Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SMOG vs ACES
Shared holdings
11
SMOG covered by ACES
16.26%
ACES covered by SMOG
16.26%
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.
SMOG (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEXTERA ENERGY INC | 7.94% | |
| TESLA INC | 7.14% | |
| IBERDROLA SA | 7.04% | |
| BYD COMPANY LTD H | 6.41% | |
| ENEL SPA | 6.34% | |
| VESTAS WIND SYST | 5.09% | |
| BLOOM ENERGY CORP CL A | 4.58% | |
| SAMSUNG SDI CO | 3.36% | |
| FIRST SOLAR INC | 2.99% | |
| ELETROBRAS-ADR | 2.84% | |
| RIVIAN AUTOMOTIVE INC | 2.38% | |
| NEXTRACKER INC CL A | 2.33% | |
| State Street Navigator Securities Lending Portfolio II | 2.24% | |
| NIO Inc. SPON ADS EACH REP 1 ORD SHS | 2.17% | |
| ORSTED A/S | 2.15% | |
| KINGSPAN GROUP | 2.11% | |
| LI AUTO INC ADR | 2.00% | |
| XPeng Inc. ADS | 1.79% | |
| CONTEMPORARY A-H | 1.57% | |
| Receive LG ENERGY SOLUTI Pay Overnight Rate -2.25 | 1.45% | |
| NIBE INDUSTRIE-B | 1.32% | |
| NORDEX SE | 1.27% | |
| OWENS CORNING INC | 1.23% | |
| ACCIONA SA | 1.22% | |
| ECOPRO BM CO LTD | 1.21% | |
| TOPBUILD CORP | 1.02% | |
| ORMAT TECHNOLOGIES INC | 0.96% | |
| Companhia Paranaense de Energia - COPEL ADR | 0.96% | |
| BROOKFIELD RENEW | 0.95% | |
| EDP RENOVAVEIS S | 0.92% | |
| ENERSYS INC | 0.92% | |
| CONTACT ENERGY | 0.79% | |
| NORTHLAND POWER | 0.77% | |
| MERIDIAN ENERGY | 0.77% | |
| HORIBA LTD | 0.74% | |
| ENPHASE ENERGY INC | 0.69% | |
| INSTALLED BUILDING PRODUCTS INC | 0.67% | |
| JOHNSON MATTHEY PLC COMMON STOCK | 0.65% | |
| Companhia Energetica De Minas Gerais SA SPN ADR REP 1 PRF (LVL 2) | 0.63% | |
| DRAX GROUP PLC | 0.58% | |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.57% | |
| QUANTUMSCAPE CORP A | 0.56% | |
| HANWHA SOLUTIONS | 0.53% | |
| GCL TECHNOLOGY H | 0.49% | |
| TRANSALTA CORP | 0.48% | |
| MERCURY NZ LTD | 0.47% | |
| VERBUND AG | 0.46% | |
| ROCKWOOL A/S-B | 0.46% | |
| ZHEJIANG LEAPMOT | 0.42% | |
| SUNRUN INC | 0.41% |
ACES (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALBEMARLE CORP | 7.32% | |
| ENPHASE ENERGY INC | 6.94% | |
| NEXTRACKER INC CL A | 5.95% | |
| Brookfield Renewable Partners LP | 5.75% | |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 5.61% | |
| NORTHLAND POWER | 5.55% | |
| ITRON INC | 4.92% | |
| ORMAT TECHNOLOGIES INC | 4.72% | |
| TESLA INC | 4.54% | |
| RIVIAN AUTOMOTIVE INC | 4.38% | |
| CLEARWAY ENERGY INC CL C | 4.25% | |
| FIRST SOLAR INC | 3.93% | |
| SUNRUN INC | 3.78% | |
| PLUG POWER INC | 3.29% | |
| ANDERSONS INC | 2.78% | |
| BORALEX INC -A | 2.75% | |
| EOS ENERGY ENTERPRISES INC | 1.95% | |
| AMER SUPERCONDTR | 1.88% | |
| LUCID GROUP INC | 1.72% | |
| WILLDAN GROUP IN | 1.69% | |
| ARRAY TECHNOLOGIES INC | 1.51% | |
| AMPRIUS TECHNOLOGIES INC | 1.46% | |
| REX AMERICAN RESOURCES CORP | 1.34% | |
| FLUENCE ENERGY INC | 1.33% | |
| XPLR INFRASTRUCTURE LP COMMON STOCK | 1.32% | |
| SHOALS TECHNOLOGIES GROUP INC | 1.29% | |
| AMERESCO INC-CL A | 1.29% | |
| T1 ENERGY INC | 1.26% | |
| GREEN PLAINS INC | 1.23% | |
| BALLARD POWER | 0.71% | |
| AMERICAN BATTERY TECHNOLOGY CO | 0.61% | |
| MICROVAST HOLDINGS INC | 0.59% | |
| GEVO INC | 0.56% | |
| CLEAN ENERGY FUELS CORP | 0.49% | |
| EVGO INC CL A | 0.46% | |
| ENERGY VAULT HOLDINGS INC A | 0.46% | |
| ASPEN AEROGELS INC | 0.34% | |
| State Street Institutional Treasury Plus Money Market Fund- Premier Class | 0.03% |
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