Triodos Investment Management BV
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ELI LILLY & CO | 0 | 22,480 | +22,480 | 0 | 24,272,780 | +24,272,780 |
| VERALTO CORP | 0 | 186,000 | +186,000 | 0 | 18,852,960 | +18,852,960 |
| OWENS CORNING NEW | 0 | 156,000 | +156,000 | 0 | 17,651,400 | +17,651,400 |
| FIRST SOLAR INC | 259,200 | 249,400 | -9,800 | 57,119,904 | 65,916,420 | +8,796,516 |
| INTUITIVE SURGICAL INC | 90,187 | 80,887 | -9,300 | 40,329,823 | 46,318,323 | +5,988,500 |
| DARLING INGREDIENTS INC | 932,914 | 932,914 | 0 | 28,799,055 | 34,079,348 | +5,280,293 |
| EDWARDS LIFESCIENCES CORP | 508,858 | 504,858 | -4,000 | 39,573,887 | 43,518,760 | +3,944,873 |
| AKAMAI TECHNOLOGIES INC | 299,924 | 297,924 | -2,000 | 22,707,246 | 26,208,374 | +3,501,128 |
| COOPER COS INC | 249,750 | 248,250 | -1,500 | 17,115,368 | 20,473,178 | +3,357,810 |
| ADVANCED DRAIN SYS INC DEL | 546,011 | 538,011 | -8,000 | 75,731,726 | 79,060,716 | +3,328,990 |
| KIMBERLY-CLARK CORP | 0 | 26,000 | +26,000 | 0 | 2,640,820 | +2,640,820 |
| TAIWAN SEMICONDUCTOR MFG LTD | 251,853 | 241,453 | -10,400 | 70,340,024 | 72,334,490 | +1,994,466 |
| MASTERCARD INCORPORATED | 102,264 | 102,364 | +100 | 58,168,786 | 59,107,021 | +938,235 |
| DEERE & CO | 76,350 | 75,850 | -500 | 34,911,801 | 35,644,949 | +733,148 |
| HA SUSTAINABLE INFRA CAP INC | 550,000 | 550,000 | 0 | 16,885,000 | 17,583,500 | +698,500 |
| ACUITY INC | 75,500 | 73,000 | -2,500 | 26,001,445 | 26,639,160 | +637,715 |
| ZEBRA TECHNOLOGIES CORPORATI | 43,000 | 54,000 | +11,000 | 12,766,270 | 13,323,960 | +557,690 |
| HOLOGIC INC | 62,750 | 62,750 | 0 | 4,232,488 | 4,677,385 | +444,897 |
| BLACKBAUD INC | 54,000 | 59,000 | +5,000 | 3,469,500 | 3,747,680 | +278,180 |
| REVVITY INC | 37,500 | 36,500 | -1,000 | 3,286,875 | 3,556,195 | +269,320 |
| ORTHOPEDIATRICS CORP | 132,500 | 147,000 | +14,500 | 2,453,900 | 2,640,120 | +186,220 |
| KLA CORP | 66,401 | 57,651 | -8,750 | 71,545,749 | 71,697,666 | +151,917 |
| BRIGHT HORIZONS FAM SOL IN D | 28,500 | 31,000 | +2,500 | 3,094,245 | 3,166,030 | +71,785 |
| WATTS WATER TECHNOLOGIES INC | 86,000 | 86,000 | 0 | 24,018,080 | 24,083,440 | +65,360 |
| BADGER METER INC | 65,000 | 65,000 | 0 | 11,607,700 | 11,584,950 | -22,750 |
| ZURN ELKAY WATER SOLNS CORP | 85,000 | 83,000 | -2,000 | 3,997,550 | 3,927,560 | -69,990 |
| ADOBE INC | 86,037 | 85,537 | -500 | 30,333,205 | 30,152,648 | -180,557 |
| DUOLINGO INC | 6,750 | 11,000 | +4,250 | 2,174,040 | 1,948,540 | -225,500 |
| CARLISLE COS INC | 90,750 | 90,750 | 0 | 29,853,120 | 29,420,243 | -432,877 |
| PLANET FITNESS INC | 297,000 | 276,000 | -21,000 | 30,828,600 | 30,139,200 | -689,400 |
| INGREDION INC | 79,000 | 79,000 | 0 | 9,646,690 | 8,784,010 | -862,680 |
| LIFE360 INC | 28,000 | 31,500 | +3,500 | 2,974,160 | 2,101,995 | -872,165 |
| MILLICOM INTL CELLULAR S A | 709,000 | 607,000 | -102,000 | 34,393,590 | 33,439,630 | -953,960 |
| STRATEGIC ED INC | 220,000 | 220,000 | 0 | 18,920,000 | 17,846,400 | -1,073,600 |
| MSA SAFETY INC | 122,000 | 122,000 | 0 | 20,992,540 | 19,833,540 | -1,159,000 |
| MUELLER WTR PRODS INC | 1,085,000 | 1,090,000 | +5,000 | 27,689,200 | 26,465,200 | -1,224,000 |
| GEN DIGITAL INC | 1,424,538 | 1,425,038 | +500 | 40,428,388 | 39,131,543 | -1,296,845 |
| ELEVANCE HEALTH INC FORMERLY | 92,080 | 81,380 | -10,700 | 29,752,890 | 28,385,344 | -1,367,546 |
| STRIDE INC | 21,000 | 21,000 | 0 | 3,127,740 | 1,375,710 | -1,752,030 |
| ALLEGION PLC | 145,000 | 145,000 | 0 | 25,715,750 | 23,363,850 | -2,351,900 |
| XYLEM INC | 240,500 | 240,500 | 0 | 35,473,750 | 33,090,395 | -2,383,355 |
| PROCTER AND GAMBLE CO | 255,095 | 255,095 | 0 | 39,195,347 | 36,746,435 | -2,448,912 |
| AT&T INC | 1,051,265 | 1,051,265 | 0 | 29,687,724 | 26,081,885 | -3,605,839 |
| RESMED INC | 120,600 | 120,600 | 0 | 33,011,838 | 29,315,448 | -3,696,390 |
| GENTEX CORP | 801,000 | 801,000 | 0 | 22,660,290 | 18,871,560 | -3,788,730 |
| PALO ALTO NETWORKS INC | 221,300 | 219,600 | -1,700 | 45,047,828 | 41,032,260 | -4,015,568 |
| UNIVERSAL DISPLAY CORP | 185,000 | 185,000 | 0 | 26,560,450 | 22,007,600 | -4,552,850 |
| CALIFORNIA WTR SVC GROUP | 493,000 | 414,000 | -79,000 | 22,623,770 | 18,037,980 | -4,585,790 |
| ALEXANDRIA REAL ESTATE EQ IN | 227,800 | 225,800 | -2,000 | 18,984,852 | 11,170,326 | -7,814,526 |
| NVIDIA CORPORATION | 446,670 | 397,970 | -48,700 | 83,335,222 | 74,635,294 | -8,699,928 |
| EBAY INC | 617,698 | 544,198 | -73,500 | 56,173,456 | 47,399,646 | -8,773,810 |