Holdings of MIROVA
160 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 29.6 % of the equity sleeve
Sector breakdown
- Technology 33.8 %
- Health care 12.4 %
- Industrials 9.1 %
- Communication 3.8 %
- Materials 2.8 %
- Real estate 2.2 %
- Financials 2.2 %
- Consumer discretionary 1.6 %
- Consumer staples 1.2 %
- Utilities 1.0 %
- Unattributed 30.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- NL 0.7 %
- TW 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 158 | 2.2B $ | 99.32 % |
| 2 | NL | 1 | 14.5M $ | 0.65 % |
| 3 | TW | 1 | 554.9K $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 869,338 | 151.6M $ | |
| 2 | Microsoft Corp | 188,849 | 69.9M $ | |
| 3 | Cadence Design Systems Inc | 232,032 | 64.5M $ | |
| 4 | ServiceNow Inc | 611,772 | 64M $ | |
| 5 | Synopsys Inc | 151,873 | 60.2M $ | |
| 6 | Ecolab Inc | 202,638 | 53.9M $ | |
| 7 | Broadcom Inc | 169,717 | 52.5M $ | |
| 8 | Alphabet Inc | 180,834 | 52M $ | |
| 9 | Crowdstrike Holdings Inc | 117,624 | 45.9M $ | |
| 10 | Bentley Systems Inc | 1,257,702 | 44.2M $ | |
| 11 | Intuitive Surgical Inc | 91,279 | 42.1M $ | |
| 12 | Snowflake Inc | 257,688 | 38.9M $ | |
| 13 | Waste Management Inc | 166,449 | 38.2M $ | |
| 14 | Vertiv Holdings Co | 151,388 | 37.9M $ | |
| 15 | Clean Harbors Inc | 130,675 | 37.5M $ | |
| 16 | Advanced Micro Devices Inc | 182,667 | 37.2M $ | |
| 17 | Thermo Fisher Scientific Inc | 73,275 | 36M $ | |
| 18 | First Solar Inc | 161,443 | 31.8M $ | |
| 19 | Veralto Corp | 354,189 | 31.3M $ | |
| 20 | IDEX Corp | 160,700 | 30.5M $ | |
| 21 | Palo Alto Networks Inc | 186,566 | 29.9M $ | |
| 22 | Xylem Inc/NY | 244,505 | 29.2M $ | |
| 23 | KLA Corp | 19,632 | 28.9M $ | |
| 24 | JBT Marel Corp | 194,430 | 24.9M $ | |
| 25 | Danaher Corp | 130,964 | 24.8M $ | |
| 26 | PTC Inc | 173,039 | 24.7M $ | |
| 27 | MongoDB Inc | 97,300 | 23.8M $ | |
| 28 | Advanced Drainage Systems Inc | 172,152 | 23.6M $ | |
| 29 | Equinix Inc | 22,604 | 22.2M $ | |
| 30 | American Water Works Co Inc | 156,590 | 21.3M $ | |
| 31 | Core & Main Inc | 418,000 | 20.6M $ | |
| 32 | Eli Lilly & Co | 22,170 | 20.4M $ | |
| 33 | Manhattan Associates Inc | 148,622 | 19.8M $ | |
| 34 | API Group Corp | 482,616 | 19.6M $ | |
| 35 | Digital Realty Trust Inc | 105,387 | 19M $ | |
| 36 | Tetra Tech Inc | 611,722 | 18.4M $ | |
| 37 | Dexcom Inc | 292,754 | 18.4M $ | |
| 38 | PROCEPT BIOROBOTICS CORP | 723,842 | 18.1M $ | |
| 39 | Trimble Inc | 265,711 | 17.3M $ | |
| 40 | OSI Systems Inc | 65,007 | 17.3M $ | |
| 41 | Motorola Solutions Inc | 37,823 | 16.4M $ | |
| 42 | Littelfuse Inc | 47,410 | 16.1M $ | |
| 43 | Essential Utilities Inc | 392,726 | 15.8M $ | |
