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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
171
−3 vs. Q1 2022
Portfolio value
$703.7M
−$43.4M (−5.8%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Mirova in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock322,549$175.2M24.9%+257+0.1%AddedHistory
ECLEcolab Inc.Stock613,466$94.3M13.4%+3,128+0.5%AddedHistory
RUNSunrun Inc.COM2,053,868$48.0M6.8%+125,717+6.5%AddedHistory
MSFTMicrosoft CorpStock82,545$21.2M3.0%−211−0.3%ReducedHistory
GIBCgi IncCL A257,343$20.5M2.9%−6,152−2.3%ReducedHistory
MAMastercard IncStock53,439$16.9M2.4%+1,798+3.5%AddedHistory
LLYEli Lilly & CoStock44,386$14.4M2.0%+2,584+6.2%AddedHistory
NVDANVIDIA CorpStock73,786$11.2M1.6%+17,699+31.6%AddedHistory
AWKAmerican Water Works Company, Inc.Stock69,785$10.4M1.5%+3,588+5.4%AddedHistory
ADBEAdobe Inc.Stock27,958$10.2M1.5%+6,427+29.8%AddedHistory
WMWaste Management IncStock58,996$9.03M1.3%+19,128+48.0%AddedHistory
VVisa Inc.Stock45,629$8.98M1.3%+1,742+4.0%AddedHistory
NEENextera Energy IncStock111,233$8.62M1.2%+2,578+2.4%AddedHistory
UNPUnion Pacific CorpStock39,291$8.38M1.2%+7,668+24.2%AddedHistory
EBAYeBay IncCOM166,929$6.96M1.0%+7,830+4.9%AddedHistory
ELEstee Lauder Companies IncCL A26,677$6.79M1.0%+2,630+10.9%AddedHistory
DHRDanaher CorpStock25,928$6.57M0.9%−2,084−7.4%ReducedHistory
ENPHEnphase Energy, Inc.Stock31,845$6.22M0.9%+12,230+62.4%AddedHistory
CLColgate Palmolive CoStock73,612$5.90M0.8%+13,908+23.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW28,005$5.62M0.8%+6,957+33.1%AddedHistory
CRMSalesforce, Inc.Stock30,178$4.98M0.7%+14,842+96.8%AddedHistory
ROPRoper Technologies IncStock11,938$4.71M0.7%+229+2.0%AddedHistory
TSLATesla, Inc.Stock6,466$4.35M0.6%+1,793+38.4%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM51,275$4.33M0.6%+8,824+20.8%AddedHistory
SYKStryker CorpStock21,187$4.21M0.6%+2,470+13.2%AddedHistory
ITRIItron, Inc.COM85,146$4.21M0.6%+3,989+4.9%AddedHistory
AGCOAGCO CorpCOM42,625$4.21M0.6%+39,125+1,117.9%AddedHistory
PGProcter & Gamble CoStock28,618$4.11M0.6%+4,424+18.3%AddedHistory
GMGeneral Motors CoCOM122,336$3.88M0.6%+31,715+35.0%AddedHistory
BMYBristol Myers Squibb CoStock50,168$3.86M0.5%−11,214−18.3%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A232,171$3.83M0.5%+167,848+260.9%AddedHistory
XYLXylem Inc.COM46,764$3.66M0.5%+13,616+41.1%AddedHistory
HIGHartford Insurance Group, Inc.Stock55,784$3.65M0.5%+3,162+6.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM30,612$3.65M0.5%+640+2.1%AddedHistory
AXPAmerican Express CoStock26,207$3.63M0.5%−3,825−12.7%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN48,784$3.62M0.5%−3,519−6.7%ReducedHistory
PLUGPlug Power IncStock201,228$3.33M0.5%+81,749+68.4%AddedHistory
GDDYGoDaddy Inc.CL A47,622$3.31M0.5%+4,416+10.2%AddedHistory
NOVASunnova Energy International Inc.COM171,847$3.17M0.5%+72,609+73.2%AddedHistory
ORCLOracle CorpStock43,472$3.04M0.4%+14,749+51.3%AddedHistory
KMBKimberly Clark CorpStock20,177$2.73M0.4%+7,293+56.6%AddedHistory
DARDarling Ingredients Inc.COM42,646$2.55M0.4%+14,885+53.6%AddedHistory
