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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
CHPTChargePoint Holdings, Inc.COM CL A10,284$24.1K<0.1%−210,255−95.3%ReducedHistory
PLUGPlug Power IncStock7,335$33.0K<0.1%−248,306−97.1%ReducedHistory
DOCHealthpeak Properties, Inc.COM2,168$42.9K<0.1%−133−5.8%ReducedHistory
RMDResmed IncCOM313$53.8K<0.1%−18−5.4%ReducedHistory
VMRKVivmark ResidentialSH BEN INT971$59.4K<0.1%−58−5.6%ReducedHistory
STSensata Technologies Holding plcSHS1,613$60.6K<0.1%+1,613NewHistory
TREXTrex Co IncCOM737$61.0K<0.1%+737NewHistory
VTRVentas, Inc.REIT1,307$65.1K<0.1%−80−5.8%ReducedHistory
ROPRoper Technologies IncStock125$68.1K<0.1%+125NewHistory
TRIThomson Reuters CorpCOM NO PAR480$70.5K<0.1%−29−5.7%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM571$72.4K<0.1%−33−5.5%ReducedHistory
MRNAModerna, Inc.Stock741$73.7K<0.1%−44−5.6%ReducedHistory
BALLBALL CorpCOM1,309$75.3K<0.1%−80−5.8%ReducedHistory
NOVASunnova Energy International Inc.COM5,128$78.2K<0.1%−241,502−97.9%ReducedHistory
CNCCentene CorpStock1,057$78.4K<0.1%−64−5.7%ReducedHistory
HPEHewlett Packard Enterprise CoCOM4,666$79.2K<0.1%−286−5.8%ReducedHistory
AVBAvalonbay Communities IncCOM440$82.4K<0.1%−26−5.6%ReducedHistory
SFMSprouts Farmers Market, Inc.COM1,734$83.4K<0.1%−283−14.0%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A5,372$83.5K<0.1%−141,277−96.3%ReducedHistory
BIIBBiogen Inc.COM327$84.6K<0.1%−19−5.5%ReducedHistory
EIXEdison InternationalStock1,202$85.9K<0.1%−72−5.7%ReducedHistory
EWEdwards Lifesciences CorpStock1,191$90.8K<0.1%−72−5.7%ReducedHistory
PEGPublic Service Enterprise Group IncCOM1,583$96.8K<0.1%−95−5.7%ReducedHistory
DXCMDexcom IncCOM784$97.3K<0.1%−47−5.7%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN3,407$103.6K<0.1%−100,554−96.7%ReducedHistory
HUMHumana IncStock232$106.2K<0.1%−13−5.3%ReducedHistory
YETIYETI Holdings, Inc.COM2,101$108.8K<0.1%+2,101NewHistory
AMGNAmgen IncStock387$111.5K<0.1%−23−5.6%ReducedHistory
PFEPfizer IncStock3,967$114.2K<0.1%−243−5.8%ReducedHistory
WELLWelltower Inc.REIT1,283$115.7K<0.1%−77−5.7%ReducedHistory
HCAHCA Healthcare, Inc.COM430$116.4K<0.1%−25−5.5%ReducedHistory
MTDMettler Toledo International IncCOM98$118.9K<0.1%+98NewHistory
JBTMJBT Marel CorpCOM1,282$127.5K<0.1%+1,282NewHistory
AVYAvery Dennison CorpCOM631$127.6K<0.1%+631NewHistory
SGSweetgreen, Inc.COM CL A14,332$162.0K<0.1%00.0%UnchangedHistory
ITRIItron, Inc.COM2,173$164.1K<0.1%−132−5.7%ReducedHistory
CICigna GroupStock558$167.1K<0.1%−33−5.6%ReducedHistory
NSCNorfolk Southern CorpStock731$172.8K<0.1%−44−5.7%ReducedHistory
WTSWatts Water Technologies IncCL A835$174.0K<0.1%+408+95.6%AddedHistory
VLTOVeralto CorpStock2,206$181.5K<0.1%+2,206NewHistory
CAGConagra Brands Inc.Stock6,664$191.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,249$193.6K<0.1%−76−5.7%ReducedHistory
MRKMerck & Co., Inc.Stock1,777$193.7K<0.1%−108−5.7%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM221$194.1K<0.1%−11−4.7%ReducedHistory
ELVElevance Health, Inc.Stock429$202.3K<0.1%−25−5.5%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,800$221.4K<0.1%−170−5.7%ReducedHistory
ORCLOracle CorpStock2,106$222.0K<0.1%−128−5.7%ReducedHistory
BMYBristol Myers Squibb CoStock4,452$228.4K<0.1%−272−5.8%ReducedHistory
CNICanadian National Railway CoStock1,878$235.9K<0.1%−114−5.7%ReducedHistory
CSXCSX CorpStock6,853$237.6K<0.1%−420−5.8%ReducedHistory
