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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
171
0 vs. Q2 2022
Portfolio value
$594.3M
−$109.3M (−15.5%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Mirova in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ELVElevance Health, Inc.Stock3,286$1.49M0.3%+3,286NewHistory
BEBloom Energy CorpCOM CL A75,076$1.50M0.3%+56,500+304.2%AddedHistory
ABTAbbott LaboratoriesStock15,904$1.54M0.3%+15,904NewHistory
MCOMoodys CorpStock6,331$1.54M0.3%+6,331NewHistory
CMCSAComcast CorpStock53,551$1.57M0.3%+14,343+36.6%AddedHistory
CPCanadian Pacific Kansas City LtdCOM24,263$1.62M0.3%−7,081−22.6%ReducedHistory
HAINHain Celestial Group IncCOM100,000$1.69M0.3%+58,000+138.1%AddedHistory
NFLXNetflix IncStock7,234$1.70M0.3%+2,734+60.8%AddedHistory
WELLWelltower Inc.REIT27,047$1.74M0.3%+8,781+48.1%AddedHistory
NSCNorfolk Southern CorpStock8,300$1.74M0.3%−1,560−15.8%ReducedHistory
SEDGSolaredge Technologies, Inc.COM7,906$1.83M0.3%+3,500+79.4%AddedHistory
BSYBentley Systems IncCOM CL B60,000$1.83M0.3%+60,000NewHistory
ORCLOracle CorpStock30,359$1.85M0.3%−13,113−30.2%ReducedHistory
ESEversource EnergyStock24,293$1.89M0.3%−1,487−5.8%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG58,500$1.91M0.3%+29,500+101.7%AddedHistory
SPGIS&P Global Inc.Stock6,370$1.95M0.3%−1,186−15.7%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A132,248$1.95M0.3%+667+0.5%AddedHistory
FSLRFirst Solar, Inc.Stock15,000$1.98M0.3%+15,000NewHistory
ALLYAlly Financial Inc.Stock72,294$2.01M0.3%+8,250+12.9%AddedHistory
IEXIdex CorpCOM10,200$2.04M0.3%+5,200+104.0%AddedHistory
HDHome Depot, Inc.Stock7,510$2.07M0.3%+40+0.5%AddedHistory
TTEKTetra Tech IncCOM16,380$2.10M0.4%+11,300+222.4%AddedHistory
WDAYWorkday, Inc.CL A14,049$2.14M0.4%+1,316+10.3%AddedHistory
XYLXylem Inc.COM24,951$2.18M0.4%−21,813−46.6%ReducedHistory
LULUlululemon athletica inc.Stock7,810$2.18M0.4%−690−8.1%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM15,699$2.20M0.4%+84+0.5%AddedHistory
AVBAvalonbay Communities IncCOM11,987$2.21M0.4%−325−2.6%ReducedHistory
SPLKSplunk IncCOM30,270$2.28M0.4%+2,595+9.4%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM40,970$2.36M0.4%−10,305−20.1%ReducedHistory
TRMBTrimble Inc.COM45,133$2.45M0.4%+27,000+148.9%AddedHistory
BMYBristol Myers Squibb CoStock34,733$2.47M0.4%−15,435−30.8%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM83,138$2.49M0.4%+30,939+59.3%AddedHistory
ADSKAutodesk, Inc.COM13,805$2.58M0.4%+9,035+189.4%AddedHistory
WOLFWolfspeed, Inc.Stock25,135$2.60M0.4%+7,800+45.0%AddedHistory
PRUPrudential Financial IncStock30,886$2.65M0.4%+30,886NewHistory
SHLSShoals Technologies Group, Inc.CL A154,964$3.34M0.6%−77,207−33.3%ReducedHistory
GDDYGoDaddy Inc.CL A47,622$3.38M0.6%00.0%UnchangedHistory
NOVASunnova Energy International Inc.COM155,081$3.42M0.6%−16,766−9.8%ReducedHistory
ARRYArray Technologies, Inc.COM SHS207,896$3.45M0.6%−20,741−9.1%ReducedHistory
FLNCFluence Energy, Inc.COM CL A246,178$3.59M0.6%−2,636−1.1%ReducedHistory
PGProcter & Gamble CoStock28,593$3.61M0.6%−25−0.1%ReducedHistory
ANSSAnsys IncCOM16,734$3.71M0.6%+6,525+63.9%AddedHistory
AXPAmerican Express CoStock27,510$3.71M0.6%+1,303+5.0%AddedHistory
DARDarling Ingredients Inc.COM56,824$3.76M0.6%+14,178+33.2%AddedHistory
