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 |
|---|---|---|---|---|---|---|---|
| WSTWest Pharmaceutical Services Inc | COM | 155 | $34.7K | <0.1% | 00.0% | Unchanged | History |
| HAINHain Celestial Group Inc | COM | 9,366 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 480 | $42.3K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $48.8K | <0.1% | −5,619−79.2% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 1,808 | $56.5K | <0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 177 | $65.2K | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 1,256 | $65.4K | <0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 460 | $80.8K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,143 | $82.8K | <0.1% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 733 | $88.2K | <0.1% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 416 | $93.1K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 1,106 | $105.6K | <0.1% | +210+23.4% | Added | History |
| AMGNAmgen Inc | Stock | 371 | $115.6K | <0.1% | 00.0% | Unchanged | History |
| STLDSteel Dynamics Inc | COM | 1,024 | $128.1K | <0.1% | 00.0% | Unchanged | History |
| SWSmurfit Westrock plc | Stock | 3,143 | $141.6K | <0.1% | 00.0% | Unchanged | History |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $164.6K | <0.1% | +16,530+95.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 701 | $166.0K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 1,802 | $175.6K | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $188.7K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 6,578 | $193.6K | <0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 1,865 | $218.2K | <0.1% | 00.0% | Unchanged | History |
| VOYAVoya Financial, Inc. | COM | 4,243 | $287.5K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,255 | $292.2K | 0.1% | 00.0% | Unchanged | History |
| LKQLKQ Corp | COM | 6,949 | $295.6K | 0.1% | 00.0% | Unchanged | History |
| PLPlanet Labs PBC | COM CL A | 87,686 | $296.4K | 0.1% | +87,686 | New | History |
| AMTAmerican Tower Corp | REIT | 1,365 | $297.0K | 0.1% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 3,410 | $304.4K | 0.1% | −170−4.7% | Reduced | History |
| STSensata Technologies Holding plc | SHS | 13,326 | $323.4K | 0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 2,895 | $324.4K | 0.1% | +2,895 | New | History |
| EMBCEmbecta Corp. | Stock | 29,082 | $370.8K | 0.1% | +29,082 | New | History |
| DXCMDexcom Inc | COM | 5,596 | $382.2K | 0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $408.3K | 0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 7,287 | $435.7K | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 4,324 | $446.2K | 0.1% | 00.0% | Unchanged | History |
| GEFGreif, Inc | CL A | 8,228 | $452.5K | 0.1% | −6,629−44.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 525 | $489.6K | 0.1% | +211+67.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,149 | $492.3K | 0.1% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 16,465 | $501.7K | 0.1% | +5,565+51.1% | Added | History |
| ONONOn Holding AG | Stock | 11,554 | $507.5K | 0.1% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 20,500 | $512.9K | 0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 3,803 | $543.1K | 0.1% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $556.3K | 0.1% | −29,386−20.5% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $559.3K | 0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 2,174 | $569.2K | 0.1% | +128+6.3% | Added | History |
| DCIDonaldson Co Inc | Stock | 8,576 | $575.1K | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,519 | $582.6K | 0.1% | +58+4.0% | Added | History |
| NEONeogenomics Inc | COM NEW | 64,935 | $616.2K | 0.1% | 00.0% | Unchanged | History |
| KAIKadant Inc | COM | 1,864 | $628.0K | 0.1% | 00.0% | Unchanged | History |
| OMCOmnicom Group Inc. | COM | 7,954 | $659.5K | 0.1% | 00.0% | Unchanged | History |
| BCCBoise Cascade Co | COM | 7,083 | $694.8K | 0.1% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 10,000 | $722.0K | 0.1% | +7,072+241.5% | Added | History |
