$YETI Holdings (YETI.US)$ YETI--Great products, still small ...

$YETI Holdings(YETI.US)$ YETI--Great products, still small in the grand scheme of consumer discretionary companies (~$7B market cap) and had a crazy 500%+ bull run post-covid but has backed off in the last month or two so probably a decent buying opportunity

$Hannon Armstrong Sustainable Infrastructure Capital Inc(HASI.US)$ HASI--Another indirect renewables play. Technically a REIT but more like a bank. They help finance renewable energy projects and have a huge (and growing) pipeline of projects. Stable, predictable cash flows give them a bright future and they pay a decent dividend to boot. Virtually nothing not to like.