Fundstrat Capital completed the May 2026 quarterly rebalance of its Granny Shots US Small- & Mid-Cap ETF, adding 10 new stocks such as First Solar, Zoom, and Credo Technology, while removing eight others. The ETF follows a strategy requiring stocks to meet at least two of seven proprietary investment themes, combining macroeconomic and quantitative analysis. With over $476 million in assets under management, the portfolio is equally weighted and rebalanced quarterly to position for a challenging but constructive U.S. equity environment. This rebalance reflects Fundstrat's ongoing thematic research-driven approach to capture structural growth opportunities across sectors like technology, renewable energy, retail, and healthcare.
The global solar silicon wafer market is projected to grow from $16.41 billion in 2025 to $44.17 billion by 2035, at a CAGR of 10.59%. Growth is fueled by rising investments in renewable energy infrastructure, government subsidies, and advances in wa...
The global solar silicon wafer market, valued at $16.41 billion in 2025, is projected to grow to $44.17 billion by 2035 with a CAGR of 10.59%. Growth is fueled by rising government investments in renewable energy, advancements in wafer technology lik...
Fidelity Clean Energy ETF (FRNW) gained 33% in just over five months, significantly outperforming the S&P 500's 11% return in the same period. The rally is driven not by traditional clean energy trends but by rising electricity demand from data cente...
The Invesco WilderHill Clean Energy ETF (PBW) fell about 11% on June 5, 2026, driven by a sharp rise in two-year Treasury yields to a 16-month high, rather than company-specific issues. This surge in yields increased discount rates on future cash flo...
ProShares Ultra Silver (AGQ), a 2x leveraged silver ETF, fell 16.24% in one day due to a sharp 8.08% drop in silver prices and rising real yields after a strong U.S. jobs report. The fund's daily reset magnifies losses, causing it to drop more than t...
