Sprott Energy Transition Materials ETF

SETM

時価総額 $4.58億

Many sought-after metals have been logging significant price growth in recent months, and lithium is no exception. Key Takeaways: The price of lithium did quite well in August, as did the Sprott Lithium Miners ETF (LITP).

For advisors and investors still seeking to amplify their portfolio's diversification and inflation resilience, commodities can help meet the moment. However, some commodities may be especially well-positioned to take advantage of long-term trends and growth opportunities.

While many metals and commodities are worth keeping an eye on right now, one that may warrant particular focus is copper.  Key Takeaways: The price of spot copper saw a noticeable increase in July, rising 3.65% over the one month alone.

Those who have been keeping a close eye on the commodities market know that critical material supply chains have become a top priority for nations worldwide. Not only has the United States been seeking to end its reliance on China for critical materials, but the European Union is also ramping up its efforts.

Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector.

Sprott Critical Materials ETF has diversified, market-adapted exposure to global critical materials, with a current focus on copper, uranium, silver, and lithium. I see strong momentum in copper and silver, attractive valuation in lithium, but an overvaluation in uranium, leading to a strategic HOLD rating. SETM's annualized volatility is high (46%), as sector correlations amplify risk despite diversification;

It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:

NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced that the Nasdaq indexes tracked by several of its ETFs will add rebalances in September and March beginning September 21, 2026. The indexes will be rebalanced on a quarterly basis in March, June, September and December, with the semi-annual index reconstitution coinciding with the June and December rebalances.

Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.

China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.