Mirova

Mirova as of Sept. 30, 2023

Portfolio Holdings for Mirova

Mirova holds 126 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 21.4 $107M 210k 506.17
Accenture Plc Ireland Common Stock (ACN) 7.5 $37M 121k 307.11
Enphase Energy Common Stock (ENPH) 7.1 $35M 293k 120.15
Cgi Common Stock (GIB) 5.7 $28M 287k 99.02
Ecolab Common Stock (ECL) 5.6 $28M 165k 169.40
Sunrun Common Stock (RUN) 5.1 $26M 2.0M 12.56
Eli Lilly & Co Common Stock (LLY) 2.6 $13M 24k 537.13
Microsoft Corp Common Stock (MSFT) 2.4 $12M 38k 315.75
Nvidia Corporation Common Stock (NVDA) 1.9 $9.5M 22k 434.99
Agco Corp Common Stock (AGCO) 1.8 $9.0M 76k 118.28
American Wtr Wks Common Stock (AWK) 1.4 $7.1M 58k 123.83
Waste Mgmt Inc Del Common Stock (WM) 1.4 $6.9M 45k 152.44
Trimble Common Stock (TRMB) 1.4 $6.8M 126k 53.86
Visa Common Stock (V) 1.3 $6.4M 28k 230.01
Procter And Gamble Common Stock (PG) 1.3 $6.2M 43k 145.86
International Flavors&fragra Common Stock (IFF) 1.1 $5.6M 82k 68.17
Idex Corp Common Stock (IEX) 1.1 $5.5M 27k 208.02
Tetra Tech Common Stock (TTEK) 1.1 $5.3M 35k 152.03
Ansys Common Stock (ANSS) 1.1 $5.2M 18k 297.55
Union Pac Corp Common Stock (UNP) 1.0 $5.1M 25k 203.63
Adobe Common Stock (ADBE) 1.0 $5.0M 9.7k 509.90
Stryker Corporation Common Stock (SYK) 0.9 $4.7M 17k 273.27
General Mtrs Common Stock (GM) 0.9 $4.7M 142k 32.97
Darling Ingredients Common Stock (DAR) 0.9 $4.6M 88k 52.20
Intuitive Surgical Common Stock (ISRG) 0.9 $4.5M 16k 292.29
American Express Common Stock (AXP) 0.9 $4.4M 29k 149.19
Bentley Sys Common Stock (BSY) 0.9 $4.3M 86k 50.16
Lauder Estee Cos Common Stock (EL) 0.8 $4.2M 29k 144.55
Autodesk Common Stock (ADSK) 0.8 $4.1M 20k 206.91
Splunk Common Stock 0.8 $4.1M 28k 146.25
Colgate Palmolive Common Stock (CL) 0.8 $4.0M 56k 71.11
First Solar Common Stock (FSLR) 0.8 $3.9M 24k 161.59
Brookfield Renewable Corp Common Stock (BEPC) 0.8 $3.8M 159k 23.94
Godaddy Common Stock (GDDY) 0.7 $3.5M 47k 74.48
Aptiv Common Stock (APTV) 0.7 $3.4M 34k 98.59
Workday Common Stock (WDAY) 0.6 $3.2M 15k 214.85
Nextera Energy Partners Common Stock (NEP) 0.6 $3.1M 104k 29.70
Salesforce Common Stock (CRM) 0.6 $2.9M 14k 202.78
Cyberark Software Common Stock (CYBR) 0.6 $2.8M 17k 163.77
Array Technologies Common Stock (ARRY) 0.6 $2.8M 125k 22.19
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.6 $2.7M 34k 81.46
Servicenow Common Stock (NOW) 0.5 $2.7M 4.8k 558.96
Lululemon Athletica Common Stock (LULU) 0.5 $2.7M 7.0k 385.61
Fluence Energy Common Stock (FLNC) 0.5 $2.7M 117k 22.99
Shoals Technologies Group In Common Stock (SHLS) 0.5 $2.7M 147k 18.25
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.5 $2.7M 126k 21.20
Sunnova Energy Intl Common Stock (NOVA) 0.5 $2.6M 247k 10.47
Bloom Energy Corp Common Stock (BE) 0.5 $2.5M 191k 13.26
Ameresco Common Stock (AMRC) 0.5 $2.5M 65k 38.56
Wolfspeed Common Stock (WOLF) 0.5 $2.4M 64k 38.10
Stericycle Common Stock (SRCL) 0.4 $2.2M 48k 44.71
Linde Common Stock (LIN) 0.4 $2.1M 5.5k 372.35
Nextera Energy Common Stock (NEE) 0.4 $2.1M 36k 57.29
Plug Power Common Stock (PLUG) 0.4 $1.9M 256k 7.60
Xylem Common Stock (XYL) 0.4 $1.8M 19k 91.03
Mastercard Incorporated Common Stock (MA) 0.4 $1.7M 4.4k 395.91
Mp Materials Corp Common Stock (MP) 0.3 $1.5M 80k 19.10
Chargepoint Holdings Common Stock (CHPT) 0.2 $1.1M 221k 4.97
Solaredge Technologies Common Stock (SEDG) 0.1 $689k 5.3k 129.51
Danaher Corporation Common Stock (DHR) 0.1 $676k 2.7k 248.10
Pentair Common Stock (PNR) 0.1 $557k 8.6k 64.75
Crown Hldgs Common Stock (CCK) 0.1 $555k 6.3k 88.48
General Mls Common Stock (GIS) 0.1 $498k 7.8k 63.99
