Mirova

Mirova as of June 30, 2023

Portfolio Holdings for Mirova

Mirova holds 163 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 20.5 $116M 223k 521.75
Enphase Energy Common Stock (ENPH) 8.3 $47M 280k 167.48
Accenture Plc Ireland Common Stock (ACN) 6.5 $37M 119k 308.58
Sunrun Common Stock (RUN) 6.2 $35M 2.0M 17.86
Ecolab Common Stock (ECL) 6.1 $35M 186k 186.69
Cgi Common Stock (GIB) 5.3 $30M 286k 105.57
Microsoft Corp Common Stock (MSFT) 2.8 $16M 46k 340.54
Nvidia Corporation Common Stock (NVDA) 2.1 $12M 29k 423.02
Lilly Eli & Co Common Stock (LLY) 2.1 $12M 26k 468.98
Agco Corp Common Stock (AGCO) 1.8 $10M 76k 131.42
Waste Mgmt Inc Del Common Stock (WM) 1.5 $8.7M 50k 173.42
American Wtr Wks Common Stock (AWK) 1.5 $8.4M 59k 142.75
Visa Common Stock (V) 1.3 $7.5M 32k 237.48
Procter And Gamble Common Stock (PG) 1.2 $7.1M 47k 151.74
Union Pac Corp Common Stock (UNP) 1.1 $6.5M 32k 204.62
International Flavors&fragra Common Stock (IFF) 1.1 $6.2M 78k 79.59
Adobe Systems Incorporated Common Stock (ADBE) 1.0 $5.7M 12k 488.99
Intuitive Surgical Common Stock (ISRG) 1.0 $5.6M 16k 341.94
American Express Common Stock (AXP) 1.0 $5.5M 32k 174.20
Stryker Corporation Common Stock (SYK) 1.0 $5.5M 18k 305.09
General Mtrs Common Stock (GM) 1.0 $5.5M 142k 38.56
Lauder Estee Cos Common Stock (EL) 0.9 $5.4M 27k 196.38
Colgate Palmolive Common Stock (CL) 0.9 $4.9M 64k 77.04
Nextera Energy Common Stock (NEE) 0.8 $4.8M 64k 74.20
Salesforce Common Stock (CRM) 0.7 $3.8M 18k 211.26
Mastercard Incorporated Common Stock (MA) 0.7 $3.7M 9.4k 393.30
Darling Ingredients Common Stock (DAR) 0.6 $3.6M 57k 63.79
Trimble Common Stock (TRMB) 0.6 $3.6M 68k 52.94
Xylem Common Stock (XYL) 0.6 $3.6M 32k 112.62
Godaddy Common Stock (GDDY) 0.6 $3.6M 47k 75.13
Nextera Energy Partners Common Stock (NEP) 0.6 $3.5M 59k 58.64
Ansys Common Stock (ANSS) 0.6 $3.4M 10k 330.27
Workday Common Stock (WDAY) 0.6 $3.3M 15k 225.89
Servicenow Common Stock (NOW) 0.6 $3.2M 5.7k 561.97
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.5 $3.1M 34k 92.45
Sunnova Energy Intl Common Stock (NOVA) 0.5 $3.0M 165k 18.31
Bentley Sys Common Stock (BSY) 0.5 $3.0M 55k 54.23
Idex Corp Common Stock (IEX) 0.5 $3.0M 14k 215.26
Splunk Common Stock 0.5 $2.9M 28k 106.09
Cyberark Software Common Stock (CYBR) 0.5 $2.7M 17k 156.33
Tetra Tech Common Stock (TTEK) 0.5 $2.7M 17k 163.74
Lululemon Athletica Common Stock (LULU) 0.5 $2.7M 7.1k 378.50
Fluence Energy Common Stock (FLNC) 0.5 $2.7M 101k 26.64
Brookfield Renewable Corp Common Stock (BEPC) 0.5 $2.6M 84k 31.52
Shoals Technologies Group In Common Stock (SHLS) 0.4 $2.5M 98k 25.56
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.4 $2.4M 97k 25.00
Linde Common Stock (LIN) 0.4 $2.4M 6.3k 381.08
Autodesk Common Stock (ADSK) 0.4 $2.4M 12k 204.61
First Solar Common Stock (FSLR) 0.4 $2.3M 12k 190.09
Array Technologies Common Stock (ARRY) 0.4 $2.0M 91k 22.60
Wolfspeed Common Stock (WOLF) 0.3 $2.0M 35k 55.59
Stericycle Common Stock (SRCL) 0.3 $1.9M 42k 46.44
Plug Power Common Stock (PLUG) 0.3 $1.8M 175k 10.39
Aptiv Common Stock (APTV) 0.3 $1.8M 18k 102.09
