MIROVA
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 256,949 | 869,338 | +612,389 | 47,920,988 | 151,612,547 | 6.16% | +103,691,559 |
| SYNOPSYS INC(SNPS) | 0 | 151,873 | +151,873 | 0 | 60,214,607 | 2.45% | +60,214,607 |
| SERVICENOW INC(NOW) | 38,904 | 611,772 | +572,868 | 5,959,704 | 63,960,763 | 2.60% | +58,001,059 |
| ALPHABET INC(GOOG) | 0 | 180,834 | +180,834 | 0 | 52,000,625 | 2.11% | +52,000,625 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 43,291 | 232,032 | +188,741 | 13,531,901 | 64,474,732 | 2.62% | +50,942,831 |
| BROADCOM INC(AVGO) | 12,706 | 169,717 | +157,011 | 4,397,547 | 52,529,109 | 2.13% | +48,131,562 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 117,624 | +117,624 | 0 | 45,921,586 | 1.86% | +45,921,586 |
| SNOWFLAKE INC(SNOW) | 0 | 257,688 | +257,688 | 0 | 38,864,504 | 1.58% | +38,864,504 |
| NVENT ELEC PLC(NVT) | 0 | 320,522 | +320,522 | 0 | 37,911,342 | 1.54% | +37,911,342 |
| CLEAN HARBORS INC(CLH) | 0 | 130,675 | +130,675 | 0 | 37,468,443 | 1.52% | +37,468,443 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 182,667 | +182,667 | 0 | 37,159,948 | 1.51% | +37,159,948 |
| BENTLEY SYS INC(BSY) | 288,530 | 1,257,702 | +969,172 | 11,011,747 | 44,170,494 | 1.79% | +33,158,747 |
| VERTIV HOLDINGS CO(VRT) | 30,825 | 151,388 | +120,563 | 4,993,958 | 37,934,805 | 1.54% | +32,940,847 |
| INTUITIVE SURGICAL INC | 17,375 | 91,279 | +73,904 | 9,840,505 | 42,078,706 | 1.71% | +32,238,201 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 10,189 | 73,275 | +63,086 | 5,904,016 | 36,016,861 | 1.46% | +30,112,845 |
| KLA CORP(KLAC) | 0 | 19,632 | +19,632 | 0 | 28,906,353 | 1.17% | +28,906,353 |
| MICROSOFT CORP(MSFT) | 87,459 | 188,849 | +101,390 | 42,296,922 | 69,906,234 | 2.84% | +27,609,312 |
| VERALTO CORP(VLTO) | 40,502 | 354,189 | +313,687 | 4,041,290 | 31,317,391 | 1.27% | +27,276,101 |
| JBT MAREL CORPORATION(JBTM) | 0 | 194,430 | +194,430 | 0 | 24,861,764 | 1.01% | +24,861,764 |
| WASTE CONNECTIONS INC(WCN) | 0 | 148,126 | +148,126 | 0 | 24,061,587 | 0.98% | +24,061,587 |
| ELASTIC N V ORD SHS | 0 | 479,093 | +479,093 | 0 | 23,949,859 | 0.97% | +23,949,859 |
| MONGODB INC(MDB) | 0 | 97,300 | +97,300 | 0 | 23,816,121 | 0.97% | +23,816,121 |
| PALO ALTO NETWORKS INC(PANW) | 38,493 | 186,566 | +148,073 | 7,090,411 | 29,910,261 | 1.21% | +22,819,850 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 9,728 | 172,152 | +162,424 | 1,408,906 | 23,607,204 | 0.96% | +22,198,298 |
| EQUINIX INC(EQIX) | 0 | 22,604 | +22,604 | 0 | 22,157,345 | 0.90% | +22,157,345 |
| IDEX CORP(IEX) | 51,448 | 160,700 | +109,252 | 9,154,657 | 30,460,685 | 1.24% | +21,306,028 |
| PTC INC(PTC) | 22,022 | 173,039 | +151,017 | 3,836,453 | 24,656,327 | 1.00% | +20,819,874 |
| CORE & MAIN INC(CNM) | 0 | 418,000 | +418,000 | 0 | 20,649,200 | 0.84% | +20,649,200 |
| DANAHER CORP DEL(DHR) | 19,574 | 130,964 | +111,390 | 4,480,880 | 24,830,774 | 1.01% | +20,349,894 |
| WASTE MGMT INC DEL(WM) | 81,971 | 166,449 | +84,478 | 18,009,848 | 38,248,316 | 1.55% | +20,238,468 |
| MANHATTAN ASSOCIATES INC(MANH) | 0 | 148,622 | +148,622 | 0 | 19,784,561 | 0.80% | +19,784,561 |
