grow.

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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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.