Stocks worth investing in financial institutions such as JPMorgan

Financial institutions such as JPMorgan and Goldman Sachs have recently upgraded their outlook on energy transition stocks worth investing in, citing strong capital inflows to renewables. Companies like NextEra Energy report double-digit earnings growth tied to U.S. clean energy incentives. I primarily invest in individual stocks. However, I've started to add more exchange-traded funds (ETFs) to my portfolio. They enable me to easily invest broadly across a specific asset class or theme. Constellation Brands is the largest provider of alcoholic beverages across the beer, wine, and spirits categories in the United States, generating 80% of revenue from Mexican beer imports under top-selling brands such as Modelo and Corona. While overall beer volume in the US has been stagnant, Constellation has capitalized on premiumization tailwinds to drive high-single-digit volume growth in past years. Morningstar analyst Dan Su acknowledges some near-term demand challenges as consumers tighten their belts, but Constellation Brands will continue to benefit from consumer loyalty and a solid innovation pipeline. Constellation Brands’ stock trades at a 39% discount to our fair value estimate of $225 per share. Data center REITs such as Equinix and Digital Realty are considered stocks worth investing in amid cloud computing growth. Equinix recorded $2.03B in Q1 2024 revenue, driven by hyperscale demand.