Mirova-Us

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "CP.TO",
  "EBAY",
  "ISRG",
  "MA",
  "MSFT",
  "ENPH",
  "PANW",
  "ECL",
  "NVDA",
  "SHOP",
  "ROP",
  "TMO",
  "TJX",
  "WMS",
  "TSM",
  "EW",
  "AGCO",
  "WTS",
  "APTV",
  "WM",
  "FSLR",
  "VLTO",
  "V",
  "XYL",
  "JCI",
  "CRM",
  "BALL",
  "CSCO",
  "CL",
  "DHR",
  "NEE",
  "LLY",
  "AWK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 34
Total Value: 8419800897
Accession Number: 0001172661-25-002088
Form Type: 13F-HR
CIK: mirova-us
Manager Name: Mirova-Us

Data Enrichment

100% identified

34 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $8.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Aptiv PLC

APTV|G3265R107

Shares:2.7M

Value:$160.1M

% of Portfolio:1.9% ($160.1M/$8.4B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:2.2M

Value:$151.5M

% of Portfolio:1.8% ($151.5M/$8.4B)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:729.0K

Value:$148.7M

% of Portfolio:1.8% ($148.7M/$8.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.9M

Value:$136.0M

% of Portfolio:1.6% ($136.0M/$8.4B)

BALL Corp

BALL|058498106

Shares:2.5M

Value:$132.5M

% of Portfolio:1.6% ($132.5M/$8.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.0M

Value:$124.3M

% of Portfolio:1.5% ($124.3M/$8.4B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:894.6K

Value:$113.1M

% of Portfolio:1.3% ($113.1M/$8.4B)

AGCO CORP /DE

AGCO|001084102

Shares:1.2M

Value:$112.4M

% of Portfolio:1.3% ($112.4M/$8.4B)

Veralto Corp

VLTO|92338C103

Shares:1.1M

Value:$104.1M

% of Portfolio:1.2% ($104.1M/$8.4B)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:690.4K

Value:$75.0M

% of Portfolio:0.9% ($75.0M/$8.4B)

Enphase Energy, Inc.

ENPH|29355A107

Shares:1.1M

Value:$68.1M

% of Portfolio:0.8% ($68.1M/$8.4B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:16.1K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$8.4B)

Johnson Controls International plc

JCI|G51502105

Shares:14.5K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$8.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:18.3K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$8.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Aptiv PLC(APTVcusipG3265R107)	2.7M	QoQ +3.50% (+91.0K) YoY NEW(+2.7M)	All Managers (Combined)	$160.1M	1.9% ($160.1M/$8.4B)	QoQ +1.82% (+$2.9M) YoY NEW(+$160.1M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	2.2M	QoQ +3.48% (+72.6K) YoY NEW(+2.2M)	All Managers (Combined)	$151.5M	1.8% ($151.5M/$8.4B)	QoQ +0.39% (+$592.8K) YoY NEW(+$151.5M)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	729.0K	QoQ +3.56% (+25.1K) YoY +4.10% (-28.8K)	All Managers (Combined)	$148.7M	1.8% ($148.7M/$8.4B)	QoQ +3.87% (+$5.6M) YoY -0.11% (-$175.6K)
Edwards Lifesciences Corp(EWcusip28176E108)	1.9M	QoQ +3.74% (+67.8K) YoY +121.94% (+1.0M)	All Managers (Combined)	$136.0M	1.6% ($136.0M/$8.4B)	QoQ +1.57% (+$2.1M) YoY +68.34% (+$55.2M)
BALL Corp(BALLcusip058498106)	2.5M	QoQ +4.64% (-112.9K) YoY +2.50% (-62.1K)	All Managers (Combined)	$132.5M	1.6% ($132.5M/$8.4B)	QoQ -1.16% (-$1.6M) YoY -20.76% (-$34.7M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.0M	QoQ +3.59% (+35.4K) YoY NEW(+1.0M)	All Managers (Combined)	$124.3M	1.5% ($124.3M/$8.4B)	QoQ +4.44% (+$5.3M) YoY NEW(+$124.3M)
FIRST SOLAR, INC.(FSLRcusip336433107)	894.6K	QoQ +38.41% (-248.3K) YoY +1572.24% (+841.1K)	All Managers (Combined)	$113.1M	1.3% ($113.1M/$8.4B)	QoQ -0.70% (-$799.4K) YoY +1152.49% (+$104.1M)
AGCO CORP /DE(AGCOcusip001084102)	1.2M	QoQ +3.54% (+41.6K) YoY +3.36% (-39.5K)	All Managers (Combined)	$112.4M	1.3% ($112.4M/$8.4B)	QoQ +2.54% (+$2.8M) YoY -22.22% (-$32.1M)
Veralto Corp(VLTOcusip92338C103)	1.1M	QoQ +3.50% (-36.2K) YoY +3.37% (+34.9K)	All Managers (Combined)	$104.1M	1.2% ($104.1M/$8.4B)	QoQ -0.96% (-$1.0M) YoY +13.62% (+$12.5M)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	690.4K	QoQ +69.39% (+282.8K) YoY NEW(+690.4K)	All Managers (Combined)	$75.0M	0.9% ($75.0M/$8.4B)	QoQ +59.21% (+$27.9M) YoY NEW(+$75.0M)
Enphase Energy, Inc.(ENPHcusip29355A107)	1.1M	QoQ +92.82% (+528.0K) YoY +94.54% (-533.0K)	All Managers (Combined)	$68.1M	0.8% ($68.1M/$8.4B)	QoQ +74.20% (+$29.0M) YoY -0.21% (-$149.8K)
COLGATE PALMOLIVE CO(CLcusip194162103)	16.1K	QoQ +35.96% (+4.3K) YoY NEW(+16.1K)	All Managers (Combined)	$1.5M	0.0% ($1.5M/$8.4B)	QoQ +40.14% (+$432.4K) YoY NEW(+$1.5M)
Johnson Controls International plc(JCIcusipG51502105)	14.5K	QoQ +35.97% (+3.8K) YoY NEW(+14.5K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$8.4B)	QoQ +38.00% (+$318.9K) YoY NEW(+$1.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	18.3K	QoQ +35.99% (+4.8K) YoY NEW(+18.3K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$8.4B)	QoQ +41.76% (+$333.0K) YoY NEW(+$1.1M)