Mirova

Mirova as of Sept. 30, 2022

Portfolio Holdings for Mirova

Mirova holds 171 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 24.9 $148M 292k 507.19
Ecolab Common Stock (ECL) 14.0 $83M 577k 144.42
Sunrun Common Stock (RUN) 9.6 $57M 2.1M 27.59
Cgi Common Stock (GIB) 3.3 $20M 260k 75.68
Microsoft Corp Common Stock (MSFT) 2.0 $12M 51k 232.88
Lilly Eli & Co Common Stock (LLY) 1.5 $9.0M 28k 323.32
Waste Mgmt Inc Del Common Stock (WM) 1.4 $8.1M 51k 160.21
Union Pac Corp Common Stock (UNP) 1.2 $7.2M 37k 194.82
American Wtr Wks Common Stock (AWK) 1.2 $6.9M 53k 130.15
Mastercard Incorporated Common Stock (MA) 1.1 $6.4M 23k 284.33
Enphase Energy Common Stock (ENPH) 1.1 $6.3M 23k 277.44
Nvidia Corporation Common Stock (NVDA) 1.0 $6.2M 51k 121.37
Agco Corp Common Stock (AGCO) 1.0 $5.8M 61k 96.17
Tesla Common Stock (TSLA) 0.9 $5.1M 19k 265.21
Plug Power Common Stock (PLUG) 0.8 $4.8M 231k 21.01
Nextera Energy Common Stock (NEE) 0.8 $4.8M 62k 78.40
Visa Common Stock (V) 0.8 $4.8M 27k 177.64
International Flavors&fragra Common Stock (IFF) 0.7 $4.4M 49k 90.82
Colgate Palmolive Common Stock (CL) 0.7 $4.3M 61k 70.25
Stryker Corporation Common Stock (SYK) 0.7 $4.2M 21k 202.52
Lauder Estee Cos Common Stock (EL) 0.7 $4.2M 19k 215.85
Intuitive Surgical Common Stock (ISRG) 0.7 $4.1M 22k 187.40
Adobe Systems Incorporated Common Stock (ADBE) 0.7 $4.1M 15k 275.17
Nextera Energy Partners Common Stock (NEP) 0.7 $4.0M 56k 72.30
Itron Common Stock (ITRI) 0.7 $4.0M 95k 42.11
Salesforce Common Stock (CRM) 0.7 $4.0M 28k 143.83
General Mtrs Common Stock (GM) 0.7 $3.9M 122k 32.08
Darling Ingredients Common Stock (DAR) 0.6 $3.8M 57k 66.13
American Express Common Stock (AXP) 0.6 $3.7M 28k 134.90
Ansys Common Stock (ANSS) 0.6 $3.7M 17k 221.64
Procter And Gamble Common Stock (PG) 0.6 $3.6M 29k 126.22
Fluence Energy Common Stock (FLNC) 0.6 $3.6M 246k 14.59
Array Technologies Common Stock (ARRY) 0.6 $3.4M 208k 16.58
Sunnova Energy Intl Common Stock (NOVA) 0.6 $3.4M 155k 22.08
Godaddy Common Stock (GDDY) 0.6 $3.4M 48k 70.87
Shoals Technologies Group In Common Stock (SHLS) 0.6 $3.3M 155k 21.55
Prudential Finl Common Stock (PRU) 0.4 $2.6M 31k 85.77
Wolfspeed Common Stock (WOLF) 0.4 $2.6M 25k 103.32
Autodesk Common Stock (ADSK) 0.4 $2.6M 14k 186.74
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.4 $2.5M 83k 29.93
Bristol-myers Squibb Common Stock (BMY) 0.4 $2.5M 35k 71.09
Trimble Common Stock (TRMB) 0.4 $2.4M 45k 54.26
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.4 $2.4M 41k 57.63
Splunk Common Stock 0.4 $2.3M 30k 75.19
Avalonbay Cmntys Common Stock (AVB) 0.4 $2.2M 12k 184.12
Alexandria Real Estate Eq In Common Stock (ARE) 0.4 $2.2M 16k 140.14
Lululemon Athletica Common Stock (LULU) 0.4 $2.2M 7.8k 279.51
Xylem Common Stock (XYL) 0.4 $2.2M 25k 87.33
Workday Common Stock (WDAY) 0.4 $2.1M 14k 152.18
Tetra Tech Common Stock (TTEK) 0.4 $2.1M 16k 128.51
Home Depot Common Stock (HD) 0.3 $2.1M 7.5k 275.90
Idex Corp Common Stock (IEX) 0.3 $2.0M 10k 199.80
Ally Finl Common Stock (ALLY) 0.3 $2.0M 72k 27.82
First Solar Common Stock (FSLR) 0.3 $2.0M 15k 132.27
Chargepoint Holdings Common Stock (CHPT) 0.3 $2.0M 132k 14.75
S&p Global Common Stock (SPGI) 0.3 $1.9M 6.4k 305.34
