Mirova

Mirova as of June 30, 2024

Portfolio Holdings for Mirova

Mirova holds 123 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 16.8 $92M 166k 553.00
Accenture Plc Ireland Common Stock (ACN) 7.9 $43M 142k 303.41
Ecolab Common Stock (ECL) 6.8 $37M 157k 238.00
Nvidia Corporation Common Stock (NVDA) 5.8 $32M 258k 123.54
Microsoft Corp Common Stock (MSFT) 4.4 $24M 54k 446.95
Eli Lilly & Co Common Stock (LLY) 4.2 $23M 26k 905.38
Waste Mgmt Inc Del Common Stock (WM) 2.5 $14M 64k 213.34
Visa Common Stock (V) 2.2 $12M 46k 262.47
Procter And Gamble Common Stock (PG) 2.2 $12M 73k 164.92
American Express Common Stock (AXP) 1.8 $9.7M 42k 231.55
Colgate Palmolive Common Stock (CL) 1.7 $9.5M 98k 97.04
Stryker Corporation Common Stock (SYK) 1.6 $9.0M 27k 340.25
American Wtr Wks Common Stock (AWK) 1.5 $8.1M 63k 129.16
Trane Technologies Common Stock (TT) 1.4 $7.9M 24k 328.93
Bentley Sys Common Stock (BSY) 1.4 $7.7M 155k 49.36
Tetra Tech Common Stock (TTEK) 1.4 $7.6M 37k 204.48
Xylem Common Stock (XYL) 1.3 $7.3M 54k 135.63
General Mtrs Common Stock (GM) 1.3 $7.1M 153k 46.46
Intuitive Surgical Common Stock (ISRG) 1.1 $6.2M 14k 444.85
Sunrun Common Stock (RUN) 1.1 $6.1M 517k 11.86
Trimble Common Stock (TRMB) 1.1 $6.0M 108k 55.92
Union Pac Corp Common Stock (UNP) 1.1 $5.9M 26k 226.26
Mastercard Incorporated Common Stock (MA) 1.0 $5.4M 12k 441.16
International Flavors&fragra Common Stock (IFF) 1.0 $5.3M 56k 95.21
First Solar Common Stock (FSLR) 0.9 $5.1M 23k 225.46
Brookfield Renewable Corp Common Stock (BEPC) 0.9 $5.0M 175k 28.38
Servicenow Common Stock (NOW) 0.8 $4.4M 5.6k 786.67
Chipotle Mexican Grill Common Stock (CMG) 0.8 $4.3M 68k 62.65
Lauder Estee Cos Common Stock (EL) 0.8 $4.1M 39k 106.40
Linde Common Stock (LIN) 0.7 $4.0M 9.1k 438.81
Idex Corp Common Stock (IEX) 0.7 $4.0M 20k 201.20
Salesforce Common Stock (CRM) 0.7 $3.9M 15k 257.10
Graphic Packaging Hldg Common Stock (GPK) 0.7 $3.8M 146k 26.21
Workday Common Stock (WDAY) 0.7 $3.7M 16k 223.56
Quanta Svcs Common Stock (PWR) 0.7 $3.6M 14k 254.09
Nextera Energy Common Stock (NEE) 0.6 $3.5M 50k 70.81
Palo Alto Networks Common Stock (PANW) 0.6 $3.4M 10k 339.01
Autoliv Common Stock (ALV) 0.6 $3.4M 32k 106.99
Gentex Corp Common Stock (GNTX) 0.6 $3.3M 99k 33.71
Godaddy Common Stock (GDDY) 0.6 $3.3M 23k 139.71
Exponent Common Stock (EXPO) 0.6 $3.2M 33k 95.12
Zoetis Common Stock (ZTS) 0.6 $3.2M 18k 173.36
Ebay Common Stock (EBAY) 0.6 $3.1M 58k 53.72
Verizon Communications Common Stock (VZ) 0.5 $3.0M 73k 41.24
Oracle Corp Common Stock (ORCL) 0.5 $3.0M 21k 141.20
Rockwell Automation Common Stock (ROK) 0.5 $2.9M 11k 275.28
Lululemon Athletica Common Stock (LULU) 0.5 $2.9M 9.7k 298.70
Flex Common Stock (FLEX) 0.5 $2.8M 95k 29.49
Gilead Sciences Common Stock (GILD) 0.5 $2.8M 40k 68.61
On Semiconductor Corp Common Stock (ON) 0.5 $2.6M 38k 68.55
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.5 $2.5M 23k 110.08
Enphase Energy Common Stock (ENPH) 0.4 $2.4M 24k 99.71
Cyberark Software Common Stock (CYBR) 0.4 $2.3M 8.5k 273.42
Pfizer Common Stock (PFE) 0.4 $2.3M 81k 27.98
Ansys Common Stock (ANSS) 0.4 $2.2M 6.8k 321.50
Greif Common Stock (GEF) 0.4 $2.2M 38k 57.47
Sprouts Fmrs Mkt Common Stock (SFM) 0.4 $1.9M 23k 83.66
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.3 $1.8M 65k 28.39
Array Technologies Common Stock (ARRY) 0.3 $1.8M 172k 10.26
Core & Main Common Stock (CNM) 0.3 $1.7M 35k 48.94
Aptiv Common Stock (APTV) 0.3 $1.7M 24k 70.42
