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SmartETFs Smart Transportation & Technology (MOTO) ETF Holdings & Analysis
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What MOTO does
MOTO focuses on companies who apply modern technologies and business practices in development and production of transportation. The objective is to produce results for safer, cleaner, or connected transportation, transportation as a service or overall smart transportation. Companies must have more than 50% of their assets or revenues derived from these smart transportation objectives. MOTO also invests in technology companies whose products or services are used in transportation. Such companies may be involved in software, hardware or autonomous vehicle development. The fund is actively managed, investing in global companies of all market caps. The Adviser uses their own, independent research and applies traditional fundamental analysis in selecting stocks. The fund portfolio looks to hold around 35 positions in approximately equal weight. As of Dec. 1, 2025, the term SmartETFs in the funds name was replaced with Guinness Atkinson.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| TAIWAN SEMICONDUCTOR-SP ADR | 5.83% | |
| QUANTA SERVICES INC | 4.95% | |
| NVIDIA CORP | 4.70% | |
| ANALOG DEVICES INC | 4.64% | |
| AMPHENOL CORP-CL A | 4.59% | |
| ALPHABET INC-CL C | 4.04% | |
| INFINEON TECHNOLOGIES AG | 3.90% | |
| EATON CORP PLC | 3.88% | |
| SIEMENS AG-REG | 3.50% | |
| VOLVO AB-B SHS | 3.39% |
Sector allocation
| Technology | 45.57% |
| Consumer Cyclical | 24.90% |
| Industrials | 19.44% |
| Communication Services | 4.19% |
| Basic Materials | 3.49% |
| Consumer Defensive | 2.42% |
Geographic allocation
| Taiwan (Province of China) | 5.83% |
| United States | 42.56% |
| Germany | 12.68% |
| Ireland | 7.15% |
| Other | 8.22% |
| Netherlands | 3.08% |
| Korea (the Republic of) | 7.02% |
| Japan | 4.49% |
| Sweden | 2.36% |
| Hong Kong | 2.29% |
PortView Portfolio Insights
PortView analyzes how MOTO fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does MOTO track?
- MOTO is the SmartETFs Smart Transportation & Technology ETF, a Other ETF.
- What is the expense ratio of MOTO?
- Expense ratio data for MOTO is shown on the page when available from our data provider.
- What are the largest holdings in MOTO?
- Top holdings include TSM, PWR, NVDA, ADI, APH.
- How can PortView analyze MOTO overlap with other ETFs?
- PortView computes the holdings overlap between MOTO and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.