Mirova Top Holdings and 13F Report (2024) About MirovaInvestment ActivityMirova has $578.68 million in total holdings as of September 30, 2024.Mirova owns shares of 120 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Mirova has purchased 123 new stocks and bought additional shares in 23 stocks.Mirova sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Thermo Fisher Scientific $98,643,976Accenture $46,824,435Ecolab $39,484,997NVIDIA $27,486,122Microsoft $25,846,400 Largest New Holdings this Quarter SMURFIT WESTROCK PLC $161,850 Holding Largest Purchases this Quarter Tetra Tech 73,872 shares (about $3.48M)Exponent 26,472 shares (about $3.05M)Trimble 42,455 shares (about $2.64M)Badger Meter 11,737 shares (about $2.56M)Microsoft 5,830 shares (about $2.51M) Largest Sales this Quarter Thermo Fisher Scientific 6,321 shares (about $3.91M)NVIDIA 31,465 shares (about $3.82M)Accenture 9,313 shares (about $3.29M)Brookfield Renewable 72,646 shares (about $2.37M)Eli Lilly and Company 2,449 shares (about $2.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirova Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTMOThermo Fisher Scientific$98,643,976$3,909,981 ▼-3.8%159,47117.0%MedicalACNAccenture$46,824,435$3,291,959 ▼-6.6%132,4678.1%Computer and TechnologyECLEcolab$39,484,997$642,155 ▼-1.6%154,6436.8%Basic MaterialsNVDANVIDIA$27,486,122$3,821,110 ▼-12.2%226,3354.7%Computer and TechnologyMSFTMicrosoft$25,846,400$2,508,649 ▲10.7%60,0664.5%Computer and TechnologyLLYEli Lilly and Company$20,565,325$2,169,667 ▼-9.5%23,2133.6%MedicalWMWaste Management$13,275,397$98,402 ▼-0.7%63,9472.3%Business ServicesVVisa$12,724,6860.0%46,2802.2%Business ServicesPGProcter & Gamble$11,673,680$894,405 ▼-7.1%67,4002.0%Consumer StaplesAXPAmerican Express$11,378,7380.0%41,9572.0%FinanceSYKStryker$9,557,1330.0%26,4551.7%MedicalTRMBTrimble$9,311,886$2,636,031 ▲39.5%149,9741.6%Industrial ProductsCLColgate-Palmolive$8,995,552$1,213,747 ▼-11.9%86,6541.6%Consumer StaplesXYLXylem$8,920,757$1,654,523 ▲22.8%66,0651.5%Business ServicesTTTrane Technologies$8,520,962$816,333 ▼-8.7%21,9201.5%ConstructionRUNSunrun$8,260,229$1,069,477 ▼-11.5%457,3771.4%Oils/EnergyAWKAmerican Water Works$8,068,500$1,154,419 ▼-12.5%55,1731.4%UtilitiesIFFInternational Flavors & Fragrances$7,819,489$1,956,525 ▲33.4%74,5211.4%Basic MaterialsBSYBentley Systems$7,397,123$497,786 ▼-6.3%145,5841.3%Computer and TechnologyEXPOExponent$6,878,758$3,051,692 ▲79.7%59,6701.2%Business ServicesFSLRFirst Solar$6,553,537$860,568 ▲15.1%26,2731.1%Oils/EnergyISRGIntuitive Surgical$6,493,116$346,837 ▼-5.1%13,2171.1%MedicalUNPUnion Pacific$6,407,7410.0%25,9971.1%TransportationMAMastercard$6,000,6580.0%12,1521.0%Business ServicesGMGeneral Motors$5,638,316$1,205,792 ▼-17.6%125,7431.0%Auto/Tires/TrucksTTEKTetra Tech$5,246,786$3,483,804 ▲197.6%111,2550.9%Industrial ProductsWDAYWorkday$5,013,582$1,013,079 ▲25.3%20,5130.9%Computer and TechnologyNOWServiceNow$5,007,6900.0%5,5990.9%Computer and TechnologyELEstée Lauder Companies$4,840,348$987,429 ▲25.6%48,5540.8%Consumer StaplesLINDE PLC$4,586,916$238,430 ▲5.5%9,6190.8%Common StockEBAYeBay$4,427,936$627,986 ▲16.5%68,0070.8%Retail/WholesaleBFAMBright Horizons Family Solutions$4,345,431$1,140,938 ▲35.6%31,0100.8%Consumer DiscretionaryPWRQuanta Services$4,233,7300.0%14,2000.7%ConstructionNEENextEra Energy$4,205,9590.0%49,7570.7%UtilitiesIEXIDEX$4,168,378$78,721 ▼-1.9%19,4330.7%Industrial ProductsCRMSalesforce$4,128,6420.0%15,0840.7%Computer and TechnologyBMIBadger Meter$3,978,557$2,563,478 ▲181.2%18,2160.7%Computer and TechnologyGDDYGoDaddy$3,652,5040.0%23,2970.6%Computer and TechnologyORCLOracle$3,561,3600.0%20,9000.6%Computer and TechnologyZTSZoetis$3,502,968$55,097 ▼-1.5%17,9290.6%MedicalPANWPalo