Mirova

Mirova as of Dec. 31, 2022

Portfolio Holdings for Mirova

Mirova holds 181 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 24.3 $155M 281k 550.69
Ecolab Common Stock (ECL) 13.3 $85M 584k 145.56
Sunrun Common Stock (RUN) 7.5 $48M 2.0M 24.02
Cgi Common Stock (GIB) 3.5 $22M 260k 86.14
Microsoft Corp Common Stock (MSFT) 2.1 $13M 55k 239.82
Agco Corp Common Stock (AGCO) 1.7 $11M 79k 138.69
Lilly Eli & Co Common Stock (LLY) 1.6 $11M 29k 365.84
Waste Mgmt Inc Del Common Stock (WM) 1.4 $9.1M 58k 156.88
American Wtr Wks Common Stock (AWK) 1.3 $8.6M 56k 152.42
Union Pac Corp Common Stock (UNP) 1.2 $7.9M 38k 207.07
Nvidia Corporation Common Stock (NVDA) 1.2 $7.8M 53k 146.14
International Flavors&fragra Common Stock (IFF) 1.0 $6.5M 62k 104.84
Colgate Palmolive Common Stock (CL) 0.9 $5.9M 75k 78.79
Visa Common Stock (V) 0.9 $5.8M 28k 207.76
Nextera Energy Common Stock (NEE) 0.9 $5.7M 68k 83.60
Lauder Estee Cos Common Stock (EL) 0.8 $5.3M 21k 248.11
Adobe Systems Incorporated Common Stock (ADBE) 0.8 $5.2M 16k 336.53
Mastercard Incorporated Common Stock (MA) 0.8 $5.2M 15k 347.73
Intuitive Surgical Common Stock (ISRG) 0.8 $5.2M 20k 265.35
Stryker Corporation Common Stock (SYK) 0.8 $5.2M 21k 244.49
Nextera Energy Partners Common Stock (NEP) 0.7 $4.7M 68k 70.09
Enphase Energy Common Stock (ENPH) 0.7 $4.7M 18k 264.96
Shoals Technologies Group In Common Stock (SHLS) 0.7 $4.5M 183k 24.67
General Mtrs Common Stock (GM) 0.7 $4.5M 133k 33.64
Procter And Gamble Common Stock (PG) 0.7 $4.4M 29k 151.56
American Express Common Stock (AXP) 0.7 $4.3M 29k 147.75
Fluence Energy Common Stock (FLNC) 0.7 $4.2M 247k 17.15
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.6 $4.1M 141k 28.98
Darling Ingredients Common Stock (DAR) 0.6 $4.0M 64k 62.59
Autodesk Common Stock (ADSK) 0.6 $3.9M 21k 186.87
Plug Power Common Stock (PLUG) 0.6 $3.8M 309k 12.37
Ansys Common Stock (ANSS) 0.6 $3.8M 16k 241.59
Itron Common Stock (ITRI) 0.6 $3.7M 73k 50.65
Salesforce Common Stock (CRM) 0.6 $3.7M 28k 132.59
Eversource Energy Common Stock (ES) 0.6 $3.6M 43k 83.84
Sunnova Energy Intl Common Stock (NOVA) 0.6 $3.6M 198k 18.01
Godaddy Common Stock (GDDY) 0.6 $3.5M 47k 74.82
Trimble Common Stock (TRMB) 0.5 $3.4M 68k 50.56
Bristol-myers Squibb Common Stock (BMY) 0.5 $3.3M 46k 71.95
Oracle Corp Common Stock (ORCL) 0.5 $3.3M 40k 81.74
Prudential Finl Common Stock (PRU) 0.5 $3.2M 32k 99.46
Home Depot Common Stock (HD) 0.5 $3.1M 9.9k 315.86
Xylem Common Stock (XYL) 0.5 $3.0M 27k 110.57
Splunk Common Stock 0.4 $2.8M 33k 86.09
