13F COMBINATION REPORT
MIROVA
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001104659-25-048487
Total Value
$555.9M
Positions
134
Other Managers
1
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THERMO FISHER SCIENTIFIC INC | TMO | 151,451 | $75.4M | 13.56% |
| 2 | ECOLAB INC | ECL | 159,076 | $40.3M | 7.25% |
| 3 | ACCENTURE PLC IRELAND | ACN | 119,678 | $37.3M | 6.72% |
| 4 | NVIDIA CORPORATION | NVDA | 237,091 | $25.7M | 4.62% |
| 5 | MICROSOFT CORP | MSFT | 67,821 | $25.5M | 4.58% |
| 6 | ELI LILLY & CO | LLY | 26,725 | $22.1M | 3.97% |
| 7 | VISA INC | V | 44,974 | $15.8M | 2.84% |
| 8 | WASTE MGMT INC DEL | 94106L109 | 65,072 | $15.1M | 2.71% |
| 9 | AMERICAN EXPRESS CO | AXP | 45,785 | $12.3M | 2.22% |
| 10 | AMERICAN WTR WKS CO INC NEW | 030420103 | 79,778 | $11.8M | 2.12% |
| 11 | XYLEM INC | XYL | 86,221 | $10.3M | 1.85% |
| 12 | STRYKER CORPORATION | SYK | 26,136 | $9.7M | 1.75% |
| 13 | TRIMBLE INC | TRMB | 137,248 | $9.0M | 1.62% |
| 14 | PROCTER AND GAMBLE CO | 742718109 | 45,076 | $7.7M | 1.38% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 14,267 | $7.1M | 1.27% |
| 16 | BENTLEY SYS INC | BSY | 175,597 | $6.9M | 1.24% |
| 17 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 53,755 | $6.8M | 1.23% |
| 18 | COLGATE PALMOLIVE CO | CL | 72,260 | $6.8M | 1.22% |
| 19 | UNION PAC CORP | UNP | 28,479 | $6.7M | 1.21% |
| 20 | LINDE PLC | LIN | 13,733 | $6.4M | 1.15% |
| 21 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 81,982 | $6.4M | 1.14% |
| 22 | GENERAL MTRS CO | 37045V100 | 133,969 | $6.3M | 1.13% |
| 23 | EBAY INC. | EBAY | 89,399 | $6.1M | 1.09% |
| 24 | WORKDAY INC | WDAY | 22,454 | $5.2M | 0.94% |
| 25 | ZOETIS INC | ZTS | 31,221 | $5.1M | 0.92% |
| 26 | SALESFORCE INC | CRM | 18,858 | $5.1M | 0.91% |
| 27 | MASTERCARD INCORPORATED | MA | 8,751 | $4.8M | 0.86% |
| 28 | BADGER METER INC | BMI | 25,143 | $4.8M | 0.86% |
| 29 | SERVICENOW INC | NOW | 5,990 | $4.8M | 0.86% |
| 30 | SUNRUN INC | RUN | 798,129 | $4.7M | 0.84% |
| 31 | IDEX CORP | 45167R104 | 25,297 | $4.6M | 0.82% |
| 32 | EXPONENT INC | EXPO | 56,377 | $4.6M | 0.82% |
| 33 | GODADDY INC | GDDY | 25,272 | $4.6M | 0.82% |
| 34 | TRANE TECHNOLOGIES PLC | TT | 13,290 | $4.5M | 0.81% |
| 35 | LULULEMON ATHLETICA INC | LULU | 15,684 | $4.4M | 0.80% |
| 36 | ENERSYS | ENS | 43,374 | $4.0M | 0.71% |
| 37 | GRAPHIC PACKAGING HLDG CO | GPK | 150,973 | $3.9M | 0.71% |
| 38 | ROPER TECHNOLOGIES INC | ROP | 6,643 | $3.9M | 0.70% |
| 39 | SPROUTS FMRS MKT INC | 85208M102 | 25,439 | $3.9M | 0.70% |
| 40 | PALO ALTO NETWORKS INC | PANW | 22,474 | $3.8M | 0.69% |
| 41 | CADENCE DESIGN SYSTEM INC | CDNS | 14,901 | $3.8M | 0.68% |
| 42 | TETRA TECH INC NEW | TTEK | 120,848 | $3.5M | 0.64% |
| 43 | LAUDER ESTEE COS INC | 518439104 | 53,514 | $3.5M | 0.64% |
