Fund HoldingsMIROVA

Total Portfolio Value
$555.88M
Total Bought
$38.23M
Total Sold
$34.00M
Net Transaction
+$4.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WASTE MGMT INC DEL(WM)065,072+65,072015,0652.71%+15,065
ELI LILLY & CO(LLY)026,725+26,725022,0723.97%+22,072
AMERICAN WTR WKS CO INC NEW77,14079,778+2,6389,60311,7692.12%+2,166
VISA INC(V)43,99344,974+98113,90415,7622.84%+1,858
ECOLAB INC(ECL)0159,076+159,076040,3297.25%+40,329
ENERSYS(ENS)25,62643,374+17,7482,3693,9720.71%+1,604
ZURN ELKAY WATER SOLNS CORP(ZWS)048,509+48,50901,6000.29%+1,600
CISCO SYS INC(CSCO)19,55440,286+20,7321,1582,4860.45%+1,328
BRIGHT HORIZONS FAM SOL IN D(BFAM)51,77053,755+1,9855,7396,8291.23%+1,090
LINDE PLC(LIN)12,71013,733+1,0235,3216,3951.15%+1,073
PTC INC(PTC)3286,328+6,000609810.18%+920
BRISTOL-MYERS SQUIBB CO(BMY)014,805+14,80509030.16%+903
EMERSON ELEC CO(EMR)18,98127,173+8,1922,3522,9790.54%+627
SPROUTS FMRS MKT INC(SFM)25,73125,439-2923,2703,8830.70%+613
UNION PAC CORP(UNP)26,84528,479+1,6346,1226,7281.21%+606
XYLEM INC(XYL)83,98386,221+2,2389,74410,3001.85%+556
PROCTER AND GAMBLE CO(PG)045,076+45,07607,6821.38%+7,682
ROPER TECHNOLOGIES INC(ROP)6,6646,643-213,4643,9170.70%+452
STRYKER CORPORATION(SYK)25,77926,136+3579,2829,7291.75%+447
VERTIV HOLDINGS CO(VRT)2,92810,000+7,0723337220.13%+389
EMBECTA CORP029,082+29,08203710.07%+371
VERIZON COMMUNICATIONS INC(VZ)056,715+56,71502,5730.46%+2,573
TJX COS INC NEW(TJX)13,13915,754+2,6151,5871,9190.35%+332
GILEAD SCIENCES INC(GILD)02,895+2,89503240.06%+324
TUTOR PERINI CORP(TPC)56,17071,438+15,2681,3591,6560.30%+297
PLANET LABS PBC(PL)087,686+87,68602960.05%+296
EBAY INC.(EBAY)93,21289,399-3,8135,7746,0551.09%+281
VERALTO CORP(VLTO)21,94525,428+3,4832,2352,4780.45%+243
CYBERARK SOFTWARE LTD8,7399,239+5002,9113,1230.56%+211
NETFLIX INC(NFLX)314525+2112804900.09%+210
MP MATERIALS CORP(MP)052,897+52,89701,2910.23%+1,291
BANK NEW YORK MELLON CORP17,16217,16201,3191,4390.26%+121
MUELLER WTR PRODS INC(MWA)39,33539,33508851,0000.18%+115
VITAL FARMS INC10,90016,465+5,5654115020.09%+91
WEYERHAEUSER CO MTN BE(WY)96,48495,470-1,0142,7162,7950.50%+79
AMERICAN TOWER CORP NEW(AMT)1,3651,36502502970.05%+47
HA SUSTAINABLE INFRA CAP INC(HASI)19,12919,12905135590.10%+46
OTIS WORLDWIDE CORP(OTIS)4,3244,32404004460.08%+46
LKQ CORP(LKQ)6,9496,94902552960.05%+40
AMGEN INC(AMGN)3713710971160.02%+19
CADENCE DESIGN SYSTEM INC(CDNS)12,56414,901+2,3373,7753,7900.68%+15
STEEL DYNAMICS INC(STLD)1,0241,02401171280.02%+11
BOSTON SCIENTIFIC CORP(BSX)25,10222,330-2,7722,2422,2530.41%+11
SHOPIFY INC(SHOP)8961,106+210951060.02%+10
CROWN HLDGS INC(CCK)3,5803,410-1702963040.05%+8
PALO ALTO NETWORKS INC(PANW)21,03422,474+1,4403,8273,8350.69%+8
