for you in this podcast!

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Great Stock Picks in 18 New Articles! (1)

The first article I'm reviewing appeared on insidermonkey.com. It's titled 11 Cheap ESG Stocks to Buy According to Hedge Funds by Rameen Kasana. Ms. Kasana employs fascinating methodology to arrive at her stock selection. Here are some quotes on her process and, importantly, her stock picks.

"We have compiled a list of 11 companies ranked by Sustainalytics (by Morningstar) in its recent ESG Top-Rated Companies report. From the report, we identified companies with a forward P/E less than 15, extracted from FINVIZ. From there, we picked companies with the highest number of hedge fund investors, as per Insider Monkey's database of Q4 2024.

11. Flex Ltd. (NASDAQ:FLEX)

Number of Hedge funds holding: 52

Flex Ltd. operates as a contract manufacturing company that offers design, manufacturing, and product management solutions to electronic and technology companies. While the Flex Agility Solutions (FAS) segment is centered on communications, consumer devices, and lifestyle, the Flex Reliability Solutions (FRS) segment encompasses markets like Automotive, Health Solutions, and Industrial.

10. Seagate Technology Holdings plc (NASDAQ:STX)

Hedge funds holding: 52

Seagate Technology Holdings plc is a leading provider of hard disk drives for data storage for both enterprise and consumer markets. With a presence in Singapore, the United States, the Netherlands, and internationally, the core offerings of the company include mass capacity storage products, legacy applications, and the Lyve edge-to-cloud mass capacity platform.

9. Crown Holdings, Inc. (NYSE:CCK)

Hedge funds holding: 53

Crown Holdings is a global packaging powerhouse operating through the Americas Beverage, European Beverage, Asia Pacific, and Transit Packaging segments. Founded in 1892, the company manufactures and markets recyclable aluminum beverage and non-beverage cans, steel crowns, glass bottles, ends, and closures. From food to household and industrial industries, the company serves a wide clientele.

8. Tapestry, Inc. (NYSE:TPR)

Hedge funds holding: 57

Tapestry, Inc. is a global house of leading fashion brands, particularly Coach, Kate Spade New York, and Stuart Weitzman. Headquartered in New York, the company offers its products directly and indirectly via wholesale and licensing businesses. The enterprise claims to use its strengths to empower communities and make the fashion industry more sustainable, equitable, inclusive, and diverse.

7. Hewlett Packard Enterprise Company (NYSE:HPE)

Hedge funds holding: 66

Hewlett Packard Enterprise Company is a U.S.-based leading information technology company that provides smart solutions and cloud-based services. The core offerings of the company include servers, storage devices, networking products, software, IT support, and customized financial solutions. From retailers and distribution partners to direct sales management, independent software vendors, and equipment manufacturers, the tech giant markets through a range of experts.

6. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

Hedge funds holding: 68

Regeneron Pharmaceuticals is a leading biotechnology company serving people living with eye disease, cardiovascular disease, cancer, and inflammation. Headquartered in New York, the company develops and markets life-changing medicines for people with severe illnesses. Driven by its 'Doing Well by Doing Good' philosophy, Regeneron Pharmaceuticals facilitates a culture that promotes integrity and builds sustainable communities.

5. The Cigna Group (NYSE:CI)

Hedge funds holding: 72

The Cigna Group is a global health company providing insurance and related products. With two main segments: Evernorth Health Services and Cigna Healthcare, it has a vast offering including coordinated and point solution health services, and pharma-related care. Based in Connecticut.

4. Elevance Health, Inc. (NYSE:ELV)

Hedge funds holding: 73

Elevance Health is a U.S.-based health insurer that operates through four segments, including Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. Incepted in 2001, the company also provides pharmaceutical services, managed care services, health products, and behavioral health management, among others.

3. QUALCOMM Incorporated (NASDAQ:QCOM)

Hedge funds holding: 79

QUALCOMM Incorporated headquartered in California, is a digital telecommunications provider, operating through three segments, namely Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). With a market capitalization of $162.449 billion, the company is recognized as the 158th most trusted company in America by Forbes. The core values of the company include empowering people, transforming communities, and protecting the planet.

2. Cisco Systems, Inc. (NASDAQ:CSCO)

Hedge funds holding: 84

Cisco Systems is a U.S.-based firm that offers information technology and networking services. Incepted in 1984, the company also offers network security and access management services. Cisco delivers its products and services directly and indirectly through system integrators, service providers, and other distributors.

