Sponsored
The Analysis of MIROVA's Holdings & P&L
Currently, MIROVA holds 179 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in NVDA (+612.4K shares, valued at $106.8M), SNPS (+151.9K shares, valued at $60.2M), NOW (+572.9K shares, valued at $59.9M); decreased their positions in N/A (-52.3K shares, valued at $10.4M), UNP (-32.1K shares, valued at $7.8M), GM (-75.4K shares, valued at $5.6M); initiated new positions in SNPS (+151.9K shares, valued at $60.2M), N/A (+180.8K shares, valued at $52.0M), CRWD (+117.6K shares, valued at $45.9M).
1M P&L
+18.4M+2.94%
3M P&L
+6.8M+1.06%
HY P&L
+17.4M+2.77%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Software - Infrastructure61.4M
9.6%
2Specialty Industrial Machinery51.1M
8.0%
3Software - Application50.7M
7.9%
Top Industries by Stock Count
1Software - Application9 stocks
10.5%
2Specialty Industrial Machinery6 stocks
7.0%
3Software - Infrastructure5 stocks
5.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
NVDA
238.33%NVIDIA CORPORATION
Shares869.3K
Event2026-03-31
Filed2026-05-14
MSFT
115.93%MICROSOFT CORP
Shares188.8K
Event2026-03-31
Filed2026-05-14
CDNS
435.98%CADENCE DESIGN SYSTEM INC
Shares232.0K
Event2026-03-31
Filed2026-05-14
NOW
1472.52%SERVICENOW INC
Shares611.8K
Event2026-03-31
Filed2026-05-14
SNPS
NewSYNOPSYS INC
Shares151.9K
Event2026-03-31
Filed2026-05-14
ECL
35.07%ECOLAB INC
Shares202.6K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
1235.72%BROADCOM INC
Shares169.7K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
NewALPHABET INC
Shares180.8K
Event2026-03-31
Filed2026-05-14
CRWD
NewCROWDSTRIKE HLDGS INC
Shares117.6K
Event2026-03-31
Filed2026-05-14
BSY
335.90%BENTLEY SYS INC
Shares1.3M
Event2026-03-31
Filed2026-05-14
ISRG
425.35%INTUITIVE SURGICAL INC
Shares91.3K
Event2026-03-31
Filed2026-05-14
SNOW
NewSNOWFLAKE INC
Shares257.7K
Event2026-03-31
Filed2026-05-14
WM
103.06%WASTE MGMT INC DEL
Shares166.4K
Event2026-03-31
Filed2026-05-14
VRT
391.12%VERTIV HOLDINGS CO
Shares151.4K
Event2026-03-31
Filed2026-05-14
NVT
NewNVENT ELEC PLC
Shares320.5K
Event2026-03-31
Filed2026-05-14
CLH
NewCLEAN HARBORS INC
Shares130.7K
Event2026-03-31
Filed2026-05-14
AMD
NewADVANCED MICRO DEVICES INC
Shares182.7K
Event2026-03-31
Filed2026-05-14
TMO
619.16%THERMO FISHER SCIENTIFIC INC
Shares73.3K
Event2026-03-31
Filed2026-05-14
FSLR
52.65%FIRST SOLAR INC
Shares161.4K
Event2026-03-31
Filed2026-05-14
VLTO
774.50%VERALTO CORP
Shares354.2K
Event2026-03-31
Filed2026-05-14
IEX
212.35%IDEX CORP
Shares160.7K
Event2026-03-31
Filed2026-05-14
PANW
384.68%PALO ALTO NETWORKS INC
Shares186.6K
Event2026-03-31
Filed2026-05-14
XYL
60.62%XYLEM INC
Shares244.5K
Event2026-03-31
Filed2026-05-14
KLAC
NewKLA CORP
Shares19.6K
Event2026-03-31
Filed2026-05-14
JBTM
NewJBT MAREL CORPORATION
Shares194.4K
Event2026-03-31
Filed2026-05-14
DHR
569.07%DANAHER CORP DEL
Shares131.0K
Event2026-03-31
Filed2026-05-14
PTC
685.76%PTC INC
Shares173.0K
Event2026-03-31
Filed2026-05-14
