Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 129
- +9 vs. Q3 2024
- Portfolio value
- $579.5M
- +$838.4K (+0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 161,861 | $84.2M | 14.5% | +2,390+1.5% | Added | History |
| ACNAccenture plc | Stock | 124,138 | $43.7M | 7.5% | −8,329−6.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 164,556 | $38.6M | 6.7% | +9,913+6.4% | Added | History |
| NVDANVIDIA Corp | Stock | 231,186 | $31.0M | 5.4% | +4,851+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 65,578 | $27.6M | 4.8% | +5,512+9.2% | Added | History |
| LLYEli Lilly & Co | Stock | 25,695 | $19.8M | 3.4% | +2,482+10.7% | Added | History |
| VVisa Inc. | Stock | 43,993 | $13.9M | 2.4% | −2,287−4.9% | Reduced | History |
| WMWaste Management Inc | Stock | 63,437 | $12.8M | 2.2% | −510−0.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 42,900 | $12.7M | 2.2% | +943+2.2% | Added | History |
| TRMBTrimble Inc. | COM | 147,289 | $10.4M | 1.8% | −2,685−1.8% | Reduced | History |
| XYLXylem Inc. | COM | 83,983 | $9.74M | 1.7% | +17,918+27.1% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 77,140 | $9.60M | 1.7% | +21,967+39.8% | Added | History |
| SYKStryker Corp | Stock | 25,779 | $9.28M | 1.6% | −676−2.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 93,347 | $8.49M | 1.5% | +6,693+7.7% | Added | History |
| BSYBentley Systems Inc | COM CL B | 168,456 | $7.87M | 1.4% | +22,872+15.7% | Added | History |
| PGProcter & Gamble Co | Stock | 42,706 | $7.16M | 1.2% | −24,694−36.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 13,703 | $7.15M | 1.2% | +486+3.7% | Added | History |
| TTTrane Technologies plc | SHS | 19,118 | $7.06M | 1.2% | −2,802−12.8% | Reduced | History |
| GMGeneral Motors Co | COM | 128,676 | $6.85M | 1.2% | +2,933+2.3% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 77,298 | $6.54M | 1.1% | +2,777+3.7% | Added | History |
| UNPUnion Pacific Corp | Stock | 26,845 | $6.12M | 1.1% | +848+3.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,748 | $6.09M | 1.1% | +149+2.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 15,651 | $5.99M | 1.0% | +5,932+61.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 17,842 | $5.97M | 1.0% | +2,758+18.3% | Added | History |
| EBAYeBay Inc | COM | 93,212 | $5.77M | 1.0% | +25,205+37.1% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 51,770 | $5.74M | 1.0% | +20,760+66.9% | Added | History |
| WDAYWorkday, Inc. | CL A | 21,242 | $5.48M | 0.9% | +729+3.6% | Added | History |
| BMIBadger Meter Inc | COM | 25,353 | $5.38M | 0.9% | +7,137+39.2% | Added | History |
| IEXIdex Corp | COM | 25,651 | $5.37M | 0.9% | +6,218+32.0% | Added | History |
| LINLinde PLC | Stock | 12,710 | $5.32M | 0.9% | +3,091+32.1% | Added | History |
| RUNSunrun Inc. | COM | 570,462 | $5.28M | 0.9% | +113,085+24.7% | Added | History |
| MAMastercard Inc | Stock | 9,828 | $5.18M | 0.9% | −2,324−19.1% | Reduced | History |
| ZTSZoetis Inc. | Stock | 31,570 | $5.14M | 0.9% | +13,641+76.1% | Added | History |
| EXPOExponent Inc | COM | 56,377 | $5.02M | 0.9% | −3,293−5.5% | Reduced | History |
| TTEKTetra Tech Inc | COM | 121,710 | $4.85M | 0.8% | +10,455+9.4% | Added | History |
| GDDYGoDaddy Inc. | CL A | 24,038 | $4.74M | 0.8% | +741+3.2% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 25,283 | $4.46M | 0.8% | −990−3.8% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 69,179 | $4.17M | 0.7% | +15,285+28.4% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 152,851 | $4.15M | 0.7% | +44,585+41.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 21,034 | $3.83M | 0.7% | +734+3.6% | AddedConverted for a 2-for-1 split | History |
| ELEstee Lauder Companies Inc | CL A | 50,417 | $3.78M | 0.7% | +1,863+3.8% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 12,564 | $3.77M | 0.7% | +5,951+90.0% | Added | History |
| NEENextera Energy Inc | Stock | 49,518 | $3.55M | 0.6% | −239−0.5% | Reduced | History |
| FLEXFlex Ltd. | Stock | 91,460 | $3.51M | 0.6% | −9,233−9.2% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 11,017 | $3.48M | 0.6% | −3,183−22.4% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 6,664 | $3.46M | 0.6% | +3,906+141.6% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 25,731 | $3.27M | 0.6% | +3,296+14.7% | Added | History |
| ORCLOracle Corp | Stock | 18,348 | $3.06M | 0.5% | −2,552−12.2% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 8,739 | $2.91M | 0.5% | +279+3.3% | Added | – |
| WYWeyerhaeuser Co | COM NEW | 96,484 | $2.72M | 0.5% | +31,693+48.9% | Added | History |
