Mirova

Mirova as of June 30, 2025

Portfolio Holdings for Mirova

Mirova holds 119 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 7.9 $56M 138k 405.46
Ecolab Common Stock (ECL) 6.2 $44M 164k 269.44
Nvidia Corporation Common Stock (NVDA) 5.9 $42M 265k 157.99
Microsoft Corp Common Stock (MSFT) 5.5 $39M 78k 497.41
Accenture Plc Ireland Common Stock (ACN) 5.3 $38M 126k 298.89
Eli Lilly & Co Common Stock (LLY) 3.2 $23M 29k 779.53
Waste Mgmt Inc Del Common Stock (WM) 2.7 $19M 84k 228.82
Xylem Common Stock (XYL) 2.6 $19M 144k 129.36
Trimble Common Stock (TRMB) 2.5 $18M 235k 75.98
Visa Common Stock (V) 2.5 $18M 50k 355.05
American Wtr Wks Common Stock (AWK) 2.3 $16M 116k 139.11
American Express Common Stock (AXP) 2.2 $16M 50k 318.98
Bentley Sys Common Stock (BSY) 2.0 $14M 266k 53.97
Colgate Palmolive Common Stock (CL) 1.7 $12M 131k 90.90
Badger Meter Common Stock (BMI) 1.7 $12M 48k 244.95
Stryker Corporation Common Stock (SYK) 1.6 $11M 29k 395.63
Ebay Common Stock (EBAY) 1.6 $11M 148k 74.46
Cadence Design System Common Stock (CDNS) 1.5 $11M 35k 308.15
Sprouts Fmrs Mkt Common Stock (SFM) 1.4 $9.9M 60k 164.64
Zoetis Common Stock (ZTS) 1.4 $9.9M 63k 155.95
Intuitive Surgical Common Stock (ISRG) 1.3 $9.4M 17k 543.41
Idex Corp Common Stock (IEX) 1.2 $8.7M 50k 175.57
Procter And Gamble Common Stock (PG) 1.2 $8.6M 54k 159.32
Linde Common Stock (LIN) 1.2 $8.6M 18k 469.18
First Solar Common Stock (FSLR) 1.1 $8.0M 49k 165.54
Pentair Common Stock (PNR) 1.1 $8.0M 78k 102.66
Emerson Elec Common Stock (EMR) 1.1 $7.9M 59k 133.33
Union Pac Corp Common Stock (UNP) 1.0 $7.1M 31k 230.08
International Flavors&fragra Common Stock (IFF) 1.0 $6.8M 92k 73.55
Servicenow Common Stock (NOW) 0.9 $6.6M 6.4k 1028.08
Avery Dennison Corp Common Stock (AVY) 0.9 $6.4M 36k 175.47
Salesforce Common Stock (CRM) 0.9 $6.4M 23k 272.69
Graphic Packaging Hldg Common Stock (GPK) 0.9 $6.3M 301k 21.07
Palo Alto Networks Common Stock (PANW) 0.9 $6.3M 31k 204.64
Workday Common Stock (WDAY) 0.9 $6.1M 25k 240.00
Roper Technologies Common Stock (ROP) 0.8 $5.8M 10k 566.84
Enersys Common Stock (ENS) 0.8 $5.5M 64k 85.77
Trane Technologies Common Stock (TT) 0.8 $5.4M 12k 437.41
Itron Common Stock (ITRI) 0.7 $5.2M 40k 131.63
Tetra Tech Common Stock (TTEK) 0.7 $5.2M 145k 35.96
General Mtrs Common Stock (GM) 0.7 $5.1M 104k 49.21
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.7 $5.1M 41k 123.59
Godaddy Common Stock (GDDY) 0.7 $5.1M 28k 180.06
Quanta Svcs Common Stock (PWR) 0.7 $5.1M 13k 378.08
Mastercard Incorporated Common Stock (MA) 0.7 $5.0M 8.8k 561.94
Lauder Estee Cos Common Stock (EL) 0.7 $4.6M 57k 80.80
Sunrun Common Stock (RUN) 0.7 $4.6M 564k 8.18
Lululemon Athletica Common Stock (LULU) 0.6 $4.4M 19k 237.58
Veralto Corp Common Stock (VLTO) 0.6 $4.2M 42k 100.95
Watts Water Technologies Common Stock (WTS) 0.6 $4.2M 17k 245.89
Cyberark Software Common Stock (CYBR) 0.6 $4.0M 9.9k 406.88
Flex Common Stock (FLEX) 0.5 $3.8M 76k 49.92
Tjx Cos Common Stock (TJX) 0.5 $3.5M 28k 123.49
Mettler Toledo International Common Stock (MTD) 0.5 $3.4M 2.9k 1174.72
Nextera Energy Common Stock (NEE) 0.5 $3.3M 47k 69.42
Chipotle Mexican Grill Common Stock (CMG) 0.5 $3.3M 58k 56.15
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.4 $3.1M 120k 25.69
PTC Common Stock (PTC) 0.4 $2.7M 16k 172.34
Tutor Perini Corp Common Stock (TPC) 0.4 $2.6M 55k 46.78
