Redwheel Next Generation Power Infrastructure Fund (ECOAX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 6.28% of fund assets.
Redwheel Next Generation Power Infrastructure Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ECOAX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- Jun 1, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
6.28% | $14,690,419.14 | 919,453 |
|
-
Clearway Energy, Inc.
|
5.33% | $12,460,902.08 | 317,152 |
|
-
NEXTERA ENERGY INC
|
5.19% | $12,137,001.12 | 130,674 |
|
-
APPLIED MATERIALS INC /DE
|
4.81% | $11,248,388.60 | 57,334 |
|
-
DOMINION ENERGY, INC
|
4.71% | $11,007,112.82 | 178,051 |
|
-
ReNew Energy Global plc
|
4.19% | $9,804,932.70 | 2,140,815 |
|
-
APPLIED MATERIALS INC /DE
|
4.16% | $9,721,835.21 | 381,984 |
|
-
APPLIED MATERIALS INC /DE
|
4.08% | $9,528,747.70 | 874,328 |
|
-
EXELON CORP
|
4.06% | $9,480,075.84 | 193,392 |
|
-
ALGONQUIN POWER & UTILITIES CORP.
|
3.83% | $8,944,469.56 | 1,456,754 |
|
-
Constellation Energy Corp
|
3.71% | $8,683,558.00 | 31,096 |
|
-
APPLIED MATERIALS INC /DE
|
3.64% | $8,505,781.88 | 372,701 |
|
-
NATIONAL GRID PLC
|
3.31% | $7,730,926.98 | 459,691 |
|
-
APPLIED MATERIALS INC /DE
|
3.28% | $7,675,414.67 | 1,483,100 |
|
-
PUBLIC SERVICE ENTERPRISE GROUP INC
|
3.20% | $7,488,117.85 | 92,503 |
|
-
ORMAT TECHNOLOGIES, INC.
|
3.17% | $7,401,829.20 | 66,135 |
|
-
Brookfield Renewable Partners L.P.
|
3.05% | $7,130,240.64 | 218,451 |
|
-
APPLIED MATERIALS INC /DE
|
3.05% | $7,126,460.81 | 605,268 |
|
-
APPLIED MATERIALS INC /DE
|
3.05% | $7,123,186.63 | 7,123,187 |
|
-
APPLIED MATERIALS INC /DE
|
3.01% | $7,026,762.39 | 218,726 |
|
-
APPLIED MATERIALS INC /DE
|
2.48% | $5,802,065.50 | 1,076,705 |
|
-
AVISTA CORP
|
2.25% | $5,261,189.94 | 131,071 |
|
-
APPLIED MATERIALS INC /DE
|
2.05% | $4,802,145.33 | 31,363 |
|
-
APPLIED MATERIALS INC /DE
|
1.95% | $4,559,736.79 | 3,564,680 |
|
-
APPLIED MATERIALS INC /DE
|
1.95% | $4,556,937.35 | 554,300 |
|
-
APPLIED MATERIALS INC /DE
|
1.87% | $4,366,700.41 | 4,769,898 |
|
-
NORTHLAND POWER INC
|
1.75% | $4,086,887.44 | 244,364 |
|
-
BLADEX, INC.
|
1.65% | $3,856,317.01 | 146,880 |
|
-
Sunrun Inc.
|
1.63% | $3,799,050.96 | 280,166 |
|
-
APPLIED MATERIALS INC /DE
|
1.42% | $3,314,060.42 | 6,626,782 |
|
-
E.ON SE
|
1.13% | $2,645,064.40 | 121,153 |
|
-
APPLIED MATERIALS INC /DE
|
0.44% | $1,032,995.13 | 6,766,780 |
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