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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
123
−12 vs. Q1 2024
Portfolio value
$547.3M
−$17.2M (−3.1%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of Mirova in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
WSTWest Pharmaceutical Services IncCOM161$53.0K<0.1%+161NewHistory
WATWaters CorpCOM184$53.4K<0.1%+184NewHistory
SHOPShopify Inc.Stock934$61.7K<0.1%+934NewHistory
HAINHain Celestial Group IncCOM9,366$64.7K<0.1%−29,146−75.7%ReducedHistory
BALLBALL CorpCOM1,309$78.6K<0.1%00.0%UnchangedHistory
YETIYETI Holdings, Inc.COM2,101$80.2K<0.1%00.0%UnchangedHistory
RMDResmed IncCOM434$83.1K<0.1%+121+38.7%AddedHistory
DOVDOVER CorpCOM480$86.6K<0.1%+480NewHistory
EMREmerson Electric CoStock961$105.9K<0.1%+961NewHistory
NUENucor CorpCOM764$120.8K<0.1%+764NewHistory
AMGNAmgen IncStock387$120.9K<0.1%00.0%UnchangedHistory
MPWRMonolithic Power Systems, Inc.COM155$127.4K<0.1%+155NewHistory
STLDSteel Dynamics IncCOM1,067$138.2K<0.1%+1,067NewHistory
NSCNorfolk Southern CorpStock731$156.9K<0.1%00.0%UnchangedHistory
WRKWestRock CoCOM3,275$164.6K<0.1%+3,275NewHistory
EMNEastman Chemical CoStock2,225$218.0K<0.1%−431−16.2%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,800$220.4K<0.1%00.0%UnchangedHistory
CNICanadian National Railway CoStock1,878$221.8K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock6,853$229.2K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,423$276.6K0.1%−12,579−89.8%ReducedHistory
LKQLKQ CorpCOM7,596$315.9K0.1%+142+1.9%AddedHistory
SXTSensient Technologies CorpCOM4,412$327.3K0.1%00.0%UnchangedHistory
AVYAvery Dennison CorpCOM1,934$422.9K0.1%+1,303+206.5%AddedHistory
OTISOtis Worldwide CorpStock4,505$433.7K0.1%+4,505NewHistory
WMSAdvanced Drainage Systems, Inc.COM2,717$435.8K0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock4,756$454.1K0.1%+1,802+61.0%AddedHistory
TREXTrex Co IncCOM6,189$458.7K0.1%+5,452+739.8%AddedHistory
CCKCrown Holdings, Inc.COM6,465$480.9K0.1%−9,745−60.1%ReducedHistory
STSensata Technologies Holding plcSHS13,326$498.3K0.1%−1,613−10.8%ReducedHistory
BDXBecton Dickinson & CoStock2,160$504.8K0.1%+258+13.6%AddedHistory
PTCPTC Inc.Stock2,791$507.0K0.1%+342+14.0%AddedHistory
ADSKAutodesk, Inc.COM2,058$509.3K0.1%−8,342−80.2%ReducedHistory
BSXBoston Scientific CorpStock6,737$518.8K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock8,282$523.9K0.1%+3,322+67.0%AddedHistory
KAIKadant IncCOM1,864$547.6K0.1%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM400$559.0K0.1%−60−13.0%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$566.2K0.1%+6,642+53.2%AddedHistory
EWEdwards Lifesciences CorpStock6,439$594.8K0.1%00.0%UnchangedHistory
DCIDonaldson Co IncStock8,576$613.7K0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS8,204$629.0K0.1%+1,856+29.2%AddedHistory
DXCMDexcom IncCOM5,628$638.1K0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A39,335$704.9K0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM5,551$719.6K0.1%−1,349−19.6%ReducedHistory
OMCOmnicom Group Inc.COM8,287$743.3K0.1%+5,350+182.2%AddedHistory
CAGConagra Brands Inc.Stock28,882$820.8K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,484$824.4K0.2%−4,187−73.8%ReducedHistory
SGSweetgreen, Inc.COM CL A27,801$837.9K0.2%−3,842−12.1%ReducedHistory
BCCBoise Cascade CoCOM7,083$844.4K0.2%+7,083NewHistory
MRKMerck & Co., Inc.Stock6,987$865.0K0.2%+5,210+293.2%AddedHistory
ITRIItron, Inc.COM8,748$865.7K0.2%+6,575+302.6%AddedHistory
WTSWatts Water Technologies IncCL A4,961$909.7K0.2%+54+1.1%AddedHistory
CSCOCisco Systems, Inc.Stock19,969$948.7K0.2%+19,969NewHistory
NOVTNovanta IncCOM5,997$978.2K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock3,951$987.2K0.2%00.0%UnchangedHistory
AGCOAGCO CorpCOM10,440$1.02M0.2%00.0%UnchangedHistory
MPMP Materials Corp.COM CL A83,584$1.06M0.2%00.0%UnchangedHistory
ORAOrmat Technologies, Inc.COM15,026$1.08M0.2%−557−3.6%ReducedHistory
BMIBadger Meter IncCOM6,479$1.21M0.2%−52−0.8%ReducedHistory
OGNOrganon & Co.Stock60,738$1.26M0.2%+60,738NewHistory
CDNSCadence Design Systems IncStock4,436$1.37M0.2%+4,436NewHistory
DARDarling Ingredients Inc.COM37,395$1.37M0.3%00.0%UnchangedHistory
