Mirova Top Holdings and 13F Report (2025) About MirovaInvestment ActivityMirova has $708.80 million in total holdings as of June 30, 2025.Mirova owns shares of 119 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 20.83% of the portfolio was purchased this quarter.About 3.91% of the portfolio was sold this quarter.This quarter, Mirova has purchased 134 new stocks and bought additional shares in 61 stocks.Mirova sold shares of 36 stocks and completely divested from 22 stocks this quarter.Largest Holdings Thermo Fisher Scientific $56,063,765Ecolab $44,097,359NVIDIA $41,847,601Microsoft $38,962,125Accenture $37,633,838 Largest New Holdings this Quarter 443510607 - Hubbell $2,042,050 Holding002824100 - Abbott Laboratories $1,723,383 HoldingG5960L103 - Medtronic $1,429,675 Holding911163103 - United Natural Foods $669,836 Holding579780206 - McCormick & Company, Incorporated $533,849 Holding Largest Purchases this Quarter Xylem 58,047 shares (about $7.51M)Trimble 97,348 shares (about $7.40M)Cadence Design Systems 19,690 shares (about $6.07M)Badger Meter 23,274 shares (about $5.70M)Sprouts Farmers Market 34,536 shares (about $5.69M) Largest Sales this Quarter Thermo Fisher Scientific 13,179 shares (about $5.34M)Cisco Systems 33,072 shares (about $2.29M)Exponent 26,721 shares (about $2.00M)Sunrun 234,438 shares (about $1.92M)Bright Horizons Family Solutions 12,412 shares (about $1.53M) 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$56,063,765$5,343,557 ▼-8.7%138,2727.9%MedicalECLEcolab$44,097,359$1,235,921 ▲2.9%163,6636.2%Basic MaterialsNVDANVIDIA$41,847,601$4,389,594 ▲11.7%264,8755.9%Computer and TechnologyMSFTMicrosoft$38,962,125$5,227,282 ▲15.5%78,3305.5%Computer and TechnologyACNAccenture$37,633,838$1,863,280 ▲5.2%125,9125.3%Computer and TechnologyLLYEli Lilly and Company$22,489,440$1,656,501 ▲8.0%28,8503.2%MedicalWMWaste Management$19,149,488$4,259,713 ▲28.6%83,6882.7%Business ServicesXYLXylem$18,662,508$7,508,960 ▲67.3%144,2682.6%Business ServicesTRMBTrimble$17,824,604$7,396,501 ▲70.9%234,5962.5%IndustrialsVVisa$17,735,813$1,767,794 ▲11.1%49,9532.5%Business ServicesAWKAmerican Water Works$16,123,405$5,025,488 ▲45.3%115,9042.3%UtilitiesAXPAmerican Express$15,791,424$1,186,925 ▲8.1%49,5062.2%FinanceBSYBentley Systems$14,343,229$4,866,259 ▲51.3%265,7632.0%Computer and TechnologyCLColgate-Palmolive$11,909,627$5,341,193 ▲81.3%131,0191.7%Consumer StaplesBMIBadger Meter$11,859,744$5,700,966 ▲92.6%48,4171.7%Computer and TechnologySYKStryker$11,385,836$1,045,650 ▲10.1%28,7791.6%MedicalEBAYeBay$11,044,875$4,388,226 ▲65.9%148,3331.6%Retail/WholesaleCDNSCadence Design Systems$10,659,217$6,067,474 ▲132.1%34,5911.5%Computer and TechnologySFMSprouts Farmers Market$9,874,284$5,686,007 ▲135.8%59,9751.4%Retail/WholesaleZTSZoetis$9,851,362$4,982,447 ▲102.3%63,1701.4%MedicalISRGIntuitive Surgical$9,415,665$1,662,835 ▲21.4%17,3271.3%MedicalIEXIDEX$8,710,203$4,268,809 ▲96.1%49,6111.2%IndustrialsPGProcter & Gamble$8,605,192$1,423,684 ▲19.8%54,0121.2%Consumer StaplesLINDE PLC$8,571,449$2,128,200 ▲33.0%18,2691.2%Common StockFSLRFirst Solar$8,030,511$3,845,163 ▲91.9%48,5111.1%EnergyPNRPentair$8,007,069$5,558,936 ▲227.1%77,9961.1%Business ServicesEMREmerson Electric$7,873,670$4,250,694 ▲117.3%59,0541.1%IndustrialsUNPUnion Pacific$7,087,154$534,706 ▲8.2%30,8031.0%TransportationIFFInternational Flavors & Fragrances$6,789,033$759,257 ▲12.6%92,3051.0%Basic MaterialsNOWServiceNow$6,554,010$395,811 ▲6.4%6,3750.9%Computer and TechnologyAVYAvery Dennison$6,387,810$3,957,550 ▲162.8%36,4040.9%IndustrialsCRMSalesforce$6,383,673$1,241,285 ▲24.1%23,4100.9%Computer and TechnologyGPKGraphic Packaging$6,335,454$3,154,453 ▲99.2%300,6860.9%IndustrialsPANWPalo Alto Networks$6,271,807$1,672,727 ▲36.4%30,6480.9%Computer and TechnologyWDAYWorkday$6,090,480$701,520 ▲13.0%25,3770.9%Computer and TechnologyROPRoper Technologies$5,779,501$2,013,983 ▲53.5%10,1960.8%Computer and TechnologyENSEnersys$5,466,551$1,746,363 ▲46.9%63,7350.8%IndustrialsTTTrane Technologies$5,381,893$431,286 ▼-7.4%12,3040.8%ConstructionITRIItron$5,245,982$3,085,670 ▲142.8%39,8540.7%Computer and TechnologyTTEKTetra Tech$5,208,051$862,357 ▲19.8%144,8290.7%IndustrialsGMGeneral Motors$5,116,561$1,476,054 ▼-22.4%103,9740.7%Auto/Tires/TrucksBFAMBright Horizons Family Solutions$5,109,581$1,533,999 ▼-23.1%41,3430.7%Business ServicesGDDYGoDaddy$5,085,795$535,318 ▲11.8%28,2450.7%Computer and TechnologyPWRQuanta Services$5,077,992$314,563 ▲6.6%13,4310.7%ConstructionMAMastercard$4,968,673$51,137 ▲1.0%8,8420.7%Business ServicesELEstee Lauder Companies$4,634,446$310,514 ▲7.2%57,3570.7%Consumer StaplesRUNSunrun$4,610,992$1,917,703 ▼-29.4%563,6910.7%EnergyLULUlululemon athletica$4,412,098$685,893 ▲18.4%18,5710.6%Consumer DiscretionaryVERALTO CORP$4,243,837$1,676,880 ▲65.3%42,0390.6%Common StockWTSWatts Water Technologies$4,202,014$2,844,455 ▲209.5%17,0890.6%Computer and TechnologyCYBRCyberArk Software$4,018,754$259,589 ▲6.9%9,8770.6%Computer and TechnologyFLEXFlex$3,791,823$424,420 ▼-10.1%75,9580.5%Computer and TechnologyTJXTJX Companies$3,497,978$1,552,516 ▲79.8%28,3260.5%Retail/WholesaleMTDMettler-Toledo International$3,359,699$1,179,419 ▲54.1%2,8600.5%MedicalNEENextEra Energy$3,263,712$191,460 ▼-5.5%47,0140.5%UtilitiesCMGChipotle Mexican Grill$3,252,713$595,246 ▼-15.5%57,9290.5%Retail/WholesaleWYWeyerhaeuser$3,075,787$623,162 ▲25.4%119,7270.4%ConstructionPTCPTC$2,671,270$1,580,702 ▲144.9%15,5000.4%Computer and TechnologyTPCTutor