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Mirova

All holdings · as of Dec 31, 2025

92 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$47.92M256,9496.9%
MICROSOFT CORP—$42.30M87,4596.1%
ECOLAB INC.—$39.38M150,0205.7%
Accenture plc—$30.95M115,3384.5%
First Solar Inc—$27.63M105,7584.0%
Xylem Inc.—$20.73M152,2263.0%
ELI LILLY & Co—$20.36M18,9442.9%
TRIMBLE INC.—$19.17M244,7172.8%
WASTE MANAGEMENT INC—$18.01M81,9712.6%
Visa Inc—$17.75M50,6192.6%
AMERICAN EXPRESS CO—$17.56M47,4682.5%
American Water Works Company, Inc.—$16.20M124,1362.3%
CADENCE DESIGN SYSTEMS INC—$13.53M43,2912.0%
EBAY INC—$11.88M136,3831.7%
ITRON, INC.—$11.41M122,8921.6%
BENTLEY SYSTEMS INC—$11.01M288,5301.6%
COLGATE PALMOLIVE CO—$10.90M137,9981.6%
Zoetis Inc.—$10.14M80,5521.5%
STRYKER CORP—$10.06M28,6171.5%
EnerSys—$9.98M67,9811.4%
PROCTER & GAMBLE Co—$9.85M68,7671.4%
Intuitive Surgical Inc—$9.84M17,3751.4%
LINDE PLC—$9.80M22,9941.4%
EMERSON ELECTRIC CO—$9.43M71,0511.4%
Union Pacific Corp—$9.36M40,4671.3%
IDEX CORP /DE—$9.15M51,4481.3%
TETRA TECH INC—$9.05M269,6971.3%
BADGER METER INC—$8.52M48,8401.2%
FLEX LTD.—$7.58M125,4411.1%
PENTAIR plc—$7.52M72,1811.1%
General Motors Co—$7.41M91,1341.1%
SUNRUN INC.—$7.18M390,1431.0%
Palo Alto Networks Inc—$7.09M38,4931.0%
TJX Cos Inc/The—$6.85M44,6201.0%
Avery Dennison Corp—$6.64M36,5331.0%
Keysight Technologies, Inc.—$6.44M31,7080.9%
GoDaddy Inc.—$6.37M51,3580.9%
INTERNATIONAL FLAVORS & FRAGRANCES INC—$6.29M93,2950.9%
Salesforce Inc—$6.26M23,6310.9%
ServiceNow Inc—$5.96M38,9040.9%
Planet Labs PBC—$5.96M302,1400.9%
THERMO FISHER SCIENTIFIC INC.—$5.90M10,1890.9%
Quanta Services Inc—$5.80M13,7430.8%
Estee Lauder Cos Inc/The—$5.58M53,2890.8%
LITTELFUSE INC /DE—$5.50M21,7330.8%
Sprouts Farmers Market, Inc.—$5.45M68,4390.8%
Workday Inc—$5.18M24,1040.7%
Vertiv Holdings Co—$4.99M30,8250.7%
ROPER TECHNOLOGIES INC—$4.61M10,3670.7%
Mastercard Inc—$4.55M7,9770.7%
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