SMOG holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	IBE	Iberdrola SaUtilities · Electric Utilities	8.63%	8.6%	471,025	$11.28M	Utilities	Electric Utilities
2	NEE	Nextera Energy IncUtilities · Electric Utilities	7.72%	16.4%	112,267	$10.08M	Utilities	Electric Utilities
Sector and industry · Pro
3	TSLA	Tesla, Inc.	7.00%	23.4%	28,620	$9.15M
4	—	Enel Spa	6.83%	30.2%	799,532	$8.93M
5	BE	Bloom Energy Corporation Com Cl A	5.82%	36.0%	34,970	$7.60M
6	—	Byd Co Ltd	5.78%	41.8%	679,498	$7.56M
7	VWS	Vestas Wind Systems A/S	4.75%	46.5%	231,459	$6.20M
8	—	Samsung Sdi Co Ltd	4.02%	50.5%	16,841	$5.26M
9	FSLR	First Solar Inc	3.10%	53.6%	19,649	$4.05M
10	RIVN	Rivian Automotive Inc	2.85%	56.5%	226,482	$3.73M
11	—	Contemporary Amperex Technology Co. Ltd. Class A	2.73%	59.2%	45,000	$3.56M
12	—	Centrais Eletricas Brasileiras Sa	2.26%	61.5%	291,450	$2.95M
13	KRX	Kingspan Group plc Ordinary Shares	2.25%	63.7%	34,305	$2.93M
14	—	Orsted As	2.11%	65.8%	120,796	$2.76M
15	NXT	Nextracker Inc Ordinary Shares - Class A	1.98%	67.8%	24,731	$2.58M
16	OC	Owens Corning New	1.74%	69.6%	16,408	$2.28M
17	NIO	Nio Inc. American Depositary Shares Each Representing One Class A Ordinary Share	1.71%	71.3%	480,288	$2.23M
18	—	Xpeng Inc.	1.54%	72.8%	157,470	$2.01M
19	LI	Li Auto Inc - ADR	1.44%	74.3%	152,046	$1.88M
20	—	Enlight Renewable Energy Ltd	1.41%	75.7%	20,381	$1.85M
21	ANA	Acciona Sa	1.39%	77.1%	6,448	$1.81M
22	—	Lg Energy Solution Ltd.	1.31%	78.4%	7,335	$1.72M
23	—	Nibe Industrier Ab	1.28%	79.6%	442,462	$1.67M
24	—	Nordex Ag	1.15%	80.8%	32,795	$1.50M
25	—	Horiba Ltd	1.09%	81.9%	8,784	$1.43M
26	ENS	Enersys	1.08%	83.0%	7,059	$1.41M
27	ELPC	Companhia Paranaense De Energia American Depositary Shares (Each Representing Four (4) Common Shares)	1.03%	84.0%	114,931	$1.35M
28	EDPR	Edp Renovaveis Sa	0.99%	85.0%	80,278	$1.29M
29	CEN	Contact Energy Limited	0.92%	85.9%	229,334	$1.20M
30	MEL	Meridian Energy, Ltd.	0.88%	86.8%	345,942	$1.15M
31	ORA	Ormat Technologies Inc	0.83%	87.6%	10,435	$1.08M
32	—	Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin	0.79%	88.4%	30,858	$1.04M
33	—	Ecopro Bm Co Ltd Ordinary Shares	0.77%	89.2%	12,778	$1.01M
34	ENPH	Enphase Energy, Inc.	0.75%	89.9%	25,133	$977.4K
35	NPI	Northland Power, Inc.	0.72%	90.6%	60,114	$942.6K
36	JMAT	Johnson Matthey Plc	0.69%	91.3%	35,560	$898.7K
37	—	Cemig (Cia Eng Min Ger) Pfd Co	0.64%	92.0%	383,216	$831.6K
38	IBP	Installed Building Products Inc	0.59%	92.6%	3,448	$768.5K
39	—	Hannon Armstrong Sustainable Infrastructure Capital, Inc.	0.58%	93.1%	19,795	$759.1K
40	—	Mercury Nz Ltd	0.55%	93.7%	182,406	$713.3K
41	—	Hanwha Solutions Corp	0.55%	94.2%	35,822	$724.1K
42	DRXGY	Drax Group PLC	0.48%	94.7%	61,486	$628.8K
43	QS	Quantumscape Corp	0.48%	95.2%	122,372	$625.9K
44	—	Rockwool International A/s	0.45%	95.7%	20,330	$586.3K
45	OEZEY	Verbund Ag	0.44%	96.1%	8,449	$574.8K
46	—	Banco Latinoamericano De Comercio Exterior, S.a.	0.41%	96.5%	20,471	$538.8K
47	—	Simplo Technology Co Ltd	0.40%	96.9%	45,000	$522.7K
48	—	China Everbright Environment Group Ltd	0.40%	97.3%	819,000	$526.2K
49	—	Gcl-poly Energy Holdings Ltd	0.37%	97.7%	6,074,000	$483.8K
50	—	Enel Americas Sa	0.35%	98.0%	5,044,382	$452.7K
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SMOG ETF All Holdings

SMOG holdings total 63 positions. The top 10 holdings account for 56.5% of the fund, led by Iberdrola Sa at 8.6%, Nextera Energy Inc at 7.7%, Tesla, Inc. at 7.0%.