| 44 | Netflix Inc | 160,622 | 15.4M $ | |
| 45 | Westinghouse Air Brake Technologies Corp | 61,481 | 15.4M $ | |
| 46 | Roper Technologies Inc | 43,035 | 15.2M $ | |
| 47 | Zscaler Inc | 105,882 | 14.9M $ | |
| 48 | Argenx SE | 19,833 | 14.5M $ | |
| 49 | Stryker Corp | 43,973 | 14.4M $ | |
| 50 | Nasdaq Inc | 165,715 | 14.1M $ | |
| 51 | Ferguson Enterprises Inc | 57,804 | 13.5M $ | |
| 52 | MSA Safety Inc | 80,640 | 13.2M $ | |
| 53 | Itron Inc | 139,570 | 12.5M $ | |
| 54 | Emerson Electric Co. | 95,408 | 12.5M $ | |
| 55 | Axon Enterprise Inc | 28,564 | 12.1M $ | |
| 56 | Applied Industrial Technologies Inc | 45,585 | 12.1M $ | |
| 57 | Tyler Technologies Inc | 35,170 | 12M $ | |
| 58 | Rollins Inc | 224,568 | 12M $ | |
| 59 | eBay Inc | 131,297 | 12M $ | |
| 60 | Autodesk Inc | 49,886 | 11.9M $ | |
| 61 | EnerSys | 67,438 | 11.7M $ | |
| 62 | Visa Inc | 37,929 | 11.5M $ | |
| 63 | H2O America | 195,246 | 11.5M $ | |
| 64 | A O Smith Corp | 172,000 | 11.3M $ | |
| 65 | Keysight Technologies Inc | 39,821 | 11.2M $ | |
| 66 | TransUnion | 154,637 | 10.7M $ | |
| 67 | AECOM | 123,635 | 10.5M $ | |
| 68 | Generac Holdings Inc | 53,187 | 10.4M $ | |
| 69 | Middlesex Water Co | 196,000 | 10.2M $ | |
| 70 | Agilent Technologies Inc | 88,559 | 10.1M $ | |
| 71 | Symbotic Inc | 189,642 | 10.1M $ | |
| 72 | Colgate-Palmolive Co | 114,813 | 9.8M $ | |
| 73 | Bruker Corp | 269,877 | 9.7M $ | |
| 74 | American Express Co | 31,878 | 9.6M $ | |
| 75 | CryoPort Inc | 1,158,277 | 9.6M $ | |
| 76 | Cintas Corp | 56,593 | 9.6M $ | |
| 77 | Procter & Gamble Co/The | 66,256 | 9.6M $ | |
| 78 | Zoetis Inc | 76,968 | 9.1M $ | |
| 79 | Quanta Services Inc | 16,013 | 8.8M $ | |
| 80 | Datadog Inc | 72,649 | 8.6M $ | |
| 81 | Iron Mountain Inc | 83,040 | 8.5M $ | |
| 82 | Planet Labs PBC | 295,208 | 8.3M $ | |
| 83 | Verizon Communications Inc | 161,329 | 8.1M $ | |
| 84 | Modine Manufacturing Co | 36,500 | 7.9M $ | |
| 85 | Weyerhaeuser Co | 322,593 | 7.9M $ | |
| 86 | Zurn Elkay Water Solutions Corp | 167,277 | 7.5M $ | |
| 87 | Lowe's Cos Inc | 30,301 | 7.2M $ | |
| 88 | Best Buy Co Inc | 107,977 | 6.9M $ | |
| 89 | Mirion Technologies Inc | 368,380 | 6.8M $ | |
| 90 | HealthEquity Inc | 80,608 | 6.7M $ | |
| 91 | TJX Cos Inc/The | 41,558 | 6.6M $ | |
| 92 | Costco Wholesale Corp | 6,394 | 6.4M $ | |
| 93 | Avery Dennison Corp | 36,533 | 6.3M $ | |
| 94 | Zebra Technologies Corp | 29,547 | 6.2M $ | |
| 95 | AbbVie Inc | 28,049 | 6.1M $ | |
| 96 | Boston Scientific Corp | 95,933 | 6M $ | |
| 97 | Badger Meter Inc | 39,132 | 6M $ | |
| 98 | Natera Inc | 29,417 | 5.9M $ | |
| 99 | Sunrun Inc | 425,416 | 5.8M $ | |
| 100 | Tapestry Inc | 39,731 | 5.6M $ | |