Mirova

Mirova as of Dec. 31, 2024

Portfolio Holdings for Mirova

Mirova holds 129 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 14.5 $84M 162k 520.23
Accenture Plc Ireland Common Stock (ACN) 7.5 $44M 124k 351.79
Ecolab Common Stock (ECL) 6.7 $39M 165k 234.32
Nvidia Corporation Common Stock (NVDA) 5.4 $31M 231k 134.29
Microsoft Corp Common Stock (MSFT) 4.8 $28M 66k 421.50
Eli Lilly & Co Common Stock (LLY) 3.4 $20M 26k 772.00
Visa Common Stock (V) 2.4 $14M 44k 316.04
Waste Mgmt Inc Del Common Stock (WM) 2.2 $13M 63k 201.79
American Express Common Stock (AXP) 2.2 $13M 43k 296.79
Trimble Common Stock (TRMB) 1.8 $10M 147k 70.66
Xylem Common Stock (XYL) 1.7 $9.7M 84k 116.02
American Wtr Wks Common Stock (AWK) 1.7 $9.6M 77k 124.49
Stryker Corporation Common Stock (SYK) 1.6 $9.3M 26k 360.05
Colgate Palmolive Common Stock (CL) 1.5 $8.5M 93k 90.91
Bentley Sys Common Stock (BSY) 1.4 $7.9M 169k 46.70
Procter And Gamble Common Stock (PG) 1.2 $7.2M 43k 167.65
Intuitive Surgical Common Stock (ISRG) 1.2 $7.2M 14k 521.96
Trane Technologies Common Stock (TT) 1.2 $7.1M 19k 369.35
General Mtrs Common Stock (GM) 1.2 $6.9M 129k 53.27
International Flavors&fragra Common Stock (IFF) 1.1 $6.5M 77k 84.55
Union Pac Corp Common Stock (UNP) 1.1 $6.1M 27k 228.04
Servicenow Common Stock (NOW) 1.1 $6.1M 5.7k 1060.12
Lululemon Athletica Common Stock (LULU) 1.0 $6.0M 16k 382.41
Salesforce Common Stock (CRM) 1.0 $6.0M 18k 334.33
Ebay Common Stock (EBAY) 1.0 $5.8M 93k 61.95
Bright Horizons Fam Sol In D Common Stock (BFAM) 1.0 $5.7M 52k 110.85
Workday Common Stock (WDAY) 0.9 $5.5M 21k 258.03
Badger Meter Common Stock (BMI) 0.9 $5.4M 25k 212.12
Idex Corp Common Stock (IEX) 0.9 $5.4M 26k 209.29
Linde Common Stock (LIN) 0.9 $5.3M 13k 418.67
Sunrun Common Stock (RUN) 0.9 $5.3M 571k 9.25
Mastercard Incorporated Common Stock (MA) 0.9 $5.2M 9.8k 526.57
Zoetis Common Stock (ZTS) 0.9 $5.1M 32k 162.93
Exponent Common Stock (EXPO) 0.9 $5.0M 56k 89.10
Tetra Tech Common Stock (TTEK) 0.8 $4.8M 122k 39.84
Godaddy Common Stock (GDDY) 0.8 $4.7M 24k 197.37
First Solar Common Stock (FSLR) 0.8 $4.5M 25k 176.24
Chipotle Mexican Grill Common Stock (CMG) 0.7 $4.2M 69k 60.30
Graphic Packaging Hldg Common Stock (GPK) 0.7 $4.2M 153k 27.16
Palo Alto Networks Common Stock (PANW) 0.7 $3.8M 21k 181.96
Lauder Estee Cos Common Stock (EL) 0.7 $3.8M 50k 74.98
Cadence Design System Common Stock (CDNS) 0.7 $3.8M 13k 300.46
Nextera Energy Common Stock (NEE) 0.6 $3.5M 50k 71.69
Flex Common Stock (FLEX) 0.6 $3.5M 92k 38.39
Quanta Svcs Common Stock (PWR) 0.6 $3.5M 11k 316.05
Roper Technologies Common Stock (ROP) 0.6 $3.5M 6.7k 519.85
Sprouts Fmrs Mkt Common Stock (SFM) 0.6 $3.3M 26k 127.07
Oracle Corp Common Stock (ORCL) 0.5 $3.1M 18k 166.64
Cyberark Software Common Stock (CYBR) 0.5 $2.9M 8.7k 333.15
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.5 $2.7M 97k 28.15
Avery Dennison Corp Common Stock (AVY) 0.5 $2.7M 14k 187.13
Pentair Common Stock (PNR) 0.4 $2.5M 25k 100.64
Enersys Common Stock (ENS) 0.4 $2.4M 26k 92.43
Emerson Elec Common Stock (EMR) 0.4 $2.4M 19k 123.93
Mettler Toledo International Common Stock (MTD) 0.4 $2.3M 1.9k 1223.68
Boston Scientific Corp Common Stock (BSX) 0.4 $2.2M 25k 89.32
Veralto Corp Common Stock (VLTO) 0.4 $2.2M 22k 101.85
Verizon Communications Common Stock (VZ) 0.4 $2.2M 56k 39.99
Brookfield Renewable Corp Common Stock (BEPC) 0.4 $2.2M 80k 27.66
Monolithic Pwr Sys Common Stock (MPWR) 0.3 $2.0M 3.4k 591.70
Itron Common Stock (ITRI) 0.3 $2.0M 18k 108.58
Pfizer Common Stock (PFE) 0.3 $1.9M 72k 26.53
Enphase Energy Common Stock (ENPH) 0.3 $1.9M 28k 68.68
