An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Impact · against what's priced in

The rally in CTEX is primarily a technical re-rating from a depressed base and short-term pull-forward demand rather than a fundamental shift in cleantech quality. While AI power demand provides a structural tailwind, the June 2026 tax credit deadline introduces a significant 'cliff' risk for the concentrated holdings within CTEX.

SEDG+0.60

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