Triodos Investment Management BV as of Sept. 30, 2023
Portfolio Holdings for Triodos Investment Management BV
Triodos Investment Management BV holds 47 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Drain Sys Inc Del (WMS) | 6.3 | $59M | 518k | 113.83 | |
| NVIDIA Corporation (NVDA) | 5.9 | $56M | 129k | 434.99 | |
| Anthem (ELV) | 4.8 | $45M | 104k | 435.42 | |
| Procter & Gamble Company (PG) | 4.5 | $42M | 289k | 145.86 | |
| Intuitive Surgical Com New (ISRG) | 4.2 | $40M | 136k | 292.29 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $36M | 70k | 509.90 | |
| Darling International (DAR) | 3.7 | $35M | 665k | 52.20 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $33M | 82k | 395.91 | |
| Nike CL B (NKE) | 3.4 | $32M | 336k | 95.62 | |
| Kla Corp Com New (KLAC) | 3.1 | $30M | 64k | 458.66 | |
| Check Point Software Tech Lt Ord (CHKP) | 3.1 | $29M | 220k | 133.28 | |
| Akamai Technologies (AKAM) | 3.0 | $28M | 267k | 106.54 | |
| 4068594 Enphase Energy (ENPH) | 2.8 | $27M | 222k | 120.15 | |
| Edwards Lifesciences (EW) | 2.8 | $26M | 374k | 69.28 | |
| Universal Display Corporation (OLED) | 2.7 | $25M | 161k | 156.99 | |
| Cisco Systems (CSCO) | 2.7 | $25M | 468k | 53.76 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $25M | 283k | 86.90 | |
| Gentex Corporation (GNTX) | 2.5 | $23M | 720k | 32.54 | |
| Strategic Education (STRA) | 2.4 | $22M | 296k | 75.25 | |
| Solaredge Technologies (SEDG) | 2.3 | $22M | 167k | 129.51 | |
| Nortonlifelock (GEN) | 2.3 | $22M | 1.2M | 17.68 | |
| Owens Corning (OC) | 2.2 | $21M | 154k | 136.41 | |
| eBay (EBAY) | 2.2 | $20M | 460k | 44.09 | |
| Planet Fitness Cl A (PLNT) | 2.1 | $20M | 400k | 49.18 | |
| Badger Meter (BMI) | 2.0 | $19M | 131k | 143.87 | |
| At&t (T) | 2.0 | $19M | 1.3M | 15.02 | |
| Power Integrations (POWI) | 2.0 | $19M | 246k | 76.31 | |
| Mueller Wtr Prods Com Ser A (MWA) | 2.0 | $19M | 1.5M | 12.68 | |
| First Solar (FSLR) | 1.9 | $18M | 110k | 161.59 | |
| Nomad Foods Usd Ord Shs (NOMD) | 1.6 | $15M | 1.0M | 15.22 | |
| Xylem (XYL) | 1.6 | $15M | 161k | 91.03 | |
| Acuity Brands (AYI) | 1.5 | $15M | 85k | 170.31 | |
| Allegion Ord Shs (ALLE) | 1.5 | $14M | 135k | 104.20 | |
| Wolfspeed (WOLF) | 1.4 | $13M | 345k | 38.10 | |
| Hannon Armstrong (HASI) | 1.2 | $12M | 550k | 21.20 | |
| Freyr Battery SHS | 0.6 | $5.8M | 1.2M | 4.89 | |
| Hain Celestial (HAIN) | 0.4 | $4.1M | 400k | 10.37 | |
| Tpi Composites (TPIC) | 0.2 | $1.9M | 700k | 2.65 | |
| Stride (LRN) | 0.2 | $1.6M | 35k | 45.03 | |
| Hologic (HOLX) | 0.2 | $1.5M | 22k | 69.40 | |
| Powerschool Holdings Com Cl A (PWSC) | 0.2 | $1.4M | 63k | 22.66 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $1.4M | 50k | 28.02 | |
| Blackbaud (BLKB) | 0.1 | $1.4M | 19k | 70.32 | |
| Cooper Cos Com New | 0.1 | $1.3M | 4.0k | 318.01 | |
| PerkinElmer (RVTY) | 0.1 | $1.2M | 11k | 110.70 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $978k | 12k | 81.46 | |
| Orthopediatrics Corp. (KIDS) | 0.1 | $800k | 25k | 32.00 |
