Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
THERMO FISHER SCIENTIFIC INC | 211,416 | +1,012 | $112,217 |
TMO | 211,416 | +1,012 | $112,217 |
ACCENTURE PLC IRELAND | 117,096 | -3,617 | $41,090 |
ACN | 117,096 | -3,617 | $41,090 |
ECOLAB INC | 160,013 | -4,568 | $31,739 |
ECL | 160,013 | -4,568 | $31,739 |
CGI INC | 279,516 | -7,043 | $30,091 |
GIB | 279,516 | -7,043 | $30,091 |
ENPHASE ENERGY INC | 221,501 | -71,615 | $29,269 |
ENPH | 221,501 | -71,615 | $29,269 |
SUNRUN INC | 752,965 | -1,276,003 | $14,781 |
RUN | 752,965 | -1,276,003 | $14,781 |
MICROSOFT CORP | 37,410 | -184 | $14,068 |
MSFT | 37,410 | -184 | $14,068 |
ELI LILLY & CO | 21,712 | -2,456 | $12,656 |
LLY | 21,712 | -2,456 | $12,656 |
NVIDIA CORPORATION | 20,619 | -1,284 | $10,211 |
NVDA | 20,619 | -1,284 | $10,211 |
AGCO CORP | 74,930 | -983 | $9,097 |
AGCO | 74,930 | -983 | $9,097 |
WASTE MGMT INC DEL | 45,297 | +284 | $8,113 |
WM | 45,297 | +284 | $8,113 |
AMERICAN WTR WKS CO INC NEW | 57,452 | -33 | $7,583 |
AWK | 57,452 | -33 | $7,583 |
VISA INC | 27,691 | UNCH | $7,209 |
V | 27,691 | UNCH | $7,209 |
PROCTER AND GAMBLE CO | 42,669 | -29 | $6,253 |
PG | 42,669 | -29 | $6,253 |
AMERICAN EXPRESS CO | 30,643 | +1,309 | $5,741 |
AXP | 30,643 | +1,309 | $5,741 |
UNION PAC CORP | 22,704 | -2,505 | $5,577 |
UNP | 22,704 | -2,505 | $5,577 |
ADOBE INC | 9,175 | -549 | $5,474 |
ADBE | 9,175 | -549 | $5,474 |
TRIMBLE INC | 101,468 | -24,187 | $5,398 |
TRMB | 101,468 | -24,187 | $5,398 |
INTUITIVE SURGICAL INC | 15,503 | -15 | $5,230 |
ISRG | 15,503 | -15 | $5,230 |
STRYKER CORPORATION | 17,075 | -14 | $5,113 |
SYK | 17,075 | -14 | $5,113 |
GENERAL MTRS CO | 141,611 | UNCH | $5,087 |
GM | 141,611 | UNCH | $5,087 |
IDEX CORP | 21,977 | -4,670 | $4,771 |
IEX | 21,977 | -4,670 | $4,771 |
LAUDER ESTEE COS INC | 30,521 | +1,592 | $4,464 |
EL | 30,521 | +1,592 | $4,464 |
COLGATE PALMOLIVE CO | 55,592 | -91 | $4,431 |
CL | 55,592 | -91 | $4,431 |
BENTLEY SYS INC | 84,045 | -2,171 | $4,385 |
BSY | 84,045 | -2,171 | $4,385 |
INTERNATIONAL FLAVORS&FRAGRA | 52,349 | -29,448 | $4,239 |
IFF | 52,349 | -29,448 | $4,239 |
QUANTA SVCS INC | 19,459 | +19,459 | $4,199 |
PWR | 19,459 | +19,459 | $4,199 |
WORKDAY INC | 14,705 | UNCH | $4,059 |
WDAY | 14,705 | UNCH | $4,059 |
TETRA TECH INC NEW | 23,938 | -10,659 | $3,996 |
TTEK | 23,938 | -10,659 | $3,996 |
TRANE TECHNOLOGIES PLC | 15,300 | +15,300 | $3,732 |
TT | 15,300 | +15,300 | $3,732 |
SALESFORCE INC | 13,468 | -813 | $3,544 |
CRM | 13,468 | -813 | $3,544 |
LINDE PLC | 8,601 | +3,078 | $3,533 |
LIN | 8,601 | +3,078 | $3,533 |
FIRST SOLAR INC | 20,234 | -3,677 | $3,486 |
FSLR | 20,234 | -3,677 | $3,486 |
ROCKWELL AUTOMATION INC | 10,611 | +10,611 | $3,295 |
ROK | 10,611 | +10,611 | $3,295 |
ANSYS INC | 8,961 | -8,611 | $3,252 |
ANSS | 8,961 | -8,611 | $3,252 |
ON SEMICONDUCTOR CORP | 37,992 | +37,992 | $3,173 |
ON | 37,992 | +37,992 | $3,173 |
SERVICENOW INC | 4,429 | -419 | $3,129 |
NOW | 4,429 | -419 | $3,129 |
EXPONENT INC | 34,108 | +34,108 | $3,003 |
EXPO | 34,108 | +34,108 | $3,003 |
BROOKFIELD RENEWABLE CORP | 102,007 | -57,354 | $2,937 |
BEPC | 102,007 | -57,354 | $2,937 |
LULULEMON ATHLETICA INC | 5,194 | -1,779 | $2,656 |
LULU | 5,194 | -1,779 | $2,656 |
XYLEM INC | 20,982 | +1,634 | $2,400 |
XYL | 20,982 | +1,634 | $2,400 |
GODADDY INC | 22,117 | -25,195 | $2,348 |
GDDY | 22,117 | -25,195 | $2,348 |
STERICYCLE INC | 46,917 | -1,440 | $2,325 |
SRCL | 46,917 | -1,440 | $2,325 |
AMERESCO INC | 72,640 | +7,934 | $2,301 |
AMRC | 72,640 | +7,934 | $2,301 |
WEYERHAEUSER CO MTN BE | 64,791 | +62,173 | $2,253 |
WY | 64,791 | +62,173 | $2,253 |
APTIV PLC | 24,095 | -10,211 | $2,162 |
APTV | 24,095 | -10,211 | $2,162 |
NEXTERA ENERGY INC | 35,423 | -363 | $2,152 |
NEE | 35,423 | -363 | $2,152 |
AUTODESK INC | 8,632 | -11,148 | $2,102 |
ADSK | 8,632 | -11,148 | $2,102 |
BRIGHT HORIZONS FAM SOL IN D | 21,465 | -12,230 | $2,023 |
BFAM | 21,465 | -12,230 | $2,023 |
CYBERARK SOFTWARE LTD | 9,075 | -8,303 | $1,988 |
CYBR | 9,075 | -8,303 | $1,988 |
See Full List: All Stocks Held By Mirova
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Mirova
Size ($ in 1000's)
At 12/31/2023: $488,247 At 09/30/2023: $496,643 Combined Holding Report Includes:
Mirova holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mirova 13F filings. Link to 13F filings: SEC filings |