13F HOLDINGS REPORT
Triodos Investment Management BV
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001748729-25-000004
Total Value
$1.24B
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 519,570 | $69.8M | 5.64% |
| 2 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 539,811 | $62.4M | 5.05% |
| 3 | MASTERCARD INCORPORATED | MA | 97,264 | $51.2M | 4.14% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 91,037 | $47.5M | 3.84% |
| 5 | KLA CORP | KLAC | 74,351 | $46.9M | 3.79% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 233,953 | $46.2M | 3.74% |
| 7 | DEERE & CO | DE | 102,450 | $43.4M | 3.51% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 257,395 | $43.2M | 3.49% |
| 9 | EBAY INC | EBAY | 657,998 | $40.8M | 3.30% |
| 10 | PALO ALTO NETWORKS INC | PANW | 222,500 | $40.5M | 3.27% |
| 11 | ADOBE INC | ADBE | 86,137 | $38.3M | 3.10% |
| 12 | GEN DIGITAL INC | GENVR | 1,388,538 | $38.0M | 3.07% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 509,958 | $37.8M | 3.05% |
| 14 | ELEVANCE HEALTH INC | ELV | 100,030 | $36.9M | 2.98% |
| 15 | FIRST SOLAR INC | FSLR | 208,450 | $36.7M | 2.97% |
| 16 | SMURFIT WESTROCK PLC | SW | 603,234 | $32.5M | 2.63% |
| 17 | PLANET FITNESS INC | PLNT | 314,000 | $31.0M | 2.51% |
| 18 | RESMED INC | RSMDF | 135,200 | $30.9M | 2.50% |
| 19 | MUELLER WTR PRODS INC | 624758108 | 1,324,500 | $29.8M | 2.41% |
| 20 | AKAMAI TECHNOLOGIES INC | AKAM | 301,924 | $28.9M | 2.33% |
| 21 | DARLING INGREDIENTS INC | DAR | 852,714 | $28.7M | 2.32% |
| 22 | XYLEM INC | XYL | 234,000 | $27.1M | 2.20% |
| 23 | AT&T INC | T-PC | 1,154,765 | $26.3M | 2.13% |
| 24 | ACUITY BRANDS | AYI | 84,800 | $24.8M | 2.00% |
| 25 | OWENS CORNING NEW | OC | 140,000 | $23.8M | 1.93% |
| 26 | ALLEGION PLC | ALLE | 178,000 | $23.3M | 1.88% |
| 27 | GENTEX CORP | GNTX | 801,000 | $23.0M | 1.86% |
| 28 | CALIFORNIA WTR SVC GROUP | 130788102 | 493,000 | $22.3M | 1.81% |
| 29 | STRATEGIC ED INC | STRA | 220,000 | $20.6M | 1.66% |
| 30 | UNIVERSAL DISPLAY CORP | OLED | 137,700 | $20.1M | 1.63% |
| 31 | CARLISLE COS INC | 142339100 | 51,600 | $19.0M | 1.54% |
| 32 | MSA SAFETY INC | MNESP | 102,000 | $16.9M | 1.37% |
| 33 | WATTS WATER TECHNOLOGIES INC | WTS | 83,000 | $16.9M | 1.36% |
| 34 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 172,450 | $16.8M | 1.36% |
| 35 | NOMAD FOODS LTD | NOMD | 973,079 | $16.3M | 1.32% |
| 36 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 550,000 | $14.8M | 1.19% |
| 37 | ENPHASE ENERGY | ENPH | 209,311 | $14.4M | 1.16% |
| 38 | BADGER METER INC | BMI | 65,000 | $13.8M | 1.11% |
| 39 | INGREDION INC | INGR | 60,000 | $8.3M | 0.67% |
| 40 | HAIN CELESTIAL GROUP INC | HAIN | 620,000 | $3.8M | 0.31% |
| 41 | HOLOGIC INC | HOLX | 42,000 | $3.0M | 0.24% |
| 42 | STRIDE INC | LRN | 29,000 | $3.0M | 0.24% |
| 43 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 76,000 | $2.8M | 0.23% |
| 44 | COOPER COS INC | 216648402 | 29,000 | $2.7M | 0.22% |
| 45 | REVVITY INC | RVTY | 23,750 | $2.7M | 0.21% |
| 46 | BLACKBAUD INC | BLKB | 35,000 | $2.6M | 0.21% |
| 47 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 22,000 | $2.4M | 0.20% |
| 48 | ORTHOPEDIATRICS CORP | KIDS | 93,000 | $2.2M | 0.17% |
| 49 | TPI COMPOSITES INC | TPICQ | 934,000 | $1.8M | 0.14% |