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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
163
−1 vs. Q1 2023
Portfolio value
$568.1M
−$125.2M (−18.1%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Mirova in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock222,838$116.3M20.5%−43,642−16.4%ReducedHistory
ENPHEnphase Energy, Inc.Stock280,021$46.9M8.3%+48,912+21.2%AddedHistory
ACNAccenture plcStock119,091$36.7M6.5%+7,166+6.4%AddedHistory
RUNSunrun Inc.COM1,974,682$35.3M6.2%−113,566−5.4%ReducedHistory
ECLEcolab Inc.Stock186,309$34.8M6.1%−223,892−54.6%ReducedHistory
GIBCgi IncCL A286,292$30.2M5.3%+11,594+4.2%AddedHistory
MSFTMicrosoft CorpStock46,103$15.7M2.8%−10,586−18.7%ReducedHistory
NVDANVIDIA CorpStock28,686$12.1M2.1%−16,012−35.8%ReducedHistory
LLYEli Lilly & CoStock25,716$12.1M2.1%−3,182−11.0%ReducedHistory
AGCOAGCO CorpCOM76,114$10.0M1.8%−2,228−2.8%ReducedHistory
WMWaste Management IncStock50,319$8.73M1.5%−8,363−14.3%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock58,812$8.40M1.5%−2,967−4.8%ReducedHistory
VVisa Inc.Stock31,789$7.55M1.3%−6,813−17.6%ReducedHistory
PGProcter & Gamble CoStock46,698$7.09M1.2%−2,792−5.6%ReducedHistory
UNPUnion Pacific CorpStock31,650$6.48M1.1%−7,370−18.9%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM77,545$6.17M1.1%+283+0.4%AddedHistory
ADBEAdobe Inc.Stock11,652$5.70M1.0%−3,840−24.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW16,440$5.62M1.0%−4,690−22.2%ReducedHistory
AXPAmerican Express CoStock31,549$5.50M1.0%−8,232−20.7%ReducedHistory
SYKStryker CorpStock17,924$5.47M1.0%−2,269−11.2%ReducedHistory
GMGeneral Motors CoCOM141,611$5.46M1.0%+8,589+6.5%AddedHistory
ELEstee Lauder Companies IncCL A27,294$5.36M0.9%+6,136+29.0%AddedHistory
CLColgate Palmolive CoStock63,454$4.89M0.9%−6,441−9.2%ReducedHistory
NEENextera Energy IncStock64,407$4.78M0.8%−21,498−25.0%ReducedHistory
CRMSalesforce, Inc.Stock18,064$3.82M0.7%−8,148−31.1%ReducedHistory
MAMastercard IncStock9,418$3.70M0.7%−5,569−37.2%ReducedHistory
DARDarling Ingredients Inc.COM56,707$3.62M0.6%−16,258−22.3%ReducedHistory
TRMBTrimble Inc.COM68,148$3.61M0.6%−6,969−9.3%ReducedHistory
XYLXylem Inc.COM31,909$3.59M0.6%+1,325+4.3%AddedHistory
GDDYGoDaddy Inc.CL A47,312$3.55M0.6%00.0%UnchangedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN59,063$3.46M0.6%−240−0.4%ReducedHistory
ANSSAnsys IncCOM10,258$3.39M0.6%−2,991−22.6%ReducedHistory
WDAYWorkday, Inc.CL A14,705$3.32M0.6%−1,202−7.6%ReducedHistory
NOWServiceNow, Inc.Stock5,691$3.20M0.6%−739−11.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM33,695$3.12M0.5%−3,344−9.0%ReducedHistory
NOVASunnova Energy International Inc.COM165,421$3.03M0.5%−44,043−21.0%ReducedHistory
BSYBentley Systems IncCOM CL B55,339$3.00M0.5%−4,302−7.2%ReducedHistory
IEXIdex CorpCOM13,711$2.95M0.5%+3,518+34.5%AddedHistory
SPLKSplunk IncCOM27,713$2.94M0.5%−2,432−8.1%ReducedHistory
Cyberark Software LtdM2682V108SHS17,378$2.72M0.5%−2,259−11.5%Reduced–
TTEKTetra Tech IncCOM16,505$2.70M0.5%−1,283−7.2%ReducedHistory
LULUlululemon athletica inc.Stock7,078$2.68M0.5%−2,273−24.3%ReducedHistory
FLNCFluence Energy, Inc.COM CL A100,460$2.68M0.5%−39,722−28.3%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG83,540$2.63M0.5%−6,495−7.2%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A98,027$2.51M0.4%−28,243−22.4%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM96,584$2.41M0.4%−23,611−19.6%ReducedHistory
LINLinde PLCStock6,278$2.39M0.4%−488−7.2%ReducedHistory
ADSKAutodesk, Inc.COM11,648$2.38M0.4%−344−2.9%ReducedHistory
FSLRFirst Solar, Inc.Stock11,991$2.28M0.4%−932−7.2%ReducedHistory
ARRYArray Technologies, Inc.COM SHS90,463$2.04M0.4%−7,033−7.2%ReducedHistory
WOLFWolfspeed, Inc.Stock35,255$1.96M0.3%+2,259+6.8%AddedHistory
