Triodos Investment Management BV
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 251,853 | 251,853 | 0 | 57,042,186 | 70,340,024 | 5.09% | +13,297,838 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 553,411 | 546,011 | -7,400 | 63,564,787 | 75,731,726 | 5.48% | +12,166,939 |
| FIRST SOLAR INC(FSLR) | 274,100 | 259,200 | -14,900 | 45,341,622 | 57,119,904 | 4.13% | +11,778,282 |
| EBAY INC(EBAY) | 664,198 | 617,698 | -46,500 | 49,436,257 | 56,173,456 | 4.06% | +6,737,199 |
| NVIDIA CORPORATION(NVDA) | 491,270 | 446,670 | -44,600 | 77,551,882 | 83,335,222 | 6.03% | +5,783,340 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 24,000 | 43,000 | +19,000 | 7,400,640 | 12,766,270 | 0.92% | +5,365,630 |
| GENTEX CORP(GNTX) | 801,000 | 801,000 | 0 | 17,605,980 | 22,660,290 | 1.64% | +5,054,310 |
| XYLEM INC(XYL) | 240,500 | 240,500 | 0 | 31,111,080 | 35,473,750 | 2.57% | +4,362,670 |
| KLA CORP(KLAC) | 75,101 | 66,401 | -8,700 | 67,226,660 | 71,545,749 | 5.17% | +4,319,089 |
| MILLICOM INTL CELLULAR S A | 808,000 | 709,000 | -99,000 | 30,243,440 | 34,393,590 | 2.49% | +4,150,150 |
| ALLEGION PLC(ALLE) | 150,000 | 145,000 | -5,000 | 21,618,000 | 25,715,750 | 1.86% | +4,097,750 |
| MASTERCARD INCORPORATED(MA) | 97,764 | 102,264 | +4,500 | 54,937,502 | 58,168,786 | 4.21% | +3,231,284 |
| PLANET FITNESS INC(PLNT) | 256,000 | 297,000 | +41,000 | 27,916,800 | 30,828,600 | 2.23% | +2,911,800 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 86,000 | 86,000 | 0 | 21,146,540 | 24,018,080 | 1.74% | +2,871,540 |
| ALEXANDRIA REAL ESTATE EQ IN | 229,800 | 227,800 | -2,000 | 16,690,374 | 18,984,852 | 1.37% | +2,294,478 |
| HA SUSTAINABLE INFRA CAP INC(HASI) | 550,000 | 550,000 | 0 | 14,773,000 | 16,885,000 | 1.22% | +2,112,000 |
| MUELLER WTR PRODS INC(MWA) | 1,080,000 | 1,085,000 | +5,000 | 25,963,200 | 27,689,200 | 2.00% | +1,726,000 |
| RESMED INC(RMD) | 121,700 | 120,600 | -1,100 | 31,398,600 | 33,011,838 | 2.39% | +1,613,238 |
| PROCTER AND GAMBLE CO(PG) | 237,695 | 255,095 | +17,400 | 37,869,567 | 39,195,347 | 2.83% | +1,325,780 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 88,000 | 85,000 | -3,000 | 3,218,160 | 3,997,550 | 0.29% | +779,390 |
| ACUITY INC(AYI) | 84,800 | 75,500 | -9,300 | 25,299,232 | 26,001,445 | 1.88% | +702,213 |
| OWENS CORNING NEW(OC) | 156,000 | 156,000 | 0 | 21,453,120 | 22,067,760 | 1.60% | +614,640 |
| MSA SAFETY INC(MSA) | 122,000 | 122,000 | 0 | 20,438,660 | 20,992,540 | 1.52% | +553,880 |
| LIFE360 INC(LIF) | 38,000 | 28,000 | -10,000 | 2,477,980 | 2,974,160 | 0.22% | +496,180 |
