SIMS - ETF AI Analysis

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SPDR S&P Kensho Intelligent Structures ETF (SIMS)

Rating:64Neutral

Price Target:―

The SPDR S&P Kensho Intelligent Structures ETF (SIMS) has a solid overall rating, driven by strong contributions from top holdings like Xylem and Pentair. Xylem stands out with its robust financial performance, strategic initiatives, and raised guidance, while Pentair benefits from strong growth and successful acquisitions. However, the ETF's rating is tempered by weaker holdings such as Fluence Energy and Resideo Technologies, both of which face financial challenges and valuation concerns. A key risk for this ETF is its exposure to companies with high valuation metrics, which could lead to volatility in uncertain market conditions.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid gains so far this year, indicating strong overall momentum.

Industrial Sector Strength

With over half of its exposure in Industrials, the fund benefits from a sector that has shown resilience and growth potential.

Reasonable Expense Ratio

The ETF charges a moderate fee compared to many specialized funds, making it cost-effective for investors.

Negative Factors

High Geographic Concentration

The fund is heavily concentrated in U.S. companies, limiting diversification across global markets.

Overweight in a Single Stock

Bloom Energy makes up a significant portion of the portfolio, increasing risk if the stock underperforms.

Mixed Performance Among Holdings

Some top holdings, like Select Energy Services, have lagged this year, which could drag on overall returns.

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

AUM9.22M

RegionNorth America

Expense Ratio0.45%

Beta1.18

IssuerSPDR

Inception DateDec 26, 2017

Dividend Yield0.47%

Asset ClassEquity

Index TrackedS&P Kensho Intelligent Infrastructure Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,876

30 Day Avg. Volume2,430

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

52.15

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering42

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SIMS Summary

The SPDR S&P Kensho Intelligent Structures ETF (SIMS) is an investment fund that focuses on companies driving innovation in infrastructure. It tracks the S&P Kensho Intelligent Infrastructure Index, which includes firms working on smart buildings, advanced construction techniques, and sustainable materials. Some well-known companies in this ETF are Bloom Energy and Johnson Controls. Investors might consider SIMS for its potential growth opportunities in modernizing infrastructure with cutting-edge technologies like robotics and AI. However, new investors should be aware that this ETF is heavily tied to the industrial and technology sectors, meaning its performance can fluctuate with changes in those industries.

How much will it cost me?The SPDR S&P Kensho Intelligent Structures ETF (SIMS) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed to focus on a specific niche of innovative infrastructure companies. The higher cost reflects the specialized research and management involved in maintaining this thematic portfolio.

What would affect this ETF?The SIMS ETF could benefit from increased government spending on infrastructure modernization and the growing adoption of technologies like artificial intelligence and robotics in construction and energy systems. However, it may face challenges from rising interest rates, which can increase borrowing costs for infrastructure projects, and potential regulatory hurdles affecting technology and energy sectors. Its focus on U.S.-based companies in industries like Industrials and Technology makes it sensitive to domestic economic conditions and innovation trends.

SIMS Top 10 Holdings

The SPDR S&P Kensho Intelligent Structures ETF (SIMS) is leaning heavily on industrials and technology, with names like Bloom Energy and Fluence Energy driving its focus on innovative infrastructure. Bloom Energy has shown steady long-term growth but is losing steam in the short term, while Fluence Energy’s mixed performance reflects operational hurdles despite strong strategic positioning. Shoals Technologies is rising on international expansion but faces valuation concerns. Generac Holdings, however, is dragging the fund with bearish momentum and declining residential sales. Overall, the ETF’s U.S.-centric portfolio is a bet on the future of smart infrastructure, though near-term challenges persist.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
BE	Bloom Energy	9.66%	$890.17K	$21.01B	268.24%	62 Neutral
FLNC	Fluence Energy	6.46%	$595.15K	$3.65B	31.23%	55 Neutral
SHLS	Shoals Technologies Group	4.60%	$424.03K	$1.50B	75.00%	67 Neutral
REZI	Resideo Technologies	4.44%	$408.76K	$5.35B	45.74%	51 Neutral
JCI	Johnson Controls	3.09%	$285.05K	$73.05B	48.23%	70 Outperform
WTTR	Select Energy Services	3.07%	$282.66K	$1.27B	-16.13%	62 Neutral
XYL	Xylem	2.92%	$269.42K	$33.62B	17.87%	79 Outperform
GNRC	Generac Holdings	2.87%	$264.25K	$8.15B	-11.08%	59 Neutral
PNR	Pentair	2.83%	$260.57K	$17.00B	1.88%	75 Outperform
MWA	Mueller Water Products	2.81%	$258.68K	$3.83B	6.76%	77 Outperform

SIMS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

44.46

Negative

100DMA

42.35

Positive

200DMA

37.67

Positive

Market Momentum

MACD

-0.35

Positive

RSI

45.78

Neutral

STOCH

13.25

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIMS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.23, equal to the 50-day MA of 44.46, and equal to the 200-day MA of 37.67, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 45.78 is Neutral, neither overbought nor oversold. The STOCH value of 13.25 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIMS.

SIMS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SIMS	―	―	$9.22M	0.45%	―
CEPI	―	―	$82.99M	0.85%	―
POWR	―	―	$73.10M	0.40%	―
RBLD	―	―	$18.49M	0.65%	―
INFR	―	―	$12.38M	0.59%	―
HWAY	―	―	$1.56M	0.29%	―

Performance Comparison

SIMS

SPDR S&P Kensho Intelligent Structures ETF

42.65

8.27

24.05%

CEPI

REX Crypto Equity Premium Income ETF

―

POWR

Ishares U.S. Power Infrastructure Etf

―

RBLD

First Trust Alerian US NextGen Infrastructure ETF

―

INFR

ClearBridge Sustainable Infrastructure ETF

―

HWAY

Themes US 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.

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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