Graphic Packaging Hldg Common Stock (GPK) 0.1 $490k 22k 22.28
Neogenomics Common Stock (NEO) 0.1 $452k 37k 12.30
Ebay Common Stock (EBAY) 0.1 $451k 10k 44.09
Chipotle Mexican Grill Common Stock (CMG) 0.1 $432k 236.00 1831.83
Eversource Energy Common Stock (ES) 0.1 $379k 6.5k 58.15
Equitable Hldgs Common Stock (EQH) 0.1 $358k 13k 28.39
Abbott Labs Common Stock (ABT) 0.1 $340k 3.5k 96.85
Agilent Technologies Common Stock (A) 0.1 $336k 3.0k 111.82
Prologis Common Stock (PLD) 0.1 $312k 2.8k 112.21
Hain Celestial Group Common Stock (HAIN) 0.1 $302k 29k 10.37
Prudential Finl Common Stock (PRU) 0.1 $298k 3.1k 94.89
Lkq Corp Common Stock (LKQ) 0.1 $282k 5.7k 49.51
Rogers Communications Common Stock (RCI) 0.1 $281k 7.3k 38.57
Bristol-myers Squibb Common Stock (BMY) 0.1 $274k 4.7k 58.04
Sensient Technologies Corp Common Stock (SXT) 0.1 $258k 4.4k 58.48
Eastman Chem Common Stock (EMN) 0.1 $254k 3.3k 76.72
American Tower Corp Common Stock (AMT) 0.0 $248k 1.5k 164.45
Sun Life Financial Common Stock (SLF) 0.0 $243k 5.0k 49.02
Oracle Corp Common Stock (ORCL) 0.0 $237k 2.2k 105.92
Csx Corp Common Stock (CSX) 0.0 $224k 7.3k 30.75
Canadian Pacific Kansas City Common Stock (CP) 0.0 $221k 3.0k 74.41
Canadian Natl Ry Common Stock (CNI) 0.0 $216k 2.0k 108.33
Marsh & Mclennan Cos Common Stock (MMC) 0.0 $203k 1.1k 190.30
Elevance Health Common Stock (ELV) 0.0 $198k 454.00 435.42
Abbvie Common Stock (ABBV) 0.0 $198k 1.3k 149.06
Merck & Co Common Stock (MRK) 0.0 $194k 1.9k 102.95
Regeneron Pharmaceuticals Common Stock (REGN) 0.0 $191k 232.00 822.96
Telus Corporation Common Stock (TU) 0.0 $187k 11k 16.41
Conagra Brands Common Stock (CAG) 0.0 $183k 6.7k 27.42
The Cigna Group Common Stock (CI) 0.0 $169k 591.00 286.07
Sweetgreen Common Stock (SG) 0.0 $168k 14k 11.75
Norfolk Southn Corp Common Stock (NSC) 0.0 $153k 775.00 196.93
Pfizer Common Stock (PFE) 0.0 $140k 4.2k 33.17
Itron Common Stock (ITRI) 0.0 $140k 2.3k 60.58
Humana Common Stock (HUM) 0.0 $119k 245.00 486.52
Sunopta Common Stock (STKL) 0.0 $118k 35k 3.37
Hca Healthcare Common Stock (HCA) 0.0 $112k 455.00 245.98
Welltower Common Stock (WELL) 0.0 $111k 1.4k 81.92
Amgen Common Stock (AMGN) 0.0 $110k 410.00 268.76
Aflac Common Stock (AFL) 0.0 $97k 1.3k 76.75
Public Svc Enterprise Grp In Common Stock (PEG) 0.0 $96k 1.7k 56.91
United Nat Foods Common Stock (UNFI) 0.0 $94k 6.6k 14.14
Biogen Common Stock (BIIB) 0.0 $89k 346.00 257.01
Edwards Lifesciences Corp Common Stock (EW) 0.0 $88k 1.3k 69.28
Sprouts Fmrs Mkt Common Stock (SFM) 0.0 $86k 2.0k 42.80
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $86k 5.0k 17.37
Moderna Common Stock (MRNA) 0.0 $81k 785.00 103.29
Edison Intl Common Stock (EIX) 0.0 $81k 1.3k 63.29
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $80k 2.6k 30.66
Avalonbay Cmntys Common Stock (AVB) 0.0 $80k 466.00 171.74
Dexcom Common Stock (DXCM) 0.0 $78k 831.00 93.30
Centene Corp Del Common Stock (CNC) 0.0 $77k 1.1k 68.88
Manulife Finl Corp Common Stock (MFC) 0.0 $76k 4.1k 18.36
Watts Water Technologies Common Stock (WTS) 0.0 $74k 427.00 172.82
Purecycle Technologies Common Stock (PCT) 0.0 $71k 13k 5.61
Ball Corp Common Stock (BALL) 0.0 $69k 1.4k 49.78
Thomson Reuters Corp. Common Stock (TRI) 0.0 $63k 509.00 122.90
Alexandria Real Estate Eq In Common Stock (ARE) 0.0 $61k 604.00 100.10
Equity Residential Common Stock (EQR) 0.0 $60k 1.0k 58.71
Ventas Common Stock (VTR) 0.0 $58k 1.4k 42.13
Omnicom Group Common Stock (OMC) 0.0 $57k 767.00 74.48
Resmed Common Stock (RMD) 0.0 $49k 331.00 147.87
Healthpeak Properties Common Stock (DOC) 0.0 $42k 2.3k 18.36