| AVYAvery Dennison Corp | COM | 14,162 | $2.65M | 0.5% | +12,156+606.0% | Added | History |
| PNRPENTAIR plc | SHS | 24,486 | $2.46M | 0.4% | +17,469+249.0% | Added | History |
| ENSEnerSys | COM | 25,626 | $2.37M | 0.4% | +25,626 | New | History |
| EMREmerson Electric Co | Stock | 18,981 | $2.35M | 0.4% | +8,520+81.4% | Added | History |
| MTDMettler Toledo International Inc | COM | 1,894 | $2.32M | 0.4% | +1,494+373.5% | Added | History |
| BSXBoston Scientific Corp | Stock | 25,102 | $2.24M | 0.4% | −2,661−9.6% | Reduced | History |
| VLTOVeralto Corp | Stock | 21,945 | $2.24M | 0.4% | +18,014+458.3% | Added | History |
| VZVerizon Communications Inc | Stock | 55,711 | $2.23M | 0.4% | −17,151−23.5% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 80,243 | $2.22M | 0.4% | −21,764−21.3% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 3,397 | $2.01M | 0.3% | +3,242+2,091.6% | Added | History |
| ITRIItron, Inc. | COM | 18,358 | $1.99M | 0.3% | −8,433−31.5% | Reduced | History |
| PFEPfizer Inc | Stock | 72,215 | $1.92M | 0.3% | −8,488−10.5% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 27,474 | $1.89M | 0.3% | +3,325+13.8% | Added | History |
| ONOn Semiconductor Corp | Stock | 29,208 | $1.84M | 0.3% | −4,284−12.8% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 34,961 | $1.78M | 0.3% | 00.0% | Unchanged | History |
| TREXTrex Co Inc | COM | 24,687 | $1.70M | 0.3% | +18,198+280.4% | Added | History |
| TJXTJX Companies Inc | Stock | 13,139 | $1.59M | 0.3% | +13,139 | New | History |
| ROKRockwell Automation, Inc | Stock | 5,040 | $1.44M | 0.2% | −3,388−40.2% | Reduced | History |
| TPCTutor Perini Corp | COM | 56,170 | $1.36M | 0.2% | +56,170 | New | History |
| BNYBank of New York Mellon Corp | Stock | 17,162 | $1.32M | 0.2% | +17,162 | New | History |
| APTVAptiv PLC | Stock | 21,013 | $1.27M | 0.2% | −3,082−12.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 19,554 | $1.16M | 0.2% | −415−2.1% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 72,897 | $1.14M | 0.2% | −10,687−12.8% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 5,521 | $1.12M | 0.2% | +133+2.5% | Added | History |
| NEONeogenomics Inc | COM NEW | 64,935 | $1.07M | 0.2% | +64,935 | New | History |
| ANSSAnsys Inc | COM | 2,907 | $980.6K | 0.2% | −424−12.7% | Reduced | History |
| ALVAutoliv Inc | COM | 10,020 | $939.8K | 0.2% | −21,566−68.3% | Reduced | History |
| AGCOAGCO Corp | COM | 9,956 | $930.7K | 0.2% | 00.0% | Unchanged | History |
| NOVTNovanta Inc | COM | 5,997 | $916.2K | 0.2% | 00.0% | Unchanged | History |
| GEFGreif, Inc | CL A | 14,857 | $908.1K | 0.2% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 3,931 | $902.4K | 0.2% | −20−0.5% | Reduced | History |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $885.0K | 0.2% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 143,622 | $867.5K | 0.1% | −7,966−5.3% | Reduced | History |
| BCCBoise Cascade Co | COM | 7,083 | $841.9K | 0.1% | 00.0% | Unchanged | History |
| OMCOmnicom Group Inc. | COM | 7,954 | $684.4K | 0.1% | −333−4.0% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 20,500 | $657.2K | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,461 | $649.7K | 0.1% | −23−1.5% | Reduced | History |
| OCOwens Corning | Stock | 3,803 | $647.7K | 0.1% | +3,803 | New | History |
| KAIKadant Inc | COM | 1,864 | $643.1K | 0.1% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 11,554 | $632.8K | 0.1% | +11,554 | New | History |
| ADSKAutodesk, Inc. | COM | 2,046 | $604.7K | 0.1% | −12−0.6% | Reduced | History |
| DCIDonaldson Co Inc | Stock | 8,576 | $577.6K | 0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $564.9K | 0.1% | +26,459 | New | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $513.2K | 0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 2,149 | $487.5K | 0.1% | −11−0.5% | Reduced | History |
| GISGeneral Mills Inc | Stock | 7,287 | $464.7K | 0.1% | −134−1.8% | Reduced | History |
| DXCMDexcom Inc | COM | 5,596 | $435.2K | 0.1% | −32−0.6% | Reduced | History |
| VITLVital Farms, Inc. | COM | 10,900 | $410.8K | 0.1% | +10,900 | New | History |
| OTISOtis Worldwide Corp | Stock | 4,324 | $400.4K | 0.1% | −181−4.0% | Reduced | History |
| STSensata Technologies Holding plc | SHS | 13,326 | $365.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 40,232 | $3.37M | 0.6% | History |
| GNTXGentex Corp | COM | 99,040 | $2.94M | 0.5% | History |
| OGNOrganon & Co. | Stock | 60,738 | $1.16M | 0.2% | History |
| ORAOrmat Technologies, Inc. | COM | 13,470 | $1.04M | 0.2% | History |