| DUOLINGO INC(DUOL) | 4,300 | 6,750 | +2,450 | 1,761,151 | 2,174,040 | 0.16% | +412,889 |
| BLACKBAUD INC(BLKB) | 50,000 | 54,000 | +4,000 | 3,210,500 | 3,469,500 | 0.25% | +259,000 |
| HOLOGIC INC | 61,000 | 62,750 | +1,750 | 3,973,540 | 4,232,488 | 0.31% | +258,948 |
| CALIFORNIA WTR SVC GROUP(CWT) | 493,000 | 493,000 | 0 | 22,421,640 | 22,623,770 | 1.64% | +202,130 |
| STRATEGIC ED INC(STRA) | 220,000 | 220,000 | 0 | 18,728,600 | 18,920,000 | 1.37% | +191,400 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 24,000 | 28,500 | +4,500 | 2,966,160 | 3,094,245 | 0.22% | +128,085 |
| STRIDE INC(LRN) | 21,000 | 21,000 | 0 | 3,048,990 | 3,127,740 | 0.23% | +78,750 |
| ORTHOPEDIATRICS CORP | 112,500 | 132,500 | +20,000 | 2,415,375 | 2,453,900 | 0.18% | +38,525 |
| SMURFIT WESTROCK PLC(SW) | 7,400 | 7,400 | 0 | 318,644 | 315,018 | 0.02% | -3,626 |
| EDWARDS LIFESCIENCES CORP | 509,258 | 508,858 | -400 | 39,829,068 | 39,573,887 | 2.86% | -255,181 |
| PALO ALTO NETWORKS INC(PANW) | 221,500 | 221,300 | -200 | 45,307,825 | 45,047,828 | 3.26% | -259,997 |
| REVVITY INC(RVTY) | 37,500 | 37,500 | 0 | 3,627,000 | 3,286,875 | 0.24% | -340,125 |
| COOPER COS INC(COO) | 248,000 | 249,750 | +1,750 | 17,647,680 | 17,115,368 | 1.24% | -532,312 |
| AT&T INC(T) | 1,056,265 | 1,051,265 | -5,000 | 30,568,309 | 29,687,724 | 2.15% | -880,585 |
| INGREDION INC(INGR) | 79,000 | 79,000 | 0 | 10,713,980 | 9,646,690 | 0.70% | -1,067,290 |
| GEN DIGITAL INC(GEN) | 1,415,038 | 1,424,538 | +9,500 | 41,573,816 | 40,428,388 | 2.92% | -1,145,428 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 299,924 | 299,924 | 0 | 23,915,940 | 22,707,246 | 1.64% | -1,208,694 |
| UNIVERSAL DISPLAY CORP(OLED) | 185,000 | 185,000 | 0 | 28,558,450 | 26,560,450 | 1.92% | -1,998,000 |
| ADOBE INC(ADBE) | 85,937 | 86,037 | +100 | 33,232,697 | 30,333,205 | 2.19% | -2,899,492 |
| NOMAD FOODS LTD(NOMD) | 959,179 | 959,179 | 0 | 16,296,451 | 12,613,204 | 0.91% | -3,683,247 |
| CARLISLE COS INC(CSL) | 90,750 | 90,750 | 0 | 33,886,050 | 29,853,120 | 2.16% | -4,032,930 |
| DEERE & CO(DE) | 76,900 | 76,350 | -550 | 39,102,881 | 34,911,801 | 2.52% | -4,191,080 |
| BADGER METER INC | 65,000 | 65,000 | 0 | 15,921,750 | 11,607,700 | 0.84% | -4,314,050 |
| ELEVANCE HEALTH INC(ELV) | 93,180 | 92,080 | -1,100 | 36,243,293 | 29,752,890 | 2.15% | -6,490,403 |
| DARLING INGREDIENTS INC(DAR) | 932,914 | 932,914 | 0 | 35,394,757 | 28,799,055 | 2.08% | -6,595,702 |
| INTUITIVE SURGICAL INC | 91,237 | 90,187 | -1,050 | 49,579,098 | 40,329,823 | 2.92% | -9,249,275 |