Mirova

Mirova as of March 31, 2026

Portfolio Holdings for Mirova

Mirova holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Common Stock (NVDA) 6.2 $152M 869k 174.40
Microsoft Corp Common Stock (MSFT) 2.8 $70M 189k 370.17
Cadence Design System Common Stock (CDNS) 2.6 $65M 232k 277.87
Servicenow Common Stock (NOW) 2.6 $64M 612k 104.55
Synopsys Common Stock (SNPS) 2.4 $60M 152k 396.48
Ecolab Common Stock (ECL) 2.2 $54M 203k 266.02
Broadcom Common Stock (AVGO) 2.1 $53M 170k 309.51
Alphabet Common Stock (GOOGL) 2.1 $52M 181k 287.56
Crowdstrike Hldgs Common Stock (CRWD) 1.9 $46M 118k 390.41
Bentley Sys Common Stock (BSY) 1.8 $44M 1.3M 35.12
Intuitive Surgical Common Stock (ISRG) 1.7 $42M 91k 460.99
Snowflake Common Stock (SNOW) 1.6 $39M 258k 150.82
Waste Mgmt Inc Del Common Stock (WM) 1.6 $38M 166k 229.79
Vertiv Holdings Common Stock (VRT) 1.5 $38M 151k 250.58
Nvent Elec Common Stock (NVT) 1.5 $38M 321k 118.28
Clean Harbors Common Stock (CLH) 1.5 $38M 131k 286.73
Advanced Micro Devices Common Stock (AMD) 1.5 $37M 183k 203.43
Thermo Fisher Scientific Common Stock (TMO) 1.5 $36M 73k 491.53
First Solar Common Stock (FSLR) 1.3 $32M 161k 197.26
Veralto Corp Common Stock (VLTO) 1.3 $31M 354k 88.42
Idex Corp Common Stock (IEX) 1.2 $31M 161k 189.55
Palo Alto Networks Common Stock (PANW) 1.2 $30M 187k 160.32
Xylem Common Stock (XYL) 1.2 $29M 245k 119.50
Kla Corp Common Stock (KLAC) 1.2 $29M 20k 1472.41
Jbt Marel Corporation Common Stock (JBTM) 1.0 $25M 194k 127.87
Danaher Corp Del Common Stock (DHR) 1.0 $25M 131k 189.60
PTC Common Stock (PTC) 1.0 $25M 173k 142.49
Waste Connections Common Stock (WCN) 1.0 $24M 148k 162.44
Elastic N V Common Stock (ESTC) 1.0 $24M 479k 49.99
Mongodb Common Stock (MDB) 1.0 $24M 97k 244.77
Advanced Drain Sys Inc Del Common Stock (WMS) 1.0 $24M 172k 137.13
Equinix Common Stock (EQIX) 0.9 $22M 23k 980.24
American Wtr Wks Common Stock (AWK) 0.9 $21M 157k 136.09
Core & Main Common Stock (CNM) 0.8 $21M 418k 49.40
Eli Lilly & Co Common Stock (LLY) 0.8 $20M 22k 919.77
Pentair Common Stock (PNR) 0.8 $20M 229k 87.11
Manhattan Associates Common Stock (MANH) 0.8 $20M 149k 133.12
Api Group Corp Common Stock (APG) 0.8 $20M 483k 40.52
Digital Rlty Tr Common Stock (DLR) 0.8 $19M 105k 180.21
Tetra Tech Common Stock (TTEK) 0.7 $18M 612k 30.12
Dexcom Common Stock (DXCM) 0.7 $18M 293k 62.80
Procept Biorobotics Corp Common Stock (PRCT) 0.7 $18M 724k 25.01
Trimble Common Stock (TRMB) 0.7 $17M 266k 65.23
Osi Systems Common Stock (OSIS) 0.7 $17M 65k 265.51
