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The Analysis of Mirova US LLC's Holdings & P&L

Currently, Mirova US LLC holds 42 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in VRT (+240.9K shares, valued at $60.4M), N/A (+183.8K shares, valued at $56.9M), VLTO (+636.4K shares, valued at $56.3M); decreased their positions in V (-446.9K shares, valued at $135.1M), TSM (-398.5K shares, valued at $134.7M), ECL (-267.6K shares, valued at $71.2M).

1M P&L

+168.2M+1.90%

3M P&L

+95.6M+1.07%

HY P&L

+116.8M+1.31%

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

1Semiconductors1.5B

16.4%

2Software - Infrastructure1.1B

12.0%

3Credit Services840.0M

9.3%

Top Industries by Stock Count

1Software - Application4 stocks

10.5%

2Medical Devices2 stocks

5.3%

3Semiconductors2 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION5.1M shares-3.80%2026-03-312026-05-11

MSFT MICROSOFT CORP1.6M shares-4.04%2026-03-312026-05-11

MA MASTERCARD INCORPORATED957.7K shares-3.92%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3M shares-23.72%2026-03-312026-05-11

TJX TJX COS INC NEW2.4M shares-4.06%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.1M shares19.78%2026-03-312026-05-11

LLY ELI LILLY & CO368.4K shares-4.12%2026-03-312026-05-11

NEE NEXTERA ENERGY INC3.6M shares-2.65%2026-03-312026-05-11

Sponsored

SHOP SHOPIFY INC2.7M shares-4.12%2026-03-312026-05-11

WM WASTE MGMT INC DEL1.4M shares-4.04%2026-03-312026-05-11

EBAY EBAY INC.3.4M shares-3.27%2026-03-312026-05-11

ECL ECOLAB INC1.2M shares-18.62%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC615.1K shares-4.08%2026-03-312026-05-11

HUBBELL INC HUBBELL INC575.9K shares20.29%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC1.6M shares-3.90%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO1.0M shares30.81%2026-03-312026-05-11

Sponsored

ISRG INTUITIVE SURGICAL INC512.4K shares-4.08%2026-03-312026-05-11

LOW LOWES COS INC941.4K shares-4.05%2026-03-312026-05-11

XYL XYLEM INC1.8M shares-3.92%2026-03-312026-05-11

EW EDWARDS LIFESCIENCES CORP2.6M shares-4.08%2026-03-312026-05-11

DHR DANAHER CORP DEL1.1M shares-3.97%2026-03-312026-05-11

AGCO AGCO CORP1.6M shares36.24%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.9M shares-4.20%2026-03-312026-05-11

VLTO VERALTO CORP1.7M shares60.45%2026-03-312026-05-11

Sponsored

BALL BALL CORP2.4M shares-4.33%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP2.2M shares60.83%2026-03-312026-05-11

FSLR FIRST SOLAR INC698.6K shares-21.43%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND682.7K shares-4.01%2026-03-312026-05-11

WTS WATTS WATER TECHNOLOGIES INC437.9K shares-4.90%2026-03-312026-05-11

CRM SALESFORCE INC609.5K shares-3.96%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW750.7K shares-3.98%2026-03-312026-05-11

V VISA INC325.8K shares-57.84%2026-03-312026-05-11

Sponsored

WMS ADVANCED DRAIN SYS INC DEL628.8K shares-4.86%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION44.0K shares-0.19%2026-03-312026-05-11

NDAQ NASDAQ INC66.2K shares-22.72%2026-03-312026-05-11

ALPHABET INC ALPHABET INC19.4K shares0.00%2026-03-312026-05-11

AAPL APPLE INC15.4K shares0.00%2026-03-312026-05-11

AMZN AMAZON COM INC15.1K shares0.00%2026-03-312026-05-11

ES EVERSOURCE ENERGY43.8K shares-18.87%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO33.9K shares-0.18%2026-03-312026-05-11

Sponsored

INTU INTUIT5.8K shares-0.21%2026-03-312026-05-11

META META PLATFORMS INC3.8K shares0.00%2026-03-312026-05-11

NVDA

NVIDIA CORPORATION

-3.80%

Shares5.1M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-4.04%

Shares1.6M

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-3.92%

Shares957.7K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-23.72%

Shares1.3M

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-4.06%

Shares2.4M

Event2026-03-31

Filed2026-05-11

BROADCOM INC

19.78%

Shares1.1M

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-4.12%

Shares368.4K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-2.65%

Shares3.6M

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

-4.12%

Shares2.7M

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-4.04%

Shares1.4M

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC.

-3.27%

Shares3.4M

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

-18.62%

Shares1.2M

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

-4.08%

Shares615.1K

Event2026-03-31

Filed2026-05-11

HUBBELL INC

20.29%

Shares575.9K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

-3.90%

Shares1.6M

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

30.81%

Shares1.0M

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC

-4.08%

Shares512.4K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-4.05%

Shares941.4K

Event2026-03-31

Filed2026-05-11

XYL

XYLEM INC

-3.92%

Shares1.8M

Event2026-03-31

Filed2026-05-11

EDWARDS LIFESCIENCES CORP

-4.08%

Shares2.6M

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL

-3.97%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AGCO

AGCO CORP

36.24%

Shares1.6M

Event2026-03-31

Filed2026-05-11

CANADIAN PACIFIC KANSAS CITY

-4.20%

Shares1.9M

Event2026-03-31

Filed2026-05-11

VLTO

VERALTO CORP

60.45%

Shares1.7M

Event2026-03-31

Filed2026-05-11

BALL

BALL CORP

-4.33%

Shares2.4M

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP

60.83%

Shares2.2M

Event2026-03-31

Filed2026-05-11

FSLR

FIRST SOLAR INC

-21.43%

Shares698.6K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-4.01%

Shares682.7K

Event2026-03-31

Filed2026-05-11

WTS

WATTS WATER TECHNOLOGIES INC

-4.90%

Shares437.9K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

-3.96%

Shares609.5K

Event2026-03-31

Filed2026-05-11

AWK

AMERICAN WTR WKS CO INC NEW

-3.98%

Shares750.7K

Event2026-03-31

Filed2026-05-11

VISA INC

-57.84%

Shares325.8K

Event2026-03-31

Filed2026-05-11

WMS

ADVANCED DRAIN SYS INC DEL

-4.86%

Shares628.8K

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CONTROLS INTERNATION

-0.19%

Shares44.0K

Event2026-03-31

Filed2026-05-11

NDAQ

NASDAQ INC

-22.72%

Shares66.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.00%

Shares19.4K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-11

EVERSOURCE ENERGY

-18.87%

Shares43.8K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

-0.18%

Shares33.9K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT

-0.21%

Shares5.8K

Event2026-03-31

Filed2026-05-11