GMO Climate Change Fund
Registrant
GMO TRUST
Class tickers
GCCAX
GCCHX
GCCLX
Net Assets
$577,612,321
Holdings
37
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 37
Export CSV
Portfolio coverage: 37 of
108 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Darling Ingredients Inc | DAR | 401,296 | $26,593,886 | 4.60% | Long | EC | |
| Sunrun Inc | RUN | 2,419,418 | $20,734,412 | 3.59% | Long | EC | |
| Albemarle Corp | ALB | 144,772 | $19,539,877 | 3.38% | Long | EC | |
| Sociedad Quimica y Minera de Chile SA | SQM | 227,674 | $17,988,523 | 3.11% | Long | EC | |
| Itron Inc | ITRI | 170,221 | $16,513,139 | 2.86% | Long | EC | |
| Array Technologies Inc | ARRY | 3,461,246 | $15,298,707 | 2.65% | Long | EC | |
| NexGen Energy Ltd | NXE | 1,256,913 | $13,149,997 | 2.28% | Long | EC | |
| Green Plains Inc | GPRE | 877,298 | $12,676,956 | 2.19% | Long | EC | |
| Ameresco Inc | AMRC | 526,763 | $11,651,998 | 2.02% | Long | EC | |
| SolarEdge Technologies Inc | SEDG | 341,946 | $11,010,661 | 1.91% | Long | EC | |
| First Solar Inc | FSLR | 47,324 | $9,554,716 | 1.65% | Long | EC | |
| Nextpower Inc | NXT | 108,453 | $8,896,400 | 1.54% | Long | EC | |
| Carrier Global Corp | CARR | 152,552 | $8,881,577 | 1.54% | Long | EC | |
| Advanced Drainage Systems Inc | WMS | 63,755 | $8,653,466 | 1.50% | Long | EC | |
| AGCO Corp | AGCO | 54,398 | $6,435,827 | 1.11% | Long | EC | |
| Deere & Co | DE | 9,276 | $6,074,945 | 1.05% | Long | EC | |
| Corteva Inc | CTVA | 64,901 | $5,492,572 | 0.95% | Long | EC | |
| Clean Energy Fuels Corp | CLNE | 3,259,274 | $5,182,246 | 0.90% | Long | EC | |
| EnerSys | ENS | 26,830 | $4,932,964 | 0.85% | Long | EC | |
| Ormat Technologies Inc | ORA | 45,882 | $4,679,964 | 0.81% | Long | EC | |
| Primoris Services Corp | PRIM | 64,100 | $4,622,251 | 0.80% | Long | EC | |
| Freeport-McMoRan Inc | FCX | 45,993 | $3,483,510 | 0.60% | Long | EC | |
| Alcoa Corp | AA | 68,921 | $3,442,604 | 0.60% | Long | EC | |
| BorgWarner Inc | BWA | 46,232 | $2,966,245 | 0.51% | Long | EC | |
| Weyerhaeuser Co | WY | 126,292 | $2,951,444 | 0.51% | Long | EC | |
| Owens Corning | OC | 20,790 | $2,872,139 | 0.50% | Long | EC | |
| Consolidated Edison Inc | ED | 20,500 | $2,193,910 | 0.38% | Long | EC | |
| Valmont Industries Inc | VMI | 4,382 | $2,058,050 | 0.36% | Long | EC | |
| Eversource Energy | ES | 29,000 | $2,034,060 | 0.35% | Long | EC | |
| Exelon Corp | EXC | 46,048 | $2,013,219 | 0.35% | Long | EC | |
| MYR Group Inc | MYRG | 6,080 | $1,771,834 | 0.31% | Long | EC | |
| Edison International | EIX | 28,426 | $1,534,435 | 0.27% | Long | EC | |
| Gevo Inc | GEVO | 659,372 | $1,094,558 | 0.19% | Long | EC | |
| Largo Inc | LGO | 1,008,392 | $734,858 | 0.13% | Long | EC | |
| Aemetis Inc | AMTX | 166,973 | $312,240 | 0.05% | Long | EC | |
| Fervo Energy Co | FRVO | 17,041 | $262,091 | 0.05% | Long | EC | |
| Rayonier Inc | RYN | 1,416 | $29,028 | 0.01% | Long | EC |