Companies included in SMOG
This is SMOG's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–59 of 59.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NextEra Energy Inc | NextEra Energy Inc | 115,918 | NS | 8.11569% |
| TSLA | Tesla Inc | 26,054 | NS | 7.300923% |
| Iberdrola SA | Iberdrola SA | 418,418 | NS | 7.198028% |
| BYDDF | BYD Co Ltd | 635,298 | NS | 6.547809% |
| Enel SpA | Enel SpA | 789,307 | NS | 6.484211% |
| VWSYF | Vestas Wind Systems A/S | 229,472 | NS | 5.202544% |
| BE | Bloom Energy Corp | 45,881 | NS | 4.685894% |
| Samsung SDI Co Ltd | Samsung SDI Co Ltd | 16,460 | NS | 3.437918% |
| FSLR | First Solar Inc | 20,548 | NS | 3.05535% |
| Axia Energia | Axia Energia | 341,825 | NS | 2.906466% |
| RIVN | Rivian Automotive Inc | 214,774 | NS | 2.436523% |
| NXT | Nextpower Inc | 26,157 | NS | 2.376881% |
| State Street Global Advisors | State Street Global Advisors | 3,041,378.05 | NS | 2.292571% |
| NIO Inc | NIO Inc | 488,782 | NS | 2.221697% |
| Orsted AS | Orsted AS | 118,062 | NS | 2.200098% |
| Kingspan Group PLC | Kingspan Group PLC | 33,529 | NS | 2.154347% |
| Li Auto Inc | Li Auto Inc | 152,307 | NS | 2.047027% |
| XPeng Inc | XPeng Inc | 141,661 | NS | 1.827059% |
| Contemporary Amperex Technology Co Ltd | Contemporary Amperex Technology Co Ltd | 26,700 | NS | 1.604433% |
| LG Energy Solution Ltd | LG Energy Solution Ltd | 7,169 | NS | 1.478363% |
| Nibe Industrier AB | Nibe Industrier AB | 432,449 | NS | 1.353553% |
| Nordex SE | Nordex SE | 31,996 | NS | 1.302906% |
| OC | Owens Corning | 15,392 | NS | 1.255611% |
| Acciona SA | Acciona SA | 6,302 | NS | 1.245233% |
| Ecopro BM Co Ltd | Ecopro BM Co Ltd | 12,488 | NS | 1.233269% |
| TopBuild Corp | TopBuild Corp | 3,952 | NS | 1.04652% |
| ORA | Ormat Technologies Inc | 11,651 | NS | 0.982932% |
| Cia Paranaense de Energia - Copel | Cia Paranaense de Energia - Copel | 108,521 | NS | 0.976721% |
| BEPC | Brookfield Renewable Corp | 32,183 | NS | 0.966249% |
| EDP Renovaveis SA | EDP Renovaveis SA | 77,820 | NS | 0.937229% |
| ENS | EnerSys | 7,150 | NS | 0.936285% |
| Contact Energy Ltd | Contact Energy Ltd | 202,936 | NS | 0.807181% |
| Northland Power Inc | Northland Power Inc | 62,759 | NS | 0.791196% |
| Meridian Energy Ltd | Meridian Energy Ltd | 330,122 | NS | 0.790754% |
| Horiba Ltd | Horiba Ltd | 8,584 | NS | 0.754941% |
| ENPH | Enphase Energy Inc | 24,769 | NS | 0.70594% |
| IBP | Installed Building Products Inc | 3,443 | NS | 0.688147% |
| Johnson Matthey PLC | Johnson Matthey PLC | 35,184 | NS | 0.667555% |
| Cia Energetica de Minas Gerais | Cia Energetica de Minas Gerais | 355,087 | NS | 0.639713% |
| Drax Group PLC | Drax Group PLC | 66,308 | NS | 0.588494% |
| HASI | HA Sustainable Infrastructure Capital Inc | 20,945 | NS | 0.580217% |
| QS | QuantumScape Corp | 118,973 | NS | 0.572165% |
| Hanwha Solutions Corp | Hanwha Solutions Corp | 28,088 | NS | 0.543472% |
| GCL Technology Holdings Ltd | GCL Technology Holdings Ltd | 5,936,000 | NS | 0.497063% |
| TransAlta Corp | TransAlta Corp | 50,020 | NS | 0.493932% |
| Mercury NZ Ltd | Mercury NZ Ltd | 177,322 | NS | 0.477057% |
| Verbund AG | Verbund AG | 8,258 | NS | 0.474194% |
| ROCKWOOL A/S | ROCKWOOL A/S | 22,404 | NS | 0.467598% |
| Zhejiang Leapmotor Technology Co Ltd | Zhejiang Leapmotor Technology Co Ltd | 92,400 | NS | 0.42479% |
| RUN | Sunrun Inc | 41,310 | NS | 0.422248% |
| China Everbright Environment Group Ltd | China Everbright Environment Group Ltd | 800,000 | NS | 0.414938% |
| Xinyi Solar Holdings Ltd | Xinyi Solar Holdings Ltd | 1,448,000 | NS | 0.409132% |
| Boralex Inc | Boralex Inc | 19,938 | NS | 0.394588% |
| China Longyuan Power Group Corp Ltd | China Longyuan Power Group Corp Ltd | 509,000 | NS | 0.351248% |
| Simplo Technology Co Ltd | Simplo Technology Co Ltd | 44,000 | NS | 0.349055% |
| Enel Americas SA | Enel Americas SA | 4,930,221 | NS | 0.315631% |
| Landis+Gyr Group AG | Landis+Gyr Group AG | 5,905 | NS | 0.284194% |
| ERG SpA | ERG SpA | 14,200 | NS | 0.272421% |
| LCID | Lucid Group Inc | 33,465 | NS | 0.240401% |
SEC N-PORT snapshot as of .