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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
165
+1 vs. Q1 2021
Portfolio value
$834.2M
−$4.04M (−0.5%) vs. Q1 2021
Filed
Aug 13, 2021
SEC
Holdings of Mirova in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SHWSherwin Williams CoCOM2,160$588.0K0.1%+147+7.3%AddedConverted for a 3-for-1 splitHistory
LRCXLam Research CorpCOM890$579.0K0.1%+15+1.7%AddedHistory
SRESempraStock4,359$577.0K0.1%+108+2.5%AddedHistory
IBPInstalled Building Products, Inc.COM4,720$577.0K0.1%+720+18.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,968$566.0K0.1%+132+7.2%AddedHistory
IEXIdex CorpCOM2,550$561.0K0.1%+200+8.5%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG13,351$559.0K0.1%+5,850+78.0%AddedHistory
EWEdwards Lifesciences CorpStock5,025$520.0K0.1%−353−6.6%ReducedHistory
DEDeere & CoStock1,473$519.0K0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM12,400$497.0K0.1%+1,900+18.1%AddedHistory
SEDGSolaredge Technologies, Inc.COM1,770$489.0K0.1%+520+41.6%AddedHistory
CSXCSX CorpStock14,763$473.0K0.1%+783+5.6%AddedConverted for a 3-for-1 splitHistory
DHRDanaher CorpStock1,763$473.0K0.1%−1,974−52.8%ReducedHistory
OMCOmnicom Group Inc.COM5,852$468.0K0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,665$441.0K0.1%+91+5.8%AddedHistory
AMGNAmgen IncStock1,799$438.0K0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM255$395.0K<0.1%00.0%UnchangedHistory
XYLXylem Inc.COM3,300$395.0K<0.1%+600+22.2%AddedHistory
ILMNIllumina, Inc.COM767$362.0K<0.1%+47+6.5%AddedHistory
WBDWarner Bros. Discovery, Inc.COM SER A11,774$361.0K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock4,998$350.0K<0.1%+704+16.4%AddedHistory
CATCaterpillar IncStock1,439$313.0K<0.1%00.0%UnchangedHistory
FOXAFox CorpCL A COM8,011$297.0K<0.1%00.0%UnchangedHistory
ULTAUlta Beauty, Inc.Stock858$296.0K<0.1%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM3,082$296.0K<0.1%+436+16.5%AddedHistory
GILDGilead Sciences, Inc.Stock4,257$293.0K<0.1%00.0%UnchangedHistory
SYYSysco CorpStock3,762$292.0K<0.1%+271+7.8%AddedHistory
MHKMohawk Industries IncCOM1,481$284.0K<0.1%00.0%UnchangedHistory
MMM3M CoStock1,414$280.0K<0.1%+200+16.5%AddedHistory
UPSUnited Parcel Service IncStock1,233$256.0K<0.1%+175+16.5%AddedHistory
APHAmphenol CorpCL A3,685$252.0K<0.1%+60+1.7%AddedHistory
FITBFifth Third BancorpCOM6,604$252.0K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock1,442$248.0K<0.1%−90−5.9%ReducedHistory
DNMRDanimer Scientific, Inc.COM CL A9,500$237.0K<0.1%+4,900+106.5%AddedHistory
GAPGap IncCOM6,513$219.0K<0.1%00.0%UnchangedHistory
BNSBank of Nova ScotiaCOM3,271$212.0K<0.1%+469+16.7%AddedHistory
NWSANews CorpCL A7,941$204.0K<0.1%00.0%UnchangedHistory
IPGInterpublic Group of Companies, Inc.COM6,309$204.0K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,410$198.0K<0.1%−226−13.8%ReducedHistory
BDXBecton Dickinson & CoStock808$196.0K<0.1%−57−6.6%ReducedHistory
BBYBest Buy Co IncStock1,704$195.0K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM9,038$186.0K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock3,814$185.0K<0.1%00.0%UnchangedHistory
ETSYEtsy IncCOM901$185.0K<0.1%00.0%UnchangedHistory
PPGPPG Industries IncStock1,076$182.0K<0.1%00.0%UnchangedHistory
CFGCitizens Financial Group IncCOM3,973$182.0K<0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM8,919$179.0K<0.1%00.0%UnchangedHistory
MTBM&T Bank CorpCOM1,211$175.0K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock4,066$173.0K<0.1%−285−6.6%ReducedHistory
BIIBBiogen Inc.COM497$172.0K<0.1%00.0%UnchangedHistory
EXPEExpedia Group, Inc.Stock1,035$169.0K<0.1%00.0%UnchangedHistory
CMICummins IncStock688$167.0K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock745$166.0K<0.1%+109+17.1%AddedHistory
HUMHumana IncStock372$164.0K<0.1%−25−6.3%ReducedHistory
MELIMercadolibre IncCOM94$146.0K<0.1%+15+19.0%AddedHistory
XLNXXilinx IncCOM965$139.0K<0.1%−61−5.9%ReducedHistory
HBANHuntington Bancshares IncCOM9,724$138.0K<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM1,488$120.0K<0.1%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM1,572$120.0K<0.1%+227+16.9%AddedConverted for a 5-for-1 splitHistory
OGNOrganon & Co.Stock3,378$102.0K<0.1%+3,378NewHistory
DLRDigital Realty Trust, Inc.COM670$100.0K<0.1%+102+18.0%AddedHistory
WOWWideOpenWest, Inc.COM4,020$83.0K<0.1%+639+18.9%AddedHistory
VZVerizon Communications IncStock1,152$64.0K<0.1%+152+15.2%AddedHistory
VRSKVerisk Analytics, Inc.COM314$54.0K<0.1%+51+19.4%AddedHistory
NICENICE Ltd.SPONSORED ADR78$19.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (3)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Mirova sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SYFSynchrony FinancialCOM64,237$2.61M0.3%History
SVMK Inc78489X103COM106,632$1.95M0.2%–
KKellanovaStock19,695$1.25M0.1%History