| API GROUP CORP(APG) | 0 | 482,616 | +482,616 | 0 | 19,555,600 | 0.79% | +19,555,600 |
| DIGITAL RLTY TR INC(DLR) | 0 | 105,387 | +105,387 | 0 | 18,991,791 | 0.77% | +18,991,791 |
| DEXCOM INC(DXCM) | 0 | 292,754 | +292,754 | 0 | 18,384,951 | 0.75% | +18,384,951 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 0 | 723,842 | +723,842 | 0 | 18,103,288 | 0.74% | +18,103,288 |
| OSI SYSTEMS INC(OSIS) | 0 | 65,007 | +65,007 | 0 | 17,260,009 | 0.70% | +17,260,009 |
| MEDTRONIC PLC(MDT) | 0 | 195,560 | +195,560 | 0 | 16,945,274 | 0.69% | +16,945,274 |
| JFROG LTD(FROG) | 0 | 354,574 | +354,574 | 0 | 16,640,158 | 0.68% | +16,640,158 |
| STERIS PLC(STE) | 0 | 74,230 | +74,230 | 0 | 16,414,480 | 0.67% | +16,414,480 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 37,823 | +37,823 | 0 | 16,414,047 | 0.67% | +16,414,047 |
| ESSENTIAL UTILS INC(WTRG) | 0 | 392,726 | +392,726 | 0 | 15,815,076 | 0.64% | +15,815,076 |
| WABTEC(WAB) | 0 | 61,481 | +61,481 | 0 | 15,364,717 | 0.62% | +15,364,717 |
| NETFLIX INC.(NFLX) | 4,753 | 160,622 | +155,869 | 445,641 | 15,443,805 | 0.63% | +14,998,164 |
| ZSCALER INC(ZS) | 0 | 105,882 | +105,882 | 0 | 14,854,186 | 0.60% | +14,854,186 |
| ECOLAB INC(ECL) | 150,020 | 202,638 | +52,618 | 39,383,250 | 53,905,761 | 2.19% | +14,522,511 |
| ARGENX SE(ARGX) | 0 | 19,833 | +19,833 | 0 | 14,483,048 | 0.59% | +14,483,048 |
| NASDAQ INC(NDAQ) | 0 | 165,715 | +165,715 | 0 | 14,067,546 | 0.57% | +14,067,546 |
| FERGUSON ENTERPRISES INC(FERG) | 0 | 57,804 | +57,804 | 0 | 13,483,361 | 0.55% | +13,483,361 |
| MSA SAFETY INC(MSA) | 0 | 80,640 | +80,640 | 0 | 13,220,928 | 0.54% | +13,220,928 |
| PENTAIR PLC(PNR) | 72,181 | 228,918 | +156,737 | 7,516,929 | 19,941,047 | 0.81% | +12,424,118 |
| CELLEBRITE DI LTD(CLBT) | 0 | 881,512 | +881,512 | 0 | 12,147,235 | 0.49% | +12,147,235 |
| AXON ENTERPRISE INC(AXON) | 0 | 28,564 | +28,564 | 0 | 12,130,845 | 0.49% | +12,130,845 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 0 | 45,585 | +45,585 | 0 | 12,094,612 | 0.49% | +12,094,612 |
| TYLER TECHNOLOGIES INC(TYL) | 0 | 35,170 | +35,170 | 0 | 12,041,505 | 0.49% | +12,041,505 |
| ROLLINS INC(ROL) | 0 | 224,568 | +224,568 | 0 | 11,994,177 | 0.49% | +11,994,177 |
| AUTODESK INC | 0 | 49,886 | +49,886 | 0 | 11,942,708 | 0.49% | +11,942,708 |
| H2O AMERICA(HTO) | 0 | 195,246 | +195,246 | 0 | 11,455,083 | 0.47% | +11,455,083 |
| SMITH A O CORP(AOS) | 0 | 172,000 | +172,000 | 0 | 11,341,680 | 0.46% | +11,341,680 |
| APTIV PLC(APTV) | 12,418 | 170,445 | +158,027 | 944,886 | 11,835,701 | 0.48% | +10,890,815 |
| TRANSUNION(TRU) | 0 | 154,637 | +154,637 | 0 | 10,699,334 | 0.43% | +10,699,334 |
| ROPER TECHNOLOGIES INC(ROP) | 10,367 | 43,035 | +32,668 | 4,614,663 | 15,228,365 | 0.62% | +10,613,702 |
| LITTELFUSE INC(LFUS) | 21,733 | 47,410 | +25,677 | 5,496,710 | 16,088,583 | 0.65% | +10,591,873 |
| AECOM(ACM) | 0 | 123,635 | +123,635 | 0 | 10,486,721 | 0.43% | +10,486,721 |
| GENERAC HLDGS INC(GNRC) | 0 | 53,187 | +53,187 | 0 | 10,389,017 | 0.42% | +10,389,017 |
| MIDDLESEX WTR CO(MSEX) | 0 | 196,000 | +196,000 | 0 | 10,201,800 | 0.41% | +10,201,800 |
| AGILENT TECHNOLOGIES INC(A) | 0 | 88,559 | +88,559 | 0 | 10,093,955 | 0.41% | +10,093,955 |
