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%
Stock Holdings
NVDA
NVIDIA CORPORATION
238.33%
Shares869.3K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
115.93%
Shares188.8K
Event2026-03-31
Filed2026-05-14
CDNS
CADENCE DESIGN SYSTEM INC
435.98%
Shares232.0K
Event2026-03-31
Filed2026-05-14
NOW
SERVICENOW INC
1472.52%
Shares611.8K
Event2026-03-31
Filed2026-05-14
SNPS
SYNOPSYS INC
New
Shares151.9K
Event2026-03-31
Filed2026-05-14
ECL
ECOLAB INC
35.07%
Shares202.6K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
1235.72%
Shares169.7K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
New
Shares180.8K
Event2026-03-31
Filed2026-05-14
CRWD
CROWDSTRIKE HLDGS INC
New
Shares117.6K
Event2026-03-31
Filed2026-05-14
BSY
BENTLEY SYS INC
335.90%
Shares1.3M
Event2026-03-31
Filed2026-05-14
ISRG
INTUITIVE SURGICAL INC
425.35%
Shares91.3K
Event2026-03-31
Filed2026-05-14
SNOW
SNOWFLAKE INC
New
Shares257.7K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
103.06%
Shares166.4K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
391.12%
Shares151.4K
Event2026-03-31
Filed2026-05-14
NVT
NVENT ELEC PLC
New
Shares320.5K
Event2026-03-31
Filed2026-05-14
CLH
CLEAN HARBORS INC
New
Shares130.7K
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
New
Shares182.7K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
619.16%
Shares73.3K
Event2026-03-31
Filed2026-05-14
FSLR
FIRST SOLAR INC
52.65%
Shares161.4K
Event2026-03-31
Filed2026-05-14
VLTO
VERALTO CORP
774.50%
Shares354.2K
Event2026-03-31
Filed2026-05-14
IEX
IDEX CORP
212.35%
Shares160.7K
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
384.68%
Shares186.6K
Event2026-03-31
Filed2026-05-14
XYL
XYLEM INC
60.62%
Shares244.5K
Event2026-03-31
Filed2026-05-14
KLAC
KLA CORP
New
Shares19.6K
Event2026-03-31
Filed2026-05-14
JBTM
JBT MAREL CORPORATION
New
Shares194.4K
Event2026-03-31
Filed2026-05-14
DHR
DANAHER CORP DEL
569.07%
Shares131.0K
Event2026-03-31
Filed2026-05-14
PTC
PTC INC
685.76%
Shares173.0K
Event2026-03-31
Filed2026-05-14
WCN
WASTE CONNECTIONS INC
New
Shares148.1K
Event2026-03-31
Filed2026-05-14
ESTC
ELASTIC N V
New
Shares479.1K
Event2026-03-31
Filed2026-05-14
MDB
MONGODB INC
New
Shares97.3K
Event2026-03-31
Filed2026-05-14
WMS
ADVANCED DRAIN SYS INC DEL
1669.65%
Shares172.2K
Event2026-03-31
Filed2026-05-14
EQIX
EQUINIX INC
New
Shares22.6K
Event2026-03-31
Filed2026-05-14
AWK
AMERICAN WTR WKS CO INC NEW
26.14%
Shares156.6K
Event2026-03-31
Filed2026-05-14
CNM
CORE & MAIN INC
New
Shares418.0K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
17.03%
Shares22.2K
Event2026-03-31
Filed2026-05-14
PNR
PENTAIR PLC
217.14%
Shares228.9K
Event2026-03-31
Filed2026-05-14
MANH
MANHATTAN ASSOCIATES INC
New
Shares148.6K
Event2026-03-31
Filed2026-05-14
APG
API GROUP CORP
New
Shares482.6K
Event2026-03-31
Filed2026-05-14
DLR
DIGITAL RLTY TR INC
New
Shares105.4K
Event2026-03-31
Filed2026-05-14
TTEK
TETRA TECH INC NEW
126.82%
Shares611.7K
Event2026-03-31
Filed2026-05-14
DXCM
DEXCOM INC
New
Shares292.8K
Event2026-03-31
Filed2026-05-14
PRCT
PROCEPT BIOROBOTICS CORP
New
Shares723.8K
Event2026-03-31
Filed2026-05-14
TRMB
TRIMBLE INC
8.58%
Shares265.7K
Event2026-03-31
Filed2026-05-14
OSIS
OSI SYSTEMS INC
New
Shares65.0K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares195.6K