1. Western Digital Corporation (NYSE:WDC)

Hedge funds holding: 85

Western Digital Corporation is a California-based global leader in the hard disk drive market. While providing data storage solutions, the giant is fully dedicated to preserving and protecting the planet. The company's initiatives revolve around reducing, recycling, reusing, and saving for the generations to come."

End quotes.

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Great Stock Picks in 18 New Articles! (2)

The second article comes to us from the renowned Morningstar site. It's titled 2 Undervalued Automation Companies for Sustainable Investors. It's by Liz Angeles. Now, some quotes from her article.

"The Morningstar Rating compares a stock's current price with Morningstar's estimate of its fair value, which is based on the present value of the company's future cash flow. A 4-star stock is undervalued, and a 5-star stock is significantly undervalued.

1) Sika Group (SKFOF)

Established in 1910, Switzerland-based Sika produces specialty chemicals primarily used by the construction sector (85% of sales). Its products are mainly used for bonding, sealing, reinforcing, and protecting in the construction and automotive industries. Approximately 70% of its products have a positive impact on sustainability for customers. Sika has a global manufacturing footprint of more than 400 factories spread across over 100 countries.

• Price/Quantitative Fair Value: 0.89
• Quantitative Morningstar Rating: ★★★★★
• ESG Risk Rating Assessment: Medium
• Sector: Basic Materials

2) Zebra Technologies (ZBRA)

Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency for its customers.

• Analyst: William Kerwin, CFA
• Price/Fair Value: 0.75
• Morningstar Rating: ★★★★
• ESG Risk Rating Assessment: Negligible
• Sector: Technology"

End quotes.

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Great Stock Picks in 18 New Articles! (3)

This third article has a perspective that many investors concur with and posits it regarding Netflix. The title of the article is Possible Stock Split? This Stock Has Surged 284% Since 2023 -- Here's Why You Shouldn't Wait to Buy It. It's by Adam Levy of The Motley Fool and found on finance.yahoo.com. Here are a few brief quotes from Mr. Levy's article.

"But enacting a stock split can be a very strong signal from management to investors. Management will usually initiate a stock split after a run-up in the price of the stock. When it announces a split, it's suggesting the current run-up in price is justified and that it expects the price to continue climbing.

On the other hand, the confidence boost provided by a stock split will only go as far as the company's next earnings report or news item. If the fundamentals of the business are no good, or the stock has gotten ahead of itself, it doesn't make sense to buy it just because of a stock-split announcement.

One stock I've had my eye on looks poised for a stock split this year. It's up 284% since the start of 2023, and investors have an opportunity to get in now, whether management announces a split in the near future or not. [That stock is] Netflix (Nasdaq: NFLX)."

End quotes.

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Great Stock Picks in 18 New Articles! (4)

The fourth article I'm posting appeared recently on one of the finest sites I know. That is corporateknights.com. The article's title is Pandora's big bet on sustainability pays off. It's by Naomi Buck. Here are a few quotes from that article.

"Pandora (PNDORA.CO)

According to those who study consumer habits, millennials and Gen Zs are looking for two things when they go shopping: sustainability and individuality. One jewellery company is capturing hearts and wallets by offering both.

Pandora, launched as a family-run jewellery shop in Copenhagen in 1982, has grown to become the world's largest jewellery maker, by pieces sold. And unlike much of its industry in recent years, Pandora's star is rising. As competitors like Tiffany and Signet see diminishing returns, Pandora ended 2024 with 31.7 billion krone (US$4.5 billion) in annual revenue, representing 13% organic growth…

In 2019, following several years of declining sales, Pandora embarked on a new strategy: to expand its product line beyond the luxury charm bracelets for which it had become famous and go all in on sustainability. It established three new priorities: to decarbonize, push circularity and promote a more diverse corporate culture.

While sustainability may be front of mind for younger buyers, [Pandora CEO Alexander] Lacik admits that the average jewellery shopper is looking primarily at design and price. But even if customers weren't clamouring for it, Pandora's sustainability push has proven a sound business decision; according to its 2024 annual report, the company has grown by 45% since 2019. No doubt, others in the industry are watching with interest."

End quotes.

Also, see this New York Times article on Pandora How the World's Largest Jeweler Is Surviving the Trade War. It's by Eshe Nelson.