BECTON DICKINSON & CO(BDX)2,1492,14904884920.09%+5
WATTS WATER TECHNOLOGIES INC(WTS)5,5215,52101,1221,1260.20%+3
NUCOR CORP(NUE)733733086880.02%+3
NORFOLK SOUTHN CORP(NSC)70170101651660.03%+2
WATERS CORP(WAT)177177066650.01%-0
EASTMAN CHEM CO(EMN)480480044420.01%-2
EDWARDS LIFESCIENCES CORP01,143+1,1430830.01%+83
RESMED INC(RMD)416416095930.02%-2
DONALDSON INC(DCI)8,5768,57605785750.10%-2
ZOETIS INC(ZTS)31,57031,221-3495,1445,1410.92%-3
BALL CORP1,2561,256069650.01%-4
DARLING INGREDIENTS INC(DAR)01,808+1,8080560.01%+56
VOYA FINANCIAL INC(VOYA)4,2434,24302922880.05%-5
DOVER CORP(DOV)460460086810.01%-5
CANADIAN PACIFIC KANSAS CITY(CP)2,6872,68701941890.03%-6
CANADIAN NATL RY CO(CNI)1,8021,80201831760.03%-7
AGCO CORP9,9569,95609319220.17%-9
KADANT INC(KAI)1,8641,86406436280.11%-15
WEST PHARMACEUTICAL SVSC INC(WST)155155051350.01%-16
CSX CORP(CSX)6,5786,57802121940.03%-19
HAIN CELESTIAL GROUP INC9,3669,366058390.01%-19
NEXTERA ENERGY INC(NEE)049,772+49,77203,5280.63%+3,528
OMNICOM GROUP INC(OMC)7,9547,95406846590.12%-25
SMURFIT WESTROCK PLC(SW)3,1433,14301691420.03%-28
GENERAL MLS INC(GIS)7,2877,28704654360.08%-29
MERCK & CO INC(MRK)03,255+3,25502920.05%+292
AGILENT TECHNOLOGIES INC(A)1,8651,86502512180.04%-32
AUTODESK INC2,0462,174+1286055690.10%-36
SENSATA TECHNOLOGIES HLDG PL
SHS
13,32613,32603653230.06%-42
DEXCOM INC(DXCM)5,5965,59604353820.07%-53
AUTOLIV INC(ALV)010,020+10,02008860.16%+886
ANSYS INC2,9072,90709819200.17%-60
ADOBE INC(ADBE)1,4611,519+586505830.10%-67
PFIZER INC(PFE)072,215+72,21501,8300.33%+1,830
INTUITIVE SURGICAL INC13,70314,267+5647,1527,0661.27%-86
DANAHER CORPORATION(DHR)3,9313,93109028060.14%-97
OWENS CORNING NEW(OC)3,8033,80306485430.10%-105
FLUENCE ENERGY INC(FLNC)17,40633,936+16,5302761650.03%-112
ON HLDG AG(ONON)11,55411,55406335070.09%-125
METTLER TOLEDO INTERNATIONAL(MTD)1,8941,856-382,3182,1920.39%-126
SWEETGREEN INC20,50020,50006575130.09%-144
BOISE CASCADE CO DEL(BCC)7,0837,08308426950.12%-147
NOVANTA INC(NOVT)5,9975,99709167670.14%-149
HEWLETT PACKARD ENTERPRISE C(HPE)26,45926,45905654080.07%-157
INTERNATIONAL FLAVORS&FRAGRA(IFF)081,982+81,98206,3631.14%+6,363
ENPHASE ENERGY INC(ENPH)027,474+27,47401,7050.31%+1,705
AVERY DENNISON CORP14,16213,850-3122,6502,4650.44%-185
GODADDY INC(GDDY)24,03825,272+1,2344,7444,5520.82%-192
YETI HLDGS INC(YETI)7,0941,475-5,619273490.01%-224
CORE & MAIN INC(CNM)34,96132,185-2,7761,7801,5550.28%-225
MONOLITHIC PWR SYS INC(MPWR)3,3973,069-3282,0101,7800.32%-230
GRAPHIC PACKAGING HLDG CO(GPK)152,851150,973-1,8784,1513,9190.71%-232
WORKDAY INC(WDAY)21,24222,454+1,2125,4815,2440.94%-237
LAUDER ESTEE COS INC(EL)053,514+53,51403,5320.64%+3,532
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