| 44 | NEXTERA ENERGY INC | NEE-PW | 49,772 | $3.5M | 0.63% |
| 45 | CHIPOTLE MEXICAN GRILL INC | CMG | 68,530 | $3.4M | 0.62% |
| 46 | QUANTA SVCS INC | 74762E102 | 12,599 | $3.2M | 0.58% |
| 47 | FIRST SOLAR INC | FSLR | 25,283 | $3.2M | 0.58% |
| 48 | CYBERARK SOFTWARE LTD | M2682V108 | 9,239 | $3.1M | 0.56% |
| 49 | EMERSON ELEC CO | EMR | 27,173 | $3.0M | 0.54% |
| 50 | WEYERHAEUSER CO MTN BE | WY | 95,470 | $2.8M | 0.50% |
| 51 | FLEX LTD | FLEX | 84,460 | $2.8M | 0.50% |
| 52 | VERIZON COMMUNICATIONS INC | VZ | 56,715 | $2.6M | 0.46% |
| 53 | CISCO SYS INC | CSCO | 40,286 | $2.5M | 0.45% |
| 54 | VERALTO CORP | VLTO | 25,428 | $2.5M | 0.45% |
| 55 | AVERY DENNISON CORP | AVY | 13,850 | $2.5M | 0.44% |
| 56 | BOSTON SCIENTIFIC CORP | BSX | 22,330 | $2.3M | 0.41% |
| 57 | METTLER TOLEDO INTERNATIONAL | MTD | 1,856 | $2.2M | 0.39% |
| 58 | PENTAIR PLC | PNR | 23,847 | $2.1M | 0.38% |
| 59 | TJX COS INC NEW | 872540109 | 15,754 | $1.9M | 0.35% |
| 60 | BROOKFIELD RENEWABLE CORP | BEPC | 68,243 | $1.9M | 0.34% |
| 61 | ORACLE CORP | ORCL-PD | 13,151 | $1.8M | 0.33% |
| 62 | PFIZER INC | PFE | 72,215 | $1.8M | 0.33% |
| 63 | MONOLITHIC PWR SYS INC | 609839105 | 3,069 | $1.8M | 0.32% |
| 64 | ITRON INC | ITRI | 16,412 | $1.7M | 0.31% |
| 65 | ENPHASE ENERGY INC | ENPH | 27,474 | $1.7M | 0.31% |
| 66 | TUTOR PERINI CORP | TPC | 71,438 | $1.7M | 0.30% |
| 67 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 48,509 | $1.6M | 0.29% |
| 68 | CORE & MAIN INC | CNM | 32,185 | $1.6M | 0.28% |
| 69 | BANK NEW YORK MELLON CORP | 064058100 | 17,162 | $1.4M | 0.26% |
| 70 | TREX CO INC | TREX | 24,221 | $1.4M | 0.25% |
| 71 | MP MATERIALS CORP | MP | 52,897 | $1.3M | 0.23% |
| 72 | ON SEMICONDUCTOR CORP | ON | 29,208 | $1.2M | 0.21% |
| 73 | WATTS WATER TECHNOLOGIES INC | WTS | 5,521 | $1.1M | 0.20% |
| 74 | MUELLER WTR PRODS INC | 624758108 | 39,335 | $999,896 | 0.18% |
| 75 | ROCKWELL AUTOMATION INC | ROK | 3,840 | $992,179 | 0.18% |
| 76 | PTC INC | PTC | 6,328 | $980,524 | 0.18% |
| 77 | APTIV PLC | APTV | 16,013 | $952,774 | 0.17% |
| 78 | AGCO CORP | AGCO | 9,956 | $921,627 | 0.17% |
| 79 | ANSYS INC | 03662Q105 | 2,907 | $920,240 | 0.17% |
| 80 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 14,805 | $902,957 | 0.16% |
| 81 | AUTOLIV INC | ALV | 10,020 | $886,269 | 0.16% |
| 82 | DANAHER CORPORATION | 235851102 | 3,931 | $805,855 | 0.14% |
| 83 | NOVANTA INC | NOVTU | 5,997 | $766,836 | 0.14% |
| 84 | VERTIV HOLDINGS CO | VRT | 10,000 | $722,000 | 0.13% |
| 85 | BOISE CASCADE CO DEL | BCC | 7,083 | $694,771 | 0.12% |
| 86 | OMNICOM GROUP INC | OMC | 7,954 | $659,466 | 0.12% |
| 87 | KADANT INC | KAI | 1,864 | $628,000 | 0.11% |
| 88 | NEOGENOMICS INC | NEO | 64,935 | $616,233 | 0.11% |
| 89 | ADOBE INC | ADBE | 1,519 | $582,582 | 0.10% |
