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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
126
−37 vs. Q2 2023
Portfolio value
$496.6M
−$71.5M (−12.6%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Mirova in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock210,404$106.5M21.4%−12,434−5.6%ReducedHistory
ACNAccenture plcStock120,713$37.1M7.5%+1,622+1.4%AddedHistory
ENPHEnphase Energy, Inc.Stock293,116$35.2M7.1%+13,095+4.7%AddedHistory
GIBCgi IncCL A286,559$28.4M5.7%+267+0.1%AddedHistory
ECLEcolab Inc.Stock164,581$27.9M5.6%−21,728−11.7%ReducedHistory
RUNSunrun Inc.COM2,028,968$25.5M5.1%+54,286+2.7%AddedHistory
LLYEli Lilly & CoStock24,168$13.0M2.6%−1,548−6.0%ReducedHistory
MSFTMicrosoft CorpStock37,594$11.9M2.4%−8,509−18.5%ReducedHistory
NVDANVIDIA CorpStock21,903$9.53M1.9%−6,783−23.6%ReducedHistory
AGCOAGCO CorpCOM75,913$8.98M1.8%−201−0.3%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock57,485$7.12M1.4%−1,327−2.3%ReducedHistory
WMWaste Management IncStock45,013$6.86M1.4%−5,306−10.5%ReducedHistory
TRMBTrimble Inc.COM125,655$6.77M1.4%+57,507+84.4%AddedHistory
VVisa Inc.Stock27,691$6.37M1.3%−4,098−12.9%ReducedHistory
PGProcter & Gamble CoStock42,698$6.23M1.3%−4,000−8.6%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM81,797$5.58M1.1%+4,252+5.5%AddedHistory
IEXIdex CorpCOM26,647$5.54M1.1%+12,936+94.3%AddedHistory
TTEKTetra Tech IncCOM34,597$5.26M1.1%+18,092+109.6%AddedHistory
ANSSAnsys IncCOM17,572$5.23M1.1%+7,314+71.3%AddedHistory
UNPUnion Pacific CorpStock25,209$5.13M1.0%−6,441−20.4%ReducedHistory
ADBEAdobe Inc.Stock9,724$4.96M1.0%−1,928−16.5%ReducedHistory
SYKStryker CorpStock17,089$4.67M0.9%−835−4.7%ReducedHistory
GMGeneral Motors CoCOM141,611$4.67M0.9%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM87,696$4.58M0.9%+30,989+54.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW15,518$4.54M0.9%−922−5.6%ReducedHistory
AXPAmerican Express CoStock29,334$4.38M0.9%−2,215−7.0%ReducedHistory
BSYBentley Systems IncCOM CL B86,216$4.32M0.9%+30,877+55.8%AddedHistory
ELEstee Lauder Companies IncCL A28,929$4.18M0.8%+1,635+6.0%AddedHistory
ADSKAutodesk, Inc.COM19,780$4.09M0.8%+8,132+69.8%AddedHistory
SPLKSplunk IncCOM27,713$4.05M0.8%00.0%UnchangedHistory
CLColgate Palmolive CoStock55,683$3.96M0.8%−7,771−12.2%ReducedHistory
FSLRFirst Solar, Inc.Stock23,911$3.86M0.8%+11,920+99.4%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG159,361$3.82M0.8%+75,821+90.8%AddedHistory
GDDYGoDaddy Inc.CL A47,312$3.52M0.7%00.0%UnchangedHistory
APTVAptiv PLCSHS34,306$3.38M0.7%+16,758+95.5%AddedHistory
WDAYWorkday, Inc.CL A14,705$3.16M0.6%00.0%UnchangedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN103,961$3.09M0.6%+44,898+76.0%AddedHistory
CRMSalesforce, Inc.Stock14,281$2.90M0.6%−3,783−20.9%ReducedHistory
Cyberark Software LtdM2682V108SHS17,378$2.85M0.6%00.0%Unchanged–
ARRYArray Technologies, Inc.COM SHS124,992$2.77M0.6%+34,529+38.2%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM33,695$2.74M0.6%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock4,848$2.71M0.5%−843−14.8%ReducedHistory