SMOG portfolio concentration is relatively high, with the top 10 representing 56.5% of total assets. The largest sector exposure is Utilities at 23.7%.

SMOG sectors provide a detailed breakdown. SMOG overlap shows how holdings compare to other funds in your portfolio.

Compare SMOG

SMOG vs SPY SMOG vs QQQ SMOG vs VOO SMOG vs VTI SMOG vs IVV SMOG vs SCHD SMOG vs VYM SMOG vs VXUS

SMOG ETF Holdings

61 of 63 holdings

Sector

Industry

Sort By

1
Iberdrola Sa
IBE:MAUtilities
8.63%
2
Nextera Energy Inc
NEEUtilities
7.72%
3
Tesla, Inc.
TSLAConsumer Discretionary
7.00%
4
Enel Spa
Other
6.83%
5
Bloom Energy Corporation Com Cl A
BEIndustrials
5.82%
6
Byd Co Ltd
002594:SHUnknown
5.78%
7
Vestas Wind Systems A/S
VWS:COUnknown
4.75%
8
Samsung Sdi Co Ltd
006400:KRUnknown
4.02%
9
First Solar Inc Common Stock
FSLRInformation Technology
3.10%
10
Rivian Automotive Inc
RIVNConsumer Discretionary
2.85%
11
Contemporary Amperex Technology Co. Ltd. Class A
300750:SHUnknown
2.73%
12
Centrais Eletricas Brasileiras Sa
ELET3:BVUtilities
2.26%
13
Kingspan Group plc Ordinary Shares
KRX:IEUnknown
2.25%
14
Orsted As
ORSTED:COUnknown
2.11%
15
Nextracker Inc Ordinary Shares - Class A
NXTIndustrials
1.98%
16
Owens Corning New
OCMaterials
1.74%
17
Nio Inc. American Depositary Shares Each Representing One Class A Ordinary Share
9866:HKConsumer Discretionary
1.71%
18
Xpeng Inc.
XPEVConsumer Discretionary
1.54%
19
Li Auto Inc - ADR
LIConsumer Discretionary
1.44%
20
Enlight Renewable Energy Ltd
ENLT:ILUnknown
1.41%
21
Acciona Sa
ANA:MAUnknown
1.39%
22
Lg Energy Solution Ltd.
373220:KRUnknown
1.31%
23
Nibe Industrier Ab
NIBE.B:STUnknown
1.28%
24
Nordex Ag
NDX1.D:SGIndustrials
1.15%
25
Horiba Ltd
6856:TKUnknown
1.09%
26
Enersys
ENSIndustrials
1.08%
27
Companhia Paranaense De Energia American Depositary Shares (Each Representing Four (4) Common Shares)
ELPC:BVUtilities
1.03%
28
Edp Renovaveis Sa
EDPR:MAUnknown
0.99%
29
Contact Energy Limited
CEN:NZUnknown
0.92%
30
Meridian Energy, Ltd.
MEL:NZUnknown
0.88%
31
Ormat Technologies Inc
ORAUtilities
0.83%
32
Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin
BEPC:CAUtilities
0.79%
33
Ecopro Bm Co Ltd Ordinary Shares
247540:KRUnknown
0.77%
34
Enphase Energy, Inc.
ENPHInformation Technology
0.75%
35
Northland Power, Inc.
NPI:CAUtilities
0.72%
36
Johnson Matthey Plc
JMAT:LNMaterials
0.69%
37
Cemig (Cia Eng Min Ger) Pfd Co
CIGUtilities
0.64%
38
Installed Building Products Inc
IBPIndustrials
0.59%
39
Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com
HASIFinancials
0.58%
40
Mercury Nz Ltd
MCY:NZUnknown
0.55%
41
Hanwha Solutions Corp
009830:KRUnknown
0.55%
42
Drax Group PLC
DRXGYUnknown
0.48%
43
Quantumscape Corp
QSInformation Technology
0.48%
44
Rockwool International A/s
ROCK.A:COUnknown
0.45%
45
Verbund Ag
OEZEYUnknown
0.44%
46
Banco Latinoamericano De Comercio Exterior, S.a.
BLX:APHUtilities
0.41%
47
Simplo Technology Co Ltd
6121:TWUnknown
0.40%
48
China Everbright Environment Group Ltd
0257:HKIndustrials
0.40%
49
Gcl-poly Energy Holdings Ltd
3800:HKUtilities
0.37%
50
Enel Americas Sa
ENELAM:CLUnknown
0.35%
51
Sunrun
RUNUtilities
0.33%
52
Xinyi Solar Holdings Ltd
0968:HKMaterials
0.32%
53
Zhejiang Leapmotor Technologies Ltd
9863:HKUnknown
0.32%
54
Erg Spa
ERG:MIUnknown
0.29%
55
China Longyuan Power Group Corp. Ltd.
0916:SHUnknown
0.26%
56
Landis+Gyr Group AG
LAND:SMUnknown
0.25%
57
Other
Other
0.18%
58
Cash Bal
Other
0.15%
59
Ping An Insurance Group Co-H Cfd
Other
0.08%
60
F/C Sugar #11 (World) Oct26 09/30/2026
Other
-0.03%
61
Hunters Overlook Metropolitan Huofac 12/54 Fixed Oid 4.25
Other
-0.16%

