13F COMBINATION REPORT
MIROVA
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001104659-25-077548
Total Value
$708.8M
Positions
119
Other Managers
1
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THERMO FISHER SCIENTIFIC INC | TMO | 138,272 | $56.1M | 7.91% |
| 2 | ECOLAB INC | ECL | 163,663 | $44.1M | 6.22% |
| 3 | NVIDIA CORPORATION | NVDA | 264,875 | $41.8M | 5.90% |
| 4 | MICROSOFT CORP | MSFT | 78,330 | $39.0M | 5.50% |
| 5 | ACCENTURE PLC IRELAND | ACN | 125,912 | $37.6M | 5.31% |
| 6 | ELI LILLY & CO | LLY | 28,850 | $22.5M | 3.17% |
| 7 | WASTE MGMT INC DEL | 94106L109 | 83,688 | $19.1M | 2.70% |
| 8 | XYLEM INC | XYL | 144,268 | $18.7M | 2.63% |
| 9 | TRIMBLE INC | TRMB | 234,596 | $17.8M | 2.51% |
| 10 | VISA INC | V | 49,953 | $17.7M | 2.50% |
| 11 | AMERICAN WTR WKS CO INC NEW | 030420103 | 115,904 | $16.1M | 2.27% |
| 12 | AMERICAN EXPRESS CO | AXP | 49,506 | $15.8M | 2.23% |
| 13 | BENTLEY SYS INC | BSY | 265,763 | $14.3M | 2.02% |
| 14 | COLGATE PALMOLIVE CO | CL | 131,019 | $11.9M | 1.68% |
| 15 | BADGER METER INC | BMI | 48,417 | $11.9M | 1.67% |
| 16 | STRYKER CORPORATION | SYK | 28,779 | $11.4M | 1.61% |
| 17 | EBAY INC. | EBAY | 148,333 | $11.0M | 1.56% |
| 18 | CADENCE DESIGN SYSTEM INC | CDNS | 34,591 | $10.7M | 1.50% |
| 19 | SPROUTS FMRS MKT INC | 85208M102 | 59,975 | $9.9M | 1.39% |
| 20 | ZOETIS INC | ZTS | 63,170 | $9.9M | 1.39% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 17,327 | $9.4M | 1.33% |
| 22 | IDEX CORP | 45167R104 | 49,611 | $8.7M | 1.23% |
| 23 | PROCTER AND GAMBLE CO | 742718109 | 54,012 | $8.6M | 1.21% |
| 24 | LINDE PLC | LIN | 18,269 | $8.6M | 1.21% |
| 25 | FIRST SOLAR INC | FSLR | 48,511 | $8.0M | 1.13% |
| 26 | PENTAIR PLC | PNR | 77,996 | $8.0M | 1.13% |
| 27 | EMERSON ELEC CO | EMR | 59,054 | $7.9M | 1.11% |
| 28 | UNION PAC CORP | UNP | 30,803 | $7.1M | 1.00% |
| 29 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 92,305 | $6.8M | 0.96% |
| 30 | SERVICENOW INC | NOW | 6,375 | $6.6M | 0.92% |
| 31 | AVERY DENNISON CORP | AVY | 36,404 | $6.4M | 0.90% |
| 32 | SALESFORCE INC | CRM | 23,410 | $6.4M | 0.90% |
| 33 | GRAPHIC PACKAGING HLDG CO | GPK | 300,686 | $6.3M | 0.89% |
| 34 | PALO ALTO NETWORKS INC | PANW | 30,648 | $6.3M | 0.88% |
| 35 | WORKDAY INC | WDAY | 25,377 | $6.1M | 0.86% |
| 36 | ROPER TECHNOLOGIES INC | ROP | 10,196 | $5.8M | 0.82% |
| 37 | ENERSYS | ENS | 63,735 | $5.5M | 0.77% |
| 38 | TRANE TECHNOLOGIES PLC | TT | 12,304 | $5.4M | 0.76% |
