Triodos Investment Management BV
50 holdingsFiling period: 2026-06-30Current AUM: $1.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | Kla Corp | 340.0K | $102.4M | $56.8M | 3.54% | +290.1K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 207.2K | $98.9M | $89.5M | 5.58% | -13,100 | 2026-06-30 |
| 3 | PANW | Palo Alto Networks Inc | 285.3K | $97.2M | $108.4M | 6.76% | +2.8K | 2026-06-30 |
| 4 | WMS | Advanced Drain Sys Inc Del | 528.3K | $82.9M | $72.1M | 4.50% | -8,400 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 384.6K | $76.8M | $82.0M | 5.11% | -10,400 | 2026-06-30 |
| 6 | FSLR | First Solar Inc | 321.3K | $75.7M | $56.8M | 3.54% | +43.6K | 2026-06-30 |
| 7 | MA | Mastercard Incorporated | 118.5K | $60.8M | $75.3M | 4.70% | +17.1K | 2026-06-30 |
| 8 | EBAY | Ebay Inc | 526.5K | $58.8M | $63.8M | 3.98% | -11,700 | 2026-06-30 |
| 9 | DAR | Darling Ingredients Inc | 1.04M | $56.6M | $57.1M | 3.56% | +102.0K | 2026-06-30 |
| 10 | GEN | Gen Digital Inc | 2.03M | $50.5M | $57.2M | 3.57% | +260.5K | 2026-06-30 |
| 11 | DE | Deere & Co | 74.0K | $47.0M | $48.9M | 3.05% | -1,450 | 2026-06-30 |
| 12 | — | Millicom Intl Cellular S A | 504.0K | $45.7M | $45.7M | 2.85% | -14,000 | 2026-06-30 |
| 13 | EW | Edwards Lifesciences Corp | 493.4K | $44.6M | $46.6M | 2.91% | -8,500 | 2026-06-30 |
| 14 | WTS | Watts Water Technologies Inc | 105.0K | $41.1M | $36.8M | 2.30% | +19.0K | 2026-06-30 |
| 15 | PG | Procter & Gamble Co | 277.1K | $40.6M | $44.5M | 2.77% | +22.0K | 2026-06-30 |
| 16 | CSL | Carlisle Cos Inc | 106.8K | $38.7M | $39.6M | 2.47% | +17.0K | 2026-06-30 |
| 17 | LLY | Eli Lilly & Co | 32.0K | $38.4M | $44.0M | 2.75% | +7.0K | 2026-06-30 |
| 18 | ISRG | Intuitive Surgical Inc | 89.2K | $35.5M | $40.0M | 2.49% | +8.8K | 2026-06-30 |
| 19 | VLTO | Veralto Corp | 396.5K | $35.2M | $41.3M | 2.57% | +102.0K | 2026-06-30 |
| 20 | AYI | Acuity Inc | 93.0K | $35.0M | $30.4M | 1.90% | -- | 2026-06-30 |
| 21 | AKAM | Akamai Technologies Inc | 293.2K | $34.6M | $29.1M | 1.82% | -4,700 | 2026-06-30 |
| 22 | T | AT&T Inc | 1.67M | $34.6M | $34.9M | 2.18% | +380.0K | 2026-06-30 |
| 23 | XYL | Xylem Inc | 235.5K | $27.8M | $21.4M | 1.33% | -3,000 | 2026-06-30 |
| 24 | RMD | Resmed Inc | 142.0K | $27.7M | $35.9M | 2.24% | +22.9K | 2026-06-30 |
| 25 | — | Smurfit Westrock PLC | 586.3K | $27.1M | $27.1M | 1.69% | -- | 2026-06-30 |
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