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 HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI). HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is a US-based purpose-built investment company that focuses on investing in energy efficiency, renewable energy, and other sustainable infrastructure markets. On June 3, 2026, HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) closed at $40.13 per share. One-month return of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) was -5.51%, and its shares gained 61.23% over the past 52 weeks. HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) has a market capitalization of $5.13 billion.
Green Alpha Investment stated the following regarding HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) in its Q1 2026 investor letter:
“HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is a purpose-built investment vehicle for the energy transition, deploying capital across utility-scale solar, wind, battery storage, distributed generation, clean transportation, and ecological restoration. With over $16 billion in managed assets and strategic partnerships with developers like Clearway Energy, AES, Sunrun, and Invenergy, HASI provides flexible capital solutions—from senior debt to structured equity—that accelerate clean energy deployment at scale. Its $2 billion strategic partnership with KKR (CarbonCount Holdings 1) expands its capacity to invest in the most compelling sustainable infrastructure opportunities.
HASI’s portfolio generates long-term, recurring cash flows from contracted clean energy assets with predominantly investment-grade counterparties and weighted average contract lives exceeding a decade. Post-OBBBA, U.S. utility-scale renewable and storage capacity is still forecast to grow over 600 GW from 2026 to 2035, representing more than $450 billion in new investment. With rising electricity rates, surging data center power demand, and the declining cost of solar and batteries continuing to improve the economic case for distributed energy, HASI’s addressable market is expanding across every dimension—grid-connected, behind-the-meter, and beyond.”
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 17 hedge fund portfolios held HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) at the end of the first quarter, up from 13 in the previous quarter. While we acknowledge the risk and potential of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) 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 HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) and shared the list of most undervalued renewable energy stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