Medtronic Common Stock (MDT) 0.7 $17M 196k 86.65
Jfrog Common Stock (FROG) 0.7 $17M 355k 46.93
Steris Common Stock (STE) 0.7 $16M 74k 221.13
Motorola Solutions Common Stock (MSI) 0.7 $16M 38k 433.97
Littelfuse Common Stock (LFUS) 0.7 $16M 47k 339.35
Essential Utils Common Stock (WTRG) 0.6 $16M 393k 40.27
Netflix Common Stock (NFLX) 0.6 $15M 161k 96.15
Wabtec Common Stock (WAB) 0.6 $15M 62k 249.91
Roper Technologies Common Stock (ROP) 0.6 $15M 43k 353.86
Zscaler Common Stock (ZS) 0.6 $15M 106k 140.29
Argenx Se American Depository Receipt (ARGX) 0.6 $15M 20k 730.25
Stryker Corporation Common Stock (SYK) 0.6 $14M 44k 328.59
Nasdaq Common Stock (NDAQ) 0.6 $14M 166k 84.89
Ferguson Enterprises Common Stock (FERG) 0.5 $14M 58k 233.26
Linde Common Stock (LIN) 0.5 $14M 27k 495.76
Msa Safety Common Stock (MSA) 0.5 $13M 81k 163.95
Itron Common Stock (ITRI) 0.5 $13M 140k 89.63
Emerson Elec Common Stock (EMR) 0.5 $13M 95k 131.02
Accenture Plc Ireland Common Stock (ACN) 0.5 $13M 63k 198.29
Cellebrite Di Common Stock (CLBT) 0.5 $12M 882k 13.78
Axon Enterprise Common Stock (AXON) 0.5 $12M 29k 424.69
Applied Indl Technologies In Common Stock (AIT) 0.5 $12M 46k 265.32
Tyler Technologies Common Stock (TYL) 0.5 $12M 35k 342.38
Rollins Common Stock (ROL) 0.5 $12M 225k 53.41
Ebay Common Stock (EBAY) 0.5 $12M 131k 91.02
Autodesk Common Stock (ADSK) 0.5 $12M 50k 239.40
Aptiv Common Stock (APTV) 0.5 $12M 170k 69.44
Enersys Common Stock (ENS) 0.5 $12M 67k 173.72
Visa Common Stock (V) 0.5 $12M 38k 302.24
H2o America Common Stock (HTO) 0.5 $12M 195k 58.67
Smith A O Corp Common Stock (AOS) 0.5 $11M 172k 65.94
Keysight Technologies Common Stock (KEYS) 0.5 $11M 40k 282.37
Transunion Common Stock (TRU) 0.4 $11M 155k 69.19
Aecom Common Stock (ACM) 0.4 $11M 124k 84.82
Generac Hldgs Common Stock (GNRC) 0.4 $10M 53k 195.33
Middlesex Wtr Common Stock (MSEX) 0.4 $10M 196k 52.05
Agilent Technologies Common Stock (A) 0.4 $10M 89k 113.98
Symbotic Common Stock (SYM) 0.4 $10M 190k 53.20
Colgate Palmolive Common Stock (CL) 0.4 $9.8M 115k 85.23
Bruker Corp Common Stock (BRKR) 0.4 $9.7M 270k 36.12
American Express Common Stock (AXP) 0.4 $9.6M 32k 302.48
Cryoport Common Stock (CYRX) 0.4 $9.6M 1.2M 8.28
Cintas Corp Common Stock (CTAS) 0.4 $9.6M 57k 169.14
Procter & Gamble Common Stock (PG) 0.4 $9.6M 66k 144.44
Zoetis Common Stock (ZTS) 0.4 $9.1M 77k 118.21
Flextronics Intl Common Stock (FLEX) 0.4 $8.9M 136k 65.46
Quanta Svcs Common Stock (PWR) 0.4 $8.8M 16k 549.02
