Republic Services

General Electric

Saratoga Investment Corp - 6.25% NT REDEEM 31/08/2025 USD 25

Vertiv Holdings Co

GE Vernova Inc.

Microsoft

Trane Technologies plc

AAR CORP.

Diamondback Energy

Union Pacific

Engine NO 1 Transform Climate ETF

NETZ is actively managed and seeks to invest in companies that will drive and benefit from the development of sustainable business practices and climate-friendly business models.

NETZ is an actively managed portfolio of US equities that are considered to be driving and benefiting from the energy transformation. Stocks can be from any economic sector but generally are from carbon-intensive industries such as energy, agriculture, and transportation and have a strategy to reduce or enable decarbonization at scale.

Davis Select International ETF

Fidelity Blue Chip Growth ETF

American Century Focused Dynamic Growth ETF

Horizon Kinetics Inflation Beneficiaries ETF

Actively managed equity ETFs have continued to gain traction in 2024 and risen in value. Some of the top performing funds were focused on in vogue, large-cap growth stocks such as the American Century Focused Dynamic Growth ETF (FDG) and the Fidelity Blue Chip Growth ETF (FBCG).

Under Radar Active Equity ETFs

ARK 21Shares Blockchain and Digital Economy Innovation ETF

Amplify Transformational Data Sharing ETF

Vaneck Digital India ETF

Global X Data Center & Digital Infrastructure ETF

Procure Disaster Recovery ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Amplify Online Retail ETF

iShares MSCI India ETF

INQQ The India Internet & Ecommerce ETF

iShares MSCI China ETF

First Trust Indxx Aerospace & Defense ETF

Proshares Online Retail ETF

Invesco Aerospace & Defense ETF

Global X Defense Tech ETF

Pacer Data And Digital Revolution ETF

Pacer BioThreat ETF

AXS Esoterica NEXTG Economy ETF

As we face the last quarter of 2024, interest rates are finally heading down, kicked off by a 50 basis point Fed cut, the election race is too close to call, and global geopolitical instability remains a risk factor.

Disruptive Theme of the Week: Top ETF Themes Through Q3 2024

Alerian MLP ETF

Fidelity MSCI Utilities Index ETF

iShares U.S. Utilities ETF

Neuberger Berman Carbon Transition Infrastructure ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Range Nuclear Renaissance Index ETF

SPDR MSCI USA Climate Paris Aligned ETF

Reaves Utilities ETF

Vanguard Utilities ETF

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

The global energy transition is driving a massive transformation in investment opportunities, requiring unprecedented levels of spending and debt. The TCW Transform Systems ETF focuses on companies leading the move to clean energy, with a high-conviction, actively managed strategy. The fund's holdings include companies like Republic Services, General Electric, Microsoft, Safran, and Vistra Corp., with a major sector allocation to Industrials.

NETZ: A Promising High Conviction Fund

iShares Global Green Bond ETF

Franklin Municipal Green Bond ETF

VanEck Green Bond ETF 

iShares Global Clean Energy ETF

Kraneshares California Carbon Allowance ETF

Kraneshares European Carbon Allowance ETF

KraneShares Global Carbon ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Ultimately, climate change solutions will need cooperation from all parties, especially in hard-to-abate industries. This includes categories such as natural gas, steel, cement, and chemicals.

Disruptive Theme of the Week: Carbon Capture Utilization and Storage

TCW ARTIFICIAL INTELLIGENCE ETF

TCW Compounders ETF

Engine No 1 Transform Supply Chain ETF

Engine No. 1 Transform 500 ETF

On Thursday, the TCW Group transferred five of its exchange traded funds to the New York Stock Exchange floor. Two funds were originally on the NYSE Arca, while the other three were previously on the Cboe BZX Exchange.

TCW Moves 5 Equity ETFs to NYSE

LOS ANGELES--(BUSINESS WIRE)--The TCW Group, a leading global asset management firm, today announced that, effective May 30, 2024, the listing exchange for shares of each of the following series (each, an “ETF” and, collectively, the “ETFs”) of TCW ETF Trust (the “Trust”) will be changed from each ETF's current listing exchange, as indicated below, to the floor of the New York Stock Exchange LLC (“NYSE”): ETF Ticker Current Exchange TCW Transform 500 ETF VOTE Cboe BZX Exchange, Inc. TCW Transfo.

