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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
AAgilent Technologies, Inc.COM4,483$620.2K0.1%+888+24.7%AddedHistory
PLDPrologis, Inc.REIT4,876$608.4K0.1%−4,460−47.8%ReducedHistory
RCIRogers Communications IncCL B12,801$592.5K0.1%+12,801NewHistory
EQHEquitable Holdings, Inc.COM22,112$561.4K0.1%+22,112NewHistory
GPKGraphic Packaging Holding CoCOM21,990$560.5K0.1%+3,990+22.2%AddedHistory
DXCMDexcom IncCOM4,678$543.5K0.1%+2,792+148.0%AddedHistory
AMTAmerican Tower CorpREIT2,650$541.5K0.1%−1,929−42.1%ReducedHistory
AQUAEvoqua Water Technologies Corp.COM10,451$519.6K0.1%+3,451+49.3%AddedHistory
CCKCrown Holdings, Inc.COM6,268$518.4K0.1%+2,968+89.9%AddedHistory
GILDGilead Sciences, Inc.Stock5,779$479.5K0.1%+5,779NewHistory
PNRPENTAIR plcSHS8,591$474.8K0.1%+8,591NewHistory
FTNTFortinet, Inc.Stock7,140$474.5K0.1%−1,164−14.0%ReducedHistory
BIIBBiogen Inc.COM1,691$470.1K0.1%−1,971−53.8%ReducedHistory
BDXBecton Dickinson & CoStock1,806$447.1K0.1%+476+35.8%AddedHistory
LUMNLumen Technologies, Inc.Stock166,079$440.1K0.1%+166,079NewHistory
BSXBoston Scientific CorpStock8,700$435.3K0.1%+8,700NewHistory
ROPRoper Technologies IncStock982$432.8K0.1%+982NewHistory
CNCCentene CorpStock6,726$425.1K0.1%−3,179−32.1%ReducedHistory
CNICanadian National Railway CoStock3,496$412.4K0.1%+2,152+160.1%AddedHistory
SLFSun Life Financial IncCOM8,692$405.5K0.1%−3,299−27.5%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM5,213$401.1K0.1%+3,292+171.4%AddedHistory
TUTelus CorpCOM20,020$396.9K0.1%−3,538−15.0%ReducedHistory
RMDResmed IncCOM1,741$381.3K0.1%+1,741NewHistory
ESSEssex Property Trust, Inc.COM1,468$307.0K<0.1%−994−40.4%ReducedHistory
SXTSensient Technologies CorpCOM4,008$306.9K<0.1%+1,408+54.2%AddedHistory
SRESempraStock1,925$291.0K<0.1%−1,406−42.2%ReducedHistory
EMNEastman Chemical CoStock2,710$228.6K<0.1%+410+17.8%AddedHistory
BXPBXP, Inc.COM3,652$197.6K<0.1%−11,240−75.5%ReducedHistory
STKLSunOpta Inc.COM24,938$192.0K<0.1%+8,938+55.9%AddedHistory
ILMNIllumina, Inc.COM754$175.3K<0.1%+754NewHistory
UNFIUnited Natural Foods IncCOM6,626$174.6K<0.1%+926+16.2%AddedHistory
STESTERIS plcSHS USD880$168.3K<0.1%+880NewHistory
HOLXHologic IncCOM2,048$165.3K<0.1%−516−20.1%ReducedHistory
IQVIQVIA Holdings Inc.Stock830$165.1K<0.1%−145−14.9%ReducedHistory
PAYCPaycom Software, Inc.Stock535$162.6K<0.1%−98−15.5%ReducedHistory
MTDMettler Toledo International IncCOM106$162.2K<0.1%+106NewHistory
AOSSmith A O CorpCOM2,241$155.0K<0.1%+2,241NewHistory
LHLabcorp Holdings Inc.COM NEW621$142.5K<0.1%+621NewHistory
HPEHewlett Packard Enterprise CoCOM8,690$138.4K<0.1%+8,690NewHistory
WYWeyerhaeuser CoCOM NEW4,593$138.4K<0.1%−1,789−28.0%ReducedHistory
BAXBaxter International IncStock3,397$137.8K<0.1%+3,397NewHistory
MFCManulife Financial CorpCOM7,241$132.7K<0.1%+7,241NewHistory
GLGlobe Life Inc.COM1,171$128.8K<0.1%+1,171NewHistory
RVTYRevvity, Inc.COM956$127.4K<0.1%−1,162−54.9%ReducedHistory
DAYDayforce, Inc.COM1,681$123.1K<0.1%+1,681NewHistory
TRIThomson Reuters CorpCOM NEW930$120.8K<0.1%+930NewHistory
MOHMolina Healthcare, Inc.COM445$119.0K<0.1%−223−33.4%ReducedHistory
SGSweetgreen, Inc.COM CL A14,317$112.2K<0.1%+4,317+43.2%AddedHistory
VMRKVivmark ResidentialSH BEN INT1,804$108.2K<0.1%−1,435−44.3%ReducedHistory
VTRVentas, Inc.REIT2,433$105.5K<0.1%+2,433NewHistory
CTLTCatalent, Inc.COM1,570$103.2K<0.1%+1,570NewHistory
DGXQuest Diagnostics IncCOM721$102.0K<0.1%+721NewHistory
TFXTeleflex IncCOM399$101.1K<0.1%+399NewHistory
WATWaters CorpCOM316$97.8K<0.1%+316NewHistory
DOCHealthpeak Properties, Inc.COM4,037$88.7K<0.1%+4,037NewHistory
PCTPureCycle Technologies, Inc.COM12,594$88.2K<0.1%+594+5.0%AddedHistory
VTRSViatris IncStock8,609$82.8K<0.1%−26,104−75.2%ReducedHistory
XRAYDentsply Sirona Inc.Stock1,873$73.6K<0.1%+1,873NewHistory
WTSWatts Water Technologies IncCL A427$71.9K<0.1%+127+42.3%AddedHistory
SFMSprouts Farmers Market, Inc.COM2,015$70.6K<0.1%−1,285−38.9%ReducedHistory
HSICHenry Schein IncCOM808$65.9K<0.1%+808NewHistory
CRLCharles River Laboratories International, Inc.COM313$63.2K<0.1%+313NewHistory
DVADavita Inc.COM523$42.4K<0.1%+523NewHistory
OGNOrganon & Co.Stock1,268$29.8K<0.1%+1,268NewHistory

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