NEXIX holdings — Shelton Sustainable Equity Fund

Shelton Sustainable Equity Fund (NEXIX) held 45 positions with net assets of $71.4M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 45.4% of the fund, led by ORA, HASI, BG.

NEXIX top holdings

  1. ORA ORMAT TECHNOLOGIES INC — 5.00% ($3.57M)
  2. HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC — 4.97% ($3.55M)
  3. BG BUNGE GLOBAL SA — 4.92% ($3.51M)
  4. ARMK ARAMARK — 4.91% ($3.51M)
  5. GZPZF GAZTRANSPORT ET TECHNIGAZ SA — 4.53% ($3.23M)
  6. SBGSF SCHNEIDER ELECTRIC SE — 4.41% ($3.15M)
  7. SMAWF SIEMENS AG — 4.41% ($3.15M)
  8. VRT VERTIV HOLDINGS COMPANY — 4.20% ($3.00M)
  9. DE DEERE & COMPANY — 4.18% ($2.98M)
  10. TDY TELEDYNE TECHNOLOGIES INC — 3.91% ($2.79M)
  11. CF CF INDUSTRIES HOLDINGS INC — 3.86% ($2.75M)
  12. FSLR FIRST SOLAR INC — 3.75% ($2.68M)
  13. JCI JOHNSON CONTROLS INTERNATIONAL PLC — 3.29% ($2.35M)
  14. ENS ENERSYS — 3.19% ($2.28M)
  15. VMI VALMONT INDUSTRIES INC — 2.91% ($2.08M)
  16. ONON ON HOLDING AG — 2.57% ($1.84M)
  17. CLH CLEAN HARBORS INC — 2.36% ($1.69M)
  18. CTVA CORTEVA INC — 2.19% ($1.57M)
  19. NXT NEXTPOWER INC — 2.19% ($1.56M)
  20. ACM AECOM — 2.12% ($1.52M)
  21. SEMHF SIEMENS HEALTHINEERS AG — 2.00% ($1.43M)
  22. XYL XYLEM INC — 1.99% ($1.42M)
  23. LEU CENTRUS ENERGY CORP — 1.97% ($1.41M)
  24. TT TRANE TECHNOLOGIES PLC — 1.90% ($1.35M)
  25. WTRG ESSENTIAL UTILITIES INC — 1.73% ($1.23M)

What are NEXIX's top 10 holdings?

ORA (5.0%), HASI (5.0%), BG (4.9%), ARMK (4.9%), GZPZF (4.5%), SBGSF (4.4%), SMAWF (4.4%), VRT (4.2%), DE (4.2%), TDY (3.9%).

How many stocks are in NEXIX?

Shelton Sustainable Equity Fund reported 45 holdings as of May 31, 2026.

Share classes: NEXIX, NEXTX

All ETF and mutual fund holdings