SHFTiClima Distributed Renewable Energy Transition Leaders ETF
SHFT Fund Description
SHFT is tracks an equal-weighted index of global companies of any market size that enable the practice of distributed energy generation.
SHFT Factset Analytics Insight
SHFT is passively managed to provide exposure to companies of any market size around the world that support distributed energy resources (DER). Distributed energy generation refers to decentralizing electrical supply services in favor of small, consumer-specific sources of power at or near where it will be used. The fund focuses on renewable energy sources, a subset of all possible DER solutions. Companies are screened to determine the percentage of revenue each company receives from DER compared to its total revenue by analyzing financial and sustainability reports, along with other publicly available information. Companies with at least 20% DER revenue or have at least 10% increase in DER revenue over the prior year are considered, as well as those that disclose DER as a key revenue source. Companies are then screened for relevant sustainability and ESG standards. The index is reconstituted and rebalanced semi-annually, assigning each eligible company an equal weight.
SHFT Portfolio Data
SHFT Index Data
SHFT Portfolio Management
SHFT Tax Exposures
SHFT Fund Structure
SHFT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SHFT. SHFT is rated a N/A out of 5.
SHFT Economic Development
SHFT Performance Statistics
SHFT Benchmark Comparison Summary
SHFT 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.