Oracle Corp Common Stock (ORCL) 0.3 $2.4M 11k 218.63
Vital Farms Common Stock (VITL) 0.3 $2.3M 60k 38.52
Brookfield Renewable Corp Common Stock (BEPC) 0.3 $2.2M 68k 32.78
Exponent Common Stock (EXPO) 0.3 $2.2M 30k 74.71
Core & Main Common Stock (CNM) 0.3 $2.2M 36k 60.35
Boston Scientific Corp Common Stock (BSX) 0.3 $2.2M 20k 107.41
Hubbell Common Stock (HUBB) 0.3 $2.0M 5.0k 408.41
Monolithic Pwr Sys Common Stock (MPWR) 0.3 $2.0M 2.8k 731.38
Trex Common Stock (TREX) 0.3 $2.0M 36k 54.38
Verizon Communications Common Stock (VZ) 0.3 $2.0M 45k 43.27
Vertiv Holdings Common Stock (VRT) 0.3 $1.9M 15k 128.41
Bank New York Mellon Corp Common Stock (BK) 0.3 $1.8M 20k 91.11
Zurn Elkay Water Solns Corp Common Stock (ZWS) 0.3 $1.8M 49k 36.57
Abbott Labs Common Stock (ABT) 0.2 $1.7M 13k 136.01
Pfizer Common Stock (PFE) 0.2 $1.7M 68k 24.24
Planet Labs Pbc Common Stock (PL) 0.2 $1.6M 269k 6.10
On Semiconductor Corp Common Stock (ON) 0.2 $1.5M 29k 52.41
Netflix Common Stock (NFLX) 0.2 $1.5M 1.1k 1339.13
Medtronic Common Stock (MDT) 0.2 $1.4M 16k 87.17
Rockwell Automation Common Stock (ROK) 0.2 $1.3M 3.8k 332.17
Mp Materials Corp Common Stock (MP) 0.2 $1.3M 38k 33.27
Aptiv Common Stock (APTV) 0.2 $1.1M 16k 68.22
Ansys Common Stock (ANSS) 0.1 $1.0M 2.9k 351.22
Agco Corp Common Stock (AGCO) 0.1 $1.0M 9.8k 103.16
Embecta Corp Common Stock (EMBC) 0.1 $998k 103k 9.69
Mueller Wtr Prods Common Stock (MWA) 0.1 $946k 39k 24.04
Danaher Corporation Common Stock (DHR) 0.1 $683k 3.5k 197.54
Array Technologies Common Stock (ARRY) 0.1 $674k 114k 5.90
United Nat Foods Common Stock (UNFI) 0.1 $670k 29k 23.31
Donaldson Common Stock (DCI) 0.1 $595k 8.6k 69.35
Autodesk Common Stock (ADSK) 0.1 $547k 1.8k 309.57
Hewlett Packard Enterprise C Common Stock (HPE) 0.1 $541k 27k 20.45
Enphase Energy Common Stock (ENPH) 0.1 $538k 14k 39.65
Mccormick & Co Common Stock (MKC) 0.1 $534k 7.0k 75.82
Owens Corning Common Stock (OC) 0.1 $523k 3.8k 137.52
Ha Sustainable Infra Cap Common Stock (HASI) 0.1 $514k 19k 26.86
Cisco Sys Common Stock (CSCO) 0.1 $501k 7.2k 69.38
On Hldg Common Stock (ONON) 0.1 $481k 9.2k 52.05
Neogenomics Common Stock (NEO) 0.1 $475k 65k 7.31
Gilead Sciences Common Stock (GILD) 0.1 $447k 4.0k 110.87
Dexcom Common Stock (DXCM) 0.1 $423k 4.8k 87.29
Voya Financial Common Stock (VOYA) 0.1 $417k 5.9k 71.00
Boise Cascade Co Del Common Stock (BCC) 0.0 $351k 4.0k 86.82
Adobe Common Stock (ADBE) 0.0 $346k 895.00 386.88
Crown Hldgs Common Stock (CCK) 0.0 $339k 3.3k 102.98
Becton Dickinson & Co Common Stock (BDX) 0.0 $328k 1.9k 172.25
Autoliv Common Stock (ALV) 0.0 $327k 2.9k 111.90
Novanta Common Stock (NOVT) 0.0 $292k 2.3k 128.93
Grocery Outlet Hldg Corp Common Stock (GO) 0.0 $274k 22k 12.42
Fluence Energy Common Stock (FLNC) 0.0 $228k 34k 6.71
Edwards Lifesciences Corp Common Stock (EW) 0.0 $228k 2.9k 78.21
Bristol-myers Squibb Common Stock (BMY) 0.0 $216k 4.7k 46.29
Agilent Technologies Common Stock (A) 0.0 $209k 1.8k 118.01
General Mls Common Stock (GIS) 0.0 $202k 3.9k 51.81
Advanced Drain Sys Inc Del Common Stock (WMS) 0.0 $111k 965.00 114.86
Lkq Corp Common Stock (LKQ) 0.0 $66k 1.8k 37.01
Sweetgreen Common Stock (SG) 0.0 $55k 3.7k 14.88
Yeti Hldgs Common Stock (YETI) 0.0 $47k 1.5k 31.52
Eastman Chem Common Stock (EMN) 0.0 $34k 456.00 74.66
Shopify Common Stock (SHOP) 0.0 $24k 210.00 115.35