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CNRG - ETF AI Analysis

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CNRG

SPDR S&P Kensho Clean Power ETF (CNRG)

Rating:61Neutral
Price Target:
CNRG, the SPDR S&P Kensho Clean Power ETF, has a solid but not top-tier rating, reflecting a mix of strong leaders and some more challenged holdings in the clean energy space. Higher-quality positions like NEXTracker, Tenaris, Avista, Corning, and NextEra Energy support the fund with robust financial performance, growth plans, and generally favorable valuations and technical trends. However, weaker names such as SolarEdge and Generac, which face profitability pressures, bearish technical signals, and valuation concerns, along with pockets of overvaluation and leverage risk across several holdings, keep the overall rating from being higher and highlight the risk of volatility in this specialized sector.
Positive Factors
Strong Recent Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in the clean power theme.
Leading Holdings Showing Strong Gains
Several of the largest positions, including Bloom Energy and other top names, have posted strong year-to-date performance that supports the fund’s returns.
Targeted Clean Power Exposure
The fund focuses on companies tied to clean power technologies, giving investors direct exposure to a growing long-term theme.
Negative Factors
Higher Expense Ratio
The ETF’s fee is on the higher side compared with many broad market index funds, which can modestly reduce net returns over time.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market and policy environment.
Sector Concentration Risk
Large weights in industrials, technology, and utilities mean the fund can be more volatile if clean power–related sectors fall out of favor.

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

CNRG Summary

CNRG is the SPDR S&P Kensho Clean Power ETF, which follows the S&P Kensho Clean Power Index. It focuses on U.S. companies involved in renewable energy, including solar, wind, and other clean power technologies. The fund holds firms like NextEra Energy and Corning, giving investors a way to support and potentially benefit from the long-term growth of the clean energy transition while adding a focused theme to their portfolio. However, because it is concentrated in the clean power sector, its price can swing more than the overall market and may be heavily affected by changes in energy policy and technology trends.
How much will it cost me?The SPDR S&P Kensho Clean Power ETF (CNRG) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed and focuses on a specialized niche like renewable energy, which often requires more research and management effort.
What would affect this ETF?The SPDR S&P Kensho Clean Power ETF (CNRG) could benefit from increasing global demand for renewable energy, supportive government policies, and technological advancements in clean power solutions, especially given its focus on U.S.-based industrial, technology, and utility sectors. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the sector, and potential regulatory changes or competition within the renewable energy market. The ETF’s performance will likely be influenced by the success of its top holdings, such as Bloom Energy and Sunrun, in navigating these opportunities and risks.

CNRG Top 10 Holdings

CNRG is firmly hitched to the clean power wagon, with a U.S.-heavy mix of industrials, tech, and utilities driving the story. Bloom Energy and Plug Power are among the names giving the fund a lift, as their shares have been rising on growth hopes despite financial strains. GE Vernova and Corning add more steady, upward momentum, helped by solid earnings and bullish sentiment. On the flip side, SolarEdge has been lagging, acting as a bit of a speed bump, while Generac’s mixed signals keep it from being a clear engine of returns.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy5.75%$12.63M$65.28B1119.75%
62
Neutral
GE Vernova Inc.4.01%$8.79M$308.81B202.72%
69
Neutral
SolarEdge Technologies3.66%$8.03M$2.79B273.36%
49
Neutral
Corning3.60%$7.90M$151.09B280.98%
74
Outperform
Plug Power3.50%$7.69M$4.38B201.96%
51
Neutral
Nextpower Inc3.42%$7.51M$18.03B183.75%
78
Outperform
Generac Holdings3.34%$7.34M$12.96B94.18%
59
Neutral
Tenaris SA2.99%$6.57M$33.62B87.20%
75
Outperform
Ballard Power Systems2.97%$6.53M$988.62M157.94%
NextEra Energy2.95%$6.49M$198.69B43.27%
71
Outperform

CNRG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
94.75
Positive
100DMA
95.48
Positive
200DMA
88.98
Positive
Market Momentum
MACD
2.53
Negative
RSI
66.40
Neutral
STOCH
84.47
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CNRG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 97.20, equal to the 50-day MA of 94.75, and equal to the 200-day MA of 88.98, indicating a bullish trend. The MACD of 2.53 indicates Negative momentum. The RSI at 66.40 is Neutral, neither overbought nor oversold. The STOCH value of 84.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CNRG.

CNRG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$214.49M0.45%
61
Neutral
$846.59M0.30%
68
Neutral
$753.13M0.35%
64
Neutral
$719.41M0.56%
67
Neutral
$637.81M0.65%
70
Outperform
$126.91M0.55%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CNRG
SPDR S&P Kensho Clean Power ETF
103.80
54.34
109.87%
SIXG
Defiance Connective Technologies Etf
XTL
SPDR S&P Telecom ETF
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
FEPI
REX FANG & Innovation Equity Premium Income ETF
ACES
ALPS Clean Energy 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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