TCW to Change Listing Exchange of ETFs to NYSE

Sprott Junior Copper Miners ETF

Sprott Copper Miners ETF

Global X Copper Miners ETF

iShares Copper and Metals Mining ETF

Amplify Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

VanEck Vectors Semiconductor ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

Global X Uranium ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

Roundhill Cannabis ETF

AdvisorShares Pure Cannabis ETF 

Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged.  As a reminder regarding  long-term investments, thematic investing is cyclical.

YTD Thematic Winners Reflect Change in Market Leadership

TCW Transform Systems ETF is an actively managed fund that focuses on capturing alpha from growth and value opportunities, with a heavy weighting towards the Industrials sector. The fund's top holdings include Republic Services, GE Aerospace, Safran, Microsoft, and Airbus, all of which have shown strong performance and growth potential. Despite the high interest rate environment and potential market corrections, NETZ has delivered excellent returns and I expect it to continue performing well in the future.

NETZ: Playing A Possible Short-Term Rotation Into Industrials

ALPS Clean Energy ETF

SoFi Smart Energy ETF

Global X Hydrogen ETF

SPDR MSCI ACWI Climate Paris A

Invesco WilderHill Clean Energy ETF

V-Shares MSCI World Esg Materiality And Carbon Transition ETF

Renewable energy stocks have experienced a significant decline in recent months, lagging behind fossil fuel companies. This decline is primarily attributed to the impact of higher interest rates on the sector.

Renewable Energy ETFs: Value Play or Value Trap?

Gavekal Asia Pacific Government Bond ETF

Global X Founder-Run Companies ETF

Invesco BulletShares 2023 Corporate Bond ETF

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Invesco BulletShares 2023 Municipal Bond ETF

21Shares Core Ethereum ETF

IQ Chaikin U.S. Large Cap ETF

IQ Real Return ETF

WisdomTree Chinese Yuan Strategy Fund

WisdomTree Germany Hedged Equity Fund

Global X Education ETF

IQ Global Resources ETF

iShares iBonds Dec 2023 Term Corporate ETF

iShares iBonds 2023 Term High Yield and Income ETF

iShares iBonds Dec 2023 Term Treasury ETF

iShares North American Tech-Multimedia Networking ETF

WisdomTree India ex-State-Owned Enterprises Fund

Janus Henderson Net Zero Transition Resources ETF

KraneShares CICC China Leaders 100 Index ETF

KraneShares Emerging Markets Healthcare Index ETF

Credit Suisse S&P MLP Index ETN 

IQ Mackay Multi-Sector Income ETF

IQ US Mid Cap R&D Leaders ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Strategy Shares Halt Climate Change ETF

WisdomTree Modern Tech Platforms Fund

Hartford Quality Value ETF

ROC ETF

T-Rex 2X Long Tesla Daily Target ETF

T-Rex 2X Inverse Tesla Daily Target ETF

IQ Ultra Short Duration ETF

WisdomTree U.S. Growth and Momentum Fund

It would have been a pretty quiet week in terms of new ETFs, except for Thursday, October 19. That was the day that saw 19 fund launches, possibly the most ETF rollouts in one day that the industry has ever seen.

This Week in ETFs: One Very Busy Day Sees 19 New Funds

SAN FRANCISCO--(BUSINESS WIRE)--Engine No. 1, an alternative asset manager that provides capital and operational expertise to industries undergoing fundamental transition, today announced the close of the sale of its Transform ETF platform to The TCW Group. “The closing of the sale of our ETF platform to TCW marks the successful evolution of a business we launched and rapidly developed to become a leader in the active thematic space,” said Chris James, Engine No. 1 Founder and Chief Investment.

Engine No. 1 Closes Sale of ETF Business to TCW

LOS ANGELES--(BUSINESS WIRE)--The TCW Group, a leading global asset management firm, today announced the successful completion of its previously announced agreement to acquire the exchange-traded fund (ETF) business and its infrastructure from Engine No. 1. With the completion of the transaction, TCW has acquired the entirety of Engine No. 1's Transform ETF platform, which includes the Transform Climate ETF (Ticker: NETZ); Transform Supply Chain ETF (Ticker: SUPP); and the Transform 500 ETF (Ti.

TCW Completes Acquisition of Engine No. 1 ETF Business

SPDR S&P 500 ESG ETF

iShares S&P 500 Growth ETF

iShares Russell 1000 Growth ETF

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

I was doing final prep work for the VettaFi Equity Symposium last week (close to 500 live attendees and more will catch the replay). However, the regulators made asset management news with their focus on “truth in advertising.

