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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 growth stories and meaningful risks in the clean energy space. Standout holdings like NEXTracker and Corning support the fund’s quality through robust financial performance, positive earnings outlooks, and generally favorable technical trends, while companies such as T1 Energy and SolarEdge face significant financial and valuation challenges that weigh on the overall assessment. The main risk factor is that many holdings share issues like high leverage, cash flow pressures, and valuation concerns, which can make the fund more sensitive to market downturns and sector-specific setbacks.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its clean power holdings.
Leading Clean Power Stocks
Several of the largest positions, such as Bloom Energy and Eos Energy Enterprises, have delivered strong year-to-date performance, helping drive the fund’s returns.
Diversified Across Key Clean Energy Industries
Holdings spread across industrials, technology, utilities, and energy reduce reliance on any single clean power industry segment.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is used to cover fees each year.
Small Asset Base
With a relatively modest amount of assets under management, the ETF may be less liquid and more sensitive to large investor flows than bigger funds.
Heavy U.S. Concentration
Almost all of the portfolio is invested in U.S. companies, offering little geographic diversification within the global clean energy market.

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 Enphase Energy and Bloom Energy, which work on solar equipment and clean power solutions. Someone might invest in CNRG to seek long-term growth from the global shift toward cleaner energy while adding a focused theme to their portfolio. A key risk is that clean energy stocks can be very volatile and may rise or fall more than the overall market.
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 riding a wave of strength from several fast-moving clean power names, with Bloom Energy, Generac, Enphase, and Nextracker acting as the main engines of recent gains. Solar equipment players like Array and Shoals add more fuel, though their profitability and valuation issues can occasionally throw sand in the gears. On the steadier side, utilities-focused names such as AES, GE Vernova, and NextEra help smooth out the ride but aren’t leading the charge. Overall, this is a U.S.-centric, renewables-heavy bet, tightly focused on industrial and tech-driven clean energy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy4.38%$8.42M$43.35B531.43%
62
Neutral
Enphase Energy3.67%$7.05M$5.78B-24.19%
61
Neutral
Nextpower Inc3.66%$7.04M$17.76B170.01%
78
Outperform
T1 Energy3.55%$6.83M$2.06B401.32%
40
Underperform
Generac Holdings3.46%$6.65M$11.77B53.77%
59
Neutral
GE Vernova Inc.3.25%$6.25M$216.98B156.68%
69
Neutral
NextEra Energy3.19%$6.13M$193.31B26.14%
71
Outperform
SolarEdge Technologies3.15%$6.05M$2.26B132.26%
49
Neutral
Corning2.97%$5.72M$110.78B176.19%
74
Outperform
AES2.91%$5.59M$10.11B15.27%
65
Neutral

CNRG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
96.94
Negative
100DMA
95.57
Negative
200DMA
83.33
Positive
Market Momentum
MACD
-1.68
Positive
RSI
47.36
Neutral
STOCH
83.48
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 95.05, equal to the 50-day MA of 96.94, and equal to the 200-day MA of 83.33, indicating a neutral trend. The MACD of -1.68 indicates Positive momentum. The RSI at 47.36 is Neutral, neither overbought nor oversold. The STOCH value of 83.48 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
$192.53M0.45%
61
Neutral
$808.99M0.38%
71
Outperform
$697.85M0.30%
70
Outperform
$596.15M0.65%
73
Outperform
$554.28M0.56%
66
Neutral
$117.58M0.55%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CNRG
SPDR S&P Kensho Clean Power ETF
93.68
39.71
73.58%
IYZ
iShares U.S. Telecommunications ETF
SIXG
Defiance Connective Technologies Etf
FEPI
REX FANG & Innovation Equity Premium Income ETF
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
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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