Core Insights - Illumina has been recognized for its leadership in sustainability and as an employer of choice, receiving awards from TIME and U.S. News & World Report [1][3][6] Sustainability Commitment - Illumina ranked second in the U.S. and third globally in the Pharmaceuticals & Biotechnology Industry for sustainability, evaluated on over 20 key performance indicators related to ESG practices [3] - The company reported an 80% reduction in packaging since 2019 and has achieved 100% renewable electricity consumption for three consecutive years [4] - The launch of the MiSeq i100 Series sequencer features 85% less packaging and a 35% lower carbon footprint compared to the original MiSeq System [5][9] Employee Experience Commitment - U.S. News & World Report evaluated over 5000 companies based on metrics such as pay quality, work-life balance, and career opportunities to determine the Best Companies to Work For [6] - This marks the third consecutive year that Illumina has been recognized on the Best Companies to Work For list, highlighting the dedication of its employees [7][8]

Defenders of environmental, social and governance investing have mostly given up their strongest claim, that of doing well by doing good: That you can beat the market while helping improve the world https://t.co/ZSX7RADbdw ...

Core Insights - Prairie Operating Co. (PROP) is redefining environmental responsibility in the oil and gas industry with operations designed for minimal emissions [1] - The company utilizes grid-powered drilling rigs and eFleet technologies to significantly reduce diesel consumption, showcasing a commitment to cleaner operations [1][7] - PROP's production methods aim for zero-flaring and incorporate enclosed combustors to manage tank emissions, while also replacing gas-driven pneumatic devices to eliminate methane leaks [2] Environmental Commitment - PROP's emission-reducing technologies are integrated into development plans from the outset, providing a competitive advantage amid increasing ESG scrutiny [3] - The company’s approach could enhance regulatory compliance and attract capital, community support, and long-term partners focused on responsible energy development [3] Industry Comparisons - Civitas Resources (CIVI) aims for enterprise-wide Scope 1 and 2 carbon neutrality by 2026 and a 40% reduction in Scope 1 greenhouse gas emissions by 2030 [4] - Diamondback Energy (FANG) targets a 50% reduction in Scope 1 and 2 GHG intensity by 2030 and plans to eliminate routine flaring by 2025 [5] Financial Performance - Shares of Prairie Operating Co. have declined by 69% over the past year, contrasting with a 4% decline in the energy sector [6] - PROP trades at a forward price-to-sales ratio of 0.29, significantly below the industry average [8]

Rexford Industrial Overview - Rexford Industrial Realty has a portfolio of 424 industrial properties, encompassing 51 million square feet, with an entity value of $13 billion[7] - The company focuses on prime infill locations in Southern California[7, 13] - Rexford's FFO per share growth has a 5-year CAGR of 10%, exceeding the REIT average of 3%[9, 10] - The dividend per share growth has a 5-year CAGR of 16%, significantly higher than the REIT average of 3%[9, 10] Growth and Value Creation - Rexford has substantial embedded cash NOI growth, including a $60 million portfolio mark-to-market, $105 million in annual embedded rent steps, and $70 million from repositioning and redevelopment[17] - Repositioning and redevelopment projects in-process or in lease-up are expected to generate $70 million in annualized stabilized cash NOI[17, 18, 25] - The company's leasing activity in 1Q 2025 covered 2.4 million square feet, with average embedded rent steps of 3.6% in executed leases[28] Market and Portfolio - Southern California is the largest and highest-value industrial market in the nation, valued at $32 billion with 2.1 billion square feet[38] - Rexford's portfolio has a trailing 12-month average executed lease rate of $19.16 per square foot, a 22% premium over the Infill SoCal average of $15.65[59] - Over the last 4 years, >85% of transactions were executed off/lightly-marketed[34]

ESG’s sudden regulatory decline in Europe has left institutional investors exploring new levers to force companies to take environmental, social and governance metrics more seriously https://t.co/1cNYePMuRn ...

Financial Results Announcement - Waste Connections, Inc. will report its financial results for the second quarter of 2025 after the stock market closes on July 23, 2025 [1] - An investor conference call will be held on July 24, 2025, at 8:30 A.M. Eastern Time to discuss the financial results [1] Conference Call Details - A live audio webcast of the conference call can be accessed via the company's investor website [2] - Participants can preregister for the conference call to receive dial-in instructions and a personalized code [2] - A replay of the conference call will be available until July 31, 2025, through specific phone numbers and a passcode [2] Company Overview - Waste Connections is an integrated solid waste services company providing non-hazardous waste collection, transfer, and disposal services, including resource recovery through recycling and renewable fuels generation [3] - The company serves approximately nine million customers across 46 states in the U.S. and six provinces in Canada [3] - Waste Connections emphasizes its Environmental, Social, and Governance (ESG) efforts as integral to its business strategy, focusing on emissions reduction, resource recovery, and employee engagement [3]

