Triodos Investment Management BV
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DARLING INGREDIENTS INC(DAR) | 932,914 | 933,914 | +1,000 | 34,079,348 | 57,762,581 | 4.37% | +23,683,233 |
| AT&T INC(T) | 1,051,265 | 1,290,265 | +239,000 | 26,081,885 | 37,404,782 | 2.83% | +11,322,897 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 297,924 | 297,924 | 0 | 26,208,374 | 34,207,634 | 2.59% | +7,999,260 |
| VERALTO CORP(VLTO) | 186,000 | 294,500 | +108,500 | 18,852,960 | 26,039,690 | 1.97% | +7,186,730 |
| SPROUTS FMRS MKT INC(SFM) | 0 | 92,000 | +92,000 | 0 | 7,095,960 | 0.54% | +7,095,960 |
| DEERE & CO(DE) | 75,850 | 75,500 | -350 | 35,644,949 | 42,529,150 | 3.22% | +6,884,201 |
| MILLICOM INTL CELLULAR S A COM STK | 607,000 | 518,000 | -89,000 | 33,439,630 | 38,782,660 | 2.93% | +5,343,030 |
| PALO ALTO NETWORKS INC(PANW) | 219,600 | 282,500 | +62,900 | 41,032,260 | 45,287,575 | 3.42% | +4,255,315 |
| HA SUSTAINABLE INFRA CAP INC(HASI) | 550,000 | 550,000 | 0 | 17,583,500 | 20,212,500 | 1.53% | +2,629,000 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 241,453 | 220,253 | -21,200 | 72,334,490 | 74,434,501 | 5.63% | +2,100,011 |
| KLA CORP(KLAC) | 57,651 | 49,951 | -7,700 | 71,697,666 | 73,489,410 | 5.56% | +1,791,744 |
| EBAY INC(EBAY) | 544,198 | 538,198 | -6,000 | 47,399,646 | 48,992,164 | 3.70% | +1,592,518 |
| STRIDE INC(LRN) | 21,000 | 32,500 | +11,500 | 1,375,710 | 2,865,525 | 0.22% | +1,489,815 |
| MUELLER WTR PRODS INC(MWA) | 1,090,000 | 1,008,000 | -82,000 | 26,465,200 | 27,709,920 | 2.10% | +1,244,720 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 54,000 | 69,000 | +15,000 | 13,323,960 | 14,427,210 | 1.09% | +1,103,250 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 86,000 | 86,000 | 0 | 24,083,440 | 24,964,940 | 1.89% | +881,500 |
| CALIFORNIA WTR SVC GROUP(CWT) | 414,000 | 414,000 | 0 | 18,037,980 | 18,770,760 | 1.42% | +732,780 |
| CARLISLE COS INC(CSL) | 90,750 | 89,750 | -1,000 | 29,420,243 | 29,942,395 | 2.26% | +522,152 |
| STRATEGIC ED INC(STRA) | 220,000 | 220,000 | 0 | 17,846,400 | 18,222,600 | 1.38% | +376,200 |
| MSA SAFETY INC(MSA) | 122,000 | 122,000 | 0 | 19,833,540 | 20,001,900 | 1.51% | +168,360 |
| INGREDION INC(INGR) | 79,000 | 79,000 | 0 | 8,784,010 | 8,900,140 | 0.67% | +116,130 |
| PROCTER AND GAMBLE CO(PG) | 255,095 | 255,095 | 0 | 36,746,435 | 36,845,922 | 2.79% | +99,487 |
| HOLOGIC INC | 62,750 | 62,750 | 0 | 4,677,385 | 4,740,135 | 0.36% | +62,750 |
| KIMBERLY-CLARK CORP(KMB) | 26,000 | 28,000 | +2,000 | 2,640,820 | 2,701,160 | 0.20% | +60,340 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 31,000 | 38,500 | +7,500 | 3,166,030 | 3,162,005 | 0.24% | -4,025 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 83,000 | 87,000 | +4,000 | 3,927,560 | 3,901,080 | 0.29% | -26,480 |
