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 6 of 7

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Otis Worldwide Corp

OTIS|68902V107

Shares:4.3K

Value:$446.2K

% of Portfolio:0.1% ($446.2K/$555.9M)

GENERAL MILLS INC

GIS|370334104

Shares:7.3K

Value:$435.7K

% of Portfolio:0.1% ($435.7K/$555.9M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:26.5K

Value:$408.3K

% of Portfolio:0.1% ($408.3K/$555.9M)

DEXCOM INC

DXCM|252131107

Shares:5.6K

Value:$382.2K

% of Portfolio:0.1% ($382.2K/$555.9M)

Embecta Corp.

EMBC|29082K105

Shares:29.1K

Value:$370.8K

% of Portfolio:0.1% ($370.8K/$555.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.9K

Value:$324.4K

% of Portfolio:0.1% ($324.4K/$555.9M)

Sensata Technologies Holding plc

ST|G8060N102

Shares:13.3K

Value:$323.4K

% of Portfolio:0.1% ($323.4K/$555.9M)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:3.4K

Value:$304.4K

% of Portfolio:0.1% ($304.4K/$555.9M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.4K

Value:$297.0K

% of Portfolio:0.1% ($297.0K/$555.9M)

Planet Labs PBC

PL|72703X106

Shares:87.7K

Value:$296.4K

% of Portfolio:0.1% ($296.4K/$555.9M)

LKQ CORP

LKQ|501889208

Shares:6.9K

Value:$295.6K

% of Portfolio:0.1% ($295.6K/$555.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.3K

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$555.9M)

Voya Financial, Inc.

VOYA|929089100

Shares:4.2K

Value:$287.5K

% of Portfolio:0.1% ($287.5K/$555.9M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:1.9K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$555.9M)

CSX CORP

CSX|126408103

Shares:6.6K

Value:$193.6K

% of Portfolio:0.0% ($193.6K/$555.9M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:2.7K

Value:$188.7K

% of Portfolio:0.0% ($188.7K/$555.9M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:1.8K

Value:$175.6K

% of Portfolio:0.0% ($175.6K/$555.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:701

Value:$166.0K

% of Portfolio:0.0% ($166.0K/$555.9M)

Fluence Energy, Inc.

FLNC|34379V103

Shares:33.9K

Value:$164.6K

% of Portfolio:0.0% ($164.6K/$555.9M)

