Titelia

Holdings of Pictet - Clean Energy Transition

ISIN LU0280430405 · LU0280435388 · LU0280435461 · LU0312383663

Pictet Asset Management (Europe) S.A. · 43 declared positions · as of Sep 30, 2025

Fund report · Net assets 3.5B $ · Ten largest lines: 41.2 % of net assets · Fees at most 1.0 to 2.9 % depending on the share class (6) · Compare with another fund · Report an error

Positions

RankCompanyCurrencySharesValueWeight
1NEXTRACKER United StatesUSD2,263,882173M $5.02 %
2MARVELL TECHNOLOGY United StatesUSD1,860,634156.4M $4.54 %
3BROADCOM United StatesUSD471,943154.1M $4.47 %
4TRANE TECHNOLOGIES IrelandUSD360,314151.6M $4.39 %
5APPLIED MATERIALS United StatesUSD669,906139M $4.02 %
6NXP SEMICONDUCTORS NetherlandsUSD601,511136.3M $3.95 %
7LINDE IrelandUSD283,123135.2M $3.91 %
8EATON CORPORATION -NPV- IrelandUSD347,762128.6M $3.72 %
9XCEL ENERGY United StatesUSD1,534,579123.5M $3.58 %
10COMPAGNIE DE SAINT - GOBAIN FranceEUR1,148,164123M $3.56 %
11IBERDROLA SpainEUR6,522,016122.3M $3.54 %
12LATTICE SEMICONDUCTOR United StatesUSD1,621,053118.5M $3.43 %
13FIRST SOLAR United StatesUSD508,642113.2M $3.28 %
14R.W.E. GermanyEUR2,484,229109.5M $3.17 %
15TOPBUILD United StatesUSD276,843108.3M $3.13 %
16NVENT ELECTRIC United KingdomUSD1,043,492102.1M $2.96 %
17ASML HOLDING NetherlandsEUR94,64791.9M $2.66 %
18NEXTERA ENERGY United StatesUSD1,173,09889.1M $2.58 %
19INFINEON TECHNOLOGIES GermanyEUR2,271,75388M $2.55 %
20PTC United StatesUSD407,79983M $2.40 %
21ALLIANT ENERGY United StatesUSD1,239,04382.9M $2.40 %
22ON SEMICONDUCTOR United StatesUSD1,646,85081.6M $2.36 %
23MONOLITHIC POWER SYSTEMS United StatesUSD87,74080.2M $2.32 %
24EQUATORIAL ENERGIA BrazilBRL11,287,31678.8M $2.28 %
25ANALOG DEVICES United StatesUSD311,87477M $2.23 %
26CADENCE DESIGN SYSTEMS United StatesUSD219,29476.9M $2.23 %
27PICTET - SOVEREIGN SHORT-TERM MONEY MARKET USD - Z LuxembourgUSD439,62257M $1.65 %
28AUTODESK United StatesUSD176,57856.4M $1.63 %
29TESLA United StatesUSD121,22053.1M $1.54 %
30VESTAS WIND SYSTEMS DenmarkDKK2,646,14249M $1.42 %
31MODINE MANUFACTURING United StatesUSD321,20245.7M $1.32 %
32ASM INTERNATIONAL NetherlandsEUR70,67042.6M $1.23 %
33SYNOPSYS United StatesUSD86,49642.6M $1.23 %
34SCHNEIDER ELECTRIC S.A. FranceEUR125,69634.7M $1.00 %
35NEMETSCHEK GermanyEUR247,94131.9M $0.92 %
36ALBEMARLE United StatesUSD368,76130.6M $0.89 %
37SCOTTISH & SOUTHERN ENERGY United KingdomGBP1,282,10029.8M $0.86 %
38SHOALS TECHNOLOGIES GROUP United StatesUSD3,429,72326.1M $0.75 %
39ARRAY TECHNOLOGIES United StatesUSD2,574,57522.1M $0.64 %
40EDP RENOVAVEIS SpainEUR1,194,42715.7M $0.45 %
41SIKA SwitzerlandCHF50,10111.1M $0.32 %
42BELIMO SwitzerlandCHF6,2436.5M $0.19 %
43EVGO United StatesUSD848,6574M $0.11 %

Source: report published by Pictet - Clean Energy Transition.

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Country breakdown

  • United States 55.6 %
  • Ireland 11.9 %
  • Netherlands 7.8 %
  • Germany 6.6 %
  • France 4.5 %
  • Spain 4.0 %
  • United Kingdom 3.8 %
  • Brazil 2.3 %
  • Luxembourg 1.6 %
  • Denmark 1.4 %
  • Switzerland 0.5 %

Countries from the fund report. Weights in % of net assets.

Currency breakdown

  • USD 76.0 %
  • EUR 18.9 %
  • BRL 2.3 %
  • DKK 1.4 %
  • GBP 0.9 %
  • CHF 0.5 %

The quoted currency of each line, as declared.

Cite this page

Titelia. "Holdings of Pictet - Clean Energy Transition". https://titelia.com/en/funds/pictet-clean-energy-transition