# Portfolio overlap — CFWIX vs RKCIX

Comparing **Calvert Global Water Fund** (2026-03-31) and **Rockefeller Climate Solutions Fund** (2026-02-28).

- Shared positions: 16
- Calvert Global Water Fund covered by Rockefeller Climate Solutions Fund: 0.1305215870852066691538211539
- Rockefeller Climate Solutions Fund covered by Calvert Global Water Fund: 0.1305215870852066691538211539

## Calvert Global Water Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.027958 |  |
| AMERICAN WATER WRKS COMPANY | 0.018373 |  |
| SABESP(CIA SANEAM BASIC)SP ADR | 0.017649 |  |
| ESSENTIAL UTILITIES INC | 0.016947 |  |
| VEOLIA ENVIRONNE | 0.016721 |  |
| UNITED UTILITIES | 0.015832 |  |
| ECOLAB INC | 0.015769 |  |
| SEVERN TRENT | 0.015669 |  |
| WATERS CORP | 0.015664 |  |
| XYLEM INC | 0.015501 | ✓ |
| VERALTO CORP | 0.014855 | ✓ |
| SJW GROUP | 0.014717 |  |
| GUANGDONG INVESTMENTS LTD | 0.014579 |  |
| AMER STATES WATE | 0.014561 |  |
| COPASA MG - ORD | 0.014309 |  |
| CALIF WATER SRVC | 0.014290 |  |
| PENTAIR PLC | 0.013794 |  |
| BADGER METER INC | 0.013605 | ✓ |
| SANEPAR-UNIT | 0.013584 |  |
| HAWKINS INC | 0.013389 |  |
| WATTS WATER TECH INC CL A | 0.013115 |  |
| PENNON GRP PLC | 0.012988 |  |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.012822 |  |
| TETRA TECH INC | 0.012543 | ✓ |
| BJ ENT WATER | 0.012519 |  |
| SPIRAX GROUP PLC COMMON STOCK | 0.012335 |  |
| KURITA WATER INDUSTRIES LTD COMMON STOCK | 0.012069 |  |
| MIDDLESEX WATER CO | 0.011997 |  |
| KEMIRA OYJ | 0.011613 |  |
| AGUAS ANDINAS-A | 0.011378 |  |
| COWAY CO LTD | 0.011114 |  |
| RELIANCE WORLDWIDE CORP | 0.011088 |  |
| ACEA SPA | 0.010904 |  |
| CHINA WATER AFFA | 0.010583 |  |
| ORGANO CORP | 0.010532 | ✓ |
| FERGUSON ENTERPRISES INC | 0.010436 |  |
| ENERGY RECOVERY INC | 0.009900 |  |
| MUELLER INDUSTRIES INC | 0.009567 | ✓ |
| CORE & MAIN IN-A | 0.009064 |  |
| OTTER TAIL CORPORATION | 0.008981 |  |
| AECOM | 0.008803 |  |
| GEBERIT INTERNATINAL AG | 0.008740 |  |
| MASCO CORPORATION | 0.008701 |  |
| CHEMED CORP | 0.008552 |  |
| METAWATER CO LTD | 0.008544 |  |
| VALMONT INDUSTRIES INC | 0.008503 |  |
| SULZER AG-REG | 0.008405 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.008400 |  |
| MUELLER WATER PRODUCTS INC A | 0.008345 |  |
| EBARA CORP | 0.008308 |  |

## Rockefeller Climate Solutions Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STONEX GROUP INC | 0.044004 |  |
| MUELLER INDUSTRIES INC | 0.041422 | ✓ |
| SCHNEIDER ELECTR | 0.040295 |  |
| SSE PLC | 0.037690 |  |
| CHUBB LTD | 0.034499 |  |
| Halma PLC | 0.030354 | ✓ |
| BUREAU VERITAS S | 0.029441 |  |
| ESCO TECHNOLOGIES INC | 0.029016 |  |
| TELEDYNE TECHNOLOGIES INC | 0.027690 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.027035 |  |
| TE CONNECTIVITY PLC | 0.025506 |  |
| EUROFINS SCIENTIFIC SE (BEARER) | 0.025175 | ✓ |
| AAON INC | 0.024953 |  |
| DARLING INGREDIENTS INC | 0.024915 |  |
| GE VERNOVA LLC | 0.024353 |  |
| VERALTO CORP | 0.024123 | ✓ |
| SAINT GOBAIN | 0.023938 |  |
| TETRA TECH INC | 0.023080 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.021768 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.021216 |  |
| NEXTERA ENERGY INC | 0.020982 |  |
| TRIMBLE INC | 0.020400 | ✓ |
| CMS ENERGY CORP | 0.020218 | ✓ |
| REPUBLIC SVCS | 0.019672 |  |
| UL SOLUTIONS INC CL A | 0.019546 |  |
| WESCO INTL | 0.019200 |  |
| STANTEC INC | 0.019083 | ✓ |
| TOPBUILD CORP | 0.018779 |  |
| SMITH (AO) CORP | 0.018059 | ✓ |
| MIRION TECHNOLOGIES INC-A | 0.018027 |  |
| METTLER-TOLEDO INTL INC | 0.016812 |  |
| BADGER METER INC | 0.016779 | ✓ |
| SYNOPSYS INC | 0.016624 |  |
| LIMBACH HOLDINGS INC | 0.016495 |  |
| AGILENT TECHNOLOGIES INC | 0.016263 | ✓ |
| HITACHI LTD | 0.015877 |  |
| VESTAS WIND SYST | 0.015514 |  |
| ORGANO CORP | 0.015020 | ✓ |
| XYLEM INC | 0.012008 | ✓ |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.010753 |  |
| ROPER TECHNOLOGIES INC | 0.010741 | ✓ |
| NOVOZYMES A S | 0.010575 | ✓ |
| DSM-FIRMENICH AG | 0.010074 |  |
| BYD COMPANY LTD H | 0.009985 |  |
| BAKKAFROST P/F | 0.009867 |  |
| VERISK ANALYTICS INC | 0.008943 |  |
| ARRAY TECHNOLOGIES INC | 0.007102 |  |
| FIRST SOLAR INC | 0.003430 |  |
| ENPHASE ENERGY INC | 0.002698 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050753` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1121624/000141036826050753/0001410368-26-050753-index.htm>
- N-PORT (fund B) — accession `0001193125-26-189827` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000119312526189827/0001193125-26-189827-index.htm>

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