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Great Stock Picks in 18 New Articles! (5)

This fifth article was also posted on corporateknights.com with the same author as the previous article, Naomi Buck. Its title is Italy's ERG proves you can trade oil for renewables and win. Again, here are a few quotes from the article.

"ERG (ERG.MI)

In 2008, the Italian oil company ERG faced a crossroads. Having sold its 49% stake in a Sicilian refinery to Russian oil giant Lukoil just before the markets crashed, it had cash to burn. And it had a fundamental choice to make…

By 2013, ERG had become Italy's leading producer of wind energy. It now has installed capacity in the United Kingdom, Germany, France, Poland, Romania, Bulgaria and Sweden, making it one of the continent's top 10 wind companies. It also owns major solar installations in Italy, Spain, France and the United States.

ERG's wholesale transition from black to green took little over a decade, and with it the company redefined itself: no longer responding to Italy's demand for oil, it sees itself – in its own words – 'inspiring change to power the future.'"

End quotes.

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More articles of interest for ethical and sustainable investors from around the world

1. Title: Top 3 Mutual Funds to Invest in India (2025) on shariahsecurities.com. By Shariah Securities.

2. Title: Top Halal Mutual Funds For 2025 on tradersunion.com. By Alamin Morshed.

3. Title: Investing in Green Bonds: Your Complete Guide on fool.com. By Benjamin Locke.

4. Title: Making sense of a rough quarter for ESG funds on ft.com. By Simon Mundy.

5. Title: 11 Most Carbon-Friendly AI Companies Leading the Sustainable Technology Revolution on theimpactinvestor.com. By Kyle Kroeger.

6. Title: Simon Property Group a Top Socially Responsible Dividend Stock With 5.3% Yield (SPG) on nasdaq.com. By BNK Invest.

7. Title: How some companies are rapidly adapting to the energy transition on corporateknights.com. By Naomi Buck.

8. Title: 3 Large-Cap Stocks with Solid Fundamentals on finance.yahoo.com. By Kayode Omotosho.

9. Title: Understanding ESG scores and their impact on investment choices on equities.com. By Shane Neagle.

10. Title: ADP Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com. By Online Investor Staff.

11. Title: The Best AI ETFs to Buy in 2025 on moneymagpie.com. By Ruby Layram.

12. Title: 13 Best AI Stocks to Buy Under $10 on insidermonkey.com. By Abdul Rahman.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "Great Stock Picks in 18 New Articles!"

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!

Contact me if you have any questions.

Thank you for listening.

I'll talk to you next on May 30th.

Bye for now.

© 2025 Ron Robins, Investing for the Soul

More Top Sustainable Stocks To Consider includes several articles featuring terrific renewable energy, healthcare, branded consumer and natural food stocks.

By Ron Robins, MBA

Transcript & Links, Episode 152, April 18, 2025

Hello, Ron Robins here. Welcome to my podcast episode 152, published April 18, 2025, titled "More Top Sustainable Stocks To Consider." It's presented by Investing for the Soul. Investingforthesoul.com is your 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.

Additionally, quotes about individual companies are brief. Please visit the podcast's webpage for links to the articles and additional company and stock information.

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More Top Sustainable Stocks To Consider (1)

Now, the following articles offer some interesting investment ideas. The first article is titled ESG Still Matters. 3 Defensive Stocks That Make the Grade. It's by Teresa Rivas and seen on barrons.com. Here are a few quotes from her article.

"Portfolio manager Bill Davis is shutting out all the noise and sticking to his guns. The term ESG has been a lightning rod for a long time, but it is—and always has been—simply 'a proxy for finding a well managed company…'

Davis puts his money where his mouth when it comes to the actively managed Hennessy Stance ESG ETF, which doesn't invest in tobacco, fossil fuel, weapons, and similar areas. He does make exceptions based on company principles.

The fund uses an algorithm to rank S&P 500 companies by various risk factors and metrics, and identifies those most likely to generate positive alpha and minimize harm. It also helps avoid being reactionary to the zigzags of U.S. policy these days.

That strategy, which also avoids large positions, hasn't distinguished itself in these past few years when the Magnificent Seven tech stocks and a handful of other megacaps drove index performance—the fund, though, does have positions in Google, Apple, and Netflix.

Still, Davis stands firm. The strategy can show its worth when investors are more concerned with downside risk protection.

