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CCSO - ETF AI Analysis

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CCSO

Carbon Collective Climate Solutions U.S. Equity ETF (CCSO)

Rating:68Neutral
Price Target:
CCSO, the Carbon Collective Climate Solutions U.S. Equity ETF, earns a solid overall rating, helped by strong contributors like Waste Management and Quanta Services, which show healthy financial performance and supportive trends in areas such as waste services and infrastructure for the energy transition. Other key holdings like Nucor and Enlight Renewable Energy also add strength, though common issues such as high valuations, cash flow challenges, and some bearish or mixed technical signals across several holdings introduce risk, especially if market conditions turn against these more richly priced, climate-focused companies.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing positive momentum despite recent short-term weakness.
Leading Climate-Focused Holdings
Several of the largest positions, such as GE Vernova, Quanta Services, and Enlight Renewable Energy, have shown strong performance, helping support the fund’s climate solutions theme.
Targeted Sector Exposure to Industrials and Materials
Heavy exposure to industrials and materials aligns the fund with companies directly involved in infrastructure and climate-related projects, which can benefit from long-term decarbonization trends.
Negative Factors
Recent Short-Term Weakness
The ETF has experienced weak performance over the last one and three months, which may signal near-term volatility or pressure on its holdings.
High Concentration in a Few Sectors
More than half of the portfolio is in industrials, with sizable exposure to materials, increasing the risk if these sectors face a downturn.
Limited Geographic Diversification
The fund is heavily focused on U.S. companies with only small exposure to Canada and Israel, which reduces the benefits of global diversification.

CCSO vs. SPDR S&P 500 ETF (SPY)

CCSO Summary

CCSO is the Carbon Collective Climate Solutions U.S. Equity ETF, focused on companies tackling climate change rather than tracking a traditional index. It invests mainly in U.S. businesses involved in renewable energy, energy efficiency, recycling, and other green solutions. Well-known holdings include Waste Management and Republic Services, both leaders in waste and recycling services. Someone might invest in CCSO to support climate-friendly companies while seeking long-term growth and diversification across several sectors. A key risk is that climate-focused stocks can be volatile and may go up or down more than the overall market.
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

This climate-focused ETF leans heavily on U.S. industrial and materials names, with waste giants Waste Management and Republic Services quietly powering steady gains as trash turns into treasure. Nucor and Southern Copper add a rising metals backbone, benefiting from the push for low‑carbon infrastructure. On the flip side, GE Vernova and Quanta Services have recently lost some altitude, and Cameco has been dragging after a weak stretch. Overall, it’s a U.S.-centric bet on the nuts-and-bolts builders of the green transition, rather than flashy Big Tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nucor5.82%$2.66M$58.60B90.74%
74
Outperform
Republic Services5.56%$2.54M$64.78B-9.53%
72
Outperform
Johnson Controls5.52%$2.52M$88.84B37.48%
70
Outperform
Waste Management5.41%$2.47M$90.56B-1.78%
76
Outperform
Southern Copper5.36%$2.45M$152.44B107.31%
73
Outperform
Carrier Global4.79%$2.19M$50.95B-5.06%
66
Neutral
GE Vernova Inc.4.71%$2.15M$263.75B51.90%
69
Neutral
Quanta Services4.51%$2.06M$100.33B72.81%
78
Outperform
Cameco3.72%$1.70MC$52.69B19.21%
71
Outperform
Steel Dynamics3.50%$1.60M$36.01B112.90%
76
Outperform

CCSO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.55
Negative
100DMA
27.39
Negative
200DMA
26.57
Positive
Market Momentum
MACD
-0.18
Negative
RSI
54.18
Neutral
STOCH
88.67
Negative
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 26.62, equal to the 50-day MA of 27.55, and equal to the 200-day MA of 26.57, indicating a neutral trend. The MACD of -0.18 indicates Negative momentum. The RSI at 54.18 is Neutral, neither overbought nor oversold. The STOCH value of 88.67 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CCSO.

CCSO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$48.00M0.35%
68
Neutral
$38.43M0.69%
67
Neutral
$37.73M0.65%
76
Outperform
$30.36M0.77%
71
Outperform
$26.67M0.57%
64
Neutral
$20.33M0.55%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
27.26
3.89
16.65%
LRNZ
TrueShares Technology, AI & Deep Learning ETF
XPND
First Trust Expanded Technology ETF
GK
AdvisorShares Gerber Kawasaki ETF
JXX
Janus Henderson Transformational Growth ETF
NUIF
Nuveen US Infrastructure ETF
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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