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

Page 4 of 7

Sort by:

ORACLE CORP

ORCL|68389X105

Shares:13.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$555.9M)

PFIZER INC

PFE|717081103

Shares:72.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$555.9M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:3.1K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$555.9M)

ITRON, INC.

ITRI|465741106

Shares:16.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$555.9M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:27.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$555.9M)

TUTOR PERINI CORP

TPC|901109108

Shares:71.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$555.9M)

Zurn Elkay Water Solutions Corp

ZWS|98983L108

Shares:48.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$555.9M)

Core & Main, Inc.

CNM|21874C102

Shares:32.2K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$555.9M)

Bank of New York Mellon Corp

BK|064058100

Shares:17.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$555.9M)

TREX CO INC

TREX|89531P105

Shares:24.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$555.9M)

MP Materials Corp. / DE

MP|553368101

Shares:52.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$555.9M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:29.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$555.9M)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:5.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$555.9M)

Mueller Water Products, Inc.

MWA|624758108

Shares:39.3K

Value:$999.9K

% of Portfolio:0.2% ($999.9K/$555.9M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:3.8K

Value:$992.2K

% of Portfolio:0.2% ($992.2K/$555.9M)

PTC INC.

PTC|69370C100

Shares:6.3K

Value:$980.5K

% of Portfolio:0.2% ($980.5K/$555.9M)

Aptiv PLC

APTV|G3265R107

Shares:16.0K

Value:$952.8K

% of Portfolio:0.2% ($952.8K/$555.9M)

AGCO CORP /DE

AGCO|001084102

Shares:10.0K

Value:$921.6K

% of Portfolio:0.2% ($921.6K/$555.9M)

ANSYS INC

ANSS|03662Q105

Shares:2.9K

Value:$920.2K

% of Portfolio:0.2% ($920.2K/$555.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:14.8K

Value:$903.0K

% of Portfolio:0.2% ($903.0K/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	13.2K	QoQ -28.32% (-5.2K) YoY +524.45% (+11.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$555.9M)	QoQ -39.86% (-$1.2M) YoY +595.04% (+$1.6M)
PFIZER INC(PFEcusip717081103)	72.2K	QoQ 0.00% (-0) YoY +1720.39% (+68.2K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$555.9M)	QoQ -4.48% (-$85.9K) YoY +1562.30% (+$1.7M)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	3.1K	QoQ -9.65% (-328) YoY NEW(+3.1K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$555.9M)	QoQ -11.44% (-$230.0K) YoY NEW(+$1.8M)
ITRON, INC.(ITRIcusip465741106)	16.4K	QoQ -10.60% (-1.9K) YoY +655.26% (+14.2K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$555.9M)	QoQ -13.74% (-$274.0K) YoY +755.18% (+$1.5M)
Enphase Energy, Inc.(ENPHcusip29355A107)	27.5K	QoQ 0.00% (-0) YoY +12.07% (-3.0K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$555.9M)	QoQ -9.65% (-$182.2K) YoY -42.51% (-$1.3M)
TUTOR PERINI CORP(TPCcusip901109108)	71.4K	QoQ +27.18% (+15.3K) YoY NEW(+71.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$555.9M)	QoQ +21.82% (+$296.6K) YoY NEW(+$1.7M)
Zurn Elkay Water Solutions Corp(ZWScusip98983L108)	48.5K	QoQ NEW(+48.5K) YoY NEW(+48.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$555.9M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Core & Main, Inc.(CNMcusip21874C102)	32.2K	QoQ -7.94% (-2.8K) YoY -7.94% (-2.8K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$555.9M)	QoQ -12.64% (-$225.0K) YoY -22.31% (-$446.7K)
Bank of New York Mellon Corp(BKcusip064058100)	17.2K	QoQ 0.00% (+0) YoY NEW(+17.2K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$555.9M)	QoQ +9.16% (+$120.8K) YoY NEW(+$1.4M)
TREX CO INC(TREXcusip89531P105)	24.2K	QoQ -1.88% (-466) YoY +3186.43% (+23.5K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$555.9M)	QoQ -17.42% (-$296.9K) YoY +1814.19% (+$1.3M)
MP Materials Corp. / DE(MPcusip553368101)	52.9K	QoQ -27.43% (-20.0K) YoY -36.71% (-30.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$555.9M)	QoQ +13.54% (-$154.0K) YoY +8.02% (-$96.0K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	29.2K	QoQ 0.00% (-0) YoY -23.12% (-8.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$555.9M)	QoQ -35.46% (-$653.1K) YoY -57.46% (-$1.6M)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	5.5K	QoQ 0.00% (+0) YoY +12.51% (+614)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$555.9M)	QoQ +0.30% (+$3.4K) YoY +7.94% (+$82.9K)
Mueller Water Products, Inc.(MWAcusip624758108)	39.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$999.9K	0.2% ($999.9K/$555.9M)	QoQ +12.97% (+$114.9K) YoY +57.98% (+$367.0K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	3.8K	QoQ -23.80% (-1.2K) YoY -63.81% (-6.8K)	All Managers (Combined)	$992.2K	0.2% ($992.2K/$555.9M)	QoQ -31.11% (-$448.2K) YoY -67.90% (-$2.1M)
PTC INC.(PTCcusip69370C100)	6.3K	QoQ +1829.26% (+6.0K) YoY +158.39% (+3.9K)	All Managers (Combined)	$980.5K	0.2% ($980.5K/$555.9M)	QoQ +1525.83% (+$920.2K) YoY +111.90% (+$517.8K)
Aptiv PLC(APTVcusipG3265R107)	16.0K	QoQ -23.79% (-5.0K) YoY NEW(+16.0K)	All Managers (Combined)	$952.8K	0.2% ($952.8K/$555.9M)	QoQ -25.02% (-$318.1K) YoY NEW(+$952.8K)
AGCO CORP /DE(AGCOcusip001084102)	10.0K	QoQ 0.00% (-0) YoY -4.63% (-484)	All Managers (Combined)	$921.6K	0.2% ($921.6K/$555.9M)	QoQ -0.97% (-$9.1K) YoY -28.24% (-$362.7K)
ANSYS INC(ANSScusip03662Q105)	2.9K	QoQ 0.00% (-0) YoY -65.10% (-5.4K)	All Managers (Combined)	$920.2K	0.2% ($920.2K/$555.9M)	QoQ -6.15% (-$60.4K) YoY -68.18% (-$2.0M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	14.8K	QoQ NEW(+14.8K) YoY +232.54% (+10.4K)	All Managers (Combined)	$903.0K	0.2% ($903.0K/$555.9M)	QoQ NEW(+$903.0K) YoY +274.00% (+$661.5K)