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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
AVBAvalonbay Communities IncCOM10,527$1.77M0.3%−2,184−17.2%ReducedHistory
ORCLOracle CorpStock19,574$1.82M0.3%−20,382−51.0%ReducedHistory
PRUPrudential Financial IncStock22,364$1.85M0.3%−9,541−29.9%ReducedHistory
NSCNorfolk Southern CorpStock8,844$1.87M0.3%−472−5.1%ReducedHistory
APTVAptiv PLCSHS16,912$1.90M0.3%+16,912NewHistory
EIXEdison InternationalStock27,357$1.93M0.3%−4,633−14.5%ReducedHistory
CSXCSX CorpStock68,268$2.04M0.3%−7,256−9.6%ReducedHistory
ABTAbbott LaboratoriesStock20,362$2.06M0.3%−1,121−5.2%ReducedHistory
CMGChipotle Mexican Grill IncCOM1,213$2.07M0.3%+983+427.4%AddedHistory
ARRYArray Technologies, Inc.COM SHS97,496$2.13M0.3%−504−0.5%ReducedHistory
WOLFWolfspeed, Inc.Stock32,996$2.14M0.3%+5,861+21.6%AddedHistory
IEXIdex CorpCOM10,193$2.35M0.3%+1,793+21.3%AddedHistory
LINLinde PLCStock6,766$2.40M0.3%+6,766NewHistory
ADSKAutodesk, Inc.COM11,992$2.50M0.4%−8,612−41.8%ReducedHistory
BSYBentley Systems IncCOM CL B59,641$2.56M0.4%−10,359−14.8%ReducedHistory
TTEKTetra Tech IncCOM17,788$2.61M0.4%−1,592−8.2%ReducedHistory
FSLRFirst Solar, Inc.Stock12,923$2.81M0.4%−2,077−13.8%ReducedHistory
FLNCFluence Energy, Inc.COM CL A140,182$2.84M0.4%−106,346−43.1%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM37,039$2.85M0.4%−6,310−14.6%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A126,270$2.88M0.4%−56,290−30.8%ReducedHistory
SPLKSplunk IncCOM30,145$2.89M0.4%−2,548−7.8%ReducedHistory
Cyberark Software LtdM2682V108SHS19,637$2.91M0.4%+19,637New–
PLUGPlug Power IncStock253,484$2.97M0.4%−55,665−18.0%ReducedHistory
NOWServiceNow, Inc.Stock6,430$2.99M0.4%+3,905+154.7%AddedHistory
ESEversource EnergyStock39,109$3.06M0.4%−3,512−8.2%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG90,035$3.15M0.5%+27,535+44.1%AddedHistory
XYLXylem Inc.COM30,584$3.20M0.5%+3,560+13.2%AddedHistory
NOVASunnova Energy International Inc.COM209,464$3.27M0.5%+11,631+5.9%AddedHistory
WDAYWorkday, Inc.CL A15,907$3.29M0.5%+1,590+11.1%AddedHistory
LULUlululemon athletica inc.Stock9,351$3.41M0.5%+2,833+43.5%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM120,195$3.44M0.5%−20,291−14.4%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN59,303$3.60M0.5%−8,230−12.2%ReducedHistory
GDDYGoDaddy Inc.CL A47,312$3.68M0.5%00.0%UnchangedHistory
LKQLKQ CorpCOM64,861$3.68M0.5%+64,861NewHistory
TRMBTrimble Inc.COM75,117$3.94M0.6%+7,484+11.1%AddedHistory
EBAYeBay IncCOM89,682$3.98M0.6%+40,337+81.7%AddedHistory
DARDarling Ingredients Inc.COM72,965$4.26M0.6%+8,680+13.5%AddedHistory
ANSSAnsys IncCOM13,249$4.41M0.6%−2,538−16.1%ReducedHistory
GMGeneral Motors CoCOM133,022$4.88M0.7%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A21,158$5.21M0.8%−142−0.7%ReducedHistory
CRMSalesforce, Inc.Stock26,212$5.24M0.8%−1,816−6.5%ReducedHistory
CLColgate Palmolive CoStock69,895$5.25M0.8%−5,359−7.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW21,130$5.40M0.8%+1,674+8.6%AddedHistory
MAMastercard IncStock14,987$5.45M0.8%+97+0.7%AddedHistory
SYKStryker CorpStock20,193$5.76M0.8%−919−4.4%ReducedHistory
ADBEAdobe Inc.Stock15,492$5.97M0.9%−106−0.7%ReducedHistory
AXPAmerican Express CoStock39,781$6.56M0.9%+10,761+37.1%AddedHistory
NEENextera Energy IncStock85,905$6.62M1.0%+18,268+27.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM77,262$7.11M1.0%+15,185+24.5%AddedHistory
PGProcter & Gamble CoStock49,490$7.36M1.1%+20,157+68.7%AddedHistory
UNPUnion Pacific CorpStock39,020$7.85M1.1%+690+1.8%AddedHistory
VVisa Inc.Stock38,602$8.70M1.3%+10,911+39.4%AddedHistory
AWKAmerican Water Works Company, Inc.Stock61,779$9.05M1.3%+5,388+9.6%AddedHistory
WMWaste Management IncStock58,682$9.58M1.4%+435+0.7%AddedHistory
LLYEli Lilly & CoStock28,898$9.92M1.4%+104+0.4%AddedHistory
AGCOAGCO CorpCOM78,342$10.6M1.5%−288−0.4%ReducedHistory
NVDANVIDIA CorpStock44,698$12.4M1.8%−8,382−15.8%ReducedHistory
MSFTMicrosoft CorpStock56,689$16.3M2.4%+1,378+2.5%AddedHistory
GIBCgi IncCL A274,698$26.4M3.8%+14,965+5.8%AddedHistory
ACNAccenture plcStock111,925$32.0M4.6%+111,925NewHistory
RUNSunrun Inc.COM2,088,248$42.1M6.1%+89,541+4.5%AddedHistory
ENPHEnphase Energy, Inc.Stock231,109$48.6M7.0%+213,336+1,200.3%AddedHistory
ECLEcolab Inc.Stock410,201$67.9M9.8%−174,242−29.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock266,480$153.6M22.2%−14,807−5.3%ReducedHistory

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