SPGIS&P Global Inc.Stock7,556$2.55M0.4%+7,556NewHistory
ARRYArray Technologies, Inc.COM SHS228,637$2.52M0.4%+1,108+0.5%AddedHistory
VFCV F CorpStock55,832$2.47M0.4%+19,385+53.2%AddedHistory
SPLKSplunk IncCOM27,675$2.45M0.3%+4,751+20.7%AddedHistory
VZVerizon Communications IncStock48,214$2.45M0.3%+987+2.1%AddedHistory
ANSSAnsys IncCOM10,209$2.44M0.3%+1,869+22.4%AddedHistory
AVBAvalonbay Communities IncCOM12,312$2.39M0.3%+11,328+1,151.2%AddedHistory
BALLBALL CorpCOM34,449$2.37M0.3%+3,535+11.4%AddedHistory
FLNCFluence Energy, Inc.COM CL A248,814$2.36M0.3%+248,814NewHistory
LULUlululemon athletica inc.Stock8,500$2.32M0.3%+1,737+25.7%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM15,615$2.26M0.3%+15,615NewHistory
NSCNorfolk Southern CorpStock9,860$2.24M0.3%+8,148+475.9%AddedHistory
NWSANews CorpCL A143,240$2.23M0.3%+29,301+25.7%AddedHistory
CPCanadian Pacific Kansas City LtdCOM31,344$2.19M0.3%+28,536+1,016.2%AddedHistory
ESEversource EnergyStock25,780$2.18M0.3%+25,780NewHistory
ALLYAlly Financial Inc.Stock64,044$2.15M0.3%+7,686+13.6%AddedHistory
Signature BK New York N Y82669G104COM11,746$2.10M0.3%+232+2.0%Added–
HDHome Depot, Inc.Stock7,470$2.05M0.3%+7,470NewHistory
NOWServiceNow, Inc.Stock4,224$2.01M0.3%+4,224NewHistory
HCAHCA Healthcare, Inc.COM11,906$2.00M0.3%−3,927−24.8%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM52,199$1.98M0.3%−12,210−19.0%ReducedHistory
PFEPfizer IncStock36,394$1.91M0.3%+3,893+12.0%AddedHistory
EWEdwards Lifesciences CorpStock19,626$1.87M0.3%+16,268+484.5%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A131,581$1.80M0.3%+68,387+108.2%AddedHistory
WDAYWorkday, Inc.CL A12,733$1.78M0.3%+2,572+25.3%AddedHistory
ABBVAbbVie Inc.Stock11,361$1.74M0.2%+753+7.1%AddedHistory
NWSNews CorpCL B105,736$1.68M0.2%+105,736NewHistory
ROKRockwell Automation, IncStock8,079$1.61M0.2%+3,452+74.6%AddedHistory
CMCSAComcast CorpStock39,208$1.54M0.2%−310−0.8%ReducedHistory
MRKMerck & Co., Inc.Stock16,501$1.50M0.2%+1,726+11.7%AddedHistory
WELLWelltower Inc.REIT18,266$1.50M0.2%+15,285+512.7%AddedHistory
WTSWatts Water Technologies IncCL A12,196$1.50M0.2%+234+2.0%AddedHistory
Farfetch Ltd30744W107ORD SH CL A195,771$1.40M0.2%+98,552+101.4%Added–
QCOMQualcomm IncStock10,555$1.35M0.2%+2,300+27.9%AddedHistory
LOWLowes Companies IncStock7,638$1.33M0.2%−2,835−27.1%ReducedHistory
AMDAdvanced Micro Devices IncStock17,248$1.32M0.2%+8,394+94.8%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock8,425$1.31M0.2%+4,142+96.7%AddedHistory
SEDGSolaredge Technologies, Inc.COM4,406$1.21M0.2%−153−3.4%ReducedHistory
AMTAmerican Tower CorpREIT4,616$1.18M0.2%+691+17.6%AddedHistory
WOLFWolfspeed, Inc.Stock17,335$1.10M0.2%+17,335NewHistory
BXPBXP, Inc.COM11,970$1.06M0.2%+11,970NewHistory
TRMBTrimble Inc.COM18,133$1.05M0.1%−2,282−11.2%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,781$1.05M0.1%+1,104+163.1%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG29,000$1.03M0.1%−14,000−32.6%ReducedHistory
VRSKVerisk Analytics, Inc.COM5,838$1.01M0.1%+5,838NewHistory
VMRKVivmark ResidentialSH BEN INT13,910$1.00M0.1%+11,369+447.4%AddedHistory
RMDResmed IncCOM4,767$999.0K0.1%+4,767NewHistory