ETF Homework Remains Despite SEC Efforts

Xtrackers Semiconductor Select Equity Etf

Xtrackers Cybersecurity Select Equity Etf

Xtrackers US Green Infrastructure Select Equity ETF

Thematic ETFs have come a long way since they made their full debut in the ETF ecosystem. Thematics, which apply a slew of different views to the equity landscape, come in all shapes, sizes, and flavors.

Thematic ETF Trends to Watch Entering 2024

First Trust TCW Opportunistic Fixed Income ETF

TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route.

Welcome TCW to the ETF Market

Asset management firm TCW Group announced on Tuesday that it's buying the exchange-traded-fund business owned by activist investor Engine No. 1 for undisclosed terms.

TCW buys Engine No. 1's ETF business

TORONTO--(BUSINESS WIRE)---- $NETZ #NETZ--Carbon Streaming Corporation (NEO: NETZ) (OTCQB: OFSTF) (FSE: M2Q) (“Carbon Streaming” or the “Company”) today announced that Michael Psihogios has resigned as President and Chief Executive Officer of the Company for personal reasons. Justin Cochrane, the current Executive Chairman, has been named Chief Executive Officer and will resume that role effective immediately. About Carbon Streaming Carbon Streaming aims to accelerate a net-zero future. We pioneered the use of.

Carbon Streaming Announces Executive Change

TORONTO--(BUSINESS WIRE)---- $NETZ #NETZ--Carbon Streaming Corporation (NEO: NETZ) (OTCQB: OFSTF) (FSE: M2Q) (“Carbon Streaming” or the “Company”) is delighted to announce the launch of its website marketplace, enabling individuals and small businesses to support climate action projects in Carbon Streaming's portfolio. Developed in collaboration with Patch, the marketplace enhances the accessibility of carbon credits, enabling individuals and businesses to take tangible climate action. By providing a user-frie.

Carbon Streaming Announces Launch of Website Marketplace & Participation in Renmark's Virtual Non-Deal Roadshows

TORONTO--(BUSINESS WIRE)---- $NETZ #NETZ--Carbon Streaming Corporation (NEO: NETZ) (OTCQB: OFSTF) (FSE: M2Q) (“Carbon Streaming” or the “Company”) today held its annual general meeting of shareholders (the “Meeting”), where each of the eight nominees proposed as directors and listed in the Company's management proxy circular dated April 21, 2023 were elected as directors. A total of 15,620,331 common shares were voted in respect of the election of directors at the Meeting, representing approximately 33.2% of t.

Carbon Streaming Announces Annual General Meeting Results

TORONTO--(BUSINESS WIRE)---- $NETZ #NETZ--Carbon Streaming Corporation (NEO: NETZ) (OTCQB: OFSTF) (FSE: M2Q) (“Carbon Streaming” or the “Company”) today announced that as part of the Company's leadership succession plan, Michael Psihogios, the Company's current Chief Investment Officer, has been promoted to President and Chief Executive Officer, and Justin Cochrane, the Company's current Chief Executive Officer, will shift to the role of Founder and Executive Chair, effective immediately. “Michael is an except.

Carbon Streaming Announces Executive Leadership Changes

Alerian Energy Infrastructure ETF

VanEck Vectors Oil Services ETF

Invesco Dynamic Energy Exploration & Production ETF

Invesco Solar ETF

Vanguard Energy ETF

Energy Select Sector SPDR Fund

SPDR S&P Oil & Gas Exploration & Production ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Is There a Future for Fossil Fuel Investments?

Baker Hughes Co

Kraneshares Global Carbon Transformation ETF

Norfolk Southern

Schlumberger

Jpmorgan Climate Change Solutions ETF

Xtrackers MSCI USA Climate Action Equity ETF

Waste Management

With Earth Day arriving this week, the VettaFi Voices had ESG investing on their minds — particularly, the “E.

VettaFi Voices On: The Case for the “E” in ESG ETFs This Earth Day

Hello! In this week's ETF Wrap, Engine No. 1's CEO Jennifer Grancio spoke with MarketWatch about the firm's recent hire from a hedge fund and how that fits into the firm's strategy of targeting investment opportunities in “huge transformational” themes.

Why Engine No. 1 has turned to ‘ex-hedge fund' talent to expand active ETF lineup

Climate Week NYC, an annual gathering that brings together major global players from the public and private sector, wrapped up last week with a focus on “Getting It Done” and taking meaningful, impactful, measurable action on reducing emissions.

3 ESG ETFs to Capture the Drivers of Carbon Transition in Q4

News for Engine NO 1 Transform Climate ETF ETF (NETZ)