Mirova

Mirova as of March 31, 2023

Portfolio Holdings for Mirova

Mirova holds 164 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 22.2 $154M 267k 576.37
Ecolab Common Stock (ECL) 9.8 $68M 410k 165.53
Enphase Energy Common Stock (ENPH) 7.0 $49M 231k 210.28
Sunrun Common Stock (RUN) 6.1 $42M 2.1M 20.15
Accenture Plc Ireland Common Stock (ACN) 4.6 $32M 112k 285.81
Cgi Common Stock (GIB) 3.8 $26M 275k 96.24
Microsoft Corp Common Stock (MSFT) 2.4 $16M 57k 288.30
Nvidia Corporation Common Stock (NVDA) 1.8 $12M 45k 277.77
Agco Corp Common Stock (AGCO) 1.5 $11M 78k 135.20
Lilly Eli & Co Common Stock (LLY) 1.4 $9.9M 29k 343.42
Waste Mgmt Inc Del Common Stock (WM) 1.4 $9.6M 59k 163.17
American Wtr Wks Common Stock (AWK) 1.3 $9.1M 62k 146.49
Visa Common Stock (V) 1.3 $8.7M 39k 225.46
Union Pac Corp Common Stock (UNP) 1.1 $7.9M 39k 201.26
Procter And Gamble Common Stock (PG) 1.1 $7.4M 50k 148.69
International Flavors&fragra Common Stock (IFF) 1.0 $7.1M 77k 91.96
Nextera Energy Common Stock (NEE) 1.0 $6.6M 86k 77.08
American Express Common Stock (AXP) 0.9 $6.6M 40k 164.95
Adobe Systems Incorporated Common Stock (ADBE) 0.9 $6.0M 16k 385.37
Stryker Corporation Common Stock (SYK) 0.8 $5.8M 20k 285.47
Mastercard Incorporated Common Stock (MA) 0.8 $5.4M 15k 363.41
Intuitive Surgical Common Stock (ISRG) 0.8 $5.4M 21k 255.47
Colgate Palmolive Common Stock (CL) 0.8 $5.3M 70k 75.15
Salesforce Common Stock (CRM) 0.8 $5.2M 26k 199.78
Lauder Estee Cos Common Stock (EL) 0.8 $5.2M 21k 246.46
General Mtrs Common Stock (GM) 0.7 $4.9M 133k 36.68
Ansys Common Stock (ANSS) 0.6 $4.4M 13k 332.80
Darling Ingredients Common Stock (DAR) 0.6 $4.3M 73k 58.40
Ebay Common Stock (EBAY) 0.6 $4.0M 90k 44.37
Trimble Common Stock (TRMB) 0.6 $3.9M 75k 52.42
Lkq Corp Common Stock (LKQ) 0.5 $3.7M 65k 56.76
Godaddy Common Stock (GDDY) 0.5 $3.7M 47k 77.72
Nextera Energy Partners Common Stock (NEP) 0.5 $3.6M 59k 60.75
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.5 $3.4M 120k 28.60
Lululemon Athletica Common Stock (LULU) 0.5 $3.4M 9.4k 364.19
Workday Common Stock (WDAY) 0.5 $3.3M 16k 206.54
Sunnova Energy Intl Common Stock (NOVA) 0.5 $3.3M 210k 15.62
Xylem Common Stock (XYL) 0.5 $3.2M 31k 104.70
Brookfield Renewable Corp Common Stock (BEPC) 0.5 $3.1M 90k 34.95
Eversource Energy Common Stock (ES) 0.4 $3.1M 39k 78.26
Servicenow Common Stock (NOW) 0.4 $3.0M 6.4k 464.72
Plug Power Common Stock (PLUG) 0.4 $3.0M 254k 11.72
Cyberark Software Common Stock (CYBR) 0.4 $2.9M 20k 147.98
Splunk Common Stock 0.4 $2.9M 30k 95.88
Shoals Technologies Group In Common Stock (SHLS) 0.4 $2.9M 126k 22.79
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.4 $2.9M 37k 76.99
Fluence Energy Common Stock (FLNC) 0.4 $2.8M 140k 20.25
First Solar Common Stock (FSLR) 0.4 $2.8M 13k 217.50
Tetra Tech Common Stock (TTEK) 0.4 $2.6M 18k 146.91
Bentley Sys Common Stock (BSY) 0.4 $2.6M 60k 42.99
Autodesk Common Stock (ADSK) 0.4 $2.5M 12k 208.16
Linde Common Stock (LIN) 0.3 $2.4M 6.8k 355.44
Idex Corp Common Stock (IEX) 0.3 $2.4M 10k 231.03
Wolfspeed Common Stock (WOLF) 0.3 $2.1M 33k 64.95
