/biz/ - Business & Finance

>>53515411
forgot image bc stupid

heres a cutesy image i mocked up comparing the holdings of three hydrogen tech etf’s. the ones highlighted in green are held across all three, the ones highlighted in yellow are held by two of the three.

essentially it seems that the commonly held ones are big market cap western corps, whilst the the one-offs are eastern industrials which are difficult to buy. the one in the middle, global x hydrogen etf, seems to be the mostly vertically minded, as it also includes a few end-market motor companies (toyota, cummins, nikola). in a nascent industry, is it better to buy vertically like this? or focus on buying into the infrastructure primarily?

this is my first attempt at researching market trends im sure you can tell. should i be looking for the tickers in these holdings which will be carrying the rest? or should i look outside these groups entirely for low-cap dark horse tickerswhich will unexpectedly take off as a result of the industry?

not looking for a handout, just a push in the right direction