8 Energy Transition ETFs With at Least $1bn in Assets
AUM data 22 October 2026 · Reviewed 5 September 2026
Electricity transmission infrastructure is one of the themes represented in the screen.
The screen identifies 8 funds in GSR’s US-listed energy-transition ETF universe with at least $1 billion in assets. They cover uranium and nuclear power, grid infrastructure, copper, rare earths and strategic metals, lithium and batteries, and clean energy.
The results compare fund size, annual fees and portfolio mandates. AUM measures the scale of the fund. It does not establish how diversified the holdings are, how cheaply the ETF can be traded or whether its exposure fits a particular portfolio.
TAN is excluded after Invesco reported fund market value of $884.53 million as of October 1, 2026, below the $1 billion threshold.
Screen rules
Universe: GSR’s Energy Transition ETFs list (68 funds); equity. Leveraged and inverse funds are excluded.
Pass condition: at least $1 billion in net assets. Ordered by fund size, largest first.
Data dates: AUM observations or retrievals span 22 October 2026. Individual sources and dates appear below.
8 ETFs that pass the screen
| Fund | AUM (USD) | Annual fee | Exposure |
|---|---|---|---|
| GRIDFirst Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund | $11.13B | 0.56% | Grid infrastructure |
| COPXGlobal X Copper Miners ETF | $6.33B | 0.65% | Copper miners |
| URAGlobal X Uranium ETF | $4.82B | 0.69% | Uranium and nuclear |
| NLRVanEck Uranium and Nuclear ETF | $3.08B | 0.52% | Nuclear value chain |
| ICLNiShares Global Clean Energy ETF | $2.05B | 0.38% | Global clean energy |
| URNMSprott Uranium Miners ETF | $1.65B | 0.75% | Uranium miners and physical uranium |
| REMXVanEck Rare Earth and Strategic Metals ETF | $1.50B | 0.53% | Rare earths and strategic metals |
| LITGlobal X Lithium & Battery Tech ETF | $1.24B | 0.75% | Lithium and batteries |
Annual fees use the reported total or net annual operating expense ratio, with any waiver noted in the fund profile. AUM is fund net assets in US dollars.
What the size screen shows
Nuclear exposure takes several forms. URA, NLR and URNM combine uranium businesses, electricity generators, equipment suppliers and physical uranium in different proportions. Their holdings show which parts of the industry dominate each portfolio.
The minerals funds serve wider markets. COPX, REMX and LIT connect to electrification through raw materials and batteries. Their businesses also depend on commodity cycles and demand from other industries. GSR’s rare earth stocks list compares the listed miners, processors and magnet makers in that sector.
Infrastructure and generation offer different businesses. GRID focuses on electricity networks and related equipment, while ICLN brings clean-power generation and technology into the results. Compare those mandates before using fund size to narrow the shortlist.
Fund profiles
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund (GRID)
GRID tracks the Nasdaq Clean Edge Smart Grid Infrastructure Index. It covers electricity-network equipment, controls and related infrastructure. At index evaluation, pure-play businesses receive 80% of index weight and diversified businesses 20%.1
The August holdings bring that infrastructure focus into view through Eaton, Schneider Electric, Johnson Controls, Quanta Services and ABB. Their equipment and project businesses connect the fund to network investment, while also serving wider industrial markets.
| Holding | % of net assets |
|---|---|
| Eaton Corporation Plc | 9.22% |
| Schneider Electric SE | 9.21% |
| Johnson Controls International Plc | 8.58% |
| Quanta Services | 7.88% |
| ABB Ltd | 7.78% |
Fee: Issuer fund overview, dated 2 February 2026. AUM: First Trust, as of 22 October 2026. Holdings: holdings source, 14 August 2026. Expense limitation of 0.70% applies through January 31, 2027, subject to the exclusions described by the issuer.
For more Electrical Grid investment options, see our Grid Equipment Stock List.
