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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
135
+9 vs. Q4 2023
Portfolio value
$564.5M
+$76.3M (+15.6%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Mirova in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock215,021$125.0M22.1%+3,605+1.7%AddedHistory
ACNAccenture plcStock121,247$42.0M7.4%+4,151+3.5%AddedHistory
ECLEcolab Inc.Stock165,032$38.1M6.8%+5,019+3.1%AddedHistory
NVDANVIDIA CorpStock27,326$24.7M4.4%+6,707+32.5%AddedHistory
MSFTMicrosoft CorpStock54,391$22.9M4.1%+16,981+45.4%AddedHistory
LLYEli Lilly & CoStock27,432$21.3M3.8%+5,720+26.3%AddedHistory
WMWaste Management IncStock63,825$13.6M2.4%+18,528+40.9%AddedHistory
VVisa Inc.Stock41,786$11.7M2.1%+14,095+50.9%AddedHistory
AWKAmerican Water Works Company, Inc.Stock78,497$9.59M1.7%+21,045+36.6%AddedHistory
SYKStryker CorpStock26,455$9.47M1.7%+9,380+54.9%AddedHistory
AXPAmerican Express CoStock40,997$9.33M1.7%+10,354+33.8%AddedHistory
CLColgate Palmolive CoStock95,228$8.58M1.5%+39,636+71.3%AddedHistory
BSYBentley Systems IncCOM CL B158,310$8.27M1.5%+74,265+88.4%AddedHistory
TTEKTetra Tech IncCOM43,505$8.04M1.4%+19,567+81.7%AddedHistory
GMGeneral Motors CoCOM174,368$7.91M1.4%+32,757+23.1%AddedHistory
TTTrane Technologies plcSHS24,393$7.32M1.3%+9,093+59.4%AddedHistory
XYLXylem Inc.COM54,901$7.10M1.3%+33,919+161.7%AddedHistory
RUNSunrun Inc.COM516,595$6.81M1.2%−236,370−31.4%ReducedHistory
PGProcter & Gamble CoStock41,459$6.73M1.2%−1,210−2.8%ReducedHistory
UNPUnion Pacific CorpStock25,997$6.39M1.1%+3,293+14.5%AddedHistory
TRMBTrimble Inc.COM96,456$6.21M1.1%−5,012−4.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW13,923$5.56M1.0%−1,580−10.2%ReducedHistory
MAMastercard IncStock11,329$5.46M1.0%+6,721+145.9%AddedHistory
FSLRFirst Solar, Inc.Stock31,736$5.36M0.9%+11,502+56.8%AddedHistory
IEXIdex CorpCOM19,800$4.83M0.9%−2,177−9.9%ReducedHistory
ELEstee Lauder Companies IncCL A30,799$4.75M0.8%+278+0.9%AddedHistory
CRMSalesforce, Inc.Stock15,084$4.54M0.8%+1,616+12.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM52,819$4.54M0.8%+470+0.9%AddedHistory
WDAYWorkday, Inc.CL A16,368$4.46M0.8%+1,663+11.3%AddedHistory
PWRQuanta Services, Inc.COM16,600$4.31M0.8%−2,859−14.7%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG174,653$4.29M0.8%+72,646+71.2%AddedHistory
GPKGraphic Packaging Holding CoCOM146,131$4.26M0.8%+125,831+619.9%AddedHistory
LINLinde PLCStock9,119$4.23M0.8%+518+6.0%AddedHistory
NOWServiceNow, Inc.Stock5,212$3.97M0.7%+783+17.7%AddedHistory
CMGChipotle Mexican Grill IncCOM1,351$3.93M0.7%+1,142+546.4%AddedHistory
ALVAutoliv IncCOM31,586$3.80M0.7%+31,586NewHistory
GNTXGentex CorpCOM99,040$3.58M0.6%+99,040NewHistory
LULUlululemon athletica inc.Stock8,236$3.22M0.6%+3,042+58.6%AddedHistory
ROKRockwell Automation, IncStock10,611$3.09M0.5%00.0%UnchangedHistory
EBAYeBay IncCOM58,513$3.09M0.5%+45,618+353.8%AddedHistory
ZTSZoetis Inc.Stock18,211$3.08M0.5%+15,225+509.9%AddedHistory
ENPHEnphase Energy, Inc.Stock24,514$2.97M0.5%−196,987−88.9%ReducedHistory
GILDGilead Sciences, Inc.Stock40,232$2.95M0.5%+40,232NewHistory
ANSSAnsys IncCOM8,331$2.89M0.5%−630−7.0%ReducedHistory
ADBEAdobe Inc.Stock5,671$2.86M0.5%−3,504−38.2%ReducedHistory
EXPOExponent IncCOM34,108$2.82M0.5%00.0%UnchangedHistory
ONOn Semiconductor CorpStock37,992$2.79M0.5%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT14,002$2.77M0.5%+12,579+884.0%AddedHistory
GDDYGoDaddy Inc.CL A23,297$2.76M0.5%+1,180+5.3%AddedHistory
ADSKAutodesk, Inc.COM10,400$2.71M0.5%+1,768+20.5%AddedHistory
FLEXFlex Ltd.Stock93,104$2.66M0.5%+93,104NewHistory
GEFGreif, IncCL A37,614$2.60M0.5%+37,614NewHistory
