Investor
MIROVA
CIK 0001767843 · filed 2025-12-29 · SEC filing
13F book
$707.4M
Positions
111
Largest name
6.7%
Nvidia Corp · NVDA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 255.2K | $47.6M | 6.7% | — | Held |
| Microsoft Corp | MSFT | 87.2K | $45.2M | 6.4% | — | Held |
| Ecolab Inc. | ECL | 156.3K | $42.8M | 6.1% | — | Held |
| Accenture Plc Ireland | — | 121.6K | $30M | 4.2% | — | Held |
| First Solar, Inc. | FSLR | 132.5K | $29.2M | 4.1% | — | Held |
| Xylem Inc. | XYL | 152.2K | $22.5M | 3.2% | — | Held |
| Waste Mgmt Inc Del | — | 85.2K | $18.8M | 2.7% | — | Held |
| Trimble Inc. | TRMB | 228.3K | $18.6M | 2.6% | — | Held |
| Visa Inc. | V | 52.2K | $17.8M | 2.5% | — | Held |
| Eli Lilly & Co | LLY | 22.1K | $16.9M | 2.4% | — | Held |
| American Express Co | AXP | 50K | $16.6M | 2.3% | — | Held |
| American Wtr Wks Co Inc New | — | 118.3K | $16.5M | 2.3% | — | Held |
| Cadence Design System Inc | — | 40.3K | $14.2M | 2.0% | — | Held |
| Bentley Sys Inc | — | 271.7K | $14M | 2.0% | — | Held |
| Ebay Inc | EBAY | 131.3K | $11.9M | 1.7% | — | Held |
| Colgate Palmolive Co | CL | 142.2K | $11.4M | 1.6% | — | Held |
| Zoetis Inc. | ZTS | 76.1K | $11.1M | 1.6% | — | Held |
| Stryker Corp | SYK | 29K | $10.7M | 1.5% | — | Held |
| Procter And Gamble Co | PG | 69K | $10.6M | 1.5% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 20K | $9.68M | 1.4% | — | Held |
| Linde Plc | LIN | 20.2K | $9.6M | 1.4% | — | Held |
| Emerson Elec Co | — | 71.1K | $9.32M | 1.3% | — | Held |
| Tjx Cos Inc New | — | 62.4K | $9.03M | 1.3% | — | Held |
| Sunrun Inc. | RUN | 510.2K | $8.82M | 1.2% | — | Held |
| Badger Meter Inc | BMI | 49.2K | $8.78M | 1.2% | — | Held |
| Idex Corp | — | 52.9K | $8.62M | 1.2% | — | Held |
| PENTAIR plc | PNR | 77.2K | $8.55M | 1.2% | — | Held |
| Union Pac Corp | — | 34.7K | $8.2M | 1.2% | — | Held |
| Palo Alto Networks Inc | PANW | 39.9K | $8.13M | 1.1% | — | Held |
| Intuitive Surgical Inc | ISRG | 17.5K | $7.81M | 1.1% | — | Held |
| Enersys | ENS | 68K | $7.68M | 1.1% | — | Held |
| Flex Ltd. | FLEX | 132.1K | $7.66M | 1.1% | — | Held |
| Sprouts Fmrs Mkt Inc | — | 63.3K | $6.88M | 1.0% | — | Held |
| General Mtrs Co | — | 107.6K | $6.56M | 0.9% | — | Held |
| Quanta Svcs Inc | — | 15K | $6.2M | 0.9% | — | Held |
| Avery Dennison Corp | AVY | 37.5K | $6.08M | 0.9% | — | Held |
| ServiceNow, Inc. | NOW | 6.46K | $5.94M | 0.8% | — | Held |
| Workday, Inc. | WDAY | 24.1K | $5.8M | 0.8% | — | Held |
| International Flavors&Fragra | — | 93.3K | $5.74M | 0.8% | — | Held |
| Salesforce, Inc. | CRM | 23.8K | $5.64M | 0.8% | — | Held |
| Tetra Tech Inc New | — | 165.3K | $5.52M | 0.8% | — | Held |
| Roper Technologies Inc | ROP | 10.6K | $5.3M | 0.8% | — | Held |
| Graphic Packaging Hldg Co | — | 269.7K | $5.28M | 0.7% | — | Held |
| Mastercard Inc | MA | 8.93K | $5.08M | 0.7% | — | Held |
| Itron, Inc. | ITRI | 39.9K | $4.96M | 0.7% | — | Held |
| Vertiv Holdings Co | VRT | 32.2K | $4.86M | 0.7% | — | Held |
| Cyberark Software Ltd | — | 9.98K | $4.82M | 0.7% | — | Held |
| Watts Water Technologies Inc | WTS | 17.1K | $4.77M | 0.7% | — | Held |
| Veralto Corp | VLTO | 44.3K | $4.72M | 0.7% | — | Held |
| Lauder Estee Cos Inc | — | 53.3K | $4.7M | 0.7% | — | Held |
| Bright Horizons Fam Sol In D | — | 41.7K | $4.53M | 0.6% | — | Held |
| Trane Technologies Plc | TT | 10.5K | $4.44M | 0.6% | — | Held |
| Mp Materials Corp | — | 63K | $4.22M | 0.6% | — | Held |
| Planet Labs Pbc | PL | 320.5K | $4.16M | 0.6% | — | Held |
| Danaher Corporation | — | 20K | $3.97M | 0.6% | — | Held |
| Weyerhaeuser Co Mtn Be | WY | 148.9K | $3.69M | 0.5% | — | Held |