OMCOmnicom Group Inc.COM2,937$254.1K0.1%+2,170+282.9%AddedHistory
SXTSensient Technologies CorpCOM4,412$291.2K0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock3,315$297.8K0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,423$307.2K0.1%−86−5.7%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM12,487$344.4K0.1%−113,653−90.1%ReducedHistory
PLDPrologis, Inc.REIT2,619$349.1K0.1%−159−5.7%ReducedHistory
LKQLKQ CorpCOM7,454$356.2K0.1%+1,754+30.8%AddedHistory
ABTAbbott LaboratoriesStock3,309$364.2K0.1%−202−5.8%ReducedHistory
ESEversource EnergyStock6,142$379.1K0.1%−375−5.8%ReducedHistory
BMIBadger Meter IncCOM2,638$407.2K0.1%+2,638NewHistory
HAINHain Celestial Group IncCOM38,512$421.7K0.1%+9,366+32.1%AddedHistory
CMGChipotle Mexican Grill IncCOM209$478.0K0.1%−27−11.4%ReducedHistory
GPKGraphic Packaging Holding CoCOM20,300$500.4K0.1%−1,711−7.8%ReducedHistory
AAgilent Technologies, Inc.COM3,606$501.3K0.1%+599+19.9%AddedHistory
GISGeneral Mills IncStock7,783$507.0K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock2,235$517.0K0.1%−489−18.0%ReducedHistory
EBAYeBay IncCOM12,895$562.5K0.1%+2,671+26.1%AddedHistory
ZTSZoetis Inc.Stock2,986$589.3K0.1%+2,986NewHistory
PNRPENTAIR plcSHS8,600$625.3K0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM8,096$745.6K0.2%+1,820+29.0%AddedHistory
ORAOrmat Technologies, Inc.COM15,564$1.18M0.2%+15,564NewHistory
ARRYArray Technologies, Inc.COM SHS82,294$1.38M0.3%−42,698−34.2%ReducedHistory
DARDarling Ingredients Inc.COM29,268$1.46M0.3%−58,428−66.6%ReducedHistory
FLNCFluence Energy, Inc.COM CL A62,059$1.48M0.3%−54,892−46.9%ReducedHistory
MPMP Materials Corp.COM CL A83,584$1.66M0.3%+3,210+4.0%AddedHistory
MAMastercard IncStock4,608$1.97M0.4%+214+4.9%AddedHistory
Cyberark Software LtdM2682V108SHS9,075$1.99M0.4%−8,303−47.8%Reduced–
BFAMBright Horizons Family Solutions Inc.COM21,465$2.02M0.4%−12,230−36.3%ReducedHistory
ADSKAutodesk, Inc.COM8,632$2.10M0.4%−11,148−56.4%ReducedHistory
NEENextera Energy IncStock35,423$2.15M0.4%−363−1.0%ReducedHistory
APTVAptiv PLCSHS24,095$2.16M0.4%−10,211−29.8%ReducedHistory
WYWeyerhaeuser CoCOM NEW64,791$2.25M0.5%+62,173+2,374.8%AddedHistory
AMRCAmeresco, Inc.CL A72,640$2.30M0.5%+7,934+12.3%AddedHistory
SRCLStericycle IncCOM46,917$2.33M0.5%−1,440−3.0%ReducedHistory
GDDYGoDaddy Inc.CL A22,117$2.35M0.5%−25,195−53.3%ReducedHistory
XYLXylem Inc.COM20,982$2.40M0.5%+1,634+8.4%AddedHistory
LULUlululemon athletica inc.Stock5,194$2.66M0.5%−1,779−25.5%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG102,007$2.94M0.6%−57,354−36.0%ReducedHistory
EXPOExponent IncCOM34,108$3.00M0.6%+34,108NewHistory
NOWServiceNow, Inc.Stock4,429$3.13M0.6%−419−8.6%ReducedHistory
ONOn Semiconductor CorpStock37,992$3.17M0.6%+37,992NewHistory
ANSSAnsys IncCOM8,961$3.25M0.7%−8,611−49.0%ReducedHistory
ROKRockwell Automation, IncStock10,611$3.29M0.7%+10,611NewHistory
FSLRFirst Solar, Inc.Stock20,234$3.49M0.7%−3,677−15.4%ReducedHistory
LINLinde PLCStock8,601$3.53M0.7%+3,078+55.7%AddedHistory
CRMSalesforce, Inc.Stock13,468$3.54M0.7%−813−5.7%ReducedHistory
TTTrane Technologies plcSHS15,300$3.73M0.8%+15,300NewHistory
TTEKTetra Tech IncCOM23,938$4.00M0.8%−10,659−30.8%ReducedHistory
WDAYWorkday, Inc.CL A14,705$4.06M0.8%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM19,459$4.20M0.9%+19,459NewHistory

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