Holdings of Mirova Global Megatrends Fund
Natixis Funds Trust I · 50 declared positions · as of Mar 31, 2026
Original filing · Net assets 638.3M $ · Ten largest lines: 37.5 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Health care 16.9 %
- Industrials 10.5 %
- Consumer discretionary 7.3 %
- Utilities 6.9 %
- Materials 5.0 %
- Financials 4.7 %
- Funds 2.1 %
- Consumer staples 0.8 %
- Unattributed 15.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 72.5 %
- EUR 18.9 %
- GBP 6.0 %
- JPY 1.5 %
- DKK 1.1 %
The quoted currency of each line, as declared.
Country breakdown
- US 65.4 %
- GB 5.9 %
- NL 4.5 %
- FR 4.3 %
- TW 4.1 %
- CA 4.0 %
- ES 3.3 %
- DE 3.2 %
- BE 1.6 %
- JP 1.5 %
- PT 1.2 %
- DK 1.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 31 | 404.1M $ | 65.43 % |
| GB | 4 | 36.2M $ | 5.87 % |
| NL | 2 | 27.9M $ | 4.52 % |
| FR | 3 | 26.6M $ | 4.31 % |
| TW | 1 | 25.1M $ | 4.07 % |
| CA | 2 | 24.5M $ | 3.96 % |
| ES | 1 | 20.1M $ | 3.26 % |
| DE | 2 | 20M $ | 3.24 % |
| BE | 1 | 9.8M $ | 1.59 % |
| JP | 1 | 9.4M $ | 1.53 % |
| PT | 1 | 7.2M $ | 1.17 % |
| DK | 1 | 6.5M $ | 1.05 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| NVIDIA Corp | 255,761 | 44.6M $ | 6.99 % |
| Microsoft Corp | 79,438 | 29.4M $ | 4.61 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 74,328 | 25.1M $ | 3.94 % |
| Mastercard Inc | 48,954 | 24.5M $ | 3.83 % |
| Iberdrola SA | 878,246 | 20.1M $ | 3.15 % |
| TJX Cos Inc/The | 122,934 | 19.6M $ | 3.08 % |
| Broadcom Inc | 56,587 | 17.5M $ | 2.74 % |
| NextEra Energy Inc | 188,450 | 17.5M $ | 2.74 % |
| Eli Lilly & Co | 18,279 | 16.8M $ | 2.63 % |
| Shopify Inc | 138,214 | 16.4M $ | 2.57 % |
| Waste Management Inc | 68,863 | 15.8M $ | 2.48 % |
| Thermo Fisher Scientific Inc | 31,810 | 15.6M $ | 2.45 % |
| Ecolab Inc | 57,357 | 15.3M $ | 2.39 % |
| ASML Holding NV | 11,398 | 15.2M $ | 2.37 % |
| Hubbell Inc | 29,548 | 14.5M $ | 2.27 % |
| eBay Inc | 154,279 | 14M $ | 2.20 % |
| Vertiv Holdings Co | 52,449 | 13.1M $ | 2.06 % |
| Palo Alto Networks Inc | 80,331 | 12.9M $ | 2.02 % |
| Adyen NV | 12,778 | 12.8M $ | 2.00 % |
| AstraZeneca PLC | 63,884 | 12.5M $ | 1.96 % |
| Intuitive Surgical Inc | 26,869 | 12.4M $ | 1.94 % |
| EssilorLuxottica SA | 48,716 | 11.4M $ | 1.78 % |
| Lowe's Cos Inc | 47,781 | 11.3M $ | 1.77 % |
| RELX PLC | 335,095 | 11M $ | 1.72 % |
| Edwards Lifesciences Corp | 135,695 | 10.9M $ | 1.70 % |
| SAP SE | 62,620 | 10.7M $ | 1.67 % |
| Xylem Inc/NY | 89,015 | 10.6M $ | 1.67 % |
| Air Liquide SA | 48,569 | 10M $ | 1.57 % |
| Danaher Corp | 51,984 | 9.9M $ | 1.54 % |
| KBC Group NV | 80,182 | 9.8M $ | 1.54 % |
| Sekisui House Ltd | 420,966 | 9.4M $ | 1.48 % |
| Symrise AG | 109,555 | 9.4M $ | 1.47 % |
| AGCO Corp | 80,376 | 9.3M $ | 1.46 % |
| Ball Corp | 138,784 | 8.2M $ | 1.29 % |
| Canadian Pacific Kansas City Ltd | 102,612 | 8.1M $ | 1.26 % |
| Veralto Corp | 86,434 | 7.6M $ | 1.20 % |
| Legal & General Group PLC | 2,325,309 | 7.6M $ | 1.20 % |
| EDP SA | 1,369,436 | 7.2M $ | 1.14 % |
| Boston Scientific Corp | 113,949 | 7.2M $ | 1.12 % |
| Accenture PLC | 34,542 | 6.8M $ | 1.07 % |
| First Solar Inc | 33,945 | 6.7M $ | 1.05 % |
| Vestas Wind Systems A/S | 214,985 | 6.5M $ | 1.02 % |
| Watts Water Technologies Inc | 21,146 | 6.1M $ | 0.96 % |
| Smurfit Westrock PLC | 142,517 | 5.7M $ | 0.89 % |
| Salesforce Inc | 30,378 | 5.7M $ | 0.89 % |
| Credit Agricole SA | 280,840 | 5.2M $ | 0.82 % |
| American Water Works Co Inc | 38,182 | 5.2M $ | 0.81 % |
| Unilever PLC | 90,640 | 5.1M $ | 0.80 % |
| Visa Inc | 15,769 | 4.8M $ | 0.75 % |
| Advanced Drainage Systems Inc | 32,831 | 4.5M $ | 0.71 % |