Titelia

Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS / MEDIO AMBIENTE

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·35 declared positions · as of Dec 31, 2025

Original filing · Net assets 3.7M € · Ten largest lines: 46.8 % of the equity sleeve

Sector breakdown

  • Industrials 14.4 %
  • Materials 9.2 %
  • Utilities 6.9 %
  • Technology 6.3 %
  • Financials 4.3 %
  • Health care 3.6 %
  • Unattributed 55.3 %

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 23.2 %
  • FR 14.3 %
  • ES 13.2 %
  • DE 10.8 %
  • GB 7.7 %
  • NO 6.8 %
  • SE 6.3 %
  • CN 5.3 %
  • CA 4.3 %
  • PT 3.5 %
  • FO 2.9 %
  • IT 0.9 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US8822.1K €23.24 %
FR5505.9K €14.31 %
ES4465.2K €13.15 %
DE3381.3K €10.78 %
GB2273.4K €7.73 %
NO3241.4K €6.82 %
SE3222.3K €6.29 %
CN1189K €5.34 %
CA1152K €4.30 %
PT2124.5K €3.52 %
FO1103.4K €2.92 %
IT132.4K €0.91 %

Positions

CompanySharesValueWeight
Spirax Group PLC 224.4K €6.00 %
Befesa SA 197.4K €5.27 %
Grenergy Renovables SA 196.3K €5.25 %
Contemporary Amperex Technology Co Ltd 189K €5.05 %
Lundin Mining Corp 152K €4.06 %
Siemens AG 150.2K €4.01 %
Clean Harbors Inc 145.1K €3.88 %
Vidrala SA 137.1K €3.66 %
Pentair PLC 136.5K €3.65 %
Veralto Corp 126K €3.37 %
Schneider Electric SE 125.7K €3.36 %
Smurfit Westrock PLC 124.4K €3.32 %
Atlas Copco AB 118.5K €3.17 %
Linde PLC 115.8K €3.09 %
Zaptec ASA 107.8K €2.88 %
Seche Environnement SACA 104.6K €2.80 %
Bakkafrost P/F 103.4K €2.76 %
Engie SA 102.8K €2.75 %
Veolia Environnement SA 87K €2.33 %
Air Liquide SA 85.9K €2.30 %
Iberdrola SA 83.2K €2.22 %
Waste Connections Inc 74.2K €1.98 %
Corticeira Amorim SGPS SA 70.2K €1.88 %
Epiroc AB 67.6K €1.81 %
Salmar ASA 67.5K €1.80 %
TOMRA Systems ASA 66K €1.76 %
American Water Works Co Inc 59.4K €1.59 %
EDP Renovaveis SA 54.3K €1.45 %
Antofagasta PLC 49K €1.31 %
ARTECHE LANTEGI ELKARTEA SA 48.6K €1.30 %
Republic Services Inc 40.6K €1.08 %
Alfa Laval AB 36.2K €0.97 %
Infineon Technologies AG 33.7K €0.90 %
Zignago Vetro SpA 32.4K €0.86 %
Corbion NV 24K €0.64 %