BFAMBright Horizons Family Solutions Inc.COM22,868$2.59M0.5%+1,403+6.5%AddedHistory
ARRYArray Technologies, Inc.COM SHS171,588$2.56M0.5%+89,294+108.5%AddedHistory
SRCLStericycle IncCOM47,345$2.50M0.4%+428+0.9%AddedHistory
WYWeyerhaeuser CoCOM NEW64,791$2.33M0.4%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS7,865$2.09M0.4%−1,210−13.3%Reduced–
CNMCore & Main, Inc.CL A34,961$2.00M0.4%+34,961NewHistory
APTVAptiv PLCSHS24,095$1.92M0.3%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM37,395$1.74M0.3%+8,127+27.8%AddedHistory
ROPRoper Technologies IncStock2,683$1.50M0.3%+2,558+2,046.4%AddedHistory
SFMSprouts Farmers Market, Inc.COM21,640$1.40M0.2%+19,906+1,148.0%AddedHistory
CCKCrown Holdings, Inc.COM16,210$1.28M0.2%+8,114+100.2%AddedHistory
AGCOAGCO CorpCOM10,440$1.28M0.2%−64,490−86.1%ReducedHistory
MPMP Materials Corp.COM CL A83,584$1.20M0.2%00.0%UnchangedHistory
BMIBadger Meter IncCOM6,531$1.06M0.2%+3,893+147.6%AddedHistory
NOVTNovanta IncCOM5,997$1.05M0.2%+5,997NewHistory
WTSWatts Water Technologies IncCL A4,907$1.04M0.2%+4,072+487.7%AddedHistory
ORAOrmat Technologies, Inc.COM15,583$1.03M0.2%+19+0.1%AddedHistory
AAgilent Technologies, Inc.COM6,900$1.00M0.2%+3,294+91.3%AddedHistory
DHRDanaher CorpStock3,951$986.6K0.2%+1,716+76.8%AddedHistory
PODDInsulet CorpStock5,076$870.0K0.2%+5,076NewHistory
CAGConagra Brands Inc.Stock28,882$856.1K0.2%+22,218+333.4%AddedHistory
SGSweetgreen, Inc.COM CL A31,643$799.3K0.1%+17,311+120.8%AddedHistory
DXCMDexcom IncCOM5,628$780.6K0.1%+4,844+617.9%AddedHistory
DCIDonaldson Co IncStock8,576$640.5K0.1%+8,576NewHistory
MWAMueller Water Products, Inc.COM SER A39,335$632.9K0.1%+39,335NewHistory
EWEdwards Lifesciences CorpStock6,439$615.3K0.1%+5,248+440.6%AddedHistory
MTDMettler Toledo International IncCOM460$612.4K0.1%+362+369.4%AddedHistory
KAIKadant IncCOM1,864$611.6K0.1%+1,864NewHistory
STSensata Technologies Holding plcSHS14,939$548.9K0.1%+13,326+826.2%AddedHistory
PNRPENTAIR plcSHS6,348$542.4K0.1%−2,252−26.2%ReducedHistory
BDXBecton Dickinson & CoStock1,902$470.6K0.1%+1,902NewHistory
WMSAdvanced Drainage Systems, Inc.COM2,717$468.0K0.1%+2,717NewHistory
PTCPTC Inc.Stock2,449$462.7K0.1%+2,449NewHistory
BSXBoston Scientific CorpStock6,737$461.4K0.1%+6,737NewHistory
LKQLKQ CorpCOM7,454$398.1K0.1%00.0%UnchangedHistory
NEENextera Energy IncStock5,943$379.8K0.1%−29,480−83.2%ReducedHistory
ESEversource EnergyStock6,142$367.1K0.1%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM12,487$354.6K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock4,960$347.1K0.1%−2,823−36.3%ReducedHistory
PLDPrologis, Inc.REIT2,619$341.0K0.1%00.0%UnchangedHistory
SXTSensient Technologies CorpCOM4,412$305.3K0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM38,512$302.7K0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM2,937$284.2K0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock2,656$266.2K<0.1%−659−19.9%ReducedHistory
ORCLOracle CorpStock2,106$264.5K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock2,954$261.9K<0.1%+748+33.9%AddedHistory
CSXCSX CorpStock6,853$254.0K<0.1%00.0%UnchangedHistory
CNICanadian National Railway CoStock1,878$247.4K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (6)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Mirova sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
GIBCgi IncCL A279,516$30.1M6.2%History
AMRCAmeresco, Inc.CL A72,640$2.30M0.5%History
ABTAbbott LaboratoriesStock3,309$364.2K0.1%History
JBTMJBT Marel CorpCOM1,282$127.5K<0.1%History
PEGPublic Service Enterprise Group IncCOM1,583$96.8K<0.1%History
TRIThomson Reuters CorpCOM NO PAR480$70.5K<0.1%History