CCSO ETF ANALYSIS

Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

CCSO ETF FUNDAMENTALS
CCSO ETF PERFORMANCE

CCSO ISSUER

Carbon Collective Investing, LLC, the issuer of the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO), is dedicated to addressing climate change by investing primarily in U.S.-listed equity securities of companies focused on climate solutions. Unlike traditional clean energy ETFs, CCSO goes beyond and includes companies that are actively involved in diverse climate-related solutions, such as energy retrofits, electric grid expansion, and sustainable transportation. The fund is actively managed and aims to position investors to benefit from the increasing global focus on climate change solutions. Under normal circumstances, at least 80% of the fund's net assets are invested in U.S.-listed equity securities of climate solution companies, providing a unique way to align investments with sustainability goals.

CCSO DIVIDEND

While the primary focus of the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is on investing in U.S.-listed equity securities of companies primarily focused on climate change solutions, it also offers a unique approach to dividend distribution. CCSO aims to invest in companies that are actively contributing to addressing climate change through various solutions such as clean energy, waste management, biofuels, carbon capture, water conservation, and plant-based foods. The dividend eligibility for companies in the portfolio is contingent on their commitment to climate solutions, with an emphasis on revenue generated from such endeavors. Investors can expect dividend distributions influenced by the performance and policies of these climate-focused companies, making CCSO an environmentally conscious choice for dividend seekers.

CCSO TRACKING

Tracking the Climate Solutions ETF (CCSO) involves an actively managed approach that aims to invest primarily in U.S.-listed equity securities of companies dedicated to addressing climate change, known as Climate Solution Companies. These companies are identified based on their contributions to climate solutions such as clean energy, energy retrofitting, electric vehicles, green utilities, waste management, biofuels, carbon capture, water conservation, and plant-based foods. The portfolio selection process employs stringent criteria, including revenue filtering to ensure that companies generate a significant portion of their income from climate solutions. Additionally, companies involved in the defense industry and those with fraudulent claims are excluded from the fund's universe. The resulting portfolio typically comprises 150 to 200+ companies, with no single company exceeding 5% of the fund's assets.

CCSO CORRELATION

The correlation aspect of the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is tied to its focus on investing in U.S.-listed equity securities of companies primarily dedicated to addressing climate change through innovative solutions. While specific correlations with traditional asset classes may vary, CCSO's correlation to climate change trends and the growing emphasis on sustainability within the investment world is significant. Investors seeking exposure to companies leading the charge in combating climate change may find CCSO's correlation to the green and sustainable investing theme compelling.

CCSO SECTOR

The CCSO Sector focuses on companies primarily focused on building solutions to address climate change. Managed by Carbon Collective Investing, LLC, this actively-managed exchange-traded fund (ETF) believes in addressing climate change through various avenues, including energy retrofits, green utility companies, waste management, biofuels, carbon capture and sequestration, water conservation, and plant-based diet companies. The ETF's portfolio includes around 150 to 200+ companies that are actively contributing to climate solutions, offering investors an opportunity to align their investments with the fight against climate change.

CCSO EXPOSURE

The exposure characteristic of the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is centered on Climate Solution Companies primarily focused on addressing climate change. The ETF, managed by Carbon Collective Investing, LLC, aims to invest in U.S.-listed equity securities of companies involved in climate change solutions across various sectors. These sectors include green utility companies, waste management companies, biofuel companies, carbon capture and sequestration companies, water companies, water utilities, and plant-based diet companies. The fund employs a stringent screening process to identify and include companies that align with its climate solution criteria, making it a unique investment option for those seeking exposure to the growing climate change solutions market.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

What is the DBEM ETF?
Blog book icon5 min read
By Ron Koren ETF Insider

What is the DBEM ETF?

The DBEM ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the DBEM ETF.

What is the  VEGA ETF ?
Blog book icon5 min read
By Beqa Bumbeishvili ETF Insider

What is the VEGA ETF ?

The VEGA ETF (Volatility and Global Alpha) is an innovative exchange-traded fund that offers investors exposure to a diversified portfolio designed to navigate changing market conditions. This ETF employs dynamic strategies that aim to capitalize on global market volatility while seeking alpha-generating opportunities across different asset classes. Discover how the VEGA ETF provides a unique approach to managing risk and potential returns, making it an appealing option for investors seeking a more adaptive and agile investment approach.

IWF VS MTUM: A Comprehensive Comparison of ETFs
Blog book icon4 min read
By Ron Koren ETF Insider

IWF VS MTUM: A Comprehensive Comparison of ETFs

IWF VS mtum are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.

FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of CCSO with the U.S. equity market?
Question Arrow
How does CCSO provide exposure to the equity market?
Question Arrow
How does CCSO's dividend strategy compare to other funds?
Question Arrow
How does CCSO track its underlying index?
Question Arrow
What is the dividend aspect of CCSO?
Question Arrow
What is the sector composition of CCSO?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.