Mirova Top Holdings and 13F Report (2025) About MirovaInvestment ActivityMirova has $555.88 million in total holdings as of March 31, 2025.Mirova owns shares of 134 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Mirova has purchased 129 new stocks and bought additional shares in 44 stocks.Mirova sold shares of 35 stocks and completely divested from 0 stocks this quarter.Largest Holdings Thermo Fisher Scientific $75,362,018Ecolab $40,328,948Accenture $37,344,323NVIDIA $25,695,923Microsoft $25,459,325 Largest New Holdings this Quarter 98983L108 - Zurn Elkay Water Solutions $1,599,827 Holding110122108 - Bristol-Myers Squibb $902,957 Holding29082K105 - Embecta $370,796 Holding375558103 - Gilead Sciences $324,385 Holding72703X106 - Planet Labs PBC $296,379 Holding Largest Purchases this Quarter EnerSys 17,748 shares (about $1.63M)Zurn Elkay Water Solutions 48,509 shares (about $1.60M)Sunrun 227,667 shares (about $1.33M)Cisco Systems 20,732 shares (about $1.28M)PTC 6,000 shares (about $929.70K) Largest Sales this Quarter Thermo Fisher Scientific 10,410 shares (about $5.18M)Colgate-Palmolive 21,087 shares (about $1.98M)Trane Technologies 5,828 shares (about $1.96M)Accenture 4,460 shares (about $1.39M)Ecolab 5,480 shares (about $1.39M) 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$75,362,018$5,180,016 ▼-6.4%151,45113.6%MedicalECLEcolab$40,328,948$1,389,290 ▼-3.3%159,0767.3%Basic MaterialsACNAccenture$37,344,323$1,391,698 ▼-3.6%119,6786.7%Computer and TechnologyNVDANVIDIA$25,695,923$639,984 ▲2.6%237,0914.6%Computer and TechnologyMSFTMicrosoft$25,459,325$842,000 ▲3.4%67,8214.6%Computer and TechnologyLLYEli Lilly and Company$22,072,445$850,687 ▲4.0%26,7254.0%MedicalVVisa$15,761,588$343,801 ▲2.2%44,9742.8%Business ServicesWMWaste Management$15,064,819$378,519 ▲2.6%65,0722.7%Business ServicesAXPAmerican Express$12,318,454$776,209 ▲6.7%45,7852.2%FinanceAWKAmerican Water Works$11,768,851$389,158 ▲3.4%79,7782.1%UtilitiesXYLXylem$10,299,961$267,351 ▲2.7%86,2211.9%Business ServicesSYKStryker$9,729,126$132,893 ▲1.4%26,1361.8%MedicalTRMBTrimble$9,010,331$659,192 ▼-6.8%137,2481.6%IndustrialsPGProcter & Gamble$7,681,852$403,895 ▲5.5%45,0761.4%Consumer StaplesISRGIntuitive Surgical$7,066,017$279,332 ▲4.1%14,2671.3%MedicalBSYBentley Systems$6,907,986$280,927 ▲4.2%175,5971.2%Computer and TechnologyBFAMBright Horizons Family Solutions$6,829,035$252,174 ▲3.8%53,7551.2%Business ServicesCLColgate-Palmolive$6,770,762$1,975,852 ▼-22.6%72,2601.2%Consumer StaplesUNPUnion Pacific$6,727,879$386,016 ▲6.1%28,4791.2%TransportationLINDE PLC$6,394,634$476,350 ▲8.0%13,7331.2%Common StockIFFInternational Flavors & Fragrances$6,362,623$363,525 ▲6.1%81,9821.1%Basic MaterialsGMGeneral Motors$6,300,562$248,930 ▲4.1%133,9691.1%Auto/Tires/TrucksEBAYeBay$6,054,994$258,254 ▼-4.1%89,3991.1%Retail/WholesaleWDAYWorkday$5,243,683$283,038 ▲5.7%22,4540.9%Computer and TechnologyZTSZoetis$5,140,538$57,463 ▼-1.1%31,2210.9%MedicalCRMSalesforce$5,060,733$272,654 ▲5.7%18,8580.9%Computer and TechnologyMAMastercard$4,796,598$590,325 ▼-11.0%8,7510.9%Business ServicesBMIBadger Meter$4,783,456$39,953 ▼-0.8%25,1430.9%Computer and TechnologyNOWServiceNow$4,768,879$192,666 ▲4.2%5,9900.9%Computer and TechnologyRUNSunrun$4,677,036$1,334,129 ▲39.9%798,1290.8%EnergyIEXIDEX$4,577,998$64,063 ▼-1.4%25,2970.8%IndustrialsEXPOExponent$4,569,9200.0%56,3770.8%Business ServicesGDDYGoDaddy$4,552,498$222,293 ▲5.1%25,2720.8%Computer and TechnologyTTTrane Technologies$4,477,667$1,963,570 ▼-30.5%13,2900.8%ConstructionLULULululemon Athletica$4,439,513$9,341 ▲0.2%15,6840.8%Consumer DiscretionaryENSEnerSys$3,972,191$1,625,362 ▲69.3%43,3740.7%IndustrialsGPKGraphic Packaging$3,919,259$48,753 ▼-1.2%150,9730.7%IndustrialsROPRoper Technologies$3,916,580$12,381 ▼-0.3%6,6430.7%Computer and TechnologySFMSprouts Farmers Market$3,883,009$44,571 ▼-1.1%25,4390.7%Retail/WholesalePANWPalo Alto Networks$3,834,963$245,722 ▲6.8%22,4740.7%Computer and TechnologyCDNSCadence Design Systems$3,789,771$594,369 ▲18.6%14,9010.7%Computer and TechnologyTTEKTetra Tech$3,534,804$25,214 ▼-0.7%120,8480.6%IndustrialsELEstée Lauder Companies$3,531,924$204,402 ▲6.1%53,5140.6%Consumer StaplesNEENextEra Energy$3,528,337$18,006 ▲0.5%49,7720.6%UtilitiesCMGChipotle Mexican Grill$3,440,891$32,586 ▼-0.9%68,5300.6%Retail/WholesalePWRQuanta Services$3,202,414$402,113 ▲14.4%12,5990.6%ConstructionFSLRFirst Solar$3,196,5300.0%25,2830.6%EnergyCYBRCyberArk Software$3,122,782$169,000 ▲5.7%9,2390.6%Computer and TechnologyEMREmerson Electric$2,979,248$898,171 ▲43.2%27,1730.5%IndustrialsWYWeyerhaeuser$2,795,362$29,690 ▼-1.1%95,4700.5%ConstructionFLEXFlex$2,793,937$231,560 ▼-7.7%84,4600.5%Computer and TechnologyVZVerizon Communications$2,572,592$45,541 ▲1.8%56,7150.5%Computer and TechnologyCSCOCisco Systems$2,486,049$1,279,372 ▲106.0%40,2860.4%Computer and TechnologyVERALTO CORP$2,477,959$339,418 ▲15.9%25,4280.4%Common StockAVYAvery Dennison$2,464,884$55,527 ▼-2.2%13,8500.4%IndustrialsBSXBoston Scientific$2,252,650$279,639 ▼-11.0%22,3300.4%MedicalMTDMettler-Toledo International$2,191,769$44,875 ▼-2.0%1,8560.4%MedicalPNRPentair$2,086,136$55,900 ▼-2.6%23,8470.4%Business ServicesTJXTJX Companies$1,918,837$318,507 ▲19.9%15,7540.3%Retail/WholesaleBROOKFIELD RENEWABLE CORP$1,905,345$335,040 ▼-15.0%68,2430.3%Common StockORCLOracle$1,838,641$726,592 ▼-28.3%13,1510.3%Computer and TechnologyPFEPfizer$1,829,9280.0%72,2150.3%MedicalMPWRMonolithic Power Systems$1,779,959$190,233 ▼-9.7%3,0690.3%Computer and TechnologyITRIItron$1,719,321$203,863 ▼-10.6%16,4120.3%Computer and TechnologyENPHEnphase Energy$1,704,7620.0%27,4740.3%EnergyTPCTutor Perini$1,655,933$353,912 ▲27.2%71,4380.3%ConstructionZWSZurn Elkay Water Solutions$1,599,827$1,599,827 ▲New Holding48,5090.3%IndustrialsCNMCore & Main$1,554,857$134,109 ▼-7.9%32,1850.3%IndustrialsBKBank of New York Mellon$1,439,3770.0%17,1620.3%FinanceTREXTrex$1,407,240$27,075 ▼-1.9%24,2210.3%ConstructionMPMP Materials$1,291,216$488,200 ▼-27.4%52,8970.2%Basic MaterialsONOnsemi$1,188,4740.0%29,2080.2%Computer and TechnologyWTSWatts Water Technologies$1,125,8420.0%5,5210.2%Computer and TechnologyMWAMueller Water Products$999,8960.0%39,3350.2%IndustrialsROKRockwell Automation$992,179$310,056 ▼-23.8%3,8400.2%Computer and TechnologyPTCPTC$980,524$929,700 ▲1,829.3%6,3280.2%Computer and TechnologyAPTIV PLC$952,774$297,500 ▼-23.8%16,0130.2%Common StockAGCOAGCO$921,6270.0%9,9560.2%IndustrialsANSSANSYS$920,2400.0%2,9070.2%Computer and TechnologyBMYBristol-Myers Squibb$902,957$902,957 ▲New Holding14,8050.2%MedicalALVAutoliv$886,2690.0%10,0200.2%Auto/Tires/TrucksDHRDanaher$805,8550.0%3,9310.1%MedicalNOVTNovanta$766,8360.0%5,9970.1%Computer and TechnologyVRTVertiv$722,000$510,598 ▲241.5%10,0000.1%Computer and TechnologyBCCBoise Cascade$694,7710.0%7,0830.1%ConstructionOMCOmnicom Group$659,4660.0%7,9540.1%Business ServicesKAIKadant$628,0000.0%1,8640.1%IndustrialsNEONeoGenomics$616,2330.0%64,9350.1%MedicalADBEAdobe$582,582$22,245 ▲4.0%1,5190.1%Computer and TechnologyDCIDonaldson$575,1070.0%8,5760.1%IndustrialsADSKAutodesk$569,153$33,510 ▲6.3%2,1740.1%Computer and TechnologyHASIHA Sustainable Infrastructure Capital$559,3320.0%19,1290.1%FinanceARRYArray Technologies$556,329$143,110 ▼-20.5%114,2360.1%EnergyOCOwens Corning$543,1440.0%3,8030.1%ConstructionSGSweetgreen$512,9100.0%20,5000.1%Retail/WholesaleONONON$507,4520.0%11,5540.1%Retail/WholesaleVITLVital Farms$501,689$169,566 ▲51.1%16,4650.1%Consumer StaplesBDXBecton, Dickinson and Company$492,2500.0%2,1490.1%MedicalNFLXNetflix$489,578$196,764 ▲67.2%5250.1%Consumer DiscretionaryGEFGreif$452,458$364,529 ▼-44.6%8,2280.1%IndustrialsShowing largest 100 holdings. 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