Mirova

Mirova as of Dec. 31, 2025

Portfolio Holdings for Mirova

Mirova holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Common Stock (NVDA) 6.9 $48M 257k 186.50
Microsoft Corp Common Stock (MSFT) 6.1 $42M 88k 483.62
Ecolab Common Stock (ECL) 5.7 $39M 150k 262.52
Accenture Plc Ireland Common Stock (ACN) 4.5 $31M 115k 268.30
First Solar Common Stock (FSLR) 4.0 $28M 106k 261.23
Xylem Common Stock (XYL) 3.0 $21M 152k 136.18
Eli Lilly & Co Common Stock (LLY) 2.9 $20M 19k 1074.68
Trimble Common Stock (TRMB) 2.8 $19M 245k 78.35
Waste Mgmt Inc Del Common Stock (WM) 2.6 $18M 82k 219.71
Visa Common Stock (V) 2.6 $18M 51k 350.71
American Express Common Stock (AXP) 2.5 $18M 48k 369.95
American Wtr Wks Common Stock (AWK) 2.3 $16M 124k 130.50
Cadence Design System Common Stock (CDNS) 2.0 $14M 43k 312.58
Ebay Common Stock (EBAY) 1.7 $12M 136k 87.10
Itron Common Stock (ITRI) 1.6 $11M 123k 92.86
Bentley Sys Common Stock (BSY) 1.6 $11M 289k 38.16
Colgate Palmolive Common Stock (CL) 1.6 $11M 138k 79.02
Zoetis Common Stock (ZTS) 1.5 $10M 81k 125.82
Stryker Corporation Common Stock (SYK) 1.5 $10M 29k 351.47
Enersys Common Stock (ENS) 1.4 $10M 68k 146.75
Procter And Gamble Common Stock (PG) 1.4 $9.9M 69k 143.31
Intuitive Surgical Common Stock (ISRG) 1.4 $9.8M 17k 566.36
Linde Common Stock (LIN) 1.4 $9.8M 23k 426.39
Emerson Elec Common Stock (EMR) 1.4 $9.4M 71k 132.72
Union Pac Corp Common Stock (UNP) 1.3 $9.4M 41k 231.32
Idex Corp Common Stock (IEX) 1.3 $9.2M 51k 177.94
Tetra Tech Common Stock (TTEK) 1.3 $9.0M 270k 33.54
Badger Meter Inc C Common Stock (BMI) 1.2 $8.5M 49k 174.41
Flex Common Stock (FLEX) 1.1 $7.6M 125k 60.42
Pentair Common Stock (PNR) 1.1 $7.5M 72k 104.14
General Mtrs Common Stock (GM) 1.1 $7.4M 91k 81.32
Sunrun Common Stock (RUN) 1.0 $7.2M 390k 18.40
Palo Alto Networks Common Stock (PANW) 1.0 $7.1M 39k 184.20
Tjx Cos Common Stock (TJX) 1.0 $6.9M 45k 153.61
Avery Dennison Corp Common Stock (AVY) 1.0 $6.6M 37k 181.88
Keysight Technologies Inc C Common Stock (KEYS) 0.9 $6.4M 32k 203.19
Godaddy Common Stock (GDDY) 0.9 $6.4M 51k 124.08
International Flavors&fragra Common Stock (IFF) 0.9 $6.3M 93k 67.39
Salesforce Common Stock (CRM) 0.9 $6.3M 24k 264.91
Servicenow Common Stock (NOW) 0.9 $6.0M 39k 153.19
Planet Labs Pbc Common Stock (PL) 0.9 $6.0M 302k 19.72
Thermo Fisher Scientific Common Stock (TMO) 0.9 $5.9M 10k 579.45
Quanta Svcs Common Stock (PWR) 0.8 $5.8M 14k 422.06
Lauder Estee Cos Common Stock (EL) 0.8 $5.6M 53k 104.72
Littelfuse Common Stock (LFUS) 0.8 $5.5M 22k 252.92
Sprouts Fmrs Mkt Common Stock (SFM) 0.8 $5.5M 68k 79.67
Workday Common Stock (WDAY) 0.7 $5.2M 24k 214.78
