Mirova

Mirova as of March 31, 2024

Portfolio Holdings for Mirova

Mirova holds 135 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 22.1 $125M 215k 581.21
Accenture Plc Ireland Common Stock (ACN) 7.4 $42M 121k 346.61
Ecolab Common Stock (ECL) 6.8 $38M 165k 230.90
Nvidia Corporation Common Stock (NVDA) 4.4 $25M 27k 903.56
Microsoft Corp Common Stock (MSFT) 4.1 $23M 54k 420.72
Eli Lilly & Co Common Stock (LLY) 3.8 $21M 27k 777.96
Waste Mgmt Inc Del Common Stock (WM) 2.4 $14M 64k 213.15
Visa Common Stock (V) 2.1 $12M 42k 279.08
American Wtr Wks Common Stock (AWK) 1.7 $9.6M 79k 122.21
Stryker Corporation Common Stock (SYK) 1.7 $9.5M 27k 357.87
American Express Common Stock (AXP) 1.7 $9.3M 41k 227.69
Colgate Palmolive Common Stock (CL) 1.5 $8.6M 95k 90.05
Bentley Sys Common Stock (BSY) 1.5 $8.3M 158k 52.22
Tetra Tech Common Stock (TTEK) 1.4 $8.0M 44k 184.71
General Mtrs Common Stock (GM) 1.4 $7.9M 174k 45.35
Trane Technologies Common Stock (TT) 1.3 $7.3M 24k 300.20
Xylem Common Stock (XYL) 1.3 $7.1M 55k 129.24
Sunrun Common Stock (RUN) 1.2 $6.8M 517k 13.18
Procter And Gamble Common Stock (PG) 1.2 $6.7M 42k 162.25
Union Pac Corp Common Stock (UNP) 1.1 $6.4M 26k 245.93
Trimble Common Stock (TRMB) 1.1 $6.2M 97k 64.36
Intuitive Surgical Common Stock (ISRG) 1.0 $5.6M 14k 399.09
Mastercard Incorporated Common Stock (MA) 1.0 $5.5M 11k 481.57
First Solar Common Stock (FSLR) 0.9 $5.4M 32k 168.80
Idex Corp Common Stock (IEX) 0.9 $4.8M 20k 244.02
Lauder Estee Cos Common Stock (EL) 0.8 $4.7M 31k 154.15
Salesforce Common Stock (CRM) 0.8 $4.5M 15k 301.18
International Flavors&fragra Common Stock (IFF) 0.8 $4.5M 53k 85.99
Workday Common Stock (WDAY) 0.8 $4.5M 16k 272.75
Quanta Svcs Common Stock (PWR) 0.8 $4.3M 17k 259.80
Brookfield Renewable Corp Common Stock (BEPC) 0.8 $4.3M 175k 24.57
Graphic Packaging Hldg Common Stock (GPK) 0.8 $4.3M 146k 29.18
Linde Common Stock (LIN) 0.8 $4.2M 9.1k 464.32
Servicenow Common Stock (NOW) 0.7 $4.0M 5.2k 762.40
Chipotle Mexican Grill Common Stock (CMG) 0.7 $3.9M 1.4k 2906.77
Autoliv Common Stock (ALV) 0.7 $3.8M 32k 120.43
Gentex Corp Common Stock (GNTX) 0.6 $3.6M 99k 36.12
Lululemon Athletica Common Stock (LULU) 0.6 $3.2M 8.2k 390.65
Rockwell Automation Common Stock (ROK) 0.5 $3.1M 11k 291.33
Ebay Common Stock (EBAY) 0.5 $3.1M 59k 52.78
Zoetis Common Stock (ZTS) 0.5 $3.1M 18k 169.21
Enphase Energy Common Stock (ENPH) 0.5 $3.0M 25k 120.98
Gilead Sciences Common Stock (GILD) 0.5 $2.9M 40k 73.25
Ansys Common Stock (ANSS) 0.5 $2.9M 8.3k 347.16
Adobe Common Stock (ADBE) 0.5 $2.9M 5.7k 504.60
