Filed: 2/13/2025ACC: 0001104659-25-012931
📋 What this filing means
ECOFI INVESTISSEMENTS SA filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $161.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$161.72M
Total AUM (reported)
1.15M
Total Shares
Allocation by class
COM$138.91M85.9%
CL A$7.73M4.8%
COM CL B$5.52M3.4%
COM SHS$5.37M3.3%
COMMON STOCK$3.45M2.1%
COM NEW$700.6K0.4%
CL B$45.6K0.0%
Portfolio Concentration
Top 3$28.65M17.7%
4–10$59.47M36.8%
11–25$66.32M41.0%
Rest$7.29M4.5%
Top 3 weight
17.7%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 1.15M
Sole
Full voting authority
1.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
ANSYS
SOLEShares30.60K
TypeSH
Market value$9.56M
5.91%
Sole
30.60K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares115.30K
TypeSH
Market value$9.54M
5.90%
Sole
115.30K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares43.95K
TypeSH
Market value$9.54M
5.90%
Sole
43.95K
Shared
0.00
None
0.00
WASTE MANAGEMENT
SOLEShares49.10K
TypeSH
Market value$9.18M
5.68%
Sole
49.10K
Shared
0.00
None
0.00
IQVIA HOLDINGS INC
SOLEShares50.15K
TypeSH
Market value$9.13M
5.65%
Sole
50.15K
Shared
0.00
None
0.00
XYLEM
SOLEShares84.70K
TypeSH
Market value$9.10M
5.63%
Sole
84.70K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares42.80K
TypeSH
Market value$8.30M
5.13%
Sole
42.80K
Shared
0.00
None
0.00
THERMO FISHER SCIE
SOLEShares17.05K
TypeSH
Market value$8.22M
5.08%
Sole
17.05K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares51.60K
TypeSH
Market value$7.78M
4.81%
Sole
51.60K
Shared
0.00
None
0.00
DANAHER
SOLEShares36.50K
TypeSH
Market value$7.76M
4.80%
Sole
36.50K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares51K
TypeSH
Market value$7.70M
4.76%
Sole
51K
Shared
0.00
None
0.00
STANTEC INC
SOLEShares93.80K
TypeSH
Market value$6.81M
4.21%
Sole
93.80K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares28.50K
TypeSH
Market value$6.08M
3.76%
Sole
28.50K
Shared
0.00
None
0.00
BENTLEY SYSTEMS INC-CLASS B
SOLEShares127.50K
TypeSH
Market value$5.52M
3.41%
Sole
127.50K
Shared
0.00
None
0.00
VERALTO
SOLEShares56.90K
TypeSH
Market value$5.37M
3.32%
Sole
56.90K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares11.35K
TypeSH
Market value$5.10M
3.16%
Sole
11.35K
Shared
0.00
None
0.00
FIRST SOLAR
SOLEShares30.40K
TypeSH
Market value$4.96M
3.07%
Sole
30.40K
Shared
0.00
None
0.00
METTLER-TOLEDO INTERNATIONAL
SOLEShares4.35K
TypeSH
Market value$4.93M
3.05%
Sole
4.35K
Shared
0.00
None
0.00
EMERSON ELECTRIC CO
SOLEShares35.80K
TypeSH
Market value$4.11M
2.54%
Sole
35.80K
Shared
0.00
None
0.00
REPUBLIC SERVICES
SOLEShares19.50K
TypeSH
Market value$3.63M
2.25%
Sole
19.50K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares8.50K
TypeSH
Market value$3.57M
2.21%
Sole
8.50K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGY
SOLEShares47.60K
TypeSH
Market value$3.45M
2.13%
Sole
47.60K
Shared
0.00
None
0.00
VALMONT INDUSTRIES
SOLEShares9.90K
TypeSH
Market value$2.81M
1.74%
Sole
9.90K
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares61.20K
TypeSH
Market value$1.24M
0.77%
Sole
61.20K
Shared
0.00
None
0.00
J.P.MORGAN CHASE & CO
SOLEShares4.60K
TypeSH
Market value$1.02M
0.63%
Sole
4.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANSYSSOLE | COM | 30.60K | SH | $9.56M 5.91% | 30.60K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 115.30K | SH | $9.54M 5.90% | 115.30K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 43.95K | SH | $9.54M 5.90% | 43.95K | 0.00 | 0.00 |
WASTE MANAGEMENTSOLE | COM | 49.10K | SH | $9.18M 5.68% | 49.10K | 0.00 | 0.00 |
IQVIA HOLDINGS INCSOLE | COM | 50.15K | SH | $9.13M 5.65% | 50.15K | 0.00 | 0.00 |
XYLEMSOLE | COM | 84.70K | SH | $9.10M 5.63% | 84.70K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 42.80K | SH | $8.30M 5.13% | 42.80K | 0.00 | 0.00 |
THERMO FISHER SCIESOLE | COM | 17.05K | SH | $8.22M 5.08% | 17.05K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 51.60K | SH | $7.78M 4.81% | 51.60K | 0.00 | 0.00 |
DANAHERSOLE | COM | 36.50K | SH | $7.76M 4.80% | 36.50K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 51K | SH | $7.70M 4.76% | 51K | 0.00 | 0.00 |
STANTEC INCSOLE | COM | 93.80K | SH | $6.81M 4.21% | 93.80K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 28.50K | SH | $6.08M 3.76% | 28.50K | 0.00 | 0.00 |
BENTLEY SYSTEMS INC-CLASS BSOLE | COM CL B | 127.50K | SH | $5.52M 3.41% | 127.50K | 0.00 | 0.00 |
VERALTOSOLE | COM SHS | 56.90K | SH | $5.37M 3.32% | 56.90K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 11.35K | SH | $5.10M 3.16% | 11.35K | 0.00 | 0.00 |
FIRST SOLARSOLE | COM | 30.40K | SH | $4.96M 3.07% | 30.40K | 0.00 | 0.00 |
METTLER-TOLEDO INTERNATIONALSOLE | COM | 4.35K | SH | $4.93M 3.05% | 4.35K | 0.00 | 0.00 |
EMERSON ELECTRIC COSOLE | COM | 35.80K | SH | $4.11M 2.54% | 35.80K | 0.00 | 0.00 |
REPUBLIC SERVICESSOLE | COM | 19.50K | SH | $3.63M 2.25% | 19.50K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 8.50K | SH | $3.57M 2.21% | 8.50K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGYSOLE | COMMON STOCK | 47.60K | SH | $3.45M 2.13% | 47.60K | 0.00 | 0.00 |
VALMONT INDUSTRIESSOLE | COM | 9.90K | SH | $2.81M 1.74% | 9.90K | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 61.20K | SH | $1.24M 0.77% | 61.20K | 0.00 | 0.00 |
J.P.MORGAN CHASE & COSOLE | COM | 4.60K | SH | $1.02M 0.63% | 4.60K | 0.00 | 0.00 |
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