NETZ Engine No. 1 Transform Climate ETF
What is NETZ?
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.
NETZ Factset Analytics Insight
NETZ is a concentrated stock portfolio of companies considered to be driving and benefiting from the energy transition to net zero carbon emissions. Using a proprietary screening framework, the portfolio managers analyze the broad US equity market to select companies that have a strategy to reduce or enable decarbonization at scale. The selection process combines a top-down analysis of the economy with a bottom-up, industry-by-industry, and company-by-company assessment. The fund’s adviser does not use sustainability ratings or rankings to exclude specific companies or sectors from investment. As a result, the portfolio may focus on the most carbon-intensive industries in order for the adviser to drive change through its proxy voting guidelines. Such guidelines encourage companies to invest in their employees, communities, customers and the environment. In addition, as an actively managed fund, the fund’s adviser has discretion to target specific investment opportunities
NETZ Summary Data
NETZ Portfolio Data
NETZ Index Data
NETZ Portfolio Management
NETZ Tax Exposures
NETZ Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NETZ. NETZ is rated a 3 out of 5.
NETZ Sector/Industry Breakdown
NETZ Top 10 Holdings
NETZ Performance Statistics
NETZ Economic Development
NETZ Benchmark Comparison Summary
NETZ Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.