SMOG ETF
VanEck Low Carbon Energy ETF

| # | Ticker ↕ | Name ↕ | Weight ↓ | Shares ↕ | Mkt Value ↕ | Share Chg | Sector | Industry |
|---|---|---|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corporation Class A | 8.98% | 47,079 | $13.68M | •••••• | •••••••• | •••••••• |
| 2 | NEE | Nextera Energy Inc. | 7.57% | 118,944 | $11.53M | •••••• | •••••••• | •••••••• |
| 3 | TSLA | Tesla, Inc. | 6.86% | 26,734 | $10.45M | •••••• | •••••••• | •••••••• |
| 4 | IBE:MA | Iberdrola Sa | 6.62% | 429,342 | $10.07M | •••••• | •••••••• | •••••••• |
| 5 | ENEI:MI | Enel Spa | 6.21% | 809,915 | $9.45M | •••••• | •••••••• | •••••••• |
| 6 | 002594:SZ | BYD Company Limited Cl. H | 5.72% | 651,898 | $8.71M | •••••• | •••••••• | •••••••• |
| 7 | 006400:KR | Samsung Sdi Co Ltd | 5.26% | 16,890 | $8.02M | •••••• | •••••••• | •••••••• |
| 8 | VWS:CO | Vestas Wind Systems A /S | 4.60% | 235,463 | $7.01M | •••••• | •••••••• | •••••••• |
| 9 | FSLR | First Solar Inc | 2.93% | 21,084 | $4.46M | •••••• | •••••••• | •••••••• |
| 10 | ELET3:BV | Centrais Eletricas Brasileiras Sa | 2.87% | 350,750 | $4.37M | •••••• | •••••••• | •••••••• |
| 11 | RIVN | Rivian Automotive | 2.17% | 220,382 | $3.31M | •••••• | •••••••• | •••••••• |
| 12 | ORSTED:CO | Orsted A/S | 2.12% | 121,144 | $3.23M | •••••• | •••••••• | •••••••• |
| 13 | NXT | Nextracker Inc Ordinary Shares - Class A | 2.11% | 26,840 | $3.22M | •••••• | •••••••• | •••••••• |
| 14 | KRX:IE | Kingspan Group Plc | 2.09% | 34,404 | $3.18M | •••••• | •••••••• | •••••••• |
| 15 | 9866:HK | Glencoe Regl Hlth Svcs Hosp Rev | 1.95% | 501,544 | $2.96M | •••••• | •••••••• | •••••••• |
| 16 | LI | Li Auto Inc | 1.80% | 156,284 | $2.75M | •••••• | •••••••• | •••••••• |
| 17 | 373220:KR | Lg Energy Solution | 1.52% | 7,356 | $2.31M | •••••• | •••••••• | •••••••• |
| 18 | XPEV | Xpeng Inc. | 1.51% | 145,360 | $2.30M | •••••• | •••••••• | •••••••• |
| 19 | 3750:SH | Contemporary Amperex Technology Co., Ltd. (Class H) | 1.42% | 27,400 | $2.17M | •••••• | •••••••• | •••••••• |
| 20 | NIBE.B:ST | Nibe Industrier Ab | 1.33% | 443,740 | $2.02M | •••••• | •••••••• | •••••••• |
SMOG ETF All Holdings
SMOG holdings total 63 positions. The top 10 holdings account for 57.6% of the fund, led by Bloom Energy Corporation Class A at 9.0%, Nextera Energy Inc. at 7.6%, Tesla, Inc. at 6.9%.
SMOG portfolio concentration is relatively high, with the top 10 representing 57.6% of total assets. The largest sector exposure is Unknown at 44.9%.
SMOG sector allocation provides a detailed breakdown. SMOG overlap tool shows how holdings compare to other funds in your portfolio.
SMOG ETF Holdings
63 of 63 holdings
- 1
Bloom Energy Corporation Class A
BEIndustrials8.98% - 2
Nextera Energy Inc.
NEEUtilities7.57% - 3
Tesla, Inc.
