Fund HoldingsMIROVA

Total Portfolio Value
$496.64M
Total Bought
$49.51M
Total Sold
$70.75M
Net Transaction
-$21.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRIMBLE INC(TRMB)68,148125,655+57,5073,6086,7681.36%+3,160
IDEX CORP(IEX)13,71126,647+12,9362,9515,5431.12%+2,592
TETRA TECH INC NEW(TTEK)16,50534,597+18,0922,7035,2601.06%+2,557
ANSYS INC10,25817,572+7,3143,3885,2291.05%+1,841
AUTODESK INC11,64819,780+8,1322,3834,0930.82%+1,709
APTIV PLC(APTV)17,54834,306+16,7581,7913,3820.68%+1,591
FIRST SOLAR INC(FSLR)11,99123,911+11,9202,2793,8640.78%+1,584
BENTLEY SYS INC(BSY)55,33986,216+30,8773,0014,3250.87%+1,324
BROOKFIELD RENEWABLE CORP(BEPC)83,540159,361+75,8212,6333,8150.77%+1,182
SPLUNK INC27,71327,71302,9404,0530.82%+1,113
DARLING INGREDIENTS INC(DAR)56,70787,696+30,9893,6174,5780.92%+960
AMERESCO INC31,61364,706+33,0931,5372,4950.50%+958
BLOOM ENERGY CORP97,090191,212+94,1221,5872,5350.51%+948
ELI LILLY & CO(LLY)25,71624,168-1,54812,06012,9812.61%+921
MP MATERIALS CORP(MP)34,90980,374+45,4657991,5350.31%+736
ARRAY TECHNOLOGIES INC(ARRY)90,463124,992+34,5292,0442,7740.56%+729
WOLFSPEED INC(WOLF)35,25563,923+28,6681,9602,4350.49%+476
ACCENTURE PLC IRELAND
SHS CLASS A
119,091120,713+1,62236,74937,0727.46%+323
HANNON ARMSTRONG SUST INFR C(HASI)96,584126,140+29,5562,4152,6740.54%+260
STERICYCLE INC41,83048,357+6,5271,9432,1620.44%+219
SHOALS TECHNOLOGIES GROUP IN(SHLS)98,027146,649+48,6222,5062,6760.54%+171
CYBERARK SOFTWARE LTD17,37817,37802,7172,8460.57%+129
PLUG POWER INC(PLUG)174,613255,641+81,0281,8141,9430.39%+129
CHARGEPOINT HOLDINGS INC113,063220,539+107,4769941,0960.22%+102
FLUENCE ENERGY INC(FLNC)100,460116,951+16,4912,6762,6890.54%+12
LULULEMON ATHLETICA INC(LULU)7,0786,973-1052,6792,6890.54%+10
SPROUTS FMRS MKT INC(SFM)02,017+2,0170860.02%+86
WATTS WATER TECHNOLOGIES INC(WTS)0427+4270740.01%+74
ORGANON & CO(OGN)000000
HEALTHPEAK PROPERTIES INC(DOC)02,301+2,3010420.01%+42
CROWN HLDGS INC(CCK)6,5916,276-3155735550.11%-17
HEWLETT PACKARD ENTERPRISE C(HPE)04,952+4,9520860.02%+86
DAVITA INC(DVA)000000
MANULIFE FINL CORP(MFC)04,126+4,1260760.02%+76
VENTAS INC(VTR)01,387+1,3870580.01%+58
EQUITY RESIDENTIAL(EQR)01,029+1,0290600.01%+60
THOMSON REUTERS CORP.0509+5090630.01%+63
CHARLES RIV LABS INTL INC(CRL)000000
HENRY SCHEIN INC(HSIC)000000
SWEETGREEN INC014,332+14,33201680.03%+168
CATALENT INC000000
PENTAIR PLC(PNR)9,0338,600-4335845570.11%-27