SRCLStericycle IncCOM41,830$1.94M0.3%+41,830NewHistory
PLUGPlug Power IncStock174,613$1.81M0.3%−78,871−31.1%ReducedHistory
APTVAptiv PLCSHS17,548$1.79M0.3%+636+3.8%AddedHistory
EBAYeBay IncCOM39,666$1.77M0.3%−50,016−55.8%ReducedHistory
LKQLKQ CorpCOM27,700$1.61M0.3%−37,161−57.3%ReducedHistory
BEBloom Energy CorpCOM CL A97,090$1.59M0.3%+12,452+14.7%AddedHistory
AMRCAmeresco, Inc.CL A31,613$1.54M0.3%+542+1.7%AddedHistory
CMGChipotle Mexican Grill IncCOM658$1.41M0.2%−555−45.8%ReducedHistory
ESEversource EnergyStock18,495$1.31M0.2%−20,614−52.7%ReducedHistory
ABTAbbott LaboratoriesStock9,696$1.06M0.2%−10,666−52.4%ReducedHistory
HAINHain Celestial Group IncCOM83,230$1.04M0.2%−2,594−3.0%ReducedHistory
ORCLOracle CorpStock8,656$1.03M0.2%−10,918−55.8%ReducedHistory
CSXCSX CorpStock29,897$1.02M0.2%−38,371−56.2%ReducedHistory
DHRDanaher CorpStock4,159$998.2K0.2%+46+1.1%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A113,063$993.8K0.2%−53,934−32.3%ReducedHistory
PRUPrudential Financial IncStock10,235$902.9K0.2%−12,129−54.2%ReducedHistory
NSCNorfolk Southern CorpStock3,774$855.8K0.2%−5,070−57.3%ReducedHistory
AVBAvalonbay Communities IncCOM4,225$799.7K0.1%−6,302−59.9%ReducedHistory
MPMP Materials Corp.COM CL A34,909$798.7K0.1%+2,674+8.3%AddedHistory
MRKMerck & Co., Inc.Stock6,913$797.7K0.1%−8,565−55.3%ReducedHistory
BMYBristol Myers Squibb CoStock12,253$783.6K0.1%−13,030−51.5%ReducedHistory
EIXEdison InternationalStock11,022$765.5K0.1%−16,335−59.7%ReducedHistory
BALLBALL CorpCOM12,678$738.0K0.1%−18,905−59.9%ReducedHistory
SEDGSolaredge Technologies, Inc.COM2,684$722.1K0.1%−208−7.2%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock3,831$720.5K0.1%−4,712−55.2%ReducedHistory
MASMasco CorpCOM11,847$679.8K0.1%−19,673−62.4%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock6,168$676.4K0.1%−10,246−62.4%ReducedHistory
ABBVAbbVie Inc.Stock4,824$649.9K0.1%−5,963−55.3%ReducedHistory
GISGeneral Mills IncStock8,175$627.0K0.1%+400+5.1%AddedHistory
ITRIItron, Inc.COM8,666$624.8K0.1%−10,824−55.5%ReducedHistory
OMCOmnicom Group Inc.COM6,424$611.2K0.1%−9,484−59.6%ReducedHistory
VZVerizon Communications IncStock16,313$606.7K0.1%−27,086−62.4%ReducedHistory
NEONeogenomics IncCOM NEW36,731$590.3K0.1%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock4,430$585.5K0.1%−7,360−62.4%ReducedHistory
PNRPENTAIR plcSHS9,033$583.5K0.1%+442+5.1%AddedHistory
CCKCrown Holdings, Inc.COM6,591$572.6K0.1%+323+5.2%AddedHistory
PFEPfizer IncStock15,303$561.3K0.1%−18,888−55.2%ReducedHistory
GPKGraphic Packaging Holding CoCOM23,120$555.6K0.1%+1,130+5.1%AddedHistory
ELVElevance Health, Inc.Stock1,240$550.9K0.1%−1,345−52.0%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM4,777$542.1K0.1%−7,005−59.5%ReducedHistory
IPInternational Paper CoCOM15,196$483.4K0.1%−25,232−62.4%ReducedHistory
WRKWestRock CoCOM16,102$468.1K0.1%−26,737−62.4%ReducedHistory
CICigna GroupStock1,634$458.5K0.1%−1,800−52.4%ReducedHistory
AAgilent Technologies, Inc.COM3,711$446.2K0.1%−772−17.2%ReducedHistory
WELLWelltower Inc.REIT5,326$430.8K0.1%−6,744−55.9%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM598$429.7K0.1%−623−51.0%ReducedHistory
EQHEquitable Holdings, Inc.COM15,650$425.1K0.1%−6,462−29.2%ReducedHistory
PLDPrologis, Inc.REIT3,451$423.2K0.1%−1,425−29.2%ReducedHistory
RCIRogers Communications IncCL B9,060$413.8K0.1%−3,741−29.2%ReducedHistory

Sold out since Q1 2023 (4)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Mirova sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
Shaw Communications Inc82028K200CL B CONV23,584$704.7K0.1%–
AQUAEvoqua Water Technologies Corp.COM10,451$519.6K0.1%History
SRESempraStock1,925$291.0K<0.1%History
TRIThomson Reuters CorpCOM NEW930$120.8K<0.1%History