| 90 | DONALDSON INC | DCI | 8,576 | $575,107 | 0.10% |
| 91 | AUTODESK INC | ADSK | 2,174 | $569,153 | 0.10% |
| 92 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 19,129 | $559,332 | 0.10% |
| 93 | ARRAY TECHNOLOGIES INC | ARRY | 114,236 | $556,329 | 0.10% |
| 94 | OWENS CORNING NEW | OC | 3,803 | $543,144 | 0.10% |
| 95 | SWEETGREEN INC | SG | 20,500 | $512,910 | 0.09% |
| 96 | ON HLDG AG | H5919C104 | 11,554 | $507,452 | 0.09% |
| 97 | VITAL FARMS INC | VITL | 16,465 | $501,689 | 0.09% |
| 98 | BECTON DICKINSON & CO | BDX | 2,149 | $492,250 | 0.09% |
| 99 | NETFLIX INC | NFLX | 525 | $489,578 | 0.09% |
| 100 | GREIF INC | GEF-B | 8,228 | $452,458 | 0.08% |
| 101 | OTIS WORLDWIDE CORP | OTIS | 4,324 | $446,237 | 0.08% |
| 102 | GENERAL MLS INC | 370334104 | 7,287 | $435,690 | 0.08% |
| 103 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 26,459 | $408,262 | 0.07% |
| 104 | DEXCOM INC | DXCM | 5,596 | $382,151 | 0.07% |
| 105 | EMBECTA CORP | EMBC | 29,082 | $370,796 | 0.07% |
| 106 | GILEAD SCIENCES INC | GILD | 2,895 | $324,385 | 0.06% |
| 107 | SENSATA TECHNOLOGIES HLDG PL | ST | 13,326 | $323,422 | 0.06% |
| 108 | CROWN HLDGS INC | CCK | 3,410 | $304,377 | 0.05% |
| 109 | AMERICAN TOWER CORP NEW | 03027X100 | 1,365 | $297,024 | 0.05% |
| 110 | PLANET LABS PBC | PL-WT | 87,686 | $296,379 | 0.05% |
| 111 | LKQ CORP | LKQ | 6,949 | $295,610 | 0.05% |
| 112 | MERCK & CO INC | MRK | 3,255 | $292,169 | 0.05% |
| 113 | VOYA FINANCIAL INC | VOYA-PB | 4,243 | $287,506 | 0.05% |
| 114 | AGILENT TECHNOLOGIES INC | A | 1,865 | $218,168 | 0.04% |
| 115 | CSX CORP | CSX | 6,578 | $193,591 | 0.03% |
| 116 | CANADIAN PACIFIC KANSAS CITY | CP | 2,687 | $188,654 | 0.03% |
| 117 | CANADIAN NATL RY CO | 136375102 | 1,802 | $175,623 | 0.03% |
| 118 | NORFOLK SOUTHN CORP | 655844108 | 701 | $166,032 | 0.03% |
| 119 | FLUENCE ENERGY INC | FLNC | 33,936 | $164,590 | 0.03% |
| 120 | SMURFIT WESTROCK PLC | SW | 3,143 | $141,624 | 0.03% |
| 121 | STEEL DYNAMICS INC | STLD | 1,024 | $128,082 | 0.02% |
| 122 | AMGEN INC | AMGN | 371 | $115,585 | 0.02% |
| 123 | SHOPIFY INC | SHOP | 1,106 | $105,601 | 0.02% |
| 124 | RESMED INC | RSMDF | 416 | $93,122 | 0.02% |
| 125 | NUCOR CORP | NUE | 733 | $88,209 | 0.02% |
| 126 | EDWARDS LIFESCIENCES CORP | EW | 1,143 | $82,845 | 0.01% |
| 127 | DOVER CORP | DOV | 460 | $80,813 | 0.01% |
| 128 | BALL CORP | BALL | 1,256 | $65,400 | 0.01% |
| 129 | WATERS CORP | 941848103 | 177 | $65,237 | 0.01% |
| 130 | DARLING INGREDIENTS INC | DAR | 1,808 | $56,482 | 0.01% |
| 131 | YETI HLDGS INC | YETI | 1,475 | $48,823 | 0.01% |
| 132 | EASTMAN CHEM CO | EMN | 480 | $42,293 | 0.01% |
| 133 | HAIN CELESTIAL GROUP INC | HAIN | 9,366 | $38,869 | 0.01% |
| 134 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 155 | $34,701 | 0.01% |