| NOVTNovanta Inc | COM | 5,997 | $766.8K | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 3,931 | $805.9K | 0.1% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 10,020 | $886.3K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 14,805 | $903.0K | 0.2% | +14,805 | New | History |
| ANSSAnsys Inc | COM | 2,907 | $920.2K | 0.2% | 00.0% | Unchanged | History |
| AGCOAGCO Corp | COM | 9,956 | $921.6K | 0.2% | 00.0% | Unchanged | History |
| APTVAptiv PLC | Stock | 16,013 | $952.8K | 0.2% | −5,000−23.8% | Reduced | History |
| PTCPTC Inc. | Stock | 6,328 | $980.5K | 0.2% | +6,000+1,829.3% | Added | History |
| ROKRockwell Automation, Inc | Stock | 3,840 | $992.2K | 0.2% | −1,200−23.8% | Reduced | History |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $999.9K | 0.2% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 5,521 | $1.13M | 0.2% | 00.0% | Unchanged | History |
| ONOn Semiconductor Corp | Stock | 29,208 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| MPMP Materials Corp. | COM CL A | 52,897 | $1.29M | 0.2% | −20,000−27.4% | Reduced | History |
| TREXTrex Co Inc | COM | 24,221 | $1.41M | 0.3% | −466−1.9% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 17,162 | $1.44M | 0.3% | 00.0% | Unchanged | History |
| CNMCore & Main, Inc. | CL A | 32,185 | $1.55M | 0.3% | −2,776−7.9% | Reduced | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 48,509 | $1.60M | 0.3% | +48,509 | New | History |
| TPCTutor Perini Corp | COM | 71,438 | $1.66M | 0.3% | +15,268+27.2% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 27,474 | $1.70M | 0.3% | 00.0% | Unchanged | History |
| ITRIItron, Inc. | COM | 16,412 | $1.72M | 0.3% | −1,946−10.6% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 3,069 | $1.78M | 0.3% | −328−9.7% | Reduced | History |
| PFEPfizer Inc | Stock | 72,215 | $1.83M | 0.3% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 13,151 | $1.84M | 0.3% | −5,197−28.3% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 68,243 | $1.91M | 0.3% | −12,000−15.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 15,754 | $1.92M | 0.3% | +2,615+19.9% | Added | History |
| PNRPENTAIR plc | SHS | 23,847 | $2.09M | 0.4% | −639−2.6% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 1,856 | $2.19M | 0.4% | −38−2.0% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 22,330 | $2.25M | 0.4% | −2,772−11.0% | Reduced | History |
| AVYAvery Dennison Corp | COM | 13,850 | $2.46M | 0.4% | −312−2.2% | Reduced | History |
| VLTOVeralto Corp | Stock | 25,428 | $2.48M | 0.4% | +3,483+15.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 40,286 | $2.49M | 0.4% | +20,732+106.0% | Added | History |
| VZVerizon Communications Inc | Stock | 56,715 | $2.57M | 0.5% | +1,004+1.8% | Added | History |
| FLEXFlex Ltd. | Stock | 84,460 | $2.79M | 0.5% | −7,000−7.7% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 95,470 | $2.80M | 0.5% | −1,014−1.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 27,173 | $2.98M | 0.5% | +8,192+43.2% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 9,239 | $3.12M | 0.6% | +500+5.7% | Added | – |
| FSLRFirst Solar, Inc. | Stock | 25,283 | $3.20M | 0.6% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 12,599 | $3.20M | 0.6% | +1,582+14.4% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 68,530 | $3.44M | 0.6% | −649−0.9% | Reduced | History |
| NEENextera Energy Inc | Stock | 49,772 | $3.53M | 0.6% | +254+0.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 53,514 | $3.53M | 0.6% | +3,097+6.1% | Added | History |
| TTEKTetra Tech Inc | COM | 120,848 | $3.53M | 0.6% | −862−0.7% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 14,901 | $3.79M | 0.7% | +2,337+18.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 22,474 | $3.83M | 0.7% | +1,440+6.8% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 25,439 | $3.88M | 0.7% | −292−1.1% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 6,643 | $3.92M | 0.7% | −21−0.3% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 150,973 | $3.92M | 0.7% | −1,878−1.2% | Reduced | History |
| ENSEnerSys | COM | 43,374 | $3.97M | 0.7% | +17,748+69.3% | Added | History |
| LULUlululemon athletica inc. | Stock | 15,684 | $4.44M | 0.8% | +33+0.2% | Added | History |