Sustainability
Overview
Sustainability is a separate fund that specializes in stock investments in companies that demonstrate strong environmental, social, and governance (ESG) practices. This includes businesses advancing renewable energy, clean technology, sustainable agriculture, and resource efficiency, as well as companies with strong corporate governance and social responsibility standards. Investments span many industries where sustainability and innovation drive growth, providing exposure to a broad range of companies that address global environmental and social challenges while delivering value to shareholders.
Holdings
American Express
NYSE: AXP
Global financial services company specializing in payment cards, travel, and premium financial products.
Subsector
Invested
Consumer Finance
Jan. 2025
Subsector
Interactive Media & Services
Invested
Jan. 2025
Alphabet
NASDAQ: GOOGL
Parent company of Google, spanning search, cloud computing, and YouTube.
Applied Materials
NASDAQ: AMAT
Supplies semiconductor manufacturing equipment and materials for advanced electronic devices.
Subsector
Semiconductors
Invested
Jan. 2025
Cigna Group
NYSE: CI
Health services company providing insurance, pharmacy, and healthcare solutions.
Subsector
Invested
Healthcare Services
Jan. 2025
Subsector
Beverages
Invested
Jan. 2025
Coca-Cola
NYSE: KO
Global beverage company producing Coca-Cola and numerous other drinks.
Dover
NYSE: DOV
Diversified manufacturer of engineered equipment and industrial products.
Subsector
Machinery
Invested
Jan. 2025
Duke Energy
NYSE: DUK
Electric and natural gas utility serving customers across the United States.
Subsector
Electric Utilities
Invested
Jan. 2025
Eli Lilly
NYSE: LLY
Global pharmaceutical company that discovers, develops, and manufactures prescription human medicines.
Subsector
Pharmaceuticals
Invested
Jan. 2025
Ensign Group
NASDAQ: ENSG
Healthcare provider operating skilled nursing and senior living facilities.
Subsector
Healthcare Services
Invested
Jan. 2025
Gilead
NASDAQ: GILD
Biopharmaceutical company researching and selling drugs for HIV, hepatitis, and cancer.
Subsector
Biotechnology
Invested
Feb. 2026
Keysight
NYSE: KEYS
Electronic measurement company providing testing equipment and software for tech industries.
Subsector
Tech Hardware & Equipment
Invested
Jan. 2025
Meta
NASDAQ: META
Builds social media and messaging platforms, including Facebook, Instagram, and WhatsApp.
Subsector
Interactive Media & Services
Invested
Oct. 2025
Procter & Gamble
NYSE: PG
Manufactures household and personal care products, including cleaning, hygiene, and beauty brands.
Subsector
Household Products
Invested
Jan. 2025
Quest Diagnostics
NYSE: DGX
Runs laboratory tests, providing diagnostic information to patients and doctors.
Subsector
Healthcare Services
Invested
Nov. 2025
Republic Services
NYSE: RSG
Waste management company providing collection, recycling, disposal, and environmental services.
Subsector
Commercial Services
Invested
Jan. 2025
Royal Gold
NASDAQ: RGLD
Precious metals streaming and royalty company.
Subsector
Metals & Mining
Invested
Feb. 2026
Simon Property Group
NYSE: SPG
Real estate company owning and operating premier shopping, dining, and mixed-use facilities.
Subsector
Retail REITs
Invested
Jan. 2025
Visa
NYSE: V
Global payments network facilitating electronic payments between consumers, businesses, and institutions.
Subsector
Financial Services
Invested
Jan. 2025
Portfolio Managers
Alyssa DiBenedetto
Jacob Girard
Interested in joining Sustainability?
Day: Tuesdays
Time: 9:15pm
Room: Smith 216
Meetings
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