| Mettler Toledo International Inc/ | MTD | 3K | $3.68M | 0.5% | — | Held |
| GoDaddy Inc. | GDDY | 24.5K | $3.35M | 0.5% | — | Held |
| Ptc Inc. | PTC | 16K | $3.25M | 0.5% | — | Held |
| Verizon Communications Inc | VZ | 68.5K | $3.01M | 0.4% | — | Held |
| Tutor Perini Corp | TPC | 44.5K | $2.92M | 0.4% | — | Held |
| lululemon athletica inc. | LULU | 15.8K | $2.82M | 0.4% | — | Held |
| Monolithic Pwr Sys Inc | — | 3.06K | $2.81M | 0.4% | — | Held |
| Hubbell Inc | HUBB | 6.2K | $2.67M | 0.4% | — | Held |
| Brookfield Renewable Corp | BEPC | 70.5K | $2.43M | 0.3% | — | Held |
| Nextpower Inc. | NXT | 32.2K | $2.38M | 0.3% | — | Held |
| Vital Farms, Inc. | VITL | 54.1K | $2.23M | 0.3% | — | Held |
| Boston Scientific Corp | BSX | 20.2K | $1.97M | 0.3% | — | Held |
| Trex Co Inc | TREX | 38.1K | $1.97M | 0.3% | — | Held |
| Exponent Inc | EXPO | 26.2K | $1.82M | 0.3% | — | Held |
| Pinterest, Inc. | PINS | 56.1K | $1.81M | 0.3% | — | Held |
| Keysight Technologies, Inc. | KEYS | 9.82K | $1.72M | 0.2% | — | Held |
| Abbott Labs | ABT | 12.7K | $1.7M | 0.2% | — | Held |
| On Semiconductor Corp | ON | 30.2K | $1.49M | 0.2% | — | Held |
| Embecta Corp. | EMBC | 103K | $1.45M | 0.2% | — | Held |
| Netflix Inc | NFLX | 1.17K | $1.4M | 0.2% | — | Held |
| Rockwell Automation, Inc | ROK | 3.97K | $1.39M | 0.2% | — | Held |
| Advanced Drain Sys Inc Del | — | 9.75K | $1.35M | 0.2% | — | Held |
| Chipotle Mexican Grill Inc | CMG | 29.1K | $1.14M | 0.2% | — | Held |
| Aptiv Plc | APTV | 12.4K | $1.07M | 0.2% | — | Held |
| Agco Corp | — | 9.79K | $1.05M | 0.1% | — | Held |
| Mueller Wtr Prods Inc | — | 39.3K | $1M | 0.1% | — | Held |
| Array Technologies, Inc. | ARRY | 114.2K | $931K | 0.1% | — | Held |
| Zurn Elkay Water Solns Corp | — | 16.8K | $791.3K | 0.1% | — | Held |
| DONALDSON Co INC | DCI | 8.58K | $701.9K | 0.1% | — | Held |
| Hewlett Packard Enterprise C | — | 26.5K | $649.8K | 0.1% | — | Held |
| Grocery Outlet Hldg Corp | — | 37.6K | $603.1K | 0.1% | — | Held |
| Adobe Inc. | ADBE | 1.7K | $597.9K | 0.1% | — | Held |
| Ha Sustainable Infra Cap Inc | — | 19.1K | $587.3K | 0.1% | — | Held |
| Autodesk, Inc. | ADSK | 1.77K | $561.6K | 0.1% | — | Held |
| Neogenomics Inc | NEO | 64.9K | $501.3K | 0.1% | — | Held |
| Synopsys Inc | SNPS | 988 | $487.5K | 0.1% | — | Held |
| Mccormick & Co Inc | — | 7.04K | $471.1K | 0.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.64K | $458.6K | 0.1% | — | Held |
| Gilead Sciences, Inc. | GILD | 4.04K | $447.9K | 0.1% | — | Held |
| Voya Financial Inc | — | 5.87K | $439.2K | 0.1% | — | Held |
| Bristol-Myers Squibb Co | — | 9.13K | $411.9K | 0.1% | — | Held |
| On Hldg Ag | — | 9.24K | $391.5K | 0.1% | — | Held |
| Autoliv Inc | ALV | 2.92K | $361.1K | 0.1% | — | Held |
| Crown Hldgs Inc | — | 3.29K | $317.6K | 0.0% | — | Held |
| Core & Main, Inc. | CNM | 5.22K | $281.2K | 0.0% | — | Held |
| Bank New York Mellon Corp | — | 2.52K | $274.8K | 0.0% | — | Held |
| Nextera Energy Inc | — | 3.48K | $262.8K | 0.0% | — | Held |
| Agilent Technologies, Inc. | A | 1.77K | $227.2K | 0.0% | — | Held |
| Edwards Lifesciences Corp | EW | 2.91K | $226.2K | 0.0% | — | Held |
| General Mls Inc | GIS | 3.89K | $196.1K | 0.0% | — | Held |
| Shopify Inc. | SHOP | 407 | $60.5K | 0.0% | — | Held |
| Lkq Corp | LKQ | 1.79K | $54.8K | 0.0% | — | Held |
| Yeti Hldgs Inc | — | 1.48K | $48.9K | 0.0% | — | Held |
| Sweetgreen, Inc. | SG | 3.72K | $29.7K | 0.0% | — | Held |
| Eastman Chem Co | — | 456 | $28.8K | 0.0% | — | Held |
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.