GMOYX Holdings — GMO Resource Transition Fund
All 68 reported holdings of GMO Resource Transition Fund (GMOYX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| Darling Ingredients Inc | 6.26% | $12.12M |
| Albemarle Corp | 5.53% | $10.71M |
| Sociedad Quimica y Minera de Chile SA | 4.79% | $9.28M |
| Sunrun Inc | 4.43% | $8.58M |
| Bradespar SA | 4.14% | $8.02M |
| SolarEdge Technologies Inc | 3.73% | $7.22M |
| Array Technologies Inc | 3.64% | $7.05M |
| Anglo American PLC | 3.57% | $6.90M |
| Glencore PLC | 3.46% | $6.69M |
| Neste Oyj | 3.24% | $6.27M |
| NexGen Energy Ltd | 3.10% | $6.00M |
| First Quantum Minerals Ltd | 2.89% | $5.60M |
| GMO US Treasury Fund | 2.73% | $5.29M |
| Capstone Copper Corp | 2.71% | $5.25M |
| Klabin SA | 2.47% | $4.79M |
| Green Plains Inc | 2.38% | $4.61M |
| BHP Group Ltd | 2.32% | $4.49M |
| Ameresco Inc | 2.27% | $4.40M |
| Rio Tinto PLC | 2.25% | $4.36M |
| AGCO Corp | 2.22% | $4.29M |
| Freeport-McMoRan Inc | 1.76% | $3.42M |
| Suzano SA | 1.76% | $3.41M |
| Ivanhoe Mines Ltd | 1.73% | $3.35M |
| Vestas Wind Systems A/S | 1.51% | $2.93M |
| Veolia Environnement SA | 1.45% | $2.80M |
| Corteva Inc | 1.44% | $2.79M |
| Nextpower Inc | 1.28% | $2.49M |
| Bakkafrost P/F | 1.26% | $2.43M |
| Alcoa Corp | 0.95% | $1.83M |
| First Solar Inc | 0.93% | $1.81M |
| Advanced Drainage Systems Inc | 0.84% | $1.63M |
| Vale SA | 0.82% | $1.58M |
| Sao Martinho S/A | 0.78% | $1.51M |
| Henan Shenhuo Coal Industry & Electricity Power Co Ltd | 0.77% | $1.48M |
| Paladin Energy Ltd | 0.72% | $1.40M |
| SLC Agricola SA | 0.71% | $1.38M |
| CNH Industrial NV | 0.70% | $1.35M |
| Deere & Co | 0.69% | $1.34M |
| Austevoll Seafood ASA | 0.66% | $1.27M |
| Weyerhaeuser Co | 0.63% | $1.22M |
| Valmont Industries Inc | 0.61% | $1.19M |
| Clean Energy Fuels Corp | 0.60% | $1.17M |
| Western Mining Co Ltd | 0.55% | $1.07M |
| Kemira Oyj | 0.54% | $1.04M |
| Weatherford International PLC | 0.54% | $1.04M |
| Saipem SpA | 0.53% | $1.02M |
| DOF Group ASA | 0.51% | $982.50K |
| MMG Ltd | 0.50% | $973.92K |
| Mitsubishi Materials Corp | 0.50% | $965.28K |
| Enerflex Ltd | 0.46% | $890.36K |
| Tenaris SA | 0.46% | $890.16K |
| Noble Corp PLC | 0.40% | $780.86K |
| Valterra Platinum Ltd | 0.39% | $747.71K |
| Tgs Asa | 0.35% | $686.85K |
| SBM Offshore NV | 0.35% | $680.57K |
| CS Wind Corp | 0.35% | $673.95K |
| Halliburton Co | 0.33% | $633.25K |
| NOV Inc | 0.31% | $598.80K |
| Anaergia Inc | 0.30% | $578.64K |
| Cadeler A/S | 0.30% | $572.16K |
| Sibanye Stillwater Ltd | 0.29% | $570.92K |
| Aker Solutions ASA | 0.29% | $560.94K |
| State Street Global Advisors | 0.28% | $535.71K |
| Precision Drilling Corp | 0.27% | $527.15K |
| Largo Inc | 0.26% | $500.99K |
| Aemetis Inc | 0.14% | $271.11K |
| Gmo Ustf Sec Lending | 0.08% | $145.88K |
| Greenlane Renewables Inc | 0.02% | $47.45K |
GMOYX overview: performance, fees, allocation and SEC filings