# Portfolio overlap — VEOAX vs RKCIX

Comparing **VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND** (2026-01-31) and **Rockefeller Climate Solutions Fund** (2026-02-28).

- Shared positions: 5
- VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND covered by Rockefeller Climate Solutions Fund: 0.1202713327267425622866491922
- Rockefeller Climate Solutions Fund covered by VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND: 0.1202713327267425622866491922

## VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.066652 |  |
| NEXTERA ENERGY INC | 0.058759 | ✓ |
| INFINEON TECH | 0.049805 |  |
| IBERDROLA SA | 0.048574 |  |
| NOVOZYMES-B SHS | 0.046552 |  |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.045191 |  |
| TE CONNECTIVITY | 0.044098 |  |
| SCHNEIDER ELECTR | 0.042086 | ✓ |
| TETRA TECH INC | 0.040830 | ✓ |
| ATLAS COPCO-A | 0.040626 |  |
| AUTODESK INC | 0.037981 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.037653 |  |
| POWER GRID CORP | 0.035312 |  |
| AECOM | 0.034693 |  |
| WEG SA | 0.030998 |  |
| YADEA GROUP HOLD | 0.030981 |  |
| SPIRAX-SARCO ENG | 0.030896 |  |
| AGCO CORP | 0.029755 |  |
| SHIMADZU CORP | 0.027896 |  |
| VALMONT INDUSTRIES INC | 0.027017 |  |
| HONGFA TECHNOL-A | 0.025890 |  |
| WASTE MANAGEMENT INC | 0.025610 |  |
| CRODA INTL. | 0.025132 |  |
| TRIMBLE INC | 0.021550 | ✓ |
| VESTAS WIND SYST | 0.021077 | ✓ |
| XIAMEN FARATRO-A | 0.016631 |  |
| Vanguard Market Liquidity Fund | 0.016595 |  |
| TRANE TECHNOLOGI | 0.015954 |  |
| VOLTRONIC POWER | 0.015484 |  |
| SILERGY | 0.009067 |  |
| IBERDROLA SA - INT (JAN 2026) | 0.000656 |  |

## 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 `0000313850-26-000062` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/313850/000031385026000062/0000313850-26-000062-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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