Mirova

Mirova as of Sept. 30, 2025

Portfolio Holdings for Mirova

Mirova holds 111 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Common Stock (NVDA) 6.7 $48M 255k 186.58
Microsoft Corp Common Stock (MSFT) 6.4 $45M 87k 517.95
Ecolab Common Stock (ECL) 6.1 $43M 156k 273.86
Accenture Plc Ireland Common Stock (ACN) 4.2 $30M 122k 246.60
First Solar Common Stock (FSLR) 4.1 $29M 133k 220.53
Xylem Common Stock (XYL) 3.2 $23M 152k 147.50
Waste Mgmt Inc Del Common Stock (WM) 2.7 $19M 85k 220.83
Trimble Common Stock (TRMB) 2.6 $19M 228k 81.65
Visa Common Stock (V) 2.5 $18M 52k 341.38
Eli Lilly & Co Common Stock (LLY) 2.4 $17M 22k 763.00
American Express Common Stock (AXP) 2.3 $17M 50k 332.16
American Wtr Wks Common Stock (AWK) 2.3 $17M 118k 139.19
Cadence Design System Common Stock (CDNS) 2.0 $14M 40k 351.26
Bentley Sys Common Stock (BSY) 2.0 $14M 272k 51.48
Ebay Common Stock (EBAY) 1.7 $12M 131k 90.95
Colgate Palmolive Common Stock (CL) 1.6 $11M 142k 79.94
Zoetis Common Stock (ZTS) 1.6 $11M 76k 146.32
Stryker Corporation Common Stock (SYK) 1.5 $11M 29k 369.67
Procter And Gamble Common Stock (PG) 1.5 $11M 69k 153.65
Thermo Fisher Scientific Common Stock (TMO) 1.4 $9.7M 20k 485.02
Linde Common Stock (LIN) 1.4 $9.6M 20k 475.00
Emerson Elec Common Stock (EMR) 1.3 $9.3M 71k 131.18
Tjx Cos Common Stock (TJX) 1.3 $9.0M 62k 144.54
Sunrun Common Stock (RUN) 1.2 $8.8M 510k 17.29
Badger Meter Common Stock (BMI) 1.2 $8.8M 49k 178.58
Idex Corp Common Stock (IEX) 1.2 $8.6M 53k 162.76
Pentair Common Stock (PNR) 1.2 $8.6M 77k 110.76
Union Pac Corp Common Stock (UNP) 1.2 $8.2M 35k 236.37
Palo Alto Networks Common Stock (PANW) 1.1 $8.1M 40k 203.62
Intuitive Surgical Common Stock (ISRG) 1.1 $7.8M 18k 447.23
Enersys Common Stock (ENS) 1.1 $7.7M 68k 112.96
Flex Common Stock (FLEX) 1.1 $7.7M 132k 57.97
Sprouts Fmrs Mkt Common Stock (SFM) 1.0 $6.9M 63k 108.80
General Mtrs Common Stock (GM) 0.9 $6.6M 108k 60.97
Quanta Svcs Common Stock (PWR) 0.9 $6.2M 15k 414.42
Avery Dennison Corp Common Stock (AVY) 0.9 $6.1M 38k 162.17
Servicenow Common Stock (NOW) 0.8 $5.9M 6.5k 920.28
Workday Common Stock (WDAY) 0.8 $5.8M 24k 240.73
International Flavors&fragra Common Stock (IFF) 0.8 $5.7M 93k 61.54
Salesforce Common Stock (CRM) 0.8 $5.6M 24k 237.00
Tetra Tech Common Stock (TTEK) 0.8 $5.5M 165k 33.38
Roper Technologies Common Stock (ROP) 0.7 $5.3M 11k 498.69
Graphic Packaging Hldg Common Stock (GPK) 0.7 $5.3M 270k 19.57
Mastercard Incorporated Common Stock (MA) 0.7 $5.1M 8.9k 568.81
Itron Common Stock (ITRI) 0.7 $5.0M 40k 124.56
Vertiv Holdings Common Stock (VRT) 0.7 $4.9M 32k 150.86
Cyberark Software Common Stock (CYBR) 0.7 $4.8M 10k 483.15
Watts Water Technologies Common Stock (WTS) 0.7 $4.8M 17k 279.28
Veralto Corp Common Stock (VLTO) 0.7 $4.7M 44k 106.61
Lauder Estee Cos Common Stock (EL) 0.7 $4.7M 53k 88.12
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.6 $4.5M 42k 108.57
Trane Technologies Common Stock (TT) 0.6 $4.4M 11k 421.96
Mp Materials Corp Common Stock (MP) 0.6 $4.2M 63k 67.07
Planet Labs Pbc Common Stock (PL) 0.6 $4.2M 321k 12.98
Danaher Corporation Common Stock (DHR) 0.6 $4.0M 20k 198.26