| REVVITY INC(RVTY) | 36,500 | 37,500 | +1,000 | 3,556,195 | 3,285,375 | 0.25% | -270,820 |
| ORTHOPEDIATRICS CORP | 147,000 | 147,000 | 0 | 2,640,120 | 2,329,950 | 0.18% | -310,170 |
| LIFE360 INC(LIF) | 31,500 | 42,000 | +10,500 | 2,101,995 | 1,714,440 | 0.13% | -387,555 |
| ACUITY INC(AYI) | 73,000 | 93,000 | +20,000 | 26,639,160 | 26,060,460 | 1.97% | -578,700 |
| OWENS CORNING NEW(OC) | 156,000 | 156,000 | 0 | 17,651,400 | 16,882,320 | 1.28% | -769,080 |
| DUOLINGO INC(DUOL) | 11,000 | 11,000 | 0 | 1,948,540 | 1,084,160 | 0.08% | -864,380 |
| BLACKBAUD INC(BLKB) | 59,000 | 66,000 | +7,000 | 3,747,680 | 2,548,260 | 0.19% | -1,199,420 |
| ELI LILLY & CO(LLY) | 22,480 | 25,080 | +2,600 | 24,272,780 | 23,067,832 | 1.74% | -1,204,948 |
| GENTEX CORP(GNTX) | 801,000 | 801,000 | 0 | 18,871,560 | 17,501,850 | 1.32% | -1,369,710 |
| BADGER METER INC | 65,000 | 65,000 | 0 | 11,584,950 | 9,902,750 | 0.75% | -1,682,200 |
| ALLEGION PLC(ALLE) | 145,000 | 145,000 | 0 | 23,363,850 | 21,067,050 | 1.59% | -2,296,800 |
| RESMED INC(RMD) | 120,600 | 119,100 | -1,500 | 29,315,448 | 26,735,568 | 2.02% | -2,579,880 |
| PLANET FITNESS INC(PLNT) | 276,000 | 370,000 | +94,000 | 30,139,200 | 27,520,600 | 2.08% | -2,618,600 |
| COOPER COS INC(COO) | 248,250 | 248,250 | 0 | 20,473,178 | 17,742,428 | 1.34% | -2,730,750 |
| EDWARDS LIFESCIENCES CORP | 504,858 | 501,858 | -3,000 | 43,518,760 | 40,188,789 | 3.04% | -3,329,971 |
| XYLEM INC(XYL) | 240,500 | 238,500 | -2,000 | 33,090,395 | 28,500,750 | 2.16% | -4,589,645 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 538,011 | 536,711 | -1,300 | 79,060,716 | 73,599,179 | 5.57% | -5,461,537 |
| NVIDIA CORPORATION(NVDA) | 397,970 | 394,970 | -3,000 | 74,635,294 | 68,843,271 | 5.21% | -5,792,023 |
| GEN DIGITAL INC(GEN) | 1,425,038 | 1,769,538 | +344,500 | 39,131,543 | 33,285,010 | 2.52% | -5,846,533 |
| UNIVERSAL DISPLAY CORP(OLED) | 185,000 | 161,000 | -24,000 | 22,007,600 | 14,733,110 | 1.11% | -7,274,490 |
| MASTERCARD INCORPORATED(MA) | 102,364 | 101,364 | -1,000 | 59,107,021 | 50,647,536 | 3.83% | -8,459,485 |
| INTUITIVE SURGICAL INC | 80,887 | 80,387 | -500 | 46,318,323 | 37,069,661 | 2.80% | -9,248,662 |
| ALEXANDRIA REAL ESTATE EQ IN | 225,800 | 0 | -225,800 | 11,170,326 | 0 | — | -11,170,326 |
| FIRST SOLAR INC(FSLR) | 249,400 | 277,600 | +28,200 | 65,916,420 | 54,731,616 | 4.14% | -11,184,804 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 81,380 | 0 | -81,380 | 28,385,344 | 0 | — | -28,385,344 |
| ADOBE INC(ADBE) | 85,537 | 0 | -85,537 | 30,152,648 | 0 | — | -30,152,648 |