- In terms of energy and industrials, utilities are far outpacing oil and gas in the push to renewables.
- Utilities are leading the transition but have too much debt for today's market.
- Clean energy pure-plays generate stronger Free Cash Flows and are better positioned for rising interest rates.
- ALPS Clean Energy ETF has well-diversified holdings with broad exposure to renewable pure-plays, limiting vulnerability to interest rates.
- The ETF's other holdings are mostly ESG disruption leaders, which are currently trading at a discount from their recent highs.
For further details see:
ALPS Clean Energy ETF: Free Cash Flows And Deep Discounts