Titelia

Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS/ARIEMA HIDROGENO

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·34 declared positions · as of Dec 31, 2025

Original filing · Net assets 14.3M € · Ten largest lines: 52.1 % of the equity sleeve

Sector breakdown

  • Industrials 17.6 %
  • Materials 4.2 %
  • Technology 3.6 %
  • Consumer discretionary 3.2 %
  • Unattributed 71.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 19.0 %
  • GB 12.9 %
  • CN 9.7 %
  • JP 9.4 %
  • NO 8.1 %
  • KR 7.1 %
  • IT 6.3 %
  • ZA 4.9 %
  • CA 4.4 %
  • HK 4.3 %
  • SE 3.5 %
  • KY 3.4 %
  • Other countries 7.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US62.7M €18.96 %
GB41.8M €12.92 %
CN21.4M €9.71 %
JP31.3M €9.41 %
NO51.2M €8.10 %
KR21M €7.09 %
IT1899.3K €6.33 %
ZA1700.5K €4.93 %
CA1618.4K €4.35 %
HK1609.8K €4.29 %
SE2491.9K €3.46 %
KY1487.9K €3.44 %

Positions

CompanySharesValueWeight
Bloom Energy Corp 1.3M €9.24 %
Industrie De Nora SpA 899.3K €6.28 %
Sungrow Power Supply Co Ltd 809.1K €5.65 %
Johnson Matthey PLC 706.8K €4.93 %
Valterra Platinum Ltd 700.5K €4.89 %
NEL ASA 650.2K €4.54 %
Ballard Power Systems Inc 618.4K €4.31 %
Weichai Power Co Ltd 609.8K €4.26 %
LONGi Green Energy Technology Co Ltd 570.3K €3.98 %
Samsung Electronics Co Ltd 506.6K €3.53 %
Panasonic Holdings Corp. 505K €3.52 %
Hyundai Motor Co 501K €3.50 %
JinkoSolar Holding Co Ltd 487.9K €3.40 %
Ceres Power Holdings PLC 474.6K €3.31 %
Toyota Motor Corp. 459.9K €3.21 %
Cummins Inc 443.3K €3.09 %
Anglo American PLC 435.1K €3.04 %
AGFA-Gevaert NV 412.3K €2.88 %
Chemours Co/The 405.8K €2.83 %
Kobe Steel Ltd 371.6K €2.59 %
PowerCell Sweden AB 335.6K €2.34 %
Hexagon Composites ASA 323.6K €2.26 %
3M Co 231.4K €1.61 %
thyssenkrupp AG 231.2K €1.61 %
ITM Power PLC 218.6K €1.53 %
Air Liquide SA 161.1K €1.12 %
Tkms AG& Co KGaA 157.7K €1.10 %
Impact Coatings AB 156.4K €1.09 %
Plug Power Inc 147.1K €1.03 %
Hyster-Yale Inc 141.4K €0.99 %
Hydrogenpro ASA 121.2K €0.85 %
Enapter AG 31K €0.22 %
Cavendish Hydrogen ASA 31K €0.22 %
Hexagon Purus ASA 24.3K €0.17 %