13F COMBINATION REPORT
MIROVA
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001104659-25-012934
Total Value
$579.5M
Positions
129
Other Managers
1
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THERMO FISHER SCIENTIFIC INC | TMO | 161,861 | $84.2M | 14.53% |
| 2 | ACCENTURE PLC IRELAND | ACN | 124,138 | $43.7M | 7.54% |
| 3 | ECOLAB INC | ECL | 164,556 | $38.6M | 6.65% |
| 4 | NVIDIA CORPORATION | NVDA | 231,186 | $31.0M | 5.36% |
| 5 | MICROSOFT CORP | MSFT | 65,578 | $27.6M | 4.77% |
| 6 | ELI LILLY & CO | LLY | 25,695 | $19.8M | 3.42% |
| 7 | VISA INC | V | 43,993 | $13.9M | 2.40% |
| 8 | WASTE MGMT INC DEL | 94106L109 | 63,437 | $12.8M | 2.21% |
| 9 | AMERICAN EXPRESS CO | AXP | 42,900 | $12.7M | 2.20% |
| 10 | TRIMBLE INC | TRMB | 147,289 | $10.4M | 1.80% |
| 11 | XYLEM INC | XYL | 83,983 | $9.7M | 1.68% |
| 12 | AMERICAN WTR WKS CO INC NEW | 030420103 | 77,140 | $9.6M | 1.66% |
| 13 | STRYKER CORPORATION | SYK | 25,779 | $9.3M | 1.60% |
| 14 | COLGATE PALMOLIVE CO | CL | 93,347 | $8.5M | 1.46% |
| 15 | BENTLEY SYS INC | BSY | 168,456 | $7.9M | 1.36% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 42,706 | $7.2M | 1.24% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 13,703 | $7.2M | 1.23% |
| 18 | TRANE TECHNOLOGIES PLC | TT | 19,118 | $7.1M | 1.22% |
| 19 | GENERAL MTRS CO | 37045V100 | 128,676 | $6.9M | 1.18% |
| 20 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 77,298 | $6.5M | 1.13% |
| 21 | UNION PAC CORP | UNP | 26,845 | $6.1M | 1.06% |
| 22 | SERVICENOW INC | NOW | 5,748 | $6.1M | 1.05% |
| 23 | LULULEMON ATHLETICA INC | LULU | 15,651 | $6.0M | 1.03% |
| 24 | SALESFORCE INC | CRM | 17,842 | $6.0M | 1.03% |
| 25 | EBAY INC. | EBAY | 93,212 | $5.8M | 1.00% |
| 26 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 51,770 | $5.7M | 0.99% |
| 27 | WORKDAY INC | WDAY | 21,242 | $5.5M | 0.95% |
| 28 | BADGER METER INC | BMI | 25,353 | $5.4M | 0.93% |
| 29 | IDEX CORP | 45167R104 | 25,651 | $5.4M | 0.93% |
| 30 | LINDE PLC | LIN | 12,710 | $5.3M | 0.92% |
| 31 | SUNRUN INC | RUN | 570,462 | $5.3M | 0.91% |
| 32 | MASTERCARD INCORPORATED | MA | 9,828 | $5.2M | 0.89% |
| 33 | ZOETIS INC | ZTS | 31,570 | $5.1M | 0.89% |
| 34 | EXPONENT INC | EXPO | 56,377 | $5.0M | 0.87% |
| 35 | TETRA TECH INC NEW | TTEK | 121,710 | $4.8M | 0.84% |
| 36 | GODADDY INC | GDDY | 24,038 | $4.7M | 0.82% |
| 37 | FIRST SOLAR INC | FSLR | 25,283 | $4.5M | 0.77% |
| 38 | CHIPOTLE MEXICAN GRILL INC | CMG | 69,179 | $4.2M | 0.72% |
| 39 | GRAPHIC PACKAGING HLDG CO | GPK | 152,851 | $4.2M | 0.72% |
| 40 | PALO ALTO NETWORKS INC | PANW | 21,034 | $3.8M | 0.66% |
| 41 | LAUDER ESTEE COS INC | 518439104 | 50,417 | $3.8M | 0.65% |
