Mirova Incresed Positions in Q2 2025

Mirova

  • $692 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.8K
+ 11.72%
$94.31 - $157.99 $2.62M - $4.39M
265K $41.8M
MSFT
Microsoft Corp

Technology
10.5K
+ 15.5%
$354.56 - $497.45 $3.73M - $5.23M
78.3K $39M
TRMB
Trimble Inc.

Technology
97.3K
+ 70.93%
$55.12 - $75.98 $5.37M - $7.4M
235K $17.8M
XYL
Xylem Inc.

Industrials
58K
+ 67.32%
$102.86 - $129.5 $5.97M - $7.52M
144K $18.7M
BSY
Bentley Systems Inc

Technology
90.2K
+ 51.35%
$38.62 - $53.97 $3.48M - $4.87M
266K $14.3M
BMI
Badger Meter Inc

Technology
23.3K
+ 92.57%
$170.72 - $254.17 $3.97M - $5.92M
48.4K $11.9M
CDNS
Cadence Design Systems Inc

Technology
19.7K
+ 132.14%
$231.64 - $323.08 $4.56M - $6.36M
34.6K $10.7M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
34.5K
+ 135.76%
$144.63 - $179.53 $4.99M - $6.2M
60K $9.87M
PNR
Pentair PLC

Industrials
54.1K
+ 227.07%
$76.17 - $103.58 $4.12M - $5.61M
78K $8.01M
CL
Colgate Palmolive CO

Consumer Defensive
58.8K
+ 81.32%
$87.57 - $96.0 $5.15M - $5.64M
131K $11.9M
EMR
Emerson Electric CO

Industrials
31.9K
+ 117.33%
$94.15 - $133.33 $3M - $4.25M
59.1K $7.87M
FSLR
First Solar, Inc.

Technology
23.2K
+ 91.87%
$120.38 - $192.98 $2.8M - $4.48M
48.5K $8.03M
ZTS
Zoetis Inc.

Healthcare
31.9K
+ 102.33%
$144.41 - $170.3 $4.61M - $5.44M
63.2K $9.85M
AWK
American Water Works Company, Inc.

Utilities
36.1K
+ 45.28%
$133.82 - $151.96 $4.83M - $5.49M
116K $16.1M
IEX
Idex Corp

Industrials
24.3K
+ 96.11%
$160.66 - $191.29 $3.91M - $4.65M
49.6K $8.71M
WM
Waste Management Inc

Industrials
18.6K
+ 28.61%
$216.47 - $242.1 $4.03M - $4.51M
83.7K $19.1M
AVY
Avery Dennison Corp

Industrials
22.6K
+ 162.84%
$159.58 - $183.97 $3.6M - $4.15M
36.4K $6.39M
ECL
Ecolab Inc.

Basic Materials
4.59K
+ 2.88%
$225.65 - $270.95 $1.04M - $1.24M
164K $44.1M
ITRI
Itron, Inc.

Technology
23.4K
+ 142.83%
$92.04 - $132.78 $2.16M - $3.11M
39.9K $5.25M
AXP
American Express CO

Financial Services
3.72K
+ 8.13%
$231.39 - $318.98 $861K - $1.19M
49.5K $15.8M
WTS
Watts Water Technologies Inc

Industrials
11.6K
+ 209.53%
$180.4 - $247.22 $2.09M - $2.86M
17.1K $4.2M
PANW
Palo Alto Networks Inc

Technology
8.17K
+ 36.37%
$152.44 - $204.64 $1.25M - $1.67M
30.6K $6.27M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
150K
+ 99.17%
$21.02 - $26.3 $3.15M - $3.94M
301K $6.34M
ISRG
Intuitive Surgical Inc

Healthcare
3.06K
+ 21.45%
$451.58 - $565.94 $1.38M - $1.73M
17.3K $9.42M
V
Visa Inc.

Financial Services
4.98K
+ 11.07%
$308.27 - $373.31 $1.53M - $1.86M
50K $17.7M
PWR
Quanta Services, Inc.

Industrials
832
+ 6.6%
$239.47 - $381.26 $199K - $317K
13.4K $5.08M
ROP
Roper Technologies Inc

Industrials
3.55K
+ 53.48%
$519.19 - $590.78 $1.84M - $2.1M
10.2K $5.78M
VITL
Vital Farms, Inc.

Consumer Defensive
43.3K
+ 262.9%
$30.52 - $38.52 $1.32M - $1.67M
59.8K $2.3M
NOW
Service Now, Inc.

Technology
385
+ 6.43%
$721.65 - $1040.18 $278K - $400K
6.38K $6.55M
PTC
Ptc Inc.

Technology
9.17K
+ 144.94%
$136.74 - $173.24 $1.25M - $1.59M
15.5K $2.67M
TTEK
Tetra Tech Inc

Industrials
24K
+ 19.84%
$28.01 - $36.25 $672K - $869K
145K $5.21M
SYK
Stryker Corp

Healthcare
2.64K
+ 10.11%
$337.37 - $395.63 $892K - $1.05M
28.8K $11.4M
TJX
Tjx Companies Inc

Consumer Cyclical
12.6K
+ 79.8%
$119.13 - $135.03 $1.5M - $1.7M
28.3K $3.5M
ENS
Ener Sys

Industrials
20.4K
+ 46.94%
$78.52 - $100.4 $1.6M - $2.04M
63.7K $5.47M
PL
Planet Labs Pbc

Industrials
181K
+ 206.52%
$2.96 - $6.1 $536K - $1.1M
269K $1.64M
CRM
Salesforce, Inc.

Technology
4.55K
+ 24.14%
$236.26 - $291.15 $1.08M - $1.33M
23.4K $6.38M
MTD
Mettler Toledo International Inc

Healthcare
1K
+ 54.09%
$970.15 - $1216.57 $974K - $1.22M
2.86K $3.36M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.84K
+ 7.18%
$50.06 - $80.8 $192K - $311K
57.4K $4.63M
NFLX
Netflix Inc

Communication Services
585
+ 111.43%
$855.86 - $1339.13 $501K - $783K
1.11K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
8.94K
+ 19.82%
$157.66 - $172.39 $1.41M - $1.54M
54K $8.61M
CYBR
Cyber Ark Software Ltd.

Technology
638
+ 6.91%
$305.98 - $406.88 $195K - $260K
9.88K $4.02M
WDAY
Workday, Inc.

Technology
2.92K
+ 13.02%
$210.47 - $274.71 $615K - $803K
25.4K $6.09M
EMBC
Embecta Corp.

Healthcare
73.9K
+ 254.21%
$9.28 - $13.3 $686K - $983K
103K $998K
CNM
Core & Main, Inc.

Industrials
3.84K
+ 11.93%
$44.53 - $60.36 $171K - $232K
36K $2.17M
TREX
Trex CO Inc

Industrials
12.2K
+ 50.46%
$50.52 - $61.77 $617K - $755K
36.4K $1.98M
GDDY
Go Daddy Inc.

Technology
2.97K
+ 11.76%
$162.11 - $192.36 $482K - $572K
28.2K $5.09M
VRT
Vertiv Holdings CO

Industrials
5K
+ 50.0%
N/A
15K $1.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
10.3K
+ 12.59%
$66.85 - $79.33 $690K - $819K
92.3K $6.79M
LLY
Eli Lilly & CO

Healthcare
2.13K
+ 7.95%
$713.71 - $898.95 $1.52M - $1.91M
28.9K $22.5M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mirova Portfolio

Follow Mirova and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mirova, based on Form 13F filings with the SEC.

News

Stay updated on Mirova with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email