Terra Alpha Investments LLC
Terra Alpha Investments LLC is an independent investment adviser headquartered in Washington, DC. Founded in 2014, the firm employs about 10-11 people and focuses on integrating environmental and sustainability factors into its investment process for institutional and high-net-worth clients, primarily through pooled investment vehicles and charitable organizations.
Investment Strategy
Terra Alpha Investments employs an active investment strategy centered on integrating environmental productivity into its fundamental investment analysis. The firm believes that companies that are environmentally productive—those that efficiently use natural resources and effectively manage environmental risks—will outperform over the long term. Its proprietary framework evaluates environmental data and incorporates sustainability insights to identify companies and sectors poised for durable growth, aiming for superior risk-adjusted returns while supporting broader environmental objectives.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.67% | $6.4M | 40,615 | $134.29 | $157.99 | +$2.0M |
M MSFT | MICROSOFT CORP | 6.58% | $6.3M | 12,722 | $418.92 | $497.41 | +$1.5M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.47% | $6.2M | 27,464 | $197.49 | $226.49 | +$1.6M |
V V | VISA INC | 5.41% | $5.2M | 14,656 | $316.04 | $355.05 | +$26.3K |
T TT | TRANE TECHNOLOGIES PLC | 5.33% | $5.1M | 11,727 | $369.35 | $437.41 | +$1.1M |