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VOLT - ETF AI Analysis
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Tema Electrification ETF (VOLT)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Bel Fuse Inc and Amphenol, have shown strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors like Industrials, Utilities, and Technology, reducing reliance on any single industry.
Solid Year-to-Date Performance
The fund has delivered strong year-to-date returns, indicating positive momentum in its portfolio.
Negative Factors
High Geographic Concentration
With over 90% of its exposure in the U.S., the ETF is heavily reliant on the performance of the domestic market.
Relatively High Expense Ratio
The ETF charges a higher expense ratio compared to many other funds, which could eat into long-term returns.
Overweight in Industrials and Utilities
The fund's heavy allocation to Industrials and Utilities may make it vulnerable to sector-specific downturns.
VOLT vs. SPDR S&P 500 ETF (SPY)
AUM256.62M
RegionGlobal
Expense Ratio0.75%
Beta0.92
IssuerTema
Inception DateDec 03, 2024
Dividend Yield0.46%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume167,587
30 Day Avg. Volume139,167
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
33.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VOLT Summary
The Tema Electrification ETF (Ticker: VOLT) is an investment fund focused on companies driving the electrification of utilities, including power generation, electric vehicle infrastructure, and smart grid technologies. It includes well-known companies like NextEra Energy and Powell Industries, offering exposure to both established players and innovative disruptors in the energy sector. Investors might consider VOLT for its potential growth as the world shifts toward cleaner and more efficient energy systems. However, new investors should be aware that the ETF’s performance can be influenced by changes in the utilities and technology sectors, which may experience volatility.
How much will it cost me?The Tema Electrification ETF (VOLT) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specific niche within the utilities and electrification sector to target growth opportunities.
What would affect this ETF?The Tema Electrification ETF (VOLT) could benefit from global efforts to transition to cleaner energy and increased investment in electrification technologies, such as electric vehicle infrastructure and smart grids. However, it may face challenges from rising interest rates, which can increase borrowing costs for utility companies, and potential regulatory changes that could impact the energy sector. Its global exposure and focus on innovative companies provide growth opportunities, but economic slowdowns or geopolitical tensions could negatively affect its performance.
VOLT Top 10 Holdings
The Tema Electrification ETF (VOLT) is powered by a mix of rising stars and lagging players in the electrification space. Amphenol is a standout, steadily climbing thanks to strong financial performance and upbeat earnings sentiment, while Quanta Services also adds momentum with robust growth and a record backlog. On the flip side, Powell Industries and Energy Transfer are holding the fund back, with Powell facing bearish technical signals and Energy Transfer struggling with revenue growth challenges. The ETF leans heavily into industrials and utilities, with a global focus, making it a concentrated bet on the electrification revolution.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| NextEra Energy | 6.41% | $16.08M | $170.05B | 10.91% | 71 Outperform | |
| Powell Industries | 6.22% | $15.60M | $4.08B | 33.76% | 76 Outperform | |
| Bel Fuse Inc | 5.89% | $14.79M | $2.15B | 102.46% | 73 Outperform | |
| Quanta Services | 4.78% | $12.00M | $65.33B | 29.77% | 78 Outperform | |
| Amphenol | 4.71% | $11.82M | $158.20B | 75.53% | 78 Outperform | |
| Hubbell B | 4.16% | $10.45M | $23.81B | -1.24% | 77 Outperform | |
| American Electric Power | 4.04% | $10.15M | $60.96B | 23.10% | 68 Neutral | |
| Energy Transfer | 3.93% | $9.86M | $56.86B | -13.02% | 70 Outperform | |
| GE Vernova Inc. | 3.89% | $9.76M | $182.25B | 102.32% | 69 Neutral | |
| Nisource | 3.79% | $9.50M | $19.76B | 13.30% | 64 Neutral |
VOLT Technical Analysis
Negative
―
Price Trends
29.75
Negative
28.60
Positive
25.81
Positive
Market Momentum
0.02
Negative
45.30
Neutral
67.26
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOLT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.34, equal to the 50-day MA of 29.75, and equal to the 200-day MA of 25.81, indicating a neutral trend. The MACD of 0.02 indicates Negative momentum. The RSI at 45.30 is Neutral, neither overbought nor oversold. The STOCH value of 67.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VOLT.
VOLT Peer Comparison
Comparison Results
Performance Comparison
VOLT
Tema Electrification ETF
29.20
4.81
19.72%
EIPI
FT Energy Income Partners Enhanced Income ETF
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―
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AVRE
Avantis Real Estate ETF
―
―
―
VGSR
Vert Global Sustainable Real Estate ETF
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―
―
EIPX
FT Energy Income Partners Strategy ETF
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―
DFNL
Davis Select Financial Etf
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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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