Brookfield Renewable Corp Common Stock (BEPC) 0.3 $1.9M 59k 32.67
Eversource Energy Common Stock (ES) 0.3 $1.9M 24k 77.92
Oracle Corp Common Stock (ORCL) 0.3 $1.9M 30k 61.07
Bentley Sys Common Stock (BSY) 0.3 $1.8M 60k 30.58
Solaredge Technologies Common Stock (SEDG) 0.3 $1.8M 7.9k 231.34
Norfolk Southn Corp Common Stock (NSC) 0.3 $1.7M 8.3k 209.64
Welltower Common Stock (WELL) 0.3 $1.7M 27k 64.30
Netflix Common Stock (NFLX) 0.3 $1.7M 7.2k 235.42
Hain Celestial Group Common Stock (HAIN) 0.3 $1.7M 100k 16.88
Canadian Pac Ry Common Stock 0.3 $1.6M 24k 66.69
Comcast Corp Common Stock (CMCSA) 0.3 $1.6M 54k 29.32
Moodys Corp Common Stock (MCO) 0.3 $1.5M 6.3k 243.09
Abbott Labs Common Stock (ABT) 0.3 $1.5M 16k 96.71
Bloom Energy Corp Common Stock (BE) 0.3 $1.5M 75k 19.98
Elevance Health Common Stock (ELV) 0.3 $1.5M 3.3k 454.05
Farfetch Common Stock (FTCHF) 0.2 $1.5M 196k 7.45
Ebay Common Stock (EBAY) 0.2 $1.4M 39k 36.80
Pfizer Common Stock (PFE) 0.2 $1.4M 31k 43.75
Nike Common Stock (NKE) 0.2 $1.3M 16k 83.06
Abbvie Common Stock (ABBV) 0.2 $1.3M 9.9k 134.16
Lowes Cos Common Stock (LOW) 0.2 $1.3M 7.0k 187.75
Kimberly-clark Corp Common Stock (KMB) 0.2 $1.3M 12k 112.46
Essex Ppty Tr Common Stock (ESS) 0.2 $1.3M 5.2k 242.22
Rockwell Automation Common Stock (ROK) 0.2 $1.2M 5.7k 214.95
Twitter Common Stock 0.2 $1.2M 28k 43.82
Cigna Corp Common Stock (CI) 0.2 $1.2M 4.4k 277.40
Merck & Co Common Stock (MRK) 0.2 $1.2M 14k 86.08
Broadcom Common Stock (AVGO) 0.2 $1.1M 2.6k 443.71
Ameresco Common Stock (AMRC) 0.2 $1.1M 17k 66.47
Electronic Arts Common Stock (EA) 0.2 $1.1M 9.4k 115.68
Honest Common Stock (HNST) 0.2 $1.1M 308k 3.50
Booking Holdings Common Stock (BKNG) 0.2 $984k 599.00 1642.74
Edison Intl Common Stock (EIX) 0.2 $964k 17k 56.57
Servicenow Common Stock (NOW) 0.2 $944k 2.5k 377.60
Verisk Analytics Common Stock (VRSK) 0.2 $933k 5.5k 170.35
Advanced Micro Devices Common Stock (AMD) 0.1 $847k 13k 63.33
Humana Common Stock (HUM) 0.1 $843k 1.7k 484.76
American Tower Corp Common Stock (AMT) 0.1 $827k 3.9k 214.69
Biogen Common Stock (BIIB) 0.1 $792k 3.0k 266.94
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $786k 1.1k 688.87
Charter Communications Inc N Common Stock (CHTR) 0.1 $765k 2.5k 303.21
Nortonlifelock Common Stock (GEN) 0.1 $763k 38k 20.14
Mp Materials Corp Common Stock (MP) 0.1 $748k 27k 27.30
Danaher Corporation Common Stock (DHR) 0.1 $734k 2.8k 258.00
Target Corp Common Stock (TGT) 0.1 $722k 4.9k 148.25
Amgen Common Stock (AMGN) 0.1 $683k 3.0k 225.34
Neogenomics Common Stock (NEO) 0.1 $668k 78k 8.61
Truist Finl Corp Common Stock (TFC) 0.1 $664k 15k 43.48
Momentive Global Common Stock 0.1 $655k 113k 5.81
Us Bancorp Del Common Stock (USB) 0.1 $646k 16k 40.27
Prologis Common Stock (PLD) 0.1 $644k 6.3k 101.48
Centene Corp Del Common Stock (CNC) 0.1 $626k 8.0k 77.79
Vmware Common Stock 0.1 $616k 5.8k 106.34
Hca Healthcare Common Stock (HCA) 0.1 $603k 3.3k 183.56
Ballard Pwr Sys Common Stock (BLDP) 0.1 $589k 96k 6.15
Sysco Corp Common Stock (SYY) 0.1 $566k 8.0k 70.69
Expedia Group Common Stock (EXPE) 0.1 $561k 6.0k 93.62
Oatly Group Ab American Depository Receipt (OTLY) 0.1 $560k 213k 2.63