WCN
NewWASTE CONNECTIONS INC
Shares148.1K
Event2026-03-31
Filed2026-05-14
ESTC
NewELASTIC N V
Shares479.1K
Event2026-03-31
Filed2026-05-14
MDB
NewMONGODB INC
Shares97.3K
Event2026-03-31
Filed2026-05-14
WMS
1669.65%ADVANCED DRAIN SYS INC DEL
Shares172.2K
Event2026-03-31
Filed2026-05-14
EQIX
NewEQUINIX INC
Shares22.6K
Event2026-03-31
Filed2026-05-14
AWK
26.14%AMERICAN WTR WKS CO INC NEW
Shares156.6K
Event2026-03-31
Filed2026-05-14
CNM
NewCORE & MAIN INC
Shares418.0K
Event2026-03-31
Filed2026-05-14
LLY
17.03%ELI LILLY & CO
Shares22.2K
Event2026-03-31
Filed2026-05-14
PNR
217.14%PENTAIR PLC
Shares228.9K
Event2026-03-31
Filed2026-05-14
MANH
NewMANHATTAN ASSOCIATES INC
Shares148.6K
Event2026-03-31
Filed2026-05-14
APG
NewAPI GROUP CORP
Shares482.6K
Event2026-03-31
Filed2026-05-14
DLR
NewDIGITAL RLTY TR INC
Shares105.4K
Event2026-03-31
Filed2026-05-14
TTEK
126.82%TETRA TECH INC NEW
Shares611.7K
Event2026-03-31
Filed2026-05-14
DXCM
NewDEXCOM INC
Shares292.8K
Event2026-03-31
Filed2026-05-14
PRCT
NewPROCEPT BIOROBOTICS CORP
Shares723.8K
Event2026-03-31
Filed2026-05-14
TRMB
8.58%TRIMBLE INC
Shares265.7K
Event2026-03-31
Filed2026-05-14
OSIS
NewOSI SYSTEMS INC
Shares65.0K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares195.6K
Event2026-03-31
Filed2026-05-14
FROG
NewJFROG LTD
Shares354.6K
Event2026-03-31
Filed2026-05-14
STERIS PLC
NewSTERIS PLC
Shares74.2K
Event2026-03-31
Filed2026-05-14
MSI
NewMOTOROLA SOLUTIONS INC
Shares37.8K
Event2026-03-31
Filed2026-05-14
LFUS
118.15%LITTELFUSE INC
Shares47.4K
Event2026-03-31
Filed2026-05-14
WTRG
NewESSENTIAL UTILS INC
Shares392.7K
Event2026-03-31
Filed2026-05-14
NFLX
3279.38%NETFLIX INC.
Shares160.6K
Event2026-03-31
Filed2026-05-14
WAB
NewWABTEC
Shares61.5K
Event2026-03-31
Filed2026-05-14
ROP
315.12%ROPER TECHNOLOGIES INC
Shares43.0K
Event2026-03-31
Filed2026-05-14
ZS
NewZSCALER INC
Shares105.9K
Event2026-03-31
Filed2026-05-14
ARGX
NewARGENX SE
Shares19.8K
Event2026-03-31
Filed2026-05-14
SYK
53.66%STRYKER CORPORATION
Shares44.0K
Event2026-03-31
Filed2026-05-14
NDAQ
NewNASDAQ INC
Shares165.7K
Event2026-03-31
Filed2026-05-14
FERGUSON ENTERPRISES INC
NewFERGUSON ENTERPRISES INC
Shares57.8K
Event2026-03-31
Filed2026-05-14
LINDE PLC
18.01%LINDE PLC
Shares27.1K
Event2026-03-31
Filed2026-05-14
MSA
NewMSA SAFETY INC
Shares80.6K
Event2026-03-31
Filed2026-05-14
ITRI
13.57%ITRON INC
Shares139.6K
Event2026-03-31
Filed2026-05-14
EMR
34.28%EMERSON ELEC CO
Shares95.4K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
-45.36%ACCENTURE PLC IRELAND
Shares63.0K
Event2026-03-31
Filed2026-05-14
CLBT
NewCELLEBRITE DI LTD
Shares881.5K
Event2026-03-31
Filed2026-05-14
AXON
NewAXON ENTERPRISE INC
Shares28.6K
Event2026-03-31
Filed2026-05-14
AIT
NewAPPLIED INDL TECHNOLOGIES IN
Shares45.6K
Event2026-03-31
Filed2026-05-14
TYL
NewTYLER TECHNOLOGIES INC
Shares35.2K
Event2026-03-31
Filed2026-05-14
ROL
NewROLLINS INC
Shares224.6K
Event2026-03-31
Filed2026-05-14
EBAY
-3.73%EBAY INC.
