US Global Sea to Sky Cargo ETF

SEA

時価総額 $1868万

The dry bulk segment was named my top pick for 2026, and CMB.TECH, J Mintzmyer's top pick in dry bulk, has delivered a 102.63% total return YTD. Dry bulk supply is tightening due to aging fleets, slow newbuild deliveries, and shipyard backlogs, supporting higher asset values and NAV.

Freight ETFs are surging as Middle East disruptions send tanker rates soaring, with BWET up over 3,700% YTD and shipping earnings at record levels.

Crude tankers offer a window trade: war premiums are real, structural tightness persists, but the order book closes the window by 2028. Dry bulk fundamentals improve beyond headlines; Capesizes lead, supporting a strong buy on Seanergy and a buy on Star Bulk.

SEA climbs to a fresh 52-week high as global shipping disruptions and surging freight rates fuel gains.

SEA climbs to a fresh 52-week high as global shipping disruptions and surging freight rates fuel gains.

TAGUIG CITY, Philippines, June 24, 2026 /PRNewswire/ -- Globe has maintained its 'A' rating in the CDP Supplier Engagement Assessment (SEA) in 2025, reinforcing its commitment to transparency, climate action, and responsible business practices across its value chain. The recognition for the second consecutive year reflects Globe's sustained efforts to integrate sustainability into the way it works with suppliers and partners.

Sea Limited remains a strong buy as I focus on deeply sold-off stocks decoupled from market highs. Q1 results showed improved Shopee monetization and soaring profitability in Monee and Garena, supporting my conviction. Despite Shopee's GMV guidance of 25%+ y/y growth, EBITDA margins face pressure from competitive discounting.

Shipping ETFs are riding on elevated freight rates as Middle East disruptions reshape logistics, with BWET SEA posting strong 2026 gains.

The U.S. Global Sea to Sky Cargo ETF (NYSEARCA:SEA) is a niche thematic fund tracking marine shipping, air freight and courier, and port and harbor operating companies across the globe.

The SonicShares Global Shipping ETF (NYSEARCA:BOAT) has quietly become one of 2026's most powerful outperformers, with shares near $42 after a 34% year-to-date gain and a 70% advance over the past 12 months.