Mirova

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "ITRI",
  "FLEX",
  "MPWR",
  "NOVT",
  "NEO",
  "KAI",
  "MP",
  "BEPC",
  "ONON",
  "ACN",
  "ADBE",
  "A",
  "MWA",
  "AXP",
  "ARRY",
  "CP.TO",
  "FLNC",
  "BSX",
  "EBAY",
  "PL",
  "PNR",
  "GILD",
  "GIS",
  "UNP",
  "ISRG",
  "EMR",
  "LIN",
  "PWR",
  "MA",
  "BMI",
  "MSFT",
  "ENPH",
  "EXPO",
  "OMC",
  "EMN",
  "ANSS",
  "ORCL",
  "PANW",
  "ECL",
  "NVDA",
  "HPE",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "NOW",
  "SHOP",
  "ROP",
  "AMT",
  "STLD",
  "SYK",
  "TMO",
  "TJX",
  "LKQ",
  "WY",
  "MTD",
  "GDDY",
  "RMD",
  "GEF",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  "HASI",
  "ST",
  "VOYA",
  "ADSK",
  "SFM",
  "GM",
  "WTS",
  "APTV",
  "AVY",
  "EL",
  "DOV",
  "WM",
  "FSLR",
  "HAIN",
  "IFF",
  "IEX",
  "SG",
  "VLTO",
  "V",
  "VITL",
  "WAT",
  "WST",
  "WDAY",
  "YETI",
  "XYL",
  "ENS",
  "OC",
  "PTC",
  "NSC",
  "EMBC",
  "ON",
  "TPC",
  "TRMB",
  "OTIS",
  "SW",
  "CRM",
  "RUN",
  "ZWS",
  "NUE",
  "LULU",
  "ALV",
  "BALL",
  "BK",
  "BDX",
  "BSY",
  "BCC",
  "BMY",
  "BFAM",
  "CNI",
  "CDNS",
  "CMG",
  "CSCO",
  "CL",
  "CNM",
  "CSX",
  "CCK",
  "CYBR",
  "DHR",
  "DAR",
  "DXCM",
  "DCI",
  "TTEK",
  "NEE",
  "LLY",
  "NFLX",
  "AWK",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 134
Total Value: 555884538
Accession Number: 0001104659-25-048487
Form Type: 13F-HR
CIK: mirova
Manager Name: Mirova

Data Enrichment

100% identified

134 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $555.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:14.9K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$555.9M)

TETRA TECH INC

TTEK|88162G103

Shares:120.8K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$555.9M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:53.5K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$555.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:49.8K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$555.9M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:68.5K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$555.9M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:12.6K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$555.9M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:25.3K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$555.9M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:9.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$555.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:27.2K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$555.9M)

WEYERHAEUSER CO

WY|962166104

Shares:95.5K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$555.9M)

FLEX LTD.

FLEX|Y2573F102

Shares:84.5K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$555.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:56.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$555.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:40.3K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$555.9M)

Veralto Corp

VLTO|92338C103

Shares:25.4K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$555.9M)

Avery Dennison Corp

AVY|053611109

Shares:13.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$555.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:22.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$555.9M)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:1.9K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$555.9M)

PENTAIR plc

PNR|G7S00T104

Shares:23.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$555.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:15.8K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$555.9M)

Brookfield Renewable Corp

BEPC|11285B108

Shares:68.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	14.9K	QoQ +18.60% (+2.3K) YoY NEW(+14.9K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$555.9M)	QoQ +0.39% (+$14.8K) YoY NEW(+$3.8M)
TETRA TECH INC(TTEKcusip88162G103)	120.8K	QoQ -0.70% (-862) YoY +177.77% (-77.3K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$555.9M)	QoQ -27.10% (-$1.3M) YoY -56.01% (-$4.5M)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	53.5K	QoQ +6.14% (-3.1K) YoY +73.75% (-22.7K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$555.9M)	QoQ -6.56% (-$248.3K) YoY -25.60% (-$1.2M)
NEXTERA ENERGY INC(NEEcusip65339F101)	49.8K	QoQ +0.51% (-254) YoY +737.48% (+43.8K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$555.9M)	QoQ -0.60% (-$21.6K) YoY +828.95% (+$3.1M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	68.5K	QoQ -0.93% (-649) YoY +4972.53% (-67.2K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$555.9M)	QoQ -17.51% (-$730.6K) YoY -12.37% (-$486.2K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	12.6K	QoQ +14.35% (-1.6K) YoY -24.10% (-4.0K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$555.9M)	QoQ -8.02% (-$279.5K) YoY -25.74% (-$1.1M)
FIRST SOLAR, INC.(FSLRcusip336433107)	25.3K	QoQ 0.00% (-0) YoY -20.33% (-6.5K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$555.9M)	QoQ -28.26% (-$1.3M) YoY -40.33% (-$2.2M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	9.2K	QoQ +5.72% (+500) YoY +17.46% (+1.4K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$555.9M)	QoQ +7.26% (+$211.4K) YoY +49.47% (+$1.0M)
EMERSON ELECTRIC CO(EMRcusip291011104)	27.2K	QoQ +43.15% (+8.2K) YoY NEW(+27.2K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$555.9M)	QoQ +26.65% (+$626.9K) YoY NEW(+$3.0M)
WEYERHAEUSER CO(WYcusip962166104)	95.5K	QoQ -1.05% (-1.0K) YoY +47.35% (+30.7K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$555.9M)	QoQ +2.92% (-$79.3K) YoY +20.14% (+$468.7K)
FLEX LTD.(FLEXcusipY2573F102)	84.5K	QoQ -7.65% (-7.0K) YoY -9.28% (-8.6K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$555.9M)	QoQ -20.42% (-$717.2K) YoY +4.88% (-$130.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	56.7K	QoQ +1.80% (+1.0K) YoY NEW(+56.7K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$555.9M)	QoQ +15.47% (+$344.7K) YoY NEW(+$2.6M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	40.3K	QoQ +106.02% (+20.7K) YoY NEW(+40.3K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$555.9M)	QoQ +114.75% (+$1.3M) YoY NEW(+$2.5M)
Veralto Corp(VLTOcusip92338C103)	25.4K	QoQ +15.87% (+3.5K) YoY +760.79% (+22.5K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$555.9M)	QoQ +10.86% (+$242.9K) YoY +846.13% (+$2.2M)
Avery Dennison Corp(AVYcusip053611109)	13.8K	QoQ -2.20% (-312) YoY +2094.92% (+13.2K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$555.9M)	QoQ -6.99% (-$185.3K) YoY +1649.74% (+$2.3M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	22.3K	QoQ -11.04% (-2.8K) YoY +231.45% (+15.6K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$555.9M)	QoQ +0.47% (-$10.5K) YoY +388.20% (+$1.8M)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	1.9K	QoQ -2.00% (-38) YoY +303.47% (+1.4K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$555.9M)	QoQ -5.43% (-$125.9K) YoY +257.90% (+$1.6M)
PENTAIR plc(PNRcusipG7S00T104)	23.8K	QoQ -2.60% (-639) YoY +275.66% (+17.5K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$555.9M)	QoQ -15.34% (-$378.1K) YoY +284.63% (+$1.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	15.8K	QoQ +19.90% (+2.6K) YoY NEW(+15.8K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$555.9M)	QoQ +20.88% (+$331.5K) YoY NEW(+$1.9M)
Brookfield Renewable Corp(BEPCcusip11285B108)	68.2K	QoQ -14.95% (-12.0K) YoY NEW(+68.2K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$555.9M)	QoQ -14.15% (-$314.2K) YoY NEW(+$1.9M)