Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 165
- +1 vs. Q1 2021
- Portfolio value
- $834.2M
- −$4.04M (−0.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROKRockwell Automation, Inc | Stock | 4,745 | $1.36M | 0.2% | +209+4.6% | Added | History |
| NOVASunnova Energy International Inc. | COM | 36,160 | $1.36M | 0.2% | +7,823+27.6% | Added | History |
| NTRSNorthern Trust Corp | COM | 11,800 | $1.36M | 0.2% | +441+3.9% | Added | History |
| ORCLOracle Corp | Stock | 17,743 | $1.38M | 0.2% | −53−0.3% | Reduced | History |
| HPQHP Inc | Stock | 46,778 | $1.41M | 0.2% | −2,882−5.8% | Reduced | History |
| CICigna Group | Stock | 6,089 | $1.44M | 0.2% | +234+4.0% | Added | History |
| INTCIntel Corp | Stock | 25,957 | $1.46M | 0.2% | +250+1.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,690 | $1.48M | 0.2% | −44−1.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,592 | $1.55M | 0.2% | −5,547−34.4% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 4,131 | $1.58M | 0.2% | +150+3.8% | Added | History |
| STTState Street Corp | COM | 21,685 | $1.78M | 0.2% | +700+3.3% | Added | History |
| EBAYeBay Inc | COM | 25,503 | $1.79M | 0.2% | +520+2.1% | Added | History |
| AKAMAkamai Technologies Inc | COM | 15,563 | $1.81M | 0.2% | −501−3.1% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 119,154 | $1.86M | 0.2% | +33,940+39.8% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 33,120 | $1.86M | 0.2% | +2,230+7.2% | Added | History |
| CMCSAComcast Corp | Stock | 34,760 | $1.98M | 0.2% | +1,241+3.7% | Added | History |
| KMBKimberly Clark Corp | Stock | 15,026 | $2.01M | 0.2% | +439+3.0% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 39,677 | $2.03M | 0.2% | +1,509+4.0% | Added | History |
| NEONeogenomics Inc | COM NEW | 48,053 | $2.17M | 0.3% | 00.0% | Unchanged | History |
| LUMNLumen Technologies, Inc. | Stock | 160,117 | $2.17M | 0.3% | +4,725+3.0% | Added | History |
| LULUlululemon athletica inc. | Stock | 5,976 | $2.18M | 0.3% | −92−1.5% | Reduced | History |
| CNICanadian National Railway Co | Stock | 20,834 | $2.20M | 0.3% | −19,533−48.4% | Reduced | History |
| MNTVMomentive Global Inc. | COM | 106,632 | $2.25M | 0.3% | +106,632 | New | History |
| METMetlife Inc | Stock | 37,656 | $2.25M | 0.3% | −2,425−6.1% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 47,751 | $2.40M | 0.3% | 00.0% | Unchanged | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 33,274 | $2.54M | 0.3% | +2,925+9.6% | Added | History |
| HDHome Depot, Inc. | Stock | 8,003 | $2.55M | 0.3% | +370+4.8% | Added | History |
| WDAYWorkday, Inc. | CL A | 11,041 | $2.63M | 0.3% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 34,163 | $2.66M | 0.3% | +1,514+4.6% | Added | History |
| HNSTHonest Company, Inc. | COM | 169,402 | $2.74M | 0.3% | +169,402 | New | History |
| IFFInternational Flavors & Fragrances Inc | COM | 21,421 | $3.20M | 0.4% | −1,330−5.8% | Reduced | History |
| CLColgate Palmolive Co | Stock | 40,890 | $3.33M | 0.4% | +846+2.1% | Added | History |
| IPInternational Paper Co | COM | 54,393 | $3.33M | 0.4% | +300+0.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 22,802 | $3.35M | 0.4% | +6,063+36.2% | Added | History |
| GDDYGoDaddy Inc. | CL A | 38,633 | $3.36M | 0.4% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 9,821 | $3.41M | 0.4% | −206−2.1% | Reduced | History |
| SPLKSplunk Inc | COM | 23,716 | $3.43M | 0.4% | +3,961+20.1% | Added | History |
| PGProcter & Gamble Co | Stock | 25,928 | $3.50M | 0.4% | −2,205−7.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 21,730 | $3.59M | 0.4% | +2,766+14.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 15,130 | $3.69M | 0.4% | −591−3.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,599 | $3.90M | 0.5% | −240−13.1% | Reduced | History |
| GMGeneral Motors Co | COM | 71,247 | $4.21M | 0.5% | −8,034−10.1% | Reduced | History |
| SYKStryker Corp | Stock | 16,514 | $4.29M | 0.5% | +1,241+8.1% | Added | History |
| VVisa Inc. | Stock | 18,997 | $4.44M | 0.5% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,995 | $4.59M | 0.6% | −22−0.4% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 21,837 | $4.80M | 0.6% | +572+2.7% | Added | History |
| NEENextera Energy Inc | Stock | 70,439 | $5.16M | 0.6% | +5,402+8.3% | Added | History |
| WMWaste Management Inc | Stock | 39,865 | $5.58M | 0.7% | +126+0.3% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 18,844 | $5.99M | 0.7% | −651−3.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 12,507 | $7.32M | 0.9% | −208−1.6% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 49,357 | $7.61M | 0.9% | +5,959+13.7% | Added | History |
| LLYEli Lilly & Co | Stock | 33,580 | $7.71M | 0.9% | +999+3.1% | Added | History |
| NVDANVIDIA Corp | Stock | 10,580 | $8.46M | 1.0% | −7−0.1% | Reduced | History |
| MAMastercard Inc | Stock | 27,501 | $10.0M | 1.2% | −340−1.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 49,071 | $13.3M | 1.6% | −1,619−3.2% | Reduced | History |
| ITRIItron, Inc. | COM | 140,410 | $14.0M | 1.7% | −195,736−58.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 6,740 | $16.9M | 2.0% | 00.0% | Unchanged | History |
| GIBCgi Inc | CL A | 266,495 | $24.2M | 2.9% | +15,459+6.2% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 136,822 | $25.1M | 3.0% | −39,215−22.3% | Reduced | History |
| WOLFWolfspeed, Inc. | COM | 340,669 | $33.4M | 4.0% | +1,713+0.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 425,073 | $38.5M | 4.6% | −41,387−8.9% | Reduced | History |
| BLDPBallard Power Systems Inc. | COM | 3,155,257 | $57.2M | 6.9% | +133,458+4.4% | Added | History |
| RUNSunrun Inc. | COM | 1,549,169 | $86.4M | 10.4% | +173,646+12.6% | Added | History |
| ECLEcolab Inc. | Stock | 622,403 | $128.2M | 15.4% | −1,196−0.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 339,522 | $171.3M | 20.5% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.