GMGeneral Motors CoCOM122,336$3.92M0.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock27,596$3.97M0.7%−2,582−8.6%ReducedHistory
ITRIItron, Inc.COM94,665$3.99M0.7%+9,519+11.2%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN55,907$4.04M0.7%+7,123+14.6%AddedHistory
ADBEAdobe Inc.Stock14,907$4.10M0.7%−13,051−46.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW21,980$4.12M0.7%−6,025−21.5%ReducedHistory
ELEstee Lauder Companies IncCL A19,379$4.18M0.7%−7,298−27.4%ReducedHistory
SYKStryker CorpStock20,823$4.22M0.7%−364−1.7%ReducedHistory
CLColgate Palmolive CoStock61,154$4.30M0.7%−12,458−16.9%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM48,900$4.44M0.7%+18,288+59.7%AddedHistory
VVisa Inc.Stock26,908$4.78M0.8%−18,721−41.0%ReducedHistory
NEENextera Energy IncStock61,773$4.84M0.8%−49,460−44.5%ReducedHistory
PLUGPlug Power IncStock230,539$4.84M0.8%+29,311+14.6%AddedHistory
TSLATesla, Inc.Stock19,415$5.15M0.9%00.0%UnchangedConverted for a 3-for-1 splitHistory
AGCOAGCO CorpCOM60,768$5.84M1.0%+18,143+42.6%AddedHistory
NVDANVIDIA CorpStock51,355$6.23M1.0%−22,431−30.4%ReducedHistory
ENPHEnphase Energy, Inc.Stock22,769$6.32M1.1%−9,076−28.5%ReducedHistory
MAMastercard IncStock22,463$6.39M1.1%−30,976−58.0%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock52,723$6.86M1.2%−17,062−24.4%ReducedHistory
UNPUnion Pacific CorpStock37,142$7.24M1.2%−2,149−5.5%ReducedHistory
WMWaste Management IncStock50,866$8.15M1.4%−8,130−13.8%ReducedHistory
LLYEli Lilly & CoStock27,790$8.98M1.5%−16,596−37.4%ReducedHistory
MSFTMicrosoft CorpStock50,794$11.8M2.0%−31,751−38.5%ReducedHistory
GIBCgi IncCL A259,733$19.7M3.3%+2,390+0.9%AddedHistory
RUNSunrun Inc.COM2,061,002$56.9M9.6%+7,134+0.3%AddedHistory
ECLEcolab Inc.Stock577,229$83.4M14.0%−36,237−5.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock292,035$148.1M24.9%−30,514−9.5%ReducedHistory

Sold out since Q2 2022 (25)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Mirova sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
ROPRoper Technologies IncStock11,938$4.71M0.7%History
HIGHartford Insurance Group, Inc.Stock55,784$3.65M0.5%History
BALLBALL CorpCOM34,449$2.37M0.3%History
WTSWatts Water Technologies IncCL A12,196$1.50M0.2%History
QCOMQualcomm IncStock10,555$1.35M0.2%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,889$971.0K0.1%History
DVADavita Inc.COM11,013$880.0K0.1%History
MOHMolina Healthcare, Inc.COM3,049$852.0K0.1%History
TRIThomson Reuters CorpCOM NEW5,814$604.0K0.1%History
HOLXHologic IncCOM8,653$599.0K0.1%History
LRCXLam Research CorpCOM1,372$584.0K0.1%History
MELIMercadolibre IncCOM902$574.0K0.1%History
SEESealed Air CorpCOM8,161$471.0K0.1%History
TXNTexas Instruments IncStock2,812$432.0K0.1%History
SBUXStarbucks CorpStock5,468$417.0K0.1%History
TFXTeleflex IncCOM1,504$369.0K0.1%History
WMSAdvanced Drainage Systems, Inc.COM4,000$360.0K0.1%History
ICEIntercontinental Exchange, Inc.Stock3,256$306.0K<0.1%History
DNMRDanimer Scientific, Inc.COM CL A50,000$227.0K<0.1%History
COFCapital One Financial CorpStock1,909$198.0K<0.1%History
UPSUnited Parcel Service IncStock1,035$188.0K<0.1%History
ILMNIllumina, Inc.COM967$178.0K<0.1%History
GISGeneral Mills IncStock1,389$104.0K<0.1%History
MMM3M CoStock792$102.0K<0.1%History
WBDWarner Bros. Discovery, Inc.Stock2,364$31.0K<0.1%History