Shares131.3K
Event2026-03-31
Filed2026-05-14
ADSK
NewAUTODESK INC
Shares49.9K
Event2026-03-31
Filed2026-05-14
APTIV PLC
1272.56%APTIV PLC
Shares170.4K
Event2026-03-31
Filed2026-05-14
ENS
-0.80%ENERSYS
Shares67.4K
Event2026-03-31
Filed2026-05-14
V
-25.07%VISA INC
Shares37.9K
Event2026-03-31
Filed2026-05-14
HTO
NewH2O AMERICA
Shares195.2K
Event2026-03-31
Filed2026-05-14
AOS
NewSMITH A O CORP
Shares172.0K
Event2026-03-31
Filed2026-05-14
KEYS
25.59%KEYSIGHT TECHNOLOGIES INC
Shares39.8K
Event2026-03-31
Filed2026-05-14
TRU
NewTRANSUNION
Shares154.6K
Event2026-03-31
Filed2026-05-14
ACM
NewAECOM
Shares123.6K
Event2026-03-31
Filed2026-05-14
GNRC
NewGENERAC HLDGS INC
Shares53.2K
Event2026-03-31
Filed2026-05-14
MSEX
NewMIDDLESEX WTR CO
Shares196.0K
Event2026-03-31
Filed2026-05-14
A
NewAGILENT TECHNOLOGIES INC
Shares88.6K
Event2026-03-31
Filed2026-05-14
SYM
NewSYMBOTIC INC
Shares189.6K
Event2026-03-31
Filed2026-05-14
CL
-16.80%COLGATE PALMOLIVE CO
Shares114.8K
Event2026-03-31
Filed2026-05-14
BRKR
NewBRUKER CORP
Shares269.9K
Event2026-03-31
Filed2026-05-14
AXP
-32.84%AMERICAN EXPRESS CO
Shares31.9K
Event2026-03-31
Filed2026-05-14
CYRX
NewCRYOPORT INC
Shares1.2M
Event2026-03-31
Filed2026-05-14
CTAS
NewCINTAS CORP
Shares56.6K
Event2026-03-31
Filed2026-05-14
PG
-3.65%PROCTER & GAMBLE CO
Shares66.3K
Event2026-03-31
Filed2026-05-14
ZTS
-4.45%ZOETIS INC
Shares77.0K
Event2026-03-31
Filed2026-05-14
FLEX
8.49%FLEXTRONICS INTL LTD
Shares136.1K
Event2026-03-31
Filed2026-05-14
PWR
16.52%QUANTA SVCS INC
Shares16.0K
Event2026-03-31
Filed2026-05-14
DDOG
NewDATADOG INC
Shares72.6K
Event2026-03-31
Filed2026-05-14
IRM
NewIRON MTN INC DEL
Shares83.0K
Event2026-03-31
Filed2026-05-14
PL
-2.29%PLANET LABS PBC
Shares295.2K
Event2026-03-31
Filed2026-05-14
VZ
1327.94%VERIZON COMMUNICATIONS INC
Shares161.3K
Event2026-03-31
Filed2026-05-14
MOD
NewMODINE MFG CO
Shares36.5K
Event2026-03-31
Filed2026-05-14
WY
116.69%WEYERHAEUSER CO
Shares322.6K
Event2026-03-31
Filed2026-05-14
ZWS
NewZURN ELKAY WATER SOLNS CORP
Shares167.3K
Event2026-03-31
Filed2026-05-14
LOW
NewLOWES COS INC
Shares30.3K
Event2026-03-31
Filed2026-05-14
BBY
NewBEST BUY INC
Shares108.0K
Event2026-03-31
Filed2026-05-14
MIR
NewMIRION TECHNOLOGIES INC
Shares368.4K
Event2026-03-31
Filed2026-05-14
HQY
NewHEALTHEQUITY INC
Shares80.6K
Event2026-03-31
Filed2026-05-14
TJX
-6.86%TJX COS INC NEW
Shares41.6K
Event2026-03-31
Filed2026-05-14
COST
NewCOSTCO WHOLESALE CORPORATION
Shares6.4K
Event2026-03-31
Filed2026-05-14
AVY
0.00%AVERY DENNISON CORP
Shares36.5K
Event2026-03-31
Filed2026-05-14
ZBRA
NewZEBRA TECHNOLOGIES CORPORATI
Shares29.5K
Event2026-03-31
Filed2026-05-14
ABBV
NewABBVIE INC