Exponent Common Stock (EXPO) 0.5 $2.8M 34k 82.69
On Semiconductor Corp Common Stock (ON) 0.5 $2.8M 38k 73.55
American Tower Corp Common Stock (AMT) 0.5 $2.8M 14k 197.59
Godaddy Common Stock (GDDY) 0.5 $2.8M 23k 118.68
Autodesk Common Stock (ADSK) 0.5 $2.7M 10k 260.42
Flex Common Stock (FLEX) 0.5 $2.7M 93k 28.61
Greif Common Stock (GEF) 0.5 $2.6M 38k 69.05
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.5 $2.6M 23k 113.36
Array Technologies Common Stock (ARRY) 0.5 $2.6M 172k 14.91
Stericycle Common Stock (SRCL) 0.4 $2.5M 47k 52.75
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.4 $2.3M 65k 35.91
Cyberark Software Common Stock (CYBR) 0.4 $2.1M 7.9k 265.63
Core & Main Common Stock (CNM) 0.4 $2.0M 35k 57.25
Aptiv Common Stock (APTV) 0.3 $1.9M 24k 79.65
Darling Ingredients Common Stock (DAR) 0.3 $1.7M 37k 46.51
Roper Technologies Common Stock (ROP) 0.3 $1.5M 2.7k 560.84
Sprouts Fmrs Mkt Common Stock (SFM) 0.2 $1.4M 22k 64.48
Crown Hldgs Common Stock (CCK) 0.2 $1.3M 16k 79.26
Agco Corp Common Stock (AGCO) 0.2 $1.3M 10k 123.02
Mp Materials Corp Common Stock (MP) 0.2 $1.2M 84k 14.30
Badger Meter Common Stock (BMI) 0.2 $1.1M 6.5k 161.81
Novanta Common Stock (NOVT) 0.2 $1.0M 6.0k 174.77
Watts Water Technologies Common Stock (WTS) 0.2 $1.0M 4.9k 212.55
Ormat Technologies Common Stock (ORA) 0.2 $1.0M 16k 66.19
Agilent Technologies Common Stock (A) 0.2 $1.0M 6.9k 145.51
Danaher Corporation Common Stock (DHR) 0.2 $987k 4.0k 249.72
Insulet Corp Common Stock (PODD) 0.2 $870k 5.1k 171.40
Conagra Brands Common Stock (CAG) 0.2 $856k 29k 29.64
Sweetgreen Common Stock (SG) 0.1 $799k 32k 25.26
Dexcom Common Stock (DXCM) 0.1 $781k 5.6k 138.70
Donaldson Common Stock (DCI) 0.1 $641k 8.6k 74.68
Mueller Wtr Prods Common Stock (MWA) 0.1 $633k 39k 16.09
Edwards Lifesciences Corp Common Stock (EW) 0.1 $615k 6.4k 95.56
Mettler Toledo International Common Stock (MTD) 0.1 $612k 460.00 1331.29
Kadant Common Stock (KAI) 0.1 $612k 1.9k 328.10
Sensata Technologies Hldg Pl Common Stock (ST) 0.1 $549k 15k 36.74
Pentair Common Stock (PNR) 0.1 $542k 6.3k 85.44
Becton Dickinson & Co Common Stock (BDX) 0.1 $471k 1.9k 247.45
Advanced Drain Sys Inc Del Common Stock (WMS) 0.1 $468k 2.7k 172.24
PTC Common Stock (PTC) 0.1 $463k 2.4k 188.94
Boston Scientific Corp Common Stock (BSX) 0.1 $461k 6.7k 68.49
Lkq Corp Common Stock (LKQ) 0.1 $398k 7.5k 53.41
Nextera Energy Common Stock (NEE) 0.1 $380k 5.9k 63.91
Eversource Energy Common Stock (ES) 0.1 $367k 6.1k 59.77
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.1 $355k 13k 28.40
