Holdings of MIROVA

Name: Holdings of MIROVA
Creator: Titelia
License: https://titelia.com/en/sources

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Net assets: -
Positions: 160 in 3 countries
Top ten: 29.6 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
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 $

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Sector breakdown

Technology 33.8 %
Health care 12.2 %
Industrials 9.1 %
Communication 3.8 %
Materials 2.8 %
Real estate 2.2 %
Financials 2.2 %
Consumer discretionary 1.6 %
Consumer staples 1.4 %
Utilities 1.0 %
Unattributed 30.0 %

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 99.3 %
Netherlands 0.7 %
Taiwan 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	United States	158	2.2B $	99.32 %
2	Netherlands	1	14.5M $	0.65 %
3	Taiwan	1	554.9K $	0.02 %

Cite this page

Titelia. "Holdings of MIROVA". https://titelia.com/en/funds/US13F1767843