Array Technologies Common Stock (ARRY) 0.3 $2.1M 98k 21.88
Chipotle Mexican Grill Common Stock (CMG) 0.3 $2.1M 1.2k 1708.29
Abbott Labs Common Stock (ABT) 0.3 $2.1M 20k 101.26
Csx Corp Common Stock (CSX) 0.3 $2.0M 68k 29.94
Edison Intl Common Stock (EIX) 0.3 $1.9M 27k 70.59
Aptiv Common Stock (APTV) 0.3 $1.9M 17k 112.19
Norfolk Southn Corp Common Stock (NSC) 0.3 $1.9M 8.8k 212.00
Prudential Finl Common Stock (PRU) 0.3 $1.9M 22k 82.74
Oracle Corp Common Stock (ORCL) 0.3 $1.8M 20k 92.92
Avalonbay Cmntys Common Stock (AVB) 0.3 $1.8M 11k 168.06
Bristol-myers Squibb Common Stock (BMY) 0.3 $1.8M 25k 69.31
Chargepoint Holdings Common Stock (CHPT) 0.3 $1.7M 167k 10.47
Ball Corp Common Stock (BALL) 0.3 $1.7M 32k 55.11
Abbvie Common Stock (ABBV) 0.2 $1.7M 11k 159.37
Verizon Communications Common Stock (VZ) 0.2 $1.7M 43k 38.89
Bloom Energy Corp Common Stock (BE) 0.2 $1.7M 85k 19.93
Wabtec Common Stock (WAB) 0.2 $1.7M 16k 101.06
Merck & Co Common Stock (MRK) 0.2 $1.6M 16k 106.39
Packaging Corp Amer Common Stock (PKG) 0.2 $1.6M 12k 138.83
Masco Corp Common Stock (MAS) 0.2 $1.6M 32k 49.72
Ameresco Common Stock (AMRC) 0.2 $1.5M 31k 49.22
Omnicom Group Common Stock (OMC) 0.2 $1.5M 16k 94.34
Alexandria Real Estate Eq In Common Stock (ARE) 0.2 $1.5M 12k 125.59
Hain Celestial Group Common Stock (HAIN) 0.2 $1.5M 86k 17.15
International Paper Common Stock (IP) 0.2 $1.5M 40k 36.06
Marsh & Mclennan Cos Common Stock (MMC) 0.2 $1.4M 8.5k 166.55
Pfizer Common Stock (PFE) 0.2 $1.4M 34k 40.80
Westrock Common Stock (WRK) 0.2 $1.3M 43k 30.47
Elevance Health Common Stock (ELV) 0.2 $1.2M 2.6k 459.81
Itron Common Stock (ITRI) 0.2 $1.1M 20k 55.45
Danaher Corporation Common Stock (DHR) 0.1 $1.0M 4.1k 252.04
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $1.0M 1.2k 821.67
Mp Materials Corp Common Stock (MP) 0.1 $909k 32k 28.19
Solaredge Technologies Common Stock (SEDG) 0.1 $879k 2.9k 303.95
The Cigna Group Common Stock (CI) 0.1 $878k 3.4k 255.53
Public Svc Enterprise Grp In Common Stock (PEG) 0.1 $877k 14k 62.45
Welltower Common Stock (WELL) 0.1 $865k 12k 71.69
Amgen Common Stock (AMGN) 0.1 $808k 3.3k 241.75
Shaw Communications Common Stock 0.1 $705k 24k 29.88
Humana Common Stock (HUM) 0.1 $688k 1.4k 485.46
Hca Healthcare Common Stock (HCA) 0.1 $678k 2.6k 263.68
General Mls Common Stock (GIS) 0.1 $665k 7.8k 85.46
Moderna Common Stock (MRNA) 0.1 $656k 4.3k 153.58
Neogenomics Common Stock (NEO) 0.1 $640k 37k 17.41
Edwards Lifesciences Corp Common Stock (EW) 0.1 $633k 7.7k 82.73
Aflac Common Stock (AFL) 0.1 $631k 9.8k 64.52
Agilent Technologies Common Stock (A) 0.1 $620k 4.5k 138.34
Prologis Common Stock (PLD) 0.1 $608k 4.9k 124.77
Rogers Communications Common Stock (RCI) 0.1 $593k 13k 46.29
Equitable Hldgs Common Stock (EQH) 0.1 $561k 22k 25.39
Graphic Packaging Hldg Common Stock (GPK) 0.1 $561k 22k 25.49
Dexcom Common Stock (DXCM) 0.1 $544k 4.7k 116.18
American Tower Corp Common Stock (AMT) 0.1 $542k 2.7k 204.34
Evoqua Water Technologies Common Stock 0.1 $520k 11k 49.72
Crown Hldgs Common Stock (CCK) 0.1 $518k 6.3k 82.71
