Overview
North American clean energy, equal-tiered — 38 US and Canadian pure-plays spanning renewables developers, grid tech and biofuels in the CIBC Atlas index.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| NPI | Northland Power | 6.2% |
| TSLA | Tesla | 5.8% |
| NXT | Nextracker | 5.6% |
| CWEN | Clearway Energy | 5.5% |
| DAR | Darling Ingredients | 5.3% |
| BEP.UN | Brookfield Renewable | 5.3% |
| HASI | HA Sustainable Infra. | 5.3% |
| ITRI | Itron | 5.1% |
| ENPH | Enphase Energy | 5.0% |
| ORA | Ormat Technologies | 4.9% |
Fund Details
Investment Thesis
The continent-only clean fund: no China exposure, just North American developers and grid names — which concentrated the policy-driven pain (-26%) and concentrates the recovery torque now that power scarcity is repricing every megawatt on the continent. Brookfield, Clearway and Northland own operating assets with contracted cash flows; the fund prices them like concept stocks. Deep value territory for the energy transition's North American half.
Who It's For
Contrarian energy-transition investors who want North America's renewable developers after a policy-driven washout — high risk, operating assets underneath.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | $22.70 | -- |
| 2019 | $33.76 | +48.7% |
| 2020 | $80.15 | +137.4% |
| 2021 | $64.15 | -20.0% |
| 2022 | $45.49 | -29.1% |
| 2023 | $35.90 | -21.1% |
| 2024 | $26.04 | -27.5% |
| 2025 | $32.42 | +24.5% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | 2.02% |
| 2019 | 2.02% |
| 2020 | 1.23% |
| 2021 | 0.65% |
| 2022 | 0.91% |
| 2023 | 1.32% |
| 2024 | 1.04% |
| 2025 | 0.75% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | $0.1B | -- |
| 2019 | $0.1B | +0.0% |
| 2020 | $0.2B | +100.0% |
| 2021 | $0.2B | +0.0% |
| 2022 | $0.1B | -50.0% |
| 2023 | $0.1B | +0.0% |
| 2024 | $0.1B | +0.0% |
| 2025 | $0.1B | +0.0% |
Price history from exchange data. Dividend yields from reported distributions; some earlier years are derived from total-return vs price-return data or are ETFHub estimates. AUM history is an ETFHub estimate modelled from current assets and annual returns (fund flows not reflected) and may differ from official fund records. Data as of October 2026.
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