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CTEX vs SMOG

Shared holdings
7
CTEX covered by SMOG
13.30%
SMOG covered by CTEX
13.30%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CTEX (Feb. 28, 2026)

SecurityWeight
T1 ENERGY INC6.05%
GENERAC HOLDINGS INC4.75%
GE VERNOVA LLC4.73%
ENPHASE ENERGY INC4.60%
BLOOM ENERGY CORP CL A4.46%
CORNING INC3.93%
NEXTRACKER INC CL A3.49%
APPLIED MATERIALS INC3.46%
ARCOSA INC3.28%
ARRAY TECHNOLOGIES INC3.12%
SOLAREDGE TECHNOLOGIES INC3.06%
ORMAT TECHNOLOGIES INC2.90%
ENERGY VAULT HOLDINGS INC A2.84%
TENARIS SA SPON ADR2.82%
HYSTER-YALE MATERIALS HANDLING2.79%
JinkoSolar Holding Company Ltd.2.65%
CUMMINS INC2.63%
PLUG POWER INC2.51%
VALMONT INDUSTRIES INC2.48%
SUNPOWER INC A2.47%
FIRST SOLAR INC2.35%
Daqo New Energy Corp. SPON ADS EACH REP 5 ORD SHS2.25%
SHOALS TECHNOLOGIES GROUP INC2.23%
BALLARD POWER2.23%
AMER SUPERCONDTR2.19%
ADT INC2.11%
TESLA INC2.10%
GENIE ENERGY LTD B2.08%
SUNRUN INC2.07%
GIBRALTAR INDUSTRIES INC2.01%
CANADIAN SOLAR I2.01%
FLUENCE ENERGY INC1.91%
Invesco Government & Agency Portfolio, Institutional Class1.62%
ReNew Energy Global plc, Class A1.54%
EOS ENERGY ENTERPRISES INC1.27%
FTC SOLAR INC0.99%

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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