HAINHain Celestial Group IncCOM42,000$997.0K0.1%+11,073+35.8%AddedHistory
MNTVMomentive Global Inc.COM112,800$992.0K0.1%+112,800NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,889$971.0K0.1%+855+7.7%AddedHistory
GENGen Digital Inc.Stock41,647$914.0K0.1%−43,768−51.2%ReducedHistory
IEXIdex CorpCOM5,000$908.0K0.1%−655−11.6%ReducedHistory
HNSTHonest Company, Inc.COM307,716$898.0K0.1%+307,716NewHistory
DXCMDexcom IncCOM11,984$893.0K0.1%+10,540+729.9%AddedConverted for a 4-for-1 splitHistory
AMGNAmgen IncStock3,651$888.0K0.1%+1,275+53.7%AddedHistory
DVADavita Inc.COM11,013$880.0K0.1%+2,831+34.6%AddedHistory
PLDPrologis, Inc.REIT7,399$870.0K0.1%+1,180+19.0%AddedHistory
MRNAModerna, Inc.Stock6,069$866.0K0.1%−3,634−37.5%ReducedHistory

Sold out since Q1 2022 (44)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Mirova sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CSCOCisco Systems, Inc.Stock33,046$1.84M0.2%History
DOWDow Inc.Stock25,072$1.60M0.2%History
FSLRFirst Solar, Inc.Stock18,792$1.57M0.2%History
LUMNLumen Technologies, Inc.Stock138,917$1.56M0.2%History
INTCIntel CorpStock29,090$1.44M0.2%History
WBDWarner Bros. Discovery, Inc.COM SER A46,760$1.17M0.2%History
IBPInstalled Building Products, Inc.COM11,908$1.01M0.1%History
TAT&T Inc.Stock38,673$913.0K0.1%History
AMATApplied Materials IncStock6,780$893.0K0.1%History
KEYKeycorpCOM39,636$887.0K0.1%History
BNYBank of New York Mellon CorpStock17,855$886.0K0.1%History
WRKWestRock CoCOM13,960$656.0K0.1%History
IBMInternational Business Machines CorpStock4,416$574.0K0.1%History
SHWSherwin Williams CoCOM1,900$474.0K0.1%History
ADPAutomatic Data Processing IncStock2,056$467.0K0.1%History
STTState Street CorpCOM5,293$461.0K0.1%History
NTRSNorthern Trust CorpCOM3,535$411.0K0.1%History
SRESempraStock2,303$387.0K0.1%History
OTEXOpen Text CorpCOM9,055$383.0K0.1%History
BMRNBiomarin Pharmaceutical IncCOM4,522$348.0K<0.1%History
ULTAUlta Beauty, Inc.Stock870$346.0K<0.1%History
MDLZMondelez International, Inc.Stock5,465$343.0K<0.1%History
FFord Motor CoStock19,828$335.0K<0.1%History
BBYBest Buy Co IncStock3,318$301.0K<0.1%History
HPQHP IncStock6,739$244.0K<0.1%History
RYRoyal Bank of CanadaStock2,189$241.0K<0.1%History
CARRCarrier Global CorpStock5,245$240.0K<0.1%History
TDToronto Dominion BankStock2,734$217.0K<0.1%History
CBRECbre Group, Inc.CL A2,308$211.0K<0.1%History
PAYXPaychex IncStock1,521$207.0K<0.1%History
OTISOtis Worldwide CorpStock2,490$191.0K<0.1%History
METMetlife IncStock2,627$184.0K<0.1%History
ANETArista Networks, Inc.COM1,326$184.0K<0.1%History
AIGAmerican International Group, Inc.Stock2,825$177.0K<0.1%History
GLWCorning IncCOM4,706$173.0K<0.1%History
AAgilent Technologies, Inc.COM1,305$172.0K<0.1%History
KEYSKeysight Technologies, Inc.Stock1,068$168.0K<0.1%History
PPGPPG Industries IncStock1,277$167.0K<0.1%History
BAXBaxter International IncStock1,972$152.0K<0.1%History
BNSBank of Nova ScotiaCOM1,884$135.0K<0.1%History
CDWCDW CorpCOM734$131.0K<0.1%History
ALGNAlign Technology IncCOM277$120.0K<0.1%History
ETSYEtsy IncCOM543$67.0K<0.1%History
NICENICE Ltd.SPONSORED ADR121$26.0K<0.1%History