SMOG Holdings List

As of May 22, 2025

No.	Symbol	Name	% Weight	Shares
1	TSLA	Tesla, Inc.	10.34%	36,914
2	BME: IBE	Iberdrola, S.A.	8.01%	533,198
3	BIT: ENEL	Enel SpA	7.37%	977,718
4	HKG: 1211	BYD Company Limited	7.20%	150,000
5	NEE	NextEra Energy, Inc.	6.91%	125,590
6	XPEV	XPeng Inc.	3.88%	230,638
7	CPH: VWS	Vestas Wind Systems A/S	3.77%	300,196
8	LI	Li Auto Inc.	3.68%	156,328
9	RIVN	Rivian Automotive, Inc.	3.33%	255,033
10	FSLR	First Solar, Inc.	3.26%	25,389
11	ISE: KRX	Kingspan Group plc	2.76%	39,479
12	EBR	Centrais Elétricas Brasileiras S.A. - Eletrobrás	2.49%	412,987
13	OC	Owens Corning	2.47%	22,285
14	CPH: ORSTED	Ørsted A/S	2.06%	63,184
15	KRX: 006400	Samsung SDI Co., Ltd.	1.70%	17,564
16	STO: NIBE.B	NIBE Industrier AB (publ)	1.68%	482,360
17	NIO	NIO Inc.	1.61%	505,030
18	BLD	TopBuild Corp.	1.24%	5,369
19	HKG: 9863	Zhejiang Leapmotor Technology Co., Ltd.	1.22%	186,400
20	NZE: MEL	Meridian Energy Limited	1.20%	426,546
21	NZE: CEN	Contact Energy Limited	1.13%	250,526
22	CPH: ROCK.B	Rockwool A/S	1.05%	27,872
23	ENPH	Enphase Energy, Inc.	1.05%	33,627
24	BME: ANA	Acciona, S.A.	1.01%	8,061
25	TSX: NPI	Northland Power Inc.	0.96%	80,897
26	LCID	Lucid Group, Inc.	0.91%	415,138
27	ORA	Ormat Technologies, Inc.	0.90%	15,357
28	LON: JMAT	Johnson Matthey Plc	0.88%	43,725
29	ELI: EDPR	EDP Renováveis, S.A.	0.80%	100,696
30	BEPC	Brookfield Renewable Corporation	0.77%	33,392
31	IBP	Installed Building Products, Inc.	0.73%	5,748
32	CIG	Companhia Energética de Minas Gerais - CEMIG	0.73%	489,978
33	BE	Bloom Energy Corporation	0.72%	47,711
34	TYO: 6856	HORIBA, Ltd.	0.71%	12,384
35	LON: DRX	Drax Group plc	0.69%	98,356
36	ETR: NDX1	Nordex SE	0.67%	41,856
37	NZE: MCY	Mercury NZ Limited	0.67%	224,366
38	HKG: 3800	GCL Technology Holdings Limited	0.67%	7,420,000
39	ENS	EnerSys	0.66%	9,877
40	VIE: VER	VERBUND AG	0.66%	10,803
41	KRX: 009830	Hanwha Solutions Corporation	0.65%	32,726
42	ELP	Companhia Paranaense de Energia - COPEL	0.55%	77,124
43	SNSE: ENELAM	Enel Américas S.A.	0.53%	6,449,725
44	TAC	TransAlta Corporation	0.53%	71,562
45	HASI	HA Sustainable Infrastructure Capital, Inc.	0.52%	25,099
46	TPEX: 6121	Simplo Technology Co., Ltd.	0.52%	52,000
47	HKG: 0968	Xinyi Solar Holdings Limited	0.52%	2,032,000
48	HKG: 0916	China Longyuan Power Group Corporation Limited	0.50%	721,000
49	TSX: BLX	Boralex Inc.	0.48%	27,116
50	QS	QuantumScape Corporation	0.43%	131,217
51	SWX: LAND	Landis+Gyr Group AG	0.42%	8,207
52	HKG: 0257	China Everbright Environment Group Limited	0.42%	1,046,000
53	TSX: INE	Innergex Renewable Energy Inc.	0.41%	50,204
54	BIT: ERG	ERG S.p.A.	0.30%	18,577
55	RUN	Sunrun Inc.	0.27%	49,866
56	DQ	Daqo New Energy Corp.	0.20%	17,791
57	-KRW.CASH-		0.20%	333,826,880
58	PLUG	Plug Power Inc.	0.14%	213,219
59	-EUR.CASH-		0.04%	40,280
60	-SEK.CASH-		0.01%	123,002
61	-JPY.CASH-		0.00%	1
62	-CAD.CASH-		0.00%	n/a
63	--	Other/Cash	-0.05%	n/a
64	-USD.CASH-		-0.17%	-205,750

As of May 22, 2025

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