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.
- Positions
- 172
- +7 vs. Q3 2021
- Portfolio value
- $835.1M
- +$58.0M (+7.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DOWDow Inc. | Stock | 25,192 | $1.43M | 0.2% | +25,192 | New | History |
| SYYSysco Corp | Stock | 18,217 | $1.43M | 0.2% | +14,079+340.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 10,783 | $1.46M | 0.2% | +4,831+81.2% | Added | History |
| INTCIntel Corp | Stock | 29,627 | $1.52M | 0.2% | +1,067+3.7% | Added | History |
| QCOMQualcomm Inc | Stock | 8,409 | $1.54M | 0.2% | +474+6.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 4,629 | $1.61M | 0.2% | −589−11.3% | Reduced | History |
| IBPInstalled Building Products, Inc. | COM | 11,908 | $1.66M | 0.2% | +1,800+17.8% | Added | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 45,853 | $1.69M | 0.2% | +17,000+58.9% | Added | History |
| LUMNLumen Technologies, Inc. | Stock | 138,996 | $1.74M | 0.2% | −37,075−21.1% | Reduced | History |
| TRMBTrimble Inc. | COM | 20,416 | $1.78M | 0.2% | +4,531+28.5% | Added | History |
| KMBKimberly Clark Corp | Stock | 13,080 | $1.87M | 0.2% | −3,427−20.8% | Reduced | History |
| TGTTarget Corp | Stock | 8,421 | $1.95M | 0.2% | +3,090+58.0% | Added | History |
| PFEPfizer Inc | Stock | 33,049 | $1.95M | 0.2% | −653−1.9% | Reduced | History |
| CMCSAComcast Corp | Stock | 39,790 | $2.00M | 0.2% | +1,584+4.1% | Added | History |
| LULUlululemon athletica inc. | Stock | 5,303 | $2.08M | 0.2% | +148+2.9% | Added | History |
| DARDarling Ingredients Inc. | COM | 30,322 | $2.10M | 0.3% | +10,039+49.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 33,631 | $2.13M | 0.3% | +6,512+24.0% | Added | History |
| NEONeogenomics Inc | COM NEW | 64,247 | $2.19M | 0.3% | +16,194+33.7% | Added | History |
| GENGen Digital Inc. | Stock | 86,261 | $2.24M | 0.3% | +86,261 | New | History |
| MNTVMomentive Global Inc. | COM | 106,632 | $2.25M | 0.3% | 00.0% | Unchanged | History |
| NOVASunnova Energy International Inc. | COM | 82,808 | $2.31M | 0.3% | +26,031+45.8% | Added | History |
| HNSTHonest Company, Inc. | COM | 290,891 | $2.35M | 0.3% | +71,839+32.8% | Added | History |
| ALLYAlly Financial Inc. | Stock | 49,465 | $2.35M | 0.3% | +49,465 | New | History |
| SCHWSchwab Charles Corp | Stock | 29,751 | $2.50M | 0.3% | +29,751 | New | History |
| MRNAModerna, Inc. | Stock | 9,937 | $2.52M | 0.3% | +9,937 | New | History |
| ORCLOracle Corp | Stock | 28,997 | $2.53M | 0.3% | +9,450+48.3% | Added | History |
| NWSANews Corp | CL A | 116,278 | $2.59M | 0.3% | +107,568+1,235.0% | Added | History |
| SPLKSplunk Inc | COM | 22,438 | $2.60M | 0.3% | −1,278−5.4% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 79,177 | $2.65M | 0.3% | +21,490+37.3% | Added | – |
| EBAYeBay Inc | COM | 39,929 | $2.65M | 0.3% | +11,935+42.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 9,945 | $2.72M | 0.3% | 00.0% | Unchanged | History |
| VFCV F Corp | Stock | 37,176 | $2.72M | 0.3% | +28,625+334.8% | Added | History |
| LOWLowes Companies Inc | Stock | 10,639 | $2.75M | 0.3% | +10,639 | New | History |
| PLUGPlug Power Inc | Stock | 102,355 | $2.89M | 0.3% | +32,314+46.1% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 58,961 | $3.13M | 0.4% | +14,394+32.3% | Added | History |
| ANSSAnsys Inc | COM | 8,219 | $3.30M | 0.4% | −2,816−25.5% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 219,919 | $3.45M | 0.4% | +62,697+39.9% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 20,036 | $3.67M | 0.4% | −54,820−73.2% | Reduced | History |
| HIGHartford Insurance Group, Inc. | Stock | 53,642 | $3.70M | 0.4% | +34,656+182.5% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,455 | $3.71M | 0.4% | +6,653+29.2% | Added | History |
| GDDYGoDaddy Inc. | CL A | 44,693 | $3.79M | 0.5% | +3,035+7.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 15,114 | $3.84M | 0.5% | +709+4.9% | Added | History |
| PGProcter & Gamble Co | Stock | 23,681 | $3.87M | 0.5% | −2,247−8.7% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 62,773 | $3.91M | 0.5% | +48,296+333.6% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 16,128 | $4.14M | 0.5% | +12,884+397.2% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 28,066 | $4.23M | 0.5% | +9,313+49.7% | Added | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 52,950 | $4.47M | 0.5% | +7,986+17.8% | Added | History |
| VVisa Inc. | Stock | 21,613 | $4.68M | 0.6% | +2,616+13.8% | Added | History |
| SYKStryker Corp | Stock | 18,347 | $4.91M | 0.6% | +1,744+10.5% | Added | History |
