Mirova

Mirova as of March 31, 2025

Portfolio Holdings for Mirova

Mirova holds 134 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 13.6 $75M 152k 497.60
Ecolab Common Stock (ECL) 7.3 $40M 159k 253.52
Accenture Plc Ireland Common Stock (ACN) 6.7 $37M 120k 312.04
Nvidia Corporation Common Stock (NVDA) 4.6 $26M 237k 108.38
Microsoft Corp Common Stock (MSFT) 4.6 $26M 68k 375.39
Eli Lilly & Co Common Stock (LLY) 4.0 $22M 27k 825.91
Visa Common Stock (V) 2.8 $16M 45k 350.46
Waste Mgmt Inc Del Common Stock (WM) 2.7 $15M 65k 231.51
American Express Common Stock (AXP) 2.2 $12M 46k 269.05
American Wtr Wks Common Stock (AWK) 2.1 $12M 80k 147.52
Xylem Common Stock (XYL) 1.9 $10M 86k 119.46
Stryker Corporation Common Stock (SYK) 1.8 $9.7M 26k 372.25
Trimble Common Stock (TRMB) 1.6 $9.0M 137k 65.65
Procter And Gamble Common Stock (PG) 1.4 $7.7M 45k 170.42
Intuitive Surgical Common Stock (ISRG) 1.3 $7.1M 14k 495.27
Bentley Sys Common Stock (BSY) 1.2 $6.9M 176k 39.34
Bright Horizons Fam Sol In D Common Stock (BFAM) 1.2 $6.8M 54k 127.04
Colgate Palmolive Common Stock (CL) 1.2 $6.8M 72k 93.70
Union Pac Corp Common Stock (UNP) 1.2 $6.7M 29k 236.24
Linde Common Stock (LIN) 1.2 $6.4M 14k 465.64
International Flavors&fragra Common Stock (IFF) 1.1 $6.4M 82k 77.61
General Mtrs Common Stock (GM) 1.1 $6.3M 134k 47.03
Ebay Common Stock (EBAY) 1.1 $6.1M 89k 67.73
Workday Common Stock (WDAY) 0.9 $5.2M 23k 233.53
Zoetis Common Stock (ZTS) 0.9 $5.1M 31k 164.65
Salesforce Common Stock (CRM) 0.9 $5.1M 19k 268.36
Mastercard Incorporated Common Stock (MA) 0.9 $4.8M 8.8k 548.12
Badger Meter Common Stock (BMI) 0.9 $4.8M 25k 190.25
Servicenow Common Stock (NOW) 0.9 $4.8M 6.0k 796.14
Sunrun Common Stock (RUN) 0.8 $4.7M 798k 5.86
Idex Corp Common Stock (IEX) 0.8 $4.6M 25k 180.97
Exponent Common Stock (EXPO) 0.8 $4.6M 56k 81.06
Godaddy Common Stock (GDDY) 0.8 $4.6M 25k 180.14
Trane Technologies Common Stock (TT) 0.8 $4.5M 13k 336.92
Lululemon Athletica Common Stock (LULU) 0.8 $4.4M 16k 283.06
Enersys Common Stock (ENS) 0.7 $4.0M 43k 91.58
Graphic Packaging Hldg Common Stock (GPK) 0.7 $3.9M 151k 25.96
Roper Technologies Common Stock (ROP) 0.7 $3.9M 6.6k 589.58
Sprouts Fmrs Mkt Common Stock (SFM) 0.7 $3.9M 25k 152.64
Palo Alto Networks Common Stock (PANW) 0.7 $3.8M 23k 170.64
Cadence Design System Common Stock (CDNS) 0.7 $3.8M 15k 254.33
Tetra Tech Common Stock (TTEK) 0.6 $3.5M 121k 29.25
Lauder Estee Cos Common Stock (EL) 0.6 $3.5M 54k 66.00
Nextera Energy Common Stock (NEE) 0.6 $3.5M 50k 70.89
