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 5 of 7

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AUTOLIV INC

ALV|052800109

Shares:10.0K

Value:$886.3K

% of Portfolio:0.2% ($886.3K/$555.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.9K

Value:$805.9K

% of Portfolio:0.1% ($805.9K/$555.9M)

NOVANTA INC

NOVT|67000B104

Shares:6.0K

Value:$766.8K

% of Portfolio:0.1% ($766.8K/$555.9M)

Vertiv Holdings Co

VRT|92537N108

Shares:10.0K

Value:$722.0K

% of Portfolio:0.1% ($722.0K/$555.9M)

BOISE CASCADE Co

BCC|09739D100

Shares:7.1K

Value:$694.8K

% of Portfolio:0.1% ($694.8K/$555.9M)

OMNICOM GROUP INC.

OMC|681919106

Shares:8.0K

Value:$659.5K

% of Portfolio:0.1% ($659.5K/$555.9M)

KADANT INC

KAI|48282T104

Shares:1.9K

Value:$628.0K

% of Portfolio:0.1% ($628.0K/$555.9M)

NEOGENOMICS INC

NEO|64049M209

Shares:64.9K

Value:$616.2K

% of Portfolio:0.1% ($616.2K/$555.9M)

ADOBE INC.

ADBE|00724F101

Shares:1.5K

Value:$582.6K

% of Portfolio:0.1% ($582.6K/$555.9M)

DONALDSON Co INC

DCI|257651109

Shares:8.6K

Value:$575.1K

% of Portfolio:0.1% ($575.1K/$555.9M)

Autodesk, Inc.

ADSK|052769106

Shares:2.2K

Value:$569.2K

% of Portfolio:0.1% ($569.2K/$555.9M)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

Shares:19.1K

Value:$559.3K

% of Portfolio:0.1% ($559.3K/$555.9M)

Array Technologies, Inc.

ARRY|04271T100

Shares:114.2K

Value:$556.3K

% of Portfolio:0.1% ($556.3K/$555.9M)

Owens Corning

OC|690742101

Shares:3.8K

Value:$543.1K

% of Portfolio:0.1% ($543.1K/$555.9M)

Sweetgreen, Inc.

SG|87043Q108

Shares:20.5K

Value:$512.9K

% of Portfolio:0.1% ($512.9K/$555.9M)

On Holding AG

ONON|H5919C104

Shares:11.6K

Value:$507.5K

% of Portfolio:0.1% ($507.5K/$555.9M)

Vital Farms, Inc.

VITL|92847W103

Shares:16.5K

Value:$501.7K

% of Portfolio:0.1% ($501.7K/$555.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.1K

Value:$492.3K

% of Portfolio:0.1% ($492.3K/$555.9M)

NETFLIX INC

NFLX|64110L106

Shares:525

Value:$489.6K

% of Portfolio:0.1% ($489.6K/$555.9M)

