MIROVA
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST SOLAR INC(FSLR) | 48,511 | 132,536 | +84,025 | 8,030,511 | 29,228,164 | 4.13% | +21,197,653 |
| MICROSOFT CORP(MSFT) | 78,330 | 87,188 | +8,858 | 38,962,125 | 45,159,025 | 6.38% | +6,196,900 |
| NVIDIA CORPORATION(NVDA) | 264,875 | 255,156 | -9,719 | 41,847,601 | 47,607,006 | 6.73% | +5,759,405 |
| TJX COS INC NEW(TJX) | 28,326 | 62,449 | +34,123 | 3,497,978 | 9,026,378 | 1.28% | +5,528,400 |
| SUNRUN INC(RUN) | 563,691 | 510,197 | -53,494 | 4,610,992 | 8,821,306 | 1.25% | +4,210,314 |
| FLEX LTD(FLEX) | 75,958 | 132,141 | +56,183 | 3,791,823 | 7,660,214 | 1.08% | +3,868,391 |
| XYLEM INC(XYL) | 144,268 | 152,210 | +7,942 | 18,662,508 | 22,450,975 | 3.17% | +3,788,467 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 34,591 | 40,291 | +5,700 | 10,659,217 | 14,152,617 | 2.00% | +3,493,400 |
| DANAHER CORPORATION(DHR) | 3,459 | 20,049 | +16,590 | 683,291 | 3,974,915 | 0.56% | +3,291,624 |
| MP MATERIALS CORP(MP) | 37,897 | 62,968 | +25,071 | 1,260,833 | 4,223,264 | 0.60% | +2,962,431 |
| VERTIV HOLDINGS CO(VRT) | 15,000 | 32,216 | +17,216 | 1,926,150 | 4,860,106 | 0.69% | +2,933,956 |
| PLANET LABS PBC(PL) | 268,777 | 320,462 | +51,685 | 1,639,540 | 4,159,597 | 0.59% | +2,520,057 |
| NEXTRACKER INC | 0 | 32,196 | +32,196 | 0 | 2,382,182 | 0.34% | +2,382,182 |
| ENERSYS(ENS) | 63,735 | 67,981 | +4,246 | 5,466,551 | 7,679,134 | 1.09% | +2,212,583 |
| PROCTER AND GAMBLE CO(PG) | 54,012 | 69,026 | +15,014 | 8,605,192 | 10,605,845 | 1.50% | +2,000,653 |
| PALO ALTO NETWORKS INC(PANW) | 30,648 | 39,935 | +9,287 | 6,271,807 | 8,131,565 | 1.15% | +1,859,758 |
| PINTEREST INC(PINS) | 0 | 56,145 | +56,145 | 0 | 1,806,185 | 0.26% | +1,806,185 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 9,820 | +9,820 | 0 | 1,717,714 | 0.24% | +1,717,714 |
| EMERSON ELEC CO(EMR) | 59,054 | 71,051 | +11,997 | 7,873,670 | 9,320,470 | 1.32% | +1,446,800 |
| GENERAL MTRS CO(GM) | 103,974 | 107,565 | +3,591 | 5,116,561 | 6,558,238 | 0.93% | +1,441,677 |
| ZOETIS INC(ZTS) | 63,170 | 76,056 | +12,886 | 9,851,362 | 11,128,514 | 1.57% | +1,277,152 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 965 | 9,752 | +8,787 | 110,840 | 1,352,602 | 0.19% | +1,241,762 |
| QUANTA SVCS INC | 13,431 | 14,964 | +1,533 | 5,077,992 | 6,201,381 | 0.88% | +1,123,389 |
| UNION PAC CORP(UNP) | 30,803 | 34,708 | +3,905 | 7,087,154 | 8,203,930 | 1.16% | +1,116,776 |
| VERIZON COMMUNICATIONS INC(VZ) | 45,129 | 68,534 | +23,405 | 1,952,732 | 3,012,069 | 0.43% | +1,059,337 |
| LINDE PLC(LIN) | 18,269 | 20,206 | +1,937 | 8,571,449 | 9,597,850 | 1.36% | +1,026,401 |
| EBAY INC.(EBAY) | 148,333 | 131,328 | -17,005 | 11,044,875 | 11,944,282 | 1.69% | +899,407 |
| AMERICAN EXPRESS CO(AXP) | 49,506 | 50,012 | +506 | 15,791,424 | 16,611,986 | 2.35% | +820,562 |
| TRIMBLE INC(TRMB) | 234,596 | 228,263 | -6,333 | 17,824,604 | 18,637,674 | 2.63% | +813,070 |
| CYBERARK SOFTWARE LTD | 9,877 | 9,982 | +105 | 4,018,754 | 4,822,803 | 0.68% | +804,049 |
| MONOLITHIC PWR SYS INC(MPWR) | 2,767 | 3,055 | +288 | 2,023,728 | 2,812,555 | 0.40% | +788,827 |
