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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
164
−17 vs. Q4 2022
Portfolio value
$693.3M
+$54.6M (+8.5%) vs. Q4 2022
Filed
May 12, 2023
SEC
Holdings of Mirova in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock266,480$153.6M22.2%−14,807−5.3%ReducedHistory
ECLEcolab Inc.Stock410,201$67.9M9.8%−174,242−29.8%ReducedHistory
ENPHEnphase Energy, Inc.Stock231,109$48.6M7.0%+213,336+1,200.3%AddedHistory
RUNSunrun Inc.COM2,088,248$42.1M6.1%+89,541+4.5%AddedHistory
ACNAccenture plcStock111,925$32.0M4.6%+111,925NewHistory
GIBCgi IncCL A274,698$26.4M3.8%+14,965+5.8%AddedHistory
MSFTMicrosoft CorpStock56,689$16.3M2.4%+1,378+2.5%AddedHistory
NVDANVIDIA CorpStock44,698$12.4M1.8%−8,382−15.8%ReducedHistory
AGCOAGCO CorpCOM78,342$10.6M1.5%−288−0.4%ReducedHistory
LLYEli Lilly & CoStock28,898$9.92M1.4%+104+0.4%AddedHistory
WMWaste Management IncStock58,682$9.58M1.4%+435+0.7%AddedHistory
AWKAmerican Water Works Company, Inc.Stock61,779$9.05M1.3%+5,388+9.6%AddedHistory
VVisa Inc.Stock38,602$8.70M1.3%+10,911+39.4%AddedHistory
UNPUnion Pacific CorpStock39,020$7.85M1.1%+690+1.8%AddedHistory
PGProcter & Gamble CoStock49,490$7.36M1.1%+20,157+68.7%AddedHistory
IFFInternational Flavors & Fragrances IncCOM77,262$7.11M1.0%+15,185+24.5%AddedHistory
NEENextera Energy IncStock85,905$6.62M1.0%+18,268+27.0%AddedHistory
AXPAmerican Express CoStock39,781$6.56M0.9%+10,761+37.1%AddedHistory
ADBEAdobe Inc.Stock15,492$5.97M0.9%−106−0.7%ReducedHistory
SYKStryker CorpStock20,193$5.76M0.8%−919−4.4%ReducedHistory
MAMastercard IncStock14,987$5.45M0.8%+97+0.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW21,130$5.40M0.8%+1,674+8.6%AddedHistory
CLColgate Palmolive CoStock69,895$5.25M0.8%−5,359−7.1%ReducedHistory
CRMSalesforce, Inc.Stock26,212$5.24M0.8%−1,816−6.5%ReducedHistory
ELEstee Lauder Companies IncCL A21,158$5.21M0.8%−142−0.7%ReducedHistory
GMGeneral Motors CoCOM133,022$4.88M0.7%00.0%UnchangedHistory
ANSSAnsys IncCOM13,249$4.41M0.6%−2,538−16.1%ReducedHistory
DARDarling Ingredients Inc.COM72,965$4.26M0.6%+8,680+13.5%AddedHistory
EBAYeBay IncCOM89,682$3.98M0.6%+40,337+81.7%AddedHistory
TRMBTrimble Inc.COM75,117$3.94M0.6%+7,484+11.1%AddedHistory
LKQLKQ CorpCOM64,861$3.68M0.5%+64,861NewHistory
GDDYGoDaddy Inc.CL A47,312$3.68M0.5%00.0%UnchangedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN59,303$3.60M0.5%−8,230−12.2%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM120,195$3.44M0.5%−20,291−14.4%ReducedHistory
LULUlululemon athletica inc.Stock9,351$3.41M0.5%+2,833+43.5%AddedHistory
WDAYWorkday, Inc.CL A15,907$3.29M0.5%+1,590+11.1%AddedHistory
NOVASunnova Energy International Inc.COM209,464$3.27M0.5%+11,631+5.9%AddedHistory
XYLXylem Inc.COM30,584$3.20M0.5%+3,560+13.2%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG90,035$3.15M0.5%+27,535+44.1%AddedHistory
ESEversource EnergyStock39,109$3.06M0.4%−3,512−8.2%ReducedHistory
NOWServiceNow, Inc.Stock6,430$2.99M0.4%+3,905+154.7%AddedHistory
PLUGPlug Power IncStock253,484$2.97M0.4%−55,665−18.0%ReducedHistory
Cyberark Software LtdM2682V108SHS19,637$2.91M0.4%+19,637New–
SPLKSplunk IncCOM30,145$2.89M0.4%−2,548−7.8%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A126,270$2.88M0.4%−56,290−30.8%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM37,039$2.85M0.4%−6,310−14.6%ReducedHistory
