Nomura Climate Solutions Fund reported 33 holdings worth US$127M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 26, 2026
Nomura Climate Solutions Fund reported 33 holdings worth US$127M as of Jun 30, 2026. Largest: Contemporary Amperex Technology Co., Limited Class A, Cummins Inc. and Schneider Electric Se. Filed Aug 26, 2026 (Form N-PORT).
- Holdings
- 33
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Contemporary Amperex Technology Co., Limited Class A | 88,526 | US$5.2M | 4.1% |
| Cummins Inc. | 7,242 | US$5.17M | 4.1% |
| Schneider Electric Se | 15,481 | US$5.07M | 4.0% |
| Ameren Corporation | 43,518 | US$4.92M | 3.9% |
| Edp Renewables Sa | 290K | US$4.68M | 3.7% |
| Nisource Inc | 96,491 | US$4.59M | 3.6% |
| Xcel Energy Inc. | 56,476 | US$4.54M | 3.6% |
| Kingspan Group Plc | 49,566 | US$4.53M | 3.6% |
| Cms Energy Corporation | 59,064 | US$4.52M | 3.6% |
| Anglo American Plc | 85,857 | US$4.21M | 3.3% |
| Nextera Energy, Inc. | 47,898 | US$4.2M | 3.3% |
| Holcim Ltd | 45,572 | US$4.11M | 3.2% |
| Crh Plc | 37,930 | US$4.06M | 3.2% |
| Valero Energy Corporation | 15,339 | US$3.99M | 3.1% |
| Darling Ingredients Inc. | 72,840 | US$3.98M | 3.1% |
| Steel Dynamics, Inc. | 16,851 | US$3.87M | 3.0% |
| Neste Corporation | 118K | US$3.86M | 3.0% |
| Sse Plc | 118K | US$3.81M | 3.0% |
| Clp Holdings Limited | 398K | US$3.72M | 2.9% |
| Shell Plc | 95,529 | US$3.7M | 2.9% |
| Nutrien Ltd. | 58,395 | US$3.68M | 2.9% |
| Waste Management, Inc. | 16,304 | US$3.63M | 2.9% |
| Rwe Ag | 55,596 | US$3.6M | 2.8% |
| Amazon.com, Inc. | 15,080 | US$3.59M | 2.8% |
| Weyerhaeuser Company | 150K | US$3.58M | 2.8% |
| Slb Limited | 76,978 | US$3.58M | 2.8% |
| West Fraser Timber Co. Ltd. | 51,670 | US$3.5M | 2.8% |
| First Solar, Inc. | 14,598 | US$3.44M | 2.7% |
| Cf Industries Holdings, Inc. | 30,896 | US$3.34M | 2.6% |
| Primoris Services Corporation | 32,110 | US$3.18M | 2.5% |
| Alcoa Corporation | 58,452 | US$3.05M | 2.4% |
| Jbs N.v. | 0 | US$0 | 0.00% |
| Itron, Inc. | 0 | US$0 | 0.00% |