Datadog Common Stock (DDOG) 0.3 $8.6M 73k 118.05
Iron Mtn Inc Del Common Stock (IRM) 0.3 $8.5M 83k 102.14
Planet Labs Pbc Common Stock (PL) 0.3 $8.3M 295k 27.95
Verizon Communications Common Stock (VZ) 0.3 $8.1M 161k 50.20
Modine Mfg Common Stock (MOD) 0.3 $7.9M 37k 216.71
Weyerhaeuser Common Stock (WY) 0.3 $7.9M 323k 24.43
Zurn Elkay Water Solns Corp Common Stock (ZWS) 0.3 $7.5M 167k 44.84
Lowes Cos Common Stock (LOW) 0.3 $7.2M 30k 236.28
Best Buy Common Stock (BBY) 0.3 $6.9M 108k 64.20
Mirion Technologies Common Stock (MIR) 0.3 $6.8M 368k 18.59
Healthequity Common Stock (HQY) 0.3 $6.7M 81k 83.57
Tjx Cos Common Stock (TJX) 0.3 $6.6M 42k 159.70
Costco Wholesale Corporation Common Stock (COST) 0.3 $6.4M 6.4k 996.43
Avery Dennison Corp Common Stock (AVY) 0.3 $6.3M 37k 172.68
Zebra Technologies Corporati Common Stock (ZBRA) 0.3 $6.2M 30k 209.08
Abbvie Common Stock (ABBV) 0.2 $6.1M 28k 217.49
Boston Scientific Corp Common Stock (BSX) 0.2 $6.0M 96k 62.75
Badger Meter Common Stock (BMI) 0.2 $6.0M 39k 152.35
Natera Common Stock (NTRA) 0.2 $5.9M 29k 199.99
Sunrun Common Stock (RUN) 0.2 $5.8M 425k 13.56
Tapestry Common Stock (TPR) 0.2 $5.6M 40k 141.11
T-mobile Us Common Stock (TMUS) 0.2 $5.5M 26k 210.03
Merck & Co Common Stock (MRK) 0.2 $5.3M 44k 120.29
S&p Global Common Stock (SPGI) 0.2 $5.1M 12k 425.34
Bjs Whsl Club Hldgs Common Stock (BJ) 0.2 $5.1M 51k 98.42
Gilead Sciences Common Stock (GILD) 0.2 $5.0M 36k 139.37
Msci Common Stock (MSCI) 0.2 $4.9M 9.1k 539.01
Trane Technologies Common Stock (TT) 0.2 $4.9M 12k 416.74
Hubbell Common Stock (HUBB) 0.2 $4.9M 9.9k 490.74
Uniti Group Common Stock (UNIT) 0.2 $4.8M 515k 9.38
Vertex Pharmaceuticals Common Stock (VRTX) 0.2 $4.6M 10k 446.54
Planet Fitness Master Issuer Common Stock (PLNT) 0.2 $4.6M 62k 74.38
Alnylam Pharmaceuticals Common Stock (ALNY) 0.2 $4.5M 14k 330.87
Alcon Common Stock (ALC) 0.2 $4.4M 59k 75.35
Labcorp Holdings Common Stock (LH) 0.2 $4.3M 16k 266.81
Neurocrine Biosciences Common Stock (NBIX) 0.2 $3.9M 30k 131.74
Guidewire Software Common Stock (GWRE) 0.2 $3.8M 26k 149.56
Iqvia Hldgs Common Stock (IQV) 0.2 $3.7M 22k 170.54
Descartes Sys Group Common Stock (DSGX) 0.2 $3.7M 52k 71.56
Mettler Toledo International Common Stock (MTD) 0.2 $3.7M 2.9k 1261.20
New York Times Co Mtn Be Common Stock (NYT) 0.2 $3.7M 44k 83.73
Brookfield Renewable Corp Common Stock (BEPC) 0.1 $3.6M 89k 39.83
Mastercard Incorporated Common Stock (MA) 0.1 $3.4M 6.8k 499.66
Disney Walt Common Stock (DIS) 0.1 $3.3M 34k 96.38