There are plenty of companies, though, that Davis feels differently about. He likes drug distributor

Cardinal Health CAH

—peer to Barron's pick McKesson—because healthcare remains a safe haven and Cardinal has done particularly well—doubling the S&P 500 in recent years. Its earnings growth profile is good and 'it's a solid company with large enough scale to have pricing power.'

Also making the cut is

Atmos Energy AIO

Davis cites the natural-gas utility's relative momentum—the shares are up nearly 30% in the past year—and its defensive qualities. Although the fund shies away from fossil fuels, distributors like Atmos that are transparent, focused on reducing greenhouse gas emissions, do fit the bill.

Davis owns staple

General Mills GIS

as well, again for its defensive qualities, including a 4% yield, and its size—big enough to exert pricing power. He does see only modest upside, but also 'low downside, so it's a good fit for our portfolio.'"

End quotes.

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More Top Sustainable Stocks To Consider (2)

This second article brings us back to the most likely favourite sector for ethical and sustainable investors. Its title is 5 Renewable Energy Stocks to Buy Amid Growing Market Demand by Nalak Das at Zacks and seen on finance.yahoo.com. Here's some of what Mr. Das says about his picks.

"These five renewable stocks have strong long-term potential. These stocks have seen positive earnings estimate revisions in the last 60 days. Each of our picks currently carries a Zacks Rank #2 (Buy). At the same time, these companies pay dividends regularly at an attractive rate.

1. The AES Corp. AES

is one of the forerunners in the utility industry's transition to clean energy by investing in sustainable growth and innovative solutions while delivering superior results. AES continues to invest in clean energy projects. In 2024, AES completed the construction of 3 gigawatts (GW) of wind, solar, gas and energy storage. [The company] expects to add a total of 3.2 GW of new renewables to its operating portfolio by the end of 2025…

AES has an expected revenue and earnings growth rate of 3.1% and -1.4%, respectively, for the current year… AES has a current dividend yield of 6.32%. The AES Corporation (AES): Free Stock Analysis Report.

2. OGE Energy Corp. OGE

has been investing steadily to expand its renewable generation assets. The company is focused on reducing its carbon dioxide emissions to 50-52% by 2030. As of Dec. 31, 2024, OGE owned the 120 megawatts (MW) Centennial, 101 MW OU Spirit and 228 MW Crossroads wind farms. It also owns and operates six solar sites across the state of Oklahoma and one in Arkansas, which comes with a cumulative generation capacity of 32.2 MW…

OGE has an expected revenue and earnings growth rate of 0.8% and 3.7%, respectively, for the current year… [The company] has a current dividend yield of 3.88%. OGE Energy Corporation (OGE): Free Stock Analysis Report.

3. WEC Energy Group Inc. WEC

is investing in cost-effective zero-carbon generation like solar and wind. During 2025-2029, WEC plans to invest $28 billion, out of which $9.1 billion will be invested in regulated renewable projects. The idea is to further strengthen WEC's renewable portfolio…

WEC Energy Group has an expected revenue and earnings growth rate of 9.2% and 8.5%, respectively, for the current year…[It] has a current dividend yield of 3.42%. WEC Energy Group, Inc. (WEC): Free Stock Analysis Report.

4. NiSource Inc. NI

expects to invest $19.4 billion during 2025-2029 to modernize infrastructure, which will enhance the reliability of its operations. NISource continues to add clean assets to its portfolio and retire coal-based units. [The company] is set to retire its 100% coal-generating sources between 2026 and 2028 and replace the production volumes with reliable and cleaner options at lower costs.

NISource aims to reduce greenhouse gas emissions by 90% by 2030 from the 2005 levels. This initiative can help NISource lower the cost of operations by focusing on new and advanced assets. New products and services can lead to added revenue streams…

NiSource has expected revenue and earnings growth rates of 11.1% and 6.9%, respectively, for the current year… [it] has a current dividend yield of 2.94%. NiSource, Inc (NI): Free Stock Analysis Report.

5. CMS Energy Corp. CMS

remains one of the primary utility providers in Michigan. CMS plans to invest $20 billion in infrastructure upgrades, repair and clean energy generation during 2025-2029. In November 2024, CMS filed its 20-year renewable energy plan, which includes the addition of nine GW of solar and four GW of wind to its generation portfolio during 2025-2045…

CMS Energy has an expected revenue and earnings growth rate of 7.4% and 7.8%, respectively, for the current year… [it] has a current dividend yield of 3.05%. CMS Energy Corporation (CMS): Free Stock Analysis Report."

