Titelia

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

RENTA 4 GESTORA, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
14.3M € including 14.2M € in equities, 99.1 %
Positions
34 in 15 countries
Top ten
51.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bloom Energy Corp 1.3M €9.24 %
2Industrie De Nora SpA 899.3K €6.28 %
3Sungrow Power Supply Co Ltd 809.1K €5.65 %
4Johnson Matthey PLC 706.8K €4.93 %
5Valterra Platinum Ltd 700.5K €4.89 %
6NEL ASA 650.2K €4.54 %
7Ballard Power Systems Inc 618.4K €4.31 %
8Weichai Power Co Ltd 609.8K €4.26 %
9LONGi Green Energy Technology Co Ltd 570.3K €3.98 %
10Samsung Electronics Co Ltd 506.6K €3.53 %
11Panasonic Holdings Corp. 505K €3.52 %
12Hyundai Motor Co 501K €3.50 %
13JinkoSolar Holding Co Ltd 487.9K €3.40 %
14Ceres Power Holdings PLC 474.6K €3.31 %
15Toyota Motor Corp. 459.9K €3.21 %
16Cummins Inc 443.3K €3.09 %
17Anglo American PLC 435.1K €3.04 %
18AGFA-Gevaert NV 412.3K €2.88 %
19Chemours Co/The 405.8K €2.83 %
20Kobe Steel Ltd 371.6K €2.59 %
21PowerCell Sweden AB 335.6K €2.34 %
22Hexagon Composites ASA 323.6K €2.26 %
233M Co 231.4K €1.61 %
24thyssenkrupp AG 231.2K €1.61 %
25ITM Power PLC 218.6K €1.53 %
26Air Liquide SA 161.1K €1.12 %
27Tkms AG& Co KGaA 157.7K €1.10 %
28Impact Coatings AB 156.4K €1.09 %
29Plug Power Inc 147.1K €1.03 %
30Hyster-Yale Inc 141.4K €0.99 %
31Hydrogenpro AS 121.2K €0.85 %
32Enapter AG 31K €0.22 %
33Cavendish Hydrogen ASA 31K €0.22 %
34Hexagon Purus ASA 24.3K €0.17 %

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Sector breakdown

  • Industrials 14.1 %
  • Consumer discretionary 6.8 %
  • Materials 4.2 %
  • Technology 3.6 %
  • 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

  • United States 19.0 %
  • United Kingdom 12.9 %
  • China 9.7 %
  • Japan 9.4 %
  • Norway 8.1 %
  • South Korea 7.1 %
  • Italy 6.3 %
  • South Africa 4.9 %
  • Canada 4.4 %
  • Hong Kong SAR China 4.3 %
  • Sweden 3.5 %
  • Cayman Islands 3.4 %
  • Other countries 7.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States62.7M €18.96 %
2United Kingdom41.8M €12.92 %
3China21.4M €9.71 %
4Japan31.3M €9.41 %
5Norway51.2M €8.10 %
6South Korea21M €7.09 %
7Italy1899.3K €6.33 %
8South Africa1700.5K €4.93 %
9Canada1618.4K €4.35 %
10Hong Kong SAR China1609.8K €4.29 %
11Sweden2491.9K €3.46 %
12Cayman Islands1487.9K €3.44 %
Cite this page

Titelia. "Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS/ARIEMA HIDROGENO". https://titelia.com/en/funds/ESFI5427-2