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Mirova US LLC

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$980.13M5,255,4039.8%
MICROSOFT CORP—$783.98M1,621,0637.9%
Mastercard Inc—$569.04M996,7825.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$510.56M1,680,0685.1%
SHOPIFY INC—$448.45M2,785,9434.5%
ELI LILLY & Co—$412.97M384,2744.1%
TJX Cos Inc/The—$385.58M2,510,1453.9%
ECOLAB INC.—$377.41M1,437,6413.8%
THERMO FISHER SCIENTIFIC INC.—$371.58M641,2593.7%
Broadcom Inc.—$321.76M929,6603.2%
WASTE MANAGEMENT INC—$311.87M1,419,4443.1%
EBAY INC—$309.09M3,548,6453.1%
Palo Alto Networks Inc—$307.22M1,667,8373.1%
Intuitive Surgical Inc—$302.51M534,1293.0%
NEXTERA ENERGY INC—$298.82M3,722,2113.0%
Visa Inc—$271.00M772,7102.7%
Xylem Inc.—$256.18M1,881,1902.6%
DANAHER CORP /DE—$250.64M1,094,8722.5%
LOWES COMPANIES INC—$236.61M981,1282.4%
Edwards Lifesciences Corp—$233.51M2,739,0712.3%
First Solar Inc—$232.25M889,0772.3%
HUBBELL INC—$212.62M478,7602.1%
Accenture plc—$190.83M711,2541.9%
Salesforce Inc—$168.10M634,5591.7%
CANADIAN PACIFIC KANSAS CITY—$149.42M2,029,3191.5%
BALL Corp—$133.27M2,516,0261.3%
BOSTON SCIENTIFIC CORP—$130.63M1,370,0291.3%
WATTS WATER TECHNOLOGIES, INC.—$127.09M460,4281.3%
Vertiv Holdings Co—$126.67M781,8581.3%
AGCO CORP /DE—$121.49M1,164,6181.2%
Veralto Corp—$105.06M1,052,8901.1%
American Water Works Company, Inc.—$102.03M781,8181.0%
ADVANCED DRAINAGE SYSTEMS, INC.—$95.73M660,9921.0%
ROPER TECHNOLOGIES INC—$86.25M193,7630.9%
NASDAQ, Inc.—$8.32M85,6710.1%
Alphabet Inc.—$6.08M19,4240.1%
Johnson Controls International plc—$5.27M44,0490.1%
Apple Inc.—$4.19M15,4200.0%
INTUIT INC.—$3.83M5,7750.0%
EVERSOURCE ENERGY—$3.64M54,0370.0%
Amazon.com Inc—$3.50M15,1440.0%
COLGATE PALMOLIVE CO—$2.68M33,9280.0%
Meta Platforms Inc—$2.51M3,7980.0%
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