#	Company	Ticker	Weight
1	Iberdrola Sa	IBE:MA	8.630%
2	Nextera Energy Inc	NEE	7.720%
3	Tesla, Inc.	TSLA	7.000%
4	Enel Spa	-	6.830%
5	Bloom Energy Corporation Com Cl A	BE	5.820%
6	Byd Co Ltd	002594:SH	5.780%
7	Vestas Wind Systems A/S	VWS:CO	4.750%
8	Samsung Sdi Co Ltd	006400:KR	4.020%
9	First Solar Inc Common Stock	FSLR	3.100%
10	Rivian Automotive Inc	RIVN	2.850%
11	Contemporary Amperex Technology Co. Ltd. Class A	300750:SH	2.730%
12	Centrais Eletricas Brasileiras Sa	ELET3:BV	2.260%
13	Kingspan Group plc Ordinary Shares	KRX:IE	2.250%
14	Orsted As	ORSTED:CO	2.110%
15	Nextracker Inc Ordinary Shares - Class A	NXT	1.980%
16	Owens Corning New	OC	1.740%
17	Nio Inc. American Depositary Shares Each Representing One Class A Ordinary Share	9866:HK	1.710%
18	Xpeng Inc.	XPEV	1.540%
19	Li Auto Inc - ADR	LI	1.440%
20	Enlight Renewable Energy Ltd	ENLT:IL	1.410%
21	Acciona Sa	ANA:MA	1.390%
22	Lg Energy Solution Ltd.	373220:KR	1.310%
23	Nibe Industrier Ab	NIBE.B:ST	1.280%
24	Nordex Ag	NDX1.D:SG	1.150%
25	Horiba Ltd	6856:TK	1.090%
26	Enersys	ENS	1.080%
27	Companhia Paranaense De Energia American Depositary Shares (Each Representing Four (4) Common Shares)	ELPC:BV	1.030%
28	Edp Renovaveis Sa	EDPR:MA	0.990%
29	Contact Energy Limited	CEN:NZ	0.920%
30	Meridian Energy, Ltd.	MEL:NZ	0.880%
31	Ormat Technologies Inc	ORA	0.830%
32	Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin	BEPC:CA	0.790%
33	Ecopro Bm Co Ltd Ordinary Shares	247540:KR	0.770%
34	Enphase Energy, Inc.	ENPH	0.750%
35	Northland Power, Inc.	NPI:CA	0.720%
36	Johnson Matthey Plc	JMAT:LN	0.690%
37	Cemig (Cia Eng Min Ger) Pfd Co	CIG	0.640%
38	Installed Building Products Inc	IBP	0.590%
39	Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com	HASI	0.580%
40	Mercury Nz Ltd	MCY:NZ	0.550%
41	Hanwha Solutions Corp	009830:KR	0.550%
42	Drax Group PLC	DRXGY	0.480%
43	Quantumscape Corp	QS	0.480%
44	Rockwool International A/s	ROCK.A:CO	0.450%
45	Verbund Ag	OEZEY	0.440%
46	Banco Latinoamericano De Comercio Exterior, S.a.	BLX:APH	0.410%
47	Simplo Technology Co Ltd	6121:TW	0.400%
48	China Everbright Environment Group Ltd	0257:HK	0.400%
49	Gcl-poly Energy Holdings Ltd	3800:HK	0.370%
50	Enel Americas Sa	ENELAM:CL	0.350%
51	Sunrun	RUN	0.330%
52	Xinyi Solar Holdings Ltd	0968:HK	0.320%
53	Zhejiang Leapmotor Technologies Ltd	9863:HK	0.320%
54	Erg Spa	ERG:MI	0.290%
55	China Longyuan Power Group Corp. Ltd.	0916:SH	0.260%
56	Landis+Gyr Group AG	LAND:SM	0.250%
57	Other	-	0.180%
58	Cash Bal	-	0.150%
59	Ping An Insurance Group Co-H Cfd	-	0.080%
60	F/C Sugar #11 (World) Oct26 09/30/2026	-	-0.030%
61	Hunters Overlook Metropolitan Huofac 12/54 Fixed Oid 4.25	-	-0.160%