Disruptive Theme of the Week: Clean Energy

It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.

ETF Trends • Aug 25, 2025

FAN: I Expect A Downdraft Later This Year

Wind energy stocks have rallied recently, but I view this as a temporary surge rather than a sustainable turnaround. Wind faces structural economic challenges, including high input costs, complex logistics, and increasing opposition. Recent U.S. legislation accelerates the phaseout of wind and solar tax credits, threatening the viability of hundreds of planned renewable energy projects.

Seeking Alpha • Jul 31, 2025

Real Asset ETFs: Really Underappreciated

Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.

ETF Trends • Nov 21, 2024

FAN: Explore The Future Of Energy

FAN ETF tracks the ISE Clean Edge Global Wind Energy Index, offering investors exposure to companies in the wind energy industry worldwide. Oersted A/S is a major player in offshore wind farm development, while EDP Renováveis focuses on wind energy projects globally. Vestas Wind Systems A/S is a leading company in wind turbine development, with a focus on innovation and efficiency.

Seeking Alpha • Aug 5, 2024

VillageDAO, Consensys Partner with Film.io to Bring Fans Closer to the Filmmaking Process

LOS ANGELES--(BUSINESS WIRE)--Decentralized filmmaking ecosystem Film.io is proud to announce that it has been selected as the first external partner to join the Village. Launched in 2022 by Consensys, VillageDAO harnesses the power of web3 communities to provide customer support and service to dApp users and developers. As VillageDAO's first official partner, Film.io will have a designated white-label portal on the VillageDAO platform - aptly named The Film.io Village - that leverages the Vill.

Business Wire • Jun 13, 2024

After a Tough 2023, Can Wind Energy ETFs Rebound in 2024?

While there are notable challenges, particularly in the U.S., the long-term outlook for the global wind market remains positive, driven by strong growth in offshore wind capacity and supportive government policies in various regions.

Zacks Investment Research • Jan 19, 2024

FAN: Time To Be A Fan

Investing in wind energy stocks aligns with the global transition towards renewable energy and offers the potential for outsized gains. First Trust Global Wind Energy ETF focuses on the wind energy industry and has accumulated $210 million in assets under management. FAN's portfolio includes companies involved in wind energy activities, with top holdings including Ørsted, EDP Renováveis, and Vestas.

Seeking Alpha • Jan 17, 2024

VettaFi Voices On: The Outlook for 2024

Good morning, VettaFi Voices! We are a week out from the VettaFi 2024 Market Outlook Symposium on December 14, which will feature a range of ETF industry leaders discussing their expectations for different areas of the financial markets and the economy in 2024.

ETF Trends • Dec 8, 2023

ESG Wars 2: NET Power's Carbon Capture Vs. TAN Solar And FAN Wind Power ETFs

NET Power, a carbon-capture startup, uses innovative technology to achieve net zero natural gas power. The challenge for NPWR will be scaling the technology. The nascent offshore wind industry in the US is struggling due to cost overruns and politics. Due to political dysfunction, decentralized technologies such as solar and carbon capture are likely to be more successful in the U.S. renewable energy market than big infrastructure projects.

Seeking Alpha • Sep 25, 2023

FAN: The Wind Energy Slump Appears To Be Over, Time To Tap In

The First Trust Global Wind Energy ETF offers targeted exposure to the wind energy industry and has shown significant growth amid market downturns, with a 50% increase in returns in the past five years. Despite struggling since its inception, FAN outperforms its closest competitors and is popular among investors, with a higher average daily share volume compared to its peers. With improving macroeconomic conditions and a focus on Denmark, a leading pioneer in the wind energy space, the wind energy sector has the potential for growth and development in the long term.

Seeking Alpha • Jun 23, 2023