Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 165
- 0 vs. Q2 2021
- Portfolio value
- $777.1M
- −$57.1M (−6.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ORAOrmat Technologies, Inc. | COM | 11,269 | $750.0K | 0.1% | +1,015+9.9% | Added | History |
| CNCCentene Corp | Stock | 11,386 | $709.0K | 0.1% | +1,054+10.2% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 967 | $703.0K | 0.1% | +84+9.5% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,589 | $675.0K | 0.1% | +139+9.6% | Added | History |
| SHWSherwin Williams Co | COM | 2,378 | $665.0K | 0.1% | +218+10.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 5,952 | $642.0K | 0.1% | +525+9.7% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 5,511 | $623.0K | 0.1% | +486+9.7% | Added | History |
| SRESempra | Stock | 4,783 | $605.0K | 0.1% | +424+9.7% | Added | History |
| DHRDanaher Corp | Stock | 1,934 | $588.0K | 0.1% | +171+9.7% | Added | History |
| VFCV F Corp | Stock | 8,551 | $572.0K | 0.1% | +753+9.7% | Added | History |
| LRCXLam Research Corp | COM | 977 | $556.0K | 0.1% | +87+9.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,169 | $555.0K | 0.1% | +201+10.2% | Added | History |
| DEDeere & Co | Stock | 1,615 | $541.0K | 0.1% | +142+9.6% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 278 | $505.0K | 0.1% | +23+9.0% | Added | History |
| CSXCSX Corp | Stock | 16,228 | $482.0K | 0.1% | +1,465+9.9% | Added | History |
| DNMRDanimer Scientific, Inc. | COM CL A | 28,767 | $470.0K | 0.1% | +19,267+202.8% | Added | History |
| OMCOmnicom Group Inc. | COM | 6,418 | $465.0K | 0.1% | +566+9.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 1,831 | $438.0K | 0.1% | +166+10.0% | Added | History |
| AMGNAmgen Inc | Stock | 1,974 | $419.0K | 0.1% | +175+9.7% | Added | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 20,637 | $412.0K | 0.1% | +20,637 | New | History |
| TDToronto Dominion Bank | Stock | 5,529 | $365.0K | <0.1% | +531+10.6% | Added | History |
| FOXAFox Corp | CL A COM | 8,785 | $352.0K | <0.1% | +774+9.7% | Added | History |
| ILMNIllumina, Inc. | COM | 840 | $340.0K | <0.1% | +73+9.5% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 940 | $339.0K | <0.1% | +82+9.6% | Added | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 12,912 | $327.0K | <0.1% | +1,138+9.7% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 4,669 | $326.0K | <0.1% | +412+9.7% | Added | History |
| SYYSysco Corp | Stock | 4,138 | $324.0K | <0.1% | +376+10.0% | Added | History |
| FITBFifth Third Bancorp | COM | 7,242 | $307.0K | <0.1% | +638+9.7% | Added | History |
| CATCaterpillar Inc | Stock | 1,579 | $303.0K | <0.1% | +140+9.7% | Added | History |
| ATOAtmos Energy Corp | COM | 3,408 | $300.0K | <0.1% | +326+10.6% | Added | History |
| APHAmphenol Corp | CL A | 4,044 | $296.0K | <0.1% | +359+9.7% | Added | History |
| MMM3M Co | Stock | 1,565 | $274.0K | <0.1% | +151+10.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,582 | $264.0K | <0.1% | +140+9.7% | Added | History |
| IPGInterpublic Group of Companies, Inc. | COM | 6,919 | $253.0K | <0.1% | +610+9.7% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 1,363 | $248.0K | <0.1% | +130+10.5% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,547 | $234.0K | <0.1% | +137+9.7% | Added | History |
| BNSBank of Nova Scotia | COM | 3,615 | $222.0K | <0.1% | +344+10.5% | Added | History |
| BDXBecton Dickinson & Co | Stock | 887 | $218.0K | <0.1% | +79+9.8% | Added | History |
| CARRCarrier Global Corp | Stock | 4,183 | $216.0K | <0.1% | +369+9.7% | Added | History |
| KEYKeycorp | COM | 9,913 | $214.0K | <0.1% | +875+9.7% | Added | History |
| RFRegions Financial Corp | COM | 9,782 | $208.0K | <0.1% | +863+9.7% | Added | History |
| ETSYEtsy Inc | COM | 989 | $205.0K | <0.1% | +88+9.8% | Added | History |
| NWSANews Corp | CL A | 8,710 | $204.0K | <0.1% | +769+9.7% | Added | History |
| CFGCitizens Financial Group Inc | COM | 4,357 | $204.0K | <0.1% | +384+9.7% | Added | History |
| MTBM&T Bank Corp | COM | 1,329 | $198.0K | <0.1% | +118+9.7% | Added | History |
| BBYBest Buy Co Inc | Stock | 1,869 | $197.0K | <0.1% | +165+9.7% | Added | History |
| BSXBoston Scientific Corp | Stock | 4,459 | $193.0K | <0.1% | +393+9.7% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 1,136 | $186.0K | <0.1% | +101+9.8% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 823 | $170.0K | <0.1% | +78+10.5% | Added | History |
| CMICummins Inc | Stock | 755 | $169.0K | <0.1% | +67+9.7% | Added | History |
| MELIMercadolibre Inc | COM | 101 | $169.0K | <0.1% | +7+7.4% | Added | History |
| PPGPPG Industries Inc | Stock | 1,181 | $168.0K | <0.1% | +105+9.8% | Added | History |
| HBANHuntington Bancshares Inc | COM | 10,665 | $164.0K | <0.1% | +941+9.7% | Added | History |
| GAPGap Inc | COM | 7,144 | $162.0K | <0.1% | +631+9.7% | Added | History |
| XLNXXilinx Inc | COM | 1,059 | $159.0K | <0.1% | +94+9.7% | Added | History |
| HUMHumana Inc | Stock | 408 | $158.0K | <0.1% | +36+9.7% | Added | History |
| BIIBBiogen Inc. | COM | 545 | $154.0K | <0.1% | +48+9.7% | Added | History |
| BALLBALL Corp | COM | 1,633 | $146.0K | <0.1% | +145+9.7% | Added | History |
| OGNOrganon & Co. | Stock | 3,815 | $125.0K | <0.1% | +437+12.9% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,734 | $112.0K | <0.1% | +162+10.3% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 737 | $106.0K | <0.1% | +67+10.0% | Added | History |
| WOWWideOpenWest, Inc. | COM | 4,391 | $86.0K | <0.1% | +371+9.2% | Added | History |
| VZVerizon Communications Inc | Stock | 1,266 | $68.0K | <0.1% | +114+9.9% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 344 | $68.0K | <0.1% | +30+9.6% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 78 | $22.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.