Institutions / Mirova

Mirova

CIK 1767843 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$693.52M
Positions
92
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$47.92M256,9496.9%
Microsoft Corpโ€”$42.30M87,4596.1%
Ecolab Inc.โ€”$39.38M150,0205.7%
Accenture plcโ€”$30.95M115,3384.5%
First Solar Incโ€”$27.63M105,7584.0%
Xylem Inc.โ€”$20.73M152,2263.0%
ELI LILLY & Coโ€”$20.36M18,9442.9%
Trimble Inc.โ€”$19.17M244,7172.8%
Waste Management Incโ€”$18.01M81,9712.6%
Visa Incโ€”$17.75M50,6192.6%
American Express Coโ€”$17.56M47,4682.5%
American Water Works Company, Inc.โ€”$16.20M124,1362.3%
Cadence Design Systems Incโ€”$13.53M43,2912.0%
Ebay Incโ€”$11.88M136,3831.7%
Itron, Inc.โ€”$11.41M122,8921.6%
Bentley Systems Incโ€”$11.01M288,5301.6%
Colgate Palmolive Coโ€”$10.90M137,9981.6%
Zoetis Inc.โ€”$10.14M80,5521.5%
Stryker Corpโ€”$10.06M28,6171.5%
EnerSysโ€”$9.98M67,9811.4%
PROCTER & GAMBLE Coโ€”$9.85M68,7671.4%
Intuitive Surgical Incโ€”$9.84M17,3751.4%
Linde PLCโ€”$9.80M22,9941.4%
Emerson Electric Coโ€”$9.43M71,0511.4%
Union Pacific Corpโ€”$9.36M40,4671.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.