Fund HoldingsRWC Asset Management LLP

Total Portfolio Value
$2.00B
Total Bought
$511.01M
Total Sold
$170.92M
Net Transaction
+$340.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
EXELON CORP(EXC)1,127,7752,326,843+1,199,06845,73187,5824.39%+41,851
CONSTELLATION ENERGY CORP(CEG)31,186221,312+190,1268,10949,5102.48%+41,401
NEXTERA ENERGY INC(NEE)163,015673,317+510,30213,78048,2702.42%+34,490
HUBBELL INC(HUBB)053,414+53,414022,3751.12%+22,375
EDISON INTL(EIX)129,861398,812+268,95111,31031,8411.59%+20,532
VISTRA CORP(VST)0143,341+143,341019,7620.99%+19,762
TE CONNECTIVITY PLC(TEL)0130,808+130,808018,7020.94%+18,702
UBER TECHNOLOGIES INC(UBER)000018,1520.91%+18,152
FIRST SOLAR INC(FSLR)095,012+95,012016,7450.84%+16,745
DOMINION ENERGY INC(D)267,392582,044+314,65215,45331,3491.57%+15,896
CLEARWAY ENERGY INC(CWEN)606,9101,249,232+642,32218,62032,4801.63%+13,860
PG&E CORP(PCG)000013,0350.65%+13,035
TECK RESOURCES LTD(TECK)0319,847+319,847012,9630.65%+12,963
PUBLIC SVC ENTERPRISE GRP IN(PEG)66,649219,967+153,3185,94618,5850.93%+12,639
AMERICAN ELEC PWR CO INC0131,601+131,601012,1380.61%+12,138
NXP SEMICONDUCTORS N V
COM
058,188+58,188012,0940.61%+12,094
NEXTERA ENERGY PARTNERS LP(XIFR)454,7451,364,442+909,69712,56024,2871.22%+11,727
GRUPO SUPERVIELLE S.A.0744,609+744,609011,2510.56%+11,251
XCEL ENERGY INC(XEL)0151,181+151,181010,2080.51%+10,208
SOUTHERN CO(SO)0120,483+120,48309,9180.50%+9,918
EXPEDIA GROUP INC(EXPE)00009,4520.47%+9,452
AMEREN CORP(AEE)0104,746+104,74609,3370.47%+9,337
SYSCO CORP(SYY)514,569646,737+132,16840,16749,4502.48%+9,282
NCL CORP LTD(NCLH)00009,0790.45%+9,079
DTE ENERGY CO(DTB)074,211+74,21108,9610.45%+8,961
JOHNSON & JOHNSON(JNJ)236,328326,297+89,96938,29947,1892.36%+8,890
CEMEX SAB DE CV(CX)05,862,677+5,862,677033,0651.66%+33,065
ORMAT TECHNOLOGIES INC(ORA)36,894165,599+128,7052,83911,2140.56%+8,376
AVISTA CORP(AVA)316,017538,517+222,50012,24619,7260.99%+7,480
WASTE MGMT INC DEL(WM)035,475+35,47507,1590.36%+7,159
KEURIG DR PEPPER INC(KDP)1,154,1791,553,095+398,91643,25949,8852.50%+6,627
MOLSON COORS BEVERAGE CO(TAP)634,093747,184+113,09136,47342,8292.15%+6,356
ALLIANT ENERGY CORP(LNT)0106,147+106,14706,2780.31%+6,278
SHIFT4 PMTS INC(FOUR)00005,8460.29%+5,846
AKAMAI TECHNOLOGIES INC(AKAM)00005,3110.27%+5,311
HP INC(HPQ)3,872,7864,419,796+547,010138,917144,2187.22%+5,301
AES CORP(AES)0370,023+370,02304,7620.24%+4,762
SHOPIFY INC(SHOP)00004,5910.23%+4,591
BLOCK INC(XYZ)00004,4660.22%+4,466
LI AUTO INC(LI)714,377945,715+231,33818,32422,6881.14%+4,364
UBER TECHNOLOGIES INC(UBER)0002,7667,0800.35%+4,315
ZOOM COMMUNICATIONS INC(ZM)049,767+49,76704,0610.20%+4,061
AUTODESK INC013,585+13,58504,0150.20%+4,015
WORKIVA INC(WK)00003,9260.20%+3,926
JUMIA TECHNOLOGIES AG439,7351,473,192+1,033,4572,3485,6280.28%+3,279
ENOVIS CORPORATION(ENOV)00003,1890.16%+3,189
TRANSMEDICS GROUP INC(TMDX)00002,7800.14%+2,780