Event2026-03-31
Filed2026-05-14
FROG
JFROG LTD
New
Shares354.6K
Event2026-03-31
Filed2026-05-14
STERIS PLC
STERIS PLC
New
Shares74.2K
Event2026-03-31
Filed2026-05-14
MSI
MOTOROLA SOLUTIONS INC
New
Shares37.8K
Event2026-03-31
Filed2026-05-14
LFUS
LITTELFUSE INC
118.15%
Shares47.4K
Event2026-03-31
Filed2026-05-14
WTRG
ESSENTIAL UTILS INC
New
Shares392.7K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
3279.38%
Shares160.6K
Event2026-03-31
Filed2026-05-14
WAB
WABTEC
New
Shares61.5K
Event2026-03-31
Filed2026-05-14
ROP
ROPER TECHNOLOGIES INC
315.12%
Shares43.0K
Event2026-03-31
Filed2026-05-14
ZS
ZSCALER INC
New
Shares105.9K
Event2026-03-31
Filed2026-05-14
ARGX
ARGENX SE
New
Shares19.8K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
53.66%
Shares44.0K
Event2026-03-31
Filed2026-05-14
NDAQ
NASDAQ INC
New
Shares165.7K
Event2026-03-31
Filed2026-05-14
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
New
Shares57.8K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
18.01%
Shares27.1K
Event2026-03-31
Filed2026-05-14
MSA
MSA SAFETY INC
New
Shares80.6K
Event2026-03-31
Filed2026-05-14
ITRI
ITRON INC
13.57%
Shares139.6K
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
34.28%
Shares95.4K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-45.36%
Shares63.0K
Event2026-03-31
Filed2026-05-14
CLBT
CELLEBRITE DI LTD
New
Shares881.5K
Event2026-03-31
Filed2026-05-14
AXON
AXON ENTERPRISE INC
New
Shares28.6K
Event2026-03-31
Filed2026-05-14
AIT
APPLIED INDL TECHNOLOGIES IN
New
Shares45.6K
Event2026-03-31
Filed2026-05-14
TYL
TYLER TECHNOLOGIES INC
New
Shares35.2K
Event2026-03-31
Filed2026-05-14
ROL
ROLLINS INC
New
Shares224.6K
Event2026-03-31
Filed2026-05-14
EBAY
EBAY INC.
-3.73%
Shares131.3K
Event2026-03-31
Filed2026-05-14
ADSK
AUTODESK INC
New
Shares49.9K
Event2026-03-31
Filed2026-05-14
APTIV PLC
APTIV PLC
1272.56%
Shares170.4K
Event2026-03-31
Filed2026-05-14
ENS
ENERSYS
-0.80%
Shares67.4K
Event2026-03-31
Filed2026-05-14
V
VISA INC
-25.07%
Shares37.9K
Event2026-03-31
Filed2026-05-14
HTO
H2O AMERICA
New
Shares195.2K
Event2026-03-31
Filed2026-05-14
AOS
SMITH A O CORP
New
Shares172.0K
Event2026-03-31
Filed2026-05-14
KEYS
KEYSIGHT TECHNOLOGIES INC
25.59%
Shares39.8K
Event2026-03-31
Filed2026-05-14
TRU
TRANSUNION
New
Shares154.6K
Event2026-03-31
Filed2026-05-14
ACM
AECOM
New
Shares123.6K
Event2026-03-31
Filed2026-05-14
GNRC
GENERAC HLDGS INC
New
Shares53.2K
Event2026-03-31
Filed2026-05-14
MSEX
MIDDLESEX WTR CO
New
Shares196.0K
Event2026-03-31
Filed2026-05-14
A
AGILENT TECHNOLOGIES INC
New
Shares88.6K
Event2026-03-31
Filed2026-05-14
SYM
SYMBOTIC INC
New
Shares189.6K
Event2026-03-31
Filed2026-05-14
CL
COLGATE PALMOLIVE CO
-16.80%
Shares114.8K
Event2026-03-31
Filed2026-05-14
BRKR
BRUKER CORP
New
Shares269.9K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
-32.84%
Shares31.9K
Event2026-03-31
Filed2026-05-14
CYRX
CRYOPORT INC
New
Shares1.2M
Event2026-03-31
Filed2026-05-14
CTAS
CINTAS CORP
New
Shares56.6K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
-3.65%
Shares66.3K
Event2026-03-31
Filed2026-05-14
ZTS
ZOETIS INC
-4.45%
Shares77.0K
Event2026-03-31
Filed2026-05-14
FLEX
FLEXTRONICS INTL LTD
8.49%
Shares136.1K
Event2026-03-31
Filed2026-05-14
PWR