FLNCFluence Energy, Inc.COM CL A140,182$2.84M0.4%−106,346−43.1%ReducedHistory
FSLRFirst Solar, Inc.Stock12,923$2.81M0.4%−2,077−13.8%ReducedHistory
TTEKTetra Tech IncCOM17,788$2.61M0.4%−1,592−8.2%ReducedHistory
BSYBentley Systems IncCOM CL B59,641$2.56M0.4%−10,359−14.8%ReducedHistory
ADSKAutodesk, Inc.COM11,992$2.50M0.4%−8,612−41.8%ReducedHistory
LINLinde PLCStock6,766$2.40M0.3%+6,766NewHistory
IEXIdex CorpCOM10,193$2.35M0.3%+1,793+21.3%AddedHistory
WOLFWolfspeed, Inc.Stock32,996$2.14M0.3%+5,861+21.6%AddedHistory
ARRYArray Technologies, Inc.COM SHS97,496$2.13M0.3%−504−0.5%ReducedHistory
CMGChipotle Mexican Grill IncCOM1,213$2.07M0.3%+983+427.4%AddedHistory
ABTAbbott LaboratoriesStock20,362$2.06M0.3%−1,121−5.2%ReducedHistory
CSXCSX CorpStock68,268$2.04M0.3%−7,256−9.6%ReducedHistory
EIXEdison InternationalStock27,357$1.93M0.3%−4,633−14.5%ReducedHistory
APTVAptiv PLCSHS16,912$1.90M0.3%+16,912NewHistory
NSCNorfolk Southern CorpStock8,844$1.87M0.3%−472−5.1%ReducedHistory
PRUPrudential Financial IncStock22,364$1.85M0.3%−9,541−29.9%ReducedHistory
ORCLOracle CorpStock19,574$1.82M0.3%−20,382−51.0%ReducedHistory
AVBAvalonbay Communities IncCOM10,527$1.77M0.3%−2,184−17.2%ReducedHistory
BMYBristol Myers Squibb CoStock25,283$1.75M0.3%−20,304−44.5%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A166,997$1.75M0.3%+6,503+4.1%AddedHistory
BALLBALL CorpCOM31,583$1.74M0.3%+31,583NewHistory
ABBVAbbVie Inc.Stock10,787$1.72M0.2%−229−2.1%ReducedHistory
VZVerizon Communications IncStock43,399$1.69M0.2%+34,085+366.0%AddedHistory
BEBloom Energy CorpCOM CL A84,638$1.69M0.2%−30,438−26.5%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock16,414$1.66M0.2%+16,414NewHistory
MRKMerck & Co., Inc.Stock15,478$1.65M0.2%−206−1.3%ReducedHistory
PKGPackaging Corp of AmericaStock11,790$1.64M0.2%+11,790NewHistory
MASMasco CorpCOM31,520$1.57M0.2%−9,954−24.0%ReducedHistory
AMRCAmeresco, Inc.CL A31,071$1.53M0.2%+5,871+23.3%AddedHistory
OMCOmnicom Group Inc.COM15,908$1.50M0.2%+10,962+221.6%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM11,782$1.48M0.2%−4,431−27.3%ReducedHistory
HAINHain Celestial Group IncCOM85,824$1.47M0.2%−42,176−33.0%ReducedHistory
IPInternational Paper CoCOM40,428$1.46M0.2%+40,428NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock8,543$1.42M0.2%+6,254+273.2%AddedHistory
PFEPfizer IncStock34,191$1.39M0.2%−235−0.7%ReducedHistory
WRKWestRock CoCOM42,839$1.31M0.2%+33,839+376.0%AddedHistory
ELVElevance Health, Inc.Stock2,585$1.19M0.2%−1,500−36.7%ReducedHistory
ITRIItron, Inc.COM19,490$1.08M0.2%−53,933−73.5%ReducedHistory
DHRDanaher CorpStock4,113$1.04M0.1%+796+24.0%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,221$1.00M0.1%+663+118.8%AddedHistory
MPMP Materials Corp.COM CL A32,235$908.7K0.1%−165−0.5%ReducedHistory
SEDGSolaredge Technologies, Inc.COM2,892$879.0K0.1%−5,714−66.4%ReducedHistory
CICigna GroupStock3,434$877.5K0.1%−1,904−35.7%ReducedHistory
PEGPublic Service Enterprise Group IncCOM14,043$877.0K0.1%+9,553+212.8%AddedHistory
WELLWelltower Inc.REIT12,070$865.3K0.1%−193−1.6%ReducedHistory
AMGNAmgen IncStock3,343$808.2K0.1%−77−2.3%ReducedHistory
Shaw Communications Inc82028K200CL B CONV23,584$704.7K0.1%+23,584New–
HUMHumana IncStock1,418$688.4K0.1%−698−33.0%ReducedHistory
HCAHCA Healthcare, Inc.COM2,571$677.9K0.1%−1,505−36.9%ReducedHistory
