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POWR - ETF AI Analysis

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POWR

Ishares U.S. Power Infrastructure Etf (POWR)

Rating:70Outperform
Price Target:
POWR, the iShares U.S. Power Infrastructure ETF, appears to offer a solid but not outstanding overall profile, driven mainly by strong, growing companies like Quanta Services, Eaton, EQT, and Hubbell that show robust financial performance, healthy backlogs, and supportive earnings call commentary. However, several key utility holdings such as Southern Co, Duke Energy, and Constellation Energy face issues like bearish price trends, high debt or cash flow challenges, and valuation concerns, which likely hold back the fund’s rating. The main risk factor is that many core holdings in the power and utility space show signs of potential overvaluation and balance sheet or cash flow pressures, which could limit upside if conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far and in recent months, indicating positive momentum.
Leading Top Holdings
Several of the largest positions, such as GE Vernova, Quanta Services, and Eaton, have delivered strong year-to-date performance, helping drive the fund’s returns.
Targeted Sector Mix in Power Infrastructure
A focused blend of utilities, industrials, and energy stocks gives investors concentrated exposure to the power infrastructure theme while still spreading risk across related industries.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, which limits geographic diversification and ties the fund closely to the U.S. economy and policy environment.
Sector Concentration Risk
Heavy weighting in utilities and industrials means the ETF could be hit hard if power infrastructure or related sectors face regulatory, demand, or cost pressures.
Mixed Performance Among Top Holdings
A few sizable positions, such as Constellation Energy and Expand Energy, have shown weak year-to-date performance, which can drag on overall returns if the weakness continues.

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

POWR Summary

POWR is an ETF that follows the S&P U.S. Power Infrastructure Select Index, focusing on companies that build, run, and support the U.S. power system. It mainly holds utilities and industrial firms involved in electricity generation, transmission lines, and related equipment. Well-known holdings include NextEra Energy and Duke Energy. Someone might invest in POWR to get diversified exposure to the U.S. power grid and benefit from long-term demand for electricity and infrastructure upgrades. A key risk is that it is concentrated in power and infrastructure stocks, so its value can go up or down with that specific sector.
How much will it cost me?The iShares MSCI Global Energy Producers ETF (FILL) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a specific sector, requiring more specialized tracking of energy companies globally.
What would affect this ETF?The iShares MSCI Global Energy Producers ETF (FILL) could benefit from rising global energy demand, particularly in emerging markets, and higher oil and gas prices driven by geopolitical tensions or supply constraints. However, it may face challenges from regulatory shifts toward renewable energy, potential economic slowdowns reducing energy consumption, and volatility in commodity prices. Its heavy reliance on major oil and gas companies like Exxon Mobil and Chevron makes it sensitive to sector-specific trends and global energy policies.

POWR Top 10 Holdings

POWR is leaning hard into U.S. power infrastructure, with a heavy tilt toward utilities and industrials that keep the grid humming. GE Vernova, Eaton, and Quanta Services are the main engines right now, all rising on strong backlogs and upbeat earnings, giving the fund a solid industrial backbone. On the utility side, NextEra, Southern, and Duke are more steady than exciting, with some recent softness that’s kept a lid on gains. Constellation Energy has been lagging, acting as a small drag, but overall the story is U.S.-centric, grid-focused growth.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Quanta Services7.44%$21.97M$113.65B134.75%
78
Outperform
GE Vernova Inc.7.06%$20.87M$288.59B167.75%
69
Neutral
Eaton6.62%$19.56M$163.90B41.48%
75
Outperform
NextEra Energy5.81%$17.16M$199.17B44.49%
71
Outperform
EQT4.62%$13.65M$36.95B10.39%
76
Outperform
Southern Co3.73%$11.02M$108.21B5.42%
68
Neutral
Constellation Energy Corporation3.53%$10.42M$116.31B29.31%
68
Neutral
Duke Energy3.50%$10.33M$99.18B5.55%
70
Outperform
Hubbell B3.44%$10.15M$27.27B45.96%
77
Outperform
nVent Electric3.29%$9.72M$26.31B166.44%
76
Outperform

POWR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.62
Positive
100DMA
25.49
Positive
200DMA
24.53
Positive
Market Momentum
MACD
0.45
Negative
RSI
69.20
Neutral
STOCH
85.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For POWR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.17, equal to the 50-day MA of 26.62, and equal to the 200-day MA of 24.53, indicating a bullish trend. The MACD of 0.45 indicates Negative momentum. The RSI at 69.20 is Neutral, neither overbought nor oversold. The STOCH value of 85.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for POWR.

POWR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$301.13M0.40%
70
Outperform
$882.64M0.30%
68
Neutral
$783.37M0.35%
64
Neutral
$743.26M0.56%
67
Neutral
$443.91M0.50%
69
Neutral
$181.09M0.50%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
POWR
Ishares U.S. Power Infrastructure Etf
28.22
7.69
37.46%
UFOX
Defiance Connective Technologies Etf
XTL
SPDR S&P Telecom ETF
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
ZAP
Global X U.S. Electrification ETF
ELFY
ALPS Electrification 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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