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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
ROKRockwell Automation, IncStock4,627$1.29M0.2%−20.0%ReducedHistory
OMCOmnicom Group Inc.COM16,232$1.38M0.2%−10−0.1%ReducedHistory
INTCIntel CorpStock29,090$1.44M0.2%−537−1.8%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–
TRMBTrimble Inc.COM20,415$1.47M0.2%−10.0%ReducedHistory
SYYSysco CorpStock18,062$1.47M0.2%−155−0.9%ReducedHistory
LUMNLumen Technologies, Inc.Stock138,917$1.56M0.2%−79−0.1%ReducedHistory
FSLRFirst Solar, Inc.Stock18,792$1.57M0.2%−136,001−87.9%ReducedHistory
KMBKimberly Clark CorpStock12,884$1.59M0.2%−196−1.5%ReducedHistory
DOWDow Inc.Stock25,072$1.60M0.2%−120−0.5%ReducedHistory
WTSWatts Water Technologies IncCL A11,962$1.67M0.2%+11,962NewHistory
MRNAModerna, Inc.Stock9,703$1.67M0.2%−234−2.4%ReducedHistory
PFEPfizer IncStock32,501$1.68M0.2%−548−1.7%ReducedHistory
ABBVAbbVie Inc.Stock10,608$1.72M0.2%−175−1.6%ReducedHistory
TGTTarget CorpStock8,304$1.76M0.2%−117−1.4%ReducedHistory
CSCOCisco Systems, Inc.Stock33,046$1.84M0.2%−585−1.7%ReducedHistory
CMCSAComcast CorpStock39,518$1.85M0.2%−272−0.7%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG43,000$1.88M0.3%−2,853−6.2%ReducedHistory
VFCV F CorpStock36,447$2.07M0.3%−729−2.0%ReducedHistory
LOWLowes Companies IncStock10,473$2.12M0.3%−166−1.6%ReducedHistory
DARDarling Ingredients Inc.COM27,761$2.23M0.3%−2,561−8.4%ReducedHistory
GENGen Digital Inc.Stock85,415$2.27M0.3%−846−1.0%ReducedHistory
NOVASunnova Energy International Inc.COM99,238$2.29M0.3%+16,430+19.8%AddedHistory
ORCLOracle CorpStock28,723$2.38M0.3%−274−0.9%ReducedHistory
VZVerizon Communications IncStock47,227$2.40M0.3%+47,227NewHistory
WDAYWorkday, Inc.CL A10,161$2.43M0.3%+216+2.2%AddedHistory
ALLYAlly Financial Inc.Stock56,358$2.45M0.3%+6,893+13.9%AddedHistory
SCHWSchwab Charles CorpStock29,225$2.46M0.3%−526−1.8%ReducedHistory
LULUlululemon athletica inc.Stock6,763$2.47M0.3%+1,460+27.5%AddedHistory
NWSANews CorpCL A113,939$2.52M0.3%−2,339−2.0%ReducedHistory
ARRYArray Technologies, Inc.COM SHS227,529$2.56M0.3%+7,610+3.5%AddedHistory
ANSSAnsys IncCOM8,340$2.65M0.4%+121+1.5%AddedHistory
BALLBALL CorpCOM30,914$2.78M0.4%+30,914NewHistory
XYLXylem Inc.COM33,148$2.83M0.4%+24,306+274.9%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM64,409$3.05M0.4%+5,448+9.2%AddedHistory
CRMSalesforce, Inc.Stock15,336$3.26M0.4%+222+1.5%AddedHistory
Signature BK New York N Y82669G104COM11,514$3.38M0.5%+11,514New–
SPLKSplunk IncCOM22,924$3.41M0.5%+486+2.2%AddedHistory
PLUGPlug Power IncStock119,479$3.42M0.5%+17,124+16.7%AddedHistory
GDDYGoDaddy Inc.CL A43,206$3.62M0.5%−1,487−3.3%ReducedHistory
PGProcter & Gamble CoStock24,194$3.70M0.5%+513+2.2%AddedHistory
HIGHartford Insurance Group, Inc.Stock52,622$3.78M0.5%−1,020−1.9%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM29,972$3.94M0.5%+1,906+6.8%AddedHistory
ENPHEnphase Energy, Inc.Stock19,615$3.96M0.5%−421−2.1%ReducedHistory
GMGeneral Motors CoCOM90,621$3.96M0.5%+5,398+6.3%AddedHistory
HCAHCA Healthcare, Inc.COM15,833$3.97M0.5%−295−1.8%ReducedHistory
ITRIItron, Inc.COM81,157$4.28M0.6%−75,138−48.1%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN52,303$4.36M0.6%−647−1.2%ReducedHistory
BMYBristol Myers Squibb CoStock61,382$4.48M0.6%−1,391−2.2%ReducedHistory
CLColgate Palmolive CoStock59,704$4.53M0.6%+165+0.3%AddedHistory
SYKStryker CorpStock18,717$5.00M0.7%+370+2.0%AddedHistory
TSLATesla, Inc.Stock4,673$5.04M0.7%−103−2.2%ReducedHistory
ROPRoper Technologies IncStock11,709$5.53M0.7%+11,709NewHistory
AXPAmerican Express CoStock30,032$5.62M0.8%−785−2.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM42,451$5.63M0.8%+12,996+44.1%AddedHistory
WMWaste Management IncStock39,868$6.32M0.8%+845+2.2%AddedHistory
ISRGIntuitive Surgical IncCOM NEW21,048$6.35M0.8%+7,032+50.2%AddedHistory
ELEstee Lauder Companies IncCL A24,047$6.55M0.9%+7,515+45.5%AddedHistory
DHRDanaher CorpStock28,012$8.22M1.1%+24,765+762.7%AddedHistory
UNPUnion Pacific CorpStock31,623$8.64M1.2%−3,652−10.4%ReducedHistory
EBAYeBay IncCOM159,099$9.11M1.2%+119,170+298.5%AddedHistory
NEENextera Energy IncStock108,655$9.20M1.2%+44,179+68.5%AddedHistory
VVisa Inc.Stock43,887$9.73M1.3%+22,274+103.1%AddedHistory
ADBEAdobe Inc.Stock21,531$9.81M1.3%+11,881+123.1%AddedHistory
AWKAmerican Water Works Company, Inc.Stock66,197$11.0M1.5%+14,101+27.1%AddedHistory
LLYEli Lilly & CoStock41,802$12.0M1.6%+13,470+47.5%AddedHistory
NVDANVIDIA CorpStock56,087$15.3M2.0%+17,687+46.1%AddedHistory
MAMastercard IncStock51,641$18.5M2.5%+21,374+70.6%AddedHistory
GIBCgi IncCL A263,495$21.0M2.8%−6,762−2.5%ReducedHistory
MSFTMicrosoft CorpStock82,756$25.5M3.4%+25,073+43.5%AddedHistory
RUNSunrun Inc.COM1,928,151$58.6M7.8%+138,317+7.7%AddedHistory
ECLEcolab Inc.Stock610,338$107.8M14.4%+44,001+7.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock322,292$190.4M25.5%−6,461−2.0%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