Mirova US LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERTIV HOLDINGS CO(VRT) | 781,858 | 1,022,714 | +240,856 | 126,668,815 | 256,271,674 | 2.91% | +129,602,859 |
| HUBBELL INC(HUBB) | 478,760 | 575,911 | +97,151 | 212,622,104 | 282,622,564 | 3.21% | +70,000,460 |
| AGCO CORP | 1,164,618 | 1,586,652 | +422,034 | 121,492,950 | 183,845,367 | 2.09% | +62,352,417 |
| VERALTO CORP(VLTO) | 1,052,890 | 1,689,337 | +636,447 | 105,057,364 | 149,371,178 | 1.70% | +44,313,814 |
| NEXTERA ENERGY INC(NEE) | 3,722,211 | 3,623,477 | -98,734 | 298,819,099 | 336,548,544 | 3.82% | +37,729,445 |
| BROADCOM INC(AVGO) | 929,660 | 1,113,510 | +183,850 | 321,755,326 | 344,642,480 | 3.91% | +22,887,154 |
| BALL CORP | 2,516,026 | 2,407,018 | -109,008 | 133,273,897 | 142,278,834 | 1.61% | +9,004,937 |
| BOSTON SCIENTIFIC CORP(BSX) | 1,370,029 | 2,203,401 | +833,372 | 130,632,265 | 138,263,413 | 1.57% | +7,631,148 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 2,029,319 | 1,944,162 | -85,157 | 149,418,758 | 152,927,783 | 1.74% | +3,509,025 |
| EBAY INC.(EBAY) | 3,548,645 | 3,432,531 | -116,114 | 309,086,980 | 312,428,972 | 3.55% | +3,341,992 |
| WASTE MGMT INC DEL(WM) | 1,419,444 | 1,362,167 | -57,277 | 311,866,041 | 313,012,355 | 3.55% | +1,146,314 |
| JOHNSON CONTROLS INTERNATION SHS | 44,049 | 43,967 | -82 | 5,274,868 | 5,757,479 | 0.07% | +482,611 |
| COLGATE PALMOLIVE CO(CL) | 33,928 | 33,866 | -62 | 2,680,991 | 2,886,399 | 0.03% | +205,408 |
| AMERICAN WTR WKS CO INC NEW | 781,818 | 750,695 | -31,123 | 102,027,249 | 102,162,083 | 1.16% | +134,834 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 460,428 | 437,865 | -22,563 | 127,087,337 | 127,107,831 | 1.44% | +20,494 |
| APPLE INC(AAPL) | 15,420 | 15,420 | 0 | 4,192,081 | 3,913,442 | 0.04% | -278,639 |
| META PLATFORMS INC(META) | 3,798 | 3,798 | 0 | 2,507,022 | 2,172,950 | 0.02% | -334,072 |
| AMAZON COM INC(AMZN) | 15,144 | 15,144 | 0 | 3,495,538 | 3,154,041 | 0.04% | -341,497 |
| ALPHABET INC(GOOG) | 19,424 | 19,424 | 0 | 6,079,712 | 5,585,565 | 0.06% | -494,147 |
| EVERSOURCE ENERGY(ES) | 54,037 | 43,842 | -10,195 | 3,638,311 | 3,037,374 | 0.03% | -600,937 |
| TJX COS INC NEW(TJX) | 2,510,145 | 2,408,310 | -101,835 | 385,583,373 | 384,607,107 | 4.36% | -976,266 |
| INTUIT(INTU) | 5,775 | 5,763 | -12 | 3,825,476 | 2,491,806 | 0.03% | -1,333,670 |
| NASDAQ INC(NDAQ) | 85,671 | 66,207 | -19,464 | 8,321,224 | 5,620,312 | 0.06% | -2,700,912 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 660,992 | 628,843 | -32,149 | 95,731,471 | 86,233,241 | 0.98% | -9,498,230 |
| LOWES COS INC(LOW) | 981,128 | 941,425 | -39,703 | 236,608,828 | 222,439,899 | 2.52% | -14,168,929 |
| EDWARDS LIFESCIENCES CORP | 2,739,071 | 2,627,315 | -111,756 | 233,505,803 | 210,395,385 | 2.39% | -23,110,418 |
| XYLEM INC(XYL) | 1,881,190 | 1,807,448 | -73,742 | 256,180,454 | 215,990,036 | 2.45% | -40,190,418 |
| PALO ALTO NETWORKS INC(PANW) | 1,667,837 | 1,602,712 | -65,125 | 307,215,575 | 256,946,788 | 2.92% | -50,268,787 |
| DANAHER CORP DEL(DHR) | 1,094,872 | 1,051,430 | -43,442 | 250,638,098 | 199,351,128 | 2.26% | -51,286,970 |
| SALESFORCE INC(CRM) | 634,559 | 609,451 | -25,108 | 168,101,025 | 113,766,218 | 1.29% | -54,334,807 |
| ACCENTURE PLC IRELAND SHS CLASS A | 711,254 | 682,706 | -28,548 | 190,829,448 | 135,373,773 | 1.54% | -55,455,675 |
| ECOLAB INC(ECL) | 1,437,641 | 1,169,995 | -267,646 | 377,409,515 | 311,242,070 | 3.53% | -66,167,445 |
| INTUITIVE SURGICAL INC | 534,129 | 512,363 | -21,766 | 302,509,300 | 236,194,219 | 2.68% | -66,315,081 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 641,259 | 615,090 | -26,169 | 371,577,528 | 302,335,188 | 3.43% | -69,242,340 |
| ELI LILLY & CO(LLY) | 384,274 | 368,438 | -15,836 | 412,971,582 | 338,878,219 | 3.85% | -74,093,363 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,680,068 | 1,281,550 | -398,518 | 510,555,865 | 433,099,823 | 4.91% | -77,456,042 |
| ROPER TECHNOLOGIES INC(ROP) | 193,763 | 0 | -193,763 | 86,249,724 | 0 | — | -86,249,724 |
| MASTERCARD INCORPORATED(MA) | 996,782 | 957,746 | -39,036 | 569,042,908 | 478,547,366 | 5.43% | -90,495,542 |
| FIRST SOLAR INC(FSLR) | 889,077 | 698,552 | -190,525 | 232,253,585 | 137,796,368 | 1.56% | -94,457,217 |
| NVIDIA CORPORATION(NVDA) | 5,255,403 | 5,055,799 | -199,604 | 980,132,659 | 881,731,346 | 10.01% | -98,401,313 |
| SHOPIFY INC(SHOP) | 2,785,943 | 2,671,242 | -114,701 | 448,453,245 | 316,862,726 | 3.60% | -131,590,519 |
| VISA INC(V) | 772,710 | 325,764 | -446,946 | 270,997,124 | 98,458,911 | 1.12% | -172,538,213 |
| MICROSOFT CORP(MSFT) | 1,621,063 | 1,555,616 | -65,447 | 783,978,488 | 575,842,375 | 6.53% | -208,136,113 |