Global X CleanTech ETF

CTEC

Market cap $29.2M

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.

For investors looking for income through a multi-asset class approach, it might seem sensible to max out the dividend yield within the equity allocation. Yield-focused equity strategies may introduce regional and sector concentrations that can influence returns. Given the relatively attractive yields available in other asset classes, we think it makes more sense to design 'core-like' equity exposure within multi-asset income solutions.

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.

First Solar Q4 earnings has put ETFs with the highest allocation to the largest U.S. solar module manufacturer in focus.

Investors who piled into clean energy themes the last few years are experiencing some performance pain this year, as we appear to be experiencing a detour on the road to the clean energy transition. Related themes have been hard hit this year due to a confluence of events.