Mirova as of Dec. 31, 2018
Portfolio Holdings for Mirova
Mirova holds 95 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 15.9 | $35M | 155k | 223.79 | |
| Ecolab (ECL) | 12.2 | $27M | 182k | 147.35 | |
| Danaher Corporation (DHR) | 7.8 | $17M | 166k | 103.12 | |
| Group Cgi Cad Cl A | 6.8 | $15M | 245k | 61.14 | |
| Criteo Sa Ads (CRTO) | 5.3 | $12M | 513k | 22.72 | |
| Microsoft Corporation (MSFT) | 4.5 | $9.8M | 97k | 101.57 | |
| Hexcel Corporation (HXL) | 4.5 | $9.8M | 170k | 57.34 | |
| NVIDIA Corporation (NVDA) | 4.4 | $9.5M | 72k | 133.50 | |
| Alphabet Inc Class C cs (GOOG) | 3.9 | $8.6M | 8.3k | 1035.55 | |
| MasterCard Incorporated (MA) | 3.5 | $7.7M | 41k | 188.64 | |
| First Solar (FSLR) | 3.2 | $7.0M | 164k | 42.45 | |
| Aqua America | 3.1 | $6.9M | 201k | 34.19 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $6.3M | 6.1k | 1045.01 | |
| Nextera Energy (NEE) | 2.3 | $5.1M | 29k | 173.84 | |
| Visa (V) | 2.1 | $4.7M | 35k | 131.93 | |
| Roper Industries (ROP) | 1.9 | $4.1M | 16k | 266.49 | |
| American Water Works (AWK) | 1.7 | $3.7M | 41k | 90.78 | |
| Amazon (AMZN) | 1.6 | $3.4M | 2.3k | 1501.97 | |
| Church & Dwight (CHD) | 1.5 | $3.3M | 50k | 65.77 | |
| International Flavors & Fragrances (IFF) | 1.0 | $2.3M | 17k | 134.28 | |
| Xylem (XYL) | 0.8 | $1.8M | 26k | 66.71 | |
| Facebook Inc cl a (META) | 0.7 | $1.6M | 12k | 131.06 | |
| Gilead Sciences (GILD) | 0.7 | $1.6M | 25k | 62.57 | |
| Estee Lauder Companies (EL) | 0.7 | $1.5M | 12k | 130.08 | |
| Pattern Energy | 0.7 | $1.5M | 81k | 18.62 | |
| A. O. Smith Corporation (AOS) | 0.6 | $1.3M | 30k | 42.69 | |
| Signature Bank (SBNY) | 0.5 | $1.1M | 11k | 102.80 | |
| Trimble Navigation (TRMB) | 0.5 | $1.1M | 32k | 32.90 | |
| Ormat Technologies (ORA) | 0.4 | $856k | 16k | 52.27 | |
| Acuity Brands (AYI) | 0.4 | $778k | 6.8k | 115.00 | |
| Ellie Mae | 0.3 | $721k | 12k | 62.87 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $548k | 5.9k | 93.12 | |
| Canadian Pacific Railway | 0.2 | $403k | 2.3k | 177.38 | |
| Apple (AAPL) | 0.1 | $258k | 1.6k | 157.61 | |
| UnitedHealth (UNH) | 0.1 | $220k | 882.00 | 249.43 | |
| Johnson & Johnson (JNJ) | 0.1 | $196k | 1.5k | 129.29 | |
| Home Depot (HD) | 0.1 | $167k | 973.00 | 171.63 | |
| Cisco Systems (CSCO) | 0.1 | $168k | 3.9k | 43.30 | |
| Humana (HUM) | 0.1 | $173k | 603.00 | 286.90 | |
| Simon Property (SPG) | 0.1 | $175k | 1.0k | 167.62 | |
| Citigroup (C) | 0.1 | $167k | 3.2k | 52.20 | |
| Abbott Laboratories (ABT) | 0.1 | $159k | 2.2k | 72.27 | |
| Pfizer (PFE) | 0.1 | $161k | 3.7k | 43.66 | |
| Walt Disney Company (DIS) | 0.1 | $155k | 1.4k | 110.01 | |
| Verizon Communications (VZ) | 0.1 | $154k | 2.7k | 56.04 | |
| Prudential Financial (PRU) | 0.1 | $148k | 1.8k | 81.77 | |
| MetLife (MET) | 0.1 | $151k | 3.7k | 41.12 | |