On Semiconductor Corp Common Stock (ON) 0.3 $1.8M 29k 63.05
Core & Main Common Stock (CNM) 0.3 $1.8M 35k 50.91
Trex Common Stock (TREX) 0.3 $1.7M 25k 69.03
Tjx Cos Common Stock (TJX) 0.3 $1.6M 13k 120.81
Rockwell Automation Common Stock (ROK) 0.2 $1.4M 5.0k 285.79
Tutor Perini Corp Common Stock (TPC) 0.2 $1.4M 56k 24.20
Bank New York Mellon Corp Common Stock (BK) 0.2 $1.3M 17k 76.83
Aptiv Common Stock (APTV) 0.2 $1.3M 21k 60.48
Cisco Sys Common Stock (CSCO) 0.2 $1.2M 20k 59.20
Mp Materials Corp Common Stock (MP) 0.2 $1.1M 73k 15.60
Watts Water Technologies Common Stock (WTS) 0.2 $1.1M 5.5k 203.30
Neogenomics Common Stock (NEO) 0.2 $1.1M 65k 16.48
Ansys Common Stock (ANSS) 0.2 $981k 2.9k 337.33
Autoliv Common Stock (ALV) 0.2 $940k 10k 93.79
Agco Corp Common Stock (AGCO) 0.2 $931k 10k 93.48
Novanta Common Stock (NOVT) 0.2 $916k 6.0k 152.77
Greif Common Stock (GEF) 0.2 $908k 15k 61.12
Danaher Corporation Common Stock (DHR) 0.2 $902k 3.9k 229.55
Mueller Wtr Prods Common Stock (MWA) 0.2 $885k 39k 22.50
Array Technologies Common Stock (ARRY) 0.1 $868k 144k 6.04
Boise Cascade Co Del Common Stock (BCC) 0.1 $842k 7.1k 118.86
Omnicom Group Common Stock (OMC) 0.1 $684k 8.0k 86.04
Sweetgreen Common Stock (SG) 0.1 $657k 21k 32.06
Adobe Common Stock (ADBE) 0.1 $650k 1.5k 444.68
Owens Corning Common Stock (OC) 0.1 $648k 3.8k 170.32
Kadant Common Stock (KAI) 0.1 $643k 1.9k 344.99
On Hldg Common Stock (ONON) 0.1 $633k 12k 54.77
Autodesk Common Stock (ADSK) 0.1 $605k 2.0k 295.57
Donaldson Common Stock (DCI) 0.1 $578k 8.6k 67.35
Hewlett Packard Enterprise C Common Stock (HPE) 0.1 $565k 27k 21.35
Ha Sustainable Infra Cap Common Stock (HASI) 0.1 $513k 19k 26.83
Becton Dickinson & Co Common Stock (BDX) 0.1 $488k 2.1k 226.87
General Mls Common Stock (GIS) 0.1 $465k 7.3k 63.77
Dexcom Common Stock (DXCM) 0.1 $435k 5.6k 77.77
Vital Farms Common Stock (VITL) 0.1 $411k 11k 37.69
Otis Worldwide Corp Common Stock (OTIS) 0.1 $400k 4.3k 92.61
Sensata Technologies Hldg Pl Common Stock (ST) 0.1 $365k 13k 27.40
Vertiv Holdings Common Stock (VRT) 0.1 $333k 2.9k 113.61
Merck & Co Common Stock (MRK) 0.1 $324k 3.3k 99.48
Crown Hldgs Common Stock (CCK) 0.1 $296k 3.6k 82.69
Voya Financial Common Stock (VOYA) 0.1 $292k 4.2k 68.83
Netflix Common Stock (NFLX) 0.0 $280k 314.00 891.32
Fluence Energy Common Stock (FLNC) 0.0 $276k 17k 15.88
Yeti Hldgs Common Stock (YETI) 0.0 $273k 7.1k 38.51
Lkq Corp Common Stock (LKQ) 0.0 $255k 6.9k 36.75
Agilent Technologies Common Stock (A) 0.0 $251k 1.9k 134.34
American Tower Corp Common Stock (AMT) 0.0 $250k 1.4k 183.41
Csx Corp Common Stock (CSX) 0.0 $212k 6.6k 32.27
Canadian Pacific Kansas City Common Stock (CP) 0.0 $195k 2.7k 72.37
Canadian Natl Ry Common Stock (CNI) 0.0 $183k 1.8k 101.51
Smurfit Westrock Common Stock (SW) 0.0 $169k 3.1k 53.86
Norfolk Southn Corp Common Stock (NSC) 0.0 $165k 701.00 234.70
Steel Dynamics Common Stock (STLD) 0.0 $117k 1.0k 114.07
Amgen Common Stock (AMGN) 0.0 $97k 371.00 260.64
Shopify Common Stock (SHOP) 0.0 $95k 896.00 106.33
Resmed Common Stock (RMD) 0.0 $95k 416.00 228.69
Dover Corp Common Stock (DOV) 0.0 $86k 460.00 187.60
Nucor Corp Common Stock (NUE) 0.0 $86k 733.00 116.71
Edwards Lifesciences Corp Common Stock (EW) 0.0 $85k 1.1k 74.03
Ball Corp Common Stock (BALL) 0.0 $69k 1.3k 55.13
Waters Corp Common Stock (WAT) 0.0 $66k 177.00 370.98
Darling Ingredients Common Stock (DAR) 0.0 $61k 1.8k 33.69
PTC Common Stock (PTC) 0.0 $60k 328.00 183.87
Hain Celestial Group Common Stock (HAIN) 0.0 $58k 9.4k 6.15
West Pharmaceutical Svsc Common Stock (WST) 0.0 $51k 155.00 327.56
Eastman Chem Common Stock (EMN) 0.0 $44k 480.00 91.32