SMOG ETF
VanEck Low Carbon Energy ETF

| # | Ticker ↕ | Name ↕ | Weight ↓ | Shares ↕ | Mkt Value ↕ | Share Chg | Sector | Industry |
|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | 8.07% | 22,889 | $10.29M | •••••• | •••••••• | •••••••• |
| 2 | NEE | Nextera Energy Inc. | 8.01% | 127,148 | $10.21M | •••••• | •••••••• | •••••••• |
| 3 | IBE:MA | Iberdrola Sa | 7.40% | 435,948 | $9.43M | •••••• | •••••••• | •••••••• |
| 4 | ENEI:MI | Enel Spa | 6.77% | 830,741 | $8.63M | •••••• | •••••••• | •••••••• |
| 5 | 002594:SH | Byd Co Ltd | 5.91% | 616,998 | $7.54M | •••••• | •••••••• | •••••••• |
| 6 | VWS:CO | Vestas Wind Systems A/S Shs New | 5.14% | 242,586 | $6.56M | •••••• | •••••••• | •••••••• |
| 7 | FSLR | First Solar Inc | 3.68% | 17,957 | $4.69M | •••••• | •••••••• | •••••••• |
| 8 | RIVN | Rivian Automotive | 3.47% | 224,280 | $4.42M | •••••• | •••••••• | •••••••• |
| 9 | BE | Bloom Energy Corporation Class A | 2.61% | 38,301 | $3.33M | •••••• | •••••••• | •••••••• |
| 10 | KRX:IE | Kingspan Group plc Ordinary Shares | 2.41% | 35,609 | $3.07M | •••••• | •••••••• | •••••••• |
| 11 | AXIA | Axia Energia | 2.40% | 333,984 | $3.06M | •••••• | •••••••• | •••••••• |
| 12 | XPEV | Xpeng Inc | 2.38% | 149,575 | $3.03M | •••••• | •••••••• | •••••••• |
| 13 | 006400:KR | Samsung Sdi Co Ltd | 2.33% | 15,878 | $2.97M | •••••• | •••••••• | •••••••• |
| 14 | 373220:KR | Lg Energy Solution | 2.28% | 11,368 | $2.91M | •••••• | •••••••• | •••••••• |
| 15 | 9866:HK | Glencoe Regl Hlth Svcs Hosp Rev | 2.01% | 502,013 | $2.56M | •••••• | •••••••• | •••••••• |
| 16 | LI | Li Auto Inc | 1.95% | 146,949 | $2.49M | •••••• | •••••••• | •••••••• |
| 17 | ORSTED:CO | Orsted As | 1.87% | 124,809 | $2.38M | •••••• | •••••••• | •••••••• |
| 18 | NXT | Nextracker Inc Ordinary Shares - Class A | 1.86% | 27,234 | $2.37M | •••••• | •••••••• | •••••••• |
| 19 | OC | Owens Corning | 1.46% | 16,638 | $1.86M | •••••• | •••••••• | •••••••• |
| 20 | 300750:SH | Contemporary Amperex Technology Co. Ltd. Class A | 1.40% | 27,400 | $1.78M | •••••• | •••••••• | •••••••• |
SMOG ETF All Holdings
SMOG holdings total 64 positions. The top 10 holdings account for 53.5% of the fund, led by Tesla, Inc. at 8.1%, Nextera Energy Inc. at 8.0%, Iberdrola Sa at 7.4%.
SMOG portfolio concentration is relatively high, with the top 10 representing 53.5% of total assets. The largest sector exposure is Unknown at 45.5%.
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 64 holdings
- 1
Tesla, Inc.
TSLAConsumer Discretionary8.07% - 2
Nextera Energy Inc.