| Bk Nova Cad (BNS) | 0.1 | $148k | 3.0k | 49.80 | |
| Rbc Cad (RY) | 0.1 | $153k | 2.2k | 68.30 | |
| At&t (T) | 0.1 | $125k | 4.4k | 28.61 | |
| Union Pacific Corporation (UNP) | 0.1 | $142k | 1.0k | 138.67 | |
| Intel Corporation (INTC) | 0.1 | $124k | 2.6k | 46.92 | |
| Amgen (AMGN) | 0.1 | $125k | 643.00 | 194.40 | |
| Merck & Co (MRK) | 0.1 | $139k | 1.8k | 76.63 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $135k | 907.00 | 148.84 | |
| Tor Dom Bk Cad (TD) | 0.1 | $131k | 2.6k | 49.87 | |
| Mondelez Int (MDLZ) | 0.1 | $131k | 3.3k | 40.17 | |
| BlackRock | 0.1 | $109k | 277.00 | 393.50 | |
| Caterpillar (CAT) | 0.1 | $114k | 901.00 | 126.53 | |
| Eli Lilly & Co. (LLY) | 0.1 | $103k | 892.00 | 115.47 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $114k | 506.00 | 225.30 | |
| Deere & Company (DE) | 0.1 | $100k | 669.00 | 149.48 | |
| Procter & Gamble Company (PG) | 0.1 | $108k | 1.2k | 92.23 | |
| Marriott International (MAR) | 0.1 | $100k | 922.00 | 108.46 | |
| salesforce (CRM) | 0.1 | $111k | 810.00 | 137.04 | |
| Eaton Vance | 0.1 | $99k | 2.8k | 35.16 | |
| Rockwell Automation (ROK) | 0.1 | $104k | 689.00 | 150.94 | |
| Abbvie (ABBV) | 0.1 | $99k | 1.1k | 92.09 | |
| Voya Financial (VOYA) | 0.1 | $116k | 2.9k | 39.99 | |
| Hp (HPQ) | 0.1 | $108k | 5.3k | 20.39 | |
| SYSCO Corporation (SYY) | 0.0 | $78k | 1.2k | 63.06 | |
| International Business Machines (IBM) | 0.0 | $78k | 689.00 | 113.21 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $95k | 1.0k | 94.72 | |
| Oracle Corporation (ORCL) | 0.0 | $79k | 1.7k | 45.35 | |
| Netflix (NFLX) | 0.0 | $89k | 334.00 | 266.47 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $90k | 3.5k | 25.77 | |
| Paypal Holdings (PYPL) | 0.0 | $98k | 1.2k | 83.69 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $92k | 5.3k | 17.45 | |
| Booking Holdings (BKNG) | 0.0 | $84k | 49.00 | 1714.29 | |
| Carnival Corporation (CCL) | 0.0 | $65k | 1.3k | 49.47 | |
| V.F. Corporation (VFC) | 0.0 | $58k | 806.00 | 71.96 | |
| Air Products & Chemicals (APD) | 0.0 | $75k | 470.00 | 159.57 | |
| Nike (NKE) | 0.0 | $55k | 745.00 | 73.83 | |
| Qualcomm (QCOM) | 0.0 | $65k | 1.1k | 56.97 | |
| Fox News | 0.0 | $68k | 1.4k | 47.89 | |
| Waste Connections (WCN) | 0.0 | $59k | 790.00 | 74.68 | |
| Walgreen Boots Alliance | 0.0 | $50k | 729.00 | 68.59 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $42k | 1.1k | 36.62 | |
| eBay (EBAY) | 0.0 | $11k | 400.00 | 27.50 | |
| Discovery Communications | 0.0 | $18k | 788.00 | 22.84 | |
| Enbridge (ENB) | 0.0 | $14k | 442.00 | 31.67 | |
| stock | 0.0 | $24k | 232.00 | 103.45 | |
| L Brands | 0.0 | $17k | 650.00 | 26.15 | |
| Illumina (ILMN) | 0.0 | $8.0k | 28.00 | 285.71 | |
| Watts Water Technologies (WTS) | 0.0 | $9.0k | 143.00 | 62.94 |