| HUBBELL INC(HUBB) | 5,000 | 6,202 | +1,202 | 2,042,050 | 2,668,783 | 0.38% | +626,733 |
| WEYERHAEUSER CO MTN BE(WY) | 119,727 | 148,874 | +29,147 | 3,075,787 | 3,690,586 | 0.52% | +614,799 |
| PTC INC(PTC) | 15,500 | 16,022 | +522 | 2,671,270 | 3,252,786 | 0.46% | +581,516 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 17,089 | 17,089 | 0 | 4,202,014 | 4,772,616 | 0.67% | +570,602 |
| PENTAIR PLC(PNR) | 77,996 | 77,235 | -761 | 8,007,069 | 8,554,549 | 1.21% | +547,480 |
| SYNOPSYS INC(SNPS) | 0 | 988 | +988 | 0 | 487,469 | 0.07% | +487,469 |
| VERALTO CORP(VLTO) | 42,039 | 44,286 | +2,247 | 4,243,837 | 4,721,330 | 0.67% | +477,493 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 1,642 | +1,642 | 0 | 458,594 | 0.06% | +458,594 |
| EMBECTA CORP | 103,010 | 103,010 | 0 | 998,167 | 1,453,471 | 0.21% | +455,304 |
| TUTOR PERINI CORP(TPC) | 54,941 | 44,544 | -10,397 | 2,570,140 | 2,921,641 | 0.41% | +351,501 |
| AMERICAN WTR WKS CO INC NEW | 115,904 | 118,327 | +2,423 | 16,123,405 | 16,469,935 | 2.33% | +346,530 |
| GROCERY OUTLET HLDG CORP(GO) | 22,040 | 37,576 | +15,536 | 273,737 | 603,095 | 0.09% | +329,358 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 2,860 | 2,997 | +137 | 3,359,699 | 3,679,147 | 0.52% | +319,448 |
| TETRA TECH INC NEW(TTEK) | 144,829 | 165,280 | +20,451 | 5,208,051 | 5,517,046 | 0.78% | +308,995 |
| ARRAY TECHNOLOGIES INC(ARRY) | 114,236 | 114,236 | 0 | 673,992 | 931,023 | 0.13% | +257,031 |
| ADOBE INC(ADBE) | 895 | 1,695 | +800 | 346,258 | 597,911 | 0.08% | +251,653 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 4,675 | 9,134 | +4,459 | 216,406 | 411,943 | 0.06% | +195,537 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 68,243 | 70,541 | +2,298 | 2,237,006 | 2,428,021 | 0.34% | +191,015 |
| ROCKWELL AUTOMATION INC(ROK) | 3,840 | 3,969 | +129 | 1,275,533 | 1,387,285 | 0.20% | +111,752 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 26,459 | 26,459 | 0 | 541,087 | 649,833 | 0.09% | +108,746 |
| MASTERCARD INCORPORATED(MA) | 8,842 | 8,925 | +83 | 4,968,673 | 5,076,629 | 0.72% | +107,956 |
| DONALDSON INC(DCI) | 8,576 | 8,576 | 0 | 594,746 | 701,946 | 0.10% | +107,200 |
| HA SUSTAINABLE INFRA CAP INC(HASI) | 19,129 | 19,129 | 0 | 513,805 | 587,260 | 0.08% | +73,455 |
| VISA INC(V) | 49,953 | 52,167 | +2,214 | 17,735,813 | 17,808,770 | 2.52% | +72,957 |
| LAUDER ESTEE COS INC(EL) | 57,357 | 53,289 | -4,068 | 4,634,446 | 4,695,827 | 0.66% | +61,381 |
| MUELLER WTR PRODS INC(MWA) | 39,335 | 39,335 | 0 | 945,613 | 1,003,829 | 0.14% | +58,216 |
| AGCO CORP | 9,787 | 9,787 | 0 | 1,009,627 | 1,047,894 | 0.15% | +38,267 |
| SHOPIFY INC(SHOP) | 210 | 407 | +197 | 24,223 | 60,484 | 0.01% | +36,261 |
| AUTOLIV INC(ALV) | 2,924 | 2,924 | 0 | 327,196 | 361,114 | 0.05% | +33,918 |
| NEOGENOMICS INC(NEO) | 64,935 | 64,935 | 0 | 474,675 | 501,298 | 0.07% | +26,623 |
| VOYA FINANCIAL INC(VOYA) | 5,871 | 5,871 | 0 | 416,841 | 439,151 | 0.06% | +22,310 |
| AGILENT TECHNOLOGIES INC(A) | 1,770 | 1,770 | 0 | 208,878 | 227,180 | 0.03% | +18,302 |
| AUTODESK INC | 1,768 | 1,768 | 0 | 547,320 | 561,641 | 0.08% | +14,321 |
