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%Business ServicesPWRQuanta 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. 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