Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 164
- No 13F data for Q4 2020
- Portfolio value
- $838.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NICENICE Ltd. | SPONSORED ADR | 78 | $17.0K | <0.1% | – | – | History |
| WOWWideOpenWest, Inc. | COM | 3,381 | $45.0K | <0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 263 | $46.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 1,000 | $58.0K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 568 | $79.0K | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 269 | $102.0K | <0.1% | – | – | History |
| MELIMercadolibre Inc | COM | 79 | $116.0K | <0.1% | – | – | History |
| BALLBALL Corp | COM | 1,488 | $126.0K | <0.1% | – | – | History |
| XLNXXilinx Inc | COM | 1,026 | $127.0K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 497 | $139.0K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 636 | $140.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 9,724 | $152.0K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 1,076 | $161.0K | <0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 3,814 | $161.0K | <0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 671 | $165.0K | <0.1% | – | – | History |
| HUMHumana Inc | Stock | 397 | $166.0K | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 4,351 | $168.0K | <0.1% | – | – | History |
| DNMRDanimer Scientific, Inc. | COM CL A | 4,600 | $173.0K | <0.1% | – | – | History |
| BNSBank of Nova Scotia | COM | 2,802 | $175.0K | <0.1% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 3,973 | $175.0K | <0.1% | – | – | History |
| CMICummins Inc | Stock | 688 | $178.0K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 1,035 | $178.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,058 | $179.0K | <0.1% | – | – | History |
| KEYKeycorp | COM | 9,038 | $180.0K | <0.1% | – | – | History |
| ETSYEtsy Inc | COM | 901 | $181.0K | <0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 1,211 | $183.0K | <0.1% | – | – | History |
| RFRegions Financial Corp | COM | 8,919 | $184.0K | <0.1% | – | – | History |
| IPGInterpublic Group of Companies, Inc. | COM | 6,309 | $184.0K | <0.1% | – | – | History |
| GAPGap Inc | COM | 6,513 | $193.0K | <0.1% | – | – | History |
| BBYBest Buy Co Inc | Stock | 1,704 | $195.0K | <0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,636 | $199.0K | <0.1% | – | – | History |
| NWSANews Corp | CL A | 7,941 | $201.0K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 865 | $210.0K | <0.1% | – | – | History |
| MMM3M Co | Stock | 1,214 | $233.0K | <0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,532 | $237.0K | <0.1% | – | – | History |
| APHAmphenol Corp | CL A | 3,625 | $239.0K | <0.1% | – | – | History |
| FITBFifth Third Bancorp | COM | 6,604 | $247.0K | <0.1% | – | – | History |
| ATOAtmos Energy Corp | COM | 2,646 | $261.0K | <0.1% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 858 | $265.0K | <0.1% | – | – | History |
| SYYSysco Corp | Stock | 3,491 | $274.0K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 4,257 | $275.0K | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 720 | $276.0K | <0.1% | – | – | History |
| TDToronto Dominion Bank | Stock | 4,294 | $280.0K | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 2,700 | $283.0K | <0.1% | – | – | History |
| MHKMohawk Industries Inc | COM | 1,481 | $284.0K | <0.1% | – | – | History |
| FOXAFox Corp | CL A COM | 8,011 | $289.0K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 1,439 | $333.0K | <0.1% | – | – | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 7,501 | $351.0K | <0.1% | – | – | History |
| SEDGSolaredge Technologies, Inc. | COM | 1,250 | $359.0K | <0.1% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 255 | $362.0K | <0.1% | – | – | History |
| PLUGPlug Power Inc | Stock | 10,500 | $376.0K | <0.1% | – | – | History |
| DARDarling Ingredients Inc. | COM | 5,300 | $389.0K | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,574 | $422.0K | 0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 5,852 | $433.0K | 0.1% | – | – | History |
| IBPInstalled Building Products, Inc. | COM | 4,000 | $443.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,799 | $447.0K | 0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 5,378 | $449.0K | 0.1% | – | – | History |
| CSXCSX Corp | Stock | 4,660 | $449.0K | 0.1% | – | – | History |
| HAINHain Celestial Group Inc | COM | 10,500 | $457.0K | 0.1% | – | – | History |
| IEXIdex Corp | COM | 2,350 | $491.0K | 0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 2,683 | $505.0K | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,450 | $511.0K | 0.1% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 11,774 | $511.0K | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,836 | $516.0K | 0.1% | – | – | History |
| LRCXLam Research Corp | COM | 875 | $520.0K | 0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 883 | $544.0K | 0.1% | – | – | History |
| TRMBTrimble Inc. | COM | 7,000 | $544.0K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 1,473 | $551.0K | 0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,084 | $556.0K | 0.1% | – | – | History |
| SRESempra | Stock | 4,251 | $563.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,427 | $587.0K | 0.1% | – | – | History |
| VFCV F Corp | Stock | 7,798 | $623.0K | 0.1% | – | – | History |
| CNCCentene Corp | Stock | 9,896 | $632.0K | 0.1% | – | – | History |
| AZOAutoZone Inc | COM | 460 | $645.0K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 5,480 | $732.0K | 0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,562 | $739.0K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 4,023 | $760.0K | 0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 7,243 | $767.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 1,149 | $767.0K | 0.1% | – | – | History |
| ORAOrmat Technologies, Inc. | COM | 9,816 | $770.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 12,306 | $776.0K | 0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 5,984 | $810.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 6,953 | $833.0K | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 3,737 | $841.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 28,117 | $851.0K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 375 | $873.0K | 0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 16,125 | $891.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 4,547 | $900.0K | 0.1% | – | – | History |
| WTRGEssential Utilities, Inc. | COM | 20,854 | $933.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 7,081 | $938.0K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 16,143 | $941.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 28,775 | $1.04M | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 4,382 | $1.05M | 0.1% | – | – | History |
| EIXEdison International | Stock | 18,938 | $1.11M | 0.1% | – | – | History |
| ANETArista Networks, Inc. | COM | 3,798 | $1.15M | 0.1% | – | – | History |
| NOVASunnova Energy International Inc. | COM | 28,337 | $1.16M | 0.1% | – | – | History |
| NTRSNorthern Trust Corp | COM | 11,359 | $1.19M | 0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 4,536 | $1.20M | 0.1% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 18,403 | $1.23M | 0.1% | – | – | History |
| KKellanova | Stock | 19,695 | $1.25M | 0.1% | – | – | History |