iShares Global Clean Energy ETF

ICLN

Market cap $2.05B

The AI boom created an unexpected problem: insufficient electricity for data centers.

US exit from global climate treaties shifts clean energy focus to globally diversified ETFs like ICLN, PBW and FAN.

iShares Global Clean Energy ETF is reaffirmed as a buy, with strong outperformance versus global equities and a compelling valuation. ICLN offers diversified exposure to global clean energy equities, with a reasonable 18.6x P/E, high 16.9% earnings growth, and a PEG just above one. Technical momentum is robust, with a bullish long-term trend, rising 200-day moving average, and key support near $15.50.

London-based Perbak Capital Partners sold all its 482,918 shares in the iShares Global Clean Energy ETF during the third quarter. The position was worth about $6.33 million.

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