More ETF investment ideas for 2025

Article Excerpt

Here are three more ETF investment ideas for 2025. See the Supplement on page 19 and 20 for more on these funds. ISHARES GLOBAL INFRASTRUCTURE ETF $50.29 (Toronto symbol CIF; TSINetwork ETF Rating: Aggressive; Market cap: $572.1 million) invests globally in utilities and other companies that provide or manage critical infrastructure. The fund tracks the Manulife Asset Management Infrastructure Index; stocks are allocated weightings based on their market capitalization. Most of the companies held in the portfolio are U.S. based (49%), followed by those based in Canada (35%), Brazil (6%), Chile (3%), and Mexico (2%). The portfolio includes utilities (49% of assets), companies that distribute electricity (18%), and firms holding or producing other infrastructure assets (27%). The ETF currently holds 61 stocks, with the top 10 comprising 46% of the fund’s assets. Those top holdings are Sterling Infrastructure (U.S.; Engineering, 5.1%), TransAlta (Canada; Power Producer, 3.6%), Capital Power (Canada; Power Producer, 5.4%), Atco Ltd (Canada; Utilities, 5.4%), Stantec (Canada; Engineering, 4.2%), Otter Tail Corp. (U.S.; Utilities,…