CBSE - ETF AI Analysis
Top Page
Changebridge Capital Sustainable Equity ETF (CBSE)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
Leading Holdings Performing Well
Most of the top positions, including key energy, industrial, and technology names, have delivered strong year-to-date results that support the fund’s returns.
Focused Yet Multi-Sector Exposure
While energy and industrials are major weights, the fund still spreads assets across several sectors, helping avoid reliance on just one industry.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Energy Concentration
A large share of the portfolio is in the energy sector, which can make the fund more sensitive to swings in energy prices and policy changes.
Limited Geographic Diversification
With the vast majority of holdings in U.S. companies and only a small stake abroad, the fund offers little protection from U.S.-specific market or economic downturns.
CBSE vs. SPDR S&P 500 ETF (SPY)
AUM43.25M
RegionNorth America
Expense Ratio0.85%
Beta1.21
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.32%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,021
30 Day Avg. Volume4,144
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
49.99Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBSE Summary
The Changebridge Capital Sustainable Equity ETF (CBSE) is an actively managed fund that invests in a wide range of U.S. and some international stocks with a focus on sustainable, responsible companies. It does not track a specific index, but follows a total-market, sustainability theme, with big exposure to energy, industrials, and technology. Well-known holdings include ASML Holding and Amphenol. Someone might invest in CBSE to seek long-term growth while supporting companies with strong environmental and social practices. A key risk is that the fund is concentrated in certain sectors and its share price can go up and down with the stock market.
How much will it cost me?The Changebridge Capital Sustainable Equity ETF (CBSE) has an expense ratio of 0.86%, meaning you’ll pay $8.60 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on sustainability and growth, which requires more research and management compared to passively managed ETFs. It’s designed for investors who value ESG principles and are willing to pay a bit more for a specialized approach.
What would affect this ETF?The Changebridge Capital Sustainable Equity ETF (CBSE) could benefit from growing interest in ESG-focused investments, as more investors prioritize sustainability and responsible business practices. Positive trends in sectors like technology and energy, along with a strong focus on North American markets, may also drive growth. However, potential risks include economic downturns affecting cyclical sectors like consumer discretionary and materials, as well as regulatory changes impacting ESG standards or specific industries within the ETF's portfolio.
CBSE Top 10 Holdings
CBSE is leaning heavily into U.S. energy names, with ConocoPhillips, APA, Cheniere, and Sable Offshore acting as the main engines of recent gains as they continue to climb. Solaris Energy Infrastructure adds a cleaner-energy twist to that theme, also trending higher. On the growth side, Planet Labs has been rising sharply, giving the fund a speculative tech kicker, while Reddit has been lagging and occasionally feels like a small anchor on performance. Overall, this is a U.S.-centric ETF with a clear tilt toward energy and select niche innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Aehr Test Systems | 3.71% | $1.60M | $2.17B | 708.69% | 55 Neutral | |
| Lumentum Holdings | 3.27% | $1.41M | $63.84B | 1541.51% | 61 Neutral | |
| Onto Innovation | 3.22% | $1.39M | $12.27B | 109.23% | 82 Outperform | |
| SiTime Corporation | 3.20% | $1.38M | $10.70B | 212.72% | 61 Neutral | |
| Carnival | 3.18% | $1.37M | $38.50B | 58.24% | 78 Outperform | |
| Viking Holdings | 3.15% | $1.36M | $34.89B | 99.54% | 66 Neutral | |
| Applied Optoelectronics | 3.10% | $1.34M | $10.02B | 1235.11% | 52 Neutral | |
| Norwegian Cruise Line | 3.07% | $1.33M | $9.09B | 19.59% | 64 Neutral | |
| Lam Research | 3.04% | $1.32M | $323.13B | 289.52% | 77 Outperform | |
| Royal Caribbean | 2.97% | $1.28M | $74.64B | 44.23% | 67 Neutral |
CBSE Technical Analysis
Positive
―
Price Trends
41.74
Positive
41.12
Positive
40.17
Positive
Market Momentum
-0.13
Negative
58.62
Neutral
88.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBSE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.75, equal to the 50-day MA of 41.74, and equal to the 200-day MA of 40.17, indicating a bullish trend. The MACD of -0.13 indicates Negative momentum. The RSI at 58.62 is Neutral, neither overbought nor oversold. The STOCH value of 88.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CBSE.
CBSE Peer Comparison
Comparison Results
Performance Comparison
CBSE
Changebridge Capital Sustainable Equity ETF
43.14
15.06
53.63%
YALL
God Bless America ETF
―
―
―
FMTM
MarketDesk Focused U.S. Momentum ETF
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents