MIROVA
185 holdingsFiling period: 2026-06-30Current AUM: $2.71Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 905.2K | $181.1M | $192.0M | 7.10% | +35.8K | 2026-06-30 |
| 2 | CDNS | CADENCE DESIGN SYSTEM INC | 271.5K | $101.9M | $74.4M | 2.75% | +39.5K | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 263.2K | $98.2M | $130.8M | 4.83% | +74.3K | 2026-06-30 |
| 4 | AVGO | BROADCOM INC | 221.9K | $83.8M | $75.3M | 2.78% | +52.1K | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 215.7K | $77.1M | $74.4M | 2.75% | +34.9K | 2026-06-30 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 124.5K | $72.3M | $62.8M | 2.32% | -58,175 | 2026-06-30 |
| 7 | SNOW | SNOWFLAKE INC | 247.2K | $62.9M | $79.8M | 2.95% | -10,461 | 2026-06-30 |
| 8 | SNPS | SYNOPSYS INC | 124.6K | $55.6M | $45.8M | 1.69% | -27,322 | 2026-06-30 |
| 9 | KLAC | KLA CORP | 183.8K | $55.4M | $30.9M | 1.14% | +164.1K | 2026-06-30 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 66.8K | $51.0M | $64.8M | 2.39% | -50,824 | 2026-06-30 |
| 11 | MDB | MONGODB INC | 128.9K | $43.3M | $48.7M | 1.80% | +31.6K | 2026-06-30 |
| 12 | VRT | VERTIV HOLDINGS CO | 126.0K | $42.2M | $29.6M | 1.09% | -25,387 | 2026-06-30 |
| 13 | WM | WASTE MGMT INC DEL | 184.7K | $41.2M | $40.1M | 1.48% | +18.2K | 2026-06-30 |
| 14 | BSY | BENTLEY SYS INC | 1.37M | $41.0M | $43.8M | 1.62% | +115.3K | 2026-06-30 |
| 15 | PWR | QUANTA SVCS INC | 55.4K | $39.9M | $34.0M | 1.26% | +39.4K | 2026-06-30 |
| 16 | ECL | ECOLAB INC | 139.5K | $38.9M | $38.3M | 1.42% | -63,107 | 2026-06-30 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 93.4K | $37.1M | $35.2M | 1.30% | +2.1K | 2026-06-30 |
| 18 | VLTO | VERALTO CORP | 418.2K | $37.1M | $39.9M | 1.48% | +64.0K | 2026-06-30 |
| 19 | IEX | IDEX CORP | 151.9K | $34.5M | $33.8M | 1.25% | -8,827 | 2026-06-30 |
| 20 | DDOG | DATADOG INC | 124.7K | $32.5M | $28.7M | 1.06% | +52.0K | 2026-06-30 |
| 21 | — | NVENT ELEC PLC | 190.2K | $32.3M | $32.3M | 1.19% | -130,318 | 2026-06-30 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | 64.0K | $32.1M | $41.0M | 1.52% | -9,318 | 2026-06-30 |
| 23 | JBTM | JBT MAREL CORPORATION | 208.2K | $30.2M | $23.2M | 0.86% | +13.8K | 2026-06-30 |
| 24 | XYL | XYLEM INC | 253.8K | $30.0M | $27.3M | 1.01% | +9.3K | 2026-06-30 |
| 25 | PANW | PALO ALTO NETWORKS INC | 86.5K | $29.5M | $32.4M | 1.20% | -100,105 | 2026-06-30 |
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