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Holdings (Monthly) Guide ↗

GMO Climate Change Fund

· Gmo Trust
Monthly Holdings $626M AUM 105 positions Period Feb 2026 Filed Apr 29, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Darling Ingredients Inc 237266101 Feb 2026 762,532 $40.5M 6.48% EC
2 LG Chem Ltd 000000000 Feb 2026 97,436 $28.3M 4.53% EC
3 Albemarle Corp 012653101 Feb 2026 142,011 $25.4M 4.06% EC
4 SolarEdge Technologies Inc 83417M104 Feb 2026 641,226 $22.7M 3.63% EC
5 Sociedad Quimica y Minera de Chile SA 833635105 Feb 2026 281,883 $21.5M 3.44% EC
6 Sunrun Inc 86771W105 Feb 2026 1,542,218 $20.4M 3.27% EC
7 GMO US Treasury Fund 362013369 Feb 2026 3,256,786 $16.3M 2.61% EC
8 Vestas Wind Systems A/S 000000000 Feb 2026 636,899 $16.3M 2.60% EC
9 Array Technologies Inc 04271T100 Feb 2026 2,142,446 $16.2M 2.60% EC
10 Ameresco Inc 02361E108 Feb 2026 526,763 $16.0M 2.56% EC
11 Neste Oyj 000000000 Feb 2026 622,863 $15.6M 2.49% EC
12 Samsung SDI Co Ltd 000000000 Feb 2026 44,907 $14.6M 2.33% EC
13 NexGen Energy Ltd 65340P106 Feb 2026 1,085,613 $13.8M 2.21% EC
14 Valeo SE 000000000 Feb 2026 919,263 $13.3M 2.12% EC
15 Nexans SA 000000000 Feb 2026 85,343 $12.3M 1.96% EC
16 Green Plains Inc 393222104 Feb 2026 877,298 $12.0M 1.93% EC
17 Infineon Technologies AG 000000000 Feb 2026 216,136 $11.6M 1.86% EC
18 Veolia Environnement SA 000000000 Feb 2026 267,344 $11.3M 1.81% EC
19 Itron Inc 465741106 Feb 2026 100,121 $9.4M 1.50% EC
20 Advanced Drainage Systems Inc 00790R104 Feb 2026 52,955 $9.1M 1.45% EC
21 First Solar Inc 336433107 Feb 2026 41,124 $8.1M 1.30% EC
22 Hubbell Inc 443510607 Feb 2026 14,916 $7.6M 1.22% EC
23 BorgWarner Inc 099724106 Feb 2026 129,332 $7.4M 1.19% EC
24 AGCO Corp 001084102 Feb 2026 54,398 $7.4M 1.19% EC
25 Clean Energy Fuels Corp 184499101 Feb 2026 3,259,274 $7.4M 1.18% EC
26 Carrier Global Corp 14448C104 Feb 2026 113,452 $7.3M 1.17% EC
27 Knorr-Bremse AG 000000000 Feb 2026 55,017 $7.2M 1.15% EC
28 Schneider Electric SE 000000000 Feb 2026 21,907 $7.2M 1.14% EC
29 Landis+Gyr Group AG 000000000 Feb 2026 100,141 $6.8M 1.09% EC
30 Freeport-McMoRan Inc 35671D857 Feb 2026 99,093 $6.7M 1.08% EC
31 Klabin SA 000000000 Feb 2026 1,661,280 $6.7M 1.07% EC
32 Bakkafrost P/F 000000000 Feb 2026 127,901 $6.1M 0.98% EC
33 Nextpower Inc 65290E101 Feb 2026 57,617 $6.1M 0.97% EC
34 Axcelis Technologies Inc 054540208 Feb 2026 71,755 $5.9M 0.95% EC
35 Renesas Electronics Corp 000000000 Feb 2026 312,481 $5.9M 0.94% EC
36 Anglo American PLC 000000000 Feb 2026 112,730 $5.6M 0.90% EC
37 First Quantum Minerals Ltd 335934105 Feb 2026 186,405 $5.6M 0.89% EC
38 Corteva Inc 22052L104 Feb 2026 64,901 $5.2M 0.83% EC
39 EnerSys 29275Y102 Feb 2026 30,330 $5.0M 0.81% EC
40 Capstone Copper Corp 14071L108 Feb 2026 475,083 $4.9M 0.79% EC
41 Ivanhoe Mines Ltd 46579R104 Feb 2026 421,849 $4.8M 0.77% EC
42 Valmont Industries Inc 920253101 Feb 2026 9,982 $4.6M 0.73% EC
43 Austevoll Seafood ASA 000000000 Feb 2026 443,834 $4.6M 0.73% EC
44 ON Semiconductor Corp 682189105 Feb 2026 68,277 $4.5M 0.73% EC
45 TE Connectivity PLC 000000000 Feb 2026 18,616 $4.3M 0.68% EC
46 GS Yuasa Corp 000000000 Feb 2026 114,906 $4.1M 0.65% EC
47 Yokogawa Electric Corp 000000000 Feb 2026 100,039 $4.0M 0.64% EC
48 Ormat Technologies Inc 686688102 Feb 2026 37,282 $3.9M 0.62% EC
49 Kemira Oyj 000000000 Feb 2026 150,925 $3.7M 0.58% EC
50 Suzano SA 000000000 Feb 2026 316,431 $3.6M 0.57% EC
