GCCAX holdings — GMO Climate Change Fund
GMO Climate Change Fund (GCCAX) held 113 positions with net assets of $680M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 34.7% of the fund, led by RUN, LG Chem Ltd, SEDG.
GCCAX top holdings
- RUN Sunrun Inc — 4.82% ($32.8M)
- LG Chem Ltd — 4.05% ($27.5M)
- SEDG SolarEdge Technologies Inc — 3.84% ($26.1M)
- ARRY Array Technologies Inc — 3.81% ($25.9M)
- DAR Darling Ingredients Inc — 3.80% ($25.8M)
- ALB Albemarle Corp — 3.49% ($23.7M)
- SQM Sociedad Quimica y Minera de Chile SA — 3.12% ($21.2M)
- AMRC Ameresco Inc — 2.79% ($19.0M)
- Contemporary Amperex Technology Co Ltd — 2.54% ($17.3M)
- ITRI Itron Inc — 2.41% ($16.4M)
- GPRE Green Plains Inc — 2.02% ($13.7M)
- NXT Nextpower Inc — 1.90% ($12.9M)
- Neste Oyj — 1.88% ($12.8M)
- Schneider Electric SE — 1.87% ($12.7M)
- FSLR First Solar Inc — 1.86% ($12.6M)
- NXE NexGen Energy Ltd — 1.84% ($12.5M)
- Valeo SE — 1.83% ($12.4M)
- Vestas Wind Systems A/S — 1.75% ($11.9M)
- Samsung SDI Co Ltd — 1.56% ($10.6M)
- CARR Carrier Global Corp — 1.46% ($9.92M)
- Nexans SA — 1.38% ($9.41M)
- Veolia Environnement SA — 1.36% ($9.27M)
- Klabin SA — 1.35% ($9.15M)
- BYD Co Ltd — 1.20% ($8.13M)
- Landis+Gyr Group AG — 1.18% ($8.04M)
What are GCCAX's top 10 holdings?
RUN (4.8%), LG Chem Ltd (4.0%), SEDG (3.8%), ARRY (3.8%), DAR (3.8%), ALB (3.5%), SQM (3.1%), AMRC (2.8%), Contemporary Amperex Technology Co Ltd (2.5%), ITRI (2.4%).
How many stocks are in GCCAX?
GMO Climate Change Fund reported 113 holdings as of May 31, 2026.
Share classes: GCCAX, GCCHX, GCCLX