Global X Copper Miners ETF (COPX)
COPX follows the Solactive Global Copper Miners Total Return Index. It holds copper mining businesses worldwide, connecting the fund to the economics of producing a metal used in electricity networks, construction and manufacturing.2
The August portfolio includes Hudbay, BHP, Teck, First Quantum and KGHM among its largest positions. Mine costs, capital spending and country exposure help explain why returns can differ from copper prices.
| Holding | % of net assets |
|---|---|
| Hudbay Minerals Inc | 5.63% |
| BHP Group Ltd | 5.32% |
| Teck Resources Ltd | 5.25% |
| First Quantum Minerals Ltd | 5.18% |
| KGHM | 5.07% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: Global X, as of 22 October 2026. Holdings: holdings source, 13 August 2026.
Global X Uranium ETF (URA)
URA tracks the Solactive Global Uranium & Nuclear Components Total Return Index. Its remit includes uranium businesses and suppliers of nuclear components, covering both the fuel cycle and nuclear equipment.3
The August portfolio places Cameco alongside physical-uranium exposure and businesses developing mines or nuclear technology. Those holdings face different milestones: production and fuel prices for established suppliers, financing and commercial execution for developers.
| Holding | % of net assets |
|---|---|
| Cameco Corp | 22.06% |
| Sprott Physical Uranium Trust | 6.31% |
| Oklo Inc | 6.11% |
| NexGen Energy Ltd | 6.05% |
| Uranium Energy Corp | 4.93% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: Global X, as of 22 October 2026. Holdings: holdings source, 14 August 2026.
For more Uranium investment options, see our Uranium ETFs List and Uranium Stocks List.
VanEck Uranium and Nuclear ETF (NLR)
NLR tracks the MVIS Global Uranium & Nuclear Energy Index. It covers uranium mining, nuclear electricity generation, construction and engineering, and equipment and maintenance.4
Its August holdings include Constellation Energy, Cameco, Public Service Enterprise Group, BWX Technologies and Centrus Energy. Electricity sales, reactor services and fuel supply give this large nuclear fund several distinct earnings drivers.
| Holding | % of net assets |
|---|---|
| Constellation Energy Corp | 8.79% |
| Cameco Corp | 7.86% |
| Public Service Enterprise Group Inc | 6.46% |
| BWX Technologies Inc | 5.78% |
| Centrus Energy Corp | 5.63% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: VanEck, as of 22 October 2026. Holdings: holdings source, 13 August 2026. Expense limitation of 0.60% applies until at least May 1, 2027, subject to the exclusions described by the issuer.
For more Nuclear investment options, see our Uranium ETFs List and Nuclear Power Stocks List.
iShares Global Clean Energy ETF (ICLN)
ICLN follows the S&P Global Clean Energy Transition Index. Its presence in the $1bn screen adds a global clean-energy mandate alongside the nuclear and mining funds.5
The August portfolio combines First Solar, Nextpower and Enphase with Bloom Energy and China Yangtze Power among its largest holdings. Fund scale therefore coexists with meaningful exposure to individual equipment suppliers and electricity producers; the holdings weights show where that capital is invested.
| Holding | % of net assets |
|---|---|
| First Solar | 8.20% |
| NEXTPOWER INC CLASS A | 7.84% |
| BLOOM ENERGY CLASS A | 7.64% |
| CHINA YANGTZE POWER LTD A | 7.31% |
| Enphase Energy | 4.79% |
Fee: iShares Global Clean Energy ETF Summary Prospectus, dated 31 August 2026. AUM: iShares, as of 22 October 2026. Holdings: holdings source, 13 August 2026.
Sprott Uranium Miners ETF (URNM)
URNM follows the VettaFi Global Uranium Mining Index, which was renamed from the North Shore Global Uranium Mining Index on 30 April 2026. It combines uranium-related equities with vehicles holding physical uranium.6
The August holdings include Cameco, the Sprott Physical Uranium Trust, NexGen, Denison and Kazatomprom. The trust supplies direct exposure to uranium held in storage; the mining businesses add operating, development and financing risks.
| Holding | % of net assets |
|---|---|
| Cameco Corp | 19.54% |
| Sprott Physical Uranium Trust | 13.77% |
| NexGen Energy Ltd | 12.87% |
| Denison Mines Corp | 5.19% |
| NAC Kazatomprom JSC | 4.94% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: Sprott, as of 22 October 2026. Holdings: holdings source, 14 August 2026.
