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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
172
+7 vs. Q3 2021
Portfolio value
$835.1M
+$58.0M (+7.5%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Mirova in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock328,753$219.4M26.3%+6,037+1.9%AddedHistory
ECLEcolab Inc.Stock566,337$132.9M15.9%+2,456+0.4%AddedHistory
RUNSunrun Inc.COM1,789,834$61.4M7.4%+116,314+7.0%AddedHistory
BLDPBallard Power Systems Inc.COM3,051,290$38.3M4.6%−87,292−2.8%ReducedHistory
WOLFWolfspeed, Inc.Stock246,958$27.6M3.3%−106,097−30.1%ReducedHistory
GIBCgi IncCL A270,257$23.9M2.9%−1,853−0.7%ReducedHistory
MSFTMicrosoft CorpStock57,683$19.4M2.3%+7,763+15.6%AddedHistory
FSLRFirst Solar, Inc.Stock154,793$13.5M1.6%+3,280+2.2%AddedHistory
NVDANVIDIA CorpStock38,400$11.3M1.4%−3,614−8.6%ReducedHistory
MAMastercard IncStock30,267$10.9M1.3%+2,046+7.2%AddedHistory
ITRIItron, Inc.COM156,295$10.7M1.3%+19,233+14.0%AddedHistory
AWKAmerican Water Works Company, Inc.Stock52,096$9.84M1.2%−100−0.2%ReducedHistory
UNPUnion Pacific CorpStock35,275$8.89M1.1%+5,173+17.2%AddedHistory
LLYEli Lilly & CoStock28,332$7.83M0.9%−2,756−8.9%ReducedHistory
WMWaste Management IncStock39,023$6.51M0.8%−927−2.3%ReducedHistory
ELEstee Lauder Companies IncCL A16,532$6.12M0.7%−1,618−8.9%ReducedHistory
NEENextera Energy IncStock64,476$6.02M0.7%−8,313−11.4%ReducedHistory
ADBEAdobe Inc.Stock9,650$5.47M0.7%−2,695−21.8%ReducedHistory
CLColgate Palmolive CoStock59,539$5.08M0.6%+17,392+41.3%AddedHistory
TSLATesla, Inc.Stock4,776$5.05M0.6%+3,299+223.4%AddedHistory
AXPAmerican Express CoStock30,817$5.04M0.6%+9,087+41.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW14,016$5.04M0.6%−1,059−7.0%ReducedConverted for a 3-for-1 splitHistory
GMGeneral Motors CoCOM85,223$5.00M0.6%+5,141+6.4%AddedHistory
SYKStryker CorpStock18,347$4.91M0.6%+1,744+10.5%AddedHistory
VVisa Inc.Stock21,613$4.68M0.6%+2,616+13.8%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN52,950$4.47M0.5%+7,986+17.8%AddedHistory
IFFInternational Flavors & Fragrances IncCOM28,066$4.23M0.5%+9,313+49.7%AddedHistory
HCAHCA Healthcare, Inc.COM16,128$4.14M0.5%+12,884+397.2%AddedHistory
BMYBristol Myers Squibb CoStock62,773$3.91M0.5%+48,296+333.6%AddedHistory
PGProcter & Gamble CoStock23,681$3.87M0.5%−2,247−8.7%ReducedHistory
CRMSalesforce, Inc.Stock15,114$3.84M0.5%+709+4.9%AddedHistory
GDDYGoDaddy Inc.CL A44,693$3.79M0.5%+3,035+7.3%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM29,455$3.71M0.4%+6,653+29.2%AddedHistory
HIGHartford Insurance Group, Inc.Stock53,642$3.70M0.4%+34,656+182.5%AddedHistory
ENPHEnphase Energy, Inc.Stock20,036$3.67M0.4%−54,820−73.2%ReducedHistory
ARRYArray Technologies, Inc.COM SHS219,919$3.45M0.4%+62,697+39.9%AddedHistory
ANSSAnsys IncCOM8,219$3.30M0.4%−2,816−25.5%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM58,961$3.13M0.4%+14,394+32.3%AddedHistory
PLUGPlug Power IncStock102,355$2.89M0.3%+32,314+46.1%AddedHistory