| GMGeneral Motors Co | COM | 85,223 | $5.00M | 0.6% | +5,141+6.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 14,016 | $5.04M | 0.6% | −1,059−7.0% | ReducedConverted for a 3-for-1 split | History |
| AXPAmerican Express Co | Stock | 30,817 | $5.04M | 0.6% | +9,087+41.8% | Added | History |
| TSLATesla, Inc. | Stock | 4,776 | $5.05M | 0.6% | +3,299+223.4% | Added | History |
| CLColgate Palmolive Co | Stock | 59,539 | $5.08M | 0.6% | +17,392+41.3% | Added | History |
| ADBEAdobe Inc. | Stock | 9,650 | $5.47M | 0.7% | −2,695−21.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 64,476 | $6.02M | 0.7% | −8,313−11.4% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 16,532 | $6.12M | 0.7% | −1,618−8.9% | Reduced | History |
| WMWaste Management Inc | Stock | 39,023 | $6.51M | 0.8% | −927−2.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 28,332 | $7.83M | 0.9% | −2,756−8.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 35,275 | $8.89M | 1.1% | +5,173+17.2% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 52,096 | $9.84M | 1.2% | −100−0.2% | Reduced | History |
| ITRIItron, Inc. | COM | 156,295 | $10.7M | 1.3% | +19,233+14.0% | Added | History |
| MAMastercard Inc | Stock | 30,267 | $10.9M | 1.3% | +2,046+7.2% | Added | History |
| NVDANVIDIA Corp | Stock | 38,400 | $11.3M | 1.4% | −3,614−8.6% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 154,793 | $13.5M | 1.6% | +3,280+2.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 57,683 | $19.4M | 2.3% | +7,763+15.6% | Added | History |
| GIBCgi Inc | CL A | 270,257 | $23.9M | 2.9% | −1,853−0.7% | Reduced | History |
| WOLFWolfspeed, Inc. | Stock | 246,958 | $27.6M | 3.3% | −106,097−30.1% | Reduced | History |
| BLDPBallard Power Systems Inc. | COM | 3,051,290 | $38.3M | 4.6% | −87,292−2.8% | Reduced | History |
| RUNSunrun Inc. | COM | 1,789,834 | $61.4M | 7.4% | +116,314+7.0% | Added | History |
| ECLEcolab Inc. | Stock | 566,337 | $132.9M | 15.9% | +2,456+0.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 328,753 | $219.4M | 26.3% | +6,037+1.9% | Added | History |
Sold out since Q3 2021 (37)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 5,191 | $13.8M | 1.8% | History |
| GOOGLAlphabet Inc. | Stock | 1,760 | $4.71M | 0.6% | History |
| IPInternational Paper Co | COM | 54,393 | $3.04M | 0.4% | History |
| HDHome Depot, Inc. | Stock | 8,805 | $2.89M | 0.4% | History |
| AKAMAkamai Technologies Inc | COM | 17,130 | $1.79M | 0.2% | History |
| ELVElevance Health, Inc. | Stock | 4,553 | $1.70M | 0.2% | History |
| UNHUnitedHealth Group Inc | Stock | 4,054 | $1.58M | 0.2% | History |
| HPEHewlett Packard Enterprise Co | COM | 95,594 | $1.36M | 0.2% | History |
| CICigna Group | Stock | 6,713 | $1.34M | 0.2% | History |
| EIXEdison International | Stock | 20,766 | $1.15M | 0.1% | History |
| WTRGEssential Utilities, Inc. | COM | 23,722 | $1.09M | 0.1% | History |
| ABTAbbott Laboratories | Stock | 7,552 | $892.0K | 0.1% | History |
| ORAOrmat Technologies, Inc. | COM | 11,269 | $750.0K | 0.1% | History |
| CNCCentene Corp | Stock | 11,386 | $709.0K | 0.1% | History |
| SPGIS&P Global Inc. | Stock | 1,589 | $675.0K | 0.1% | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,169 | $555.0K | 0.1% | History |
| DEDeere & Co | Stock | 1,615 | $541.0K | 0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 278 | $505.0K | 0.1% | History |
| FOXAFox Corp | CL A COM | 8,785 | $352.0K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 840 | $340.0K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 4,669 | $326.0K | <0.1% | History |
| CATCaterpillar Inc | Stock | 1,579 | $303.0K | <0.1% | History |
| ATOAtmos Energy Corp | COM | 3,408 | $300.0K | <0.1% | History |
| APHAmphenol Corp | CL A | 4,044 | $296.0K | <0.1% | History |
| ADIAnalog Devices Inc | Stock | 1,582 | $264.0K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 4,459 | $193.0K | <0.1% | History |
| CMICummins Inc | Stock | 755 | $169.0K | <0.1% | History |
| MELIMercadolibre Inc | COM | 101 | $169.0K | <0.1% | History |
| GAPGap Inc | COM | 7,144 | $162.0K | <0.1% | History |
| XLNXXilinx Inc | COM | 1,059 | $159.0K | <0.1% | History |
| HUMHumana Inc | Stock | 408 | $158.0K | <0.1% | History |
| BIIBBiogen Inc. | COM | 545 | $154.0K | <0.1% | History |
| BALLBALL Corp | COM | 1,633 | $146.0K | <0.1% | History |
| OGNOrganon & Co. | Stock | 3,815 | $125.0K | <0.1% | History |
| WOWWideOpenWest, Inc. | COM | 4,391 | $86.0K | <0.1% | History |
| VZVerizon Communications Inc | Stock | 1,266 | $68.0K | <0.1% | History |
| VRSKVerisk Analytics, Inc. | COM | 344 | $68.0K | <0.1% | History |