State Street SPDR S&P Kensho Clean Power ETF

CNRG

Market cap $191M

Clean energy ETFs spent the last few years getting battered by rising rates, policy uncertainty, and a rotation away from growth.

Green ETFs like ICLN come into focus as global energy transition investments hit a record $2.3 trillion in 2025, led by transport and renewables.

Clean energy was the hot trade of 2020 and 2021, pulling in retail investors eager to capitalize on renewable momentum.

Despite policy headwinds, surging AI-driven power demand and falling renewable costs are powering clean energy ETFs higher.

Solar and other clean energy ETFs like TAN, CTEX, CNRG & CTEC are surging as AI demand, rate cuts & policy relief boost the long-term growth outlook.

ETFs like BITI, EWY, XSD, AMDW, and CNRG have fared well last week on AI momentum, trade optimism and clean energy revival.

A Fed rate cut today could ease financing for renewables, boosting U.S.-focused clean energy ETFs that are already gaining momentum.

PBW, QCLN, CNRG, and HAIL have been hovering around 52-week highs as clean energy regulations, Ford's EV plan, Powell's rate cut hints and Tesla rally sparked momentum.

It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.

The increasing focus on finding alternative energy sources and diminishing global reliability on fossil fuels has resulted in clean energy investments surging $2 trillion. Capitalize on the growing commitment of global economies to combat climate change with clean energy ETFs.