"CNRG tracks companies building the physical systems that generate, store, and distribute clean power. With 49% allocated to industrials, this is not a diversified renewable energy play. It's a concentrated wager on US-based manufacturers and project developers like Bloom Energy, EOS Energy, and Fluence Energy. These companies supply fuel cells, battery storage, and grid-scale energy management systems. The return engine here is straightforward: as electricity demand surges from AI data centers and tech giants sign power purchase agreements to meet net-zero commitments,"
"The fund's 2025 rally wasn't random. Investments in clean energy ETFs are attractive due to soaring AI-driven electricity demand, falling renewable costs, and increased U.S. power demand. That thesis has only strengthened heading into 2026, with S&P Global projecting data center electricity demand could nearly triple by 2030."
SPDR S&P Kensho Clean Power ETF (CNRG) targets companies that build, store, and distribute clean electricity, with 49% allocation to industrials and heavy U.S. exposure. Holdings include manufacturers and developers such as Bloom Energy, EOS Energy, and Fluence Energy that provide fuel cells, battery storage, and grid-scale energy management systems. Revenue growth is driven by rising electricity demand from AI data centers and corporate power purchase agreements supporting net-zero goals. CNRG rallied 41% in 2025 as that thesis strengthened and faces a 0.72% dividend yield, a 0.45% expense ratio, and a current price still about 14% below the 2020 peak.
#clean-power-infrastructure #ai-data-center-electricity-demand #renewable-energy-etfs #battery-storage--grid-management
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]