Investment Profiles

Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More > about Stock Profile: SoFi Technologies 

Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More > about Stock Profile: Moody’s

Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More > about Stock Profile: Borg Warner

Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More > about Stock Profile: Ecolab

A number of factors, from an aging population to evolving technology, are driving growth in the orthopaedic healthcare market. As a leading company in the global medical technology sector, Stryker Corporation is poised to meet this growth with a strong… Read More > about Stock Profile: Stryker Corporation

Community banks and credit unions are often founded on a commitment to serving and investing in their communities, and can represent a local, values-aligned banking option for individuals and businesses. But to stay competitive with larger institutions in a rapidly… Read More > about Stock Profile: Jack Henry & Associates

For businesses seeking a model of cooperative, community-based ownership, conventional equity financing is often prohibitively expensive — a reality that is particularly detrimental for communities with limited personal wealth, such as Black, Indigenous, and People of Color (BIPOC) and immigrant… Read More > about Impact Profile: Cooperative Fund of the Northeast

Veeva Systems delivers cloud-based software solutions tailored for the life sciences industry. Veeva also extends its content and data management expertise to other sectors, including consumer products and chemicals.  The company’s products fall into three main categories: Veeva Development Cloud,… Read More > about Stock Profile: Veeva Systems

We may not often stop to consider the components of the devices that have become integral to our daily lives, but behind every screen are meticulously developed technologies. Among these inner workings are the diverse array of analog semiconductor devices… Read More > about Stock Profile: Broadcom Inc.

Racial wealth gaps in the U.S. have deep roots, and addressing the systemic inequalities that gave rise to them will take dedicated and intentional effort. The Latino Community Credit Union (LCCU) is one organization taking on this important task.  LCCU… Read More > about Impact Profile: Latino Community Credit Union

Most consumers only put thought into plumbing or air conditioning when it isn’t working well. But that’s not the case for the people responsible for keeping those residential, commercial, and large-scale infrastructure systems running.  Ferguson is a specialty distribution company… Read More > about Stock Profile: Ferguson