LULUlululemon athletica inc.Stock6,973$2.69M0.5%−105−1.5%ReducedHistory
FLNCFluence Energy, Inc.COM CL A116,951$2.69M0.5%+16,491+16.4%AddedHistory
SHLSShoals Technologies Group, Inc.CL A146,649$2.68M0.5%+48,622+49.6%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM126,140$2.67M0.5%+29,556+30.6%AddedHistory
NOVASunnova Energy International Inc.COM246,630$2.58M0.5%+81,209+49.1%AddedHistory
BEBloom Energy CorpCOM CL A191,212$2.54M0.5%+94,122+96.9%AddedHistory
AMRCAmeresco, Inc.CL A64,706$2.50M0.5%+33,093+104.7%AddedHistory
WOLFWolfspeed, Inc.Stock63,923$2.44M0.5%+28,668+81.3%AddedHistory
SRCLStericycle IncCOM48,357$2.16M0.4%+6,527+15.6%AddedHistory
LINLinde PLCStock5,523$2.06M0.4%−755−12.0%ReducedHistory
NEENextera Energy IncStock35,786$2.05M0.4%−28,621−44.4%ReducedHistory
PLUGPlug Power IncStock255,641$1.94M0.4%+81,028+46.4%AddedHistory
XYLXylem Inc.COM19,348$1.76M0.4%−12,561−39.4%ReducedHistory
MAMastercard IncStock4,394$1.74M0.4%−5,024−53.3%ReducedHistory
MPMP Materials Corp.COM CL A80,374$1.54M0.3%+45,465+130.2%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A220,539$1.10M0.2%+107,476+95.1%AddedHistory
SEDGSolaredge Technologies, Inc.COM5,319$688.9K0.1%+2,635+98.2%AddedHistory
DHRDanaher CorpStock2,724$675.8K0.1%−1,435−34.5%ReducedHistory
PNRPENTAIR plcSHS8,600$556.9K0.1%−433−4.8%ReducedHistory
CCKCrown Holdings, Inc.COM6,276$555.3K0.1%−315−4.8%ReducedHistory
GISGeneral Mills IncStock7,783$498.0K0.1%−392−4.8%ReducedHistory
GPKGraphic Packaging Holding CoCOM22,011$490.4K0.1%−1,109−4.8%ReducedHistory
NEONeogenomics IncCOM NEW36,731$451.8K0.1%00.0%UnchangedHistory
EBAYeBay IncCOM10,224$450.8K0.1%−29,442−74.2%ReducedHistory
CMGChipotle Mexican Grill IncCOM236$432.3K0.1%−422−64.1%ReducedHistory
ESEversource EnergyStock6,517$379.0K0.1%−11,978−64.8%ReducedHistory
EQHEquitable Holdings, Inc.COM12,599$357.7K0.1%−3,051−19.5%ReducedHistory
ABTAbbott LaboratoriesStock3,511$340.0K0.1%−6,185−63.8%ReducedHistory
AAgilent Technologies, Inc.COM3,007$336.2K0.1%−704−19.0%ReducedHistory
PLDPrologis, Inc.REIT2,778$311.7K0.1%−673−19.5%ReducedHistory
HAINHain Celestial Group IncCOM29,146$302.2K0.1%−54,084−65.0%ReducedHistory
PRUPrudential Financial IncStock3,144$298.3K0.1%−7,091−69.3%ReducedHistory
LKQLKQ CorpCOM5,700$282.2K0.1%−22,000−79.4%ReducedHistory
RCIRogers Communications IncCL B7,294$281.3K0.1%−1,766−19.5%ReducedHistory
BMYBristol Myers Squibb CoStock4,724$274.2K0.1%−7,529−61.4%ReducedHistory
SXTSensient Technologies CorpCOM4,412$258.0K0.1%−223−4.8%ReducedHistory
EMNEastman Chemical CoStock3,315$254.3K0.1%−166−4.8%ReducedHistory
AMTAmerican Tower CorpREIT1,509$248.2K<0.1%−366−19.5%ReducedHistory
SLFSun Life Financial IncCOM4,953$242.8K<0.1%−1,199−19.5%ReducedHistory
ORCLOracle CorpStock2,234$236.6K<0.1%−6,422−74.2%ReducedHistory
CSXCSX CorpStock7,273$223.6K<0.1%−22,624−75.7%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,970$221.0K<0.1%−740−19.9%ReducedHistory
