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Ecofi Investissements Sa Top Holdings and 13F Report (2024)

About Ecofi Investissements Sa

Investment Activity

  • Ecofi Investissements Sa has $151.30 million in total holdings as of September 30, 2024.
  • Ecofi Investissements Sa owns shares of 40 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 3.60% of the portfolio was purchased this quarter.
  • About 12.18% of the portfolio was sold this quarter.
  • This quarter, Ecofi Investissements Sa has purchased 41 new stocks and bought additional shares in 6 stocks.
  • Ecofi Investissements Sa sold shares of 20 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Ecolab
$9,820,444
IQVIA
$9,399,910
Xylem
$9,369,297
Waste Management
$9,270,093

Largest New Holdings this Quarter

Emerson Electric
$3,214,394 Holding

Largest Purchases this Quarter

Emerson Electric
35,700 shares (about $3.21M)
Stantec
26,500 shares (about $1.76M)
Bentley Systems
10,300 shares (about $422.53K)
Synopsys
50 shares (about $20.42K)
Applied Materials
100 shares (about $16.25K)

Largest Sales this Quarter

Dover
46,000 shares (about $7.22M)
Danaher
8,100 shares (about $1.83M)
Thermo Fisher Scientific
3,050 shares (about $1.54M)
Valmont Industries
4,800 shares (about $1.14M)
VERALTO
10,300 shares (about $933.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEcofi Investissements Sa

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Boston Scientific Co. stock logo
BSX
Boston Scientific
$9,901,487$845,925 -7.9%142,8006.5%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$9,820,444$846,230 -7.9%47,0006.5%Basic Materials
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$9,399,910$400,402 -4.1%49,3006.2%Medical
Xylem Inc. stock logo
XYL
Xylem
$9,369,297$110,748 -1.2%84,6006.2%Business Services
Waste Management, Inc. stock logo
WM
Waste Management
$9,270,093$514,053 -5.3%54,1006.1%Business Services
Danaher Co. stock logo
DHR
Danaher
$8,484,734$1,832,703 -17.8%37,5005.6%Multi-Sector Conglomerates
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$8,410,114$1,540,591 -15.5%16,6505.6%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$8,206,688$16,251 0.2%50,5005.4%Computer and Technology
ANSYS, Inc. stock logo
ANSS
ANSYS
$7,894,140$12,899 -0.2%30,6005.2%Computer and Technology
IDEX Co. stock logo
IEX
IDEX
$7,347,2010.0%41,9504.9%Industrial Products
VERALTO
$6,084,198$933,938 -13.3%67,1004.0%COM SHS
First Solar, Inc. stock logo
FSLR
First Solar
$6,048,8590.0%30,5004.0%Oils/Energy
Stantec Inc. stock logo
STN
Stantec
$5,761,928$1,755,070 43.8%87,0003.8%Business Services
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$5,662,2790.0%4,6503.7%Computer and Technology
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$5,659,023$258,131 -4.4%28,5003.7%Business Services
Zoetis Inc. stock logo
ZTS
Zoetis
$4,918,684$480,653 -8.9%30,7003.3%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$4,655,548$20,419 0.4%11,4003.1%Computer and Technology
Bentley Systems, Incorporated stock logo
BSY
Bentley Systems
$4,204,830$422,534 11.2%102,5002.8%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$3,746,9560.0%49,6002.5%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,214,394$3,214,394 New Holding35,7002.1%Industrial Products
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$3,013,228$10,865 -0.4%8,3202.0%Aerospace
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$1,883,605$1,137,271 -37.6%7,9501.2%Industrial Products
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
$1,296,820$181,627 -12.3%71,4000.9%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$848,231$11,161 1.3%3,8000.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$818,965$8,531 -1.0%4,8000.5%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$772,9750.0%6,4000.5%Computer and Technology
Dover Co. stock logo
DOV
Dover
$682,573$7,218,013 -91.4%4,3500.5%Industrial Products
Apple Inc. stock logo
AAPL
Apple
$680,4150.0%3,6500.4%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$623,143$155,786 -20.0%1,2000.4%Industrial Products
KLA Co. stock logo
KLAC
KLA
$590,0460.0%9500.4%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$554,5190.0%5,4000.4%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$491,580$51,073 -9.4%7,7000.3%Computer and Technology
American Express stock logo
AXP
American Express
$486,965$354,156 -42.1%2,2000.3%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$144,0970.0%6000.1%Basic Materials
NVIDIA Co. stock logo
NVDA
NVIDIA
$96,4170.0%1,0000.1%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$72,7660.0%1000.0%Finance
Ashland Inc. stock logo
ASH
Ashland
$49,546$10,617 -17.6%7000.0%Basic Materials
NIKE, Inc. stock logo
NKE
NIKE
$47,7430.0%6500.0%Consumer Discretionary
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$44,371$9,860 28.6%4500.0%Industrial Products
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$40,0670.0%5000.0%Consumer Staples
Wolfspeed, Inc. stock logo
WOLF
Wolfspeed
$0$1,251,010 -100.0%00.0%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$0$274,922 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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