13F HOLDINGS REPORT
Triodos Investment Management BV
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001748729-25-000009
Total Value
$1.33B
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 491,270 | $77.6M | 5.82% |
| 2 | KLA CORP | KLAC | 75,101 | $67.2M | 5.05% |
| 3 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 553,411 | $63.6M | 4.77% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 251,853 | $57.0M | 4.28% |
| 5 | MASTERCARD INCORPORATED | MA | 97,764 | $54.9M | 4.12% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 91,237 | $49.6M | 3.72% |
| 7 | EBAY INC | EBAY | 664,198 | $49.4M | 3.71% |
| 8 | FIRST SOLAR INC | FSLR | 274,100 | $45.3M | 3.40% |
| 9 | PALO ALTO NETWORKS INC | PANW | 221,500 | $45.3M | 3.40% |
| 10 | GEN DIGITAL INC | GENVR | 1,415,038 | $41.6M | 3.12% |
| 11 | EDWARDS LIFESCIENCES CORP | EW | 509,258 | $39.8M | 2.99% |
| 12 | DEERE & CO | DE | 76,900 | $39.1M | 2.94% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 237,695 | $37.9M | 2.84% |
| 14 | ELEVANCE HEALTH INC | ELV | 93,180 | $36.2M | 2.72% |
| 15 | DARLING INGREDIENTS INC | DAR | 932,914 | $35.4M | 2.66% |
| 16 | CARLISLE COS INC | 142339100 | 90,750 | $33.9M | 2.54% |
| 17 | ADOBE INC | ADBE | 85,937 | $33.2M | 2.50% |
| 18 | RESMED INC | RSMDF | 121,700 | $31.4M | 2.36% |
| 19 | XYLEM INC | XYL | 240,500 | $31.1M | 2.34% |
| 20 | AT&T INC | T-PC | 1,056,265 | $30.6M | 2.29% |
| 21 | MILLICOM INTL CELLULAR S A | L6388F110 | 808,000 | $30.2M | 2.27% |
| 22 | UNIVERSAL DISPLAY CORP | OLED | 185,000 | $28.6M | 2.14% |
| 23 | PLANET FITNESS INC | PLNT | 256,000 | $27.9M | 2.10% |
| 24 | MUELLER WTR PRODS INC | 624758108 | 1,080,000 | $26.0M | 1.95% |
| 25 | ACUITY INC | AYI | 84,800 | $25.3M | 1.90% |
| 26 | AKAMAI TECHNOLOGIES INC | AKAM | 299,924 | $23.9M | 1.80% |
| 27 | CALIFORNIA WTR SVC GROUP | 130788102 | 493,000 | $22.4M | 1.68% |
| 28 | ALLEGION PLC | ALLE | 150,000 | $21.6M | 1.62% |
| 29 | OWENS CORNING NEW | OC | 156,000 | $21.5M | 1.61% |
| 30 | WATTS WATER TECHNOLOGIES INC | WTS | 86,000 | $21.1M | 1.59% |
| 31 | MSA SAFETY INC | MNESP | 122,000 | $20.4M | 1.53% |
| 32 | STRATEGIC ED INC | STRA | 220,000 | $18.7M | 1.41% |
| 33 | COOPER COS INC | 216648501 | 248,000 | $17.6M | 1.32% |
| 34 | GENTEX CORP | GNTX | 801,000 | $17.6M | 1.32% |
| 35 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 229,800 | $16.7M | 1.25% |
| 36 | NOMAD FOODS LTD | NOMD | 959,179 | $16.3M | 1.22% |
| 37 | BADGER METER INC | BMI | 65,000 | $15.9M | 1.20% |
| 38 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 550,000 | $14.8M | 1.11% |
| 39 | INGREDION INC | INGR | 79,000 | $10.7M | 0.80% |
| 40 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 24,000 | $7.4M | 0.56% |
| 41 | HOLOGIC INC | HOLX | 61,000 | $4.0M | 0.30% |
| 42 | REVVITY INC | RVTY | 37,500 | $3.6M | 0.27% |
| 43 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 88,000 | $3.2M | 0.24% |
| 44 | BLACKBAUD INC | BLKB | 50,000 | $3.2M | 0.24% |
| 45 | STRIDE INC | LRN | 21,000 | $3.0M | 0.23% |
| 46 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 24,000 | $3.0M | 0.22% |
| 47 | LIFE360 INC | LIFX | 38,000 | $2.5M | 0.19% |
| 48 | ORTHOPEDIATRICS CORP | KIDS | 112,500 | $2.4M | 0.18% |
| 49 | DUOLINGO INC | DUOL | 4,300 | $1.8M | 0.13% |
| 50 | SMURFIT WESTROCK PLC | SW | 7,400 | $318,644 | 0.02% |