Costar Group Common Stock (CSGP) 0.1 $3.2M 79k 40.34
Oracle Corp Common Stock (ORCL) 0.1 $3.1M 21k 147.11
Spotify Technology S A Common Stock (SPOT) 0.1 $3.1M 6.4k 484.91
Sprouts Fmrs Mkt Common Stock (SFM) 0.1 $3.0M 40k 77.13
Lululemon Athletica Common Stock (LULU) 0.1 $3.0M 20k 153.10
Owens Corning Common Stock (OC) 0.1 $3.0M 28k 108.22
Amazon Common Stock (AMZN) 0.1 $2.9M 14k 208.27
Intuit Common Stock (INTU) 0.1 $2.9M 6.7k 432.38
Mp Materials Corp Common Stock (MP) 0.1 $2.8M 59k 48.26
Alarm Com Hldgs Common Stock (ALRM) 0.1 $2.7M 62k 43.19
Servicetitan Common Stock (TTAN) 0.1 $2.5M 40k 63.46
Amphenol Corp Common Stock (APH) 0.1 $2.4M 19k 126.35
Toast Common Stock (TOST) 0.1 $2.3M 87k 26.51
Hubspot Common Stock (HUBS) 0.1 $2.2M 9.2k 244.10
Unitedhealth Group Common Stock (UNH) 0.1 $2.2M 8.1k 270.59
Verisk Analytics Common Stock (VRSK) 0.1 $2.2M 12k 189.75
Cvs Health Corp Common Stock (CVS) 0.1 $2.2M 30k 71.82
Union Pac Corp Common Stock (UNP) 0.1 $2.0M 8.4k 242.62
Monolithic Pwr Sys Common Stock (MPWR) 0.1 $2.0M 1.8k 1093.35
Crown Hldgs Common Stock (CCK) 0.1 $1.8M 18k 100.25
Exponent Common Stock (EXPO) 0.1 $1.8M 27k 65.25
Godaddy Common Stock (GDDY) 0.1 $1.7M 21k 82.67
Ziff Davis Common Stock (ZD) 0.1 $1.7M 40k 41.96
Bridgebio Pharma Common Stock (BBIO) 0.1 $1.6M 22k 74.26
Trex Common Stock (TREX) 0.0 $1.2M 33k 36.42
General Mtrs Common Stock (GM) 0.0 $1.2M 16k 74.50
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $766k 32k 23.81
Watts Water Technologies Common Stock (WTS) 0.0 $734k 2.5k 290.29
Embecta Corp Common Stock (EMBC) 0.0 $708k 80k 8.84
Nextera Energy Common Stock (NEE) 0.0 $642k 6.9k 92.88
Agco Corp Common Stock (AGCO) 0.0 $628k 5.4k 115.87
Vital Farms Common Stock (VITL) 0.0 $594k 42k 14.12
Taiwan Semiconductor Manufac American Depository Receipt (TSM) 0.0 $555k 1.6k 337.95
Graphic Packaging Hldg Common Stock (GPK) 0.0 $516k 52k 9.94
Salesforce Common Stock (CRM) 0.0 $507k 2.7k 186.67
Array Technologies Common Stock (ARRY) 0.0 $344k 48k 7.23
Edwards Lifesciences Corp Common Stock (EW) 0.0 $340k 4.2k 80.08
Bank New York Mellon Corp Common Stock (BNY) 0.0 $314k 2.6k 118.63
Brookfield Renewable Energy Common Stock (BEP) 0.0 $277k 8.5k 32.64
Mueller Wtr Prods Common Stock (MWA) 0.0 $275k 10k 27.49
Autoliv Common Stock (ALV) 0.0 $244k 2.3k 105.16
Shopify Common Stock (SHOP) 0.0 $75k 631.00 118.62
Yeti Hldgs Common Stock (YETI) 0.0 $54k 1.5k 36.59
Lkq Corp Common Stock (LKQ) 0.0 $53k 1.8k 29.37