Ecofi Investissements SA
Net seller this quarter
$28M
18
-$26.1M
88.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XYL | $3.6M | 12.89% | 0.01% | +20.1% | Q2 2024 |
 IQV | $3.38M | 12.08% | 0.01% | +34.6% | Q2 2024 |
 WM | $3.32M | 11.87% | 0.00% | Not reported | Q2 2024 |
 EME | $2.61M | 9.34% | 0.01% | -22.2% | Q4 2024 |
 VLTO | $2.24M | 8.02% | 0.01% | +4.1% | Q2 2024 |
 BSY | $2.21M | 7.88% | Not reported | +39.3% | Q2 2024 |
 STN | $2.1M | 7.49% | 0.03% | +1.0% | Q2 2024 |
 GEHC | $1.89M | 6.77% | 0.01% | -3.0% | Q2 2024 |
 CEG | $1.85M | 6.61% | 0.00% | +16.4% | Q1 2025 |
 ZTS | $1.42M | 5.06% | 0.00% | Not reported | Q2 2024 |
 JPM | $1.1M | 3.92% | 0.00% | -9.5% | Q2 2024 |
 CRM | $642K | 2.30% | 0.00% | +10.8% | Q2 2024 |
 PLD | $528K | 1.89% | 0.00% | -9.3% | Q2 2024 |
 ADBE | $430K | 1.54% | 0.00% | Not reported | Q1 2025 |
 PYPL | $324K | 1.16% | 0.00% | Not reported | Q2 2024 |
 NVDA | $170K | 0.61% | 0.00% | Not reported | Q2 2024 |
 A | $92.9K | 0.33% | 0.00% | Not reported | Q2 2024 |
 IEX | $68.1K | 0.24% | 0.00% | -25.0% | Q2 2024 |
| Q1 2026 | |||||
 EMR | $3.57M | 6.51% | 0.00% | -47.6% | Q3 2024 |
| WM | $3.42M | 6.23% | 0.00% | -63.7% | Q2 2024 |
 BSX | $3.14M | 5.71% | 0.00% | -46.8% | Q2 2024 |
 ECL | $3.1M | 5.64% | 0.00% | -60.8% | Q2 2024 |
| XYL | $3.03M | 5.53% | 0.01% | -55.0% | Q2 2024 |
| EME | $2.99M | 5.44% | 0.01% | -59.9% | Q4 2024 |
 RSG | $2.69M | 4.90% | 0.00% | -60.7% | Q4 2024 |
| STN | $2.6M | 4.74% | 0.03% | -55.7% | Q2 2024 |
| ZTS | $2.33M | 4.24% | 0.00% | -63.4% | Q2 2024 |
| IQV | $2.22M | 4.04% | 0.01% | -55.9% | Q2 2024 |
 TMO | $2.21M | 4.03% | 0.00% | -62.7% | Q2 2024 |
 DHR | $2.2M | 4.00% | 0.00% | -68.9% | Q2 2024 |
| GEHC | $2.17M | 3.95% | 0.01% | -71.6% | Q2 2024 |
| VLTO | $2.15M | 3.91% | 0.01% | -56.8% | Q2 2024 |
 CLH | $2.13M | 3.89% | 0.01% | -73.0% | Q2 2024 |
 SNPS | $2.12M | 3.86% | 0.00% | -59.8% | Q2 2024 |
| BSY | $1.86M | 3.39% | Not reported | -53.1% | Q2 2024 |
| CEG | $1.79M | 3.25% | 0.00% | -60.9% | Q1 2025 |
 FSLR | $1.7M | 3.09% | 0.01% | -55.7% | Q2 2024 |
 ULS | $1.37M | 2.50% | 0.01% | -69.2% | Q1 2025 |
| JPM | $1.09M | 1.98% | 0.00% | Not reported | Q2 2024 |
 MWA | $907K | 1.65% | 0.02% | -75.2% | Q4 2025 |
| CRM | $690K | 1.26% | 0.00% | Not reported | Q2 2024 |
 EBAY | $682K | 1.24% | 0.00% | +10.3% | Q4 2025 |
| PLD | $568K | 1.03% | 0.00% | -40.3% | Q2 2024 |
| ADBE | $510K | 0.93% | 0.00% | Not reported | Q1 2025 |
 SJM | $443K | 0.81% | 0.00% | -4.2% | Q1 2025 |
| PYPL | $339K | 0.62% | 0.00% | Not reported | Q2 2024 |
 MSFT | $166K | 0.30% | 0.00% | +12.5% | Q1 2025 |
| NVDA | $148K | 0.27% | 0.00% | Not reported | Q2 2024 |
 KLAC | $147K | 0.27% | 0.00% | Not reported | Q2 2024 |
 PH | $134K | 0.24% | 0.00% | -83.3% | Q2 2024 |
 SCI | $82.5K | 0.15% | 0.00% | New | Q1 2026 |
| A | $79.7K | 0.15% | 0.00% | Not reported | Q2 2024 |
| IEX | $75.8K | 0.14% | 0.00% | -20.0% | Q2 2024 |
 EL | $50.2K | 0.09% | Not reported | +40.0% | Q2 2024 |