Shares28.0K
Event2026-03-31
Filed2026-05-14
BSX
424.91%BOSTON SCIENTIFIC CORP
Shares95.9K
Event2026-03-31
Filed2026-05-14
BMI
-19.88%BADGER METER INC
Shares39.1K
Event2026-03-31
Filed2026-05-14
NTRA
NewNATERA INC
Shares29.4K
Event2026-03-31
Filed2026-05-14
RUN
9.04%SUNRUN INC
Shares425.4K
Event2026-03-31
Filed2026-05-14
TPR
NewTAPESTRY INC
Shares39.7K
Event2026-03-31
Filed2026-05-14
TMUS
NewT-MOBILE US INC
Shares26.1K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
NewMERCK & CO INC
Shares43.7K
Event2026-03-31
Filed2026-05-14
SPGI
NewS&P GLOBAL INC
Shares12.0K
Event2026-03-31
Filed2026-05-14
BJ
NewBJS WHSL CLUB HLDGS INC
Shares51.4K
Event2026-03-31
Filed2026-05-14
GILD
861.90%GILEAD SCIENCES INC
Shares35.8K
Event2026-03-31
Filed2026-05-14
MSCI
NewMSCI INC
Shares9.1K
Event2026-03-31
Filed2026-05-14
TT
14.92%TRANE TECHNOLOGIES PLC
Shares11.7K
Event2026-03-31
Filed2026-05-14
HUBBELL INC
43.25%HUBBELL INC
Shares9.9K
Event2026-03-31
Filed2026-05-14
UNITI GROUP LLC
NewUNITI GROUP LLC
Shares514.7K
Event2026-03-31
Filed2026-05-14
VRTX
NewVERTEX PHARMACEUTICALS INC
Shares10.4K
Event2026-03-31
Filed2026-05-14
PLNT
NewPLANET FITNESS MASTER ISSUER
Shares62.0K
Event2026-03-31
Filed2026-05-14
ALNY
NewALNYLAM PHARMACEUTICALS INC
Shares13.7K
Event2026-03-31
Filed2026-05-14
ALC
NewALCON AG
Shares58.5K
Event2026-03-31
Filed2026-05-14
LH
NewLABCORP HOLDINGS INC
Shares16.0K
Event2026-03-31
Filed2026-05-14
NBIX
NewNEUROCRINE BIOSCIENCES INC
Shares29.8K
Event2026-03-31
Filed2026-05-14
GWRE
NewGUIDEWIRE SOFTWARE INC
Shares25.5K
Event2026-03-31
Filed2026-05-14
IQV
NewIQVIA HLDGS INC
Shares22.0K
Event2026-03-31
Filed2026-05-14
DSGX
NewDESCARTES SYS GROUP INC
Shares52.1K
Event2026-03-31
Filed2026-05-14
MTD
-1.01%METTLER TOLEDO INTERNATIONAL
Shares2.9K
Event2026-03-31
Filed2026-05-14
NYT
NewNEW YORK TIMES CO MTN BE
Shares44.2K
Event2026-03-31
Filed2026-05-14
BROOKFIELD RENEWABLE CORP
26.64%BROOKFIELD RENEWABLE CORP
Shares89.3K
Event2026-03-31
Filed2026-05-14
MA
-14.57%MASTERCARD INCORPORATED
Shares6.8K
Event2026-03-31
Filed2026-05-14
DIS
NewDISNEY WALT CO
Shares34.0K
Event2026-03-31
Filed2026-05-14
CSGP
NewCOSTAR GROUP INC
Shares78.5K
Event2026-03-31
Filed2026-05-14
ORCL
253.71%ORACLE CORP
Shares21.4K
Event2026-03-31
Filed2026-05-14
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares6.4K
Event2026-03-31
Filed2026-05-14
SFM
-42.24%SPROUTS FMRS MKT INC
Shares39.5K
Event2026-03-31
Filed2026-05-14
LULU
0.00%LULULEMON ATHLETICA INC
Shares19.9K
Event2026-03-31
Filed2026-05-14
OC
NewOWENS CORNING NEW
Shares27.9K
Event2026-03-31
Filed2026-05-14
AMZN
NewAMAZON COM INC
Shares14.1K
Event2026-03-31
Filed2026-05-14
INTU
NewINTUIT
