The Analysis of MIROVA's Holdings

Currently, MIROVA holds 92 types of securities in its portfolio with a total value $693.5M. In the most recent quarter, they have increased their positions in ITRI (+83.0K shares, valued at $7.7M), LFUS (+21.7K shares, valued at $5.5M), NOW (+32.4K shares, valued at $5.0M); decreased their positions in FSLR (-26.8K shares, valued at $7.0M), TMO (-9.8K shares, valued at $5.7M), LLY (-3.2K shares, valued at $3.4M); initiated new positions in LFUS (+21.7K shares, valued at $5.5M), N/A (+12.7K shares, valued at $4.4M), ZD (+51.1K shares, valued at $1.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION256.9K shares0.70%2025-12-312026-02-13

MSFT MICROSOFT CORP87.5K shares0.31%2025-12-312026-02-13

ECL ECOLAB INC150.0K shares-4.02%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND115.3K shares-5.17%2025-12-312026-02-13

FSLR FIRST SOLAR INC105.8K shares-20.20%2025-12-312026-02-13

XYL XYLEM INC152.2K shares0.01%2025-12-312026-02-13

LLY ELI LILLY & CO18.9K shares-14.39%2025-12-312026-02-13

TRMB TRIMBLE INC244.7K shares7.21%2025-12-312026-02-13

Sponsored

WM WASTE MGMT INC DEL82.0K shares-3.80%2025-12-312026-02-13

V VISA INC50.6K shares-2.97%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO47.5K shares-5.09%2025-12-312026-02-13

AWK AMERICAN WTR WKS CO INC NEW124.1K shares4.91%2025-12-312026-02-13

CDNS CADENCE DESIGN SYSTEM INC43.3K shares7.45%2025-12-312026-02-13

EBAY EBAY INC.136.4K shares3.85%2025-12-312026-02-13

ITRI ITRON INC122.9K shares208.36%2025-12-312026-02-13

BSY BENTLEY SYS INC288.5K shares6.20%2025-12-312026-02-13

Sponsored

CL COLGATE PALMOLIVE CO138.0K shares-2.95%2025-12-312026-02-13

ZTS ZOETIS INC80.6K shares5.91%2025-12-312026-02-13

SYK STRYKER CORPORATION28.6K shares-1.25%2025-12-312026-02-13

ENS ENERSYS68.0K shares0.00%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO68.8K shares-0.38%2025-12-312026-02-13

ISRG INTUITIVE SURGICAL INC17.4K shares-0.47%2025-12-312026-02-13

LINDE PLC LINDE PLC23.0K shares13.80%2025-12-312026-02-13

EMR EMERSON ELEC CO71.1K shares0.00%2025-12-312026-02-13

Sponsored

UNP UNION PAC CORP40.5K shares16.59%2025-12-312026-02-13

IEX IDEX CORP51.4K shares-2.83%2025-12-312026-02-13

TTEK TETRA TECH INC NEW269.7K shares63.18%2025-12-312026-02-13

BMI BADGER METER INC C48.8K shares-0.67%2025-12-312026-02-13

FLEX FLEX LTD125.4K shares-5.07%2025-12-312026-02-13

PNR PENTAIR PLC72.2K shares-6.54%2025-12-312026-02-13

GM GENERAL MTRS CO91.1K shares-15.28%2025-12-312026-02-13

RUN SUNRUN INC390.1K shares-23.53%2025-12-312026-02-13

Sponsored

PANW PALO ALTO NETWORKS INC38.5K shares-3.61%2025-12-312026-02-13

TJX TJX COS INC NEW44.6K shares-28.55%2025-12-312026-02-13

AVY AVERY DENNISON CORP36.5K shares-2.64%2025-12-312026-02-13

KEYS KEYSIGHT TECHNOLOGIES INC C31.7K shares222.89%2025-12-312026-02-13

GDDY GODADDY INC51.4K shares109.53%2025-12-312026-02-13

IFF INTERNATIONAL FLAVORS&FRAGRA93.3K shares0.00%2025-12-312026-02-13

CRM SALESFORCE INC23.6K shares-0.77%2025-12-312026-02-13

NOW SERVICENOW INC38.9K shares502.70%2025-12-312026-02-13

Sponsored

PL PLANET LABS PBC302.1K shares-5.72%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC10.2K shares-48.97%2025-12-312026-02-13

