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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
181
+10 vs. Q3 2022
Portfolio value
$638.8M
+$44.4M (+7.5%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Mirova in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock281,287$154.9M24.3%−10,748−3.7%ReducedHistory
ECLEcolab Inc.Stock584,443$85.1M13.3%+7,214+1.2%AddedHistory
RUNSunrun Inc.COM1,998,707$48.0M7.5%−62,295−3.0%ReducedHistory
GIBCgi IncCL A259,733$22.4M3.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock55,311$13.3M2.1%+4,517+8.9%AddedHistory
AGCOAGCO CorpCOM78,630$10.9M1.7%+17,862+29.4%AddedHistory
LLYEli Lilly & CoStock28,794$10.5M1.6%+1,004+3.6%AddedHistory
WMWaste Management IncStock58,247$9.14M1.4%+7,381+14.5%AddedHistory
AWKAmerican Water Works Company, Inc.Stock56,391$8.60M1.3%+3,668+7.0%AddedHistory
UNPUnion Pacific CorpStock38,330$7.94M1.2%+1,188+3.2%AddedHistory
NVDANVIDIA CorpStock53,080$7.76M1.2%+1,725+3.4%AddedHistory
IFFInternational Flavors & Fragrances IncCOM62,077$6.51M1.0%+13,177+26.9%AddedHistory
CLColgate Palmolive CoStock75,254$5.93M0.9%+14,100+23.1%AddedHistory
VVisa Inc.Stock27,691$5.75M0.9%+783+2.9%AddedHistory
NEENextera Energy IncStock67,637$5.65M0.9%+5,864+9.5%AddedHistory
ELEstee Lauder Companies IncCL A21,300$5.28M0.8%+1,921+9.9%AddedHistory
ADBEAdobe Inc.Stock15,598$5.25M0.8%+691+4.6%AddedHistory
MAMastercard IncStock14,890$5.18M0.8%−7,573−33.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW19,456$5.16M0.8%−2,524−11.5%ReducedHistory
SYKStryker CorpStock21,112$5.16M0.8%+289+1.4%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN67,533$4.73M0.7%+11,626+20.8%AddedHistory
ENPHEnphase Energy, Inc.Stock17,773$4.71M0.7%−4,996−21.9%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A182,560$4.50M0.7%+27,596+17.8%AddedHistory
GMGeneral Motors CoCOM133,022$4.47M0.7%+10,686+8.7%AddedHistory
PGProcter & Gamble CoStock29,333$4.45M0.7%+740+2.6%AddedHistory
AXPAmerican Express CoStock29,020$4.29M0.7%+1,510+5.5%AddedHistory
FLNCFluence Energy, Inc.COM CL A246,528$4.23M0.7%+350+0.1%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM140,486$4.07M0.6%+57,348+69.0%AddedHistory
DARDarling Ingredients Inc.COM64,285$4.02M0.6%+7,461+13.1%AddedHistory
ADSKAutodesk, Inc.COM20,604$3.85M0.6%+6,799+49.3%AddedHistory
PLUGPlug Power IncStock309,149$3.82M0.6%+78,610+34.1%AddedHistory
ANSSAnsys IncCOM15,787$3.81M0.6%−947−5.7%ReducedHistory
ITRIItron, Inc.COM73,423$3.72M0.6%−21,242−22.4%ReducedHistory
CRMSalesforce, Inc.Stock28,028$3.72M0.6%+432+1.6%AddedHistory
ESEversource EnergyStock42,621$3.57M0.6%+18,328+75.4%AddedHistory
NOVASunnova Energy International Inc.COM197,833$3.56M0.6%+42,752+27.6%AddedHistory
GDDYGoDaddy Inc.CL A47,312$3.54M0.6%−310−0.7%ReducedHistory
TRMBTrimble Inc.COM67,633$3.42M0.5%+22,500+49.9%AddedHistory
BMYBristol Myers Squibb CoStock45,587$3.28M0.5%+10,854+31.2%AddedHistory
ORCLOracle CorpStock39,956$3.27M0.5%+9,597+31.6%AddedHistory
PRUPrudential Financial IncStock31,905$3.17M0.5%+1,019+3.3%AddedHistory
HDHome Depot, Inc.Stock9,880$3.12M0.5%+2,370+31.6%AddedHistory
XYLXylem Inc.COM27,024$2.99M0.5%+2,073+8.3%AddedHistory
SPLKSplunk IncCOM32,693$2.81M0.4%+2,423+8.0%AddedHistory
TTEKTetra Tech IncCOM19,380$2.81M0.4%+3,000+18.3%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM43,349$2.74M0.4%+2,379+5.8%AddedHistory
BSYBentley Systems IncCOM CL B70,000$2.59M0.4%+10,000+16.7%AddedHistory
SPGIS&P Global Inc.Stock7,663$2.57M0.4%+1,293+20.3%AddedHistory
SEDGSolaredge Technologies, Inc.COM8,606$2.44M0.4%+700+8.9%AddedHistory
CMCSAComcast CorpStock69,042$2.41M0.4%+15,491+28.9%AddedHistory
WDAYWorkday, Inc.CL A14,317$2.40M0.4%+268+1.9%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM16,213$2.36M0.4%+514+3.3%AddedHistory
ABTAbbott LaboratoriesStock21,483$2.36M0.4%+5,579+35.1%AddedHistory
CSXCSX CorpStock75,524$2.34M0.4%+57,149+311.0%AddedHistory
NSCNorfolk Southern CorpStock9,316$2.30M0.4%+1,016+12.2%AddedHistory
