Strategy
Renewables
Clean power and electrification
By Grow
Clean power and electrification are driving investment across utilities, solar, storage, and the equipment behind the energy transition. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
NextEra Energy13%
Enphase Energy13%
SolarEdge Technologies13%
Tesla13%
Bloom Energy13%
FuelCell Energy13%
Fluence Energy13%
Forgent Power Solutions13%
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