TELECOM ARGENTINA SA(TEO)1,200,955931,538-269,4179,05511,7280.59%+2,673
AMERICAN WTR WKS CO INC NEW020,932+20,93202,6060.13%+2,606
LIBERTY MEDIA CORP DEL(SIRI)00002,5830.13%+2,583
REPLIGEN CORP(RGEN)00002,5650.13%+2,565
LEAR CORP(LEA)333,217410,908+77,69136,37138,9131.95%+2,542
PAYCHEX INC(PAYX)204,291213,103+8,81227,41429,8811.50%+2,467
VISTA ENERGY S.A.B. DE C.V.(VIST)0230,432+230,432012,4690.62%+12,469
APTIV PLC(APTV)036,441+36,44102,2040.11%+2,204
ESSENTIAL UTILS INC(WTRG)058,349+58,34902,1190.11%+2,119
LOMA NEGRA C I A S A MTN 141,736,6871,337,660-399,02713,99815,9720.80%+1,974
SHOALS TECHNOLOGIES GROUP IN(SHLS)0341,918+341,91801,8910.09%+1,891
RIVIAN AUTOMOTIVE INC(RIVN)0007,0578,6710.43%+1,614
SOUTHWEST AIRLS CO(LUV)00012,62913,9050.70%+1,277
BRIXMOR PPTY GROUP INC(BRX)984,6731,027,361+42,68827,43328,6021.43%+1,169
PG&E CORP(PCG)020,000+20,00009970.05%+997
RIVIAN AUTOMOTIVE INC(RIVN)00008940.04%+894
INFOSYS LTD(INFY)1,379,8201,439,629+59,80930,72931,5571.58%+828
LUMENTUM HLDGS INC(LITE)0004,0564,8750.24%+820
GRAN TIERRA ENERGY INC0772,507+772,50705,6880.28%+5,688
GRUPO FINANCIERO GALICIA S.A(GGAL)138,446105,733-32,7135,8276,5890.33%+762
MOBILEYE GLOBAL INC(MBLY)036,542+36,54207280.04%+728
SPOTIFY USA INC(SPOT)0007,9818,5150.43%+534
FEDERAL RLTY INVT TR NEW(FRT)209,547218,493+8,94624,09224,4601.23%+369
QIFU TECHNOLOGY INC(QFIN)42,16842,16801,2571,6180.08%+361
WAYFAIR INC(W)0005,8786,2250.31%+346
AMERICAN WTR CAP CORP(AWK)00019,41919,7620.99%+343
HF SINCLAIR CORP(DINO)09,472+9,47203320.02%+332
ABBVIE INC(ABBV)01,535+1,53502730.01%+273
NEW ORIENTAL ED & TECHNOLOGY(EDU)04,014+4,01402580.01%+258
TANDEM DIABETES CARE INC(TNDM)06,147+6,14702210.01%+221
SYNCHRONY FINANCIAL(SYF)7,0918,715+1,6243545660.03%+213
DROPBOX INC(DBX)0003,3843,5790.18%+195
DELTA AIR LINES INC DEL(DAL)5,7938,012+2,2192944850.02%+191
SUNRUN INC(RUN)241,689492,403+250,7144,3654,5550.23%+190
SOLAREDGE TECHNOLOGIES INC(SEDG)012,705+12,70501730.01%+173
ASCENDIS PHARMA A/S(ASND)0002,8782,9710.15%+92
ADVANCED ENERGY INDS(AEIS)0002,4302,5050.13%+75
BOSTON SCIENTIFIC CORP(BSX)2,7183,216+4982282870.01%+59
BRIDGEBIO PHARMA INC(BBIO)0002,6822,7310.14%+49
INTERPUBLIC GROUP COS INC9,78611,678+1,8923103270.02%+18
INSMED INC(INSM)3,0843,485+4012252410.01%+15
HOLOGIC INC2,6292,971+3422142140.01%0
ELI LILLY & CO(LLY)434487+533843760.02%-9
PDD HOLDINGS INC(PDD)00006740.03%+674
VERIZON COMMUNICATIONS INC(VZ)16,42416,863+4397386740.03%-63
FORD MTR CO(F)00005,6170.28%+5,617
PPL CAP FDG INC(PPL)0006,3596,2710.31%-87
JACKSON FINANCIAL INC(JXN)4,7603,986-7744343470.02%-87
BENTLEY SYS INC(BSY)0005,5255,4060.27%-119
TAL EDUCATION GROUP(TAL)91,05893,784+2,7261,0789400.05%-138
CYTOKINETICS INC(CYTK)0002,3332,1710.11%-162
IONIS PHARMACEUTICALS INC(IONS)0003,8413,6660.18%-175
SAREPTA THERAPEUTICS INC(SRPT)0006,1435,9460.30%-198
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