Chipotle Mexican Grill Common Stock (CMG) 0.6 $3.4M 69k 50.21
Quanta Svcs Common Stock (PWR) 0.6 $3.2M 13k 254.18
First Solar Common Stock (FSLR) 0.6 $3.2M 25k 126.43
Cyberark Software Common Stock (CYBR) 0.6 $3.1M 9.2k 338.00
Emerson Elec Common Stock (EMR) 0.5 $3.0M 27k 109.64
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.5 $2.8M 96k 29.28
Flex Common Stock (FLEX) 0.5 $2.8M 85k 33.08
Verizon Communications Common Stock (VZ) 0.5 $2.6M 57k 45.36
Cisco Sys Common Stock (CSCO) 0.4 $2.5M 40k 61.71
Veralto Corp Common Stock (VLTO) 0.4 $2.5M 25k 97.45
Avery Dennison Corp Common Stock (AVY) 0.4 $2.5M 14k 177.97
Boston Scientific Corp Common Stock (BSX) 0.4 $2.3M 22k 100.88
Mettler Toledo International Common Stock (MTD) 0.4 $2.2M 1.9k 1180.91
Pentair Common Stock (PNR) 0.4 $2.1M 24k 87.48
Tjx Cos Common Stock (TJX) 0.3 $1.9M 16k 121.80
Brookfield Renewable Corp Common Stock (BEPC) 0.3 $1.9M 68k 27.92
Oracle Corp Common Stock (ORCL) 0.3 $1.8M 13k 139.81
Pfizer Common Stock (PFE) 0.3 $1.8M 72k 25.34
Monolithic Pwr Sys Common Stock (MPWR) 0.3 $1.8M 3.1k 579.98
Itron Common Stock (ITRI) 0.3 $1.7M 16k 104.76
Enphase Energy Common Stock (ENPH) 0.3 $1.7M 28k 62.05
Tutor Perini Corp Common Stock (TPC) 0.3 $1.7M 71k 23.18
Zurn Elkay Water Solns Corp Common Stock (ZWS) 0.3 $1.6M 49k 32.98
Core & Main Common Stock (CNM) 0.3 $1.6M 32k 48.31
Bank New York Mellon Corp Common Stock (BK) 0.3 $1.4M 17k 83.87
Trex Common Stock (TREX) 0.3 $1.4M 24k 58.10
Mp Materials Corp Common Stock (MP) 0.2 $1.3M 53k 24.41
On Semiconductor Corp Common Stock (ON) 0.2 $1.2M 29k 40.69
Watts Water Technologies Common Stock (WTS) 0.2 $1.1M 5.5k 203.92
Mueller Wtr Prods Common Stock (MWA) 0.2 $1000k 39k 25.42
Rockwell Automation Common Stock (ROK) 0.2 $992k 3.8k 258.38
PTC Common Stock (PTC) 0.2 $981k 6.3k 154.95
Aptiv Common Stock (APTV) 0.2 $953k 16k 59.50
Agco Corp Common Stock (AGCO) 0.2 $922k 10k 92.57
Ansys Common Stock (ANSS) 0.2 $920k 2.9k 316.56
Bristol-myers Squibb Common Stock (BMY) 0.2 $903k 15k 60.99
Autoliv Common Stock (ALV) 0.2 $886k 10k 88.45
Danaher Corporation Common Stock (DHR) 0.1 $806k 3.9k 205.00
Novanta Common Stock (NOVT) 0.1 $767k 6.0k 127.87
Vertiv Holdings Common Stock (VRT) 0.1 $722k 10k 72.20
Boise Cascade Co Del Common Stock (BCC) 0.1 $695k 7.1k 98.09
Omnicom Group Common Stock (OMC) 0.1 $660k 8.0k 82.91
Kadant Common Stock (KAI) 0.1 $628k 1.9k 336.91
Neogenomics Common Stock (NEO) 0.1 $616k 65k 9.49
Adobe Common Stock (ADBE) 0.1 $583k 1.5k 383.53
