SIMS - ETF AI Analysis

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SPDR S&P Kensho Intelligent Structures ETF (SIMS)

Rating:65Neutral

Price Target:―

SIMS, the SPDR S&P Kensho Intelligent Structures ETF, earns a solid overall rating thanks to several strong core holdings like Mueller Water Products, Veralto, Pentair, and Tetra Tech, which all benefit from robust financial performance, positive earnings calls, and strategic initiatives that support future growth. However, holdings such as Generac and Select Energy Services, which face mixed financial results, bearish technical trends, and potential overvaluation, weigh on the fund’s rating. A key risk factor is that many top holdings share similar valuation and technical concerns, meaning the ETF could be sensitive to market pullbacks in these types of infrastructure and technology names.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.

Leading Holdings Performing Well

Many of the top positions, including several industrial and technology names, have delivered strong year-to-date results that support the fund’s overall performance.

Targeted Sector Exposure

A focus on industrials and technology gives investors concentrated exposure to companies involved in intelligent infrastructure and related innovations.

Negative Factors

High U.S. Concentration

Almost all assets are invested in U.S. companies, which limits geographic diversification and ties results closely to the U.S. economy.

Sector Concentration Risk

Heavy weighting in industrials and technology means the fund could be hit hard if these sectors face a downturn.

Moderate Expense Ratio

The fund’s fee is higher than many broad, low-cost index ETFs, which can slightly reduce long-term returns.

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

AUM8.51M

RegionNorth America

Expense Ratio0.45%

Beta1.18

IssuerSPDR

Inception DateDec 26, 2017

Dividend Yield0.63%

Asset ClassEquity

Index TrackedS&P Kensho Intelligent Infrastructure Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume497

30 Day Avg. Volume1,733

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

54.35

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering44

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SIMS Summary

SIMS is the SPDR S&P Kensho Intelligent Structures ETF, which follows the S&P Kensho Intelligent Infrastructure Index. It focuses on companies using technology to modernize infrastructure, such as smart buildings, advanced construction, and efficient water and energy systems. Well-known holdings include Bloom Energy and Xylem. An investor might consider SIMS to seek growth from long-term trends in smarter, more sustainable infrastructure while getting a mix of industrial and technology stocks in one fund. A key risk is that it’s a specialized theme ETF, so its price can swing more than the overall market and may lag if this niche falls out of favor.

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

SIMS is leaning heavily into U.S. industrial and infrastructure names, with a tech twist. Bloom Energy has been one of the fund’s main engines lately, rising on optimism around clean, intelligent power systems. Mueller Water Products and Silicon Labs are also pulling their weight, helping support returns as demand for smarter water and control systems grows. On the softer side, Shoals Technologies and Resideo have been lagging, and Veralto looks more mixed, which can occasionally act like sand in the ETF’s gears despite the broader smart-infrastructure theme.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
BE	Bloom Energy	4.42%	$370.71K	$35.80B	562.41%	62 Neutral
TTEK	Tetra Tech	3.29%	$275.56K	$9.84B	10.00%	73 Outperform
MWA	Mueller Water Products	3.25%	$272.30K	$4.23B	21.56%	77 Outperform
SHLS	Shoals Technologies Group	3.25%	$272.28K	$1.58B	105.29%	67 Neutral
JCI	Johnson Controls	3.05%	$255.45K	$73.00B	59.71%	70 Outperform
VLTO	Veralto Corporation	3.00%	$251.21K	$24.58B	0.31%	76 Outperform
GNRC	Generac Holdings	2.98%	$250.21K	$9.86B	18.24%	59 Neutral
ITRI	Itron	2.98%	$250.08K	$4.54B	-5.24%	70 Outperform
WTTR	Select Energy Services	2.97%	$249.09K	$1.46B	-8.94%	62 Neutral
PNR	Pentair	2.96%	$248.36K	$17.24B	2.81%	75 Outperform

SIMS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

43.49

Positive

100DMA

43.77

Positive

200DMA

39.49

Positive

Market Momentum

MACD

0.31

Positive

RSI

52.92

Neutral

STOCH

27.25

Neutral

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 44.42, equal to the 50-day MA of 43.49, and equal to the 200-day MA of 39.49, indicating a bullish trend. The MACD of 0.31 indicates Positive momentum. The RSI at 52.92 is Neutral, neither overbought nor oversold. The STOCH value of 27.25 is Neutral, 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	―	―	$8.51M	0.45%	―
POWR	―	―	$89.03M	0.40%	―
CEPI	―	―	$88.90M	0.85%	―
GPTY	―	―	$72.99M	1.06%	―
RBLD	―	―	$19.94M	0.65%	―
HWAY	―	―	$2.32M	0.29%	―

Performance Comparison

SIMS

SPDR S&P Kensho Intelligent Structures ETF

44.51

10.88

32.35%

POWR

Ishares U.S. Power Infrastructure Etf

―

CEPI

REX Crypto Equity Premium Income ETF

―

GPTY

YieldMax AI & Tech Portfolio Option Income ETF

―

RBLD

First Trust Alerian US NextGen 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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