13F COMBINATION REPORT
MIROVA
Quarter ended Q4 2025 · Filed December 29, 2025 · Accession 0001104659-25-124680
Total Value
$707.4M
Positions
111
Other Managers
1
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 255,156 | $47.6M | 6.73% |
| 2 | MICROSOFT CORP | MSFT | 87,188 | $45.2M | 6.38% |
| 3 | ECOLAB INC | ECL | 156,302 | $42.8M | 6.05% |
| 4 | ACCENTURE PLC IRELAND | ACN | 121,629 | $30.0M | 4.24% |
| 5 | FIRST SOLAR INC | FSLR | 132,536 | $29.2M | 4.13% |
| 6 | XYLEM INC | XYL | 152,210 | $22.5M | 3.17% |
| 7 | WASTE MGMT INC DEL | 94106L109 | 85,209 | $18.8M | 2.66% |
| 8 | TRIMBLE INC | TRMB | 228,263 | $18.6M | 2.63% |
| 9 | VISA INC | V | 52,167 | $17.8M | 2.52% |
| 10 | ELI LILLY & CO | LLY | 22,128 | $16.9M | 2.39% |
| 11 | AMERICAN EXPRESS CO | AXP | 50,012 | $16.6M | 2.35% |
| 12 | AMERICAN WTR WKS CO INC NEW | 030420103 | 118,327 | $16.5M | 2.33% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 40,291 | $14.2M | 2.00% |
| 14 | BENTLEY SYS INC | BSY | 271,684 | $14.0M | 1.98% |
| 15 | EBAY INC. | EBAY | 131,328 | $11.9M | 1.69% |
| 16 | COLGATE PALMOLIVE CO | CL | 142,187 | $11.4M | 1.61% |
| 17 | ZOETIS INC | ZTS | 76,056 | $11.1M | 1.57% |
| 18 | STRYKER CORPORATION | SYK | 28,980 | $10.7M | 1.51% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 69,026 | $10.6M | 1.50% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 19,968 | $9.7M | 1.37% |
| 21 | LINDE PLC | LIN | 20,206 | $9.6M | 1.36% |
| 22 | EMERSON ELEC CO | EMR | 71,051 | $9.3M | 1.32% |
| 23 | TJX COS INC NEW | 872540109 | 62,449 | $9.0M | 1.28% |
| 24 | SUNRUN INC | RUN | 510,197 | $8.8M | 1.25% |
| 25 | BADGER METER INC | BMI | 49,171 | $8.8M | 1.24% |
| 26 | IDEX CORP | 45167R104 | 52,948 | $8.6M | 1.22% |
| 27 | PENTAIR PLC | PNR | 77,235 | $8.6M | 1.21% |
| 28 | UNION PAC CORP | UNP | 34,708 | $8.2M | 1.16% |
| 29 | PALO ALTO NETWORKS INC | PANW | 39,935 | $8.1M | 1.15% |
| 30 | INTUITIVE SURGICAL INC | ISRG | 17,457 | $7.8M | 1.10% |
| 31 | ENERSYS | ENS | 67,981 | $7.7M | 1.09% |
| 32 | FLEX LTD | FLEX | 132,141 | $7.7M | 1.08% |
| 33 | SPROUTS FMRS MKT INC | 85208M102 | 63,256 | $6.9M | 0.97% |
| 34 | GENERAL MTRS CO | 37045V100 | 107,565 | $6.6M | 0.93% |
| 35 | QUANTA SVCS INC | 74762E102 | 14,964 | $6.2M | 0.88% |
| 36 | AVERY DENNISON CORP | AVY | 37,522 | $6.1M | 0.86% |
| 37 | SERVICENOW INC | NOW | 6,455 | $5.9M | 0.84% |
| 38 | WORKDAY INC | WDAY | 24,104 | $5.8M | 0.82% |
| 39 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 93,295 | $5.7M | 0.81% |
| 40 | SALESFORCE INC | CRM | 23,814 | $5.6M | 0.80% |
| 41 | TETRA TECH INC NEW | TTEK | 165,280 | $5.5M | 0.78% |
| 42 | ROPER TECHNOLOGIES INC | ROP | 10,633 | $5.3M | 0.75% |
| 43 | GRAPHIC PACKAGING HLDG CO | GPK | 269,737 | $5.3M | 0.75% |
| 44 | MASTERCARD INCORPORATED | MA | 8,925 | $5.1M | 0.72% |
| 45 | ITRON INC | ITRI | 39,854 | $5.0M | 0.70% |
| 46 | VERTIV HOLDINGS CO | VRT | 32,216 | $4.9M | 0.69% |
| 47 | CYBERARK SOFTWARE LTD | M2682V108 | 9,982 | $4.8M | 0.68% |
| 48 | WATTS WATER TECHNOLOGIES INC | WTS | 17,089 | $4.8M | 0.67% |
| 49 | VERALTO CORP | VLTO | 44,286 | $4.7M | 0.67% |
| 50 | LAUDER ESTEE COS INC | 518439104 | 53,289 | $4.7M | 0.66% |
| 51 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 41,728 | $4.5M | 0.64% |
| 52 | TRANE TECHNOLOGIES PLC | TT | 10,523 | $4.4M | 0.63% |
| 53 | MP MATERIALS CORP | MP | 62,968 | $4.2M | 0.60% |
| 54 | PLANET LABS PBC | PL-WT | 320,462 | $4.2M | 0.59% |
| 55 | DANAHER CORPORATION | 235851102 | 20,049 | $4.0M | 0.56% |