| YETI HLDGS INC(YETI) | 1,475 | 1,475 | 0 | 46,492 | 48,941 | 0.01% | +2,449 |
| GILEAD SCIENCES INC(GILD) | 4,035 | 4,035 | 0 | 447,360 | 447,885 | 0.06% | +525 |
| EDWARDS LIFESCIENCES CORP | 2,909 | 2,909 | 0 | 227,513 | 226,233 | 0.03% | -1,280 |
| EASTMAN CHEM CO(EMN) | 456 | 456 | 0 | 34,045 | 28,751 | 0.00% | -5,294 |
| GENERAL MLS INC(GIS) | 3,889 | 3,889 | 0 | 201,489 | 196,083 | 0.03% | -5,406 |
| LKQ CORP(LKQ) | 1,794 | 1,794 | 0 | 66,396 | 54,789 | 0.01% | -11,607 |
| TREX CO INC(TREX) | 36,443 | 38,116 | +1,673 | 1,981,770 | 1,969,454 | 0.28% | -12,316 |
| CROWN HLDGS INC(CCK) | 3,288 | 3,288 | 0 | 338,598 | 317,588 | 0.04% | -21,010 |
| APTIV PLC(APTV) | 16,013 | 12,418 | -3,595 | 1,092,407 | 1,070,680 | 0.15% | -21,727 |
| SWEETGREEN INC | 3,718 | 3,718 | 0 | 55,324 | 29,670 | 0.00% | -25,654 |
| ABBOTT LABS | 12,671 | 12,671 | 0 | 1,723,383 | 1,697,154 | 0.24% | -26,229 |
| ON SEMICONDUCTOR CORP(ON) | 29,208 | 30,192 | +984 | 1,530,791 | 1,488,768 | 0.21% | -42,023 |
| MCCORMICK & CO INC(MKC) | 7,041 | 7,041 | 0 | 533,849 | 471,113 | 0.07% | -62,736 |
| VITAL FARMS INC | 59,752 | 54,111 | -5,641 | 2,301,647 | 2,226,668 | 0.31% | -74,979 |
| NETFLIX INC(NFLX) | 1,110 | 1,171 | +61 | 1,486,434 | 1,403,935 | 0.20% | -82,499 |
| ON HLDG AG(ONON) | 9,244 | 9,244 | 0 | 481,150 | 391,483 | 0.06% | -89,667 |
| IDEX CORP(IEX) | 49,611 | 52,948 | +3,337 | 8,710,203 | 8,617,816 | 1.22% | -92,387 |
| BOSTON SCIENTIFIC CORP(BSX) | 20,194 | 20,194 | 0 | 2,169,038 | 1,971,540 | 0.28% | -197,498 |
| FLUENCE ENERGY INC(FLNC) | 33,936 | 0 | -33,936 | 227,711 | 0 | — | -227,711 |
| ITRON INC(ITRI) | 39,854 | 39,854 | 0 | 5,245,982 | 4,964,214 | 0.70% | -281,768 |
| WORKDAY INC(WDAY) | 25,377 | 24,104 | -1,273 | 6,090,480 | 5,802,556 | 0.82% | -287,924 |
| NOVANTA INC(NOVT) | 2,261 | 0 | -2,261 | 291,511 | 0 | — | -291,511 |
| AVERY DENNISON CORP | 36,404 | 37,522 | +1,118 | 6,387,810 | 6,084,943 | 0.86% | -302,867 |
| BECTON DICKINSON & CO(BDX) | 1,902 | 0 | -1,902 | 327,620 | 0 | — | -327,620 |
| WASTE MGMT INC DEL(WM) | 83,688 | 85,209 | +1,521 | 19,149,488 | 18,816,703 | 2.66% | -332,785 |
| BOISE CASCADE CO DEL(BCC) | 4,042 | 0 | -4,042 | 350,926 | 0 | — | -350,926 |
| BENTLEY SYS INC(BSY) | 265,763 | 271,684 | +5,921 | 14,343,229 | 13,986,292 | 1.98% | -356,937 |
| EXPONENT INC(EXPO) | 29,656 | 26,245 | -3,411 | 2,215,600 | 1,823,503 | 0.26% | -392,097 |
| DEXCOM INC(DXCM) | 4,844 | 0 | -4,844 | 422,833 | 0 | — | -422,833 |
| ROPER TECHNOLOGIES INC(ROP) | 10,196 | 10,633 | +437 | 5,779,501 | 5,302,571 | 0.75% | -476,930 |
| CISCO SYS INC(CSCO) | 7,214 | 0 | -7,214 | 500,507 | 0 | — | -500,507 |
| OWENS CORNING NEW(OC) | 3,803 | 0 | -3,803 | 522,989 | 0 | — | -522,989 |
| ENPHASE ENERGY INC(ENPH) | 13,560 | 0 | -13,560 | 537,654 | 0 | — | -537,654 |
| COLGATE PALMOLIVE CO(CL) | 131,019 | 142,187 | +11,168 | 11,909,627 | 11,366,429 | 1.61% | -543,198 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 41,343 | 41,728 | +385 | 5,109,581 | 4,530,409 | 0.64% | -579,172 |
| SERVICENOW INC(NOW) | 6,375 | 6,455 | +80 | 6,554,010 | 5,940,407 | 0.84% | -613,603 |