GISGeneral Mills IncStock7,775$664.5K0.1%+4,275+122.1%AddedHistory
MRNAModerna, Inc.Stock4,271$655.9K0.1%+2,488+139.5%AddedHistory
NEONeogenomics IncCOM NEW36,731$639.5K0.1%−40,876−52.7%ReducedHistory
EWEdwards Lifesciences CorpStock7,656$633.4K0.1%+4,792+167.3%AddedHistory
AFLAflac IncStock9,782$631.1K0.1%+4,338+79.7%AddedHistory

Sold out since Q4 2022 (57)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Mirova sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
HDHome Depot, Inc.Stock9,880$3.12M0.5%History
SPGIS&P Global Inc.Stock7,663$2.57M0.4%History
CMCSAComcast CorpStock69,042$2.41M0.4%History
MCOMoodys CorpStock7,609$2.12M0.3%History
KMBKimberly Clark CorpStock14,339$1.95M0.3%History
ALLYAlly Financial Inc.Stock73,669$1.80M0.3%History
BKNGBooking Holdings Inc.Stock884$1.78M0.3%History
LOWLowes Companies IncStock8,878$1.77M0.3%History
VFCV F CorpStock41,399$1.14M0.2%History
AMDAdvanced Micro Devices IncStock16,830$1.09M0.2%History
NKENIKE, Inc.Stock8,744$1.02M0.2%History
USBUS Bancorp DECOM NEW23,266$1.01M0.2%History
KRKroger CoStock21,850$974.1K0.2%History
NFLXNetflix IncStock3,264$962.5K0.2%History
TFCTruist Financial CorpCOM21,672$932.5K0.1%History
HNSTHonest Company, Inc.COM307,716$926.2K0.1%History
CHTRCharter Communications, Inc.CL A2,409$816.9K0.1%History
MNTVMomentive Global Inc.COM112,800$789.6K0.1%History
VMWVmware LLCCL A COM5,792$711.0K0.1%History
EAElectronic Arts Inc.COM5,754$703.0K0.1%History
AZOAutoZone IncCOM278$685.6K0.1%History
ITWIllinois Tool Works IncStock2,880$634.5K0.1%History
GENGen Digital Inc.Stock29,275$627.4K0.1%History
CCICrown Castle Inc.REIT4,620$626.7K0.1%History
MUMicron Technology IncStock11,233$561.4K0.1%History
VRSKVerisk Analytics, Inc.COM3,129$552.0K0.1%History
MTBM&T Bank CorpCOM3,127$453.6K0.1%History
SCHWSchwab Charles CorpStock5,394$449.1K0.1%History
SYYSysco CorpStock5,308$405.8K0.1%History
MSMorgan StanleyStock4,735$402.6K0.1%History
FITBFifth Third BancorpCOM12,162$399.0K0.1%History
EXPEExpedia Group, Inc.Stock4,325$378.9K0.1%History
BCEBce IncCOM NEW8,407$369.5K0.1%History
HBANHuntington Bancshares IncCOM25,083$353.7K0.1%History
IPGInterpublic Group of Companies, Inc.COM10,079$335.7K0.1%History
RFRegions Financial CorpCOM15,251$328.8K0.1%History
CFGCitizens Financial Group IncCOM8,120$319.7K0.1%History
GPCGenuine Parts CoStock1,651$286.5K<0.1%History
KEYKeycorpCOM16,168$281.6K<0.1%History
ROKRockwell Automation, IncStock1,057$272.3K<0.1%History
AVGOBroadcom Inc.Stock464$259.4K<0.1%History
COFCapital One Financial CorpStock2,790$259.4K<0.1%History
KDPKeurig Dr Pepper Inc.COM7,111$253.6K<0.1%History
PPGPPG Industries IncStock1,902$239.2K<0.1%History
CSCOCisco Systems, Inc.Stock4,736$225.6K<0.1%History
BNYBank of New York Mellon CorpStock4,801$218.5K<0.1%History
HPQHP IncStock7,972$214.2K<0.1%History
STTState Street CorpCOM2,589$200.8K<0.1%History
CMAComerica IncCOM2,995$200.2K<0.1%History
GWWW.W. Grainger, Inc.Stock358$199.1K<0.1%History
BMRNBiomarin Pharmaceutical IncCOM1,846$191.0K<0.1%History
BLKBlackRock, Inc.COM245$173.6K<0.1%History
TGTTarget CorpStock1,128$168.1K<0.1%History
EQIXEquinix IncCOM194$127.1K<0.1%History
CMECME Group Inc.COM588$98.9K<0.1%History
KKellanovaStock1,000$71.2K<0.1%History
LOOPLoop Industries, Inc.COM10,000$23.9K<0.1%History