Crown Castle Common Stock (CCI) 0.1 $524k 3.6k 144.43
Omnicom Group Common Stock (OMC) 0.1 $499k 7.9k 62.99
Csx Corp Common Stock (CSX) 0.1 $489k 18k 26.61
Sun Life Financial Common Stock (SLF) 0.1 $479k 12k 39.94
Autozone Common Stock (AZO) 0.1 $473k 221.00 2140.27
Kroger Common Stock (KR) 0.1 $473k 11k 43.74
Telus Corporation Common Stock (TU) 0.1 $470k 24k 19.95
Unitedhealth Group Common Stock (UNH) 0.1 $453k 897.00 505.02
Illinois Tool Wks Common Stock (ITW) 0.1 $446k 2.5k 180.49
Equinix Common Stock (EQIX) 0.1 $439k 773.00 567.92
Moderna Common Stock (MRNA) 0.1 $421k 3.6k 118.06
Boston Properties Common Stock (BXP) 0.1 $420k 5.6k 74.81
Edwards Lifesciences Corp Common Stock (EW) 0.1 $414k 5.0k 82.50
Fortinet Common Stock (FTNT) 0.1 $407k 8.3k 49.05
Schwab Charles Corp Common Stock (SCHW) 0.1 $391k 5.4k 71.86
Morgan Stanley Common Stock (MS) 0.1 $388k 4.9k 78.86
Marsh & Mclennan Cos Common Stock (MMC) 0.1 $381k 2.6k 149.18
M & T Bk Corp Common Stock (MTB) 0.1 $362k 2.1k 175.90
Verizon Communications Common Stock (VZ) 0.1 $355k 9.4k 37.94
Bce Common Stock (BCE) 0.1 $352k 8.4k 41.87
Interpublic Group Cos Common Stock (IPG) 0.1 $300k 12k 25.55
Blackrock Common Stock (BLK) 0.0 $293k 534.00 548.69
News Corp Common Stock (NWSA) 0.0 $268k 18k 15.07
Resmed Common Stock (RMD) 0.0 $265k 1.2k 218.11
Fifth Third Bancorp Common Stock (FITB) 0.0 $256k 8.0k 31.90
Becton Dickinson & Co Common Stock (BDX) 0.0 $251k 1.1k 222.72
At&t Common Stock (T) 0.0 $242k 16k 15.30
Regions Financial Corp Common Stock (RF) 0.0 $239k 12k 20.07
Dexcom Common Stock (DXCM) 0.0 $237k 3.0k 80.28
Svb Financial Group Common Stock (SIVBQ) 0.0 $218k 652.00 334.36
Huntington Bancshares Common Stock (HBAN) 0.0 $201k 15k 13.18
Keysight Technologies Common Stock (KEYS) 0.0 $195k 1.2k 156.63
Digital Rlty Tr Common Stock (DLR) 0.0 $188k 1.9k 98.69
Keycorp Common Stock (KEY) 0.0 $187k 12k 16.01
Tractor Supply Common Stock (TSCO) 0.0 $184k 992.00 185.48
Ulta Beauty Common Stock (ULTA) 0.0 $183k 457.00 400.44
News Corp Common Stock (NWS) 0.0 $182k 12k 15.35
Genuine Parts Common Stock (GPC) 0.0 $182k 1.2k 148.57
Citrix Sys Common Stock 0.0 $176k 1.7k 103.83
Citizens Finl Group Common Stock (CFG) 0.0 $174k 5.1k 34.33
Aflac Common Stock (AFL) 0.0 $174k 3.1k 55.97
Agilent Technologies Common Stock (A) 0.0 $168k 1.4k 121.12
Perkinelmer Common Stock (RVTY) 0.0 $167k 1.4k 120.14
Keurig Dr Pepper Common Stock (KDP) 0.0 $162k 4.5k 35.71
Equity Residential Common Stock (EQR) 0.0 $160k 2.4k 66.97
Iqvia Hldgs Common Stock (IQV) 0.0 $158k 875.00 180.57
Biomarin Pharmaceutical Common Stock (BMRN) 0.0 $156k 1.8k 84.46
Signature Bk New York N Y Common Stock (SBNY) 0.0 $146k 971.00 150.36
Canadian Natl Ry Common Stock (CNI) 0.0 $145k 1.3k 107.89
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $139k 4.9k 28.48
International Business Machs Common Stock (IBM) 0.0 $136k 1.2k 118.16
V F Corp Common Stock (VFC) 0.0 $120k 4.0k 29.75
Viatris Common Stock (VTRS) 0.0 $113k 13k 8.46
Micron Technology Common Stock (MU) 0.0 $113k 2.3k 50.02
Dominion Energy Common Stock (D) 0.0 $110k 1.6k 69.05
Cme Group Common Stock (CME) 0.0 $104k 588.00 176.87
Sempra Common Stock (SRE) 0.0 $100k 669.00 149.48