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BATT vs SMOG

Shared holdings
11
BATT covered by SMOG
25.35%
SMOG covered by BATT
25.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BATT (March 31, 2026)

SecurityWeight
P-Note Contemp Amp7.96%
BHP GROUP LTD6.83%
TESLA INC6.60%
BYD COMPANY LTD H6.42%
FREEPORT MCMORAN INC5.20%
Grupo Mexico S.A. de C.V. (Series B)2.61%
BLOOM ENERGY CORP CL A2.43%
TECK RESOURCES-B2.18%
ALBEMARLE CORP2.15%
TDK CORP2.13%
GANFENG LITHIU-H2.04%
LUNDIN MINING CORP1.92%
NIO Inc. SPON ADS EACH REP 1 ORD SHS1.89%
SAMSUNG SDI CO1.84%
GUANGZHOU TINC-A1.80%
PLS GROUP LTD1.77%
FIRST QUANTUM1.72%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')1.72%
RIVIAN AUTOMOTIVE INC1.67%
SUMITOMO MET MIN1.65%
RESONAC HOLDINGS1.65%
ANTOFAGASTA PLC1.63%
SOUTH32 LTD-DI1.58%
Receive LG ENERGY SOLUTI Pay Overnight Rate -2.251.56%
LI AUTO INC-A1.56%
ZHEJIANG HUAYO-A1.50%
XIAMEN TUNGSTE-A1.40%
ZHEJIANG LEAPMOT1.40%
TIANQI LITHIUM C1.35%
YADEA GROUP HOLD1.32%
MINERAL RESOURCE1.31%
ENERSYS INC1.29%
HUDBAY MINERALS1.25%
JIANGXI COPPER-A1.22%
VINFAST TRADING and INVESTMENT PTE LTD1.21%
ECOPRO BM CO LTD1.17%
MP MATERIALS CORP1.17%
Merdeka Battery Materials Tbk. PT1.15%
FRST AM-GV OB-X1.12%
IGO LTD1.09%
Sandfire Resources Ltd1.08%
WESTERN MINING-A1.07%
CNGR Advanced Material Co Ltd1.06%
UMICORE1.00%
CAPSTONE COPPER0.93%
QUANTUMSCAPE CORP A0.92%
MMG0.89%
BAIYIN NONFERR-A0.88%
VALE INDONESIA T0.87%
CHINA NONFERROUS0.84%

SMOG (March 31, 2026)

SecurityWeight
NEXTERA ENERGY INC7.94%
TESLA INC7.14%
IBERDROLA SA7.04%
BYD COMPANY LTD H6.41%
ENEL SPA6.34%
VESTAS WIND SYST5.09%
BLOOM ENERGY CORP CL A4.58%
SAMSUNG SDI CO3.36%
FIRST SOLAR INC2.99%
ELETROBRAS-ADR2.84%
RIVIAN AUTOMOTIVE INC2.38%
NEXTRACKER INC CL A2.33%
State Street Navigator Securities Lending Portfolio II2.24%
NIO Inc. SPON ADS EACH REP 1 ORD SHS2.17%
ORSTED A/S2.15%
KINGSPAN GROUP2.11%
LI AUTO INC ADR2.00%
XPeng Inc. ADS1.79%
CONTEMPORARY A-H1.57%
Receive LG ENERGY SOLUTI Pay Overnight Rate -2.251.45%
NIBE INDUSTRIE-B1.32%
NORDEX SE1.27%
OWENS CORNING INC1.23%
ACCIONA SA1.22%
ECOPRO BM CO LTD1.21%
TOPBUILD CORP1.02%
ORMAT TECHNOLOGIES INC0.96%
Companhia Paranaense de Energia - COPEL ADR0.96%
BROOKFIELD RENEW0.95%
EDP RENOVAVEIS S0.92%
ENERSYS INC0.92%
CONTACT ENERGY0.79%
NORTHLAND POWER0.77%
MERIDIAN ENERGY0.77%
HORIBA LTD0.74%
ENPHASE ENERGY INC0.69%
INSTALLED BUILDING PRODUCTS INC0.67%
JOHNSON MATTHEY PLC COMMON STOCK0.65%
Companhia Energetica De Minas Gerais SA SPN ADR REP 1 PRF (LVL 2)0.63%
DRAX GROUP PLC0.58%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC0.57%
QUANTUMSCAPE CORP A0.56%
HANWHA SOLUTIONS0.53%
GCL TECHNOLOGY H0.49%
TRANSALTA CORP0.48%
MERCURY NZ LTD0.47%
VERBUND AG0.46%
ROCKWOOL A/S-B0.46%
ZHEJIANG LEAPMOT0.42%
SUNRUN INC0.41%

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