| 42 | CADENCE DESIGN SYSTEM INC | CDNS | 12,564 | $3.8M | 0.65% |
| 43 | NEXTERA ENERGY INC | NEE-PW | 49,518 | $3.5M | 0.61% |
| 44 | FLEX LTD | FLEX | 91,460 | $3.5M | 0.61% |
| 45 | QUANTA SVCS INC | 74762E102 | 11,017 | $3.5M | 0.60% |
| 46 | ROPER TECHNOLOGIES INC | ROP | 6,664 | $3.5M | 0.60% |
| 47 | SPROUTS FMRS MKT INC | 85208M102 | 25,731 | $3.3M | 0.56% |
| 48 | ORACLE CORP | ORCL-PD | 18,348 | $3.1M | 0.53% |
| 49 | CYBERARK SOFTWARE LTD | M2682V108 | 8,739 | $2.9M | 0.50% |
| 50 | WEYERHAEUSER CO MTN BE | WY | 96,484 | $2.7M | 0.47% |
| 51 | AVERY DENNISON CORP | AVY | 14,162 | $2.7M | 0.46% |
| 52 | PENTAIR PLC | PNR | 24,486 | $2.5M | 0.43% |
| 53 | ENERSYS | ENS | 25,626 | $2.4M | 0.41% |
| 54 | EMERSON ELEC CO | EMR | 18,981 | $2.4M | 0.41% |
| 55 | METTLER TOLEDO INTERNATIONAL | MTD | 1,894 | $2.3M | 0.40% |
| 56 | BOSTON SCIENTIFIC CORP | BSX | 25,102 | $2.2M | 0.39% |
| 57 | VERALTO CORP | VLTO | 21,945 | $2.2M | 0.39% |
| 58 | VERIZON COMMUNICATIONS INC | VZ | 55,711 | $2.2M | 0.38% |
| 59 | BROOKFIELD RENEWABLE CORP | BEPC | 80,243 | $2.2M | 0.38% |
| 60 | MONOLITHIC PWR SYS INC | 609839105 | 3,397 | $2.0M | 0.35% |
| 61 | ITRON INC | ITRI | 18,358 | $2.0M | 0.34% |
| 62 | PFIZER INC | PFE | 72,215 | $1.9M | 0.33% |
| 63 | ENPHASE ENERGY INC | ENPH | 27,474 | $1.9M | 0.33% |
| 64 | ON SEMICONDUCTOR CORP | ON | 29,208 | $1.8M | 0.32% |
| 65 | CORE & MAIN INC | CNM | 34,961 | $1.8M | 0.31% |
| 66 | TREX CO INC | TREX | 24,687 | $1.7M | 0.29% |
| 67 | TJX COS INC NEW | 872540109 | 13,139 | $1.6M | 0.27% |
| 68 | ROCKWELL AUTOMATION INC | ROK | 5,040 | $1.4M | 0.25% |
| 69 | TUTOR PERINI CORP | TPC | 56,170 | $1.4M | 0.23% |
| 70 | BANK NEW YORK MELLON CORP | 064058100 | 17,162 | $1.3M | 0.23% |
| 71 | APTIV PLC | APTV | 21,013 | $1.3M | 0.22% |
| 72 | CISCO SYS INC | CSCO | 19,554 | $1.2M | 0.20% |
| 73 | MP MATERIALS CORP | MP | 72,897 | $1.1M | 0.20% |
| 74 | WATTS WATER TECHNOLOGIES INC | WTS | 5,521 | $1.1M | 0.19% |
| 75 | NEOGENOMICS INC | NEO | 64,935 | $1.1M | 0.18% |
| 76 | ANSYS INC | 03662Q105 | 2,907 | $980,618 | 0.17% |
| 77 | AUTOLIV INC | ALV | 10,020 | $939,776 | 0.16% |
| 78 | AGCO CORP | AGCO | 9,956 | $930,687 | 0.16% |
| 79 | NOVANTA INC | NOVTU | 5,997 | $916,162 | 0.16% |
| 80 | GREIF INC | GEF-B | 14,857 | $908,060 | 0.16% |
| 81 | DANAHER CORPORATION | 235851102 | 3,931 | $902,361 | 0.16% |
| 82 | MUELLER WTR PRODS INC | 624758108 | 39,335 | $885,038 | 0.15% |
| 83 | ARRAY TECHNOLOGIES INC | ARRY | 143,622 | $867,477 | 0.15% |
| 84 | BOISE CASCADE CO DEL | BCC | 7,083 | $841,885 | 0.15% |
| 85 | OMNICOM GROUP INC | OMC | 7,954 | $684,362 | 0.12% |
