Mirova

Mirova as of June 30, 2019

Portfolio Holdings for Mirova

Mirova holds 129 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific (TMO) 11.2 $127M 431k 293.68
Ecolab (ECL) 9.4 $106M 536k 197.44
Danaher Corporation (DHR) 8.6 $97M 678k 142.92
MasterCard Incorporated (MA) 7.8 $88M 333k 264.53
Microsoft Corporation (MSFT) 7.7 $87M 650k 133.96
Alphabet Inc Class A cs (GOOGL) 6.3 $71M 66k 1082.81
Visa (V) 5.2 $59M 340k 173.55
Roper Industries (ROP) 5.0 $56M 153k 366.26
American Water Works (AWK) 4.4 $50M 428k 116.00
Amazon (AMZN) 3.7 $42M 22k 1893.62
eBay (EBAY) 3.2 $36M 907k 39.50
Taiwan Semiconductor Mfg (TSM) 2.7 $30M 777k 39.17
Nextera Energy (NEE) 2.6 $30M 144k 204.86
Gilead Sciences (GILD) 2.2 $26M 377k 67.56
Signature Bank (SBNY) 1.9 $22M 180k 120.84
Estee Lauder Companies (EL) 1.8 $21M 113k 183.11
Cgi Inc Cl A Sub Vtg (GIB) 1.7 $20M 253k 77.04
Adobe Systems Incorporated (ADBE) 1.7 $19M 65k 294.64
Oracle Corporation (ORCL) 1.6 $18M 316k 56.97
Watts Water Technologies (WTS) 1.4 $15M 165k 93.18
International Flavors & Fragrances (IFF) 1.3 $14M 98k 145.09
Hexcel Corporation (HXL) 1.2 $14M 170k 80.88
Aqua America 1.1 $13M 312k 41.37
NVIDIA Corporation (NVDA) 1.1 $13M 78k 164.23
Illumina (ILMN) 1.0 $12M 31k 368.14
First Solar (FSLR) 0.8 $9.0M 138k 65.68
Criteo Sa Ads (CRTO) 0.7 $8.1M 473k 17.21
Alphabet Inc Class C cs (GOOG) 0.7 $7.9M 7.4k 1080.93
Church & Dwight (CHD) 0.3 $2.9M 40k 73.07
Xylem (XYL) 0.1 $1.7M 21k 83.62
Pattern Energy 0.1 $1.6M 71k 23.09
Trimble Navigation (TRMB) 0.1 $1.2M 26k 45.11
A. O. Smith Corporation (AOS) 0.1 $1.1M 24k 47.14
Ormat Technologies (ORA) 0.1 $755k 12k 63.42
Apple (AAPL) 0.1 $533k 2.7k 197.92
Acuity Brands (AYI) 0.1 $510k 3.7k 137.95
J.B. Hunt Transport Services (JBHT) 0.0 $426k 4.7k 91.34
Home Depot (HD) 0.0 $288k 1.4k 207.79
Cisco Systems (CSCO) 0.0 $303k 5.5k 54.78
Air Products & Chemicals (APD) 0.0 $312k 1.4k 226.42
UnitedHealth (UNH) 0.0 $306k 1.3k 243.63
Citigroup (C) 0.0 $319k 4.6k 69.97
BlackRock (BLK) 0.0 $184k 392.00 469.39
Canadian Natl Ry (CNI) 0.0 $175k 1.9k 92.74
Caterpillar (CAT) 0.0 $175k 1.3k 136.51
Waste Management (WM) 0.0 $188k 1.6k 115.48
Eli Lilly & Co. (LLY) 0.0 $261k 2.4k 110.69
Pfizer (PFE) 0.0 $228k 5.3k 43.35
Walt Disney Company (DIS) 0.0 $280k 2.0k 139.44
At&t (T) 0.0 $209k 6.2k 33.55
Union Pacific Corporation (UNP) 0.0 $280k 1.7k 168.88
Intel Corporation (INTC) 0.0 $180k 3.8k 47.78
Verizon Communications (VZ) 0.0 $224k 3.9k 57.20
International Business Machines (IBM) 0.0 $246k 1.8k 138.05
Merck & Co (MRK) 0.0 $217k 2.6k 83.95
Parker-Hannifin Corporation (PH) 0.0 $220k 1.3k 170.28
Procter & Gamble Company (PG) 0.0 $183k 1.7k 109.65
Marriott International (MAR) 0.0 $184k 1.3k 140.14
Prudential Financial (PRU) 0.0 $260k 2.6k 100.85
Netflix (NFLX) 0.0 $174k 474.00 367.09
salesforce (CRM) 0.0 $257k 1.7k 151.62
Eaton Vance 0.0 $173k 4.0k 43.07
Humana (HUM) 0.0 $192k 725.00 264.83
MetLife (MET) 0.0 $260k 5.2k 49.66
Bk Nova Cad (BNS) 0.0 $228k 4.2k 53.84
