Mirova Top Holdings and 13F Report (2025) About MirovaInvestment ActivityMirova has $579.52 million in total holdings as of December 31, 2024.Mirova owns shares of 129 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 11.68% of the portfolio was purchased this quarter.About 5.84% of the portfolio was sold this quarter.This quarter, Mirova has purchased 120 new stocks and bought additional shares in 45 stocks.Mirova sold shares of 56 stocks and completely divested from 6 stocks this quarter.Largest Holdings Thermo Fisher Scientific $84,204,948Accenture $43,670,507Ecolab $38,558,762NVIDIA $31,045,968Microsoft $27,641,127 Largest New Holdings this Quarter EnerSys $2,368,611 HoldingBROOKFIELD RENEWABLE CORP $2,219,521 HoldingTJX Companies $1,587,323 HoldingTutor Perini $1,359,314 HoldingBank of New York Mellon $1,318,556 Holding Largest Purchases this Quarter American Water Works 21,967 shares (about $2.73M)EnerSys 25,626 shares (about $2.37M)Microsoft 5,512 shares (about $2.32M)Ecolab 9,913 shares (about $2.32M)Bright Horizons Family Solutions 20,760 shares (about $2.30M) Largest Sales this Quarter Procter & Gamble 24,694 shares (about $4.14M)Accenture 8,329 shares (about $2.93M)Autoliv 21,566 shares (about $2.02M)Mastercard 2,324 shares (about $1.22M)Trane Technologies 2,802 shares (about $1.03M) 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$84,204,948$1,243,350 ▲1.5%161,86114.5%MedicalACNAccenture$43,670,507$2,930,059 ▼-6.3%124,1387.5%Computer and TechnologyECLEcolab$38,558,762$2,322,814 ▲6.4%164,5566.7%Basic MaterialsNVDANVIDIA$31,045,968$651,441 ▲2.1%231,1865.4%Computer and TechnologyMSFTMicrosoft$27,641,127$2,323,308 ▲9.2%65,5784.8%Computer and TechnologyLLYEli Lilly and Company$19,836,540$1,916,104 ▲10.7%25,6953.4%MedicalVVisa$13,903,548$722,783 ▼-4.9%43,9932.4%Business ServicesWMWaste Management$12,800,952$102,913 ▼-0.8%63,4372.2%Business ServicesAXPAmerican Express$12,732,291$279,873 ▲2.2%42,9002.2%FinanceTRMBTrimble$10,407,441$189,722 ▼-1.8%147,2891.8%Industrial ProductsXYLXylem$9,743,708$2,078,846 ▲27.1%83,9831.7%Business ServicesAWKAmerican Water Works$9,603,159$2,734,672 ▲39.8%77,1401.7%UtilitiesSYKStryker$9,281,729$243,394 ▼-2.6%25,7791.6%MedicalCLColgate-Palmolive$8,486,176$608,461 ▲7.7%93,3471.5%Consumer StaplesBSYBentley Systems$7,866,895$1,068,122 ▲15.7%168,4561.4%Computer and TechnologyPGProcter & Gamble$7,159,661$4,139,949 ▼-36.6%42,7061.2%Consumer StaplesISRGIntuitive Surgical$7,152,418$253,673 ▲3.7%13,7031.2%MedicalTTTrane Technologies$7,061,233$1,034,919 ▼-12.8%19,1181.2%ConstructionGMGeneral Motors$6,854,571$156,241 ▲2.3%128,6761.2%Auto/Tires/TrucksIFFInternational Flavors & Fragrances$6,535,546$234,795 ▲3.7%77,2981.1%Basic MaterialsUNPUnion