| 56 | WEYERHAEUSER CO MTN BE | WY | 148,874 | $3.7M | 0.52% |
| 57 | METTLER TOLEDO INTERNATIONAL | MTD | 2,997 | $3.7M | 0.52% |
| 58 | GODADDY INC | GDDY | 24,511 | $3.4M | 0.47% |
| 59 | PTC INC | PTC | 16,022 | $3.3M | 0.46% |
| 60 | VERIZON COMMUNICATIONS INC | VZ | 68,534 | $3.0M | 0.43% |
| 61 | TUTOR PERINI CORP | TPC | 44,544 | $2.9M | 0.41% |
| 62 | LULULEMON ATHLETICA INC | LULU | 15,827 | $2.8M | 0.40% |
| 63 | MONOLITHIC PWR SYS INC | 609839105 | 3,055 | $2.8M | 0.40% |
| 64 | HUBBELL INC | HUBB | 6,202 | $2.7M | 0.38% |
| 65 | BROOKFIELD RENEWABLE CORP | BEPC | 70,541 | $2.4M | 0.34% |
| 66 | NEXTRACKER INC | NXT | 32,196 | $2.4M | 0.34% |
| 67 | VITAL FARMS INC | VITL | 54,111 | $2.2M | 0.31% |
| 68 | BOSTON SCIENTIFIC CORP | BSX | 20,194 | $2.0M | 0.28% |
| 69 | TREX CO INC | TREX | 38,116 | $2.0M | 0.28% |
| 70 | EXPONENT INC | EXPO | 26,245 | $1.8M | 0.26% |
| 71 | PINTEREST INC | PINS | 56,145 | $1.8M | 0.26% |
| 72 | KEYSIGHT TECHNOLOGIES INC | KEYS | 9,820 | $1.7M | 0.24% |
| 73 | ABBOTT LABS | ABLZF | 12,671 | $1.7M | 0.24% |
| 74 | ON SEMICONDUCTOR CORP | ON | 30,192 | $1.5M | 0.21% |
| 75 | EMBECTA CORP | EMBC | 103,010 | $1.5M | 0.21% |
| 76 | NETFLIX INC | NFLX | 1,171 | $1.4M | 0.20% |
| 77 | ROCKWELL AUTOMATION INC | ROK | 3,969 | $1.4M | 0.20% |
| 78 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 9,752 | $1.4M | 0.19% |
| 79 | CHIPOTLE MEXICAN GRILL INC | CMG | 29,138 | $1.1M | 0.16% |
| 80 | APTIV PLC | APTV | 12,418 | $1.1M | 0.15% |
| 81 | AGCO CORP | AGCO | 9,787 | $1.0M | 0.15% |
| 82 | MUELLER WTR PRODS INC | 624758108 | 39,335 | $1.0M | 0.14% |
| 83 | ARRAY TECHNOLOGIES INC | ARRY | 114,236 | $931,023 | 0.13% |
| 84 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 16,826 | $791,327 | 0.11% |
| 85 | DONALDSON INC | DCI | 8,576 | $701,946 | 0.10% |
| 86 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 26,459 | $649,833 | 0.09% |
| 87 | GROCERY OUTLET HLDG CORP | GO | 37,576 | $603,095 | 0.09% |
| 88 | ADOBE INC | ADBE | 1,695 | $597,911 | 0.08% |
| 89 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 19,129 | $587,260 | 0.08% |
| 90 | AUTODESK INC | ADSK | 1,768 | $561,641 | 0.08% |
| 91 | NEOGENOMICS INC | NEO | 64,935 | $501,298 | 0.07% |
| 92 | SYNOPSYS INC | SNPS | 988 | $487,469 | 0.07% |
| 93 | MCCORMICK & CO INC | MKC-V | 7,041 | $471,113 | 0.07% |
| 94 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,642 | $458,594 | 0.06% |
| 95 | GILEAD SCIENCES INC | GILD | 4,035 | $447,885 | 0.06% |
| 96 | VOYA FINANCIAL INC | VOYA-PB | 5,871 | $439,151 | 0.06% |
| 97 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 9,134 | $411,943 | 0.06% |
| 98 | ON HLDG AG | H5919C104 | 9,244 | $391,483 | 0.06% |
| 99 | AUTOLIV INC | ALV | 2,924 | $361,114 | 0.05% |
| 100 | CROWN HLDGS INC | CCK | 3,288 | $317,588 | 0.04% |
| 101 | CORE & MAIN INC | CNM | 5,223 | $281,154 | 0.04% |
| 102 | BANK NEW YORK MELLON CORP | 064058100 | 2,522 | $274,797 | 0.04% |
| 103 | NEXTERA ENERGY INC | NEE-PW | 3,481 | $262,781 | 0.04% |
| 104 | AGILENT TECHNOLOGIES INC | A | 1,770 | $227,180 | 0.03% |
| 105 | EDWARDS LIFESCIENCES CORP | EW | 2,909 | $226,233 | 0.03% |
| 106 | GENERAL MLS INC | 370334104 | 3,889 | $196,083 | 0.03% |
| 107 | SHOPIFY INC | SHOP | 407 | $60,484 | 0.01% |
| 108 | LKQ CORP | LKQ | 1,794 | $54,789 | 0.01% |
| 109 | YETI HLDGS INC | YETI | 1,475 | $48,941 | 0.01% |
| 110 | SWEETGREEN INC | SG | 3,718 | $29,670 | 0.00% |
| 111 | EASTMAN CHEM CO | EMN | 456 | $28,751 | 0.00% |