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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, has a solid overall rating, reflecting a portfolio led by strong performers like Quanta Services and Waste Management, which benefit from robust financial results, supportive earnings calls, and generally positive technical trends. The fund’s rating is held back somewhat by holdings such as Carrier Global and GE Vernova, where valuation and cash flow challenges, along with some bearish or cautionary technical signals, introduce risk. A key risk factor for CCSO is that several major holdings share similar concerns around high valuations and cash flow pressures, which could increase volatility if market conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in the most recent month, indicating positive momentum.
Leading Climate-Focused Industrials
Several of the largest industrial holdings, such as GE Vernova and Quanta Services, have delivered strong performance, helping drive the fund’s returns.
Targeted Sector Mix for Climate Solutions
Heavy exposure to industrials, materials, and energy tied to climate solutions gives investors focused access to companies working on the energy transition.
Negative Factors
High Sector Concentration
More than half of the portfolio is in industrials, which increases the risk if that sector faces a downturn.
Limited Geographic Diversification
The fund is heavily concentrated in U.S. stocks with only a small allocation to Canada, offering little global diversification.
Moderate Expense Ratio
The ETF’s fee is higher than many broad market index funds, which can slightly reduce long-term net returns.

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

CCSO Summary

The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) focuses on U.S. and North American companies working on climate and environmental solutions instead of tracking a traditional index. It invests in areas like renewable energy, energy efficiency, recycling, and cleaner industrial processes. Well-known holdings include Waste Management and Johnson Controls. Someone might consider this ETF if they want long-term growth while supporting businesses that aim to reduce carbon emissions and improve sustainability. A key risk is that it is concentrated in climate-related and industrial stocks, so its price can swing 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

CCSO is leaning hard into U.S. industrial climate plays, with GE Vernova, Quanta Services, and Johnson Controls doing much of the heavy lifting as their shares keep climbing on the back of grid upgrades and energy-efficiency demand. Materials names like Southern Copper and Nucor are also rising, giving the fund a tailwind from the metals needed for the green transition. On the flip side, waste-management leaders like Waste Management, Republic Services, and Waste Connections have been lagging lately, acting as a small brake on performance rather than a full-on drag.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Republic Services4.88%$2.29M$61.80B-19.53%
72
Outperform
Waste Management4.85%$2.28M$86.49B-7.47%
76
Outperform
Johnson Controls4.81%$2.26M$85.12B51.78%
70
Outperform
Southern Copper4.78%$2.25M$153.06B112.97%
73
Outperform
Carrier Global4.78%$2.24M$55.51B-6.45%
66
Neutral
Nucor4.71%$2.21M$51.82B97.45%
74
Outperform
Cameco4.69%$2.20MC$69.66B130.14%
71
Outperform
Quanta Services4.65%$2.19M$111.79B128.60%
78
Outperform
GE Vernova Inc.4.56%$2.14M$279.51B160.52%
69
Neutral
Enlight Renewable Energy3.12%$1.47M$12.55B397.85%
77
Outperform

CCSO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.94
Positive
100DMA
26.60
Positive
200DMA
25.52
Positive
Market Momentum
MACD
0.54
Negative
RSI
58.99
Neutral
STOCH
34.80
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 28.10, equal to the 50-day MA of 26.94, and equal to the 200-day MA of 25.52, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 58.99 is Neutral, neither overbought nor oversold. The STOCH value of 34.80 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$46.99M0.35%
68
Neutral
$38.70M0.57%
63
Neutral
$38.00M0.65%
76
Outperform
$33.87M0.69%
66
Neutral
$29.97M0.77%
71
Outperform
$7.23M0.99%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
28.62
7.59
36.09%
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Janus Henderson Transformational Growth ETF
XPND
First Trust Expanded Technology ETF
LRNZ
TrueShares Technology, AI & Deep Learning ETF
GK
AdvisorShares Gerber Kawasaki ETF
VICE
AdvisorShares Vice 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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