Holdings (Monthly)
Guide ↗
GMO Resource Transition Fund
· Gmo Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Darling Ingredients Inc | 237266101 | Feb 2026 | 270,600 | $14.4M | 7.97% | EC |
| 2 | Rio Tinto PLC | 000000000 | Feb 2026 | 135,113 | $13.4M | 7.42% | EC |
| 3 | Glencore PLC | 000000000 | Feb 2026 | 1,701,701 | $12.3M | 6.81% | EC |
| 4 | Albemarle Corp | 012653101 | Feb 2026 | 58,900 | $10.5M | 5.83% | EC |
| 5 | Bradespar SA | 000000000 | Feb 2026 | 1,858,565 | $9.0M | 4.99% | EP |
| 6 | Sociedad Quimica y Minera de Chile SA | 833635105 | Feb 2026 | 103,600 | $7.9M | 4.38% | EC |
| 7 | Anglo American PLC | 000000000 | Feb 2026 | 148,785 | $7.4M | 4.11% | EC |
| 8 | NexGen Energy Ltd | 65340P106 | Feb 2026 | 491,800 | $6.3M | 3.48% | EC |
| 9 | Neste Oyj | 000000000 | Feb 2026 | 219,884 | $5.5M | 3.04% | EC |
| 10 | SolarEdge Technologies Inc | 83417M104 | Feb 2026 | 149,600 | $5.3M | 2.93% | EC |
| 11 | Freeport-McMoRan Inc | 35671D857 | Feb 2026 | 66,800 | $4.5M | 2.52% | EC |
| 12 | Vale SA | 000000000 | Feb 2026 | 243,200 | $4.2M | 2.33% | EC |
| 13 | First Quantum Minerals Ltd | 335934105 | Feb 2026 | 132,300 | $4.0M | 2.19% | EC |
| 14 | Green Plains Inc | 393222104 | Feb 2026 | 275,100 | $3.8M | 2.09% | EC |
| 15 | Ameresco Inc | 02361E108 | Feb 2026 | 122,290 | $3.7M | 2.06% | EC |
| 16 | Array Technologies Inc | 04271T100 | Feb 2026 | 483,045 | $3.7M | 2.03% | EC |
| 17 | Sunrun Inc | 86771W105 | Feb 2026 | 273,715 | $3.6M | 2.01% | EC |
| 18 | Vestas Wind Systems A/S | 000000000 | Feb 2026 | 139,788 | $3.6M | 1.98% | EC |
| 19 | GMO US Treasury Fund | 362013369 | Feb 2026 | 702,834 | $3.5M | 1.95% | EC |
| 20 | Ivanhoe Mines Ltd | 46579R104 | Feb 2026 | 294,200 | $3.4M | 1.86% | EC |
| 21 | Capstone Copper Corp | 14071L108 | Feb 2026 | 324,900 | $3.4M | 1.86% | EC |
| 22 | AGCO Corp | 001084102 | Feb 2026 | 22,900 | $3.1M | 1.73% | EC |
| 23 | Veolia Environnement SA | 000000000 | Feb 2026 | 65,487 | $2.8M | 1.54% | EC |
| 24 | Corteva Inc | 22052L104 | Feb 2026 | 33,400 | $2.7M | 1.48% | EC |
| 25 | Klabin SA | 000000000 | Feb 2026 | 603,576 | $2.4M | 1.34% | EC |
| 26 | Bakkafrost P/F | 000000000 | Feb 2026 | 46,265 | $2.2M | 1.23% | EC |
| 27 | Advanced Drainage Systems Inc | 00790R104 | Feb 2026 | 11,100 | $1.9M | 1.05% | EC |
| 28 | Nextpower Inc | 65290E101 | Feb 2026 | 15,900 | $1.7M | 0.93% | EC |
| 29 | Tenaris SA | 000000000 | Feb 2026 | 60,414 | $1.7M | 0.92% | EC |
| 30 | Western Mining Co Ltd | 000000000 | Feb 2026 | 310,369 | $1.6M | 0.87% | EC |