GREIF, INC

GEF|397624107

Shares:8.2K

Value:$452.5K

% of Portfolio:0.1% ($452.5K/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOLIV INC(ALVcusip052800109)	10.0K	QoQ 0.00% (-0) YoY -68.27% (-21.6K)	All Managers (Combined)	$886.3K	0.2% ($886.3K/$555.9M)	QoQ -5.69% (-$53.5K) YoY -76.70% (-$2.9M)
DANAHER CORP /DE/(DHRcusip235851102)	3.9K	QoQ 0.00% (-0) YoY -0.50% (-20)	All Managers (Combined)	$805.9K	0.1% ($805.9K/$555.9M)	QoQ -10.69% (-$96.5K) YoY -18.32% (-$180.8K)
NOVANTA INC(NOVTcusip67000B104)	6.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$766.8K	0.1% ($766.8K/$555.9M)	QoQ -16.29% (-$149.3K) YoY -26.83% (-$281.3K)
Vertiv Holdings Co(VRTcusip92537N108)	10.0K	QoQ +241.53% (+7.1K) YoY NEW(+10.0K)	All Managers (Combined)	$722.0K	0.1% ($722.0K/$555.9M)	QoQ +117.04% (+$389.4K) YoY NEW(+$722.0K)
BOISE CASCADE Co(BCCcusip09739D100)	7.1K	QoQ 0.00% (-0) YoY NEW(+7.1K)	All Managers (Combined)	$694.8K	0.1% ($694.8K/$555.9M)	QoQ -17.47% (-$147.1K) YoY NEW(+$694.8K)
OMNICOM GROUP INC.(OMCcusip681919106)	8.0K	QoQ 0.00% (-0) YoY +170.82% (+5.0K)	All Managers (Combined)	$659.5K	0.1% ($659.5K/$555.9M)	QoQ -3.63% (-$24.9K) YoY +132.05% (+$375.3K)
KADANT INC(KAIcusip48282T104)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$628.0K	0.1% ($628.0K/$555.9M)	QoQ -2.34% (-$15.1K) YoY +2.68% (+$16.4K)
NEOGENOMICS INC(NEOcusip64049M209)	64.9K	QoQ 0.00% (-0) YoY NEW(+64.9K)	All Managers (Combined)	$616.2K	0.1% ($616.2K/$555.9M)	QoQ -42.41% (-$453.9K) YoY NEW(+$616.2K)
ADOBE INC.(ADBEcusip00724F101)	1.5K	QoQ +3.96% (-58) YoY -73.21% (-4.2K)	All Managers (Combined)	$582.6K	0.1% ($582.6K/$555.9M)	QoQ -10.32% (-$67.1K) YoY -79.64% (-$2.3M)
DONALDSON Co INC(DCIcusip257651109)	8.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$575.1K	0.1% ($575.1K/$555.9M)	QoQ -0.43% (-$2.5K) YoY -10.20% (-$65.3K)
Autodesk, Inc.(ADSKcusip052769106)	2.2K	QoQ +6.25% (-128) YoY -79.09% (-8.2K)	All Managers (Combined)	$569.2K	0.1% ($569.2K/$555.9M)	QoQ -5.88% (-$35.6K) YoY -78.98% (-$2.1M)
HA Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	19.1K	QoQ 0.00% (+0) YoY +53.19% (+6.6K)	All Managers (Combined)	$559.3K	0.1% ($559.3K/$555.9M)	QoQ +8.98% (+$46.1K) YoY +57.72% (+$204.7K)
Array Technologies, Inc.(ARRYcusip04271T100)	114.2K	QoQ -20.46% (-29.4K) YoY -33.42% (-57.4K)	All Managers (Combined)	$556.3K	0.1% ($556.3K/$555.9M)	QoQ -35.86% (-$311.1K) YoY -78.25% (-$2.0M)
Owens Corning(OCcusip690742101)	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$543.1K	0.1% ($543.1K/$555.9M)	QoQ -16.14% (-$104.6K) YoY NEW(+$543.1K)
Sweetgreen, Inc.(SGcusip87043Q108)	20.5K	QoQ 0.00% (-0) YoY -35.21% (-11.1K)	All Managers (Combined)	$512.9K	0.1% ($512.9K/$555.9M)	QoQ -21.95% (-$144.3K) YoY -35.83% (-$286.4K)
On Holding AG(ONONcusipH5919C104)	11.6K	QoQ 0.00% (-0) YoY NEW(+11.6K)	All Managers (Combined)	$507.5K	0.1% ($507.5K/$555.9M)	QoQ -19.81% (-$125.4K) YoY NEW(+$507.5K)
Vital Farms, Inc.(VITLcusip92847W103)	16.5K	QoQ +51.05% (+5.6K) YoY NEW(+16.5K)	All Managers (Combined)	$501.7K	0.1% ($501.7K/$555.9M)	QoQ +22.11% (+$90.9K) YoY NEW(+$501.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.1K	QoQ 0.00% (+0) YoY +12.98% (+247)	All Managers (Combined)	$492.3K	0.1% ($492.3K/$555.9M)	QoQ +0.96% (+$4.7K) YoY +4.58% (+$21.6K)
NETFLIX INC(NFLXcusip64110L106)	525	QoQ +67.19% (+211) YoY NEW(+525)	All Managers (Combined)	$489.6K	0.1% ($489.6K/$555.9M)	QoQ +74.92% (+$209.7K) YoY NEW(+$489.6K)
GREIF, INC(GEFcusip397624107)	8.2K	QoQ -44.61% (-6.6K) YoY -78.12% (-29.4K)	All Managers (Combined)	$452.5K	0.1% ($452.5K/$555.9M)	QoQ -50.17% (-$455.6K) YoY -82.57% (-$2.1M)