QUANTA SVCS INC
16.52%
Shares16.0K
Event2026-03-31
Filed2026-05-14
DDOG
DATADOG INC
New
Shares72.6K
Event2026-03-31
Filed2026-05-14
IRM
IRON MTN INC DEL
New
Shares83.0K
Event2026-03-31
Filed2026-05-14
PL
PLANET LABS PBC
-2.29%
Shares295.2K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
1327.94%
Shares161.3K
Event2026-03-31
Filed2026-05-14
MOD
MODINE MFG CO
New
Shares36.5K
Event2026-03-31
Filed2026-05-14
WY
WEYERHAEUSER CO
116.69%
Shares322.6K
Event2026-03-31
Filed2026-05-14
ZWS
ZURN ELKAY WATER SOLNS CORP
New
Shares167.3K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
New
Shares30.3K
Event2026-03-31
Filed2026-05-14
BBY
BEST BUY INC
New
Shares108.0K
Event2026-03-31
Filed2026-05-14
MIR
MIRION TECHNOLOGIES INC
New
Shares368.4K
Event2026-03-31
Filed2026-05-14
HQY
HEALTHEQUITY INC
New
Shares80.6K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
-6.86%
Shares41.6K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
New
Shares6.4K
Event2026-03-31
Filed2026-05-14
AVY
AVERY DENNISON CORP
0.00%
Shares36.5K
Event2026-03-31
Filed2026-05-14
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
New
Shares29.5K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
New
Shares28.0K
Event2026-03-31
Filed2026-05-14
BSX
BOSTON SCIENTIFIC CORP
424.91%
Shares95.9K
Event2026-03-31
Filed2026-05-14
BMI
BADGER METER INC
-19.88%
Shares39.1K
Event2026-03-31
Filed2026-05-14
NTRA
NATERA INC
New
Shares29.4K
Event2026-03-31
Filed2026-05-14
RUN
SUNRUN INC
9.04%
Shares425.4K
Event2026-03-31
Filed2026-05-14
TPR
TAPESTRY INC
New
Shares39.7K
Event2026-03-31
Filed2026-05-14
TMUS
T-MOBILE US INC
New
Shares26.1K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
New
Shares43.7K
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
New
Shares12.0K
Event2026-03-31
Filed2026-05-14
BJ
BJS WHSL CLUB HLDGS INC
New
Shares51.4K
Event2026-03-31
Filed2026-05-14
GILD
GILEAD SCIENCES INC
861.90%
Shares35.8K
Event2026-03-31
Filed2026-05-14
MSCI
MSCI INC
New
Shares9.1K
Event2026-03-31
Filed2026-05-14
TT
TRANE TECHNOLOGIES PLC
14.92%
Shares11.7K
Event2026-03-31
Filed2026-05-14
HUBBELL INC
HUBBELL INC
43.25%
Shares9.9K
Event2026-03-31
Filed2026-05-14
UNITI GROUP LLC
UNITI GROUP LLC
New
Shares514.7K
Event2026-03-31
Filed2026-05-14
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares10.4K
Event2026-03-31
Filed2026-05-14
PLNT
PLANET FITNESS MASTER ISSUER
New
Shares62.0K
Event2026-03-31
Filed2026-05-14
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares13.7K
Event2026-03-31
Filed2026-05-14
ALC
ALCON AG
New
Shares58.5K
Event2026-03-31
Filed2026-05-14
LH
LABCORP HOLDINGS INC
New
Shares16.0K
Event2026-03-31
Filed2026-05-14
NBIX
NEUROCRINE BIOSCIENCES INC
New
Shares29.8K
Event2026-03-31
Filed2026-05-14
GWRE
GUIDEWIRE SOFTWARE INC
New
Shares25.5K
Event2026-03-31
Filed2026-05-14
IQV
IQVIA HLDGS INC
New
Shares22.0K
Event2026-03-31
Filed2026-05-14
DSGX
DESCARTES SYS GROUP INC
New
Shares52.1K
Event2026-03-31
Filed2026-05-14
MTD
METTLER TOLEDO INTERNATIONAL
-1.01%
Shares2.9K
Event2026-03-31
Filed2026-05-14
NYT
NEW YORK TIMES CO MTN BE
New
Shares44.2K
Event2026-03-31
Filed2026-05-14
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
26.64%
Shares89.3K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
-14.57%