| Q4 2025 | |||||
| WM | $9.01M | 6.22% | 0.01% | +11.6% | Q2 2024 |
| BSX | $8.95M | 6.18% | 0.01% | Not reported | Q2 2024 |
| GEHC | $8.8M | 6.07% | 0.02% | -5.0% | Q2 2024 |
| DHR | $8.53M | 5.88% | 0.01% | Not reported | Q2 2024 |
| ECL | $7.8M | 5.38% | 0.01% | Not reported | Q2 2024 |
| XYL | $7.68M | 5.30% | 0.02% | +0.2% | Q2 2024 |
| TMO | $6.98M | 4.82% | 0.00% | Not reported | Q2 2024 |
| EMR | $6.91M | 4.77% | 0.01% | Not reported | Q3 2024 |
| ZTS | $6.77M | 4.67% | 0.01% | +1.3% | Q2 2024 |
| IQV | $6.65M | 4.59% | 0.02% | -37.5% | Q2 2024 |
| RSG | $6.63M | 4.58% | 0.01% | Not reported | Q4 2024 |
| CLH | $6.47M | 4.47% | 0.05% | Not reported | Q2 2024 |
| STN | $6.45M | 4.45% | 0.06% | -3.0% | Q2 2024 |
| SNPS | $6.25M | 4.31% | 0.01% | Not reported | Q2 2024 |
| EME | $6.18M | 4.26% | 0.02% | Not reported | Q4 2024 |
| CEG | $5.78M | 3.99% | 0.01% | -6.0% | Q1 2025 |
| VLTO | $5.62M | 3.88% | 0.02% | Not reported | Q2 2024 |
| FSLR | $5.07M | 3.50% | 0.02% | Not reported | Q2 2024 |
| BSY | $4.31M | 2.98% | Not reported | +10.8% | Q2 2024 |
| ULS | $4.1M | 2.83% | 0.03% | Not reported | Q1 2025 |
| MWA | $3.17M | 2.19% | 0.09% | New | Q4 2025 |
| JPM | $1.19M | 0.82% | 0.00% | Not reported | Q2 2024 |
| CRM | $980K | 0.68% | 0.00% | +2.8% | Q2 2024 |
| PLD | $919K | 0.63% | 0.00% | +1.4% | Q2 2024 |
| PH | $791K | 0.55% | 0.00% | Not reported | Q2 2024 |
| ADBE | $735K | 0.51% | 0.00% | Not reported | Q1 2025 |
| EBAY | $592K | 0.41% | 0.00% | New | Q4 2025 |
| SJM | $469K | 0.32% | 0.00% | Not reported | Q1 2025 |
| PYPL | $438K | 0.30% | 0.00% | Not reported | Q2 2024 |
| MSFT | $193K | 0.13% | 0.00% | Not reported | Q1 2025 |
| NVDA | $159K | 0.11% | 0.00% | -15.0% | Q2 2024 |
| KLAC | $122K | 0.08% | 0.00% | Not reported | Q2 2024 |
| A | $95.2K | 0.07% | 0.00% | -88.7% | Q2 2024 |
| IEX | $89K | 0.06% | 0.00% | -98.1% | Q2 2024 |
| EL | $52.4K | 0.04% | Not reported | Not reported | Q2 2024 |
| Q3 2025 | |||||
| IQV | $8.97M | 10.77% | 0.03% | -6.5% | Q2 2024 |
| GEHC | $8.49M | 10.19% | 0.02% | +85.3% | Q2 2024 |
| XYL | $8.3M | 9.97% | 0.02% | -14.2% | Q2 2024 |
| WM | $8.12M | 9.75% | 0.01% | -2.7% | Q2 2024 |
| ZTS | $7.77M | 9.33% | 0.01% | +1.9% | Q2 2024 |
| STN | $7.58M | 9.10% | 0.06% | -36.4% | Q2 2024 |
| EME | $6.56M | 7.88% | 0.02% | -53.9% | Q4 2024 |
| VLTO | $6M | 7.21% | 0.02% | -21.5% | Q2 2024 |
| CEG | $5.73M | 6.88% | 0.01% | +85.1% | Q1 2025 |
| BSY | $5.25M | 6.31% | Not reported | +0.8% | Q2 2024 |
| IEX | $4.25M | 5.10% | 0.03% | -52.0% | Q2 2024 |
 ALGM | $1.2M | 1.44% | 0.02% | +52.0% | Q2 2024 |
| JPM | $1.17M | 1.40% | 0.00% | -8.6% | Q2 2024 |
| CRM | $853K | 1.02% | 0.00% | -18.2% | Q2 2024 |
| PLD | $813K | 0.98% | 0.00% | +1.4% | Q2 2024 |
| A | $796K | 0.96% | 0.00% | +3.3% | Q2 2024 |
| ADBE | $741K | 0.89% | 0.00% | -2.3% | Q1 2025 |
| PYPL | $503K | 0.60% | 0.00% | -0.7% | Q2 2024 |
| NVDA | $187K | 0.22% | 0.00% | +11.1% | Q2 2024 |