Skip to main content
Livermore
Livermore
ZHEN

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.

Institution overview
Positions
129
+9 vs. Q3 2024
Portfolio value
$579.5M
+$838.4K (+0.1%) vs. Q3 2024
Filed
Feb 13, 2025
SEC
Holdings of Mirova in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
EMNEastman Chemical CoStock480$43.8K<0.1%−1,359−73.9%ReducedHistory
WSTWest Pharmaceutical Services IncCOM155$50.8K<0.1%−6−3.7%ReducedHistory
HAINHain Celestial Group IncCOM9,366$57.6K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock328$60.3K<0.1%−14−4.1%ReducedHistory
DARDarling Ingredients Inc.COM1,808$60.9K<0.1%−14,874−89.2%ReducedHistory
WATWaters CorpCOM177$65.7K<0.1%−7−3.8%ReducedHistory
BALLBALL CorpCOM1,256$69.2K<0.1%−53−4.0%ReducedHistory
EWEdwards Lifesciences CorpStock1,143$84.6K<0.1%−5,296−82.2%ReducedHistory
NUENucor CorpCOM733$85.5K<0.1%−31−4.1%ReducedHistory
DOVDOVER CorpCOM460$86.3K<0.1%−20−4.2%ReducedHistory
RMDResmed IncCOM416$95.1K<0.1%−18−4.1%ReducedHistory
SHOPShopify Inc.Stock896$95.3K<0.1%−38−4.1%ReducedHistory
AMGNAmgen IncStock371$96.7K<0.1%−16−4.1%ReducedHistory
STLDSteel Dynamics IncCOM1,024$116.8K<0.1%−43−4.0%ReducedHistory
NSCNorfolk Southern CorpStock701$164.5K<0.1%−30−4.1%ReducedHistory
SWSmurfit Westrock plcStock3,143$169.3K<0.1%−132−4.0%ReducedHistory
CNICanadian National Railway CoStock1,802$182.9K<0.1%−76−4.0%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,687$194.5K<0.1%−113−4.0%ReducedHistory
CSXCSX CorpStock6,578$212.3K<0.1%−275−4.0%ReducedHistory
AMTAmerican Tower CorpREIT1,365$250.4K<0.1%−58−4.1%ReducedHistory
AAgilent Technologies, Inc.COM1,865$250.5K<0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM6,949$255.4K<0.1%−216−3.0%ReducedHistory
YETIYETI Holdings, Inc.COM7,094$273.2K<0.1%−626−8.1%ReducedHistory
FLNCFluence Energy, Inc.COM CL A17,406$276.4K<0.1%+17,406NewHistory
NFLXNetflix IncStock314$279.9K<0.1%+314NewHistory
VOYAVoya Financial, Inc.COM4,243$292.0K0.1%+4,243NewHistory
CCKCrown Holdings, Inc.COM3,580$296.0K0.1%−1,123−23.9%ReducedHistory
MRKMerck & Co., Inc.Stock3,255$323.8K0.1%−3,732−53.4%ReducedHistory
VRTVertiv Holdings CoCOM CL A2,928$332.6K0.1%+2,928NewHistory
STSensata Technologies Holding plcSHS13,326$365.1K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,324$400.4K0.1%−181−4.0%ReducedHistory
VITLVital Farms, Inc.COM10,900$410.8K0.1%+10,900NewHistory
DXCMDexcom IncCOM5,596$435.2K0.1%−32−0.6%ReducedHistory
GISGeneral Mills IncStock7,287$464.7K0.1%−134−1.8%ReducedHistory
BDXBecton Dickinson & CoStock2,149$487.5K0.1%−11−0.5%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$513.2K0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM26,459$564.9K0.1%+26,459NewHistory
DCIDonaldson Co IncStock8,576$577.6K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM2,046$604.7K0.1%−12−0.6%ReducedHistory
ONONOn Holding AGStock11,554$632.8K0.1%+11,554NewHistory
KAIKadant IncCOM1,864$643.1K0.1%00.0%UnchangedHistory
OCOwens CorningStock3,803$647.7K0.1%+3,803NewHistory
ADBEAdobe Inc.Stock1,461$649.7K0.1%−23−1.5%ReducedHistory
SGSweetgreen, Inc.COM CL A20,500$657.2K0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM7,954$684.4K0.1%−333−4.0%ReducedHistory
BCCBoise Cascade CoCOM7,083$841.9K0.1%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS143,622$867.5K0.1%−7,966−5.3%ReducedHistory
MWAMueller Water Products, Inc.COM SER A39,335$885.0K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock3,931$902.4K0.2%−20−0.5%ReducedHistory
GEFGreif, IncCL A14,857$908.1K0.2%00.0%UnchangedHistory
NOVTNovanta IncCOM5,997$916.2K0.2%00.0%UnchangedHistory