Alto Networks$3,469,2700.0%10,1500.6%Computer and TechnologyGILDGilead Sciences$3,373,0510.0%40,2320.6%MedicalFLEXFlex$3,366,167$208,302 ▲6.6%100,6930.6%Computer and TechnologyBEPCBrookfield Renewable$3,331,549$2,372,619 ▼-41.6%102,0070.6%Oils/EnergyVZVerizon Communications$3,272,2320.0%72,8620.6%Computer and TechnologyGPKGraphic Packaging$3,203,591$1,120,425 ▼-25.9%108,2660.6%Industrial ProductsCMGChipotle Mexican Grill$3,105,372$818,550 ▼-20.9%53,8940.5%Retail/WholesaleALVAutoliv$2,949,1850.0%31,5860.5%Auto/Tires/TrucksGNTXGentex$2,940,4980.0%99,0400.5%Auto/Tires/TrucksITRIItron$2,861,547$1,927,173 ▲206.3%26,7910.5%Computer and TechnologyENPHEnphase Energy$2,729,3200.0%24,1490.5%Oils/EnergyLULULululemon Athletica$2,637,2510.0%9,7190.5%Consumer DiscretionarySFMSprouts Farmers Market$2,477,048$53,218 ▼-2.1%22,4350.4%Retail/WholesaleCYBRCyberArk Software$2,467,0210.0%8,4600.4%Computer and TechnologyONOnsemi$2,431,854$326,745 ▼-11.8%33,4920.4%Computer and TechnologyPFEPfizer$2,335,5450.0%80,7030.4%MedicalBSXBoston Scientific$2,326,539$1,761,978 ▲312.1%27,7630.4%MedicalROKRockwell Automation$2,262,581$586,048 ▼-20.6%8,4280.4%Computer and TechnologyWYWeyerhaeuser$2,193,8230.0%64,7910.4%ConstructionCDNSCadence Design Systems$1,792,321$590,032 ▲49.1%6,6130.3%Computer and TechnologyAPTVAptiv$1,735,0810.0%24,0950.3%Business ServicesCNMCore & Main$1,552,2680.0%34,9610.3%Industrial ProductsROPRoper Technologies$1,534,662$41,733 ▲2.8%2,7580.3%Computer and TechnologyMPMP Materials$1,475,2580.0%83,5840.3%Basic MaterialsOGNOrganon & Co.$1,161,9180.0%60,7380.2%MedicalEMREmerson Electric$1,144,120$1,039,015 ▲988.6%10,4610.2%Industrial ProductsWTSWatts Water Technologies$1,116,340$88,470 ▲8.6%5,3880.2%Computer and TechnologyDHRDanaher$1,098,4570.0%3,9510.2%Multi-Sector ConglomeratesNOVTNovanta$1,072,9830.0%5,9970.2%Computer and TechnologyCSCOCisco Systems$1,062,7500.0%19,9690.2%Computer and TechnologyANSSANSYS$1,061,357$1,115,205 ▼-51.2%3,3310.2%Computer and TechnologyORAOrmat Technologies$1,036,382$119,719 ▼-10.4%13,4700.2%Oils/EnergyARRYArray Technologies$1,000,481$132,000 ▼-11.7%151,5880.2%Oils/EnergyBCCBoise Cascade$998,5610.0%7,0830.2%ConstructionAGCOAGCO$974,294$47,364 ▼-4.6%9,9560.2%Industrial ProductsGEFGreif$930,940$1,425,954 ▼-60.5%14,8570.2%Industrial ProductsOMCOmnicom Group$856,7930.0%8,2870.1%Business ServicesMWAMueller Water Products$853,5700.0%39,3350.1%Industrial ProductsMRKMerck & Co., Inc.$793,4440.0%6,9870.1%MedicalADBEAdobe$768,3860.0%1,4840.1%Computer and TechnologySGSweetgreen$726,725$258,820 ▼-26.3%20,5000.1%Retail/WholesalePNRPentair$686,192$116,077 ▼-14.5%7,0170.1%Business ServicesHASIHannon Armstrong Sustainable Infrastructure Capital$659,3770.0%19,1290.1%FinanceDCIDonaldson$632,0510.0%8,5760.1%Industrial ProductsKAIKadant$630,0320.0%1,8640.1%Industrial ProductsDARDarling Ingredients$619,903$769,695 ▼-55.4%16,6820.1%Consumer StaplesMTDMettler-Toledo International$599,8800.0%4000.1%Computer and TechnologyADSKAutodesk$566,9380.0%2,0580.1%Computer and TechnologyGISGeneral Mills$548,041$63,585 ▼-10.4%7,4210.1%Consumer StaplesBDXBecton, Dickinson and Company$520,7760.0%2,1600.1%MedicalSTSensata Technologies$477,8700.0%13,3260.1%Computer and TechnologyOTISOtis Worldwide$468,2500.0%4,5050.1%ConstructionCCKCrown$450,924$168,941 ▼-27.3%4,7030.1%Industrial ProductsAVYAvery Dennison$442,845$15,895 ▲3.7%2,0060.1%Industrial ProductsVERALTO CORP$439,722$92,285 ▼-17.3%3,9310.1%Common StockTREXTrex$432,038$19,974 ▲4.8%6,4890.1%ConstructionEWEdwards Lifesciences$424,9100.0%6,4390.1%MedicalDXCMDexCom$377,3010.0%5,6280.1%MedicalAMTAmerican Tower$330,9330.0%1,4230.1%FinanceYETIYETI$316,752$230,548 ▲267.4%7,7200.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
