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Mirova

All holdings · as of Dec 31, 2025

92 positions

CompanyClassValueShares% of portfolio
LKQ Corp—$54.2K1,7940.0%
YETI Holdings, Inc.—$65.2K1,4750.0%
SHOPIFY INC—$65.5K4070.0%
Edwards Lifesciences Corp—$241.9K2,8380.0%
ADOBE INC.—$273.7K7820.0%
Mueller Water Products Inc—$277.0K11,6280.0%
Bank of New York Mellon Corp/The—$285.6K2,4600.0%
AUTOLIV INCALVCommon Stock$320.3K2,6980.0%
Hewlett Packard Enterprise Co—$326.0K13,5730.0%
NEXTERA ENERGY INC—$405.2K5,0470.1%
Netflix Inc—$445.6K4,7530.1%
GILEAD SCIENCES, INC.—$457.1K3,7240.1%
VERIZON COMMUNICATIONS INC—$460.2K11,2980.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$499.0K1,6420.1%
AGCO CORP /DE—$638.1K6,1170.1%
GRAPHIC PACKAGING HOLDING CO—$910.0K60,4220.1%
APTIV PLC—$944.9K12,4180.1%
ARRAY TECHNOLOGIES INC—$1.01M109,6240.1%
Embecta Corp.—$1.11M93,2330.2%
Trex Co Inc—$1.15M32,7970.2%
ORACLE CORP—$1.18M6,0470.2%
ADVANCED DRAINAGE SYSTEMS, INC.—$1.41M9,7280.2%
Vital Farms, Inc.—$1.56M48,9750.2%
EXPONENT INC—$1.68M24,1660.2%
BOSTON SCIENTIFIC CORP—$1.74M18,2760.3%
Ziff Davis Inc—$1.80M51,1290.3%
Monolithic Power Systems Inc—$1.85M2,0460.3%
CROWN HOLDINGS, INC.—$2.16M20,9550.3%
BROOKFIELD RENEWABLE CORP—$2.70M70,5410.4%
MP Materials Corp. / DE—$2.76M54,7090.4%
HUBBELL INC—$3.07M6,9020.4%
Weyerhaeuser Co—$3.53M148,8740.5%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$3.68M36,2450.5%
PTC Inc—$3.84M22,0220.6%
Trane Technologies plc—$3.96M10,1640.6%
WATTS WATER TECHNOLOGIES, INC.—$4.02M14,5710.6%
Veralto Corp—$4.04M40,5020.6%
Lululemon Athletica Inc—$4.13M19,8840.6%
Mettler-Toledo International Inc—$4.14M2,9700.6%
Broadcom Inc.—$4.40M12,7060.6%
CYBERARK SOFTWARE LTD—$4.45M9,9820.6%
DANAHER CORP /DE—$4.48M19,5740.6%
Mastercard Inc—$4.55M7,9770.7%
ROPER TECHNOLOGIES INC—$4.61M10,3670.7%
Vertiv Holdings Co—$4.99M30,8250.7%
Workday Inc—$5.18M24,1040.7%
Sprouts Farmers Market, Inc.—$5.45M68,4390.8%
LITTELFUSE INC /DE—$5.50M21,7330.8%
Estee Lauder Cos Inc/The—$5.58M53,2890.8%
Quanta Services Inc—$5.80M13,7430.8%
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