ROPRoper Technologies IncStock2,683$1.51M0.3%00.0%UnchangedHistory
APTVAptiv PLCSHS24,095$1.70M0.3%00.0%UnchangedHistory
CNMCore & Main, Inc.CL A34,961$1.71M0.3%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS171,588$1.76M0.3%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW64,791$1.84M0.3%00.0%UnchangedHistory
SFMSprouts Farmers Market, Inc.COM22,917$1.92M0.4%+1,277+5.9%AddedHistory
GEFGreif, IncCL A37,614$2.16M0.4%00.0%UnchangedHistory
ANSSAnsys IncCOM6,831$2.20M0.4%−1,500−18.0%ReducedHistory
PFEPfizer IncStock80,703$2.26M0.4%+76,736+1,934.4%AddedHistory
Cyberark Software LtdM2682V108SHS8,460$2.31M0.4%+595+7.6%Added–
ENPHEnphase Energy, Inc.Stock24,149$2.41M0.4%−365−1.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM22,868$2.52M0.5%00.0%UnchangedHistory
ONOn Semiconductor CorpStock37,992$2.60M0.5%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock40,232$2.76M0.5%00.0%UnchangedHistory
FLEXFlex Ltd.Stock94,462$2.79M0.5%+1,358+1.5%AddedHistory
LULUlululemon athletica inc.Stock9,719$2.90M0.5%+1,483+18.0%AddedHistory
ROKRockwell Automation, IncStock10,611$2.92M0.5%00.0%UnchangedHistory
ORCLOracle CorpStock20,900$2.95M0.5%+18,794+892.4%AddedHistory
VZVerizon Communications IncStock72,862$3.00M0.5%+72,862NewHistory
EBAYeBay IncCOM58,362$3.14M0.6%−151−0.3%ReducedHistory
ZTSZoetis Inc.Stock18,211$3.16M0.6%00.0%UnchangedHistory
EXPOExponent IncCOM33,198$3.16M0.6%−910−2.7%ReducedHistory
GDDYGoDaddy Inc.CL A23,297$3.25M0.6%00.0%UnchangedHistory
GNTXGentex CorpCOM99,040$3.34M0.6%00.0%UnchangedHistory
ALVAutoliv IncCOM31,586$3.38M0.6%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock10,150$3.44M0.6%+10,150NewHistory
NEENextera Energy IncStock49,757$3.52M0.6%+43,814+737.2%AddedHistory
PWRQuanta Services, Inc.COM14,200$3.61M0.7%−2,400−14.5%ReducedHistory
WDAYWorkday, Inc.CL A16,368$3.66M0.7%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM146,131$3.83M0.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock15,084$3.88M0.7%00.0%UnchangedHistory
IEXIdex CorpCOM19,800$3.98M0.7%00.0%UnchangedHistory
LINLinde PLCStock9,119$4.00M0.7%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A38,649$4.11M0.8%+7,850+25.5%AddedHistory
CMGChipotle Mexican Grill IncCOM68,100$4.27M0.8%+550+0.8%AddedConverted for a 50-for-1 splitHistory
NOWServiceNow, Inc.Stock5,599$4.40M0.8%+387+7.4%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG174,653$4.96M0.9%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock22,823$5.15M0.9%−8,913−28.1%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM55,875$5.32M1.0%+3,056+5.8%AddedHistory

Sold out since Q1 2024 (28)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Mirova sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SRCLStericycle IncCOM47,345$2.50M0.4%History
PODDInsulet CorpStock5,076$870.0K0.2%History
ESEversource EnergyStock6,142$367.1K0.1%History
PLDPrologis, Inc.REIT2,619$341.0K0.1%History
BMYBristol Myers Squibb CoStock4,452$241.4K<0.1%History
ABBVAbbVie Inc.Stock1,249$227.4K<0.1%History
ELVElevance Health, Inc.Stock429$222.5K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM221$212.7K<0.1%History
CICigna GroupStock558$202.7K<0.1%History
HCAHCA Healthcare, Inc.COM430$143.4K<0.1%History
WELLWelltower Inc.REIT1,283$119.9K<0.1%History
FLNCFluence Energy, Inc.COM CL A6,207$107.6K<0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN3,407$102.5K<0.1%History
EIXEdison InternationalStock1,202$85.0K<0.1%History
CNCCentene CorpStock1,057$83.0K<0.1%History
HPEHewlett Packard Enterprise CoCOM4,666$82.7K<0.1%History
AVBAvalonbay Communities IncCOM440$81.6K<0.1%History
HUMHumana IncStock232$80.4K<0.1%History
MRNAModerna, Inc.Stock741$79.0K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM571$73.6K<0.1%History
BIIBBiogen Inc.COM327$70.5K<0.1%History
VMRKVivmark ResidentialSH BEN INT971$61.3K<0.1%History
SHLSShoals Technologies Group, Inc.CL A5,372$60.1K<0.1%History
VTRVentas, Inc.REIT1,307$56.9K<0.1%History
DOCHealthpeak Properties, Inc.COM2,168$40.6K<0.1%History
NOVASunnova Energy International Inc.COM5,128$31.4K<0.1%History
PLUGPlug Power IncStock7,335$25.2K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A10,284$19.5K<0.1%History