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PWER - ETF AI Analysis
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Macquarie Energy Transition ETF (PWER)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong market momentum.
Sector Focus on Materials and Energy
Heavy exposure to materials and energy sectors aligns with the growing demand for renewable energy and infrastructure.
Global Diversification
While primarily U.S.-focused, the ETF includes holdings from Canada, the UK, and France, adding some international exposure.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Several top holdings, such as ConocoPhillips and Alcoa, have shown weak performance, potentially dragging down overall returns.
Over-Concentration in U.S. Market
With over 80% of its geographic exposure in the U.S., the fund is heavily reliant on the domestic market, limiting protection against global downturns.
PWER vs. SPDR S&P 500 ETF (SPY)
AUM8.74M
RegionGlobal
Expense Ratio0.80%
Beta0.94
IssuerNomura
Inception DateNov 28, 2023
Dividend Yield1.15%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,175
30 Day Avg. Volume1,255
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWER Summary
The Macquarie Energy Transition ETF (Ticker: PWER) is an investment fund focused on companies driving the shift to renewable energy and sustainable infrastructure. It includes businesses in sectors like solar, wind, and energy storage, with well-known names such as First Solar and Steel Dynamics among its top holdings. This ETF is ideal for investors looking to support environmentally friendly initiatives while potentially benefiting from growth in the clean energy industry. However, since it heavily focuses on energy and materials sectors, its performance can be affected by fluctuations in commodity prices and changes in government policies related to renewable energy.
How much will it cost me?The Macquarie Energy Transition ETF (Ticker: PWER) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a specialized niche in the low-carbon energy transition sector, which requires more research and management effort.
What would affect this ETF?The Macquarie Energy Transition ETF (PWER) could benefit from global efforts to combat climate change and increasing investments in renewable energy, clean technology, and sustainable infrastructure, as governments and corporations prioritize decarbonization. However, potential risks include fluctuating commodity prices in the materials and energy sectors, regulatory changes, and economic slowdowns that could impact funding for green initiatives or the adoption of new technologies.
PWER Top 10 Holdings
The Macquarie Energy Transition ETF is riding the wave of the global shift toward clean energy, with standout performers like Ero Copper and Hudbay Minerals driving gains thanks to strong production and strategic partnerships. First Solar adds steady momentum with its expansion plans, while ARC Resources and ConocoPhillips are lagging, weighed down by bearish trends and project cost concerns. The fund leans heavily into materials and energy sectors, creating a concentrated bet on the low-carbon transition. Its global exposure positions it well to capture opportunities across diverse markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| First Solar | 5.91% | $516.09K | $27.64B | 32.66% | 74 Outperform | |
| Ero Copper | 5.33% | $465.58K | $2.60B | 76.30% | 76 Outperform | |
| Steel Dynamics | 5.29% | $461.87K | $24.13B | 20.69% | 78 Outperform | |
| Hudbay Minerals | 4.61% | $402.49K | $6.93B | 97.74% | 76 Outperform | |
| Expand Energy | 3.99% | $348.72K | $29.26B | 27.22% | 69 Neutral | |
| EQT | 3.89% | $339.90K | $37.87B | 40.04% | 81 Outperform | |
| ARC Resources | 3.68% | $321.60K | C$15.40B | 12.23% | 75 Outperform | |
| Alcoa | 3.62% | $316.01K | $11.33B | 3.01% | 74 Outperform | |
| Valero Energy | 3.54% | $308.98K | $53.11B | 32.40% | 69 Neutral | |
| Arcosa | 3.51% | $306.84K | $5.26B | -0.98% | 75 Outperform |
PWER Technical Analysis
Positive
―
Price Trends
33.30
Positive
31.77
Positive
28.87
Positive
Market Momentum
0.44
Negative
62.18
Neutral
94.42
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PWER, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.57, equal to the 50-day MA of 33.30, and equal to the 200-day MA of 28.87, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 62.18 is Neutral, neither overbought nor oversold. The STOCH value of 94.42 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWER.
PWER Peer Comparison
Comparison Results
Performance Comparison
PWER
Macquarie Energy Transition ETF
34.73
6.48
22.94%
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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.
Disclaimer
This 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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