Smurfit Westrock plc

SW|G8267P108

Shares:3.1K

Value:$141.6K

% of Portfolio:0.0% ($141.6K/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Otis Worldwide Corp(OTIScusip68902V107)	4.3K	QoQ 0.00% (+0) YoY NEW(+4.3K)	All Managers (Combined)	$446.2K	0.1% ($446.2K/$555.9M)	QoQ +11.43% (+$45.8K) YoY NEW(+$446.2K)
GENERAL MILLS INC(GIScusip370334104)	7.3K	QoQ 0.00% (-0) YoY +46.91% (+2.3K)	All Managers (Combined)	$435.7K	0.1% ($435.7K/$555.9M)	QoQ -6.24% (-$29.0K) YoY +25.54% (+$88.6K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	26.5K	QoQ 0.00% (-0) YoY +467.05% (+21.8K)	All Managers (Combined)	$408.3K	0.1% ($408.3K/$555.9M)	QoQ -27.72% (-$156.6K) YoY +393.49% (+$325.5K)
DEXCOM INC(DXCMcusip252131107)	5.6K	QoQ 0.00% (-0) YoY -0.56% (-32)	All Managers (Combined)	$382.2K	0.1% ($382.2K/$555.9M)	QoQ -12.18% (-$53.0K) YoY -51.04% (-$398.5K)
Embecta Corp.(EMBCcusip29082K105)	29.1K	QoQ NEW(+29.1K) YoY NEW(+29.1K)	All Managers (Combined)	$370.8K	0.1% ($370.8K/$555.9M)	QoQ NEW(+$370.8K) YoY NEW(+$370.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.9K	QoQ NEW(+2.9K) YoY -92.80% (-37.3K)	All Managers (Combined)	$324.4K	0.1% ($324.4K/$555.9M)	QoQ NEW(+$324.4K) YoY -88.99% (-$2.6M)
Sensata Technologies Holding plc(STcusipG8060N102)	13.3K	QoQ 0.00% (-0) YoY -10.79% (-1.6K)	All Managers (Combined)	$323.4K	0.1% ($323.4K/$555.9M)	QoQ -11.42% (-$41.7K) YoY -41.07% (-$225.4K)
CROWN HOLDINGS, INC.(CCKcusip228368106)	3.4K	QoQ -4.74% (-170) YoY -78.96% (-12.8K)	All Managers (Combined)	$304.4K	0.1% ($304.4K/$555.9M)	QoQ +2.81% (-$8.3K) YoY -76.30% (-$980.4K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.4K	QoQ 0.00% (+0) YoY -90.25% (-12.6K)	All Managers (Combined)	$297.0K	0.1% ($297.0K/$555.9M)	QoQ +18.64% (+$46.7K) YoY -89.26% (-$2.5M)
Planet Labs PBC(PLcusip72703X106)	87.7K	QoQ NEW(+87.7K) YoY NEW(+87.7K)	All Managers (Combined)	$296.4K	0.1% ($296.4K/$555.9M)	QoQ NEW(+$296.4K) YoY NEW(+$296.4K)
LKQ CORP(LKQcusip501889208)	6.9K	QoQ 0.00% (+0) YoY -6.77% (-505)	All Managers (Combined)	$295.6K	0.1% ($295.6K/$555.9M)	QoQ +15.75% (+$40.2K) YoY -25.74% (-$102.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.3K	QoQ 0.00% (-0) YoY +83.17% (+1.5K)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$555.9M)	QoQ -9.77% (-$31.6K) YoY +24.60% (+$57.7K)
Voya Financial, Inc.(VOYAcusip929089100)	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$287.5K	0.1% ($287.5K/$555.9M)	QoQ -1.55% (-$4.5K) YoY NEW(+$287.5K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	1.9K	QoQ 0.00% (-0) YoY -72.97% (-5.0K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$555.9M)	QoQ -12.92% (-$32.4K) YoY -78.27% (-$785.9K)
CSX CORP(CSXcusip126408103)	6.6K	QoQ 0.00% (-0) YoY -4.01% (-275)	All Managers (Combined)	$193.6K	0.0% ($193.6K/$555.9M)	QoQ -8.80% (-$18.7K) YoY -23.79% (-$60.5K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	2.7K	QoQ 0.00% (-0) YoY -4.03% (-113)	All Managers (Combined)	$188.7K	0.0% ($188.7K/$555.9M)	QoQ -2.98% (-$5.8K) YoY -23.58% (-$58.2K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	1.8K	QoQ 0.00% (-0) YoY -4.04% (-76)	All Managers (Combined)	$175.6K	0.0% ($175.6K/$555.9M)	QoQ -3.98% (-$7.3K) YoY -28.99% (-$71.7K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	701	QoQ 0.00% (+0) YoY -4.10% (-30)	All Managers (Combined)	$166.0K	0.0% ($166.0K/$555.9M)	QoQ +0.91% (+$1.5K) YoY -10.88% (-$20.3K)
Fluence Energy, Inc.(FLNCcusip34379V103)	33.9K	QoQ +94.96% (-16.5K) YoY +446.73% (+27.7K)	All Managers (Combined)	$164.6K	0.0% ($164.6K/$555.9M)	QoQ -40.45% (-$111.8K) YoY +52.92% (+$57.0K)
Smurfit Westrock plc(SWcusipG8267P108)	3.1K	QoQ 0.00% (-0) YoY NEW(+3.1K)	All Managers (Combined)	$141.6K	0.0% ($141.6K/$555.9M)	QoQ -16.33% (-$27.7K) YoY NEW(+$141.6K)