Titelia

Holdings of Triodos Investment Management BV

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Net assets
-
Positions
47 in 2 countries
Top ten
46.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 220,25374.4M $
2Advanced Drainage Systems Inc 536,71173.6M $
3KLA Corp 49,95173.5M $
4NVIDIA Corp 394,97068.8M $
5Darling Ingredients Inc 933,91457.8M $
6First Solar Inc 277,60054.7M $
7Mastercard Inc 101,36450.6M $
8eBay Inc 538,19849M $
9Palo Alto Networks Inc 282,50045.3M $
10Deere & Co 75,50042.5M $
11Edwards Lifesciences Corp 501,85840.2M $
12AT&T Inc 1,290,26537.4M $
13Intuitive Surgical Inc 80,38737.1M $
14Procter & Gamble Co/The 255,09536.8M $
15Akamai Technologies Inc 297,92434.2M $
16Gen Digital Inc 1,769,53833.3M $
17Carlisle Cos Inc 89,75029.9M $
18Xylem Inc/NY 238,50028.5M $
19Mueller Water Products Inc 1,008,00027.7M $
20Planet Fitness Inc 370,00027.5M $
21ResMed Inc 119,10026.7M $
22Acuity Inc 93,00026.1M $
23Veralto Corp 294,50026M $
24Watts Water Technologies Inc 86,00025M $
25Eli Lilly & Co 25,08023.1M $
26HA Sustainable Infrastructure Capital Inc 550,00020.2M $
27MSA Safety Inc 122,00020M $
28California Water Service Group 414,00018.8M $
29Strategic Education Inc 220,00018.2M $
30Cooper Cos Inc/The 248,25017.7M $
31Gentex Corp 801,00017.5M $
32Owens Corning 156,00016.9M $
33Universal Display Corp 161,00014.7M $
34Zebra Technologies Corp 69,00014.4M $
35Badger Meter Inc 65,0009.9M $
36Ingredion Inc 79,0008.9M $
37Sprouts Farmers Market Inc 92,0007.1M $
38Hologic Inc 62,7504.7M $
39Zurn Elkay Water Solutions Corp 87,0003.9M $
40Revvity Inc 37,5003.3M $
41Bright Horizons Family Solutions Inc 38,5003.2M $
42Stride Inc 32,5002.9M $
43Kimberly-Clark Corp 28,0002.7M $
44Blackbaud Inc 66,0002.5M $
45OrthoPediatrics Corp 147,0002.3M $
46Life360 Inc 42,0001.7M $
47Duolingo Inc 11,0001.1M $

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Sector breakdown

  • Technology 20.8 %
  • Health care 12.1 %
  • Industrials 5.6 %
  • Financials 4.0 %
  • Consumer discretionary 3.9 %
  • Consumer staples 3.1 %
  • Communication 3.0 %
  • Unattributed 47.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.1 %
  • Taiwan 5.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States461.2B $94.10 %
2Taiwan174.4M $5.90 %
Cite this page

Titelia. "Holdings of Triodos Investment Management BV". https://titelia.com/en/funds/US13F1748729