AGCOAGCO CorpCOM9,956$930.7K0.2%00.0%UnchangedHistory
ALVAutoliv IncCOM10,020$939.8K0.2%−21,566−68.3%ReducedHistory
ANSSAnsys IncCOM2,907$980.6K0.2%−424−12.7%ReducedHistory
NEONeogenomics IncCOM NEW64,935$1.07M0.2%+64,935NewHistory
WTSWatts Water Technologies IncCL A5,521$1.12M0.2%+133+2.5%AddedHistory
MPMP Materials Corp.COM CL A72,897$1.14M0.2%−10,687−12.8%ReducedHistory
CSCOCisco Systems, Inc.Stock19,554$1.16M0.2%−415−2.1%ReducedHistory
APTVAptiv PLCStock21,013$1.27M0.2%−3,082−12.8%ReducedHistory
BNYBank of New York Mellon CorpStock17,162$1.32M0.2%+17,162NewHistory
TPCTutor Perini CorpCOM56,170$1.36M0.2%+56,170NewHistory
ROKRockwell Automation, IncStock5,040$1.44M0.2%−3,388−40.2%ReducedHistory
TJXTJX Companies IncStock13,139$1.59M0.3%+13,139NewHistory
TREXTrex Co IncCOM24,687$1.70M0.3%+18,198+280.4%AddedHistory
CNMCore & Main, Inc.CL A34,961$1.78M0.3%00.0%UnchangedHistory
ONOn Semiconductor CorpStock29,208$1.84M0.3%−4,284−12.8%ReducedHistory
ENPHEnphase Energy, Inc.Stock27,474$1.89M0.3%+3,325+13.8%AddedHistory
PFEPfizer IncStock72,215$1.92M0.3%−8,488−10.5%ReducedHistory
ITRIItron, Inc.COM18,358$1.99M0.3%−8,433−31.5%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM3,397$2.01M0.3%+3,242+2,091.6%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG80,243$2.22M0.4%−21,764−21.3%ReducedHistory
VZVerizon Communications IncStock55,711$2.23M0.4%−17,151−23.5%ReducedHistory
VLTOVeralto CorpStock21,945$2.24M0.4%+18,014+458.3%AddedHistory
BSXBoston Scientific CorpStock25,102$2.24M0.4%−2,661−9.6%ReducedHistory
MTDMettler Toledo International IncCOM1,894$2.32M0.4%+1,494+373.5%AddedHistory
EMREmerson Electric CoStock18,981$2.35M0.4%+8,520+81.4%AddedHistory
ENSEnerSysCOM25,626$2.37M0.4%+25,626NewHistory
PNRPENTAIR plcSHS24,486$2.46M0.4%+17,469+249.0%AddedHistory
AVYAvery Dennison CorpCOM14,162$2.65M0.5%+12,156+606.0%AddedHistory
WYWeyerhaeuser CoCOM NEW96,484$2.72M0.5%+31,693+48.9%AddedHistory
Cyberark Software LtdM2682V108SHS8,739$2.91M0.5%+279+3.3%Added–
ORCLOracle CorpStock18,348$3.06M0.5%−2,552−12.2%ReducedHistory
SFMSprouts Farmers Market, Inc.COM25,731$3.27M0.6%+3,296+14.7%AddedHistory
ROPRoper Technologies IncStock6,664$3.46M0.6%+3,906+141.6%AddedHistory
PWRQuanta Services, Inc.COM11,017$3.48M0.6%−3,183−22.4%ReducedHistory
FLEXFlex Ltd.Stock91,460$3.51M0.6%−9,233−9.2%ReducedHistory
NEENextera Energy IncStock49,518$3.55M0.6%−239−0.5%ReducedHistory
CDNSCadence Design Systems IncStock12,564$3.77M0.7%+5,951+90.0%AddedHistory
ELEstee Lauder Companies IncCL A50,417$3.78M0.7%+1,863+3.8%AddedHistory
PANWPalo Alto Networks IncStock21,034$3.83M0.7%+734+3.6%AddedConverted for a 2-for-1 splitHistory
GPKGraphic Packaging Holding CoCOM152,851$4.15M0.7%+44,585+41.2%AddedHistory
CMGChipotle Mexican Grill IncCOM69,179$4.17M0.7%+15,285+28.4%AddedHistory
FSLRFirst Solar, Inc.Stock25,283$4.46M0.8%−990−3.8%ReducedHistory
GDDYGoDaddy Inc.CL A24,038$4.74M0.8%+741+3.2%AddedHistory
TTEKTetra Tech IncCOM121,710$4.85M0.8%+10,455+9.4%AddedHistory
EXPOExponent IncCOM56,377$5.02M0.9%−3,293−5.5%ReducedHistory
ZTSZoetis Inc.Stock31,570$5.14M0.9%+13,641+76.1%AddedHistory
MAMastercard IncStock9,828$5.18M0.9%−2,324−19.1%ReducedHistory
RUNSunrun Inc.COM570,462$5.28M0.9%+113,085+24.7%AddedHistory
LINLinde PLCStock12,710$5.32M0.9%+3,091+32.1%AddedHistory

Sold out since Q3 2024 (4)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Mirova sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
GILDGilead Sciences, Inc.Stock40,232$3.37M0.6%History
GNTXGentex CorpCOM99,040$2.94M0.5%History
OGNOrganon & Co.Stock60,738$1.16M0.2%History
ORAOrmat Technologies, Inc.COM13,470$1.04M0.2%History