Mirova

Mirova as of Sept. 30, 2024

Portfolio Holdings for Mirova

Mirova holds 120 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 17.0 $99M 160k 618.57
Accenture Plc Ireland Common Stock (ACN) 8.1 $47M 133k 353.48
Ecolab Common Stock (ECL) 6.8 $40M 155k 255.33
Nvidia Corporation Common Stock (NVDA) 4.7 $28M 226k 121.44
Microsoft Corp Common Stock (MSFT) 4.5 $26M 60k 430.30
Eli Lilly & Co Common Stock (LLY) 3.6 $21M 23k 885.94
Waste Mgmt Inc Del Common Stock (WM) 2.3 $13M 64k 207.60
Visa Common Stock (V) 2.2 $13M 46k 274.95
Procter And Gamble Common Stock (PG) 2.0 $12M 67k 173.20
American Express Common Stock (AXP) 2.0 $11M 42k 271.20
Stryker Corporation Common Stock (SYK) 1.7 $9.6M 27k 361.26
Trimble Common Stock (TRMB) 1.6 $9.3M 150k 62.09
Colgate Palmolive Common Stock (CL) 1.6 $9.0M 87k 103.81
Xylem Common Stock (XYL) 1.5 $8.9M 66k 135.03
Trane Technologies Common Stock (TT) 1.5 $8.5M 22k 388.73
Sunrun Common Stock (RUN) 1.4 $8.3M 457k 18.06
American Wtr Wks Common Stock (AWK) 1.4 $8.1M 55k 146.24
International Flavors&fragra Common Stock (IFF) 1.4 $7.8M 75k 104.93
Bentley Sys Common Stock (BSY) 1.3 $7.4M 146k 50.81
Exponent Common Stock (EXPO) 1.2 $6.9M 60k 115.28
First Solar Common Stock (FSLR) 1.1 $6.6M 26k 249.44
Intuitive Surgical Common Stock (ISRG) 1.1 $6.5M 13k 491.27
Union Pac Corp Common Stock (UNP) 1.1 $6.4M 26k 246.48
Mastercard Incorporated Common Stock (MA) 1.0 $6.0M 12k 493.80
General Mtrs Common Stock (GM) 1.0 $5.6M 126k 44.84
Tetra Tech Common Stock (TTEK) 0.9 $5.2M 111k 47.16
Workday Common Stock (WDAY) 0.9 $5.0M 21k 244.41
Servicenow Common Stock (NOW) 0.9 $5.0M 5.6k 894.39
Lauder Estee Cos Common Stock (EL) 0.8 $4.8M 49k 99.69
Linde Common Stock (LIN) 0.8 $4.6M 9.6k 476.86
Ebay Common Stock (EBAY) 0.8 $4.4M 68k 65.11
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.8 $4.3M 31k 140.13
Quanta Svcs Common Stock (PWR) 0.7 $4.2M 14k 298.15
Nextera Energy Common Stock (NEE) 0.7 $4.2M 50k 84.53
Idex Corp Common Stock (IEX) 0.7 $4.2M 19k 214.50
Salesforce Common Stock (CRM) 0.7 $4.1M 15k 273.71
Badger Meter Common Stock (BMI) 0.7 $4.0M 18k 218.41
Godaddy Common Stock (GDDY) 0.6 $3.7M 23k 156.78
Oracle Corp Common Stock (ORCL) 0.6 $3.6M 21k 170.40
Zoetis Common Stock (ZTS) 0.6 $3.5M 18k 195.38
Palo Alto Networks Common Stock (PANW) 0.6 $3.5M 10k 341.80
Gilead Sciences Common Stock (GILD) 0.6 $3.4M 40k 83.84
Flex Common Stock (FLEX) 0.6 $3.4M 101k 33.43
Brookfield Renewable Corp Common Stock (BEPC) 0.6 $3.3M 102k 32.66
Verizon Communications Common Stock (VZ) 0.6 $3.3M 73k 44.91
Graphic Packaging Hldg Common Stock (GPK) 0.6 $3.2M 108k 29.59
Chipotle Mexican Grill Common Stock (CMG) 0.5 $3.1M 54k 57.62
Autoliv Common Stock (ALV) 0.5 $2.9M 32k 93.37
Gentex Corp Common Stock (GNTX) 0.5 $2.9M 99k 29.69
Itron Common Stock (ITRI) 0.5 $2.9M 27k 106.81
Enphase Energy Common Stock (ENPH) 0.5 $2.7M 24k 113.02
Lululemon Athletica Common Stock (LULU) 0.5 $2.6M 9.7k 271.35
Sprouts Fmrs Mkt Common Stock (SFM) 0.4 $2.5M 22k 110.41
Cyberark Software Common Stock (CYBR) 0.4 $2.5M 8.5k 291.61
On Semiconductor Corp Common Stock (ON) 0.4 $2.4M 34k 72.61
Pfizer Common Stock (PFE) 0.4 $2.3M 81k 28.94
Boston Scientific Corp Common Stock (BSX) 0.4 $2.3M 28k 83.80
Rockwell Automation Common Stock (ROK) 0.4 $2.3M 8.4k 268.46
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.4 $2.2M 65k 33.86
