Behind the Ticker: How CCNR Targets the Companies Most Likely to Benefit in Commodity Demand Boom

ETF.com's Behind the Ticker video features Doug Daly of CoreCommodity discussing the ALPS Core Commodity Natural Resources ETF (CCNR), an actively managed fund focused on upstream producers in energy, agriculture, base metals and precious metals. Daly explains the decline in energy, materials and food companies as a share of the S&P 500 and argues that many investors are more underexposed to commodities than they realize. The video also uses the Freeport-McMoRan Grasberg mine mudslide as an example of producer-specific risk versus commodity price exposure.

1. Energy, materials and food producers made up about 35% of the S&P 500 in the late 1970s and are closer to 5% today, according to the description.
2. CCNR is described as an actively managed ETF focused on upstream producers across energy, agriculture, base metals and precious metals.
3. The video cites a mudslide at Freeport-McMoRan's Grasberg mine, when copper rose about 4% while Freeport's stock fell roughly 20%.
4. Daly says CCNR's diversified basket of copper miners tracked the commodity rather than the single-company headline.