Tetra Tech Common Stock (TTEK) 0.4 $2.8M 19k 145.19
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.4 $2.7M 43k 63.10
Bentley Sys Common Stock (BSY) 0.4 $2.6M 70k 36.96
S&p Global Common Stock (SPGI) 0.4 $2.6M 7.7k 334.94
Solaredge Technologies Common Stock (SEDG) 0.4 $2.4M 8.6k 283.27
Comcast Corp Common Stock (CMCSA) 0.4 $2.4M 69k 34.97
Workday Common Stock (WDAY) 0.4 $2.4M 14k 167.33
Alexandria Real Estate Eq In Common Stock (ARE) 0.4 $2.4M 16k 145.67
Abbott Labs Common Stock (ABT) 0.4 $2.4M 22k 109.79
Csx Corp Common Stock (CSX) 0.4 $2.3M 76k 30.98
Norfolk Southn Corp Common Stock (NSC) 0.4 $2.3M 9.3k 246.42
First Solar Common Stock (FSLR) 0.4 $2.2M 15k 149.79
Bloom Energy Corp Common Stock (BE) 0.3 $2.2M 115k 19.12
Moodys Corp Common Stock (MCO) 0.3 $2.1M 7.6k 278.62
Elevance Health Common Stock (ELV) 0.3 $2.1M 4.1k 512.97
Lululemon Athletica Common Stock (LULU) 0.3 $2.1M 6.5k 320.38
Hain Celestial Group Common Stock (HAIN) 0.3 $2.1M 128k 16.18
Avalonbay Cmntys Common Stock (AVB) 0.3 $2.1M 13k 161.52
Ebay Common Stock (EBAY) 0.3 $2.0M 49k 41.47
Edison Intl Common Stock (EIX) 0.3 $2.0M 32k 63.62
Kimberly-clark Corp Common Stock (KMB) 0.3 $1.9M 14k 135.75
Masco Corp Common Stock (MAS) 0.3 $1.9M 42k 46.67
Idex Corp Common Stock (IEX) 0.3 $1.9M 8.4k 228.33
Array Technologies Common Stock (ARRY) 0.3 $1.9M 98k 19.33
Wolfspeed Common Stock (WOLF) 0.3 $1.9M 27k 69.04
Ally Finl Common Stock (ALLY) 0.3 $1.8M 74k 24.45
Booking Holdings Common Stock (BKNG) 0.3 $1.8M 884.00 2015.28
Abbvie Common Stock (ABBV) 0.3 $1.8M 11k 161.61
Lowes Cos Common Stock (LOW) 0.3 $1.8M 8.9k 199.24
Cigna Corp Common Stock (CI) 0.3 $1.8M 5.3k 331.34
Pfizer Common Stock (PFE) 0.3 $1.8M 34k 51.24
Merck & Co Common Stock (MRK) 0.3 $1.7M 16k 110.95
Brookfield Renewable Corp Common Stock (BEPC) 0.3 $1.7M 63k 27.54
Chargepoint Holdings Common Stock (CHPT) 0.2 $1.5M 161k 9.53
Ameresco Common Stock (AMRC) 0.2 $1.4M 25k 57.14
V F Corp Common Stock (VFC) 0.2 $1.1M 41k 27.61
Advanced Micro Devices Common Stock (AMD) 0.2 $1.1M 17k 64.77
Humana Common Stock (HUM) 0.2 $1.1M 2.1k 512.19
Prologis Common Stock (PLD) 0.2 $1.1M 9.3k 112.73
Nike Common Stock (NKE) 0.2 $1.0M 8.7k 117.01
Us Bancorp Del Common Stock (USB) 0.2 $1.0M 23k 43.61
Biogen Common Stock (BIIB) 0.2 $1.0M 3.7k 276.92
Boston Properties Common Stock (BXP) 0.2 $1.0M 15k 67.58
Servicenow Common Stock (NOW) 0.2 $980k 2.5k 388.27
Hca Healthcare Common Stock (HCA) 0.2 $978k 4.1k 239.96
Kroger Common Stock (KR) 0.2 $974k 22k 44.58