Gilead Sciences Common Stock (GILD) 0.1 $480k 5.8k 82.97
Pentair Common Stock (PNR) 0.1 $475k 8.6k 55.27
Fortinet Common Stock (FTNT) 0.1 $475k 7.1k 66.46
Biogen Common Stock (BIIB) 0.1 $470k 1.7k 278.03
Becton Dickinson & Co Common Stock (BDX) 0.1 $447k 1.8k 247.54
Lumen Technologies Common Stock (LUMN) 0.1 $440k 166k 2.65
Boston Scientific Corp Common Stock (BSX) 0.1 $435k 8.7k 50.03
Roper Technologies Common Stock (ROP) 0.1 $433k 982.00 440.69
Centene Corp Del Common Stock (CNC) 0.1 $425k 6.7k 63.21
Canadian Natl Ry Common Stock (CNI) 0.1 $412k 3.5k 117.97
Sun Life Financial Common Stock (SLF) 0.1 $406k 8.7k 46.65
Canadian Pac Ry Common Stock 0.1 $401k 5.2k 76.94
Telus Corporation Common Stock (TU) 0.1 $397k 20k 19.82
Resmed Common Stock (RMD) 0.1 $381k 1.7k 218.99
Essex Ppty Tr Common Stock (ESS) 0.0 $307k 1.5k 209.14
Sensient Technologies Corp Common Stock (SXT) 0.0 $307k 4.0k 76.56
Sempra Common Stock (SRE) 0.0 $291k 1.9k 151.16
Eastman Chem Common Stock (EMN) 0.0 $229k 2.7k 84.34
Boston Properties Common Stock (BXP) 0.0 $198k 3.7k 54.12
Sunopta Common Stock (STKL) 0.0 $192k 25k 7.70
Illumina Common Stock (ILMN) 0.0 $175k 754.00 232.55
United Nat Foods Common Stock (UNFI) 0.0 $175k 6.6k 26.35
Steris Common Stock (STE) 0.0 $168k 880.00 191.28
Hologic Common Stock (HOLX) 0.0 $165k 2.0k 80.70
Iqvia Hldgs Common Stock (IQV) 0.0 $165k 830.00 198.89
Paycom Software Common Stock (PAYC) 0.0 $163k 535.00 304.01
Mettler Toledo International Common Stock (MTD) 0.0 $162k 106.00 1530.21
Smith A O Corp Common Stock (AOS) 0.0 $155k 2.2k 69.15
Laboratory Corp Amer Hldgs Common Stock 0.0 $143k 621.00 229.42
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $138k 8.7k 15.93
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $138k 4.6k 30.13
Baxter Intl Common Stock (BAX) 0.0 $138k 3.4k 40.56
Manulife Finl Corp Common Stock (MFC) 0.0 $133k 7.2k 18.32
Globe Life Common Stock (GL) 0.0 $129k 1.2k 110.02
Perkinelmer Common Stock (RVTY) 0.0 $127k 956.00 133.26
Ceridian Hcm Hldg Common Stock (DAY) 0.0 $123k 1.7k 73.22
Thomson Reuters Corp. Common Stock 0.0 $121k 930.00 129.93
Molina Healthcare Common Stock (MOH) 0.0 $119k 445.00 267.49
Sweetgreen Common Stock (SG) 0.0 $112k 14k 7.84
Equity Residential Common Stock (EQR) 0.0 $108k 1.8k 60.00
Ventas Common Stock (VTR) 0.0 $106k 2.4k 43.35
Catalent Common Stock 0.0 $103k 1.6k 65.71
Quest Diagnostics Common Stock (DGX) 0.0 $102k 721.00 141.48
Teleflex Incorporated Common Stock (TFX) 0.0 $101k 399.00 253.31
Waters Corp Common Stock (WAT) 0.0 $98k 316.00 309.63
Healthpeak Properties Common Stock (DOC) 0.0 $89k 4.0k 21.97
Purecycle Technologies Common Stock (PCT) 0.0 $88k 13k 7.00
Viatris Common Stock (VTRS) 0.0 $83k 8.6k 9.62
Dentsply Sirona Common Stock (XRAY) 0.0 $74k 1.9k 39.28
Watts Water Technologies Common Stock (WTS) 0.0 $72k 427.00 168.32
Sprouts Fmrs Mkt Common Stock (SFM) 0.0 $71k 2.0k 35.03
Henry Schein Common Stock (HSIC) 0.0 $66k 808.00 81.54
Charles Riv Labs Intl Common Stock (CRL) 0.0 $63k 313.00 201.82
Davita Common Stock (DVA) 0.0 $42k 523.00 81.11
Organon & Co Common Stock (OGN) 0.0 $30k 1.3k 23.52