End quotes.

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More Top Sustainable Stocks To Consider (3)

This third article is an updated version of a February 20, 2025, story. It was featured in my Podcast: The Low-Carbon Stocks for Sustainable Investors. Its new title is Best Natural and Organic Food Stocks to Buy Now in 2025 by Sumit Singh. Again, it's from the great Zacks research group and found on finance.yahoo.com. Here are some quotes from the new article.

"Companies like The Hain Celestial Group, Inc. HAIN, General Mills, Inc. GIS and Vital Farms, Inc. VITL are responding to the rising demand for organic, clean-label and ethically sourced foods. With consumers prioritizing transparency, sustainability and minimal processing, the market for natural foods continues to grow. Expanding farm networks, plant-based innovations and a focus on humane, eco-friendly production are shaping the industry's future…

The global healthy foods market is expected to reach $2.26 trillion by 2035.

3 Natural Food Stocks to Watch

1. United Natural Foods, Inc. UNFI

stands as a prominent player in the natural food sector, serving as one of the largest distributors of organic and natural products in North America. Through its extensive network, United Natural Foods supplies a vast array of products, including fresh produce, pantry staples, dairy alternatives and plant-based foods. With its diverse portfolio, the company caters to both retail giants and independent natural food stores, meeting the growing demand for cleaner, healthier eating options. United Natural Foods has made a strategic shift by realigning its wholesale business into two product-centric divisions — one of which is solely dedicated to natural, organic, specialty and fresh products…

This Zacks Rank #2 (Buy) company is increasingly focusing on innovation and sustainability within the natural foods space. The company has committed to enhancing its supply-chain practices, reducing waste and supporting regenerative agriculture initiatives. United Natural Foods is also working closely with suppliers to accelerate food innovation. Upgrades in automation and warehouse processes are leading to better order accuracy, less product waste and faster deliveries. United Natural Foods, Inc. (UNFI): Free Stock Analysis Report.

2. Sprouts Farmers Market, Inc. SFM

has been at the forefront of the natural and organic food movement, catering to health-conscious consumers seeking fresh, high-quality and ethically sourced products. The company's commitment to fresh, organic and attribute-driven products sets it apart. This strategic positioning not only resonates with a growing base of wellness-focused consumers but also aligns with broader food industry trends favoring transparency, sustainability and nutritional value…

In addition to product innovation, this Zacks Rank #2 company excelled at enhancing customer engagement through strategic merchandising events and effective marketing campaigns. Seasonal events like the Summer Cherry Festival shine a spotlight on fresh, specialty items and educate consumers on better-for-you choices. This approach not only drove strong traffic across its channels but also contributed to its robust e-commerce growth, surpassing $1 billion in sales in 2024. Sprouts Farmers Market, Inc. (SFM): Free Stock Analysis Report.

3. Beyond Meat, Inc. BYND

has strategically realigned its product innovation to strengthen its appeal among health-conscious and natural-food-seeking consumers. A standout development in this direction is the launch of Beyond IV and the extended Beyond Steak line. These new offerings have been designed not only to deliver flavor and texture improvements but also to meet heightened consumer expectations around nutrition and ingredient transparency. These products have earned accreditations from respected health organizations, including the American Heart Association, American Diabetes Association and Clean Label Project.

This Zacks Rank #2 company has taken a proactive stance, using nutritional credentials and transparent messaging to reposition its products as a better-for-you choice. By doubling down on natural and functional food innovation, the brand is not only aiming to win over skeptical customers but also elevate its products to a new standard that aligns more closely with organic and wellness-oriented trends in the food industry. Beyond Meat, Inc. (BYND): Free Stock Analysis Report.

End quotes.

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Additional article links

1. Title: Analog Devices a Top Socially Responsible Dividend Stock With 2.2% Yield (ADI) on nasdaq.com. By BNK Invest.

2. Title: How to Invest in IonQ (IONQ) on fool.com. By Rachel Warren.

3. Title: 11 Climate-Tech Companies to Watch in 2025 on inc.com. By Chloe Aiello.

UK article link

Title: Triodos Bank Recognised as Top-Scoring Best Buy by Ethical Consumer on ffnews.com. By Ethical Consumer.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, "More Top Sustainable Stocks To Consider."

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