FSLRFirst Solar, Inc.Stock15,000$2.25M0.4%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A115,076$2.20M0.3%+40,000+53.3%AddedHistory
MCOMoodys CorpStock7,609$2.12M0.3%+1,278+20.2%AddedHistory
ELVElevance Health, Inc.Stock4,085$2.10M0.3%+799+24.3%AddedHistory
LULUlululemon athletica inc.Stock6,518$2.09M0.3%−1,292−16.5%ReducedHistory
HAINHain Celestial Group IncCOM128,000$2.07M0.3%+28,000+28.0%AddedHistory
AVBAvalonbay Communities IncCOM12,711$2.05M0.3%+724+6.0%AddedHistory
EBAYeBay IncCOM49,345$2.05M0.3%+10,294+26.4%AddedHistory
EIXEdison InternationalStock31,990$2.04M0.3%+14,948+87.7%AddedHistory
KMBKimberly Clark CorpStock14,339$1.95M0.3%+2,682+23.0%AddedHistory
MASMasco CorpCOM41,474$1.94M0.3%+41,474NewHistory
IEXIdex CorpCOM8,400$1.92M0.3%−1,800−17.6%ReducedHistory
ARRYArray Technologies, Inc.COM SHS98,000$1.89M0.3%−109,896−52.9%ReducedHistory
WOLFWolfspeed, Inc.Stock27,135$1.87M0.3%+2,000+8.0%AddedHistory
ALLYAlly Financial Inc.Stock73,669$1.80M0.3%+1,375+1.9%AddedHistory
BKNGBooking Holdings Inc.Stock884$1.78M0.3%+285+47.6%AddedHistory
ABBVAbbVie Inc.Stock11,016$1.78M0.3%+1,155+11.7%AddedHistory
LOWLowes Companies IncStock8,878$1.77M0.3%+1,842+26.2%AddedHistory
CICigna GroupStock5,338$1.77M0.3%+958+21.9%AddedHistory
PFEPfizer IncStock34,426$1.76M0.3%+3,229+10.4%AddedHistory
MRKMerck & Co., Inc.Stock15,684$1.74M0.3%+1,604+11.4%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG62,500$1.72M0.3%+4,000+6.8%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A160,494$1.53M0.2%+28,246+21.4%AddedHistory
AMRCAmeresco, Inc.CL A25,200$1.44M0.2%+8,200+48.2%AddedHistory
VFCV F CorpStock41,399$1.14M0.2%+37,366+926.5%AddedHistory
AMDAdvanced Micro Devices IncStock16,830$1.09M0.2%+3,455+25.8%AddedHistory
HUMHumana IncStock2,116$1.08M0.2%+377+21.7%AddedHistory
PLDPrologis, Inc.REIT9,336$1.05M0.2%+2,990+47.1%AddedHistory
NKENIKE, Inc.Stock8,744$1.02M0.2%−7,353−45.7%ReducedHistory
USBUS Bancorp DECOM NEW23,266$1.01M0.2%+7,223+45.0%AddedHistory
BIIBBiogen Inc.COM3,662$1.01M0.2%+695+23.4%AddedHistory
BXPBXP, Inc.COM14,892$1.01M0.2%+9,278+165.3%AddedHistory
NOWServiceNow, Inc.Stock2,525$980.4K0.2%+25+1.0%AddedHistory
HCAHCA Healthcare, Inc.COM4,076$978.1K0.2%+791+24.1%AddedHistory
KRKroger CoStock21,850$974.1K0.2%+11,037+102.1%AddedHistory
AMTAmerican Tower CorpREIT4,579$970.1K0.2%+727+18.9%AddedHistory
NFLXNetflix IncStock3,264$962.5K0.2%−3,970−54.9%ReducedHistory
TFCTruist Financial CorpCOM21,672$932.5K0.1%+6,402+41.9%AddedHistory
HNSTHonest Company, Inc.COM307,716$926.2K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock3,420$898.2K0.1%+389+12.8%AddedHistory
DHRDanaher CorpStock3,317$880.4K0.1%+472+16.6%AddedHistory
CHTRCharter Communications, Inc.CL A2,409$816.9K0.1%−114−4.5%ReducedHistory
CNCCentene CorpStock9,905$812.3K0.1%+1,858+23.1%AddedHistory
WELLWelltower Inc.REIT12,263$803.8K0.1%−14,784−54.7%ReducedHistory
MNTVMomentive Global Inc.COM112,800$789.6K0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (19)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Mirova sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TSLATesla, Inc.Stock19,415$5.15M0.9%History
Farfetch Ltd30744W107ORD SH CL A195,771$1.46M0.2%–
TWTRTwitter, Inc.COM27,911$1.22M0.2%History
BLDPBallard Power Systems Inc.COM95,747$589.0K0.1%History
OTLYOatly Group ABSPONSORED ADS213,085$560.0K0.1%History
UNHUnitedHealth Group IncStock897$453.0K0.1%History
NWSANews CorpCL A17,789$268.0K<0.1%History
RMDResmed IncCOM1,215$265.0K<0.1%History
TAT&T Inc.Stock15,820$242.0K<0.1%History
SIVBSVB Financial GroupCOM652$218.0K<0.1%History
KEYSKeysight Technologies, Inc.Stock1,245$195.0K<0.1%History
DLRDigital Realty Trust, Inc.COM1,905$188.0K<0.1%History
TSCOTractor Supply CoCOM992$184.0K<0.1%History
ULTAUlta Beauty, Inc.Stock457$183.0K<0.1%History
NWSNews CorpCL B11,855$182.0K<0.1%History
CTXSCitrix Systems IncCOM1,695$176.0K<0.1%History
Signature BK New York N Y82669G104COM971$146.0K<0.1%–
IBMInternational Business Machines CorpStock1,151$136.0K<0.1%History
DDominion Energy, IncStock1,593$110.0K<0.1%History