American Tower Corp Common Stock (AMT) 0.2 $970k 4.6k 211.86
Netflix Common Stock (NFLX) 0.2 $963k 3.3k 294.88
Truist Finl Corp Common Stock (TFC) 0.1 $933k 22k 43.03
Honest Common Stock (HNST) 0.1 $926k 308k 3.01
Amgen Common Stock (AMGN) 0.1 $898k 3.4k 262.64
Danaher Corporation Common Stock (DHR) 0.1 $880k 3.3k 265.42
Charter Communications Inc N Common Stock (CHTR) 0.1 $817k 2.4k 339.10
Centene Corp Del Common Stock (CNC) 0.1 $812k 9.9k 82.01
Welltower Common Stock (WELL) 0.1 $804k 12k 65.55
Momentive Global Common Stock 0.1 $790k 113k 7.00
Mp Materials Corp Common Stock (MP) 0.1 $787k 32k 24.28
Neogenomics Common Stock (NEO) 0.1 $717k 78k 9.24
Vmware Common Stock 0.1 $711k 5.8k 122.76
Electronic Arts Common Stock (EA) 0.1 $703k 5.8k 122.18
Autozone Common Stock (AZO) 0.1 $686k 278.00 2466.18
Illinois Tool Wks Common Stock (ITW) 0.1 $635k 2.9k 220.30
Gen Digital Common Stock (GEN) 0.1 $627k 29k 21.43
Crown Castle Common Stock (CCI) 0.1 $627k 4.6k 135.64
Micron Technology Common Stock (MU) 0.1 $561k 11k 49.98
Sun Life Financial Common Stock (SLF) 0.1 $556k 12k 46.39
Verisk Analytics Common Stock (VRSK) 0.1 $552k 3.1k 176.42
Agilent Technologies Common Stock (A) 0.1 $538k 3.6k 149.65
Essex Ppty Tr Common Stock (ESS) 0.1 $522k 2.5k 211.92
Sempra Common Stock (SRE) 0.1 $515k 3.3k 154.54
Telus Corporation Common Stock (TU) 0.1 $454k 24k 19.28
M & T Bk Corp Common Stock (MTB) 0.1 $454k 3.1k 145.06
Schwab Charles Corp Common Stock (SCHW) 0.1 $449k 5.4k 83.26
Fortinet Common Stock (FTNT) 0.1 $406k 8.3k 48.89
Sysco Corp Common Stock (SYY) 0.1 $406k 5.3k 76.45
Omnicom Group Common Stock (OMC) 0.1 $403k 4.9k 81.57
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $403k 558.00 721.49
Morgan Stanley Common Stock (MS) 0.1 $403k 4.7k 85.02
Graphic Packaging Hldg Common Stock (GPK) 0.1 $401k 18k 22.25
Fifth Third Bancorp Common Stock (FITB) 0.1 $399k 12k 32.81
Aflac Common Stock (AFL) 0.1 $392k 5.4k 71.94
Viatris Common Stock (VTRS) 0.1 $386k 35k 11.13
Expedia Group Common Stock (EXPE) 0.1 $379k 4.3k 87.60
Marsh & Mclennan Cos Common Stock (MMC) 0.1 $379k 2.3k 165.48
Bce Common Stock (BCE) 0.1 $370k 8.4k 43.95
Verizon Communications Common Stock (VZ) 0.1 $367k 9.3k 39.40
Huntington Bancshares Common Stock (HBAN) 0.1 $354k 25k 14.10
Becton Dickinson & Co Common Stock (BDX) 0.1 $338k 1.3k 254.30
Interpublic Group Cos Common Stock (IPG) 0.1 $336k 10k 33.31
Regions Financial Corp Common Stock (RF) 0.1 $329k 15k 21.56
Moderna Common Stock (MRNA) 0.1 $320k 1.8k 179.62
Citizens Finl Group Common Stock (CFG) 0.1 $320k 8.1k 39.37
