Ecofi Investissements SA
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ecofi Investissements SA reported 41 stock positions worth $161.7 million. Its top holding was Ansys (ANSS) at 5.9% of the portfolio, followed by Boston Scientific (BSX, 5.9%) and Ecolab (ECL, 5.9%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 15 and reduced 17. The biggest buy was a new position in Republic Services (RSG) and the biggest sale an exit from Teledyne Technologies (TDY).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $161.7M (Q4 2024)
- SEC Filing
- 0001104659-25-012931 ↗ filed Feb 13, 2025
Holdings Value
Holdings 41 stocks · $161.7M
| ANSS Ansys Inc. | 5.91% | 30,600 | $9.6M | No change |
| BSX Boston Scientific Corp. | 5.90% | 115,300 | $9.5M | Reduce -19.3% |
| ECL Ecolab Inc. | 5.90% | 43,950 | $9.5M | Reduce -6.5% |
| WM Waste Management Inc. | 5.68% | 49,100 | $9.2M | Reduce -9.2% |
| IQV Iqvia Holdings Inc. | 5.65% | 50,150 | $9.1M | Add +1.7% |
| XYL Xylem Inc. | 5.63% | 84,700 | $9.1M | Add +0.1% |
| IEX Idex Corp. | 5.13% | 42,800 | $8.3M | Add +2.0% |
| TMO Thermo Fisher Scientific Inc. | 5.08% | 17,050 | $8.2M | Add +2.4% |
| AMAT Applied Materials Inc. | 4.81% | 51,600 | $7.8M | Add +2.2% |
| DHR Danaher Corp. | 4.80% | 36,500 | $7.8M | Reduce -2.7% |
| ZTS Zoetis Inc. | 4.76% | 51,000 | $7.7M | Add +66.1% |
| STN Stantec Inc. | 4.21% | 93,800 | $6.8M | Add +7.8% |
| CLH Clean Harbors Inc. | 3.76% | 28,500 | $6.1M | No change |
| BSY Bentley Systems Inc. Class B | 3.41% | 127,500 | $5.5M | Add +24.4% |
| VLTO Veralto Corp. | 3.32% | 56,900 | $5.4M | Reduce -15.2% |
| SNPS Synopsys Inc. | 3.16% | 11,350 | $5.1M | Reduce -0.4% |
| FSLR First Solar Inc. | 3.07% | 30,400 | $5.0M | Reduce -0.3% |
| MTD Mettler-Toledo International | 3.05% | 4,350 | $4.9M | Reduce -6.5% |
| EMR Emerson Electric Co. | 2.54% | 35,800 | $4.1M | Add +0.3% |
| RSG Republic Services Inc. | 2.25% | 19,500 | $3.6M | New |
| EME Emcor Group Inc. | 2.21% | 8,500 | $3.6M | New |
| GEHC GE Healthcare Technology | 2.13% | 47,600 | $3.4M | Reduce -4.0% |
| VMI Valmont Industries | 1.74% | 9,900 | $2.8M | Add +24.5% |
| ALGM Allegro Microsystems Inc. | 0.77% | 61,200 | $1.2M | Reduce -14.3% |
| JPM JPMorgan Chase & Co. | 0.63% | 4,600 | $1.0M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.59% | 3,100 | $960K | Reduce -18.4% |
| AAPL Apple Inc. | 0.49% | 3,450 | $800K | Reduce -5.5% |
| DOV Dover Corp. | 0.47% | 4,400 | $765K | Add +1.1% |
| PLD Prologis Inc. | 0.47% | 7,800 | $764K | Add +44.4% |
| AXP American Express Co. | 0.46% | 2,700 | $742K | Add +22.7% |
| A Agilent Technologies Inc. | 0.45% | 5,900 | $734K | Reduce -7.8% |
| PH Parker Hannifin Corp. | 0.44% | 1,200 | $707K | No change |
| KLAC KLA Corp. | 0.43% | 1,200 | $701K | Add +26.3% |
| PYPL PayPal Holdings Inc. | 0.35% | 7,200 | $569K | Reduce -6.5% |
| EQIX Equinix Inc. | 0.08% | 150 | $131K | Add +50.0% |