| 39 | ITRON INC | ITRI | 39,854 | $5.2M | 0.74% |
| 40 | TETRA TECH INC NEW | TTEK | 144,829 | $5.2M | 0.73% |
| 41 | GENERAL MTRS CO | 37045V100 | 103,974 | $5.1M | 0.72% |
| 42 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 41,343 | $5.1M | 0.72% |
| 43 | GODADDY INC | GDDY | 28,245 | $5.1M | 0.72% |
| 44 | QUANTA SVCS INC | 74762E102 | 13,431 | $5.1M | 0.72% |
| 45 | MASTERCARD INCORPORATED | MA | 8,842 | $5.0M | 0.70% |
| 46 | LAUDER ESTEE COS INC | 518439104 | 57,357 | $4.6M | 0.65% |
| 47 | SUNRUN INC | RUN | 563,691 | $4.6M | 0.65% |
| 48 | LULULEMON ATHLETICA INC | LULU | 18,571 | $4.4M | 0.62% |
| 49 | VERALTO CORP | VLTO | 42,039 | $4.2M | 0.60% |
| 50 | WATTS WATER TECHNOLOGIES INC | WTS | 17,089 | $4.2M | 0.59% |
| 51 | CYBERARK SOFTWARE LTD | M2682V108 | 9,877 | $4.0M | 0.57% |
| 52 | FLEX LTD | FLEX | 75,958 | $3.8M | 0.53% |
| 53 | TJX COS INC NEW | 872540109 | 28,326 | $3.5M | 0.49% |
| 54 | METTLER TOLEDO INTERNATIONAL | MTD | 2,860 | $3.4M | 0.47% |
| 55 | NEXTERA ENERGY INC | NEE-PW | 47,014 | $3.3M | 0.46% |
| 56 | CHIPOTLE MEXICAN GRILL INC | CMG | 57,929 | $3.3M | 0.46% |
| 57 | WEYERHAEUSER CO MTN BE | WY | 119,727 | $3.1M | 0.43% |
| 58 | PTC INC | PTC | 15,500 | $2.7M | 0.38% |
| 59 | TUTOR PERINI CORP | TPC | 54,941 | $2.6M | 0.36% |
| 60 | ORACLE CORP | ORCL-PD | 11,130 | $2.4M | 0.34% |
| 61 | VITAL FARMS INC | VITL | 59,752 | $2.3M | 0.32% |
| 62 | BROOKFIELD RENEWABLE CORP | BEPC | 68,243 | $2.2M | 0.32% |
| 63 | EXPONENT INC | EXPO | 29,656 | $2.2M | 0.31% |
| 64 | CORE & MAIN INC | CNM | 36,026 | $2.2M | 0.31% |
| 65 | BOSTON SCIENTIFIC CORP | BSX | 20,194 | $2.2M | 0.31% |
| 66 | HUBBELL INC | HUBB | 5,000 | $2.0M | 0.29% |
| 67 | MONOLITHIC PWR SYS INC | 609839105 | 2,767 | $2.0M | 0.29% |
| 68 | TREX CO INC | TREX | 36,443 | $2.0M | 0.28% |
| 69 | VERIZON COMMUNICATIONS INC | VZ | 45,129 | $2.0M | 0.28% |
| 70 | VERTIV HOLDINGS CO | VRT | 15,000 | $1.9M | 0.27% |
| 71 | BANK NEW YORK MELLON CORP | 064058100 | 19,684 | $1.8M | 0.25% |
| 72 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 48,509 | $1.8M | 0.25% |
| 73 | ABBOTT LABS | ABLZF | 12,671 | $1.7M | 0.24% |
| 74 | PFIZER INC | PFE | 68,408 | $1.7M | 0.23% |
| 75 | PLANET LABS PBC | PL-WT | 268,777 | $1.6M | 0.23% |
| 76 | ON SEMICONDUCTOR CORP | ON | 29,208 | $1.5M | 0.22% |
| 77 | NETFLIX INC | NFLX | 1,110 | $1.5M | 0.21% |
| 78 | MEDTRONIC PLC | MDT | 16,401 | $1.4M | 0.20% |
| 79 | ROCKWELL AUTOMATION INC | ROK | 3,840 | $1.3M | 0.18% |
