CSIO - ETF AI Analysis
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Cohen & Steers Infrastructure Opportunities Active ETF (CSIO)
CSIO, the Cohen & Steers Infrastructure Opportunities Active ETF, has a solid overall rating driven mainly by strong infrastructure and utility names like CSX and NextEra Energy, which benefit from robust earnings, growth plans, and healthy cash flows. However, several holdings such as Entergy and APA Group face issues like high leverage, weaker cash flow trends, and signs of overvaluation, which weigh on the fund’s rating. The main risk factor is the fund’s concentration in capital-intensive infrastructure and energy-related businesses, where high debt levels and sensitivity to economic and regulatory changes can increase volatility.
CSIO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 50.09M
- Region
- Global
- Expense Ratio
- 0.65%
- Beta
- -0.10
- Issuer
- Cohen & Steers
- Inception Date
- Dec 09, 2025
- Dividend Yield
- 1.86%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CSIO Summary
CSIO is an actively managed ETF that focuses on global infrastructure companies rather than tracking a set index. It invests in businesses that keep the economy running, such as utilities, energy pipelines, railroads, and communication towers. Well-known holdings include railroad operator Union Pacific and energy company NextEra Energy. Someone might invest in CSIO to gain diversified exposure to essential services that can benefit from long-term spending on infrastructure around the world. However, this ETF can still go up and down with the stock market and is heavily tied to infrastructure-related sectors.
How much will it cost me?
This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professionals selecting infrastructure-related stocks rather than simply tracking an index.
What would affect this ETF?
This global infrastructure ETF could benefit if governments increase spending on transportation, energy, and utilities projects, and if the shift toward cleaner energy supports companies like NextEra Energy and major pipeline operators. On the other hand, rising interest rates, tighter regulations on utilities and energy, or an economic slowdown that reduces demand for industrial and transport services could weigh on the fund’s holdings and performance.
CSIO Top 10 Holdings
CSIO is leaning heavily into classic infrastructure, with a clear tilt toward utilities, pipelines, and railroads across a global mix of U.S., Canadian, and Australian names. Rail operators like CSX are helping pull the fund forward, while Union Pacific’s more recent slide has taken a bit of steam out of that story. Pipeline players such as Williams and TC Energy are more mixed, offering income but not much momentum. On the utility side, NextEra and Ameren have been lagging, so the fund’s biggest ballast is also what’s occasionally weighing it down.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CSX | CSX | 7.24% | $3.63M | $90.18B | 35.26% | 78Outperform |
 WMB | Williams Co | 6.53% | $3.27M | $87.19B | 13.99% | 76Outperform |
 TSE:TRP | TC Energy | 5.61% | $2.81M | CAD 90.78B | 20.46% | 70Outperform |
 ETR | Entergy | 5.93% | $2.97M | $50.22B | 9.47% | 66Neutral |
 UNP | Union Pacific | 5.19% | $2.60M | $171.71B | 29.01% | 72Outperform |
 NEE | NextEra Energy | 6.15% | $3.08M | $166.46B | -6.17% | 71Outperform |
 AU:APA | APA Group | 4.93% | $2.47M | AUD 14.97B | 23.68% | 63Neutral |
 AMT | American Tower | 4.14% | $2.07M | $86.33B | -3.24% | 71Outperform |
 AEE | Ameren | 4.24% | $2.12M | $29.37B | 0.83% | 72Outperform |
CSIO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSIO, the sentiment is Positive. The current price of 27.88 is above the 20-day moving average (MA) of 27.32, below the 50-day MA of 27.92, and above the 200-day MA of 27.67, indicating a neutral trend. The MACD of -0.06 indicates Negative momentum. The RSI at 56.42 is Neutral, neither overbought nor oversold. The STOCH value of 79.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSIO.
CSIO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CSIO | $27.88 | $28.00(0.42% Upside) | $50.09M | 0.65% | 57Neutral |
 BLDX | $25.02 | $29.33(17.21% Upside) | $100.40M | 0.60% | 62Neutral |
 KWH | $23.64 | $29.54(24.98% Upside) | $54.25M | 0.60% | 62Neutral |
 RIFR | $28.16 | $32.06(13.85% Upside) | $44.56M | 0.59% | 66Neutral |
 REIX | $28.87 | $34.11(18.16% Upside) | $26.70M | 0.45% | 63Neutral |
 BILD | $28.70 | $32.71(13.96% Upside) | $7.78M | 0.49% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CSIO | Cohen & Steers Infrastructure Opportunities Active ETF | 27.88 | 3.26 | 13.25% | |
| BLDX | Impax Global Infrastructure ETF | 25.02 | 0.17 | 0.67% | |
| KWH | GMO Power Infrastructure ETF | 23.64 | -1.36 | -5.44% | |
| RIFR | Global Infrastructure Active ETF | 28.16 | 2.11 | 8.08% | |
| REIX | NYLIM CBRE Real Estate & Infrastructure ETF | 28.87 | 1.16 | 4.19% | |
| BILD | Macquarie Global Listed Infrastructure ETF | 28.70 | 1.57 | 5.79% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.