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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
174
+2 vs. Q4 2021
Portfolio value
$747.1M
−$88.0M (−10.5%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Mirova in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock322,292$190.4M25.5%−6,461−2.0%ReducedHistory
ECLEcolab Inc.Stock610,338$107.8M14.4%+44,001+7.8%AddedHistory
RUNSunrun Inc.COM1,928,151$58.6M7.8%+138,317+7.7%AddedHistory
MSFTMicrosoft CorpStock82,756$25.5M3.4%+25,073+43.5%AddedHistory
GIBCgi IncCL A263,495$21.0M2.8%−6,762−2.5%ReducedHistory
MAMastercard IncStock51,641$18.5M2.5%+21,374+70.6%AddedHistory
NVDANVIDIA CorpStock56,087$15.3M2.0%+17,687+46.1%AddedHistory
LLYEli Lilly & CoStock41,802$12.0M1.6%+13,470+47.5%AddedHistory
AWKAmerican Water Works Company, Inc.Stock66,197$11.0M1.5%+14,101+27.1%AddedHistory
ADBEAdobe Inc.Stock21,531$9.81M1.3%+11,881+123.1%AddedHistory
VVisa Inc.Stock43,887$9.73M1.3%+22,274+103.1%AddedHistory
NEENextera Energy IncStock108,655$9.20M1.2%+44,179+68.5%AddedHistory
EBAYeBay IncCOM159,099$9.11M1.2%+119,170+298.5%AddedHistory
UNPUnion Pacific CorpStock31,623$8.64M1.2%−3,652−10.4%ReducedHistory
DHRDanaher CorpStock28,012$8.22M1.1%+24,765+762.7%AddedHistory
ELEstee Lauder Companies IncCL A24,047$6.55M0.9%+7,515+45.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW21,048$6.35M0.8%+7,032+50.2%AddedHistory
WMWaste Management IncStock39,868$6.32M0.8%+845+2.2%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM42,451$5.63M0.8%+12,996+44.1%AddedHistory
AXPAmerican Express CoStock30,032$5.62M0.8%−785−2.5%ReducedHistory
ROPRoper Technologies IncStock11,709$5.53M0.7%+11,709NewHistory
TSLATesla, Inc.Stock4,673$5.04M0.7%−103−2.2%ReducedHistory
SYKStryker CorpStock18,717$5.00M0.7%+370+2.0%AddedHistory
CLColgate Palmolive CoStock59,704$4.53M0.6%+165+0.3%AddedHistory
BMYBristol Myers Squibb CoStock61,382$4.48M0.6%−1,391−2.2%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN52,303$4.36M0.6%−647−1.2%ReducedHistory
ITRIItron, Inc.COM81,157$4.28M0.6%−75,138−48.1%ReducedHistory
HCAHCA Healthcare, Inc.COM15,833$3.97M0.5%−295−1.8%ReducedHistory
GMGeneral Motors CoCOM90,621$3.96M0.5%+5,398+6.3%AddedHistory
ENPHEnphase Energy, Inc.Stock19,615$3.96M0.5%−421−2.1%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM29,972$3.94M0.5%+1,906+6.8%AddedHistory
HIGHartford Insurance Group, Inc.Stock52,622$3.78M0.5%−1,020−1.9%ReducedHistory
PGProcter & Gamble CoStock24,194$3.70M0.5%+513+2.2%AddedHistory
GDDYGoDaddy Inc.CL A43,206$3.62M0.5%−1,487−3.3%ReducedHistory
PLUGPlug Power IncStock119,479$3.42M0.5%+17,124+16.7%AddedHistory
SPLKSplunk IncCOM22,924$3.41M0.5%+486+2.2%AddedHistory
Signature BK New York N Y82669G104COM11,514$3.38M0.5%+11,514New–
CRMSalesforce, Inc.Stock15,336$3.26M0.4%+222+1.5%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM64,409$3.05M0.4%+5,448+9.2%AddedHistory
XYLXylem Inc.COM33,148$2.83M0.4%+24,306+274.9%AddedHistory
BALLBALL CorpCOM30,914$2.78M0.4%+30,914NewHistory
ANSSAnsys IncCOM8,340$2.65M0.4%+121+1.5%AddedHistory
ARRYArray Technologies, Inc.COM SHS227,529$2.56M0.3%+7,610+3.5%AddedHistory
NWSANews CorpCL A113,939$2.52M0.3%−2,339−2.0%ReducedHistory
LULUlululemon athletica inc.Stock6,763$2.47M0.3%+1,460+27.5%AddedHistory
SCHWSchwab Charles CorpStock29,225$2.46M0.3%−526−1.8%ReducedHistory
ALLYAlly Financial Inc.Stock56,358$2.45M0.3%+6,893+13.9%AddedHistory
WDAYWorkday, Inc.CL A10,161$2.43M0.3%+216+2.2%AddedHistory
VZVerizon Communications IncStock47,227$2.40M0.3%+47,227NewHistory
ORCLOracle CorpStock28,723$2.38M0.3%−274−0.9%ReducedHistory
NOVASunnova Energy International Inc.COM99,238$2.29M0.3%+16,430+19.8%AddedHistory