| 80 | MP MATERIALS CORP | MP | 37,897 | $1.3M | 0.18% |
| 81 | APTIV PLC | APTV | 16,013 | $1.1M | 0.15% |
| 82 | ANSYS INC | 03662Q105 | 2,907 | $1.0M | 0.14% |
| 83 | AGCO CORP | AGCO | 9,787 | $1.0M | 0.14% |
| 84 | EMBECTA CORP | EMBC | 103,010 | $998,167 | 0.14% |
| 85 | MUELLER WTR PRODS INC | 624758108 | 39,335 | $945,613 | 0.13% |
| 86 | DANAHER CORPORATION | 235851102 | 3,459 | $683,291 | 0.10% |
| 87 | ARRAY TECHNOLOGIES INC | ARRY | 114,236 | $673,992 | 0.10% |
| 88 | UNITED NAT FOODS INC | UNTCW | 28,736 | $669,836 | 0.09% |
| 89 | DONALDSON INC | DCI | 8,576 | $594,746 | 0.08% |
| 90 | AUTODESK INC | ADSK | 1,768 | $547,320 | 0.08% |
| 91 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 26,459 | $541,087 | 0.08% |
| 92 | ENPHASE ENERGY INC | ENPH | 13,560 | $537,654 | 0.08% |
| 93 | MCCORMICK & CO INC | MKC-V | 7,041 | $533,849 | 0.08% |
| 94 | OWENS CORNING NEW | OC | 3,803 | $522,989 | 0.07% |
| 95 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 19,129 | $513,805 | 0.07% |
| 96 | CISCO SYS INC | CSCO | 7,214 | $500,507 | 0.07% |
| 97 | ON HLDG AG | H5919C104 | 9,244 | $481,150 | 0.07% |
| 98 | NEOGENOMICS INC | NEO | 64,935 | $474,675 | 0.07% |
| 99 | GILEAD SCIENCES INC | GILD | 4,035 | $447,360 | 0.06% |
| 100 | DEXCOM INC | DXCM | 4,844 | $422,833 | 0.06% |
| 101 | VOYA FINANCIAL INC | VOYA-PB | 5,871 | $416,841 | 0.06% |
| 102 | BOISE CASCADE CO DEL | BCC | 4,042 | $350,926 | 0.05% |
| 103 | ADOBE INC | ADBE | 895 | $346,258 | 0.05% |
| 104 | CROWN HLDGS INC | CCK | 3,288 | $338,598 | 0.05% |
| 105 | BECTON DICKINSON & CO | BDX | 1,902 | $327,620 | 0.05% |
| 106 | AUTOLIV INC | ALV | 2,924 | $327,196 | 0.05% |
| 107 | NOVANTA INC | NOVTU | 2,261 | $291,511 | 0.04% |
| 108 | GROCERY OUTLET HLDG CORP | GO | 22,040 | $273,737 | 0.04% |
| 109 | FLUENCE ENERGY INC | FLNC | 33,936 | $227,711 | 0.03% |
| 110 | EDWARDS LIFESCIENCES CORP | EW | 2,909 | $227,513 | 0.03% |
| 111 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,675 | $216,406 | 0.03% |
| 112 | AGILENT TECHNOLOGIES INC | A | 1,770 | $208,878 | 0.03% |
| 113 | GENERAL MLS INC | 370334104 | 3,889 | $201,489 | 0.03% |
| 114 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 965 | $110,840 | 0.02% |
| 115 | LKQ CORP | LKQ | 1,794 | $66,396 | 0.01% |
| 116 | SWEETGREEN INC | SG | 3,718 | $55,324 | 0.01% |
| 117 | YETI HLDGS INC | YETI | 1,475 | $46,492 | 0.01% |
| 118 | EASTMAN CHEM CO | EMN | 456 | $34,045 | 0.00% |
| 119 | SHOPIFY INC | SHOP | 210 | $24,223 | 0.00% |