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Size ($ in 1000's)
At 12/31/2023: $488,247
At 09/30/2023: $496,643
Combined Holding Report Includes:
MIROVA
Mirova US LLC
Natixis Investment Managers SA
Mirova holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mirova 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Mirova top holdings by largest position size, as per the latest 13f filing made by Mirova.
In the Mirova-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mirova in that top holding, then the share count change between reporting periods, and finally the Mirova top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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
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