CNICanadian National Railway CoStock1,992$215.8K<0.1%−482−19.5%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,069$203.4K<0.1%−2,762−72.1%ReducedHistory
ELVElevance Health, Inc.Stock454$197.7K<0.1%−786−63.4%ReducedHistory
ABBVAbbVie Inc.Stock1,325$197.5K<0.1%−3,499−72.5%ReducedHistory
MRKMerck & Co., Inc.Stock1,885$194.1K<0.1%−5,028−72.7%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM232$190.9K<0.1%−366−61.2%ReducedHistory
TUTelus CorpCOM11,407$187.1K<0.1%−2,763−19.5%ReducedHistory
CAGConagra Brands Inc.Stock6,664$182.7K<0.1%−336−4.8%ReducedHistory
CICigna GroupStock591$169.1K<0.1%−1,043−63.8%ReducedHistory
SGSweetgreen, Inc.COM CL A14,332$168.4K<0.1%−722−4.8%ReducedHistory
NSCNorfolk Southern CorpStock775$152.6K<0.1%−2,999−79.5%ReducedHistory
PFEPfizer IncStock4,210$139.6K<0.1%−11,093−72.5%ReducedHistory
ITRIItron, Inc.COM2,305$139.6K<0.1%−6,361−73.4%ReducedHistory
HUMHumana IncStock245$119.2K<0.1%−434−63.9%ReducedHistory
STKLSunOpta Inc.COM34,974$117.9K<0.1%−1,761−4.8%ReducedHistory
HCAHCA Healthcare, Inc.COM455$111.9K<0.1%−776−63.0%ReducedHistory

Sold out since Q2 2023 (37)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Mirova sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
MASMasco CorpCOM11,847$679.8K0.1%History
WABWestinghouse Air Brake Technologies CorpStock6,168$676.4K0.1%History
VZVerizon Communications IncStock16,313$606.7K0.1%History
PKGPackaging Corp of AmericaStock4,430$585.5K0.1%History
IPInternational Paper CoCOM15,196$483.4K0.1%History
WRKWestRock CoCOM16,102$468.1K0.1%History
FTNTFortinet, Inc.Stock2,681$202.7K<0.1%History
ROPRoper Technologies IncStock372$178.9K<0.1%History
BDXBecton Dickinson & CoStock676$178.5K<0.1%History
BSXBoston Scientific CorpStock3,269$176.8K<0.1%History
GILDGilead Sciences, Inc.Stock2,168$167.1K<0.1%History
LUMNLumen Technologies, Inc.Stock62,440$141.1K<0.1%History
ESSEssex Property Trust, Inc.COM549$128.6K<0.1%History
BXPBXP, Inc.COM1,369$78.8K<0.1%History
STESTERIS plcSHS USD327$73.6K<0.1%History
IQVIQVIA Holdings Inc.Stock308$69.2K<0.1%History
PAYCPaycom Software, Inc.Stock202$64.9K<0.1%History
HOLXHologic IncCOM766$62.0K<0.1%History
AOSSmith A O CorpCOM840$61.1K<0.1%History
BAXBaxter International IncStock1,275$58.1K<0.1%History
LHLabcorp Holdings Inc.COM NEW230$55.5K<0.1%History
MTDMettler Toledo International IncCOM42$55.1K<0.1%History
ILMNIllumina, Inc.COM281$52.7K<0.1%History
MOHMolina Healthcare, Inc.COM167$50.3K<0.1%History
GLGlobe Life Inc.COM437$47.9K<0.1%History
RVTYRevvity, Inc.COM357$42.4K<0.1%History
DAYDayforce, Inc.COM628$42.1K<0.1%History
DGXQuest Diagnostics IncCOM268$37.7K<0.1%History
TFXTeleflex IncCOM148$35.8K<0.1%History
VTRSViatris IncStock3,234$32.3K<0.1%History
WATWaters CorpCOM119$31.7K<0.1%History
XRAYDentsply Sirona Inc.Stock701$28.1K<0.1%History
CTLTCatalent, Inc.COM588$25.5K<0.1%History
HSICHenry Schein IncCOM300$24.3K<0.1%History
CRLCharles River Laboratories International, Inc.COM115$24.2K<0.1%History
DVADavita Inc.COM194$19.5K<0.1%History
OGNOrganon & Co.Stock473$9.84K<0.1%History