Roper Technologies Common Stock (ROP) 0.3 $1.5M 2.7k 563.66
Darling Ingredients Common Stock (DAR) 0.3 $1.4M 37k 36.75
Cadence Design System Common Stock (CDNS) 0.2 $1.4M 4.4k 307.75
Organon & Co Common Stock (OGN) 0.2 $1.3M 61k 20.70
Badger Meter Common Stock (BMI) 0.2 $1.2M 6.5k 186.35
Ormat Technologies Common Stock (ORA) 0.2 $1.1M 15k 71.70
Mp Materials Corp Common Stock (MP) 0.2 $1.1M 84k 12.73
Agco Corp Common Stock (AGCO) 0.2 $1.0M 10k 97.88
Danaher Corporation Common Stock (DHR) 0.2 $987k 4.0k 249.85
Novanta Common Stock (NOVT) 0.2 $978k 6.0k 163.11
Cisco Sys Common Stock (CSCO) 0.2 $949k 20k 47.51
Watts Water Technologies Common Stock (WTS) 0.2 $910k 5.0k 183.37
Itron Common Stock (ITRI) 0.2 $866k 8.7k 98.96
Merck & Co Common Stock (MRK) 0.2 $865k 7.0k 123.80
Boise Cascade Co Del Common Stock (BCC) 0.2 $844k 7.1k 119.22
Sweetgreen Common Stock (SG) 0.2 $838k 28k 30.14
Adobe Common Stock (ADBE) 0.2 $824k 1.5k 555.54
Conagra Brands Common Stock (CAG) 0.1 $821k 29k 28.42
Omnicom Group Common Stock (OMC) 0.1 $743k 8.3k 89.70
Agilent Technologies Common Stock (A) 0.1 $720k 5.6k 129.63
Mueller Wtr Prods Common Stock (MWA) 0.1 $705k 39k 17.92
Dexcom Common Stock (DXCM) 0.1 $638k 5.6k 113.38
Pentair Common Stock (PNR) 0.1 $629k 8.2k 76.67
Donaldson Common Stock (DCI) 0.1 $614k 8.6k 71.56
Edwards Lifesciences Corp Common Stock (EW) 0.1 $595k 6.4k 92.37
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.1 $566k 19k 29.60
Mettler Toledo International Common Stock (MTD) 0.1 $559k 400.00 1397.59
Kadant Common Stock (KAI) 0.1 $548k 1.9k 293.78
General Mls Common Stock (GIS) 0.1 $524k 8.3k 63.26
Boston Scientific Corp Common Stock (BSX) 0.1 $519k 6.7k 77.01
Autodesk Common Stock (ADSK) 0.1 $509k 2.1k 247.45
PTC Common Stock (PTC) 0.1 $507k 2.8k 181.67
Becton Dickinson & Co Common Stock (BDX) 0.1 $505k 2.2k 233.71
Sensata Technologies Hldg Pl Common Stock (ST) 0.1 $498k 13k 37.39
Crown Hldgs Common Stock (CCK) 0.1 $481k 6.5k 74.39
Trex Common Stock (TREX) 0.1 $459k 6.2k 74.12
Veralto Corp Common Stock (VLTO) 0.1 $454k 4.8k 95.47
Advanced Drain Sys Inc Del Common Stock (WMS) 0.1 $436k 2.7k 160.39
Otis Worldwide Corp Common Stock (OTIS) 0.1 $434k 4.5k 96.26
Avery Dennison Corp Common Stock (AVY) 0.1 $423k 1.9k 218.65
Sensient Technologies Corp Common Stock (SXT) 0.1 $327k 4.4k 74.19
Lkq Corp Common Stock (LKQ) 0.1 $316k 7.6k 41.59
American Tower Corp Common Stock (AMT) 0.1 $277k 1.4k 194.38
Csx Corp Common Stock (CSX) 0.0 $229k 6.9k 33.45
Canadian Natl Ry Common Stock (CNI) 0.0 $222k 1.9k 118.13
Canadian Pacific Kansas City Common Stock (CP) 0.0 $220k 2.8k 78.73
Eastman Chem Common Stock (EMN) 0.0 $218k 2.2k 97.97
Westrock Common Stock (WRK) 0.0 $165k 3.3k 50.26
Norfolk Southn Corp Common Stock (NSC) 0.0 $157k 731.00 214.69
Steel Dynamics Common Stock (STLD) 0.0 $138k 1.1k 129.50
Monolithic Pwr Sys Common Stock (MPWR) 0.0 $127k 155.00 821.68
Amgen Common Stock (AMGN) 0.0 $121k 387.00 312.45
Nucor Corp Common Stock (NUE) 0.0 $121k 764.00 158.08
Emerson Elec Common Stock (EMR) 0.0 $106k 961.00 110.16
Dover Corp Common Stock (DOV) 0.0 $87k 480.00 180.45
Resmed Common Stock (RMD) 0.0 $83k 434.00 191.42
Yeti Hldgs Common Stock (YETI) 0.0 $80k 2.1k 38.15
Ball Corp Common Stock (BALL) 0.0 $79k 1.3k 60.02
Hain Celestial Group Common Stock (HAIN) 0.0 $65k 9.4k 6.91
Shopify Common Stock (SHOP) 0.0 $62k 934.00 66.05
Waters Corp Common Stock (WAT) 0.0 $53k 184.00 290.12
West Pharmaceutical Svsc Common Stock (WST) 0.0 $53k 161.00 329.39