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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
126
0 vs. Q3 2023
Portfolio value
$488.2M
−$8.40M (−1.7%) vs. Q3 2023
Filed
Feb 13, 2024
SEC
Holdings of Mirova in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock211,416$112.2M23.0%+1,012+0.5%AddedHistory
ACNAccenture plcStock117,096$41.1M8.4%−3,617−3.0%ReducedHistory
ECLEcolab Inc.Stock160,013$31.7M6.5%−4,568−2.8%ReducedHistory
GIBCgi IncCL A279,516$30.1M6.2%−7,043−2.5%ReducedHistory
ENPHEnphase Energy, Inc.Stock221,501$29.3M6.0%−71,615−24.4%ReducedHistory
RUNSunrun Inc.COM752,965$14.8M3.0%−1,276,003−62.9%ReducedHistory
MSFTMicrosoft CorpStock37,410$14.1M2.9%−184−0.5%ReducedHistory
LLYEli Lilly & CoStock21,712$12.7M2.6%−2,456−10.2%ReducedHistory
NVDANVIDIA CorpStock20,619$10.2M2.1%−1,284−5.9%ReducedHistory
AGCOAGCO CorpCOM74,930$9.10M1.9%−983−1.3%ReducedHistory
WMWaste Management IncStock45,297$8.11M1.7%+284+0.6%AddedHistory
AWKAmerican Water Works Company, Inc.Stock57,452$7.58M1.6%−33−0.1%ReducedHistory
VVisa Inc.Stock27,691$7.21M1.5%00.0%UnchangedHistory
PGProcter & Gamble CoStock42,669$6.25M1.3%−29−0.1%ReducedHistory
AXPAmerican Express CoStock30,643$5.74M1.2%+1,309+4.5%AddedHistory
UNPUnion Pacific CorpStock22,704$5.58M1.1%−2,505−9.9%ReducedHistory
ADBEAdobe Inc.Stock9,175$5.47M1.1%−549−5.6%ReducedHistory
TRMBTrimble Inc.COM101,468$5.40M1.1%−24,187−19.2%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW15,503$5.23M1.1%−15−0.1%ReducedHistory
SYKStryker CorpStock17,075$5.11M1.0%−14−0.1%ReducedHistory
GMGeneral Motors CoCOM141,611$5.09M1.0%00.0%UnchangedHistory
IEXIdex CorpCOM21,977$4.77M1.0%−4,670−17.5%ReducedHistory
ELEstee Lauder Companies IncCL A30,521$4.46M0.9%+1,592+5.5%AddedHistory
CLColgate Palmolive CoStock55,592$4.43M0.9%−91−0.2%ReducedHistory
BSYBentley Systems IncCOM CL B84,045$4.39M0.9%−2,171−2.5%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM52,349$4.24M0.9%−29,448−36.0%ReducedHistory
PWRQuanta Services, Inc.COM19,459$4.20M0.9%+19,459NewHistory
WDAYWorkday, Inc.CL A14,705$4.06M0.8%00.0%UnchangedHistory
TTEKTetra Tech IncCOM23,938$4.00M0.8%−10,659−30.8%ReducedHistory
TTTrane Technologies plcSHS15,300$3.73M0.8%+15,300NewHistory
CRMSalesforce, Inc.Stock13,468$3.54M0.7%−813−5.7%ReducedHistory
LINLinde PLCStock8,601$3.53M0.7%+3,078+55.7%AddedHistory
FSLRFirst Solar, Inc.Stock20,234$3.49M0.7%−3,677−15.4%ReducedHistory
ROKRockwell Automation, IncStock10,611$3.29M0.7%+10,611NewHistory
ANSSAnsys IncCOM8,961$3.25M0.7%−8,611−49.0%ReducedHistory
ONOn Semiconductor CorpStock37,992$3.17M0.6%+37,992NewHistory
NOWServiceNow, Inc.Stock4,429$3.13M0.6%−419−8.6%ReducedHistory
EXPOExponent IncCOM34,108$3.00M0.6%+34,108NewHistory
BEPCBrookfield Renewable CorpCL A SUB VTG102,007$2.94M0.6%−57,354−36.0%ReducedHistory
LULUlululemon athletica inc.Stock5,194$2.66M0.5%−1,779−25.5%ReducedHistory
XYLXylem Inc.COM20,982$2.40M0.5%+1,634+8.4%AddedHistory
GDDYGoDaddy Inc.CL A22,117$2.35M0.5%−25,195−53.3%ReducedHistory
SRCLStericycle IncCOM46,917$2.33M0.5%−1,440−3.0%ReducedHistory
AMRCAmeresco, Inc.CL A72,640$2.30M0.5%+7,934+12.3%AddedHistory
WYWeyerhaeuser CoCOM NEW64,791$2.25M0.5%+62,173+2,374.8%AddedHistory
APTVAptiv PLCSHS24,095$2.16M0.4%−10,211−29.8%ReducedHistory
NEENextera Energy IncStock35,423$2.15M0.4%−363−1.0%ReducedHistory
ADSKAutodesk, Inc.COM8,632$2.10M0.4%−11,148−56.4%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM21,465$2.02M0.4%−12,230−36.3%ReducedHistory
Cyberark Software LtdM2682V108SHS9,075$1.99M0.4%−8,303−47.8%Reduced–
MAMastercard IncStock4,608$1.97M0.4%+214+4.9%AddedHistory
MPMP Materials Corp.COM CL A83,584$1.66M0.3%+3,210+4.0%AddedHistory
FLNCFluence Energy, Inc.COM CL A62,059$1.48M0.3%−54,892−46.9%ReducedHistory
DARDarling Ingredients Inc.COM29,268$1.46M0.3%−58,428−66.6%ReducedHistory
ARRYArray Technologies, Inc.COM SHS82,294$1.38M0.3%−42,698−34.2%ReducedHistory
