The fact is, the leaders in this MegaTrend should already be in your portfolio. You see, I’m not talking about funky start-ups with a cool idea and some private equity money.
I’m talking about some of the biggest companies in the world that are setting the pace for sustainability – not just because it’s good for the planet, but it’s good for growing their bottom line.
ALess than a decade ago, Sustainability was the “E” in ESG – Environmental, Social, Governance.
As new leaders moved into Washington, ESG was turned into a political weapon. Instead of embracing innovation, many companies that were perfectly happy with the status quo fought back.
Many companies decided it didn’t matter what it was called. It was a MegaTrend, and the smarter they made their businesses, the more money and opportunity they would have.
As you can see from the graph above, sustainability is alive and well.
As for the companies that are leading the charge, look at this list of top sustainable companies. All the names are very familiar to successful investors.
There are plenty of sustainability lists out there, and these are just a handful of the top players.
Next week, we’re going to take a deeper dive into how AI is impacting sustainability. Given AI’s need for massive electricity, water, and cooling, it will give you a glimpse into the “pick and shovel” companies that are helping Hyperscalers build the future of AI.