| NVDA Nvidia Corp. | 0.08% | 1,000 | $124K | No change |
| APD Air Products & Chemicals Inc. | 0.07% | 400 | $107K | Reduce -33.3% |
| GTLS Chart Industries Inc. | 0.03% | 300 | $53K | Reduce -33.3% |
| ASH Ashland Inc. | 0.03% | 700 | $46K | No change |
| NKE Nike Inc. Class B | 0.03% | 650 | $46K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.02% | 500 | $35K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −1.99 |
| FSLR First Solar Inc. | Reduce -0.3% | 3.07% | −0.93 |
| DHR Danaher Corp. | Reduce -2.7% | 4.80% | −0.81 |
| VLTO Veralto Corp. | Reduce -15.2% | 3.32% | −0.70 |
| MTD Mettler-Toledo International | Reduce -6.5% | 3.05% | −0.69 |
| BSX Boston Scientific Corp. | Reduce -19.3% | 5.90% | −0.64 |
| ECL Ecolab Inc. | Reduce -6.5% | 5.90% | −0.59 |
| WM Waste Management Inc. | Reduce -9.2% | 5.68% | −0.45 |
| GEHC GE Healthcare Technology | Reduce -4.0% | 2.13% | −0.34 |
| ALGM Allegro Microsystems Inc. | Reduce -14.3% | 0.77% | −0.09 |
| A Agilent Technologies Inc. | Reduce -7.8% | 0.45% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -33.3% | 0.07% | −0.03 |
| GTLS Chart Industries Inc. | Reduce -33.3% | 0.03% | +0.00 |
| PYPL PayPal Holdings Inc. | Reduce -6.5% | 0.35% | +0.03 |
| CRM Salesforce Inc. | Reduce -18.4% | 0.59% | +0.03 |
| AAPL Apple Inc. | Reduce -5.5% | 0.49% | +0.05 |
| SNPS Synopsys Inc. | Reduce -0.4% | 3.16% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -4.2% | 0.63% | +0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| RSG Republic Services Inc. | New | 2.25% | +2.25 |
| EME Emcor Group Inc. | New | 2.21% | +2.21 |
| ZTS Zoetis Inc. | Add +66.1% | 4.76% | +1.51 |
| BSY Bentley Systems Inc. Class B | Add +24.4% | 3.41% | +0.63 |
| VMI Valmont Industries | Add +24.5% | 1.74% | +0.49 |
| EMR Emerson Electric Co. | Add +0.3% | 2.54% | +0.42 |
| STN Stantec Inc. | Add +7.8% | 4.21% | +0.40 |
| IEX Idex Corp. | Add +2.0% | 5.13% | +0.28 |
| AXP American Express Co. | Add +22.7% | 0.46% | +0.14 |
| PLD Prologis Inc. | Add +44.4% | 0.47% | +0.11 |
| KLAC KLA Corp. | Add +26.3% | 0.43% | +0.04 |
| EQIX Equinix Inc. | Add +50.0% | 0.08% | +0.03 |
| DOV Dover Corp. | Add +1.1% | 0.47% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +2.4% | 5.08% | −0.48 |
| XYL Xylem Inc. | Add +0.1% | 5.63% | −0.56 |
| IQV Iqvia Holdings Inc. | Add +1.7% | 5.65% | −0.57 |
| AMAT Applied Materials Inc. | Add +2.2% | 4.81% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $28.0M | XYL, IQV, WM, EME, VLTO |
| Q1 2026 | 36 | $54.9M | EMR, WM, BSX, ECL, XYL |
| Q4 2025 | 35 | $144.9M | WM, BSX, GEHC, DHR, ECL |
| Q3 2025 | 19 | $83.3M | IQV, GEHC, XYL, WM, ZTS |
| Q2 2025 | 21 | $90.0M | WM, XYL, ZTS, STN, IQV |
| Q1 2025 | 43 | $157.3M | WM, BSX, XYL, ECL, ANSS |
| Q4 2024 | 41 | $161.7M | ANSS, BSX, ECL, WM, IQV |
| Q3 2024 | 40 | $151.3M | BSX, ECL, IQV, XYL, WM |
| Q2 2024 | 41 | $180.0M | ECL, AMAT, WM, BSX, XYL |