Fund HoldingsMirova US LLC

Total Portfolio Value
$8.42B
Total Bought
$770.90M
Total Sold
$46.95M
Net Transaction
+$723.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ROPER TECHNOLOGIES INC(ROP)685,167708,549+23,382356,184417,7464.96%+61,562
EBAY INC.(EBAY)7,019,4027,249,272+229,870434,852490,9935.83%+56,141
WASTE MGMT INC DEL(WM)1,413,1091,463,261+50,152285,151338,7604.02%+53,608
ECOLAB INC(ECL)1,916,3911,979,175+62,784449,049501,7605.96%+52,712
ELI LILLY & CO(LLY)589,921610,755+20,834455,419504,4295.99%+49,010
AMERICAN WTR WKS CO INC NEW1,559,0361,616,705+57,669194,084238,4962.83%+44,412
VISA INC(V)770,794796,640+25,846243,602279,1903.32%+35,589
ENPHASE ENERGY INC(ENPH)568,8291,096,831+528,00239,06768,0580.81%+28,991
ADVANCED DRAIN SYS INC DEL(WMS)407,588690,435+282,84747,11775,0160.89%+27,899
XYLEM INC(XYL)1,841,6151,906,271+64,656213,664227,7232.70%+14,059
NEXTERA ENERGY INC(NEE)3,794,6903,919,486+124,796272,041277,8523.30%+5,811
WATTS WATER TECHNOLOGIES INC(WTS)703,906728,984+25,078143,104148,6541.77%+5,550
TJX COS INC NEW(TJX)985,0951,020,491+35,396119,009124,2961.48%+5,286
APTIV PLC(APTV)2,599,7312,690,741+91,010157,232160,0991.90%+2,867
AGCO CORP1,172,3811,213,995+41,614109,594112,3801.33%+2,785
EDWARDS LIFESCIENCES CORP1,809,2221,876,996+67,774133,937136,0451.62%+2,108
CANADIAN PACIFIC KANSAS CITY(CP)2,084,9492,157,535+72,586150,888151,4811.80%+593
COLGATE PALMOLIVE CO(CL)11,84916,111+4,2621,0771,5100.02%+432
CISCO SYS INC(CSCO)13,46718,315+4,8487971,1300.01%+333
JOHNSON CTLS INTL PLC
SHS
10,63114,455+3,8248391,1580.01%+319
FIRST SOLAR INC(FSLR)646,310894,616+248,306113,906113,1061.34%-799
VERALTO CORP(VLTO)1,032,1251,068,326+36,201105,122104,1081.24%-1,014
BALL CORP2,431,3992,544,267+112,868134,043132,4801.57%-1,563
INTUITIVE SURGICAL INC370,096384,492+14,396193,175190,4272.26%-2,748
THERMO FISHER SCIENTIFIC INC(TMO)762,525788,939+26,414396,688392,5764.66%-4,112
PALO ALTO NETWORKS INC(PANW)1,651,9641,710,686+58,722300,591291,9113.47%-8,680
SHOPIFY INC(SHOP)1,971,7012,034,159+62,458209,651194,2222.31%-15,429
ACCENTURE PLC IRELAND
SHS CLASS A
713,474739,285+25,811250,993230,6862.74%-20,307
DANAHER CORPORATION(DHR)1,377,2021,426,756+49,554316,137292,4853.47%-23,652
SALESFORCE INC(CRM)627,829650,395+22,566209,902174,5402.07%-35,362
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,699,8451,767,831+67,986335,702293,4603.49%-42,242
MASTERCARD INCORPORATED(MA)1,164,6971,033,252-131,445613,294566,3466.73%-46,948
MICROSOFT CORP(MSFT)1,546,9211,602,280+55,359652,027601,4807.14%-50,547
NVIDIA CORPORATION(NVDA)5,209,4445,399,484+190,040699,576585,1966.95%-114,380
Page 1 of 1