Perini$2,570,140$771,730 ▼-23.1%54,9410.4%ConstructionORCLOracle$2,433,352$441,851 ▼-15.4%11,1300.3%Computer and TechnologyVITLVital Farms$2,301,647$1,667,415 ▲262.9%59,7520.3%Consumer StaplesBROOKFIELD RENEWABLE CORP$2,237,0060.0%68,2430.3%Common StockEXPOExponent$2,215,600$1,996,326 ▼-47.4%29,6560.3%Business ServicesCNMCore & Main$2,174,169$231,804 ▲11.9%36,0260.3%IndustrialsBSXBoston Scientific$2,169,038$229,428 ▼-9.6%20,1940.3%MedicalHUBBHubbell$2,042,050$2,042,050 ▲New Holding5,0000.3%IndustrialsMPWRMonolithic Power Systems$2,023,728$220,877 ▼-9.8%2,7670.3%Computer and TechnologyTREXTrex$1,981,770$664,632 ▲50.5%36,4430.3%ConstructionVZVerizon Communications$1,952,732$501,326 ▼-20.4%45,1290.3%Computer and TechnologyVRTVertiv$1,926,150$642,050 ▲50.0%15,0000.3%Computer and TechnologyBKBank of New York Mellon$1,793,409$229,779 ▲14.7%19,6840.3%FinanceZWSZurn Elkay Water Solutions Cor$1,773,9740.0%48,5090.3%Business ServicesABTAbbott Laboratories$1,723,383$1,723,383 ▲New Holding12,6710.2%MedicalPFEPfizer$1,658,210$92,282 ▼-5.3%68,4080.2%MedicalPLPlanet Labs PBC$1,639,540$1,104,655 ▲206.5%268,7770.2%Computer and TechnologyONON Semiconductor$1,530,7910.0%29,2080.2%Computer and TechnologyNFLXNetflix$1,486,434$783,391 ▲111.4%1,1100.2%Consumer DiscretionaryMDTMedtronic$1,429,675$1,429,675 ▲New Holding16,4010.2%MedicalROKRockwell Automation$1,275,5330.0%3,8400.2%Computer and TechnologyMPMP Materials$1,260,833$499,050 ▼-28.4%37,8970.2%Basic MaterialsAPTIV PLC$1,092,4070.0%16,0130.2%Common StockANSSANSYS$1,020,9970.0%2,9070.1%Computer and TechnologyAGCOAGCO$1,009,627$17,434 ▼-1.7%9,7870.1%IndustrialsEMBCEmbecta$998,167$716,362 ▲254.2%103,0100.1%MedicalMWAMUELLER WATER PRODUCTS$945,6130.0%39,3350.1%IndustrialsDHRDanaher$683,291$93,239 ▼-12.0%3,4590.1%MedicalARRYArray Technologies$673,9920.0%114,2360.1%EnergyUNFIUnited Natural Foods$669,836$669,836 ▲New Holding28,7360.1%Consumer StaplesDCIDonaldson$594,7460.0%8,5760.1%IndustrialsADSKAutodesk$547,320$125,685 ▼-18.7%1,7680.1%Computer and TechnologyHPEHewlett Packard Enterprise$541,0870.0%26,4590.1%Computer and TechnologyENPHEnphase Energy$537,654$551,690 ▼-50.6%13,5600.1%EnergyMKCMcCormick & Company, Incorporated$533,849$533,849 ▲New Holding7,0410.1%Consumer StaplesOCOwens Corning$522,9890.0%3,8030.1%ConstructionHASIHA Sustainable Infrastructure Capital$513,8050.0%19,1290.1%FinanceCSCOCisco Systems$500,507$2,294,534 ▼-82.1%7,2140.1%Computer and TechnologyONONON$481,150$120,235 ▼-20.0%9,2440.1%Retail/WholesaleNEONeoGenomics$474,6750.0%64,9350.1%MedicalGILDGilead Sciences$447,360$126,392 ▲39.4%4,0350.1%MedicalDXCMDexCom$422,833$65,642 ▼-13.4%4,8440.1%MedicalShowing largest 100 holdings. 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