Key stats
About Carbon Collective Climate Solutions U.S. Equity ETF
Expense ratio
0.35%
Home page
Inception date
Sep 19, 2022
CCSO is actively managed to invest in US-listed equities focused on building solutions to address climate change and are poised to benefit from these improvements. The fund may also invest in foreign firms using ADRs. The adviser uses independent third-party entities and conducts extensive research on these companies public records to identify those believed to be forming climate change solutions. Eligible stocks are categorized into six sub-themes, each with their own filtering criteria, mainly: green utility, waste management, biofuel, carbon capture and sequestration, water and water utilities, and plant-based diet. Next, a revenue filter screens for companies that receive at least 50% of their revenues from climate solutions or are devoting at least 90% of its research and development efforts to building climate solutions. CCSO also excludes companies that sell any of their products to the defence industry and have been credibly accused of committing fraud. The fund is market cap-weighted and typically holds 150 to 200+ companies.
Classification
What's in the fund
Exposure type
Non-Energy Minerals
Producer Manufacturing
Industrial Services
Consumer Durables
Stock breakdown by region