About 1/3 of my IRA is in HASI, bought right after its IPO - up 80% in 2 years and still yielding 5%. I'll keep it forever unless the management tanks and growth stops. I also have lesser positions in PEGI and other renewable yieldcos that I will probably keep in perpetuity, even increase. Investing in that sector is a personal priority of mine that I'm willing to accept *may* result in market-lagging returns. (So far it hasn't, overall).
Most of the rest are large-cap dividend stocks that I bought 1-2 years ago due to anxiety about market overshoot, but I am planning to gradually shift those funds back to whole indices over time. Most future contributions will go there too.