Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 134
- +5 vs. Q4 2024
- Portfolio value
- $555.9M
- −$23.6M (−4.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 151,451 | $75.4M | 13.6% | −10,410−6.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 159,076 | $40.3M | 7.3% | −5,480−3.3% | Reduced | History |
| ACNAccenture plc | Stock | 119,678 | $37.3M | 6.7% | −4,460−3.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 237,091 | $25.7M | 4.6% | +5,905+2.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 67,821 | $25.5M | 4.6% | +2,243+3.4% | Added | History |
| LLYEli Lilly & Co | Stock | 26,725 | $22.1M | 4.0% | +1,030+4.0% | Added | History |
| VVisa Inc. | Stock | 44,974 | $15.8M | 2.8% | +981+2.2% | Added | History |
| WMWaste Management Inc | Stock | 65,072 | $15.1M | 2.7% | +1,635+2.6% | Added | History |
| AXPAmerican Express Co | Stock | 45,785 | $12.3M | 2.2% | +2,885+6.7% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 79,778 | $11.8M | 2.1% | +2,638+3.4% | Added | History |
| XYLXylem Inc. | COM | 86,221 | $10.3M | 1.9% | +2,238+2.7% | Added | History |
| SYKStryker Corp | Stock | 26,136 | $9.73M | 1.8% | +357+1.4% | Added | History |
| TRMBTrimble Inc. | COM | 137,248 | $9.01M | 1.6% | −10,041−6.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 45,076 | $7.68M | 1.4% | +2,370+5.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 14,267 | $7.07M | 1.3% | +564+4.1% | Added | History |
| BSYBentley Systems Inc | COM CL B | 175,597 | $6.91M | 1.2% | +7,141+4.2% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 53,755 | $6.83M | 1.2% | +1,985+3.8% | Added | History |
| CLColgate Palmolive Co | Stock | 72,260 | $6.77M | 1.2% | −21,087−22.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 28,479 | $6.73M | 1.2% | +1,634+6.1% | Added | History |
| LINLinde PLC | Stock | 13,733 | $6.39M | 1.2% | +1,023+8.0% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 81,982 | $6.36M | 1.1% | +4,684+6.1% | Added | History |
| GMGeneral Motors Co | COM | 133,969 | $6.30M | 1.1% | +5,293+4.1% | Added | History |
| EBAYeBay Inc | COM | 89,399 | $6.05M | 1.1% | −3,813−4.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 22,454 | $5.24M | 0.9% | +1,212+5.7% | Added | History |
| ZTSZoetis Inc. | Stock | 31,221 | $5.14M | 0.9% | −349−1.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 18,858 | $5.06M | 0.9% | +1,016+5.7% | Added | History |
| MAMastercard Inc | Stock | 8,751 | $4.80M | 0.9% | −1,077−11.0% | Reduced | History |
| BMIBadger Meter Inc | COM | 25,143 | $4.78M | 0.9% | −210−0.8% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 5,990 | $4.77M | 0.9% | +242+4.2% | Added | History |
| RUNSunrun Inc. | COM | 798,129 | $4.68M | 0.8% | +227,667+39.9% | Added | History |
| IEXIdex Corp | COM | 25,297 | $4.58M | 0.8% | −354−1.4% | Reduced | History |
| EXPOExponent Inc | COM | 56,377 | $4.57M | 0.8% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 25,272 | $4.55M | 0.8% | +1,234+5.1% | Added | History |
| TTTrane Technologies plc | SHS | 13,290 | $4.48M | 0.8% | −5,828−30.5% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 15,684 | $4.44M | 0.8% | +33+0.2% | Added | History |
| ENSEnerSys | COM | 43,374 | $3.97M | 0.7% | +17,748+69.3% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 150,973 | $3.92M | 0.7% | −1,878−1.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 6,643 | $3.92M | 0.7% | −21−0.3% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 25,439 | $3.88M | 0.7% | −292−1.1% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 22,474 | $3.83M | 0.7% | +1,440+6.8% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 14,901 | $3.79M | 0.7% | +2,337+18.6% | Added | History |
| TTEKTetra Tech Inc | COM | 120,848 | $3.53M | 0.6% | −862−0.7% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 53,514 | $3.53M | 0.6% | +3,097+6.1% | Added | History |
| NEENextera Energy Inc | Stock | 49,772 | $3.53M | 0.6% | +254+0.5% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 68,530 | $3.44M | 0.6% | −649−0.9% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 12,599 | $3.20M | 0.6% | +1,582+14.4% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 25,283 | $3.20M | 0.6% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 9,239 | $3.12M | 0.6% | +500+5.7% | Added | – |