Shares6.8K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
New
Shares34.0K
Event2026-03-31
Filed2026-05-14
CSGP
COSTAR GROUP INC
New
Shares78.5K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
253.71%
Shares21.4K
Event2026-03-31
Filed2026-05-14
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares6.4K
Event2026-03-31
Filed2026-05-14
SFM
SPROUTS FMRS MKT INC
-42.24%
Shares39.5K
Event2026-03-31
Filed2026-05-14
LULU
LULULEMON ATHLETICA INC
0.00%
Shares19.9K
Event2026-03-31
Filed2026-05-14
OC
OWENS CORNING NEW
New
Shares27.9K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
New
Shares14.1K
Event2026-03-31
Filed2026-05-14
INTU
INTUIT
New
Shares6.7K
Event2026-03-31
Filed2026-05-14
MP
MP MATERIALS CORP
7.28%
Shares58.7K
Event2026-03-31
Filed2026-05-14
ALRM
ALARM COM HLDGS INC
New
Shares62.1K
Event2026-03-31
Filed2026-05-14
TTAN
SERVICETITAN INC
New
Shares39.7K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
New
Shares19.2K
Event2026-03-31
Filed2026-05-14
TOST
TOAST INC
New
Shares86.9K
Event2026-03-31
Filed2026-05-14
HUBS
HUBSPOT INC
New
Shares9.2K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
New
Shares8.1K
Event2026-03-31
Filed2026-05-14
VRSK
VERISK ANALYTICS INC
New
Shares11.5K
Event2026-03-31
Filed2026-05-14
CVS
CVS HEALTH CORP
New
Shares30.0K
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
-79.33%
Shares8.4K
Event2026-03-31
Filed2026-05-14
MPWR
MONOLITHIC PWR SYS INC
-11.63%
Shares1.8K
Event2026-03-31
Filed2026-05-14
CCK
CROWN HLDGS INC
-14.21%
Shares18.0K
Event2026-03-31
Filed2026-05-14
EXPO
EXPONENT INC
12.39%
Shares27.2K
Event2026-03-31
Filed2026-05-14
GDDY
GODADDY INC
-59.37%
Shares20.9K
Event2026-03-31
Filed2026-05-14
ZD
ZIFF DAVIS INC
-21.50%
Shares40.1K
Event2026-03-31
Filed2026-05-14
BBIO
BRIDGEBIO PHARMA INC
New
Shares21.7K
Event2026-03-31
Filed2026-05-14
TREX
TREX INC
0.00%
Shares32.8K
Event2026-03-31
Filed2026-05-14
GM
GENERAL MTRS CO
-82.73%
Shares15.7K
Event2026-03-31
Filed2026-05-14
HPE
HEWLETT PACKARD ENTERPRISE C
137.08%
Shares32.2K
Event2026-03-31
Filed2026-05-14
WTS
WATTS WATER TECHNOLOGIES INC
-82.65%
Shares2.5K
Event2026-03-31
Filed2026-05-14
EMBC
EMBECTA CORP
-14.04%
Shares80.1K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
36.85%
Shares6.9K
Event2026-03-31
Filed2026-05-14
AGCO
AGCO CORP
-11.44%
Shares5.4K
Event2026-03-31
Filed2026-05-14
VITL
VITAL FARMS INC
-14.05%
Shares42.1K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-14
GPK
GRAPHIC PACKAGING HLDG CO
-14.04%
Shares51.9K
Event2026-03-31
Filed2026-05-14
CRM
SALESFORCE INC
-88.51%
Shares2.7K
Event2026-03-31
Filed2026-05-14
ARRY
ARRAY TECHNOLOGIES INC
-56.64%
Shares47.5K
Event2026-03-31
Filed2026-05-14
EW
EDWARDS LIFESCIENCES CORP
49.54%
Shares4.2K
Event2026-03-31
Filed2026-05-14
BK
BANK NEW YORK MELLON CORP
7.44%
Shares2.6K
Event2026-03-31
Filed2026-05-14
BEP
BROOKFIELD RENEWABLE ENERGY
New
Shares8.5K
Event2026-03-31
Filed2026-05-14
MWA
MUELLER WTR PRODS INC
-14.05%
Shares10.0K
Event2026-03-31
Filed2026-05-14
ALV
AUTOLIV INC
-14.05%
Shares2.3K
Event2026-03-31
Filed2026-05-14
SHOP
SHOPIFY INC
55.04%
Shares631
Event2026-03-31
Filed2026-05-14
YETI
YETI HLDGS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
LKQ
LKQ CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available