Chipotle Mexican Grill Common Stock (CMG) 0.0 $319k 230.00 1387.49
Westrock Common Stock (WRK) 0.0 $316k 9.0k 35.16
Perkinelmer Common Stock (RVTY) 0.0 $297k 2.1k 140.22
General Mls Common Stock (GIS) 0.0 $294k 3.5k 83.85
Genuine Parts Common Stock (GPC) 0.0 $287k 1.7k 173.51
Keycorp Common Stock (KEY) 0.0 $282k 16k 17.42
Evoqua Water Technologies Common Stock 0.0 $277k 7.0k 39.60
Public Svc Enterprise Grp In Common Stock (PEG) 0.0 $275k 4.5k 61.27
Rockwell Automation Common Stock (ROK) 0.0 $272k 1.1k 257.57
Crown Hldgs Common Stock (CCK) 0.0 $271k 3.3k 82.21
Broadcom Common Stock (AVGO) 0.0 $259k 464.00 559.13
Capital One Finl Corp Common Stock (COF) 0.0 $259k 2.8k 92.96
Keurig Dr Pepper Common Stock (KDP) 0.0 $254k 7.1k 35.66
Ppg Inds Common Stock (PPG) 0.0 $239k 1.9k 125.74
Cisco Sys Common Stock (CSCO) 0.0 $226k 4.7k 47.64
United Nat Foods Common Stock (UNFI) 0.0 $221k 5.7k 38.71
Molina Healthcare Common Stock (MOH) 0.0 $221k 668.00 330.22
Bank New York Mellon Corp Common Stock (BK) 0.0 $219k 4.8k 45.52
HP Common Stock (HPQ) 0.0 $214k 8.0k 26.87
Edwards Lifesciences Corp Common Stock (EW) 0.0 $214k 2.9k 74.61
Dexcom Common Stock (DXCM) 0.0 $214k 1.9k 113.24
State Str Corp Common Stock (STT) 0.0 $201k 2.6k 77.57
Comerica Common Stock (CMA) 0.0 $200k 3.0k 66.85
Iqvia Hldgs Common Stock (IQV) 0.0 $200k 975.00 204.89
Grainger W W Common Stock (GWW) 0.0 $199k 358.00 556.25
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $198k 6.4k 31.00
Paycom Software Common Stock (PAYC) 0.0 $196k 633.00 310.31
Hologic Common Stock (HOLX) 0.0 $192k 2.6k 74.81
Equity Residential Common Stock (EQR) 0.0 $191k 3.2k 59.00
Biomarin Pharmaceutical Common Stock (BMRN) 0.0 $191k 1.8k 103.49
Sensient Technologies Corp Common Stock (SXT) 0.0 $190k 2.6k 72.92
Eastman Chem Common Stock (EMN) 0.0 $187k 2.3k 81.44
Blackrock Common Stock (BLK) 0.0 $174k 245.00 708.63
Target Corp Common Stock (TGT) 0.0 $168k 1.1k 149.04
Canadian Natl Ry Common Stock (CNI) 0.0 $160k 1.3k 118.88
Canadian Pac Ry Common Stock 0.0 $143k 1.9k 74.59
Sunopta Common Stock (STKL) 0.0 $135k 16k 8.44
Equinix Common Stock (EQIX) 0.0 $127k 194.00 655.03
Sprouts Fmrs Mkt Common Stock (SFM) 0.0 $107k 3.3k 32.37
Cme Group Common Stock (CME) 0.0 $99k 588.00 168.16
Sweetgreen Common Stock (SG) 0.0 $86k 10k 8.57
Purecycle Technologies Common Stock (PCT) 0.0 $81k 12k 6.76
Kellogg Common Stock (K) 0.0 $71k 1.0k 71.24
Watts Water Technologies Common Stock (WTS) 0.0 $44k 300.00 146.23
Loop Inds Common Stock (LOOP) 0.0 $24k 10k 2.39