Vertiv Holdings Common Stock (VRT) 0.7 $5.0M 31k 162.01
Roper Technologies Common Stock (ROP) 0.7 $4.6M 10k 445.13
Mastercard Incorporated Common Stock (MA) 0.7 $4.6M 8.0k 570.88
Danaher Corporation Common Stock (DHR) 0.6 $4.5M 20k 228.92
Cyberark Software Common Stock (CYBR) 0.6 $4.5M 10k 446.06
Broadcom Common Stock (AVGO) 0.6 $4.4M 13k 346.10
Mettler Toledo International Common Stock (MTD) 0.6 $4.1M 3.0k 1394.19
Lululemon Athletica Common Stock (LULU) 0.6 $4.1M 20k 207.81
Veralto Corp Common Stock (VLTO) 0.6 $4.0M 41k 99.78
Watts Water Technologies Common Stock (WTS) 0.6 $4.0M 15k 276.02
Trane Technologies Common Stock (TT) 0.6 $4.0M 10k 389.20
PTC Common Stock (PTC) 0.6 $3.8M 22k 174.21
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.5 $3.7M 36k 101.40
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.5 $3.5M 149k 23.69
Hubbell Common Stock (HUBB) 0.4 $3.1M 6.9k 444.11
Mp Materials Corp Common Stock (MP) 0.4 $2.8M 55k 50.52
Brookfield Renewable Corp Common Stock (BEPC) 0.4 $2.7M 71k 38.34
Crown Hldgs Common Stock (CCK) 0.3 $2.2M 21k 102.97
Monolithic Pwr Sys Common Stock (MPWR) 0.3 $1.9M 2.0k 906.36
Ziff Davis Common Stock (ZD) 0.3 $1.8M 51k 35.15
Boston Scientific Corp Common Stock (BSX) 0.3 $1.7M 18k 95.35
Exponent Inc C Common Stock (EXPO) 0.2 $1.7M 24k 69.46
Vital Farms Common Stock (VITL) 0.2 $1.6M 49k 31.94
Advanced Drain Sys Inc Del Common Stock (WMS) 0.2 $1.4M 9.7k 144.83
Oracle Corp Common Stock (ORCL) 0.2 $1.2M 6.0k 194.91
Trex Common Stock (TREX) 0.2 $1.2M 33k 35.08
Embecta Corp Common Stock (EMBC) 0.2 $1.1M 93k 11.88
Array Technologies Common Stock (ARRY) 0.1 $1.0M 110k 9.22
Aptiv Common Stock (APTV) 0.1 $945k 12k 76.09
Graphic Packaging Hldg Common Stock (GPK) 0.1 $910k 60k 15.06
Agco Corp Common Stock (AGCO) 0.1 $638k 6.1k 104.32
Taiwan Semiconductor Mfg American Depository Receipt (TSM) 0.1 $499k 1.6k 303.89
Verizon Communications Common Stock (VZ) 0.1 $460k 11k 40.73
Gilead Sciences Common Stock (GILD) 0.1 $457k 3.7k 122.74
Netflix Common Stock (NFLX) 0.1 $446k 4.8k 93.76
Nextera Energy Common Stock (NEE) 0.1 $405k 5.0k 80.28
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $326k 14k 24.02
Autoliv Common Stock (ALV) 0.0 $320k 2.7k 118.70
Bank New York Mellon Corp Common Stock (BK) 0.0 $286k 2.5k 116.09
Mueller Wtr Prods Common Stock (MWA) 0.0 $277k 12k 23.82
Adobe Common Stock (ADBE) 0.0 $274k 782.00 349.99
Edwards Lifesciences Corp Common Stock (EW) 0.0 $242k 2.8k 85.25
Shopify Common Stock (SHOP) 0.0 $66k 407.00 160.97
Yeti Hldgs Common Stock (YETI) 0.0 $65k 1.5k 44.17
Lkq Corp Common Stock (LKQ) 0.0 $54k 1.8k 30.20