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CCSO - AI Analysis
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Carbon Collective Climate Solutions U.S. Equity ETF (CCSO)
Rating:66Neutral
Price Target:
$28.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Southern Copper and GE Vernova, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Focus on Industrials
The ETF's heavy exposure to the industrials sector aligns with growth opportunities in climate-focused infrastructure and solutions.
Reasonable Expense Ratio
With an expense ratio of 0.35%, the fund offers relatively low costs compared to actively managed ETFs.
Negative Factors
High Sector Concentration
Over 50% of the portfolio is concentrated in industrials, which could increase vulnerability to sector-specific risks.
Underperforming Holding
Carrier Global has lagged in year-to-date performance, which may drag on the fund's overall momentum.
Limited Geographic Diversification
With nearly 95% of its exposure in U.S. companies, the ETF lacks significant global diversification.
CCSO vs. SPDR S&P 500 ETF (SPY)
AUM38.39M
RegionNorth America
Expense Ratio0.35%
Beta1.05
IssuerCarbon Collective
Inception DateSep 19, 2022
Dividend Yield0.41%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,439
30 Day Avg. Volume2,529
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
28.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering122
CCSO Summary
The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is an investment fund focused on companies working to combat climate change and promote sustainability. It includes U.S.-based businesses in sectors like renewable energy, energy efficiency, and sustainable agriculture. Some well-known companies in the ETF are Johnson Controls and Waste Management, which are leaders in energy solutions and recycling services. This ETF might appeal to investors looking for growth opportunities in the green economy while supporting environmentally friendly initiatives. However, new investors should know that its performance can be affected by market fluctuations and changes in demand for sustainable technologies.
How much will it cost me?The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on companies addressing climate change, requiring more research and specialized selection.
What would affect this ETF?The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) could benefit from increasing regulatory support and consumer demand for sustainable technologies, as well as growth in sectors like renewable energy and energy efficiency. However, it may face challenges from fluctuating commodity prices in materials and energy sectors, or potential economic slowdowns that could impact industrial and consumer cyclical companies. Changes in U.S. environmental policies or global competition in green technologies could also influence its performance.
CCSO Top 10 Holdings
The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is heavily tilted toward industrials and materials, reflecting its focus on companies driving environmental innovation. Southern Copper is shining brightly with rising momentum, benefiting from strong financials and a reasonable valuation. Meanwhile, Quanta Services is steadily climbing, bolstered by strategic acquisitions and growth. On the flip side, Carrier Global is lagging, weighed down by technical weaknesses and valuation concerns. Waste Management and Republic Services are also losing steam, facing bearish trends despite their sustainability focus. Overall, CCSO’s positioning highlights its commitment to green solutions but faces mixed performance across holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson Controls | 5.21% | $2.00M | $73.43B | 45.59% | 70 Outperform | |
| Quanta Services | 5.11% | $1.96M | $64.76B | 40.24% | 76 Outperform | |
| Southern Copper | 5.07% | $1.95M | $112.37B | 25.04% | 70 Outperform | |
| Carrier Global | 4.99% | $1.92M | $49.99B | -21.26% | 64 Neutral | |
| Republic Services | 4.95% | $1.90M | $67.98B | 6.57% | 70 Outperform | |
| Waste Management | 4.90% | $1.89M | $82.27B | -6.79% | 73 Outperform | |
| GE Vernova Inc. | 4.63% | $1.78M | $154.92B | 91.11% | 66 Neutral | |
| Waste Connections | 4.16% | $1.60M | $44.59B | -3.49% | 72 Outperform | |
| Cameco | 3.37% | $1.30M | C$64.86B | 95.20% | 71 Outperform | |
| Nucor | 2.95% | $1.13M | $34.89B | 3.25% | 74 Outperform |
CCSO Technical Analysis
Positive
―
Price Trends
24.70
Positive
23.91
Positive
22.03
Positive
Market Momentum
0.24
Positive
57.36
Neutral
61.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CCSO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.56, equal to the 50-day MA of 24.70, and equal to the 200-day MA of 22.03, indicating a bullish trend. The MACD of 0.24 indicates Positive momentum. The RSI at 57.36 is Neutral, neither overbought nor oversold. The STOCH value of 61.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CCSO.
CCSO Peer Comparison
Comparison Results
Performance Comparison
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
25.84
5.45
26.73%
CEPI
REX Crypto Equity Premium Income ETF
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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XPND
First Trust Expanded Technology ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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JXX
Janus Henderson Transformational Growth 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.
Disclaimer
This 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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