Podcast: January 2026 Sustainable Stock and ETF Picks
January 2026 Sustainable Stock and ETF Picks… Covers the world’s most sustainable companies, cleantech and renewable energy stocks, and more.
Transcript & Links, Episode 163, January 23, 2026
Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled “January 2026 Sustainable Stock and ETF Picks.”
This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I’ve chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition.
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The 2026 Global 100 list puts speed in the spotlight
The first article I’m quoting from is hot off the press and is about one of my favourite company rankings! It’s titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here’s some of what he says.
“As the global economic transition accelerates, more companies are recognizing that sustainability isn’t just good marketing – it’s good for business, too…
This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces ‘sustainable revenue momentum’ to measure how fast companies are growing their sustainable revenues.
A change of method
Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives.
The change has reordered the deck in a big way…
A dramatic departure?
‘In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,’ Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries.”
End quotes.
Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW).
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Top 4 Clean Tech Companies to Watch in 2026
This next article brings us back to highly familiar territory. It’s titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes.
“1. NextEra Energy (NEE)
is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States…
NextEra has also increased its dividend for more than 26 years in a row.
2. First Solar (FSLR)
is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers…
Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth.
3. Bloom Energy (BE)
makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom’s fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems…
Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results.
4. Plug Power (PLUG)
focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles.
The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader ‘green hydrogen’ economy…
Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide.”
End quotes.
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3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 – December 30, 2025
The third article I’ve chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 – December 30, 2025 on zacks.com. It’s By Aniruddha Ganguly.
Now, some quotes from the article.
“1. NVIDIA (NVDA)
achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA – Free Report).
2. IDEXX Laboratories (IDXX)
is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030…
This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups…
IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX – Free Report).
3. Microsoft (MSFT)
targets to become carbon negative, water positive, and generate zero waste by 2030…
This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation…
Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT – Free Report).”
End quotes
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Top Renewable Energy Stocks To Watch Today
This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It’s titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article.
“1. Quanta Services (PWR)
provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR.
2. WEC Energy Group (WEC)
through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC.
3. NOV (NOV)
designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV.
4. Clearway Energy (CWEN)
operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN.
5. HA Sustainable Infrastructure Capital (HASI)
through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI.
6. Ameresco (AMRC)
a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC.
7. Gibraltar Industries (ROCK)
manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK.”
End quotes.
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Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition
My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It’s by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump’s protestations. Here are some quotes from the article.
“1. NextEra Energy (NEE)
is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company’s competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report.
2. 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. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report.
3. Arcosa (ACA)
is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets.
This Zacks Rank #2 company’s Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report.
4. Constellation Energy (CEG)
is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states…
This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report.”
End quotes.
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AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025
My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It’s by Kif Leswing. Here are some brief quotes.
1. Nvidia
has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion.
2. Lumentum
based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor…
Lumentum’s stock price has jumped 372% this year… lifting the company’s market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million.
3. Western Digital
is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year…
‘Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,’ CEO Irving Tan said in October on an earnings call…
Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027.
4. Micron
is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S…
Analysts from Morgan Stanley said in a December note that Micron’s results showed the best revenue and profit upside in the ‘history of the U.S. semis industry’ — aside from Nvidia.
Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG.
5. Seagate
is also benefiting from booming demand for storage. The stock is up 231% this year.
Sales rose 21% to $2.63 billion in the company’s fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market.
‘There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,’ CEO Dave Mosley said on a call with analysts…
Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG.
6. Celestica
founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them.
The stock is up more than 230% this year…
Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google’s ASIC.
‘The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,’ the analysts wrote.”
End quotes.
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More articles from around the world with Sustainable Investment Picks for January 2026.
1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo.
2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress.
3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff.
4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria.
5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey.
6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O’Brient.
7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker.
8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels.
9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics.
10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali.
11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King.
12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute.
13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber.
14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest.
15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King.
16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák.
17. Title: Barclays Calls This 1 AI Server Stock ‘Best in Class’ Amid Upgrade to ‘Overweight’ Rating on finance.yahoo.com. By Aditya Raghunath.
18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes.
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Ending Comment
These are my top news stories with their stock and fund tips for this podcast, “January 2026 Sustainable Stock and ETF Picks.”
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Thank you for listening.
My next podcast will be on February 27th.
See you then. Bye for now.
© 2026 Ron Robins, Investing for the Soul