PWR QUANTA SVCS INC13.7K shares-8.16%2025-12-312026-02-13

EL LAUDER ESTEE COS INC53.3K shares0.00%2025-12-312026-02-13

LFUS LITTELFUSE INC21.7K sharesnew addition2025-12-312026-02-13

SFM SPROUTS FMRS MKT INC68.4K shares8.19%2025-12-312026-02-13

WDAY WORKDAY INC24.1K shares0.00%2025-12-312026-02-13

VRT VERTIV HOLDINGS CO30.8K shares-4.32%2025-12-312026-02-13

Sponsored

ROP ROPER TECHNOLOGIES INC10.4K shares-2.50%2025-12-312026-02-13

MA MASTERCARD INCORPORATED8.0K shares-10.62%2025-12-312026-02-13

DHR DANAHER CORPORATION19.6K shares-2.37%2025-12-312026-02-13

CYBR CYBERARK SOFTWARE LTD10.0K shares0.00%2025-12-312026-02-13

BROADCOM INC BROADCOM INC12.7K sharesnew addition2025-12-312026-02-13

MTD METTLER TOLEDO INTERNATIONAL3.0K shares-0.90%2025-12-312026-02-13

LULU LULULEMON ATHLETICA INC19.9K shares25.63%2025-12-312026-02-13

VLTO VERALTO CORP40.5K shares-8.54%2025-12-312026-02-13

Sponsored

WTS WATTS WATER TECHNOLOGIES INC14.6K shares-14.73%2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC10.2K shares-3.41%2025-12-312026-02-13

PTC PTC INC22.0K shares37.45%2025-12-312026-02-13

BFAM BRIGHT HORIZONS FAM SOL IN D36.2K shares-13.14%2025-12-312026-02-13

WY WEYERHAEUSER CO MTN BE148.9K shares0.00%2025-12-312026-02-13

HUBBELL INC HUBBELL INC6.9K shares11.29%2025-12-312026-02-13

MP MP MATERIALS CORP54.7K shares-13.12%2025-12-312026-02-13

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP70.5K shares0.00%2025-12-312026-02-13

Sponsored

CCK CROWN HLDGS INC21.0K shares537.32%2025-12-312026-02-13

MPWR MONOLITHIC PWR SYS INC2.0K shares-33.03%2025-12-312026-02-13

ZD ZIFF DAVIS INC51.1K sharesnew addition2025-12-312026-02-13

BSX BOSTON SCIENTIFIC CORP18.3K shares-9.50%2025-12-312026-02-13

EXPO EXPONENT INC C24.2K shares-7.92%2025-12-312026-02-13

VITL VITAL FARMS INC49.0K shares-9.49%2025-12-312026-02-13

WMS ADVANCED DRAIN SYS INC DEL9.7K shares-0.25%2025-12-312026-02-13

ORCL ORACLE CORP6.0K sharesnew addition2025-12-312026-02-13

Sponsored

TREX TREX CO INC32.8K shares-13.95%2025-12-312026-02-13

EMBC EMBECTA CORP93.2K shares-9.49%2025-12-312026-02-13

ARRY ARRAY TECHNOLOGIES INC109.6K shares-4.04%2025-12-312026-02-13

APTIV PLC APTIV PLC12.4K shares0.00%2025-12-312026-02-13

GPK GRAPHIC PACKAGING HLDG CO60.4K shares-77.60%2025-12-312026-02-13

AGCO AGCO CORP6.1K shares-37.50%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares0.00%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC11.3K shares-83.51%2025-12-312026-02-13

Sponsored

GILD GILEAD SCIENCES INC3.7K shares-7.71%2025-12-312026-02-13

NFLX NETFLIX INC4.8K shares305.89%2025-12-312026-02-13

NEE NEXTERA ENERGY INC5.0K shares44.99%2025-12-312026-02-13

HPE HEWLETT PACKARD ENTERPRISE C13.6K shares-48.70%2025-12-312026-02-13

ALV AUTOLIV INC2.7K shares-7.73%2025-12-312026-02-13

BK BANK NEW YORK MELLON CORP2.5K shares-2.46%2025-12-312026-02-13

MWA MUELLER WTR PRODS INC11.6K shares-70.44%2025-12-312026-02-13

ADBE ADOBE INC782 shares-53.86%2025-12-312026-02-13

Sponsored

EW EDWARDS LIFESCIENCES CORP2.8K shares-2.44%2025-12-312026-02-13

SHOP SHOPIFY INC407 shares0.00%2025-12-312026-02-13

YETI YETI HLDGS INC1.5K shares0.00%2025-12-312026-02-13

LKQ LKQ CORP1.8K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available