Gmo Trust. Holdings as of May 31, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| Sunrun IncRUN | 4.82% | $32.77M | 1,960,218 |
| SolarEdge Technologies IncSEDG | 3.84% | $26.11M | 341,946 |
| Array Technologies IncARRY | 3.81% | $25.93M | 2,855,446 |
| Darling Ingredients IncDAR | 3.80% | $25.81M | 436,796 |
| Albemarle CorpALB | 3.49% | $23.71M | 134,372 |
| Sociedad Quimica y Minera de Chile SASQM | 3.12% | $21.24M | 247,374 |
| Ameresco IncAMRC | 2.79% | $18.95M | 526,763 |
| Itron IncITRI | 2.41% | $16.42M | 199,021 |
| Neste Oyj | 1.88% | $14.92M | 388,934 |
| Schneider Electric SE | 1.87% | $14.83M | 40,489 |
| Valeo SE | 1.83% | $14.50M | 807,416 |
| Green Plains IncGPRE | 2.02% | $13.75M | 877,298 |
| Nextpower IncNXT | 1.90% | $12.94M | 82,753 |
| First Solar IncFSLR | 1.86% | $12.62M | 41,124 |
| Nexans SA | 1.38% | $10.98M | 51,162 |
| Veolia Environnement SA | 1.36% | $10.81M | 229,668 |
| Landis+Gyr Group AG | 1.18% | $10.30M | 124,501 |
| Carrier Global CorpCARR | 1.46% | $9.92M | 155,252 |
| NexGen Energy LtdNXE | 1.84% | $9.09M | 1,085,613 |
| BorgWarner IncBWA | 1.18% | $8.00M | 111,332 |
| Knorr-Bremse AG | 0.98% | $7.75M | 55,017 |
| Advanced Drainage Systems IncWMS | 1.08% | $7.37M | 52,955 |
| Anglo American PLC | 0.80% | $7.32M | 101,565 |
| Ormat Technologies IncORA | 1.06% | $7.20M | 52,482 |
| GMO US Treasury Fund | 1.05% | $7.12M | 1,421,010 |
| TE Connectivity PLC | 1.01% | $6.88M | 32,216 |
| Clean Energy Fuels CorpCLNE | 0.98% | $6.65M | 3,259,274 |
| Sensata Technologies Holding PLC | 0.98% | $6.64M | 134,500 |
| Infineon Technologies AG | 0.78% | $6.19M | 55,982 |
| EnerSysENS | 0.90% | $6.12M | 26,830 |
| AGCO CorpAGCO | 0.90% | $6.11M | 54,398 |
| Primoris Services CorpPRIM | 0.77% | $5.25M | 41,700 |
| Valmont Industries IncVMI | 0.76% | $5.19M | 9,982 |
| Corteva IncCTVA | 0.75% | $5.08M | 64,901 |
| Deere & CoDE | 0.74% | $5.03M | 9,276 |
| CNH Industrial NV | 0.73% | $4.95M | 484,876 |
| Trane Technologies PLC | 0.72% | $4.90M | 10,864 |
| Owens CorningOC | 0.71% | $4.82M | 38,290 |
| Sika AG | 0.48% | $4.21M | 16,830 |
| Siemens AG | 0.53% | $4.20M | 11,482 |
| Kemira Oyj | 0.46% | $3.66M | 150,925 |
| Freeport-McMoRan IncFCX | 0.53% | $3.59M | 54,693 |
| Alcoa CorpAA | 0.50% | $3.40M | 43,821 |
| State Street Global AdvisorsCash or money market | 0.48% | $3.26M | 3,259,465 |
| Weyerhaeuser CoWY | 0.46% | $3.10M | 126,292 |
| National Grid PLC | 0.33% | $3.02M | 139,643 |
| Axcelis Technologies IncACLS | 0.43% | $2.91M | 19,355 |
| Endesa SA | 0.37% | $2.91M | 59,594 |
| Acciona SA | 0.36% | $2.89M | 8,631 |
| Capstone Copper CorpCSCCF | 0.58% | $2.84M | 360,083 |