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VanEck Low Carbon Energy ETF (SMOG) Holdings List

$139.79 +2.64 (+1.92%)
As of 04:10 PM Eastern

What stocks does SMOG hold?

The VanEck Low Carbon Energy ETF (SMOG) top stock holdings include Iberdrola, S.A., Tesla, and NextEra Energy. The top 25 SMOG holdings ordered by weight make up 82.47% of the total fund. SMOG is an equity fund in the strategy category that invests in publicly traded companies and other investments, focused on theme strategies within the Global region. This page includes a complete SMOG stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.

Top 25 SMOG Holdings

RankCompanyCurrent PriceWeightShares Held
1Iberdrola, S.A.N/A8.45%483,720
2
Tesla, Inc. stock logo
TSLA
Tesla
$376.36
+5.4%
7.55%28,801
3
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$83.96
+1.0%
7.25%112,974
4Enel SpAN/A6.64%804,564
5BYD Co Ltd Class HN/A5.85%683,798
6Vestas Wind Systems A/SN/A5.66%232,916
7
Bloom Energy Corporation stock logo
BE
Bloom Energy
$235.79
+8.5%
5.43%35,190
8Samsung SDI Co., Ltd.N/A4.47%16,947
9
First Solar, Inc. stock logo
FSLR
First Solar
$207.42
+2.4%
3.28%19,772
10Kingspan Group plcN/A3.06%34,522
11Contemporary Amperex Techn H Common Stock Cny1.0N/A2.70%45,300
12
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$15.91
+1.9%
2.68%227,906
13AXIA Energia SAN/A2.15%293,300
14Ørsted A/SN/A1.89%121,556
15
Owens Corning Inc stock logo
OC
Owens Corning
$134.53
+0.2%
1.86%16,511
16
Nextpower Inc. stock logo
NXT
Nextpower
$83.50
+1.2%
1.71%24,887
17
NIO Inc. stock logo
NIO
NIO
$3.85
-0.3%
1.65%483,310
18
Li Auto Inc. Sponsored ADR stock logo
LI
Li Auto
$12.06
+0.4%
1.45%153,003
19LG Energy Solution, Ltd.N/A1.42%7,381
20
XPENG Inc. Sponsored ADR stock logo
XPEV
XPENG
$11.12
+0.4%
1.42%158,461
21NIBE Industrier AB (publ)N/A1.33%445,247
22Enlight Renewable Energy LtdN/A1.24%20,509
23Acciona, S.A.N/A1.18%6,489
24Nordex SEN/A1.12%33,001
25
Enersys stock logo
ENS
Enersys
$179.64
-0.2%
1.03%7,104

SMOG Geographic Exposure

SMOG's largest geographic exposure is United States at 39.7%, followed by Spain at 10.6%.

  • United States
    39.7%
  • Spain
    10.6%
  • China
    8.5%
  • Korea, Republic of
    8.1%
  • Denmark
    8.1%
  • Italy
    6.8%
  • Ireland
    3.1%
  • New Zealand
    2.3%
  • Sweden
    1.5%
  • Canada
    1.4%
  • Other
    6.9%

SMOG Currency Exposure

SMOG's largest currency exposure is USD at 40.9%, followed by EUR at 21.9%.

  • USD
    40.9%
  • EUR
    21.9%
  • HKD
    10.0%
  • KRW
    8.2%
  • DKK
    8.1%
  • BRL
    2.3%
  • NZD
    2.3%
  • SEK
    1.5%
  • ILS
    1.2%
  • GBP
    1.1%
  • Other
    2.3%

SMOG Sector Exposure

SMOG's largest sector exposure is Utilities at 33.8%, followed by Industrials at 21.9%.

  • Utilities
    33.8%
  • Industrials
    21.9%
  • Consumer Discretionary
    21.8%
  • Energy
    7.0%
  • Technology
    5.9%
  • Materials
    3.1%
  • Financials
    0.6%
  • Cash or Derivatives
    0.6%

SMOG Industry Exposure

SMOG's largest industry exposure is Utilities at 32.1%, followed by Automobiles at 20.7%.

  • Utilities
    32.1%
  • Automobiles
    20.7%
  • Electrical Equipment
    13.9%
  • Renewable Energy
    6.7%
  • Electronic Equipment, Instruments & Components
    5.9%
  • Building Products
    5.0%
  • Construction Materials
    1.7%
  • Machinery
    1.5%
  • Chemicals
    1.5%
  • Construction & Engineering
    1.2%
  • Other
    4.7%

SMOG Sub-Industry Exposure

SMOG's largest sub-industry exposure is Electric Utilities at 27.8%, followed by Automobile Manufacturers at 20.7%.

  • Electric Utilities
    27.8%
  • Automobile Manufacturers
    20.7%
  • Heavy Electrical Equipment
    11.4%
  • Renewable Energy Equipment
    6.7%
  • Electronic Components
    5.6%
  • Building Products
    5.0%
  • Renewable Electricity
    4.8%
  • Electrical Components & Equipment
    2.5%
  • Construction Materials
    1.7%
  • Industrial Machinery & Supplies & Components
    1.5%
  • Other
    7.2%

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MarketBeat tracks VanEck Low Carbon Energy ETF holdings and portfolio composition, last updated on 8/29/2026.
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