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Albemarle and ASML Holding Remain Key ESG-Focused Ideas

publication date: Oct 26, 2023
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Two of the companies included in the simulated ESG Newsletter portfolio are Albemarle and ASML Holding. Recently, concerns over the supply/demand dynamics for lithium have hurt Albemarle’s stock, but we’re being patient with this ESG-focused idea. On October 18, ASML Holding reported decent third-quarter results. We think ASML is one of the most competitively advantaged players in the semiconductor space, and we won’t be removing it from the ESG Newsletter portfolio anytime soon.


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