| SYMBOTIC INC(SYM) | 0 | 189,642 | +189,642 | 0 | 10,088,954 | 0.41% | +10,088,954 |
| BRUKER CORP(BRKR) | 0 | 269,877 | +269,877 | 0 | 9,747,957 | 0.40% | +9,747,957 |
| CRYOPORT INC | 0 | 1,158,277 | +1,158,277 | 0 | 9,590,534 | 0.39% | +9,590,534 |
| CINTAS CORP(CTAS) | 0 | 56,593 | +56,593 | 0 | 9,572,140 | 0.39% | +9,572,140 |
| TETRA TECH INC NEW(TTEK) | 269,697 | 611,722 | +342,025 | 9,045,637 | 18,425,067 | 0.75% | +9,379,430 |
| DATADOG INC(DDOG) | 0 | 72,649 | +72,649 | 0 | 8,576,214 | 0.35% | +8,576,214 |
| XYLEM INC(XYL) | 152,226 | 244,505 | +92,279 | 20,730,137 | 29,218,348 | 1.19% | +8,488,211 |
| IRON MTN INC DEL(IRM) | 0 | 83,040 | +83,040 | 0 | 8,481,706 | 0.34% | +8,481,706 |
| MODINE MFG CO(MOD) | 0 | 36,500 | +36,500 | 0 | 7,909,915 | 0.32% | +7,909,915 |
| VERIZON COMMUNICATIONS INC(VZ) | 11,298 | 161,329 | +150,031 | 460,168 | 8,098,716 | 0.33% | +7,638,548 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 0 | 167,277 | +167,277 | 0 | 7,500,701 | 0.30% | +7,500,701 |
| LOWES COS INC(LOW) | 0 | 30,301 | +30,301 | 0 | 7,159,520 | 0.29% | +7,159,520 |
| BEST BUY INC(BBY) | 0 | 107,977 | +107,977 | 0 | 6,932,123 | 0.28% | +6,932,123 |
| MIRION TECHNOLOGIES INC(MIR) | 0 | 368,380 | +368,380 | 0 | 6,848,184 | 0.28% | +6,848,184 |
| HEALTHEQUITY INC(HQY) | 0 | 80,608 | +80,608 | 0 | 6,736,411 | 0.27% | +6,736,411 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 6,394 | +6,394 | 0 | 6,371,173 | 0.26% | +6,371,173 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 0 | 29,547 | +29,547 | 0 | 6,177,687 | 0.25% | +6,177,687 |
| ABBVIE INC(ABBV) | 0 | 28,049 | +28,049 | 0 | 6,100,377 | 0.25% | +6,100,377 |
| NATERA INC(NTRA) | 0 | 29,417 | +29,417 | 0 | 5,883,106 | 0.24% | +5,883,106 |
| TAPESTRY INC(TPR) | 0 | 39,731 | +39,731 | 0 | 5,606,441 | 0.23% | +5,606,441 |
| T-MOBILE US INC(TMUS) | 0 | 26,100 | +26,100 | 0 | 5,481,783 | 0.22% | +5,481,783 |
| MERCK & CO INC(MRK) | 0 | 43,698 | +43,698 | 0 | 5,256,432 | 0.21% | +5,256,432 |
| AMERICAN WTR WKS CO INC NEW | 124,136 | 156,590 | +32,454 | 16,199,748 | 21,310,333 | 0.87% | +5,110,585 |
| S&P GLOBAL INC(SPGI) | 0 | 11,992 | +11,992 | 0 | 5,100,677 | 0.21% | +5,100,677 |
| BJS WHSL CLUB HLDGS INC(BJ) | 0 | 51,369 | +51,369 | 0 | 5,055,737 | 0.21% | +5,055,737 |
| MSCI INC(MSCI) | 0 | 9,074 | +9,074 | 0 | 4,890,977 | 0.20% | +4,890,977 |
| UNITI GROUP LLC(UNIT) | 0 | 514,675 | +514,675 | 0 | 4,827,652 | 0.20% | +4,827,652 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 31,708 | 39,821 | +8,113 | 6,442,749 | 11,244,256 | 0.46% | +4,801,507 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 10,383 | +10,383 | 0 | 4,636,425 | 0.19% | +4,636,425 |
| PLANET FITNESS MASTER ISSUER(PLNT) | 0 | 61,986 | +61,986 | 0 | 4,610,519 | 0.19% | +4,610,519 |
| GILEAD SCIENCES INC(GILD) | 3,724 | 35,821 | +32,097 | 457,084 | 4,992,373 | 0.20% | +4,535,289 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 13,678 | +13,678 | 0 | 4,525,640 | 0.18% | +4,525,640 |
| ALCON AG(ALC) | 0 | 58,536 | +58,536 | 0 | 4,410,688 | 0.18% | +4,410,688 |
| STRYKER CORPORATION(SYK) | 28,617 | 43,973 | +15,356 | 10,058,017 | 14,449,088 | 0.59% | +4,391,071 |