VanEck Rare Earth and Strategic Metals ETF (REMX)
REMX tracks the MVIS Global Rare Earth/Strategic Metals Index, covering businesses producing, refining or recycling rare earths and strategic minerals.7
The August portfolio includes lithium producers Albemarle and PLS alongside rare-earth businesses Lynas, China Northern Rare Earth and MP Materials. Investors seeking magnet-material exposure should account for the lithium and other strategic-metal businesses within the same fund.
| Holding | % of net assets |
|---|---|
| Albemarle Corp | 7.59% |
| PLS Group Ltd | 7.42% |
| Lynas Rare Earths Ltd | 7.10% |
| China Northern Rare Earth Group | 6.84% |
| MP Materials Corp | 6.61% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: VanEck, as of 22 October 2026. Holdings: holdings source, 12 August 2026. Expense limitation of 0.57% applies until at least May 1, 2027, subject to the exclusions described by the issuer.
Global X Lithium & Battery Tech ETF (LIT)
LIT tracks the Solactive Global Lithium Index, spanning lithium mining and refining through battery production.8
Its August portfolio places Rio Tinto alongside equipment, electronics and materials businesses such as NAURA, Panasonic, TDK and Albemarle. Lithium prices affect these parts of the chain differently: they are revenue for producers and a cost for downstream users.
| Holding | % of net assets |
|---|---|
| RIO TINTO PLC-SPON ADR | 22.74% |
| NAURA TECHNOLOGY GROUP CO-A | 6.58% |
| Panasonic Holdings Corporation | 6.20% |
| TDK CORP | 5.17% |
| Albemarle Corp | 5.04% |
Fee: Issuer fund overview, checked 2 October 2026. AUM: Global X, as of 22 October 2026. Holdings: holdings source, 21 August 2026.
For more Lithium investment options, see our Lithium Stocks List.
Screen limitations
A large asset base does not guarantee tight bid–ask spreads or sufficient trading depth for every order. The liquidity of an ETF’s underlying securities also matters, as Vanguard explains in its ETF liquidity research.9
These are thematic equity funds. Industry concentration, commodity cycles, interest rates, regulation and currency movements can affect their holdings. Owning several funds in this table may still leave substantial overlap. The screen does not measure that overlap or forecast returns.
The universe is GSR’s US-listed energy-transition ETF list. Asset figures have individual observation or retrieval dates, shown with their sources. Holdings have separate dates and may have changed. Prices and flows can move funds across the threshold.
Conclusion
The $1bn threshold narrows the list by fund size. Compare the index mandate and largest holdings next: these funds invest in different businesses even where their energy-transition themes overlap.
References
- First Trust, “First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund — fund overview,” Accessed 5 September 2026.
- Global X, “Global X Copper Miners ETF — fund overview,” Accessed 5 September 2026.
- Global X, “Global X Uranium ETF — fund overview,” Accessed 5 September 2026.
- VanEck, “VanEck Uranium and Nuclear ETF — fund overview,” Accessed 5 September 2026.
- iShares, “iShares Global Clean Energy ETF — fund overview,” Accessed 5 September 2026.
- Sprott, “Sprott Uranium Miners ETF — fund overview,” Accessed 5 September 2026.
- VanEck, “VanEck Rare Earth and Strategic Metals ETF — fund overview,” Accessed 5 September 2026.
- Global X, “Global X Lithium & Battery Tech ETF — fund overview,” Accessed 5 September 2026.
- Vanguard, published by Nasdaq, “The ABCs of ETF liquidity,” 4 March 2025.
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