LOWLowes Companies IncStock10,639$2.75M0.3%+10,639NewHistory
VFCV F CorpStock37,176$2.72M0.3%+28,625+334.8%AddedHistory
WDAYWorkday, Inc.CL A9,945$2.72M0.3%00.0%UnchangedHistory
EBAYeBay IncCOM39,929$2.65M0.3%+11,935+42.6%AddedHistory
Farfetch Ltd30744W107ORD SH CL A79,177$2.65M0.3%+21,490+37.3%Added–
SPLKSplunk IncCOM22,438$2.60M0.3%−1,278−5.4%ReducedHistory
NWSANews CorpCL A116,278$2.59M0.3%+107,568+1,235.0%AddedHistory
ORCLOracle CorpStock28,997$2.53M0.3%+9,450+48.3%AddedHistory
MRNAModerna, Inc.Stock9,937$2.52M0.3%+9,937NewHistory
SCHWSchwab Charles CorpStock29,751$2.50M0.3%+29,751NewHistory
ALLYAlly Financial Inc.Stock49,465$2.35M0.3%+49,465NewHistory
HNSTHonest Company, Inc.COM290,891$2.35M0.3%+71,839+32.8%AddedHistory
NOVASunnova Energy International Inc.COM82,808$2.31M0.3%+26,031+45.8%AddedHistory
MNTVMomentive Global Inc.COM106,632$2.25M0.3%00.0%UnchangedHistory
GENGen Digital Inc.Stock86,261$2.24M0.3%+86,261NewHistory
NEONeogenomics IncCOM NEW64,247$2.19M0.3%+16,194+33.7%AddedHistory
CSCOCisco Systems, Inc.Stock33,631$2.13M0.3%+6,512+24.0%AddedHistory
DARDarling Ingredients Inc.COM30,322$2.10M0.3%+10,039+49.5%AddedHistory
LULUlululemon athletica inc.Stock5,303$2.08M0.2%+148+2.9%AddedHistory
CMCSAComcast CorpStock39,790$2.00M0.2%+1,584+4.1%AddedHistory
PFEPfizer IncStock33,049$1.95M0.2%−653−1.9%ReducedHistory
TGTTarget CorpStock8,421$1.95M0.2%+3,090+58.0%AddedHistory
KMBKimberly Clark CorpStock13,080$1.87M0.2%−3,427−20.8%ReducedHistory
TRMBTrimble Inc.COM20,416$1.78M0.2%+4,531+28.5%AddedHistory
LUMNLumen Technologies, Inc.Stock138,996$1.74M0.2%−37,075−21.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG45,853$1.69M0.2%+17,000+58.9%AddedHistory
IBPInstalled Building Products, Inc.COM11,908$1.66M0.2%+1,800+17.8%AddedHistory
ROKRockwell Automation, IncStock4,629$1.61M0.2%−589−11.3%ReducedHistory
QCOMQualcomm IncStock8,409$1.54M0.2%+474+6.0%AddedHistory
INTCIntel CorpStock29,627$1.52M0.2%+1,067+3.7%AddedHistory
ABBVAbbVie Inc.Stock10,783$1.46M0.2%+4,831+81.2%AddedHistory
SYYSysco CorpStock18,217$1.43M0.2%+14,079+340.2%AddedHistory
DOWDow Inc.Stock25,192$1.43M0.2%+25,192NewHistory
IEXIdex CorpCOM5,655$1.34M0.2%+800+16.5%AddedHistory
HAINHain Celestial Group IncCOM30,927$1.32M0.2%+5,000+19.3%AddedHistory
AMDAdvanced Micro Devices IncStock9,015$1.30M0.2%+1,151+14.6%AddedHistory
TXNTexas Instruments IncStock6,835$1.29M0.2%+2,203+47.6%AddedHistory
CHTRCharter Communications, Inc.CL A1,971$1.28M0.2%+1,004+103.8%AddedHistory
BKNGBooking Holdings Inc.Stock512$1.23M0.1%+74+16.9%AddedHistory
EAElectronic Arts Inc.COM9,238$1.22M0.1%+2,676+40.8%AddedHistory
TFCTruist Financial CorpCOM20,728$1.21M0.1%+2,348+12.8%AddedHistory
USBUS Bancorp DECOM NEW21,427$1.20M0.1%+3,108+17.0%AddedHistory
IPGInterpublic Group of Companies, Inc.COM32,123$1.20M0.1%+25,204+364.3%AddedHistory
SEDGSolaredge Technologies, Inc.COM4,259$1.19M0.1%+700+19.7%AddedHistory
OMCOmnicom Group Inc.COM16,242$1.19M0.1%+9,824+153.1%AddedHistory
