iShares Global Clean Energy ETF

ICLN

Market cap $1.92B

Plug Power Inc's (NASDAQ: PLUG) latest capital raise is having far-reaching effects beyond its own stock.

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

Bought 479,600 shares of iShares Global Clean Energy ETF; estimated trade value of ~$6.79 million based on the average price for the quarter Transaction accounts for a 5.32% increase relative to the fund's 13F reportable assets under management Post-trade stake stands at 1,073,879 shares, valued at $16.62 million Position is the fund's largest holding, now representing 13.03% of total 13F AUM

Putin's rare earth extraction push may spark supply concerns, but clean energy ETFs like ICLN should stay resilient amid global green momentum.

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

Added 1,136,146 shares in ICLN; estimated transaction value of $17.59 million based on quarterly average price Post-trade stake: 1,136,146 shares valued at $17.59 million as of September 30, 2025 ICLN is now the fund's 2nd-largest holding by value

Renewable energy is rallying in 2025 at a rate eclipsing the pace of many AI companies. Despite the federal government's antipathy to the sector, clean energy is poised to see massive growth in America and globally in the years ahead.

A new U.S.-China rare earth deal lifts hopes for clean energy ETFs, like ICLN and PBW, as supply chains stabilize and investor optimism returns.

Renewables have overtaken coal in global power generation, putting clean energy ETFs like ICLN, QCLN and PBW in sharp investor focus.

Since the advent of commercially available electricity, the world's primary generation source has been coal. And despite natural gas overtaking the combustible black sedimentary rock as the foremost source used in the United States in 2016, coal has remained king globally.