ORAOrmat Technologies, Inc.COM15,564$1.18M0.2%+15,564NewHistory
CCKCrown Holdings, Inc.COM8,096$745.6K0.2%+1,820+29.0%AddedHistory
PNRPENTAIR plcSHS8,600$625.3K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock2,986$589.3K0.1%+2,986NewHistory
EBAYeBay IncCOM12,895$562.5K0.1%+2,671+26.1%AddedHistory
DHRDanaher CorpStock2,235$517.0K0.1%−489−18.0%ReducedHistory
GISGeneral Mills IncStock7,783$507.0K0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM3,606$501.3K0.1%+599+19.9%AddedHistory
GPKGraphic Packaging Holding CoCOM20,300$500.4K0.1%−1,711−7.8%ReducedHistory
CMGChipotle Mexican Grill IncCOM209$478.0K0.1%−27−11.4%ReducedHistory
HAINHain Celestial Group IncCOM38,512$421.7K0.1%+9,366+32.1%AddedHistory
BMIBadger Meter IncCOM2,638$407.2K0.1%+2,638NewHistory
ESEversource EnergyStock6,142$379.1K0.1%−375−5.8%ReducedHistory
ABTAbbott LaboratoriesStock3,309$364.2K0.1%−202−5.8%ReducedHistory
LKQLKQ CorpCOM7,454$356.2K0.1%+1,754+30.8%AddedHistory
PLDPrologis, Inc.REIT2,619$349.1K0.1%−159−5.7%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM12,487$344.4K0.1%−113,653−90.1%ReducedHistory
AMTAmerican Tower CorpREIT1,423$307.2K0.1%−86−5.7%ReducedHistory
EMNEastman Chemical CoStock3,315$297.8K0.1%00.0%UnchangedHistory
SXTSensient Technologies CorpCOM4,412$291.2K0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM2,937$254.1K0.1%+2,170+282.9%AddedHistory
CSXCSX CorpStock6,853$237.6K<0.1%−420−5.8%ReducedHistory
CNICanadian National Railway CoStock1,878$235.9K<0.1%−114−5.7%ReducedHistory
BMYBristol Myers Squibb CoStock4,452$228.4K<0.1%−272−5.8%ReducedHistory
ORCLOracle CorpStock2,106$222.0K<0.1%−128−5.7%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,800$221.4K<0.1%−170−5.7%ReducedHistory
ELVElevance Health, Inc.Stock429$202.3K<0.1%−25−5.5%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM221$194.1K<0.1%−11−4.7%ReducedHistory
MRKMerck & Co., Inc.Stock1,777$193.7K<0.1%−108−5.7%ReducedHistory
ABBVAbbVie Inc.Stock1,249$193.6K<0.1%−76−5.7%ReducedHistory
CAGConagra Brands Inc.Stock6,664$191.0K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock2,206$181.5K<0.1%+2,206NewHistory
WTSWatts Water Technologies IncCL A835$174.0K<0.1%+408+95.6%AddedHistory
NSCNorfolk Southern CorpStock731$172.8K<0.1%−44−5.7%ReducedHistory
CICigna GroupStock558$167.1K<0.1%−33−5.6%ReducedHistory
ITRIItron, Inc.COM2,173$164.1K<0.1%−132−5.7%ReducedHistory
SGSweetgreen, Inc.COM CL A14,332$162.0K<0.1%00.0%UnchangedHistory
AVYAvery Dennison CorpCOM631$127.6K<0.1%+631NewHistory
JBTMJBT Marel CorpCOM1,282$127.5K<0.1%+1,282NewHistory
MTDMettler Toledo International IncCOM98$118.9K<0.1%+98NewHistory
HCAHCA Healthcare, Inc.COM430$116.4K<0.1%−25−5.5%ReducedHistory
WELLWelltower Inc.REIT1,283$115.7K<0.1%−77−5.7%ReducedHistory
PFEPfizer IncStock3,967$114.2K<0.1%−243−5.8%ReducedHistory
AMGNAmgen IncStock387$111.5K<0.1%−23−5.6%ReducedHistory
YETIYETI Holdings, Inc.COM2,101$108.8K<0.1%+2,101NewHistory

Sold out since Q3 2023 (16)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Mirova sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
SPLKSplunk IncCOM27,713$4.05M0.8%History
BEBloom Energy CorpCOM CL A191,212$2.54M0.5%History
WOLFWolfspeed, Inc.Stock63,923$2.44M0.5%History
SEDGSolaredge Technologies, Inc.COM5,319$688.9K0.1%History
NEONeogenomics IncCOM NEW36,731$451.8K0.1%History
EQHEquitable Holdings, Inc.COM12,599$357.7K0.1%History
PRUPrudential Financial IncStock3,144$298.3K0.1%History
RCIRogers Communications IncCL B7,294$281.3K0.1%History
SLFSun Life Financial IncCOM4,953$242.8K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,069$203.4K<0.1%History
TUTelus CorpCOM11,407$187.1K<0.1%History
STKLSunOpta Inc.COM34,974$117.9K<0.1%History
AFLAflac IncStock1,258$96.6K<0.1%History
UNFIUnited Natural Foods IncCOM6,633$93.8K<0.1%History
MFCManulife Financial CorpCOM4,126$75.7K<0.1%History
PCTPureCycle Technologies, Inc.COM12,608$70.7K<0.1%History