CBSE - ETF AI Analysis
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Changebridge Capital Sustainable Equity ETF (CBSE)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past month, showing solid recent momentum.
Growth-Oriented Technology Tilt
A large allocation to technology and several strongly performing tech names in the top holdings have helped drive returns.
Sector Diversification
Holdings spread across technology, energy, industrials, health care, consumer cyclical, and utilities help reduce reliance on any single industry.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated Top Positions
A sizable portion of assets is tied up in a small group of stocks, increasing the impact if any of these holdings run into trouble.
Mixed Performance Among Top Holdings
While several key stocks have performed strongly, a few notable positions have shown weak or negative results, adding volatility to the fund.
CBSE vs. SPDR S&P 500 ETF (SPY)
AUM50.31M
RegionNorth America
Expense Ratio0.85%
Beta1.20
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.28%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,090
30 Day Avg. Volume3,798
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
56.32Price 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 across the total stock market with a focus on companies that follow strong environmental, social, and governance (ESG) practices. It holds businesses in many sectors, especially technology, energy, and industrials, and includes well-known names like Broadcom and Monolithic Power. Someone might consider CBSE to seek long-term growth while supporting more sustainable companies and gaining diversification across different industries. A key risk is that it can rise or fall with the overall stock market, and its focus on certain sectors like technology and energy can make it more volatile.
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’s story is being written largely by its U.S. tech and semiconductor names, with Monolithic Power, Broadcom, Lam Research, Onto Innovation, and Lumentum all rising and effectively powering the fund’s recent momentum. SiTime is another bright spot, adding to the tech tailwind. On the flip side, sustainability-themed holdings like PureCycle and Oklo are lagging, acting more like anchors than sails, while Sable Offshore has been mixed. Overall, this is a North America–focused fund leaning heavily on innovative tech, with a few speculative clean-tech bets adding volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Sable Offshore | 3.47% | $1.68M | $1.97B | -33.97% | ― | |
| nVent Electric | 3.23% | $1.56M | $27.90B | 186.81% | 76 Outperform | |
| Lumentum Holdings | 3.21% | $1.56M | $67.42B | 1325.54% | 61 Neutral | |
| PureCycle Technologies | 3.21% | $1.56M | $1.38B | 16.16% | 38 Underperform | |
| Quanta Services | 3.13% | $1.51M | $117.83B | 142.66% | 78 Outperform | |
| Venture Global, Inc. Class A | 3.08% | $1.49M | $29.79B | 33.33% | 58 Neutral | |
| Seagate Tech | 3.02% | $1.46M | $176.34B | 723.91% | 68 Neutral | |
| SiTime Corporation | 2.89% | $1.40M | $16.45B | 275.05% | 61 Neutral | |
| Halliburton | 2.85% | $1.38M | $33.75B | 108.68% | 72 Outperform | |
| Schlumberger | 2.80% | $1.36M | $82.47B | 64.66% | 75 Outperform |
CBSE Technical Analysis
Positive
―
Price Trends
43.04
Positive
42.44
Positive
41.06
Positive
Market Momentum
1.40
Negative
63.61
Neutral
87.51
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 45.87, equal to the 50-day MA of 43.04, and equal to the 200-day MA of 41.06, indicating a bullish trend. The MACD of 1.40 indicates Negative momentum. The RSI at 63.61 is Neutral, neither overbought nor oversold. The STOCH value of 87.51 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
47.58
16.71
54.13%
YALL
God Bless America ETF
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BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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STNC
Stance Equity ESG Large Cap Core ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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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: ―
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