AMTAmerican Tower CorpREIT3,987$1.17M0.1%−999−20.0%ReducedHistory
MRKMerck & Co., Inc.Stock15,019$1.15M0.1%−22,558−60.0%ReducedHistory
WBDWarner Bros. Discovery, Inc.COM SER A46,788$1.10M0.1%+33,876+262.4%AddedHistory
AMATApplied Materials IncStock6,905$1.09M0.1%+795+13.0%AddedHistory
SHLSShoals Technologies Group, Inc.CL A44,323$1.08M0.1%+7,000+18.8%AddedHistory
DHRDanaher CorpStock3,247$1.07M0.1%+1,313+67.9%AddedHistory
PLDPrologis, Inc.REIT6,317$1.06M0.1%−1,921−23.3%ReducedHistory
XYLXylem Inc.COM8,842$1.06M0.1%+1,400+18.8%AddedHistory
BNYBank of New York Mellon CorpStock18,239$1.06M0.1%−25,381−58.2%ReducedHistory
TRIThomson Reuters CorpCOM NEW8,301$994.0K0.1%+8,301NewHistory
TAT&T Inc.Stock39,015$959.0K0.1%+6,751+20.9%AddedHistory
DVADavita Inc.COM8,287$942.0K0.1%+8,287NewHistory
KEYKeycorpCOM39,660$917.0K0.1%+29,747+300.1%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A48,170$917.0K0.1%+27,533+133.4%AddedHistory
BCEBce IncCOM NEW17,069$888.0K0.1%+17,069NewHistory
MMM3M CoStock4,964$881.0K0.1%+3,399+217.2%AddedHistory

Sold out since Q3 2021 (37)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Mirova sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
GOOGAlphabet Inc.Stock5,191$13.8M1.8%History
GOOGLAlphabet Inc.Stock1,760$4.71M0.6%History
IPInternational Paper CoCOM54,393$3.04M0.4%History
HDHome Depot, Inc.Stock8,805$2.89M0.4%History
AKAMAkamai Technologies IncCOM17,130$1.79M0.2%History
ELVElevance Health, Inc.Stock4,553$1.70M0.2%History
UNHUnitedHealth Group IncStock4,054$1.58M0.2%History
HPEHewlett Packard Enterprise CoCOM95,594$1.36M0.2%History
CICigna GroupStock6,713$1.34M0.2%History
EIXEdison InternationalStock20,766$1.15M0.1%History
WTRGEssential Utilities, Inc.COM23,722$1.09M0.1%History
ABTAbbott LaboratoriesStock7,552$892.0K0.1%History
ORAOrmat Technologies, Inc.COM11,269$750.0K0.1%History
CNCCentene CorpStock11,386$709.0K0.1%History
SPGIS&P Global Inc.Stock1,589$675.0K0.1%History
APDAir Products & Chemicals, Inc.Stock2,169$555.0K0.1%History
DEDeere & CoStock1,615$541.0K0.1%History
CMGChipotle Mexican Grill IncCOM278$505.0K0.1%History
FOXAFox CorpCL A COM8,785$352.0K<0.1%History
ILMNIllumina, Inc.COM840$340.0K<0.1%History
GILDGilead Sciences, Inc.Stock4,669$326.0K<0.1%History
CATCaterpillar IncStock1,579$303.0K<0.1%History
ATOAtmos Energy CorpCOM3,408$300.0K<0.1%History
APHAmphenol CorpCL A4,044$296.0K<0.1%History
ADIAnalog Devices IncStock1,582$264.0K<0.1%History
BSXBoston Scientific CorpStock4,459$193.0K<0.1%History
CMICummins IncStock755$169.0K<0.1%History
MELIMercadolibre IncCOM101$169.0K<0.1%History
GAPGap IncCOM7,144$162.0K<0.1%History
XLNXXilinx IncCOM1,059$159.0K<0.1%History
HUMHumana IncStock408$158.0K<0.1%History
BIIBBiogen Inc.COM545$154.0K<0.1%History
BALLBALL CorpCOM1,633$146.0K<0.1%History
OGNOrganon & Co.Stock3,815$125.0K<0.1%History
WOWWideOpenWest, Inc.COM4,391$86.0K<0.1%History
VZVerizon Communications IncStock1,266$68.0K<0.1%History
VRSKVerisk Analytics, Inc.COM344$68.0K<0.1%History