| EMREmerson Electric Co | Stock | 27,173 | $2.98M | 0.5% | +8,192+43.2% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 95,470 | $2.80M | 0.5% | −1,014−1.1% | Reduced | History |
| FLEXFlex Ltd. | Stock | 84,460 | $2.79M | 0.5% | −7,000−7.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 56,715 | $2.57M | 0.5% | +1,004+1.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 40,286 | $2.49M | 0.4% | +20,732+106.0% | Added | History |
| VLTOVeralto Corp | Stock | 25,428 | $2.48M | 0.4% | +3,483+15.9% | Added | History |
| AVYAvery Dennison Corp | COM | 13,850 | $2.46M | 0.4% | −312−2.2% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 22,330 | $2.25M | 0.4% | −2,772−11.0% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 1,856 | $2.19M | 0.4% | −38−2.0% | Reduced | History |
| PNRPENTAIR plc | SHS | 23,847 | $2.09M | 0.4% | −639−2.6% | Reduced | History |
| TJXTJX Companies Inc | Stock | 15,754 | $1.92M | 0.3% | +2,615+19.9% | Added | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 68,243 | $1.91M | 0.3% | −12,000−15.0% | Reduced | History |
| ORCLOracle Corp | Stock | 13,151 | $1.84M | 0.3% | −5,197−28.3% | Reduced | History |
| PFEPfizer Inc | Stock | 72,215 | $1.83M | 0.3% | 00.0% | Unchanged | History |
| MPWRMonolithic Power Systems, Inc. | COM | 3,069 | $1.78M | 0.3% | −328−9.7% | Reduced | History |
| ITRIItron, Inc. | COM | 16,412 | $1.72M | 0.3% | −1,946−10.6% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 27,474 | $1.70M | 0.3% | 00.0% | Unchanged | History |
| TPCTutor Perini Corp | COM | 71,438 | $1.66M | 0.3% | +15,268+27.2% | Added | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 48,509 | $1.60M | 0.3% | +48,509 | New | History |
| CNMCore & Main, Inc. | CL A | 32,185 | $1.55M | 0.3% | −2,776−7.9% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 17,162 | $1.44M | 0.3% | 00.0% | Unchanged | History |
| TREXTrex Co Inc | COM | 24,221 | $1.41M | 0.3% | −466−1.9% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 52,897 | $1.29M | 0.2% | −20,000−27.4% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 29,208 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 5,521 | $1.13M | 0.2% | 00.0% | Unchanged | History |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $999.9K | 0.2% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 3,840 | $992.2K | 0.2% | −1,200−23.8% | Reduced | History |
| PTCPTC Inc. | Stock | 6,328 | $980.5K | 0.2% | +6,000+1,829.3% | Added | History |
| APTVAptiv PLC | Stock | 16,013 | $952.8K | 0.2% | −5,000−23.8% | Reduced | History |
| AGCOAGCO Corp | COM | 9,956 | $921.6K | 0.2% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 2,907 | $920.2K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 14,805 | $903.0K | 0.2% | +14,805 | New | History |
| ALVAutoliv Inc | COM | 10,020 | $886.3K | 0.2% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 3,931 | $805.9K | 0.1% | 00.0% | Unchanged | History |
| NOVTNovanta Inc | COM | 5,997 | $766.8K | 0.1% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 10,000 | $722.0K | 0.1% | +7,072+241.5% | Added | History |
| BCCBoise Cascade Co | COM | 7,083 | $694.8K | 0.1% | 00.0% | Unchanged | History |
| OMCOmnicom Group Inc. | COM | 7,954 | $659.5K | 0.1% | 00.0% | Unchanged | History |
| KAIKadant Inc | COM | 1,864 | $628.0K | 0.1% | 00.0% | Unchanged | History |
| NEONeogenomics Inc | COM NEW | 64,935 | $616.2K | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,519 | $582.6K | 0.1% | +58+4.0% | Added | History |
| DCIDonaldson Co Inc | Stock | 8,576 | $575.1K | 0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 2,174 | $569.2K | 0.1% | +128+6.3% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $559.3K | 0.1% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $556.3K | 0.1% | −29,386−20.5% | Reduced | History |
| OCOwens Corning | Stock | 3,803 | $543.1K | 0.1% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 20,500 | $512.9K | 0.1% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 11,554 | $507.5K | 0.1% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 16,465 | $501.7K | 0.1% | +5,565+51.1% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,149 | $492.3K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 525 | $489.6K | 0.1% | +211+67.2% | Added | History |
| GEFGreif, Inc | CL A | 8,228 | $452.5K | 0.1% | −6,629−44.6% | Reduced | History |