51 Goldwind Science & Technology Co Ltd 000000000 Feb 2026 1,747,448 $3.5M 0.55% EC
52 Mowi ASA 000000000 Feb 2026 145,822 $3.4M 0.55% EC
53 Alstom SA 000000000 Feb 2026 103,218 $3.4M 0.55% EC
54 STMicroelectronics NV 000000000 Feb 2026 99,029 $3.3M 0.53% EC
55 Weyerhaeuser Co 962166104 Feb 2026 126,292 $3.1M 0.50% EC
56 Acciona SA 000000000 Feb 2026 10,507 $3.0M 0.49% EC
57 Daikin Industries Ltd 000000000 Feb 2026 23,481 $3.0M 0.48% EC
58 Deere & Co 244199105 Feb 2026 4,636 $2.9M 0.47% EC
59 Owens Corning 690742101 Feb 2026 23,290 $2.8M 0.45% EC
60 CECEP Solar Energy Co Ltd 000000000 Feb 2026 3,317,060 $2.8M 0.45% EC
61 Edison International 281020107 Feb 2026 36,826 $2.8M 0.44% EC
62 Alcoa Corp 013872106 Feb 2026 43,821 $2.7M 0.43% EC
63 Northland Power Inc 666511100 Feb 2026 169,696 $2.7M 0.43% EC
64 Paladin Energy Ltd 000000000 Feb 2026 276,972 $2.6M 0.42% EC
65 E.ON SE 000000000 Feb 2026 113,331 $2.6M 0.42% EC
66 National Grid PLC 000000000 Feb 2026 139,643 $2.6M 0.42% EC
67 Energy Absolute PCL 000000000 Feb 2026 26,436,811 $2.6M 0.41% EC
68 CS Wind Corp 000000000 Feb 2026 68,624 $2.6M 0.41% EC
69 Orbia Advance Corp SAB de CV 000000000 Feb 2026 2,160,597 $2.5M 0.41% EC
70 EDP SA 000000000 Feb 2026 471,500 $2.5M 0.40% EC
71 Trane Technologies PLC 000000000 Feb 2026 5,424 $2.5M 0.40% EC
72 IGO Ltd 000000000 Feb 2026 407,488 $2.5M 0.40% EC
73 Enel SpA 000000000 Feb 2026 205,173 $2.5M 0.39% EC
74 BYD Co Ltd 000000000 Feb 2026 203,386 $2.5M 0.39% EC
75 ERG SpA 000000000 Feb 2026 82,736 $2.4M 0.39% EC
76 Endesa SA 000000000 Feb 2026 59,594 $2.4M 0.39% EC
77 CMOC Group Ltd 000000000 Feb 2026 786,566 $2.4M 0.39% EC
78 Kansai Electric Power Co Inc/The 000000000 Feb 2026 132,309 $2.4M 0.38% EC
79 Iberdrola SA 000000000 Feb 2026 100,456 $2.4M 0.38% EC
80 CNH Industrial NV 000000000 Feb 2026 190,676 $2.3M 0.37% EC
81 Consolidated Edison Inc 209115104 Feb 2026 20,422 $2.3M 0.37% EC
82 Exelon Corp 30161N101 Feb 2026 46,048 $2.3M 0.36% EC
83 Lifezone Metals Ltd 000000000 Feb 2026 460,000 $2.1M 0.34% EC
84 Redeia Corp SA 000000000 Feb 2026 113,085 $2.1M 0.34% EC
85 ROCKWOOL A/S 000000000 Feb 2026 58,018 $1.9M 0.31% EC
86 Cadeler A/S 000000000 Feb 2026 283,337 $1.8M 0.29% EC
87 Largo Inc 517097101 Feb 2026 1,008,392 $1.7M 0.27% EC
88 Rayonier Inc 754907103 Feb 2026 73,516 $1.6M 0.25% EC
89 Yutong Bus Co Ltd 000000000 Feb 2026 312,776 $1.4M 0.22% EC
90 Kernel Holding SA 000000000 Feb 2026 219,994 $1.3M 0.21% EC
91 Arcadis NV 000000000 Feb 2026 34,000 $1.2M 0.19% EC
92 Gevo Inc 374396406 Feb 2026 659,372 $1.2M 0.19% EC
93 Pentair PLC 000000000 Feb 2026 11,215 $1.1M 0.18% EC
94 Anaergia Inc 03253E206 Feb 2026 476,293 $768K 0.12% EC
95 Greenlane Renewables Inc 395332109 Feb 2026 1,925,700 $339K 0.05% EC
96 WAGA ENERGY 000000000 Feb 2026 114,522 $291K 0.05% DE
97 Aemetis Inc 00770K202 Feb 2026 166,973 $237K 0.04% EC
98 State Street Global Advisors 857492870 Feb 2026 206,079 $206K 0.03% STIV
99 Clean TeQ Water Ltd 000000000 Feb 2026 320,055 $83K 0.01% EC
100 Xuji Electric Co Ltd 000000000 Feb 2026 200 $929 0.00% EC
101 GrafTech International Ltd 384313607 Feb 2026 94 $653 0.00% EC
102 WAGA ENERGY 000000000 Feb 2026 114,522 $0 0.00% DE
103 GMK Norilskiy Nickel PAO 000000000 Feb 2026 7,221,500 $0 0.00% EC
104 PhosAgro PJSC 000000000 Feb 2026 120,856 $0 0.00% EC
105 PHOSAGRO PJSC 000000000 Feb 2026 2,335 $0 0.00% EC