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Every MF has a renewables/infra arm at this point, so your notion there is a bit misguided.
Carlyle/Ares/Apollo/GS MBD have power/renewables-focused groups.
KKR and BX have broad infra arms that are integrating renewables into their strategy; Warburg, Softbank and Berkshire are doing the same within energy portfolios.
Then you have energy-focused funds like ENCAP who are broadening out toward "energy transition" assets.
Traditional infra MFs like MIRA/GIP/Brookfield have been some of the largest renewables investors in the space over the last 3-5 years.
And then all the big Canadian pension funds - OMERS/CPPIB/OTPP/HOOPP/BCi are all thematically involved in renewables as well - CPPIB/Pattern, etc.
Another way of saying it - the healthcare/industrials/tech-focused funds are obviously staying put where they are, but anyone who has historically been energy/power/infra/infra-like/EV-oriented have already made that pivot, or plan to in the next 1-2 years as they grow out their strategy
Guess I meant to specify more pure-play funds but thanks for your response. Super helpful!
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