Replies to post #145905 on Naz News, Gappers and FLE's

[mcmike]

VRNM ... see ref post

was removed on this quarter's rebalancing from Cleantech portfolios

pays to pay attention to the moves of the ETFs as others' evidently track and follow ...

[mcmike]

FAN: new ETF for wind energy started trading last week

like PBW for clean energy, FAN is a way to play the sector without a single ticker symbol concentration

First Trust ISE Global Wind Energy Index Fund
http://www.ftportfolios.com/common/etf/productinfo/FAN/FAN-investorguide.pdf

First Trust Lists the First Wind Energy ETF on NYSE Arca
Wednesday June 18, 11:48 am ET
http://biz.yahoo.com/bw/080618/20080618005953.html?.v=1

Seeking Alpha
New Wind Energy ETF Is Not Just Hot Air
Monday June 23, 4:21 am ET
By Jeffrey McLarty
http://biz.yahoo.com/seekingalpha/080623/82290_id.html?.v=1

One of the nice features of this etf is the emphasis on global

here is the initial weighting:
http://www.ftportfolios.com/retail/etf/ETFholdings.aspx?Ticker=FAN

Security Name Ticker or CUSIP Weighting  
 Hansen Transmissions HSN.LN  7.49 %   
 Vestas Wind Systems VWS.DC  7.09 %   
 Gamesa Corporacion Tecnologica, S.A. (Gamesa) GAM.SM  6.94 %   
 Broadwind Energy, Inc. BWEN  6.05 %   
 REpower Systems AG RPW.GR  5.92 %   
 Nordex AG NDX1.GR  5.34 %   
 Babcock & Brown Wind Partners BBW.AU  4.71 %   
 Theolia SA TEO.FP  3.82 %   
 Clipper Windpower PLC CWP.LN  3.81 %   
 Japan Wind Development Co., Ltd. 2766.JP  2.81 %   
 Fersa Energias Renovables SA FRS.SM  2.78 %   
 Greentech Energy Systems GES.DC  2.75 %  
 

The top 12 weightings, almost 60% of the current market cap and only one symbol is listed on a major American exchange.

Total Global Capacity  
 Country %  
 Germany 23.4  
 U.S. 17.9  
 Spain 16.1  
 India 8.4  
 China 6.3  
 Denmark 3.3  
 Italy 2.9  
 France 2.6  
 U.K. 2.5  
 Portugal 2.3  
 Rest of the World 13.9 
  http://seekingalpha.com/article/81856-expecting-to-fly-first-trust-launches-first-wind-etf 
 

TRADING: "More Signal...less Noise"


LIVING: "One World, One Family, Warm Heart" Dalai Lama

[mcmike]

TAN exploration of new etf

Melvin & Company Introduces the First Global Solar Energy Index
MAC Global Solar Energy Index to Track 25 Global Solar Companies
with Combined Market Cap near $100 Billion
http://www.reuters.com/article/pressRelease/idUS204786+09-Apr-2008+BW20080409

The MAC Global Solar Energy Index has been licensed to Claymore
Advisors, LLC, which anticipates launching the first solar power
exchange-traded fund (ETF) on the NYSE-Arca under the symbol "TAN" in
April (www.claymore.com/tan).

Claymore/MAC Global Solar Energy Index ETF (TAN)
http://www.etfconnect.com/select/fundpages/etf_funds.asp?MFID=185513#Fund%20Basics

As of 03/31/2008
Holding Dollar Value % of Total Portfolio
FIRST SOLAR INC N/A 8.68
RENEWABLE ENERGY CORP AS N/A 7.81
Q-CELLS AG N/A 6.84
SUNTECH POWER HOLDINGS ADR N/A 5.92
SOLARWORLD AG N/A 5.27
LDK SOLAR CO LTD-ADR N/A 5.17
JA SOLAR HOLDINGS CO LTD N/A 4.79
YINGLI GREEN ENERGY - ADR N/A 4.70
SUNPOWER CORP-A N/A 4.62
MEMC ELECTRONIC MATERIALS INC N/A 4.14
57.94
China 29.9%
Germany 29%
U.S. 26.3%
Norway 7.3%
other 7.4%


http://www.macsolarindex.com/stock_constituents.php

MAC Solar Power	Bloomberg	Primary	Stock	Stock	Exposure	Weight 
 Constituent List	Ticker	Exchange	Listing	Currency	Factor	16-Apr 
 			Country			2008 
 First Solar Inc.	       FSLR:US	NASDAQ GM	US	USD	1      9.10% 
 Renewable Energy Corp. ASA      	REC:NO	Oslo	NO	NOK	1	7.40% 
 Q-Cells AG	                QCE:GR	Xetra	        DE	EUR	1	6.20% 
 MEMC Electronic Materi	WFR:US	New York	US	USD	0.5	6.00% 
 Suntech Power Holdings	STP:US	New York	US	USD	1	5.70% 
 SolarWorld AG	SWV:GR	Xetra	                DE	EUR	1	5.10% 
 LDK Solar Co. Ltd. ADS	LDK:US	New York	US	USD	1	4.90% 
 Energy Conversion Devi	ENER:US	NASDAQ GS	US	USD	1	4.70% 
 SunPower Corp. Cl A	SPWR:US	NASDAQ GM	US	USD	1	4.50% 
 JA Solar Holdings Co. 	JASO:US	NASDAQ GM	US	USD	1	4.30% 
 Yingli Green Energy Holding YGE:US New York	US	USD	1	3.90% 
 Evergreen Solar Inc.	ESLR:US	NASDAQ GM	US	USD	1	3.50% 
 centrotherm photovoltaics AG	CTN:GR	Xetra	DE	EUR	1	3.40% 
 Canadian Solar Inc.	CSIQ:US	NASDAQ GM	US	USD	1	3.30% 
 ErSol Solar Energy AG	ES6:GR	Xetra	        DE	EUR	1	3.20% 
 Solarfun Power 	SOLF:US	NASDAQ GM	        US	USD	1	3.00% 
 Solaria Energia y Medio 	SLR:SM	NASDAQ GM	ES	EUR	1	3.00% 
 Solon AG fuer Solartechnik	SOO1:GR	Xetra	       DE	EUR	1	3.00% 
 Meyer Burger Technology AG	MBTN:SW	SWX Elec	CH	CHF	1	2.60% 
 Trina Solar Ltd. ADS	TSL:US	New York	US	USD	1	2.60% 
 Conergy                AG	CGY:GR	Xetra	         DE	EUR	1	2.50% 
 Roth & Rau            AG R8R:GR	Xetra	DE	EUR	1	2.40% 
 Manz Automation AG	          M5Z:GR	Xetra	DE	EUR	0.5	2.00% 
 China Sunergy Co. Ltd. ADS	CSUN:US	NASDAQ GM	US	USD	1	2.00% 
 Emcore Corp.	        EMKR:US	NASDAQ GM	US	USD	0.5	1.70% 
 

no constituent changes during quarterly review
http://www.macsolarindex.com/news_releases.php

































TRADING: "More Signal...less Noise"


LIVING: "One World, One Family, Warm Heart" Dalai Lama