TAI
Terra Alpha Investments LLC Portfolio
Invests via Terra Alpha Investments LLC | Managed by Timothy P. Dunn, CFA, Dan Sanborn, CFA
Invests via Terra Alpha Investments LLC
Managed by Timothy P. Dunn, CFA, Dan Sanborn, CFA
Automatically Tracked
Company Profile
Specialist sustainable investment manager focusing on climate-aligned equity strategies, Terra Alpha Investments LLC blends ESG research with long-term factor investing to target companies improving resource productivity and low-carbon transition. Designed for institutional and high-net-worth clients, the firm emphasizes thematic equity portfolios, active ownership, and measurable environmental outcomes; typically targets large-cap and mid-cap public equities with multi-year holding horizons.
Specialist sustainable investment manager focusing on climate-aligned equity strategies, Terra Alpha Investments LLC blends ESG research with long-term factor investing to target companies improving resource productivity and low-carbon transition. Designed for institutional and high-net-worth clients, the firm emphasizes thematic equity portfolios, active ownership, and measurable environmental outcomes; typically targets large-cap and mid-cap public equities with multi-year holding horizons.
Investment Philosophy & Strategy
Combines climate-focused ESG research with long-term factor investing to build thematic equity portfolios that favor companies improving resource productivity and accelerating the low-carbon transition. Prioritizes large- and mid-cap public equities with multi-year holding horizons, active ownership to influence corporate sustainability outcomes, and portfolio construction that balances climate alignment with risk-adjusted returns. Capital deployment emphasizes measurable environmental metrics, diversified thematic exposure, and institutional client-oriented stewardship.
Combines climate-focused ESG research with long-term factor investing to build thematic equity portfolios that favor companies improving resource productivity and accelerating the low-carbon transition. Prioritizes large- and mid-cap public equities with multi-year holding horizons, active ownership to influence corporate sustainability outcomes, and portfolio construction that balances climate alignment with risk-adjusted returns. Capital deployment emphasizes measurable environmental metrics, diversified thematic exposure, and institutional client-oriented stewardship.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-2.9%
Gain
Monthly
-0.16%
Yearly
-1.89%
Drawdown
21.56%
$94.66M
Equity
Holdings
$94.66M
Investment
$86.1M
$5.87M
Profit -$799,463.57
Realized
-$2.69M
Unrealized
$8.55M
Dividends
$1.6M
Goals
Avg. 95.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$799,463.57
Win %
66%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$497,012.81
Win %
66%
This Month
Compared to last month
Gain
1.59%
Profit
$1.48M
Win %
66%
This Year
Compared to last year
Gain
4.56%
Profit
$4.13M
Win %
66%
CSCO Cisco Systems, Inc.
+1.88%
+$64,088.66 
SYY Sysco Corporation
+1.5%
+$10,921.1 
AWK American Water Works Company, Inc.
+1.37%
+$19,020.08 
GIS General Mills, Inc.
+0.7%
+$3,632.85 
VLTO Veralto Corporation
+0.66%
+$11,492.32 
ETN Eaton Corporation plc
+0.28%
+$15,088.89 
XYL Xylem Inc.
+0.27%
+$11,497.78 
WM Waste Management, Inc.
+0.23%
+$11,023.65 
CARR Carrier Global Corporation
+0.1%
+$2,291.24 
AVY Avery Dennison Corporation
+0.08%
+$2,397.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ACN Accenture plc Class A
-3.03%
-$60,267.3 
AMD Advanced Micro Devices, Inc.
-2.93%
-$78,341.25 
A Agilent Technologies Inc.
-2.8%
-$104,542.59 
GOOGL Alphabet Inc
-2.54%
-$55,092.65 
MSFT Microsoft Corp.
-2.36%
-$108,948.78 
SYK Stryker Corporation
-2.28%
-$24,582.8 
NVDA NVIDIA Corporation
-2.08%
-$160,271.66 
V Visa Inc. Class A
-1.83%
-$90,151.72 
EW Edwards Lifesciences Corporation
-1.71%
-$19,924.5 
ROK Rockwell Automation, Inc.
-1.46%
-$38,246.5 
IDXX IDEXX Laboratories, Inc.
-1.44%
-$15,251.97 
TTEK Tetra Tech, Inc.
-1.08%
-$16,436.78 
TT Trane Technologies plc
-0.87%
-$52,863.72 
IQV IQVIA Holdings Inc.
-0.84%
-$15,472.16 
PWR Quanta Services Inc.
-0.8%
-$29,924.22 
CRM Salesforce Inc
-0.73%
-$6,507.9 
DHR Danaher Corporation
-0.72%
-$24,232.04 
NOW ServiceNow, Inc.
-0.66%
-$14,086.35 
NKE Nike, Inc. - Class B
-0.55%
-$6,053.46 
SBUX Starbucks Corporation
-0.54%
-$24,375.85 
AAPL Apple Inc.
-0.06%
-$4,852.41 Events
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Dividends
Dividend Analysis
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| Trades 156 | Longs Won 88/156 56% | Profit Factor 1.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $473,692.44 |
| Average Win $200,997.92 | Best Trade (Jul 13) $2.85M | Sharpe Ratio -10.21 |
| Average Loss -$173,818.52 | Worst Trade (Jul 13) -$2.73M | Z-Score -0.04 (2.84%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $37,616.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 545 | 490 | 436 | 381 | 327 | 272 | 218 | 163 | 109 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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