Thanks for sharing FIII/ELMS.
I wasn't aware of them. I'll check them out. I am mainly playing the energy transition via the resource angle:
1) Lithium miners: LAC, NTTHF, STLHF, PILBF, LIACF
2) Copper producers: SCCO, FCX, FQLVF, TGB, CSFFF, CHKKF, KDKCF, TBXXF
3) Tin Producers: AFMJF, ELTLF, MLXEF, SBWFF
4) Platinum Group metals (for hydrogen catalysis): SBSW, NKORF, ANGPY, NGLOY, GENMF, IMPUY
5) Misc. battery & rare earth materials: NNOMF, EURMF, UAMY, ALMTF, EOSE, MP
6) Uranium: CCJ, DNN, LEU, URNM
I've dabbled a bit in the direct EV space (TSLA, NIO, XPEV), but I feel more comfortable with the materials investments.
Even if you don't believe in EVs, everyone should have tin, copper, and platinum group metals on their radars. We'll be using more and more of them as our world continues to computerize.
