MIROVA
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 ▲▼ | |
| ITRON INC | 0 | 122,892 | +122,892 | 0 | 11,411,751 | +11,411,751 |
| LITTELFUSE INC | 0 | 21,733 | +21,733 | 0 | 5,496,710 | +5,496,710 |
| KEYSIGHT TECHNOLOGIES INC C | 0 | 31,708 | +31,708 | 0 | 6,442,749 | +6,442,749 |
| BROADCOM INC | 0 | 12,706 | +12,706 | 0 | 4,397,547 | +4,397,547 |
| TETRA TECH INC NEW | 0 | 269,697 | +269,697 | 0 | 9,045,637 | +9,045,637 |
| ELI LILLY & CO | 0 | 18,944 | +18,944 | 0 | 20,358,738 | +20,358,738 |
| GODADDY INC | 0 | 51,358 | +51,358 | 0 | 6,372,501 | +6,372,501 |
| ENERSYS | 0 | 67,981 | +67,981 | 0 | 9,976,212 | +9,976,212 |
| INTUITIVE SURGICAL INC | 0 | 17,375 | +17,375 | 0 | 9,840,505 | +9,840,505 |
| CROWN HLDGS INC | 0 | 20,955 | +20,955 | 0 | 2,157,736 | +2,157,736 |
| PLANET LABS PBC | 0 | 302,140 | +302,140 | 0 | 5,958,201 | +5,958,201 |
| ZIFF DAVIS INC | 0 | 51,129 | +51,129 | 0 | 1,797,184 | +1,797,184 |
| LULULEMON ATHLETICA INC | 0 | 19,884 | +19,884 | 0 | 4,132,094 | +4,132,094 |
| ORACLE CORP | 0 | 6,047 | +6,047 | 0 | 1,178,621 | +1,178,621 |
| UNION PAC CORP | 0 | 40,467 | +40,467 | 0 | 9,360,826 | +9,360,826 |
| ACCENTURE PLC IRELAND | 0 | 115,338 | +115,338 | 0 | 30,945,185 | +30,945,185 |
| AMERICAN EXPRESS CO | 0 | 47,468 | +47,468 | 0 | 17,560,787 | +17,560,787 |
| LAUDER ESTEE COS INC | 0 | 53,289 | +53,289 | 0 | 5,580,424 | +5,580,424 |
| GENERAL MTRS CO | 0 | 91,134 | +91,134 | 0 | 7,411,017 | +7,411,017 |
| SALESFORCE INC | 0 | 23,631 | +23,631 | 0 | 6,260,088 | +6,260,088 |
| PTC INC | 0 | 22,022 | +22,022 | 0 | 3,836,453 | +3,836,453 |
| AVERY DENNISON CORP | 0 | 36,533 | +36,533 | 0 | 6,644,622 | +6,644,622 |
| INTERNATIONAL FLAVORS&FRAGRA | 0 | 93,295 | +93,295 | 0 | 6,287,150 | +6,287,150 |
| IDEX CORP | 0 | 51,448 | +51,448 | 0 | 9,154,657 | +9,154,657 |
| TRIMBLE INC | 0 | 244,717 | +244,717 | 0 | 19,173,577 | +19,173,577 |
| DANAHER CORPORATION | 0 | 19,574 | +19,574 | 0 | 4,480,880 | +4,480,880 |
| METTLER TOLEDO INTERNATIONAL | 0 | 2,970 | +2,970 | 0 | 4,140,744 | +4,140,744 |
| HUBBELL INC | 0 | 6,902 | +6,902 | 0 | 3,065,247 | +3,065,247 |
| NVIDIA CORPORATION | 0 | 256,949 | +256,949 | 0 | 47,920,988 | +47,920,988 |
| BROOKFIELD RENEWABLE CORP | 0 | 70,541 | +70,541 | 0 | 2,704,542 | +2,704,542 |
| LINDE PLC | 0 | 22,994 | +22,994 | 0 | 9,804,412 | +9,804,412 |
| NEXTERA ENERGY INC | 0 | 5,047 | +5,047 | 0 | 405,173 | +405,173 |
| VERTIV HOLDINGS CO | 0 | 30,825 | +30,825 | 0 | 4,993,958 | +4,993,958 |
| EMERSON ELEC CO | 0 | 71,051 | +71,051 | 0 | 9,429,889 | +9,429,889 |
| ARRAY TECHNOLOGIES INC | 0 | 109,624 | +109,624 | 0 | 1,010,733 | +1,010,733 |
| ADVANCED DRAIN SYS INC DEL | 0 | 9,728 | +9,728 | 0 | 1,408,906 | +1,408,906 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 1,642 | +1,642 | 0 | 498,987 | +498,987 |
| SERVICENOW INC | 0 | 38,904 | +38,904 | 0 | 5,959,704 | +5,959,704 |
| YETI HLDGS INC | 0 | 1,475 | +1,475 | 0 | 65,151 | +65,151 |
| EDWARDS LIFESCIENCES CORP | 0 | 2,838 | +2,838 | 0 | 241,939 | +241,939 |
| BANK NEW YORK MELLON CORP | 0 | 2,460 | +2,460 | 0 | 285,581 | +285,581 |
| GILEAD SCIENCES INC | 0 | 3,724 | +3,724 | 0 | 457,084 | +457,084 |
| SHOPIFY INC | 0 | 407 | +407 | 0 | 65,515 | +65,515 |
| LKQ CORP | 0 | 1,794 | +1,794 | 0 | 54,179 | +54,179 |
| EASTMAN CHEM CO | 0 | 0 | 0 | 0 | 0 | 0 |
| SWEETGREEN INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AUTOLIV INC | 0 | 2,698 | +2,698 | 0 | 320,253 | +320,253 |
| VISA INC | 0 | 50,619 | +50,619 | 0 | 17,752,589 | +17,752,589 |