Ebay Common Stock (EBAY) 0.3 $1.8M 40k 44.69
Lkq Corp Common Stock (LKQ) 0.3 $1.6M 28k 58.27
Bloom Energy Corp Common Stock (BE) 0.3 $1.6M 97k 16.35
Ameresco Common Stock (AMRC) 0.3 $1.5M 32k 48.63
Chipotle Mexican Grill Common Stock (CMG) 0.2 $1.4M 658.00 2139.00
Eversource Energy Common Stock (ES) 0.2 $1.3M 19k 70.92
Abbott Labs Common Stock (ABT) 0.2 $1.1M 9.7k 109.02
Hain Celestial Group Common Stock (HAIN) 0.2 $1.0M 83k 12.51
Oracle Corp Common Stock (ORCL) 0.2 $1.0M 8.7k 119.09
Csx Corp Common Stock (CSX) 0.2 $1.0M 30k 34.10
Danaher Corporation Common Stock (DHR) 0.2 $998k 4.2k 240.00
Chargepoint Holdings Common Stock (CHPT) 0.2 $994k 113k 8.79
Prudential Finl Common Stock (PRU) 0.2 $903k 10k 88.22
Norfolk Southn Corp Common Stock (NSC) 0.2 $856k 3.8k 226.76
Avalonbay Cmntys Common Stock (AVB) 0.1 $800k 4.2k 189.27
Mp Materials Corp Common Stock (MP) 0.1 $799k 35k 22.88
Merck & Co Common Stock (MRK) 0.1 $798k 6.9k 115.39
Bristol-myers Squibb Common Stock (BMY) 0.1 $784k 12k 63.95
Edison Intl Common Stock (EIX) 0.1 $766k 11k 69.45
Ball Corp Common Stock (BALL) 0.1 $738k 13k 58.21
Solaredge Technologies Common Stock (SEDG) 0.1 $722k 2.7k 269.05
Marsh & Mclennan Cos Common Stock (MMC) 0.1 $721k 3.8k 188.08
Masco Corp Common Stock (MAS) 0.1 $680k 12k 57.38
Wabtec Common Stock (WAB) 0.1 $676k 6.2k 109.67
Abbvie Common Stock (ABBV) 0.1 $650k 4.8k 134.73
General Mls Common Stock (GIS) 0.1 $627k 8.2k 76.70
Itron Common Stock (ITRI) 0.1 $625k 8.7k 72.10
Omnicom Group Common Stock (OMC) 0.1 $611k 6.4k 95.15
Verizon Communications Common Stock (VZ) 0.1 $607k 16k 37.19
Neogenomics Common Stock (NEO) 0.1 $590k 37k 16.07
Packaging Corp Amer Common Stock (PKG) 0.1 $586k 4.4k 132.16
Pentair Common Stock (PNR) 0.1 $584k 9.0k 64.60
Crown Hldgs Common Stock (CCK) 0.1 $573k 6.6k 86.87
Pfizer Common Stock (PFE) 0.1 $561k 15k 36.68
Graphic Packaging Hldg Common Stock (GPK) 0.1 $556k 23k 24.03
Elevance Health Common Stock (ELV) 0.1 $551k 1.2k 444.29
Alexandria Real Estate Eq In Common Stock (ARE) 0.1 $542k 4.8k 113.49
International Paper Common Stock (IP) 0.1 $483k 15k 31.81
Westrock Common Stock (WRK) 0.1 $468k 16k 29.07
The Cigna Group Common Stock (CI) 0.1 $459k 1.6k 280.60
Agilent Technologies Common Stock (A) 0.1 $446k 3.7k 120.25
Welltower Common Stock (WELL) 0.1 $431k 5.3k 80.89
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $430k 598.00 718.54
Equitable Hldgs Common Stock (EQH) 0.1 $425k 16k 27.16
Prologis Common Stock (PLD) 0.1 $423k 3.5k 122.63
Rogers Communications Common Stock (RCI) 0.1 $414k 9.1k 45.68
Public Svc Enterprise Grp In Common Stock (PEG) 0.1 $392k 6.3k 62.61
Hca Healthcare Common Stock (HCA) 0.1 $374k 1.2k 303.48
American Tower Corp Common Stock (AMT) 0.1 $364k 1.9k 193.94
Edwards Lifesciences Corp Common Stock (EW) 0.1 $341k 3.6k 94.33
Amgen Common Stock (AMGN) 0.1 $331k 1.5k 222.02
Sensient Technologies Corp Common Stock (SXT) 0.1 $330k 4.6k 71.13
Sun Life Financial Common Stock (SLF) 0.1 $321k 6.2k 52.19
Aflac Common Stock (AFL) 0.1 $308k 4.4k 69.80
Humana Common Stock (HUM) 0.1 $304k 679.00 447.13
