Mirova US LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERTIV HOLDINGS CO(VRT) | 0 | 1,022,714 | +1,022,714 | 0 | 256,271,674 | 2.91% | +256,271,674 |
| HUBBELL INC(HUBB) | 0 | 575,911 | +575,911 | 0 | 282,622,564 | 3.21% | +282,622,564 |
| AGCO CORP | 0 | 1,586,652 | +1,586,652 | 0 | 183,845,367 | 2.09% | +183,845,367 |
| VERALTO CORP(VLTO) | 0 | 1,689,337 | +1,689,337 | 0 | 149,371,178 | 1.70% | +149,371,178 |
| NEXTERA ENERGY INC(NEE) | 0 | 3,623,477 | +3,623,477 | 0 | 336,548,544 | 3.82% | +336,548,544 |
| BROADCOM INC(AVGO) | 0 | 1,113,510 | +1,113,510 | 0 | 344,642,480 | 3.91% | +344,642,480 |
| BALL CORP | 0 | 2,407,018 | +2,407,018 | 0 | 142,278,834 | 1.61% | +142,278,834 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 2,203,401 | +2,203,401 | 0 | 138,263,413 | 1.57% | +138,263,413 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 0 | 1,944,162 | +1,944,162 | 0 | 152,927,783 | 1.74% | +152,927,783 |
| EBAY INC.(EBAY) | 0 | 3,432,531 | +3,432,531 | 0 | 312,428,972 | 3.55% | +312,428,972 |
| WASTE MGMT INC DEL(WM) | 0 | 1,362,167 | +1,362,167 | 0 | 313,012,355 | 3.55% | +313,012,355 |
| JOHNSON CONTROLS INTERNATION | 0 | 43,967 | +43,967 | 0 | 5,757,479 | 0.07% | +5,757,479 |
| COLGATE PALMOLIVE CO(CL) | 0 | 33,866 | +33,866 | 0 | 2,886,399 | 0.03% | +2,886,399 |
| AMERICAN WTR WKS CO INC NEW | 0 | 750,695 | +750,695 | 0 | 102,162,083 | 1.16% | +102,162,083 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 0 | 437,865 | +437,865 | 0 | 127,107,831 | 1.44% | +127,107,831 |
| APPLE INC(AAPL) | 0 | 15,420 | +15,420 | 0 | 3,913,442 | 0.04% | +3,913,442 |
| META PLATFORMS INC(META) | 0 | 3,798 | +3,798 | 0 | 2,172,950 | 0.02% | +2,172,950 |
| AMAZON COM INC(AMZN) | 0 | 15,144 | +15,144 | 0 | 3,154,041 | 0.04% | +3,154,041 |
| ALPHABET INC(GOOG) | 0 | 19,424 | +19,424 | 0 | 5,585,565 | 0.06% | +5,585,565 |
| EVERSOURCE ENERGY(ES) | 0 | 43,842 | +43,842 | 0 | 3,037,374 | 0.03% | +3,037,374 |
| TJX COS INC NEW(TJX) | 0 | 2,408,310 | +2,408,310 | 0 | 384,607,107 | 4.36% | +384,607,107 |
| INTUIT(INTU) | 0 | 5,763 | +5,763 | 0 | 2,491,806 | 0.03% | +2,491,806 |
| NASDAQ INC(NDAQ) | 0 | 66,207 | +66,207 | 0 | 5,620,312 | 0.06% | +5,620,312 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 0 | 628,843 | +628,843 | 0 | 86,233,241 | 0.98% | +86,233,241 |
| LOWES COS INC(LOW) | 0 | 941,425 | +941,425 | 0 | 222,439,899 | 2.52% | +222,439,899 |
| EDWARDS LIFESCIENCES CORP | 0 | 2,627,315 | +2,627,315 | 0 | 210,395,385 | 2.39% | +210,395,385 |
| XYLEM INC(XYL) | 0 | 1,807,448 | +1,807,448 | 0 | 215,990,036 | 2.45% | +215,990,036 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 1,602,712 | +1,602,712 | 0 | 256,946,788 | 2.92% | +256,946,788 |
| DANAHER CORP DEL(DHR) | 0 | 1,051,430 | +1,051,430 | 0 | 199,351,128 | 2.26% | +199,351,128 |
| SALESFORCE INC(CRM) | 0 | 609,451 | +609,451 | 0 | 113,766,218 | 1.29% | +113,766,218 |
| ACCENTURE PLC IRELAND | 0 | 682,706 | +682,706 | 0 | 135,373,773 | 1.54% | +135,373,773 |
| ECOLAB INC(ECL) | 0 | 1,169,995 | +1,169,995 | 0 | 311,242,070 | 3.53% | +311,242,070 |
| INTUITIVE SURGICAL INC | 0 | 512,363 | +512,363 | 0 | 236,194,219 | 2.68% | +236,194,219 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 615,090 | +615,090 | 0 | 302,335,188 | 3.43% | +302,335,188 |
| ELI LILLY & CO(LLY) | 0 | 368,438 | +368,438 | 0 | 338,878,219 | 3.85% | +338,878,219 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 1,281,550 | +1,281,550 | 0 | 433,099,823 | 4.91% | +433,099,823 |
| ROPER TECHNOLOGIES INC(ROP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MASTERCARD INCORPORATED(MA) | 0 | 957,746 | +957,746 | 0 | 478,547,366 | 5.43% | +478,547,366 |
| FIRST SOLAR INC(FSLR) | 0 | 698,552 | +698,552 | 0 | 137,796,368 | 1.56% | +137,796,368 |
| NVIDIA CORPORATION(NVDA) | 0 | 5,055,799 | +5,055,799 | 0 | 881,731,346 | 10.01% | +881,731,346 |
| SHOPIFY INC(SHOP) | 0 | 2,671,242 | +2,671,242 | 0 | 316,862,726 | 3.60% | +316,862,726 |
| VISA INC(V) | 0 | 325,764 | +325,764 | 0 | 98,458,911 | 1.12% | +98,458,911 |
| MICROSOFT CORP(MSFT) | 0 | 1,555,616 | +1,555,616 | 0 | 575,842,375 | 6.53% | +575,842,375 |