TSLAConsumer Discretionary6.86% - 4
Iberdrola Sa
IBE:MAUtilities6.62% - 5
Enel Spa
ENEI:MIUnknown6.21% - 6
BYD Company Limited Cl. H
002594:SZUnknown5.72% - 7
Samsung Sdi Co Ltd
006400:KRUnknown5.26% - 8
Vestas Wind Systems A /S
VWS:COUnknown4.60% - 9
First Solar Inc
FSLRInformation Technology2.93% - 10
Centrais Eletricas Brasileiras Sa
ELET3:BVUtilities2.87% - 11
Rivian Automotive
RIVNConsumer Discretionary2.17% - 12
Orsted A/S
ORSTED:COUnknown2.12% - 13
Nextracker Inc Ordinary Shares - Class A
NXTIndustrials2.11% - 14
Kingspan Group Plc
KRX:IEUnknown2.09% - 15
Glencoe Regl Hlth Svcs Hosp Rev
9866:HKUnknown1.95% - 16
Li Auto Inc
LIUnknown1.80% - 17
Lg Energy Solution
373220:KRUnknown1.52% - 18
Xpeng Inc.
XPEVConsumer Discretionary1.51% - 19
Contemporary Amperex Technology Co., Ltd. (Class H)
3750:SHUnknown1.42% - 20
Nibe Industrier Ab
NIBE.B:STUnknown1.33% - 21
Owens Corning
OCMaterials1.27% - 22
Acciona Sa
ANA:MAUnknown1.24% - 23
Nordex Se
NDXG:SGIndustrials1.23% - 24
Ecopro Bm Co. Ltd.
247540:KRUnknown1.19% - 25
Topbuild Corp
BLDIndustrials1.17% - 26
Enersys
ENSIndustrials1.02% - 27
Cia Paranaense De Ener-Adr
ELPC:BVUtilities0.92% - 28
Orange - Adr
ORAUtilities0.89% - 29
Edp Renovaveis Sa
EDPR:MAUnknown0.88% - 30
Horiba Ltd
6856:TKUnknown0.79% - 31
Contact Energy Ltd.
CEN:NZUnknown0.78% - 32
Brookfield Renewable Corp.
BEPCUnknown0.76% - 33
Meridian Energy, Ltd.
MEL:NZUnknown0.75% - 34
Northland Power Inc
NPI:CAUtilities0.72% - 35
Installed Building Products
IBPIndustrials0.67% - 36
Johnson Matthey Plc
JMAT:LNMaterials0.67% - 37
Hanwha Solutions Corp
009830:KRUnknown0.66% - 38
Cemig (Cia Eng Min Ger) Pfd Co
CIGUtilities0.60% - 39
Ha Sustainable Infrastructure Capital Inc
HASIFinancials0.60% - 40
Quantumscape Corp
QSInformation Technology0.58% - 41
Enphase Energy Inc Common Stock
ENPHInformation Technology0.57% - 42
Drax Group
DRX:LNUnknown0.54% - 43
Mercury Nz Ltd
MCY:NZUnknown0.48% - 44
Gcl-poly Energy Holdings Ltd
3800:HKUtilities0.47% - 45
Rockwool A/S B Shs
ROCKB:COUnknown0.44% - 46
Verbund Ag
VERB:ATUnknown0.42% - 47
Transalta Corp
TA:CAUtilities0.42% - 48
China Everbright Environment Group Ltd
0257:HKIndustrials0.39% - 49
Zhejiang Leapmot
9863:SHUnknown0.38% - 50
Boralex Inc., Class ''A''
BLX:CAUtilities0.37% - 51
Sunrun Inc
RUNUtilities0.36% - 52
Xinyi Solar Holdings Ltd
0968:HKUnknown0.36% - 53
Simplo Technology Co Ltd
6121:TWUnknown0.33% - 54
Enel Americas Sa
ENELAM:CLUnknown0.31% - 55
China Longyuan Power Group Corp. Ltd.
0916:SHUnknown0.29% - 56
Landis&gyr Group Ag
LANDI:SMIndustrials0.27% - 57
Erg
ERG:MIUnknown0.26% - 58
Lucid Group Inc
LCIDConsumer Discretionary0.15% - 59
Other/cash
Other0.14% - 60
CAD Cash
Other0.00% - 61
HKD CASH
Other0.00% - 62
Agc Inc.