Pacific$6,121,734$193,378 ▲3.3%26,8451.1%TransportationNOWServiceNow$6,093,570$157,958 ▲2.7%5,7481.1%Computer and TechnologyLULULululemon Athletica$5,985,099$2,268,456 ▲61.0%15,6511.0%Consumer DiscretionaryCRMSalesforce$5,965,116$922,082 ▲18.3%17,8421.0%Computer and TechnologyEBAYeBay$5,774,483$1,561,450 ▲37.1%93,2121.0%Retail/WholesaleBFAMBright Horizons Family Solutions$5,738,704$2,301,246 ▲66.9%51,7701.0%Business ServicesWDAYWorkday$5,481,073$188,104 ▲3.6%21,2420.9%Computer and TechnologyBMIBadger Meter$5,377,878$1,513,900 ▲39.2%25,3530.9%Computer and TechnologyIEXIDEX$5,368,498$1,301,365 ▲32.0%25,6510.9%Industrial ProductsLINDE PLC$5,321,296$1,294,109 ▲32.1%12,7100.9%Common StockRUNSunrun$5,276,774$1,046,036 ▲24.7%570,4620.9%Oils/EnergyMAMastercard$5,175,130$1,223,749 ▼-19.1%9,8280.9%Business ServicesZTSZoetis$5,143,700$2,222,528 ▲76.1%31,5700.9%MedicalEXPOExponent$5,023,191$293,406 ▼-5.5%56,3770.9%Business ServicesTTEKTetra Tech$4,848,926$416,527 ▲9.4%121,7100.8%Industrial ProductsGDDYGoDaddy$4,744,380$146,251 ▲3.2%24,0380.8%Computer and TechnologyFSLRFirst Solar$4,455,876$174,478 ▼-3.8%25,2830.8%Oils/EnergyCMGChipotle Mexican Grill$4,171,494$921,686 ▲28.4%69,1790.7%Retail/WholesaleGPKGraphic Packaging$4,151,433$1,210,929 ▲41.2%152,8510.7%Industrial ProductsPANWPalo Alto Networks$3,827,347$1,980,453 ▲107.2%21,0340.7%Computer and TechnologyELEstée Lauder Companies$3,780,267$139,688 ▲3.8%50,4170.7%Consumer StaplesCDNSCadence Design Systems$3,774,979$1,788,037 ▲90.0%12,5640.7%Computer and TechnologyNEENextEra Energy$3,549,945$17,134 ▼-0.5%49,5180.6%UtilitiesFLEXFlex$3,511,149$354,455 ▼-9.2%91,4600.6%Computer and TechnologyPWRQuanta Services$3,481,923$1,005,987 ▼-22.4%11,0170.6%ConstructionROPRoper Technologies$3,464,280$2,030,534 ▲141.6%6,6640.6%Computer and TechnologySFMSprouts Farmers Market$3,269,638$418,823 ▲14.7%25,7310.6%Retail/WholesaleORCLOracle$3,057,511$425,265 ▼-12.2%18,3480.5%Computer and TechnologyCYBRCyberArk Software$2,911,398$92,949 ▲3.3%8,7390.5%Computer and TechnologyWYWeyerhaeuser$2,716,025$892,158 ▲48.9%96,4840.5%ConstructionAVYAvery Dennison$2,650,135$2,274,752 ▲606.0%14,1620.5%Industrial ProductsPNRPentair$2,464,271$1,758,080 ▲249.0%24,4860.4%Business ServicesENSEnerSys$2,368,611$2,368,611 ▲New Holding25,6260.4%Industrial ProductsEMREmerson Electric$2,352,315$1,055,883 ▲81.4%18,9810.4%Industrial ProductsMTDMettler-Toledo International$2,317,650$1,828,178 ▲373.5%1,8940.4%MedicalBSXBoston Scientific$2,242,111$237,681 ▼-9.6%25,1020.4%MedicalVERALTO CORP$2,235,098$1,834,726 ▲458.3%21,9450.4%Common StockVZVerizon Communications$2,227,883$685,869 ▼-23.5%55,7110.4%Computer and TechnologyBROOKFIELD RENEWABLE CORP$2,219,521$2,219,521 ▲New Holding80,2430.4%Common