Shares6.7K
Event2026-03-31
Filed2026-05-14
MP
7.28%MP MATERIALS CORP
Shares58.7K
Event2026-03-31
Filed2026-05-14
ALRM
NewALARM COM HLDGS INC
Shares62.1K
Event2026-03-31
Filed2026-05-14
TTAN
NewSERVICETITAN INC
Shares39.7K
Event2026-03-31
Filed2026-05-14
APH
NewAMPHENOL CORP
Shares19.2K
Event2026-03-31
Filed2026-05-14
TOST
NewTOAST INC
Shares86.9K
Event2026-03-31
Filed2026-05-14
HUBS
NewHUBSPOT INC
Shares9.2K
Event2026-03-31
Filed2026-05-14
UNH
NewUNITEDHEALTH GROUP INC
Shares8.1K
Event2026-03-31
Filed2026-05-14
VRSK
NewVERISK ANALYTICS INC
Shares11.5K
Event2026-03-31
Filed2026-05-14
CVS
NewCVS HEALTH CORP
Shares30.0K
Event2026-03-31
Filed2026-05-14
UNP
-79.33%UNION PAC CORP
Shares8.4K
Event2026-03-31
Filed2026-05-14
MPWR
-11.63%MONOLITHIC PWR SYS INC
Shares1.8K
Event2026-03-31
Filed2026-05-14
CCK
-14.21%CROWN HLDGS INC
Shares18.0K
Event2026-03-31
Filed2026-05-14
EXPO
12.39%EXPONENT INC
Shares27.2K
Event2026-03-31
Filed2026-05-14
GDDY
-59.37%GODADDY INC
Shares20.9K
Event2026-03-31
Filed2026-05-14
ZD
-21.50%ZIFF DAVIS INC
Shares40.1K
Event2026-03-31
Filed2026-05-14
BBIO
NewBRIDGEBIO PHARMA INC
Shares21.7K
Event2026-03-31
Filed2026-05-14
TREX
0.00%TREX INC
Shares32.8K
Event2026-03-31
Filed2026-05-14
GM
-82.73%GENERAL MTRS CO
Shares15.7K
Event2026-03-31
Filed2026-05-14
HPE
137.08%HEWLETT PACKARD ENTERPRISE C
Shares32.2K
Event2026-03-31
Filed2026-05-14
WTS
-82.65%WATTS WATER TECHNOLOGIES INC
Shares2.5K
Event2026-03-31
Filed2026-05-14
EMBC
-14.04%EMBECTA CORP
Shares80.1K
Event2026-03-31
Filed2026-05-14
NEE
36.85%NEXTERA ENERGY INC
Shares6.9K
Event2026-03-31
Filed2026-05-14
AGCO
-11.44%AGCO CORP
Shares5.4K
Event2026-03-31
Filed2026-05-14
VITL
-14.05%VITAL FARMS INC
Shares42.1K
Event2026-03-31
Filed2026-05-14
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.6K
Event2026-03-31
Filed2026-05-14
GPK
-14.04%GRAPHIC PACKAGING HLDG CO
Shares51.9K
Event2026-03-31
Filed2026-05-14
CRM
-88.51%SALESFORCE INC
Shares2.7K
Event2026-03-31
Filed2026-05-14
ARRY
-56.64%ARRAY TECHNOLOGIES INC
Shares47.5K
Event2026-03-31
Filed2026-05-14
EW
49.54%EDWARDS LIFESCIENCES CORP
Shares4.2K
Event2026-03-31
Filed2026-05-14
BK
7.44%BANK NEW YORK MELLON CORP
Shares2.6K
Event2026-03-31
Filed2026-05-14
BEP
NewBROOKFIELD RENEWABLE ENERGY
Shares8.5K
Event2026-03-31
Filed2026-05-14
MWA
-14.05%MUELLER WTR PRODS INC
Shares10.0K
Event2026-03-31
Filed2026-05-14
ALV
-14.05%AUTOLIV INC
Shares2.3K
Event2026-03-31
Filed2026-05-14
SHOP
55.04%SHOPIFY INC
Shares631
Event2026-03-31
Filed2026-05-14
YETI
0.00%YETI HLDGS INC
Shares1.5K
Event2026-03-31
Filed2026-05-14
LKQ
0.00%LKQ CORP
Shares1.8K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available