Group 1 - Wesco International issued its annual sustainability report outlining key ESG initiatives aimed for completion by 2030, including a 30% reduction in scope 1 and 2 greenhouse gas emissions, a 15% reduction in landfill waste intensity, a 15% reduction in total recordable incident rate, and providing 425,000 hours of safety training to employees [1][2] - The company reported approximately $22 billion in annual sales for 2024 and operates more than 700 sites globally, including distribution and fulfillment centers [3] - Wesco serves a diverse range of customers, including commercial and industrial businesses, contractors, educational institutions, government agencies, technology companies, telecommunications providers, and utilities [3] Group 2 - The Chairman, President, and CEO of Wesco emphasized the company's commitment to sustainability as a continuous journey, expressing confidence in ongoing improvements [2] - Wesco is recognized as a leading provider of business-to-business distribution, logistics services, and supply chain solutions [3] - The company employs approximately 20,000 people and partners with premier suppliers to enhance its service offerings [3]

Group 1 - Teck Resources Limited has been recognized as one of Corporate Knights' 2025 Best 50 Corporate Citizens in Canada, marking the 19th consecutive year the company has received this honor [1][2] - The evaluation for the Best 50 Corporate Citizens includes up to 25 environmental, social, and governance indicators, such as board diversity, resource efficiency, financial management, sustainable revenue, and sustainable investment [2] - Jonathan Price, President and CEO of Teck, emphasized the company's commitment to responsibly producing critical minerals essential for economic growth and energy security [2][3] Group 2 - Teck is a leading Canadian resource company focused on providing essential metals for economic development and the energy transition, with a strong portfolio of copper and zinc operations across North and South America [3] - The company aims to create value through responsible growth and resilience built on stakeholder trust [3] - Teck's shares are listed on both the Toronto Stock Exchange and the New York Stock Exchange under the symbols TECK.A, TECK.B, and TECK respectively [3]

Portfolio Overview - Kilroy Realty Corporation's portfolio encompasses 17.1 million square feet[6] - The portfolio's leased percentage is 81.4%, while the stabilized portfolio is 83.9%, with a difference of 250 basis points[6] Tenant and Credit Profile - 35.6% of Annual Base Rent (ABR) comes from tenants with investment-grade credit ratings, representing 25.6% of rentable square footage (RSF)[7] - The company has tenants with credit ratings of AA+/Aaa accounting for 5.7% of ABR and 5.0% of RSF[7] - Tenants with BBB/Baa2 ratings represent 4.5% of ABR and 2.2% of RSF[7] Financial Strength - The weighted average stated interest rate on debt is 4.16%[72] - The weighted average maturity of debt is 5.4 years[72] - The unencumbered portfolio percentage is 90%[72] - Net debt to adjusted EBITDA is 6.9x[72] - Fixed charge coverage is 3.3x[72] ESG Achievements and Recognition - Kilroy achieved Carbon Neutral Operations from 2020-2024[90] - The company received the Fitwel Excellence Award for Most Certifications of All Time from 2019-2022[90] - Kilroy was recognized as an Energy Star Partner of the Year from 2014-2024, with Sustained Excellence from 2016-2024[90] - Newsweek listed Kilroy on America's Most Responsible Companies from 2020-2025[90] - GRESB awarded Kilroy a 5-Star Designation for Standing Assets and Development from 2015-2024[90] - Kilroy is a member of the US EPA Green Power Partnership and a National Top 100 Green Power User from 2021-2024[90] - Calvert Research and Management recognized Kilroy as a Top 10 Most Sustainable US REIT from 2020-2023[91] - Kilroy has been a Green Lease Leader from 2014-2024, achieving Gold Level from 2018-2024 and Champion of the Decade in 2024[93]

Core Insights - W. P. Carey has released its 2024 Corporate Responsibility Report, highlighting its progress in corporate responsibility initiatives aligned with environmental, social, and governance (ESG) objectives [1][2] Company Overview - W. P. Carey is a leading net lease REIT with a diversified portfolio of 1,614 net lease properties covering approximately 177 million square feet and 78 self-storage operating properties as of March 31, 2025 [4] - The company focuses on investing in single-tenant, industrial, warehouse, and retail properties primarily located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent escalations [4] Corporate Responsibility Achievements - The company has increased its solar portfolio to approximately 30 megawatts (MW) through CareySolar® [6] - It has completed its inaugural double materiality assessment and prioritized green leasing, with over 30% of leases now including green lease provisions as of year-end 2024 [6] - W. P. Carey established its first emissions reduction target for Scope 1 and 2 greenhouse gas emissions [6] - Tenant enrollment in electricity usage data reporting has increased to over 60% of the portfolio square footage [6] - The company completed its first carbon-neutral construction project [6] - W. P. Carey has been certified as a Great Place to Work® in the U.S. for the third consecutive year and in the Netherlands for the first time [6] - It maintained a "1" Governance QualityScore Rating from Institutional Shareholder Services [6] Leadership Perspective - Jason Fox, CEO and President, emphasized the company's commitment to long-term investment and corporate responsibility, stating that these efforts support core business objectives and future growth [3]