13F HOLDINGS REPORT
Triodos Investment Management BV
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001748729-25-000007
Total Value
$1.22B
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 552,061 | $59.7M | 4.91% |
| 2 | NVIDIA CORPORATION | NVDA | 525,070 | $57.6M | 4.73% |
| 3 | MASTERCARD INCORPORATED | MA | 96,864 | $52.4M | 4.30% |
| 4 | KLA CORP | KLAC | 74,651 | $50.3M | 4.13% |
| 5 | DEERE & CO | DE | 97,100 | $45.2M | 3.71% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 89,987 | $44.3M | 3.64% |
| 7 | EBAY INC | EBAY | 657,698 | $44.2M | 3.63% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 255,195 | $42.9M | 3.52% |
| 9 | ELEVANCE HEALTH INC | ELV | 98,730 | $42.7M | 3.50% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 250,953 | $41.5M | 3.41% |
| 11 | PALO ALTO NETWORKS INC | PANW | 220,800 | $38.1M | 3.13% |
| 12 | GEN DIGITAL INC | GENVR | 1,401,738 | $37.0M | 3.04% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 507,758 | $36.0M | 2.96% |
| 14 | ADOBE INC | ADBE | 85,737 | $33.1M | 2.72% |
| 15 | AT&T INC | T-PC | 1,157,265 | $32.6M | 2.68% |
| 16 | FIRST SOLAR INC | FSLR | 248,500 | $31.6M | 2.60% |
| 17 | RESMED INC | RSMDF | 134,400 | $29.6M | 2.43% |
| 18 | XYLEM INC | XYL | 239,500 | $28.6M | 2.35% |
| 19 | PLANET FITNESS INC | PLNT | 291,000 | $28.0M | 2.30% |
| 20 | DARLING INGREDIENTS INC | DAR | 885,414 | $27.9M | 2.29% |
| 21 | MUELLER WTR PRODS INC | 624758108 | 1,052,500 | $26.8M | 2.21% |
| 22 | MILLICOM INTL CELLULAR S A | L6388F110 | 886,500 | $26.8M | 2.20% |
| 23 | CARLISLE COS INC | 142339100 | 70,600 | $24.2M | 1.99% |
| 24 | AKAMAI TECHNOLOGIES INC | AKAM | 299,224 | $24.0M | 1.97% |
| 25 | CALIFORNIA WTR SVC GROUP | 130788102 | 493,000 | $23.8M | 1.95% |
| 26 | ALLEGION PLC | ALLE | 178,000 | $22.8M | 1.88% |
| 27 | ACUITY INC | AYI | 84,800 | $22.2M | 1.82% |
| 28 | UNIVERSAL DISPLAY CORP | OLED | 137,700 | $20.0M | 1.64% |
| 29 | OWENS CORNING NEW | OC | 140,000 | $20.0M | 1.64% |
| 30 | NOMAD FOODS LTD | NOMD | 956,479 | $19.0M | 1.56% |
| 31 | STRATEGIC ED INC | STRA | 220,000 | $18.8M | 1.55% |
| 32 | GENTEX CORP | GNTX | 801,000 | $18.7M | 1.54% |
| 33 | WATTS WATER TECHNOLOGIES INC | WTS | 90,000 | $18.4M | 1.51% |
| 34 | MSA SAFETY INC | MNESP | 122,000 | $18.1M | 1.48% |
| 35 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 177,100 | $16.9M | 1.39% |
| 36 | ENPHASE ENERGY | ENPH | 270,161 | $16.7M | 1.37% |
| 37 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 550,000 | $16.2M | 1.33% |
| 38 | COOPER COS INC | 216648501 | 181,000 | $15.2M | 1.25% |
| 39 | BADGER METER INC | BMI | 65,000 | $12.4M | 1.02% |
| 40 | INGREDION INC | INGR | 79,000 | $10.7M | 0.88% |
| 41 | STRIDE INC | LRN | 26,000 | $3.3M | 0.27% |
| 42 | HOLOGIC INC | HOLX | 52,500 | $3.2M | 0.26% |
| 43 | REVVITY INC | RVTY | 29,500 | $3.1M | 0.26% |
| 44 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 22,000 | $2.8M | 0.23% |
| 45 | BLACKBAUD INC | BLKB | 42,500 | $2.6M | 0.22% |
| 46 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 79,700 | $2.6M | 0.22% |
| 47 | ORTHOPEDIATRICS CORP | KIDS | 90,000 | $2.2M | 0.18% |
| 48 | LIFE360 INC | LIFX | 32,500 | $1.3M | 0.10% |
| 49 | DUOLINGO INC | DUOL | 3,500 | $1.1M | 0.09% |
| 50 | SMURFIT WESTROCK PLC | SW | 8,700 | $387,237 | 0.03% |