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POWR - ETF AI Analysis

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POWR

Ishares U.S. Power Infrastructure Etf (POWR)

Rating:70Outperform
Price Target:
POWR, the iShares U.S. Power Infrastructure ETF, earns a solid overall rating thanks to strong core holdings like Quanta Services, Eaton, and Hubbell, which show robust financial performance, healthy backlogs, and positive earnings outlooks that support long-term growth in power infrastructure. However, several major utility and energy names such as NextEra Energy, Southern Co, and Duke Energy face bearish technical trends, high debt or leverage, and valuation concerns, which weigh on the fund’s rating. The main risk factor is the ETF’s concentration in power and energy infrastructure, where overvaluation and sector-wide momentum shifts can impact many holdings at once.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its power infrastructure theme.
Leading Holdings With Strong Gains
Several of the largest positions, including GE Vernova, Quanta Services, nVent Electric, and Eaton, have posted strong performance, helping drive the fund’s returns.
Focused Yet Diversified Sector Mix
While the fund is centered on utilities and industrials, it also includes energy, technology, and materials, which helps spread risk across related parts of the power infrastructure industry.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, so the fund is heavily exposed to the U.S. economy and policy environment.
Sector Concentration in Utilities and Industrials
More than half of the portfolio is in utilities and a large portion in industrials, which can make the ETF more sensitive to issues affecting these specific sectors.
Mixed Performance Among Top Holdings
A few key holdings, such as EQT and Constellation Energy, have shown weak or lagging performance, which can offset gains from stronger stocks.

POWR vs. SPDR S&P 500 ETF (SPY)

POWR Summary

POWR is an ETF that follows the S&P U.S. Power Infrastructure Select Index, focusing on companies that build, run, and support the power system in the United States. It mainly holds utilities and industrial firms, plus some energy and technology names. Well-known companies in this ETF include NextEra Energy and Duke Energy. Someone might invest in POWR to gain diversified exposure to the U.S. power grid and benefit from long-term demand for electricity and infrastructure upgrades. A key risk is that the fund is concentrated in power-related companies, so it can go up or down with changes in the energy and utilities sector.
How much will it cost me?The iShares MSCI Global Energy Producers ETF (FILL) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a specific sector, requiring more specialized tracking of energy companies globally.
What would affect this ETF?The iShares MSCI Global Energy Producers ETF (FILL) could benefit from rising global energy demand, particularly in emerging markets, and higher oil and gas prices driven by geopolitical tensions or supply constraints. However, it may face challenges from regulatory shifts toward renewable energy, potential economic slowdowns reducing energy consumption, and volatility in commodity prices. Its heavy reliance on major oil and gas companies like Exxon Mobil and Chevron makes it sensitive to sector-specific trends and global energy policies.

POWR Top 10 Holdings

This U.S.-focused power infrastructure ETF leans heavily on utilities and industrials, with names like Eaton, GE Vernova, and Quanta Services setting the tone. Quanta and nVent Electric have been rising stars this year, helping pull the fund higher despite some recent choppiness. Eaton has also been a steady engine of gains. On the flip side, big utility players like NextEra, Southern, and Duke have been losing a bit of steam lately, while Constellation’s mixed performance has acted more like an anchor than a sail for the portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eaton6.64%$29.73M$156.44B15.36%
75
Outperform
GE Vernova Inc.6.51%$29.14M$242.88B48.77%
69
Neutral
NextEra Energy5.96%$26.64M$170.72B13.59%
71
Outperform
Quanta Services5.73%$25.66M$90.61B59.46%
78
Outperform
EQT4.59%$20.55M$34.13B5.27%
76
Outperform
Southern Co4.01%$17.95M$101.52B-4.39%
68
Neutral
Duke Energy3.78%$16.92M$93.76B-1.83%
70
Outperform
Constellation Energy Corporation3.57%$15.96M$98.05B-10.14%
68
Neutral
Hubbell B3.27%$14.62M$24.29B6.65%
77
Outperform
nVent Electric3.23%$14.45M$24.03B64.26%
76
Outperform

POWR Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
26.52
Negative
100DMA
26.94
Negative
200DMA
25.93
Negative
Market Momentum
MACD
-0.32
Positive
RSI
44.08
Neutral
STOCH
48.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For POWR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.12, equal to the 50-day MA of 26.52, and equal to the 200-day MA of 25.93, indicating a bearish trend. The MACD of -0.32 indicates Positive momentum. The RSI at 44.08 is Neutral, neither overbought nor oversold. The STOCH value of 48.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for POWR.

POWR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$459.60M0.39%
70
Outperform
$943.53M0.69%
68
Neutral
$884.48M0.66%
64
Neutral
$878.08M0.30%
65
Neutral
$462.15M0.50%
69
Neutral
$201.84M0.50%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
POWR
Ishares U.S. Power Infrastructure Etf
25.76
2.62
11.32%
AIPO
Defiance AI & Power Infrastructure ETF
SAMT
Strategas Macro Thematic Opportunities ETF
UFOX
Defiance Connective Technologies Etf
ZAP
Global X U.S. Electrification ETF
ELFY
ALPS Electrification Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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