| 86 | SWEETGREEN INC | SG | 20,500 | $657,230 | 0.11% |
| 87 | ADOBE INC | ADBE | 1,461 | $649,677 | 0.11% |
| 88 | OWENS CORNING NEW | OC | 3,803 | $647,727 | 0.11% |
| 89 | KADANT INC | KAI | 1,864 | $643,061 | 0.11% |
| 90 | ON HLDG AG | H5919C104 | 11,554 | $632,813 | 0.11% |
| 91 | AUTODESK INC | ADSK | 2,046 | $604,736 | 0.10% |
| 92 | DONALDSON INC | DCI | 8,576 | $577,594 | 0.10% |
| 93 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 26,459 | $564,900 | 0.10% |
| 94 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 19,129 | $513,231 | 0.09% |
| 95 | BECTON DICKINSON & CO | BDX | 2,149 | $487,544 | 0.08% |
| 96 | GENERAL MLS INC | 370334104 | 7,287 | $464,692 | 0.08% |
| 97 | DEXCOM INC | DXCM | 5,596 | $435,201 | 0.08% |
| 98 | VITAL FARMS INC | VITL | 10,900 | $410,821 | 0.07% |
| 99 | OTIS WORLDWIDE CORP | OTIS | 4,324 | $400,446 | 0.07% |
| 100 | SENSATA TECHNOLOGIES HLDG PL | ST | 13,326 | $365,132 | 0.06% |
| 101 | VERTIV HOLDINGS CO | VRT | 2,928 | $332,650 | 0.06% |
| 102 | MERCK & CO INC | MRK | 3,255 | $323,807 | 0.06% |
| 103 | CROWN HLDGS INC | CCK | 3,580 | $296,030 | 0.05% |
| 104 | VOYA FINANCIAL INC | VOYA-PB | 4,243 | $292,046 | 0.05% |
| 105 | NETFLIX INC | NFLX | 314 | $279,874 | 0.05% |
| 106 | FLUENCE ENERGY INC | FLNC | 17,406 | $276,407 | 0.05% |
| 107 | YETI HLDGS INC | YETI | 7,094 | $273,190 | 0.05% |
| 108 | LKQ CORP | LKQ | 6,949 | $255,376 | 0.04% |
| 109 | AGILENT TECHNOLOGIES INC | A | 1,865 | $250,544 | 0.04% |
| 110 | AMERICAN TOWER CORP NEW | 03027X100 | 1,365 | $250,355 | 0.04% |
| 111 | CSX CORP | CSX | 6,578 | $212,272 | 0.04% |
| 112 | CANADIAN PACIFIC KANSAS CITY | CP | 2,687 | $194,458 | 0.03% |
| 113 | CANADIAN NATL RY CO | 136375102 | 1,802 | $182,921 | 0.03% |
| 114 | SMURFIT WESTROCK PLC | SW | 3,143 | $169,282 | 0.03% |
| 115 | NORFOLK SOUTHN CORP | 655844108 | 701 | $164,525 | 0.03% |
| 116 | STEEL DYNAMICS INC | STLD | 1,024 | $116,808 | 0.02% |
| 117 | AMGEN INC | AMGN | 371 | $96,697 | 0.02% |
| 118 | SHOPIFY INC | SHOP | 896 | $95,272 | 0.02% |
| 119 | RESMED INC | RSMDF | 416 | $95,135 | 0.02% |
| 120 | DOVER CORP | DOV | 460 | $86,296 | 0.01% |
| 121 | NUCOR CORP | NUE | 733 | $85,548 | 0.01% |
| 122 | EDWARDS LIFESCIENCES CORP | EW | 1,143 | $84,616 | 0.01% |
| 123 | BALL CORP | BALL | 1,256 | $69,243 | 0.01% |
| 124 | WATERS CORP | 941848103 | 177 | $65,663 | 0.01% |
| 125 | DARLING INGREDIENTS INC | DAR | 1,808 | $60,912 | 0.01% |
| 126 | PTC INC | PTC | 328 | $60,309 | 0.01% |
| 127 | HAIN CELESTIAL GROUP INC | HAIN | 9,366 | $57,601 | 0.01% |
| 128 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 155 | $50,772 | 0.01% |
| 129 | EASTMAN CHEM CO | EMN | 480 | $43,834 | 0.01% |