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CSIO - ETF AI Analysis

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CSIO

Cohen & Steers Infrastructure Opportunities Active ETF (CSIO)

Rating:56Neutral
Price Target:
CSIO, the Cohen & Steers Infrastructure Opportunities Active ETF, has a solid overall rating driven by strong, diversified infrastructure names like CSX, Williams, and Vinci, which benefit from healthy financial performance, infrastructure growth, and supportive technical trends. However, several key holdings such as NextEra, Entergy, and Qube face headwinds from high leverage, cash flow challenges, or signs of bearish or overbought momentum, which hold the fund back from a higher rating. The main risk factor is that many of its core positions share similar issues around high debt levels and valuation, which could increase volatility if market conditions worsen.
Positive Factors
Strong Recent Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy and holdings have been working well in the current market.
Leading Infrastructure and Utility Holdings
Several of the largest positions in infrastructure, energy, and utilities have shown strong performance, helping support the fund’s overall returns.
Global Diversification Across Developed Markets
Holdings spread across the U.S., Europe, Canada, Australia, and Asia help reduce the impact of weakness in any single country.
Negative Factors
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration in Utilities and Industrials
A large share of assets in utilities and industrials means the ETF is heavily tied to how these sectors perform, increasing sector-specific risk.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading spreads and a greater chance the ETF could be closed if it does not grow.

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

CSIO Summary

CSIO is an actively managed ETF that focuses on global infrastructure companies rather than tracking a specific index. It invests in businesses that build and operate essential systems like transportation, energy pipelines, utilities, and communication networks. Well-known holdings include CSX, a major U.S. railroad company, and NextEra Energy, a large clean energy and utility firm. Someone might invest in CSIO to seek long-term growth and income from companies that provide critical services around the world, while gaining diversification across countries and sectors. A key risk is that infrastructure and utility stocks can still go up and down with interest rates and the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professionals selecting infrastructure-related stocks rather than simply tracking an index.
What would affect this ETF?This global infrastructure ETF could benefit if governments increase spending on transportation, energy, and utilities projects, and if the shift toward cleaner energy supports companies like NextEra Energy and major pipeline operators. On the other hand, rising interest rates, tighter regulations on utilities and energy, or an economic slowdown that reduces demand for industrial and transport services could weigh on the fund’s holdings and performance.

CSIO Top 10 Holdings

CSIO is leaning hard into classic infrastructure, with a heavy tilt toward utilities and energy names that are quietly powering returns. Williams Co and TC Energy have been rising on the back of solid earnings and steady dividend appeal, giving the fund a strong energy backbone. NextEra Energy and Ameren add a cleaner, utility-focused flavor, also trending positively despite some valuation worries. On the flip side, CSX and European names like Vinci and Rai Way have been more mixed lately, occasionally losing steam and modestly tugging on performance. With holdings spread across North America, Europe, and Australia, this is a truly global infrastructure play rather than a U.S.-only bet.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
CSX6.26%$1.51M$74.95B33.20%
78
Outperform
TC Energy5.91%$1.43MC$87.60B34.04%
70
Outperform
Williams Co5.86%$1.42M$90.02B26.18%
76
Outperform
NextEra Energy5.73%$1.38M$192.79B30.88%
71
Outperform
Ameren5.34%$1.29M$31.02B12.40%
72
Outperform
Entergy5.33%$1.29M$48.05B27.06%
66
Neutral
Qube Holdings4.45%$1.08MAU$8.76B38.89%
62
Neutral
Rai Way S.p.A.4.36%$1.05M€1.58B3.08%
70
Outperform
3.98%$962.55K
Vinci SA3.93%$951.53K€72.84B9.30%
76
Outperform

CSIO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.03
Positive
100DMA
200DMA
Market Momentum
MACD
0.13
Positive
RSI
52.94
Neutral
STOCH
29.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSIO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.15, equal to the 50-day MA of 27.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 52.94 is Neutral, neither overbought nor oversold. The STOCH value of 29.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSIO.

CSIO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.18M0.65%
56
Neutral
$77.92M0.65%
67
Neutral
$23.26M0.96%
68
Neutral
$21.84M0.60%
66
Neutral
$8.46M0.50%
61
Neutral
$6.75M0.65%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSIO
Cohen & Steers Infrastructure Opportunities Active ETF
27.84
2.71
10.78%
TCAI
Tortoise AI Infrastructure ETF
GLIX
Lazard Listed Infrastructure ETF
BILT
iShares Infrastructure Active ETF
BILD
Macquarie Global Listed Infrastructure ETF
IQRA
IQ CBRE Real Assets 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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