Overview
Clean power selected by S&P's Kensho AI — 41 names the algorithm reads as powering the transition, from Constellation's nuclear to Bloom's fuel cells and GE Vernova's turbines.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| CEG | Constellation Energy | 4.3% |
| ACA | Arcosa | 4.2% |
| BE | Bloom Energy | 4.2% |
| CIG | CEMIG | 4.1% |
| GEV | GE Vernova | 4.1% |
| FCEL | FuelCell Energy | 3.9% |
| TAC | TransAlta | 3.7% |
| AES | AES Corp. | 3.6% |
| SHLS | Shoals Technologies | 3.3% |
| GNRC | Generac Holdings | 3.3% |
Fund Details
Investment Thesis
The AI-selected clean fund quietly became a power-scarcity fund: Kensho's screen surfaced the generators and grid suppliers — Constellation, GE Vernova, Generac — that data-centre demand is repricing, alongside the fuel-cell names Bloom and FuelCell that hyperscalers now contract directly. A -4% trailing year hides 2025's +50%; the index's machine-driven rebalancing keeps steering toward wherever clean electrons get scarce next.
Who It's For
Energy-transition investors who want an adaptive, algorithmically rebalanced clean-power book — the power-scarcity trade without manual theme-picking.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | $28.70 | -- |
| 2019 | $46.20 | +61.0% |
| 2020 | $108.29 | +134.4% |
| 2021 | $90.18 | -16.7% |
| 2022 | $82.01 | -9.1% |
| 2023 | $71.74 | -12.5% |
| 2024 | $60.56 | -15.6% |
| 2025 | $89.48 | +47.7% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | 1.40% |
| 2019 | 1.40% |
| 2020 | 1.69% |
| 2021 | 1.25% |
| 2022 | 1.19% |
| 2023 | 1.11% |
| 2024 | 1.30% |
| 2025 | 1.68% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | $0.1B | -- |
| 2019 | $0.1B | +0.0% |
| 2020 | $0.2B | +100.0% |
| 2021 | $0.2B | +0.0% |
| 2022 | $0.2B | +0.0% |
| 2023 | $0.2B | +0.0% |
| 2024 | $0.1B | -50.0% |
| 2025 | $0.2B | +100.0% |
Price history from exchange data. Dividend yields from reported distributions; some earlier years are derived from total-return vs price-return data or are ETFHub estimates. AUM history is an ETFHub estimate modelled from current assets and annual returns (fund flows not reflected) and may differ from official fund records. Data as of October 2026.
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