DENTSPLY SIRONA INC(XRAY)000000
WEYERHAEUSER CO MTN BE(WY)02,618+2,6180800.02%+80
GODADDY INC(GDDY)47,31247,31203,5553,5240.71%-31
WATERS CORP(WAT)000000
VIATRIS INC(VTRS)000000
SOLAREDGE TECHNOLOGIES INC(SEDG)2,6845,319+2,6357226890.14%-33
TELEFLEX INCORPORATED(TFX)000000
EASTMAN CHEM CO(EMN)03,315+3,31502540.05%+254
QUEST DIAGNOSTICS INC(DGX)000000
CERIDIAN HCM HLDG INC000000
REVVITY INC(RVTY)000000
UNITED NAT FOODS INC(UNFI)06,633+6,6330940.02%+94
GLOBE LIFE INC000000
MOLINA HEALTHCARE INC(MOH)000000
ILLUMINA INC(ILMN)000000
CONAGRA BRANDS INC(CAG)06,664+6,66401830.04%+183
METTLER TOLEDO INTERNATIONAL(MTD)000000
LABORATORY CORP AMER HLDGS000000
BAXTER INTL INC000000
SMITH A O CORP(AOS)000000
HOLOGIC INC000000
PAYCOM SOFTWARE INC(PAYC)000000
GRAPHIC PACKAGING HLDG CO(GPK)23,12022,011-1,1095564900.10%-65
EQUITABLE HLDGS INC15,65012,599-3,0514253580.07%-67
IQVIA HLDGS INC(IQV)000000
PURECYCLE TECHNOLOGIES INC(PCT)012,608+12,6080710.01%+71
SENSIENT TECHNOLOGIES CORP(SXT)04,412+4,41202580.05%+258
STERIS PLC(STE)000000
SUN LIFE FINANCIAL INC.(SLF)04,953+4,95302430.05%+243
CANADIAN PACIFIC KANSAS CITY(CP)02,970+2,97002210.04%+221
BOSTON PROPERTIES INC(BXP)000000
CANADIAN NATL RY CO(CNI)01,992+1,99202160.04%+216
TELUS CORPORATION(TU)011,407+11,40701870.04%+187
AGILENT TECHNOLOGIES INC(A)3,7113,007-7044463360.07%-110
PROLOGIS INC.(PLD)3,4512,778-6734233120.06%-111
AMERICAN TOWER CORP NEW(AMT)01,509+1,50902480.05%+248
SUNOPTA INC
COM
034,974+34,97401180.02%+118
ESSEX PPTY TR INC(ESS)000000
GENERAL MLS INC(GIS)8,1757,783-3926274980.10%-129
ROGERS COMMUNICATIONS INC(RCI)9,0607,294-1,7664142810.06%-132
RESMED INC(RMD)0331+3310490.01%+49
CENTENE CORP DEL(CNC)01,121+1,1210770.02%+77
NEOGENOMICS INC(NEO)36,73136,73105904520.09%-138
LUMEN TECHNOLOGIES INC(LUMN)000000
BIOGEN INC(BIIB)0346+3460890.02%+89
WORKDAY INC(WDAY)14,70514,70503,3223,1590.64%-162
GILEAD SCIENCES INC(GILD)000000
MODERNA INC(MRNA)0785+7850810.02%+81
BOSTON SCIENTIFIC CORP(BSX)000000
BECTON DICKINSON & CO(BDX)000000
ROPER TECHNOLOGIES INC(ROP)000000
HUMANA INC(HUM)0245+24501190.02%+119
FORTINET INC(FTNT)000000
DEXCOM INC(DXCM)0831+8310780.02%+78
AFLAC INC(AFL)01,258+1,2580970.02%+97
AMGEN INC(AMGN)0410+41001100.02%+110
REGENERON PHARMACEUTICALS(REGN)598232-3664301910.04%-239
EDWARDS LIFESCIENCES CORP01,263+1,2630880.02%+88
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