StockDriftsStockDriftsTop 49 Triodos Investment Management BV Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.63% | 220.3K | $74.4M | -8.78%(-21.20K) | $51.00(+751.32%) | 2026-03-31 | |
| WMS | ADVANCED DRAIN SYS INC DEL | 5.57% | 536.7K | $73.6M | -0.24%(-1.30K) | $99.88(+52.36%) | 2026-03-31 | |
| KLAC | KLA CORP | 5.56% | 50.0K | $73.5M | -13.36%(-7.70K) | $454.56(-48.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.21% | 395.0K | $68.8M | -0.75%(-3.00K) | $19.27(+910.81%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 4.37% | 933.9K | $57.8M | +0.11%(+1.00K) | $54.11(+4.48%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 4.14% | 277.6K | $54.7M | +11.31%(+28.20K) | $156.36(+43.62%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.83% | 101.4K | $50.6M | -0.98%(-1.00K) | $354.03(+52.36%) | 2026-03-31 | |
| EBAY | EBAY INC | 3.7% | 538.2K | $49.0M | -1.10%(-6.00K) | $43.84(+161.95%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.42% | 282.5K | $45.3M | +28.64%(+62.90K) | $153.46(+126.80%) | 2026-03-31 | |
| DE | DEERE & CO | 3.22% | 75.5K | $42.5M | -0.46%(-350) | $392.21(+58.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.74% | +59.11% |
| Top 20 Holdings Unweighted | +13.25% | +45.26% |
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