NEEUtilities8.01% - 3
Iberdrola Sa
IBE:MAUtilities7.40% - 4
Enel Spa
ENEI:MIUnknown6.77% - 5
Byd Co Ltd
002594:SHUnknown5.91% - 6
Vestas Wind Systems A/S Shs New
VWS:COUnknown5.14% - 7
First Solar Inc
FSLRInformation Technology3.68% - 8
Rivian Automotive
RIVNConsumer Discretionary3.47% - 9
Bloom Energy Corporation Class A
BEIndustrials2.61% - 10
Kingspan Group plc Ordinary Shares
KRX:IEUnknown2.41% - 11
Axia Energia
AXIAUtilities2.40% - 12
Xpeng Inc
XPEVConsumer Discretionary2.38% - 13
Samsung Sdi Co Ltd
006400:KRUnknown2.33% - 14
Lg Energy Solution
373220:KRUnknown2.28% - 15
Glencoe Regl Hlth Svcs Hosp Rev
9866:HKUnknown2.01% - 16
Li Auto Inc
LIUnknown1.95% - 17
Orsted As
ORSTED:COUnknown1.87% - 18
Nextracker Inc Ordinary Shares - Class A
NXTIndustrials1.86% - 19
Owens Corning
OCMaterials1.46% - 20
Contemporary Amperex Technology Co. Ltd. Class A
300750:SHUnknown1.40% - 21
Nibe Industrier Ab
NIBE.B:STUnknown1.37% - 22
Topbuild Corp
BLDIndustrials1.34% - 23
Acciona Sa
ANA:MAUnknown1.14% - 24
Ormat Technologies Inc
ORAUtilities1.08% - 25
EcoPro BM Co Ltd
247540:KRUnknown1.05% - 26
Brookfield Renewable Corp.
BEPCUnknown1.02% - 27
Quantumscape Corp
QSInformation Technology0.99% - 28
Edp Renovaveis Sa
EDPR:MAUnknown0.91% - 29
Nordex Se
NDXG:SGIndustrials0.90% - 30
Contact Energy Ltd. Contact Energy Ltd Registered Shares O N
CEN:AUUtilities0.89% - 31
Installed Building Products
IBPIndustrials0.88% - 32
Meridian Energy Ltd. Meridian Energy Ltd Registered Shares O N
MEL:NZUnknown0.88% - 33
Enersys
ENSIndustrials0.86% - 34
Horiba Ltd
6856:TKUnknown0.85% - 35
Johnson Matthey Plc
JMAT:LNMaterials0.82% - 36
Drax Group PLC
DRXGYUnknown0.71% - 37
Northland Power Inc
NPI:CAUtilities0.67% - 38
Gcl-poly Energy Holdings Ltd
3800:HKUtilities0.67% - 39
Rockwool A/S
ROCK.A:COUnknown0.65% - 40
Cia Energetica De Minas Gerais Adr
GIGC:BVUnknown0.62% - 41
Sunrun Inc
RUNUtilities0.61% - 42
Mercury Nz Ltd
MCY:NZUnknown0.55% - 43
Enphase Energy Inc Common Stock
ENPHInformation Technology0.54% - 44
Verbund Ag
VERB:ATUnknown0.50% - 45
Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com
HASIFinancials0.49% - 46
Zhejiang Leapmotor Technologies Ltd
9863:HKUnknown0.48% - 47
Transalta Corp
TA:CAUtilities0.44% - 48
Xinyi Solar Holdings Ltd
0968:HKUnknown0.44% - 49
Companhia Paranaense De Energia
CPLE6:BVUnknown0.44% - 50
Hanwha Solutions Corp
009830:KRUnknown0.43% - 51
China Everbright Environment Group Ltd
0257:HKIndustrials0.43% - 52
Simplo Technology Co Ltd
6121:TWUnknown0.40% - 53
Enel Americas Sa
ENELAM:CLUnknown0.39% - 54
China Longyuan Power Group Corp.
