GMO Climate Change Fund (GCCLX) is an MF managed by Independent / Boutique. Its largest position is DARLING INGREDIENTS INC. (DAR), representing 6.48% of fund assets.
GMO Climate Change Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- GCCLX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
DARLING INGREDIENTS INC.
|
6.48% | $40,536,201.12 | 762,532 |
|
-
LG CHEM LTD
|
4.53% | $28,332,239.25 | 97,436 |
|
-
ALBEMARLE CORP
|
4.06% | $25,373,105.37 | 142,011 |
|
-
SOLAREDGE TECHNOLOGIES, INC.
|
3.63% | $22,699,400.40 | 641,226 |
|
-
CHEMICAL & MINING CO OF CHILE INC
|
3.44% | $21,507,672.90 | 281,883 |
|
-
Sunrun Inc.
|
3.27% | $20,434,388.50 | 1,542,218 |
|
-
GMO US TREASURY FUND
|
2.61% | $16,316,496.35 | 3,256,786 |
|
-
VESTAS WIND SYSTEMS A/S
|
2.60% | $16,281,874.44 | 636,899 |
|
-
Array Technologies, Inc.
|
2.60% | $16,239,740.68 | 2,142,446 |
|
-
Ameresco, Inc.
|
2.56% | $16,045,200.98 | 526,763 |
|
-
NESTE OYJ
|
2.49% | $15,564,630.34 | 622,863 |
|
-
SAMSUNG SDI CO. LTD.
|
2.33% | $14,558,614.02 | 44,907 |
|
-
NexGen Energy Ltd.
|
2.21% | $13,848,221.25 | 1,085,613 |
|
-
VALEO SE
|
2.12% | $13,256,700.95 | 919,263 |
|
-
NEXANS SA
|
1.96% | $12,259,695.15 | 85,343 |
|
-
Green Plains Inc.
|
1.93% | $12,045,301.54 | 877,298 |
|
-
INFINEON TECHNOLOGIES AG
|
1.86% | $11,648,612.07 | 216,136 |
|
-
VEOLIA ENVIRONNEMENT SA
|
1.81% | $11,321,142.26 | 267,344 |
|
-
ITRON, INC.
|
1.50% | $9,406,367.95 | 100,121 |
|
-
ADVANCED DRAINAGE SYSTEMS, INC.
|
1.45% | $9,073,309.70 | 52,955 |
|
-
FIRST SOLAR, INC.
|
1.30% | $8,109,652.80 | 41,124 |
|
-
HUBBELL INC
|
1.22% | $7,631,473.08 | 14,916 |
|
-
BORGWARNER INC
|
1.19% | $7,445,643.24 | 129,332 |
|
-
AGCO CORP /DE
|
1.19% | $7,425,327.00 | 54,398 |
|
-
Clean Energy Fuels Corp.
|
1.18% | $7,365,959.24 | 3,259,274 |
|
-
CARRIER GLOBAL Corp
|
1.17% | $7,306,308.80 | 113,452 |
|
-
KNORR-BREMSE AG
|
1.15% | $7,200,968.94 | 55,017 |
|
-
SCHNEIDER ELECTRIC SE
|
1.14% | $7,159,422.29 | 21,907 |
|
-
LANDIS+GYR GROUP AG
|
1.09% | $6,836,498.37 | 100,141 |
|
-
FREEPORT-MCMORAN INC
|
1.08% | $6,746,251.44 | 99,093 |
|
-
KLABIN SA
|
1.07% | $6,662,619.10 | 1,661,280 |
|
-
BAKKAFROST P/F
|
0.98% | $6,133,042.44 | 127,901 |
|
-
Nextpower Inc.
|
0.97% | $6,055,546.70 | 57,617 |
|
-
AXCELIS TECHNOLOGIES INC
|
0.95% | $5,927,680.55 | 71,755 |
|
-
RENESAS ELECTRONICS CORPORATION
|
0.94% | $5,893,017.09 | 312,481 |
|
-
ANGLO AMERICAN PLC
|
0.90% | $5,624,388.88 | 112,730 |
|
-
FIRST QUANTUM MINERALS LTD
|
0.89% | $5,581,012.57 | 186,405 |
|
-
Corteva, Inc.
|
0.83% | $5,199,868.12 | 64,901 |
|
-
EnerSys
|
0.81% | $5,039,329.50 | 30,330 |
|
-
Capstone Copper Corp./ADR
|
0.79% | $4,914,351.48 | 475,083 |
|
-
IVANHOE MINES LTD.
|
0.77% | $4,824,489.13 | 421,849 |
|
-
VALMONT INDUSTRIES INC
|
0.73% | $4,591,021.26 | 9,982 |
|
-
AUSTEVOLL SEAFOOD ASA
|
0.73% | $4,584,723.81 | 443,834 |
|
-
ON SEMICONDUCTOR CORP
|
0.73% | $4,539,054.96 | 68,277 |
|
-
TE Connectivity plc
|
0.68% | $4,284,472.40 | 18,616 |
|
-
GS YUASA CORP
|
0.65% | $4,081,533.05 | 114,906 |
|
-
YOKOGAWA ELECTRIC CORPORATION
|
0.64% | $3,990,253.67 | 100,039 |
|
-
ORMAT TECHNOLOGIES, INC.
|
0.62% | $3,866,143.40 | 37,282 |
|
-
KEMIRA OYJ
|
0.58% | $3,657,354.61 | 150,925 |
|
-
SUZANO SA
|
0.57% | $3,580,024.97 | 316,431 |
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