Donaldson Common Stock (DCI) 0.1 $575k 8.6k 67.06
Autodesk Common Stock (ADSK) 0.1 $569k 2.2k 261.80
Ha Sustainable Infra Cap Common Stock (HASI) 0.1 $559k 19k 29.24
Array Technologies Common Stock (ARRY) 0.1 $556k 114k 4.87
Owens Corning Common Stock (OC) 0.1 $543k 3.8k 142.82
Sweetgreen Common Stock (SG) 0.1 $513k 21k 25.02
On Hldg Common Stock (ONON) 0.1 $508k 12k 43.92
Vital Farms Common Stock (VITL) 0.1 $502k 17k 30.47
Becton Dickinson & Co Common Stock (BDX) 0.1 $492k 2.1k 229.06
Netflix Common Stock (NFLX) 0.1 $490k 525.00 932.53
Greif Common Stock (GEF) 0.1 $453k 8.2k 54.99
Otis Worldwide Corp Common Stock (OTIS) 0.1 $446k 4.3k 103.20
General Mls Common Stock (GIS) 0.1 $436k 7.3k 59.79
Hewlett Packard Enterprise C Common Stock (HPE) 0.1 $408k 27k 15.43
Dexcom Common Stock (DXCM) 0.1 $382k 5.6k 68.29
Embecta Corp Common Stock (EMBC) 0.1 $371k 29k 12.75
Gilead Sciences Common Stock (GILD) 0.1 $324k 2.9k 112.05
Sensata Technologies Hldg Pl Common Stock (ST) 0.1 $323k 13k 24.27
Crown Hldgs Common Stock (CCK) 0.1 $304k 3.4k 89.26
American Tower Corp Common Stock (AMT) 0.1 $297k 1.4k 217.60
Planet Labs Pbc Common Stock (PL) 0.1 $296k 88k 3.38
Lkq Corp Common Stock (LKQ) 0.1 $296k 6.9k 42.54
Merck & Co Common Stock (MRK) 0.1 $292k 3.3k 89.76
Voya Financial Common Stock (VOYA) 0.1 $288k 4.2k 67.76
Agilent Technologies Common Stock (A) 0.0 $218k 1.9k 116.98
Csx Corp Common Stock (CSX) 0.0 $194k 6.6k 29.43
Canadian Pacific Kansas City Common Stock (CP) 0.0 $189k 2.7k 70.21
Canadian Natl Ry Common Stock (CNI) 0.0 $176k 1.8k 97.46
Norfolk Southn Corp Common Stock (NSC) 0.0 $166k 701.00 236.85
Fluence Energy Common Stock (FLNC) 0.0 $165k 34k 4.85
Smurfit Westrock Common Stock (SW) 0.0 $142k 3.1k 45.06
Steel Dynamics Common Stock (STLD) 0.0 $128k 1.0k 125.08
Amgen Common Stock (AMGN) 0.0 $116k 371.00 311.55
Shopify Common Stock (SHOP) 0.0 $106k 1.1k 95.48
Resmed Common Stock (RMD) 0.0 $93k 416.00 223.85
Nucor Corp Common Stock (NUE) 0.0 $88k 733.00 120.34
Edwards Lifesciences Corp Common Stock (EW) 0.0 $83k 1.1k 72.48
Dover Corp Common Stock (DOV) 0.0 $81k 460.00 175.68
Ball Corp Common Stock (BALL) 0.0 $65k 1.3k 52.07
Waters Corp Common Stock (WAT) 0.0 $65k 177.00 368.57
Darling Ingredients Common Stock (DAR) 0.0 $57k 1.8k 31.24
Yeti Hldgs Common Stock (YETI) 0.0 $49k 1.5k 33.10
Eastman Chem Common Stock (EMN) 0.0 $42k 480.00 88.11
Hain Celestial Group Common Stock (HAIN) 0.0 $39k 9.4k 4.15
West Pharmaceutical Svsc Common Stock (WST) 0.0 $35k 155.00 223.88