Morningstar

Clough Select Equity ETF CBSE

Morningstar Medalist Rating
Medalist Rating as of | See Clough Capital Investment Hub

Morningstar’s Analysis CBSE

Will CBSE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBSE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBSE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBSE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Clough Select Equity ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CBSE

More CBSE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

7.26 3M
Cash and Equivalents

Venture Global Inc Ordinary Shares - Class A

3.42 2M
Energy

SharkNinja Inc

3.14 1M
Consumer Cyclical

CCC Intelligent Solutions Holdings Inc

3.10 1M
Technology

Okta Inc Class A

3.03 1M
Technology

JFrog Ltd Ordinary Shares

2.97 1M
Technology

RH Class A

2.94 1M
Consumer Cyclical

Rollins Inc

2.93 1M
Consumer Cyclical

CrowdStrike Holdings Inc Class A

2.91 1M
Technology

Cheniere Energy Inc

2.91 1M
Energy

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