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Seeking Alpha
12 days ago
Gabelli Love Our Planet & People ETF Q1 2026 Commentary
The build out of artificial intelligence infrastructure – specifically efficient and climate friendly energy generation and transmission – continued to be a major driver of returns. Deere & Company and CNH Industrial rebounded as excess inventory has been reduced faster than anticipated while sales of environmentally friendly precision agriculture products have been stronger than expected. Mirion Technologies, a supplier of radiation detection equipment to the nuclear and healthcare sectors, retraced some gains after rising 70% in 2025.