| EBAY INC. | 0 | 136,383 | +136,383 | 0 | 11,878,959 | +11,878,959 |
| FLEX LTD | 0 | 125,441 | +125,441 | 0 | 7,579,145 | +7,579,145 |
| APTIV PLC | 0 | 12,418 | +12,418 | 0 | 944,886 | +944,886 |
| EXPONENT INC C | 0 | 24,166 | +24,166 | 0 | 1,678,570 | +1,678,570 |
| WEYERHAEUSER CO MTN BE | 0 | 148,874 | +148,874 | 0 | 3,526,825 | +3,526,825 |
| GENERAL MLS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | 0 | 18,276 | +18,276 | 0 | 1,742,617 | +1,742,617 |
| BADGER METER INC C | 0 | 48,840 | +48,840 | 0 | 8,518,184 | +8,518,184 |
| AMERICAN WTR WKS CO INC NEW | 0 | 124,136 | +124,136 | 0 | 16,199,748 | +16,199,748 |
| CORE & MAIN INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 13,573 | +13,573 | 0 | 326,023 | +326,023 |
| ADOBE INC | 0 | 782 | +782 | 0 | 273,692 | +273,692 |
| EMBECTA CORP | 0 | 93,233 | +93,233 | 0 | 1,107,608 | +1,107,608 |
| CYBERARK SOFTWARE LTD | 0 | 9,982 | +9,982 | 0 | 4,452,571 | +4,452,571 |
| ON HLDG AG | 0 | 0 | 0 | 0 | 0 | 0 |
| QUANTA SVCS INC | 0 | 13,743 | +13,743 | 0 | 5,800,371 | +5,800,371 |
| AGCO CORP | 0 | 6,117 | +6,117 | 0 | 638,125 | +638,125 |
| BRISTOL-MYERS SQUIBB CO | 0 | 0 | 0 | 0 | 0 | 0 |
| VOYA FINANCIAL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| COLGATE PALMOLIVE CO | 0 | 137,998 | +137,998 | 0 | 10,904,602 | +10,904,602 |
| MCCORMICK & CO INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | 0 | 10,164 | +10,164 | 0 | 3,955,829 | +3,955,829 |
| SYNOPSYS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NEOGENOMICS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MASTERCARD INCORPORATED | 0 | 7,977 | +7,977 | 0 | 4,553,910 | +4,553,910 |
| AUTODESK INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HA SUSTAINABLE INFRA CAP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GROCERY OUTLET HLDG CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | 0 | 43,291 | +43,291 | 0 | 13,531,901 | +13,531,901 |
| WORKDAY INC | 0 | 24,104 | +24,104 | 0 | 5,177,057 | +5,177,057 |
| STRYKER CORPORATION | 0 | 28,617 | +28,617 | 0 | 10,058,017 | +10,058,017 |
| VITAL FARMS INC | 0 | 48,975 | +48,975 | 0 | 1,564,261 | +1,564,261 |
| VERALTO CORP | 0 | 40,502 | +40,502 | 0 | 4,041,290 | +4,041,290 |
| ROPER TECHNOLOGIES INC | 0 | 10,367 | +10,367 | 0 | 4,614,663 | +4,614,663 |
| DONALDSON INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MUELLER WTR PRODS INC | 0 | 11,628 | +11,628 | 0 | 276,979 | +276,979 |
| WATTS WATER TECHNOLOGIES INC | 0 | 14,571 | +14,571 | 0 | 4,021,887 | +4,021,887 |
| PROCTER AND GAMBLE CO | 0 | 68,767 | +68,767 | 0 | 9,854,999 | +9,854,999 |
| ZURN ELKAY WATER SOLNS CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| WASTE MGMT INC DEL | 0 | 81,971 | +81,971 | 0 | 18,009,848 | +18,009,848 |
| TREX CO INC | 0 | 32,797 | +32,797 | 0 | 1,150,519 | +1,150,519 |
| BRIGHT HORIZONS FAM SOL IN D | 0 | 36,245 | +36,245 | 0 | 3,675,243 | +3,675,243 |
| MONOLITHIC PWR SYS INC | 0 | 2,046 | +2,046 | 0 | 1,854,413 | +1,854,413 |
| NETFLIX INC | 0 | 4,753 | +4,753 | 0 | 445,641 | +445,641 |
| ZOETIS INC | 0 | 80,552 | +80,552 | 0 | 10,135,053 | +10,135,053 |
| PENTAIR PLC | 0 | 72,181 | +72,181 | 0 | 7,516,929 | +7,516,929 |
| PALO ALTO NETWORKS INC | 0 | 38,493 | +38,493 | 0 | 7,090,411 | +7,090,411 |
| CHIPOTLE MEXICAN GRILL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ROCKWELL AUTOMATION INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SPROUTS FMRS MKT INC | 0 | 68,439 | +68,439 | 0 | 5,452,535 | +5,452,535 |
| MP MATERIALS CORP | 0 | 54,709 | +54,709 | 0 | 2,763,899 | +2,763,899 |