Hannon Armstrong Sustainable Infrastructure Capital, I

A bank that's investing in ESG. None of the big banks have, but the credit unions are (but aren't stocks themselves). HASI is the closest thing, though they aren't a big bank. HASI has been a past top pick of his. They finance renewable energy projects and sustainable infrastructure. Steady returns and pays a nice 4.49% dividend. The big banks are taking initial steps into ESG though and he hopes it'll take a year or two before they make bigger steps.

(A Top Pick Sep 04/19, Up 37%) The share price has gone up, and it also pays 4.85% dividend at today’s price. They finance renewable energy and energy efficiency projects. He expects the company will reap profits from their investments for years to come.

(A Top Pick Sep 04/18, Up 10%) There's a great need for sustainable infrastructure. HASI provides that upfront financing for these massive projects.