Other0.00% - 63
USD Cash
Other-0.01%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Bloom Energy Corporation Class A | BE | 8.980% | ||
| 2 | Nextera Energy Inc. | NEE | 7.570% | ||
| 3 | Tesla, Inc. | TSLA | 6.860% | ||
| 4 | Iberdrola Sa | IBE:MA | 6.620% | ||
| 5 | Enel Spa | ENEI:MI | 6.210% | ||
| 6 | BYD Company Limited Cl. H | 002594:SZ | 5.720% | ||
| 7 | Samsung Sdi Co Ltd | 006400:KR | 5.260% | ||
| 8 | Vestas Wind Systems A /S | VWS:CO | 4.600% | ||
| 9 | First Solar Inc | FSLR | 2.930% | ||
| 10 | Centrais Eletricas Brasileiras Sa | ELET3:BV | 2.870% | ||
| 11 | Rivian Automotive | RIVN | 2.170% | ||
| 12 | Orsted A/S | ORSTED:CO | 2.120% | ||
| 13 | Nextracker Inc Ordinary Shares - Class A | NXT | 2.110% | ||
| 14 | Kingspan Group Plc | KRX:IE | 2.090% | ||
| 15 | Glencoe Regl Hlth Svcs Hosp Rev | 9866:HK | 1.950% | ||
| 16 | Li Auto Inc | LI | 1.800% | ||
| 17 | Lg Energy Solution | 373220:KR | 1.520% | ||
| 18 | Xpeng Inc. | XPEV | 1.510% | ||
| 19 | Contemporary Amperex Technology Co., Ltd. (Class H) | 3750:SH | 1.420% | ||
| 20 | Nibe Industrier Ab | NIBE.B:ST | 1.330% | ||
| 21 | Owens Corning | OC | 1.270% | ||
| 22 | Acciona Sa | ANA:MA | 1.240% | ||
| 23 | Nordex Se | NDXG:SG | 1.230% | ||
| 24 | Ecopro Bm Co. Ltd. | 247540:KR | 1.190% | ||
| 25 | Topbuild Corp | BLD | 1.170% | ||
| 26 | Enersys | ENS | 1.020% | ||
| 27 | Cia Paranaense De Ener-Adr | ELPC:BV | 0.920% | ||
| 28 | Orange - Adr | ORA | 0.890% | ||
| 29 | Edp Renovaveis Sa | EDPR:MA | 0.880% | ||
| 30 | Horiba Ltd | 6856:TK | 0.790% | ||
| 31 | Contact Energy Ltd. | CEN:NZ | 0.780% | ||
| 32 | Brookfield Renewable Corp. | BEPC | 0.760% | ||
| 33 | Meridian Energy, Ltd. | MEL:NZ | 0.750% | ||
| 34 | Northland Power Inc | NPI:CA | 0.720% | ||
| 35 | Installed Building Products | IBP | 0.670% | ||
| 36 | Johnson Matthey Plc | JMAT:LN | 0.670% | ||
| 37 | Hanwha Solutions Corp | 009830:KR | 0.660% | ||
| 38 | Cemig (Cia Eng Min Ger) Pfd Co | CIG | 0.600% | ||
| 39 | Ha Sustainable Infrastructure Capital Inc | HASI | 0.600% | ||
| 40 | Quantumscape Corp | QS | 0.580% | ||
| 41 | Enphase Energy Inc Common Stock | ENPH | 0.570% | ||
| 42 | Drax Group | DRX:LN | 0.540% | ||
| 43 | Mercury Nz Ltd | MCY:NZ | 0.480% | ||
| 44 | Gcl-poly Energy Holdings Ltd | 3800:HK | 0.470% | ||
| 45 | Rockwool A/S B Shs | ROCKB:CO | 0.440% | ||
| 46 | Verbund Ag | VERB:AT | 0.420% | ||
| 47 | Transalta Corp | TA:CA | 0.420% | ||
| 48 | China Everbright Environment Group Ltd | 0257:HK | 0.390% | ||
| 49 | Zhejiang Leapmot | 9863:SH | 0.380% | ||
| 50 | Boralex Inc., Class ''A'' | BLX:CA | 0.370% | ||
| 51 | Sunrun Inc | RUN | 0.360% | ||
| 52 | Xinyi Solar Holdings Ltd | 0968:HK | 0.360% | ||
| 53 | Simplo Technology Co Ltd | 6121:TW | 0.330% | ||
| 54 | Enel Americas Sa | ENELAM:CL | 0.310% | ||
| 55 | China Longyuan Power Group Corp. Ltd. | 0916:SH | 0.290% | ||
| 56 | Landis&gyr Group Ag | LANDI:SM | 0.270% | ||
| 57 | Erg | ERG:MI | 0.260% | ||
| 58 | Lucid Group Inc | LCID | 0.150% | ||
| 59 | Other/cash | - | 0.140% | ||
| 60 | CAD Cash | - | 0.000% | ||
| 61 | HKD CASH | - | 0.000% | ||
| 62 | Agc Inc. | - | 0.000% | ||
| 63 | USD Cash | - | -0.010% |