Canadian Pacific Kansas City Common Stock (CP) 0.1 $300k 3.7k 80.77
Canadian Natl Ry Common Stock (CNI) 0.1 $300k 2.5k 121.07
Eastman Chem Common Stock (EMN) 0.1 $291k 3.5k 83.72
Dexcom Common Stock (DXCM) 0.1 $288k 2.2k 128.51
Telus Corporation Common Stock (TU) 0.0 $276k 14k 19.48
Moderna Common Stock (MRNA) 0.0 $250k 2.1k 121.50
Sunopta Common Stock (STKL) 0.0 $246k 37k 6.69
Biogen Common Stock (BIIB) 0.0 $239k 838.00 284.85
Conagra Brands Common Stock (CAG) 0.0 $236k 7.0k 33.72
Centene Corp Del Common Stock (CNC) 0.0 $214k 3.2k 67.45
Fortinet Common Stock (FTNT) 0.0 $203k 2.7k 75.59
Sweetgreen Common Stock (SG) 0.0 $193k 15k 12.82
Resmed Common Stock (RMD) 0.0 $185k 845.00 218.50
Roper Technologies Common Stock (ROP) 0.0 $179k 372.00 480.80
Becton Dickinson & Co Common Stock (BDX) 0.0 $179k 676.00 264.01
Boston Scientific Corp Common Stock (BSX) 0.0 $177k 3.3k 54.09
Gilead Sciences Common Stock (GILD) 0.0 $167k 2.2k 77.07
Purecycle Technologies Common Stock (PCT) 0.0 $142k 13k 10.69
Lumen Technologies Common Stock (LUMN) 0.0 $141k 62k 2.26
United Nat Foods Common Stock (UNFI) 0.0 $136k 7.0k 19.55
Essex Ppty Tr Common Stock (ESS) 0.0 $129k 549.00 234.30
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $109k 3.3k 33.51
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $103k 6.2k 16.80
Manulife Finl Corp Common Stock (MFC) 0.0 $97k 5.1k 18.92
Thomson Reuters Corp. Common Stock (TRI) 0.0 $87k 641.00 135.17
Equity Residential Common Stock (EQR) 0.0 $84k 1.3k 65.97
Watts Water Technologies Common Stock (WTS) 0.0 $82k 448.00 183.73
Ventas Common Stock (VTR) 0.0 $81k 1.7k 47.27
Boston Properties Common Stock (BXP) 0.0 $79k 1.4k 57.59
Sprouts Fmrs Mkt Common Stock (SFM) 0.0 $78k 2.1k 36.73
Steris Common Stock (STE) 0.0 $74k 327.00 224.98
Iqvia Hldgs Common Stock (IQV) 0.0 $69k 308.00 224.77
Paycom Software Common Stock (PAYC) 0.0 $65k 202.00 321.24
Hologic Common Stock (HOLX) 0.0 $62k 766.00 80.97
Smith A O Corp Common Stock (AOS) 0.0 $61k 840.00 72.78
Baxter Intl Common Stock (BAX) 0.0 $58k 1.3k 45.56
Healthpeak Properties Common Stock (DOC) 0.0 $57k 2.9k 20.10
Laboratory Corp Amer Hldgs Common Stock 0.0 $56k 230.00 241.33
Mettler Toledo International Common Stock (MTD) 0.0 $55k 42.00 1311.64
Illumina Common Stock (ILMN) 0.0 $53k 281.00 187.49
Molina Healthcare Common Stock (MOH) 0.0 $50k 167.00 301.24
Globe Life Common Stock (GL) 0.0 $48k 437.00 109.62
Revvity Common Stock (RVTY) 0.0 $42k 357.00 118.79
Ceridian Hcm Hldg Common Stock (DAY) 0.0 $42k 628.00 66.97
Quest Diagnostics Common Stock (DGX) 0.0 $38k 268.00 140.56
Teleflex Incorporated Common Stock (TFX) 0.0 $36k 148.00 242.03
Viatris Common Stock (VTRS) 0.0 $32k 3.2k 9.98
Waters Corp Common Stock (WAT) 0.0 $32k 119.00 266.54
Dentsply Sirona Common Stock (XRAY) 0.0 $28k 701.00 40.02
Catalent Common Stock 0.0 $26k 588.00 43.36
Henry Schein Common Stock (HSIC) 0.0 $24k 300.00 81.10
Charles Riv Labs Intl Common Stock (CRL) 0.0 $24k 115.00 210.25
Davita Common Stock (DVA) 0.0 $20k 194.00 100.47
Organon & Co Common Stock (OGN) 0.0 $9.8k 473.00 20.81