GENGen Digital Inc.Stock85,415$2.27M0.3%−846−1.0%ReducedHistory
DARDarling Ingredients Inc.COM27,761$2.23M0.3%−2,561−8.4%ReducedHistory
LOWLowes Companies IncStock10,473$2.12M0.3%−166−1.6%ReducedHistory
VFCV F CorpStock36,447$2.07M0.3%−729−2.0%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG43,000$1.88M0.3%−2,853−6.2%ReducedHistory
CMCSAComcast CorpStock39,518$1.85M0.2%−272−0.7%ReducedHistory
CSCOCisco Systems, Inc.Stock33,046$1.84M0.2%−585−1.7%ReducedHistory
TGTTarget CorpStock8,304$1.76M0.2%−117−1.4%ReducedHistory
ABBVAbbVie Inc.Stock10,608$1.72M0.2%−175−1.6%ReducedHistory
PFEPfizer IncStock32,501$1.68M0.2%−548−1.7%ReducedHistory
MRNAModerna, Inc.Stock9,703$1.67M0.2%−234−2.4%ReducedHistory
WTSWatts Water Technologies IncCL A11,962$1.67M0.2%+11,962NewHistory
DOWDow Inc.Stock25,072$1.60M0.2%−120−0.5%ReducedHistory
KMBKimberly Clark CorpStock12,884$1.59M0.2%−196−1.5%ReducedHistory
FSLRFirst Solar, Inc.Stock18,792$1.57M0.2%−136,001−87.9%ReducedHistory
LUMNLumen Technologies, Inc.Stock138,917$1.56M0.2%−79−0.1%ReducedHistory
SYYSysco CorpStock18,062$1.47M0.2%−155−0.9%ReducedHistory
TRMBTrimble Inc.COM20,415$1.47M0.2%−10.0%ReducedHistory
SEDGSolaredge Technologies, Inc.COM4,559$1.47M0.2%+300+7.0%AddedHistory
Farfetch Ltd30744W107ORD SH CL A97,219$1.47M0.2%+18,042+22.8%Added–
INTCIntel CorpStock29,090$1.44M0.2%−537−1.8%ReducedHistory
OMCOmnicom Group Inc.COM16,232$1.38M0.2%−10−0.1%ReducedHistory
ROKRockwell Automation, IncStock4,627$1.29M0.2%−20.0%ReducedHistory
BLDPBallard Power Systems Inc.COM109,901$1.28M0.2%−2,941,389−96.4%ReducedHistory
QCOMQualcomm IncStock8,255$1.26M0.2%−154−1.8%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A63,194$1.26M0.2%+15,024+31.2%AddedHistory
TXNTexas Instruments IncStock6,710$1.23M0.2%−125−1.8%ReducedHistory
MRKMerck & Co., Inc.Stock14,775$1.21M0.2%−244−1.6%ReducedHistory
BKNGBooking Holdings Inc.Stock503$1.18M0.2%−9−1.8%ReducedHistory
EAElectronic Arts Inc.COM9,232$1.17M0.2%−6−0.1%ReducedHistory
TFCTruist Financial CorpCOM20,596$1.17M0.2%−132−0.6%ReducedHistory
WBDWarner Bros. Discovery, Inc.COM SER A46,760$1.17M0.2%−28−0.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,034$1.15M0.2%+11,034NewHistory
IPGInterpublic Group of Companies, Inc.COM32,104$1.14M0.2%−19−0.1%ReducedHistory
USBUS Bancorp DECOM NEW21,279$1.13M0.2%−148−0.7%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A64,323$1.10M0.1%+20,000+45.1%AddedHistory
IEXIdex CorpCOM5,655$1.08M0.1%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A1,970$1.07M0.1%−1−0.1%ReducedHistory
HAINHain Celestial Group IncCOM30,927$1.06M0.1%00.0%UnchangedHistory
IBPInstalled Building Products, Inc.COM11,908$1.01M0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT6,219$1.00M0.1%−98−1.6%ReducedHistory
AMTAmerican Tower CorpREIT3,925$986.0K0.1%−62−1.6%ReducedHistory
AMDAdvanced Micro Devices IncStock8,854$968.0K0.1%−161−1.8%ReducedHistory
DVADavita Inc.COM8,182$925.0K0.1%−105−1.3%ReducedHistory
TAT&T Inc.Stock38,673$913.0K0.1%−342−0.9%ReducedHistory
NEONeogenomics IncCOM NEW74,949$910.0K0.1%+10,702+16.7%AddedHistory
BCEBce IncCOM NEW16,120$894.0K0.1%−949−5.6%ReducedHistory
AMATApplied Materials IncStock6,780$893.0K0.1%−125−1.8%ReducedHistory
KEYKeycorpCOM39,636$887.0K0.1%−24−0.1%ReducedHistory

Sold out since Q4 2021 (6)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Mirova sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
WOLFWolfspeed, Inc.Stock246,958$27.6M3.3%History
HNSTHonest Company, Inc.COM290,891$2.35M0.3%History
MNTVMomentive Global Inc.COM106,632$2.25M0.3%History
FLNCFluence Energy, Inc.COM CL A15,500$551.0K0.1%History
MRVLMarvell Technology, Inc.COM2,036$178.0K<0.1%History
KDKyndryl Holdings, Inc.Stock884$16.0K<0.1%History