Rbc Cad (RY) 0.0 $254k 3.2k 79.55
Tor Dom Bk Cad (TD) 0.0 $219k 3.7k 58.48
Simon Property (SPG) 0.0 $238k 1.5k 160.05
Brookfield Renewable energy partners lpu (BEP) 0.0 $173k 5.0k 34.73
Mondelez Int (MDLZ) 0.0 $251k 4.7k 53.97
Paypal Holdings (PYPL) 0.0 $191k 1.7k 114.44
Cme (CME) 0.0 $59k 306.00 192.81
Hartford Financial Services (HIG) 0.0 $62k 1.1k 56.16
Lincoln National Corporation (LNC) 0.0 $62k 958.00 64.72
McDonald's Corporation (MCD) 0.0 $100k 482.00 207.47
Bristol Myers Squibb (BMY) 0.0 $83k 1.8k 45.23
Carnival Corporation (CCL) 0.0 $87k 1.9k 46.45
SYSCO Corporation (SYY) 0.0 $125k 1.8k 70.94
V.F. Corporation (VFC) 0.0 $100k 1.1k 87.18
Brown-Forman Corporation (BF.B) 0.0 $74k 1.3k 55.43
Tiffany & Co. 0.0 $149k 1.6k 93.83
International Paper Company (IP) 0.0 $79k 1.8k 43.15
Autoliv (ALV) 0.0 $160k 2.3k 70.45
CVS Caremark Corporation (CVS) 0.0 $70k 1.3k 54.39
Amgen (AMGN) 0.0 $169k 915.00 184.70
Colgate-Palmolive Company (CL) 0.0 $137k 1.9k 71.92
Deere & Company (DE) 0.0 $158k 952.00 165.97
Intuitive Surgical (ISRG) 0.0 $115k 220.00 522.73
Nike (NKE) 0.0 $89k 1.1k 83.96
Stryker Corporation (SYK) 0.0 $118k 572.00 206.29
Texas Instruments Incorporated (TXN) 0.0 $164k 1.4k 114.93
Qualcomm (QCOM) 0.0 $77k 1.0k 75.79
Hain Celestial (HAIN) 0.0 $92k 4.2k 21.96
Lululemon Athletica (LULU) 0.0 $60k 335.00 179.10
General Motors Company (GM) 0.0 $117k 3.0k 38.61
Workday Inc cl a (WDAY) 0.0 $61k 295.00 206.78
Abbvie (ABBV) 0.0 $111k 1.5k 72.50
Bright Horizons Fam Sol In D (BFAM) 0.0 $134k 890.00 150.56
Anthem (ELV) 0.0 $72k 255.00 282.35
Walgreen Boots Alliance (WBA) 0.0 $57k 1.0k 54.97
Crown Castle Intl (CCI) 0.0 $73k 561.00 130.12
Welltower Inc Com reit (WELL) 0.0 $85k 1.0k 81.42
Hp (HPQ) 0.0 $122k 5.9k 20.82
Avangrid (AGR) 0.0 $57k 1.1k 50.80
Liberty Media Corp Delaware Com A Siriusxm 0.0 $62k 1.6k 37.85
Agnc Invt Corp Com reit (AGNC) 0.0 $127k 7.5k 16.88
Booking Holdings (BKNG) 0.0 $127k 68.00 1867.65
Veoneer Incorporated 0.0 $145k 8.4k 17.33
Progressive Corporation (PGR) 0.0 $43k 541.00 79.48
Charles Schwab Corporation (SCHW) 0.0 $53k 1.3k 40.06
Bank of New York Mellon Corporation (BK) 0.0 $41k 920.00 44.57
Kimberly-Clark Corporation (KMB) 0.0 $34k 255.00 133.33
Newmont Mining Corporation (NEM) 0.0 $51k 1.3k 38.72
AFLAC Incorporated (AFL) 0.0 $46k 848.00 54.25
Allstate Corporation (ALL) 0.0 $56k 549.00 102.00
Unilever 0.0 $24k 403.00 59.55
Lowe's Companies (LOW) 0.0 $50k 491.00 101.83
Novo Nordisk A/S (NVO) 0.0 $49k 966.00 50.72
Clorox Company (CLX) 0.0 $47k 308.00 152.60
Enbridge (ENB) 0.0 $23k 633.00 36.33
Prudential Public Limited Company (PUK) 0.0 $24k 553.00 43.40
Celgene Corporation 0.0 $44k 479.00 91.86
stock 0.0 $41k 329.00 124.62
Asml Holding (ASML) 0.0 $16k 78.00 205.13
L Brands 0.0 $24k 931.00 25.78
Intercontinental Exchange (ICE) 0.0 $55k 644.00 85.40
Citizens Financial (CFG) 0.0 $50k 1.4k 35.04
Farfetch Ltd ord sh cl a (FTCHF) 0.0 $53k 2.6k 20.74
Kontoor Brands (KTB) 0.0 $7.0k 164.00 42.68