| 31 | Henan Shenhuo Coal Industry & Electricity Power Co Ltd | 000000000 | Feb 2026 | 313,000 | $1.5M | 0.82% | EC |
| 32 | Suzano SA | 000000000 | Feb 2026 | 128,400 | $1.5M | 0.80% | EC |
| 33 | Austevoll Seafood ASA | 000000000 | Feb 2026 | 125,522 | $1.3M | 0.72% | EC |
| 34 | Clean Energy Fuels Corp | 184499101 | Feb 2026 | 548,520 | $1.2M | 0.69% | EC |
| 35 | Sao Martinho S/A | 000000000 | Feb 2026 | 350,100 | $1.2M | 0.68% | EC |
| 36 | First Solar Inc | 336433107 | Feb 2026 | 5,900 | $1.2M | 0.64% | EC |
| 37 | Helmerich & Payne Inc | 423452101 | Feb 2026 | 32,400 | $1.1M | 0.63% | EC |
| 38 | Weyerhaeuser Co | 962166104 | Feb 2026 | 46,500 | $1.1M | 0.63% | EC |
| 39 | Kemira Oyj | 000000000 | Feb 2026 | 46,884 | $1.1M | 0.63% | EC |
| 40 | Mitsubishi Materials Corp | 000000000 | Feb 2026 | 27,900 | $1.1M | 0.59% | EC |
| 41 | Valterra Platinum Ltd | 000000000 | Feb 2026 | 9,055 | $1.1M | 0.59% | EC |
| 42 | SBM Offshore NV | 000000000 | Feb 2026 | 26,811 | $1.0M | 0.57% | EC |
| 43 | Valmont Industries Inc | 920253101 | Feb 2026 | 2,120 | $975K | 0.54% | EC |
| 44 | DOF Group ASA | 000000000 | Feb 2026 | 72,098 | $959K | 0.53% | EC |
| 45 | Saipem SpA | 000000000 | Feb 2026 | 217,036 | $913K | 0.51% | EC |
| 46 | Enerflex Ltd | 29269R105 | Feb 2026 | 40,600 | $911K | 0.50% | EC |
| 47 | Largo Inc | 517097101 | Feb 2026 | 531,300 | $904K | 0.50% | EC |
| 48 | Liberty Energy Inc | 53115L104 | Feb 2026 | 30,200 | $848K | 0.47% | EC |
| 49 | Modec Inc | 000000000 | Feb 2026 | 9,700 | $834K | 0.46% | EC |
| 50 | Precision Drilling Corp | 74022D407 | Feb 2026 | 9,100 | $789K | 0.44% | EC |
| 51 | Paladin Energy Ltd | 000000000 | Feb 2026 | 81,600 | $778K | 0.43% | EC |
| 52 | Deere & Co | 244199105 | Feb 2026 | 1,160 | $730K | 0.40% | EC |
| 53 | CNH Industrial NV | 000000000 | Feb 2026 | 56,947 | $700K | 0.39% | EC |
| 54 | Technip Energies NV | 000000000 | Feb 2026 | 15,037 | $652K | 0.36% | EC |
| 55 | TGS ASA | 000000000 | Feb 2026 | 54,160 | $647K | 0.36% | EC |
| 56 | State Street Global Advisors | 857492870 | Feb 2026 | 566,138 | $566K | 0.31% | STIV |
| 57 | Anaergia Inc | 03253E206 | Feb 2026 | 273,200 | $441K | 0.24% | EC |
| 58 | Rayonier Inc | 754907103 | Feb 2026 | 19,094 | $410K | 0.23% | EC |
| 59 | GMO USTF SEC LENDING | 000000000 | Feb 2026 | 69,601 | $349K | 0.19% | EC |
| 60 | Vallourec SACA | 000000000 | Feb 2026 | 8,989 | $210K | 0.12% | EC |
| 61 | Aemetis Inc | 00770K202 | Feb 2026 | 78,519 | $111K | 0.06% | EC |
| 62 | Greenlane Renewables Inc | 395332109 | Feb 2026 | 290,754 | $51K | 0.03% | EC |