StockMPWRMonolithic Power Systems$2,010,005$1,918,291 ▲2,091.6%3,3970.3%Computer and TechnologyITRIItron$1,993,312$915,655 ▼-31.5%18,3580.3%Computer and TechnologyPFEPfizer$1,915,864$225,187 ▼-10.5%72,2150.3%MedicalENPHEnphase Energy$1,886,914$228,361 ▲13.8%27,4740.3%Oils/EnergyONOnsemi$1,841,564$270,106 ▼-12.8%29,2080.3%Computer and TechnologyCNMCore & Main$1,779,8650.0%34,9610.3%Industrial ProductsTREXTrex$1,704,144$1,256,208 ▲280.4%24,6870.3%ConstructionTJXTJX Companies$1,587,323$1,587,323 ▲New Holding13,1390.3%Retail/WholesaleROKRockwell Automation$1,440,382$968,257 ▼-40.2%5,0400.2%Computer and TechnologyTPCTutor Perini$1,359,314$1,359,314 ▲New Holding56,1700.2%ConstructionBKBank of New York Mellon$1,318,556$1,318,556 ▲New Holding17,1620.2%FinanceAPTIV PLC$1,270,866$1,270,866 ▲New Holding21,0130.2%Common StockCSCOCisco Systems$1,157,597$24,568 ▼-2.1%19,5540.2%Computer and TechnologyMPMP Materials$1,137,193$166,717 ▼-12.8%72,8970.2%Basic MaterialsWTSWatts Water Technologies$1,122,419$27,039 ▲2.5%5,5210.2%Computer and TechnologyNEONeoGenomics$1,070,129$1,070,129 ▲New Holding64,9350.2%MedicalANSSANSYS$980,618$143,028 ▼-12.7%2,9070.2%Computer and TechnologyALVAutoliv$939,776$2,022,676 ▼-68.3%10,0200.2%Auto/Tires/TrucksAGCOAGCO$930,6870.0%9,9560.2%Industrial ProductsNOVTNovanta$916,1620.0%5,9970.2%Computer and TechnologyGEFGreif$908,0600.0%14,8570.2%Industrial ProductsDHRDanaher$902,361$4,591 ▼-0.5%3,9310.2%MedicalMWAMueller Water Products$885,0380.0%39,3350.2%Industrial ProductsARRYArray Technologies$867,477$48,115 ▼-5.3%143,6220.1%Oils/EnergyBCCBoise Cascade$841,8850.0%7,0830.1%ConstructionOMCOmnicom Group$684,362$28,651 ▼-4.0%7,9540.1%Business ServicesSGSweetgreen$657,2300.0%20,5000.1%Retail/WholesaleADBEAdobe$649,677$10,228 ▼-1.5%1,4610.1%Computer and TechnologyOCOwens Corning$647,727$647,727 ▲New Holding3,8030.1%ConstructionKAIKadant$643,0610.0%1,8640.1%Industrial ProductsONONON$632,813$632,813 ▲New Holding11,5540.1%Retail/WholesaleADSKAutodesk$604,736$3,547 ▼-0.6%2,0460.1%Computer and TechnologyDCIDonaldson$577,5940.0%8,5760.1%Industrial ProductsHPEHewlett Packard Enterprise$564,900$564,900 ▲New Holding26,4590.1%Computer and TechnologyHASIHannon Armstrong Sustainable Infrastructure Capital$513,2310.0%19,1290.1%FinanceBDXBecton, Dickinson and Company$487,544$2,496 ▼-0.5%2,1490.1%MedicalGISGeneral Mills$464,692$8,545 ▼-1.8%7,2870.1%Consumer StaplesDXCMDexCom$435,201$2,489 ▼-0.6%5,5960.1%MedicalVITLVital Farms$410,821$410,821 ▲New Holding10,9000.1%Consumer StaplesOTISOtis Worldwide$400,446$16,762 ▼-4.0%4,3240.1%ConstructionSTSensata Technologies$365,1320.0%13,3260.1%Computer and TechnologyShowing largest 100 holdings. 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