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.5 $3.7M 149k 24.79
Mettler Toledo International Common Stock (MTD) 0.5 $3.7M 3.0k 1227.61
Godaddy Common Stock (GDDY) 0.5 $3.4M 25k 136.83
PTC Common Stock (PTC) 0.5 $3.3M 16k 203.02
Verizon Communications Common Stock (VZ) 0.4 $3.0M 69k 43.95
Tutor Perini Corp Common Stock (TPC) 0.4 $2.9M 45k 65.59
Lululemon Athletica Common Stock (LULU) 0.4 $2.8M 16k 177.93
Monolithic Pwr Sys Common Stock (MPWR) 0.4 $2.8M 3.1k 920.64
Hubbell Common Stock (HUBB) 0.4 $2.7M 6.2k 430.31
Brookfield Renewable Corp Common Stock (BEPC) 0.3 $2.4M 71k 34.42
Nextracker Common Stock (NXT) 0.3 $2.4M 32k 73.99
Vital Farms Common Stock (VITL) 0.3 $2.2M 54k 41.15
Boston Scientific Corp Common Stock (BSX) 0.3 $2.0M 20k 97.63
Trex Common Stock (TREX) 0.3 $2.0M 38k 51.67
Exponent Common Stock (EXPO) 0.3 $1.8M 26k 69.48
Pinterest Common Stock (PINS) 0.3 $1.8M 56k 32.17
Keysight Technologies Common Stock (KEYS) 0.2 $1.7M 9.8k 174.92
Abbott Labs Common Stock (ABT) 0.2 $1.7M 13k 133.94
On Semiconductor Corp Common Stock (ON) 0.2 $1.5M 30k 49.31
Embecta Corp Common Stock (EMBC) 0.2 $1.5M 103k 14.11
Netflix Common Stock (NFLX) 0.2 $1.4M 1.2k 1198.92
Rockwell Automation Common Stock (ROK) 0.2 $1.4M 4.0k 349.53
Advanced Drain Sys Inc Del Common Stock (WMS) 0.2 $1.4M 9.8k 138.70
Chipotle Mexican Grill Common Stock (CMG) 0.2 $1.1M 29k 39.19
Aptiv Common Stock (APTV) 0.2 $1.1M 12k 86.22
Agco Corp Common Stock (AGCO) 0.1 $1.0M 9.8k 107.07
Mueller Wtr Prods Common Stock (MWA) 0.1 $1.0M 39k 25.52
Array Technologies Common Stock (ARRY) 0.1 $931k 114k 8.15
Zurn Elkay Water Solns Corp Common Stock (ZWS) 0.1 $791k 17k 47.03
Donaldson Common Stock (DCI) 0.1 $702k 8.6k 81.85
Hewlett Packard Enterprise C Common Stock (HPE) 0.1 $650k 27k 24.56
Grocery Outlet Hldg Corp Common Stock (GO) 0.1 $603k 38k 16.05
Adobe Common Stock (ADBE) 0.1 $598k 1.7k 352.75
Ha Sustainable Infra Cap Common Stock (HASI) 0.1 $587k 19k 30.70
Autodesk Common Stock (ADSK) 0.1 $562k 1.8k 317.67
Neogenomics Common Stock (NEO) 0.1 $501k 65k 7.72
Synopsys Common Stock (SNPS) 0.1 $488k 988.00 493.39
Mccormick & Co Common Stock (MKC) 0.1 $471k 7.0k 66.91
Taiwan Semiconductor Mfg American Depository Receipt (TSM) 0.1 $459k 1.6k 279.29
Gilead Sciences Common Stock (GILD) 0.1 $448k 4.0k 111.00
Voya Financial Common Stock (VOYA) 0.1 $439k 5.9k 74.80
Bristol-myers Squibb Common Stock (BMY) 0.1 $412k 9.1k 45.10
On Hldg Common Stock (ONON) 0.1 $392k 9.2k 42.35
Autoliv Common Stock (ALV) 0.1 $361k 2.9k 123.50
Crown Hldgs Common Stock (CCK) 0.0 $318k 3.3k 96.59
Core & Main Common Stock (CNM) 0.0 $281k 5.2k 53.83
Bank New York Mellon Corp Common Stock (BK) 0.0 $275k 2.5k 108.96
Nextera Energy Common Stock (NEE) 0.0 $263k 3.5k 75.49
Agilent Technologies Common Stock (A) 0.0 $227k 1.8k 128.35
Edwards Lifesciences Corp Common Stock (EW) 0.0 $226k 2.9k 77.77
General Mls Common Stock (GIS) 0.0 $196k 3.9k 50.42
Shopify Common Stock (SHOP) 0.0 $61k 407.00 148.61
Lkq Corp Common Stock (LKQ) 0.0 $55k 1.8k 30.54
Yeti Hldgs Common Stock (YETI) 0.0 $49k 1.5k 33.18
Sweetgreen Common Stock (SG) 0.0 $30k 3.7k 7.98
Eastman Chem Common Stock (EMN) 0.0 $29k 456.00 63.05