Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield in a relatively low short-term volatility portfolio. The first quarter of 2026 marked a shift, with the S&P 500 ending Q1 in negative territory and oil prices surging to over $120 per barrel after Iran closed the Strait of Hormuz. Despite these challenges, most of the Next Economy strategies outperformed the benchmark. Green Alpha navigates economic challenges by focusing on structural changes by targeting companies involved in electrification, advanced materials, and clean energy, positioning them as beneficiaries of current disruptions rather than casualties. In addition, please check the firm’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Green Alpha Investment highlighted stocks like Brookfield Renewable Corporation (NYSE:BEPC). Brookfield Renewable Corporation (NYSE:BEPC) is a renewable energy company that owns and operates a portfolio of renewable power and sustainable solution assets. On June 3, 2026, Brookfield Renewable Corporation (NYSE:BEPC) closed at $38.57 per share. One-month return of Brookfield Renewable Corporation (NYSE:BEPC) was 3.82%, and its shares gained 30.44% over the past 52 weeks. Brookfield Renewable Corporation (NYSE:BEPC) has a market capitalization of $7.03 billion.
Green Alpha Investment stated the following regarding Brookfield Renewable Corporation (NYSE:BEPC) in its Q1 2026 investor letter:
“Brookfield Renewable Corporation (NYSE:BEPC) operates one of the world’s largest clean energy portfolios at 47 GW with a 227 GW development pipeline, and has secured landmark power purchase agreements with Microsoft (10.5 GW—the largest renewable energy deal in history) and Google (3 GW of hydroelectric power—the largest hydro PPA ever). These deals directly connect Brookfield’s asset base to the AI data center buildout, converting clean energy infrastructure into essential AI infrastructure. The company delivered record 8 GW of new capacity in 2025, a 20% increase year-over-year.
The business model is a compounding machine: 10%+ annual FFO per share growth, 5-9% annual dividend increases (raised again for 2026), and $10 billion in planned growth capital over five years across hydro, wind, solar, storage, and nuclear services (via its Westinghouse stake). As data center power demand surges and electrification accelerates globally, Brookfield’s diversified, multi-technology, multi-geography platform is uniquely positioned to supply clean power at the scale and reliability that hyperscalers require.”
Brookfield Renewable Corporation (NYSE:BEPC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 21 hedge fund portfolios held Brookfield Renewable Corporation (NYSE:BEPC) at the end of the first quarter, compared to 25 in the previous quarter. While we acknowledge the risk and potential of Brookfield Renewable Corporation (NYSE:BEPC) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Brookfield Renewable Corporation (NYSE:BEPC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Brookfield Renewable Corporation (NYSE:BEPC) and shared the list of utility stocks with highest dividends. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