General Mls Common Stock (GIS) 0.1 $347k 5.0k 69.97
Prologis Common Stock (PLD) 0.1 $341k 2.6k 130.22
Sensient Technologies Corp Common Stock (SXT) 0.1 $305k 4.4k 69.19
Hain Celestial Group Common Stock (HAIN) 0.1 $303k 39k 7.86
Omnicom Group Common Stock (OMC) 0.1 $284k 2.9k 96.76
Eastman Chem Common Stock (EMN) 0.0 $266k 2.7k 100.22
Oracle Corp Common Stock (ORCL) 0.0 $265k 2.1k 125.61
Veralto Corp Common Stock (VLTO) 0.0 $262k 3.0k 88.66
Csx Corp Common Stock (CSX) 0.0 $254k 6.9k 37.07
Canadian Natl Ry Common Stock (CNI) 0.0 $247k 1.9k 131.71
Canadian Pacific Kansas City Common Stock (CP) 0.0 $247k 2.8k 88.17
Bristol-myers Squibb Common Stock (BMY) 0.0 $241k 4.5k 54.23
Merck & Co Common Stock (MRK) 0.0 $235k 1.8k 131.95
Abbvie Common Stock (ABBV) 0.0 $227k 1.2k 182.10
Elevance Health Common Stock (ELV) 0.0 $223k 429.00 518.54
Regeneron Pharmaceuticals Common Stock (REGN) 0.0 $213k 221.00 962.49
The Cigna Group Common Stock (CI) 0.0 $203k 558.00 363.19
Itron Common Stock (ITRI) 0.0 $201k 2.2k 92.52
Norfolk Southn Corp Common Stock (NSC) 0.0 $186k 731.00 254.87
Hca Healthcare Common Stock (HCA) 0.0 $143k 430.00 333.53
Avery Dennison Corp Common Stock (AVY) 0.0 $141k 631.00 223.25
Welltower Common Stock (WELL) 0.0 $120k 1.3k 93.44
Pfizer Common Stock (PFE) 0.0 $110k 4.0k 27.75
Amgen Common Stock (AMGN) 0.0 $110k 387.00 284.32
Fluence Energy Common Stock (FLNC) 0.0 $108k 6.2k 17.34
Nextera Energy Partners Common Stock (NEP) 0.0 $103k 3.4k 30.08
Ball Corp Common Stock (BALL) 0.0 $88k 1.3k 67.36
Edison Intl Common Stock (EIX) 0.0 $85k 1.2k 70.73
Centene Corp Del Common Stock (CNC) 0.0 $83k 1.1k 78.48
Hewlett Packard Enterprise C Common Stock (HPE) 0.0 $83k 4.7k 17.73
Avalonbay Cmntys Common Stock (AVB) 0.0 $82k 440.00 185.56
Yeti Hldgs Common Stock (YETI) 0.0 $81k 2.1k 38.55
Humana Common Stock (HUM) 0.0 $80k 232.00 346.72
Moderna Common Stock (MRNA) 0.0 $79k 741.00 106.56
Alexandria Real Estate Eq In Common Stock (ARE) 0.0 $74k 571.00 128.91
Trex Common Stock (TREX) 0.0 $74k 737.00 99.75
Biogen Common Stock (BIIB) 0.0 $71k 327.00 215.63
Resmed Common Stock (RMD) 0.0 $62k 313.00 198.03
Equity Residential Common Stock (EQR) 0.0 $61k 971.00 63.11
Shoals Technologies Group In Common Stock (SHLS) 0.0 $60k 5.4k 11.18
Ventas Common Stock (VTR) 0.0 $57k 1.3k 43.54
Healthpeak Properties Common Stock (DOC) 0.0 $41k 2.2k 18.75
Sunnova Energy Intl Common Stock (NOVA) 0.0 $31k 5.1k 6.13
Plug Power Common Stock (PLUG) 0.0 $25k 7.3k 3.44
Chargepoint Holdings Common Stock (CHPT) 0.0 $20k 10k 1.90