Triodos Investment Management BV
50 holdingsFiling period: 2026-06-30Current AUM: $1.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 340.0K | $102.4M | $57.0M | 3.60% | +290.1K | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 207.2K | $98.9M | $85.7M | 5.42% | -13,100 | 2026-06-30 |
| 3 | PANW | PALO ALTO NETWORKS INC | 285.3K | $97.2M | $106.9M | 6.75% | +2.8K | 2026-06-30 |
| 4 | WMS | ADVANCED DRAIN SYS INC DEL | 528.3K | $82.9M | $67.2M | 4.25% | -8,400 | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 384.6K | $76.8M | $81.5M | 5.15% | -10,400 | 2026-06-30 |
| 6 | FSLR | FIRST SOLAR INC | 321.3K | $75.7M | $64.9M | 4.10% | +43.6K | 2026-06-30 |
| 7 | MA | MASTERCARD INCORPORATED | 118.5K | $60.8M | $67.9M | 4.29% | +17.1K | 2026-06-30 |
| 8 | EBAY | EBAY INC | 526.5K | $58.8M | $56.9M | 3.59% | -11,700 | 2026-06-30 |
| 9 | DAR | DARLING INGREDIENTS INC | 1.04M | $56.6M | $68.9M | 4.36% | +102.0K | 2026-06-30 |
| 10 | GEN | GEN DIGITAL INC | 2.03M | $50.5M | $63.3M | 4.00% | +260.5K | 2026-06-30 |
| 11 | DE | DEERE & CO | 74.0K | $47.0M | $50.7M | 3.20% | -1,450 | 2026-06-30 |
| 12 | — | MILLICOM INTL CELLULAR S A | 504.0K | $45.7M | $45.7M | 2.89% | -14,000 | 2026-06-30 |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 493.4K | $44.6M | $42.3M | 2.67% | -8,500 | 2026-06-30 |
| 14 | WTS | WATTS WATER TECHNOLOGIES INC | 105.0K | $41.1M | $36.8M | 2.33% | +19.0K | 2026-06-30 |
| 15 | PG | PROCTER & GAMBLE CO | 277.1K | $40.6M | $40.6M | 2.57% | +22.0K | 2026-06-30 |
| 16 | CSL | CARLISLE COS INC | 106.8K | $38.7M | $34.6M | 2.19% | +17.0K | 2026-06-30 |
| 17 | LLY | ELI LILLY & CO | 32.0K | $38.4M | $36.4M | 2.30% | +7.0K | 2026-06-30 |
| 18 | ISRG | INTUITIVE SURGICAL INC | 89.2K | $35.5M | $33.6M | 2.12% | +8.8K | 2026-06-30 |
| 19 | VLTO | VERALTO CORP | 396.5K | $35.2M | $37.9M | 2.39% | +102.0K | 2026-06-30 |
| 20 | AYI | ACUITY INC | 93.0K | $35.0M | $27.9M | 1.76% | -- | 2026-06-30 |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | 293.2K | $34.6M | $30.9M | 1.95% | -4,700 | 2026-06-30 |
| 22 | T | AT&T INC | 1.67M | $34.6M | $44.6M | 2.82% | +380.0K | 2026-06-30 |
| 23 | XYL | XYLEM INC | 235.5K | $27.8M | $25.3M | 1.60% | -3,000 | 2026-06-30 |
| 24 | RMD | RESMED INC | 142.0K | $27.7M | $32.6M | 2.06% | +22.9K | 2026-06-30 |
| 25 | — | SMURFIT WESTROCK PLC | 586.3K | $27.1M | $27.1M | 1.71% | -- | 2026-06-30 |
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