Cadence Design System Common Stock (CDNS) 0.3 $1.8M 6.6k 271.03
Aptiv Common Stock (APTV) 0.3 $1.7M 24k 72.01
Core & Main Common Stock (CNM) 0.3 $1.6M 35k 44.40
Roper Technologies Common Stock (ROP) 0.3 $1.5M 2.8k 556.44
Mp Materials Corp Common Stock (MP) 0.3 $1.5M 84k 17.65
Organon & Co Common Stock (OGN) 0.2 $1.2M 61k 19.13
Emerson Elec Common Stock (EMR) 0.2 $1.1M 11k 109.37
Watts Water Technologies Common Stock (WTS) 0.2 $1.1M 5.4k 207.19
Danaher Corporation Common Stock (DHR) 0.2 $1.1M 4.0k 278.02
Novanta Common Stock (NOVT) 0.2 $1.1M 6.0k 178.92
Cisco Sys Common Stock (CSCO) 0.2 $1.1M 20k 53.22
Ansys Common Stock (ANSS) 0.2 $1.1M 3.3k 318.63
Ormat Technologies Common Stock (ORA) 0.2 $1.0M 14k 76.94
Array Technologies Common Stock (ARRY) 0.2 $1.0M 152k 6.60
Boise Cascade Co Del Common Stock (BCC) 0.2 $999k 7.1k 140.98
Agco Corp Common Stock (AGCO) 0.2 $974k 10k 97.86
Greif Common Stock (GEF) 0.2 $931k 15k 62.66
Omnicom Group Common Stock (OMC) 0.1 $857k 8.3k 103.39
Mueller Wtr Prods Common Stock (MWA) 0.1 $854k 39k 21.70
Merck & Co Common Stock (MRK) 0.1 $793k 7.0k 113.56
Adobe Common Stock (ADBE) 0.1 $768k 1.5k 517.78
Sweetgreen Common Stock (SG) 0.1 $727k 21k 35.45
Pentair Common Stock (PNR) 0.1 $686k 7.0k 97.79
Ha Sustainable Infra Cap Common Stock (HASI) 0.1 $659k 19k 34.47
Donaldson Common Stock (DCI) 0.1 $632k 8.6k 73.70
Kadant Common Stock (KAI) 0.1 $630k 1.9k 338.00
Darling Ingredients Common Stock (DAR) 0.1 $620k 17k 37.16
Mettler Toledo International Common Stock (MTD) 0.1 $600k 400.00 1499.70
Autodesk Common Stock (ADSK) 0.1 $567k 2.1k 275.48
General Mls Common Stock (GIS) 0.1 $548k 7.4k 73.85
Becton Dickinson & Co Common Stock (BDX) 0.1 $521k 2.2k 241.10
Sensata Technologies Hldg Pl Common Stock (ST) 0.1 $478k 13k 35.86
Otis Worldwide Corp Common Stock (OTIS) 0.1 $468k 4.5k 103.94
Crown Hldgs Common Stock (CCK) 0.1 $451k 4.7k 95.88
Avery Dennison Corp Common Stock (AVY) 0.1 $443k 2.0k 220.76
Veralto Corp Common Stock (VLTO) 0.1 $440k 3.9k 111.86
Trex Common Stock (TREX) 0.1 $432k 6.5k 66.58
Edwards Lifesciences Corp Common Stock (EW) 0.1 $425k 6.4k 65.99
Dexcom Common Stock (DXCM) 0.1 $377k 5.6k 67.04
American Tower Corp Common Stock (AMT) 0.1 $331k 1.4k 232.56
Yeti Hldgs Common Stock (YETI) 0.1 $317k 7.7k 41.03
Lkq Corp Common Stock (LKQ) 0.0 $286k 7.2k 39.92
Agilent Technologies Common Stock (A) 0.0 $277k 1.9k 148.48
Canadian Pacific Kansas City Common Stock (CP) 0.0 $240k 2.8k 85.54
Csx Corp Common Stock (CSX) 0.0 $237k 6.9k 34.53
Canadian Natl Ry Common Stock (CNI) 0.0 $220k 1.9k 117.15
Eastman Chem Common Stock (EMN) 0.0 $206k 1.8k 111.95
Norfolk Southn Corp Common Stock (NSC) 0.0 $182k 731.00 248.50
Smurfit Westrock Common Stock (SW) 0.0 $162k 3.3k 49.42
Monolithic Pwr Sys Common Stock (MPWR) 0.0 $143k 155.00 924.50
Steel Dynamics Common Stock (STLD) 0.0 $135k 1.1k 126.08
Amgen Common Stock (AMGN) 0.0 $125k 387.00 322.21
Nucor Corp Common Stock (NUE) 0.0 $115k 764.00 150.34
Resmed Common Stock (RMD) 0.0 $106k 434.00 244.12
Dover Corp Common Stock (DOV) 0.0 $92k 480.00 191.74
Ball Corp Common Stock (BALL) 0.0 $89k 1.3k 67.91
Hain Celestial Group Common Stock (HAIN) 0.0 $81k 9.4k 8.63
Shopify Common Stock (SHOP) 0.0 $75k 934.00 80.14
Waters Corp Common Stock (WAT) 0.0 $66k 184.00 359.89
PTC Common Stock (PTC) 0.0 $62k 342.00 180.66
West Pharmaceutical Svsc Common Stock (WST) 0.0 $48k 161.00 300.16