Green Alpha Advisors, LLC
Green Alpha Advisors, LLC is a Colorado-based asset management firm founded in July 2007, headquartered in Niwot, CO. The firm specializes in investment advisory services, primarily offering separately managed accounts and an exchange-traded fund (AXS Green Alpha ETF, ticker: NXTE). Their portfolios focus on equity and bond strategies, investing mainly in exchange-listed securities, ADRs, and occasionally international equities. Green Alpha serves individual investors (including high net worth), investment companies, charitable organizations, and other investment advisers. As of July 2025, assets under management were approximately $233 million, with a team of about 4 employees.
Investment Strategy
Green Alpha Advisors employs an investment strategy focused on building portfolios of equity and bond securities, emphasizing exchange-listed securities, ADRs, and select international equities. The firm offers tailored advisory services, allowing clients to impose specific restrictions and customize their portfolios beyond standard strategies. Green Alpha values sustainability and innovation, seeking investments in companies it believes will thrive in the next economy and mitigate systemic risks, such as those posed by climate change. Their approach emphasizes rigorous fundamental analysis and themes of long-term resilience and growth.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBM | INTERNATIONAL BUSINESS MACHS | 5.37% | $5.6M | 19,733 | $192.62 | $282.16 | -$967.3K |
B BEPC | BROOKFIELD RENEWABLE CORP | 3.82% | $4.0M | 115,035 | $27.66 | $34.42 | -$90.2K |
L LRCX | LAM RESEARCH CORP | 3.78% | $3.9M | 29,281 | $72.44 | $133.90 | -$332.8K |
T TEM | TEMPUS AI INC | 3.57% | $3.7M | 45,775 | $39.06 | $80.71 | +$710.4K |
Q QCOM | QUALCOMM INC | 3.52% | $3.6M | 21,933 | $140.03 | $166.36 | -$185.4K |