0916:HKUnknown0.33% - 55
Boralex Inc
BLX:CAUtilities0.31% - 56
Landis&gyr Group Ag
LANDI:SMIndustrials0.31% - 57
Lucid Group Inc
LCIDConsumer Discretionary0.30% - 58
Erg Spa
ERG:MIUnknown0.30% - 59
Cash Bal
Other0.00% - 60
Cash Bal
Other0.00% - 61
Tsla Us 02/06/26 C435
Other0.00% - 62
Cash Bal
Other-0.01% - 63
Other/cash
Other-0.02%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Tesla, Inc. | TSLA | 8.070% | ||
| 2 | Nextera Energy Inc. | NEE | 8.010% | ||
| 3 | Iberdrola Sa | IBE:MA | 7.400% | ||
| 4 | Enel Spa | ENEI:MI | 6.770% | ||
| 5 | Byd Co Ltd | 002594:SH | 5.910% | ||
| 6 | Vestas Wind Systems A/S Shs New | VWS:CO | 5.140% | ||
| 7 | First Solar Inc | FSLR | 3.680% | ||
| 8 | Rivian Automotive | RIVN | 3.470% | ||
| 9 | Bloom Energy Corporation Class A | BE | 2.610% | ||
| 10 | Kingspan Group plc Ordinary Shares | KRX:IE | 2.410% | ||
| 11 | Axia Energia | AXIA | 2.400% | ||
| 12 | Xpeng Inc | XPEV | 2.380% | ||
| 13 | Samsung Sdi Co Ltd | 006400:KR | 2.330% | ||
| 14 | Lg Energy Solution | 373220:KR | 2.280% | ||
| 15 | Glencoe Regl Hlth Svcs Hosp Rev | 9866:HK | 2.010% | ||
| 16 | Li Auto Inc | LI | 1.950% | ||
| 17 | Orsted As | ORSTED:CO | 1.870% | ||
| 18 | Nextracker Inc Ordinary Shares - Class A | NXT | 1.860% | ||
| 19 | Owens Corning | OC | 1.460% | ||
| 20 | Contemporary Amperex Technology Co. Ltd. Class A | 300750:SH | 1.400% | ||
| 21 | Nibe Industrier Ab | NIBE.B:ST | 1.370% | ||
| 22 | Topbuild Corp | BLD | 1.340% | ||
| 23 | Acciona Sa | ANA:MA | 1.140% | ||
| 24 | Ormat Technologies Inc | ORA | 1.080% | ||
| 25 | EcoPro BM Co Ltd | 247540:KR | 1.050% | ||
| 26 | Brookfield Renewable Corp. | BEPC | 1.020% | ||
| 27 | Quantumscape Corp | QS | 0.990% | ||
| 28 | Edp Renovaveis Sa | EDPR:MA | 0.910% | ||
| 29 | Nordex Se | NDXG:SG | 0.900% | ||
| 30 | Contact Energy Ltd. Contact Energy Ltd Registered Shares O N | CEN:AU | 0.890% | ||
| 31 | Installed Building Products | IBP | 0.880% | ||
| 32 | Meridian Energy Ltd. Meridian Energy Ltd Registered Shares O N | MEL:NZ | 0.880% | ||
| 33 | Enersys | ENS | 0.860% | ||
| 34 | Horiba Ltd | 6856:TK | 0.850% | ||
| 35 | Johnson Matthey Plc | JMAT:LN | 0.820% | ||
| 36 | Drax Group PLC | DRXGY | 0.710% | ||
| 37 | Northland Power Inc | NPI:CA | 0.670% | ||
| 38 | Gcl-poly Energy Holdings Ltd | 3800:HK | 0.670% | ||
| 39 | Rockwool A/S | ROCK.A:CO | 0.650% | ||
| 40 | Cia Energetica De Minas Gerais Adr | GIGC:BV | 0.620% | ||
| 41 | Sunrun Inc | RUN | 0.610% | ||
| 42 | Mercury Nz Ltd | MCY:NZ | 0.550% | ||
| 43 | Enphase Energy Inc Common Stock | ENPH | 0.540% | ||
| 44 | Verbund Ag | VERB:AT | 0.500% | ||
| 45 | Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com | HASI | 0.490% | ||
| 46 | Zhejiang Leapmotor Technologies Ltd | 9863:HK | 0.480% | ||
| 47 | Transalta Corp | TA:CA | 0.440% | ||
| 48 | Xinyi Solar Holdings Ltd | 0968:HK | 0.440% | ||
| 49 | Companhia Paranaense De Energia | CPLE6:BV | 0.440% | ||
| 50 | Hanwha Solutions Corp | 009830:KR | 0.430% | ||
| 51 | China Everbright Environment Group Ltd | 0257:HK | 0.430% | ||
| 52 | Simplo Technology Co Ltd | 6121:TW | 0.400% | ||
| 53 | Enel Americas Sa | ENELAM:CL | 0.390% | ||
| 54 | China Longyuan Power Group Corp. | 0916:HK | 0.330% | ||
| 55 | Boralex Inc | BLX:CA | 0.310% | ||
| 56 | Landis&gyr Group Ag | LANDI:SM | 0.310% | ||
| 57 | Lucid Group Inc | LCID | 0.300% | ||
| 58 | Erg Spa | ERG:MI | 0.300% | ||
| 59 | Cash Bal | - | 0.000% | ||
| 60 | Cash Bal | - | 0.000% | ||
| 61 | Tsla Us 02/06/26 C435 | - | 0.000% | ||
| 62 | Cash Bal | - | -0.010% | ||
| 63 | Other/cash | - | -0.020% |