Mirova

Mirova as of June 30, 2021

Portfolio Holdings for Mirova

Mirova holds 165 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 20.5 $171M 340k 504.47
Ecolab Common Stock (ECL) 15.4 $128M 622k 205.97
Sunrun Common Stock (RUN) 10.4 $86M 1.5M 55.78
Ballard Pwr Sys Common Stock (BLDP) 6.9 $57M 3.2M 18.12
First Solar Common Stock (FSLR) 4.6 $39M 425k 90.51
Cree Common Stock 4.0 $33M 341k 97.93
Enphase Energy Common Stock (ENPH) 3.0 $25M 137k 183.63
Cgi Common Stock (GIB) 2.9 $24M 267k 90.76
Alphabet Common Stock (GOOG) 2.0 $17M 6.7k 2506.23
Itron Common Stock (ITRI) 1.7 $14M 140k 99.98
Microsoft Corp Common Stock (MSFT) 1.6 $13M 49k 270.89
Mastercard Incorporated Common Stock (MA) 1.2 $10M 28k 365.08
Nvidia Corporation Common Stock (NVDA) 1.0 $8.5M 11k 800.09
Lilly Eli & Co Common Stock (LLY) 0.9 $7.7M 34k 229.51
American Wtr Wks Common Stock (AWK) 0.9 $7.6M 49k 154.12
Adobe Systems Incorporated Common Stock (ADBE) 0.9 $7.3M 13k 585.59
Lauder Estee Cos Common Stock (EL) 0.7 $6.0M 19k 318.03
Waste Mgmt Inc Del Common Stock (WM) 0.7 $5.6M 40k 140.10
Nextera Energy Common Stock (NEE) 0.6 $5.2M 70k 73.27
Union Pac Corp Common Stock (UNP) 0.6 $4.8M 22k 219.90
Intuitive Surgical Common Stock (ISRG) 0.6 $4.6M 5.0k 919.52
Visa Common Stock (V) 0.5 $4.4M 19k 233.77
Stryker Corporation Common Stock (SYK) 0.5 $4.3M 17k 259.72
General Mtrs Common Stock (GM) 0.5 $4.2M 71k 59.16
Alphabet Common Stock (GOOGL) 0.5 $3.9M 1.6k 2441.53
Salesforce Common Stock (CRM) 0.4 $3.7M 15k 244.22
American Express Common Stock (AXP) 0.4 $3.6M 22k 165.21
Procter And Gamble Common Stock (PG) 0.4 $3.5M 26k 134.91
Splunk Common Stock 0.4 $3.4M 24k 144.54
Ansys Common Stock (ANSS) 0.4 $3.4M 9.8k 347.01
Godaddy Common Stock (GDDY) 0.4 $3.4M 39k 86.95
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.4 $3.4M 23k 147.09
International Paper Common Stock (IP) 0.4 $3.3M 54k 61.29
Colgate Palmolive Common Stock (CL) 0.4 $3.3M 41k 81.34
International Flavors&fragra Common Stock (IFF) 0.4 $3.2M 21k 149.39
Honest Common Stock (HNST) 0.3 $2.7M 169k 16.19
Merck & Co Common Stock (MRK) 0.3 $2.7M 34k 77.74
Workday Common Stock (WDAY) 0.3 $2.6M 11k 238.66
Home Depot Common Stock (HD) 0.3 $2.6M 8.0k 318.88
Nextera Energy Partners Common Stock (NEP) 0.3 $2.5M 33k 76.34
Farfetch Common Stock (FTCHQ) 0.3 $2.4M 48k 50.34
Metlife Common Stock (MET) 0.3 $2.3M 38k 59.83
Momentive Global Common Stock 0.3 $2.2M 107k 21.06
Canadian Natl Ry Common Stock (CNI) 0.3 $2.2M 21k 105.60
Lululemon Athletica Common Stock (LULU) 0.3 $2.2M 6.0k 364.96
Lumen Technologies Common Stock (LUMN) 0.3 $2.2M 160k 13.58
Neogenomics Common Stock (NEO) 0.3 $2.2M 48k 45.16
Bank New York Mellon Corp Common Stock (BK) 0.2 $2.0M 40k 51.21
Kimberly-clark Corp Common Stock (KMB) 0.2 $2.0M 15k 133.77
Comcast Corp Common Stock (CMCSA) 0.2 $2.0M 35k 57.02
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.2 $1.9M 33k 56.13
Array Technologies Common Stock (ARRY) 0.2 $1.9M 119k 15.59
Akamai Technologies Common Stock (AKAM) 0.2 $1.8M 16k 116.56
Ebay Common Stock (EBAY) 0.2 $1.8M 26k 70.19
State Str Corp Common Stock (STT) 0.2 $1.8M 22k 82.27
Anthem Common Stock (ELV) 0.2 $1.6M 4.1k 381.75
International Business Machs Common Stock (IBM) 0.2 $1.6M 11k 146.53
Unitedhealth Group Common Stock (UNH) 0.2 $1.5M 3.7k 400.27
Intel Corp Common Stock (INTC) 0.2 $1.5M 26k 56.13
Cigna Corp Common Stock (CI) 0.2 $1.4M 6.1k 236.98
HP Common Stock (HPQ) 0.2 $1.4M 47k 30.19
Oracle Corp Common Stock (ORCL) 0.2 $1.4M 18k 77.83
Northern Tr Corp Common Stock (NTRS) 0.2 $1.4M 12k 115.59
Sunnova Energy Intl Common Stock (NOVA) 0.2 $1.4M 36k 37.64
Rockwell Automation Common Stock (ROK) 0.2 $1.4M 4.7k 285.99
Cisco Sys Common Stock (CSCO) 0.2 $1.3M 25k 52.96
Arista Networks Common Stock (ANET) 0.2 $1.3M 3.6k 362.04
Hewlett Packard Enterprise C Common Stock (HPE) 0.2 $1.3M 87k 14.58
American Tower Corp Common Stock (AMT) 0.1 $1.2M 4.5k 269.94
Pfizer Common Stock (PFE) 0.1 $1.2M 31k 39.13
Target Corp Common Stock (TGT) 0.1 $1.2M 4.8k 241.54
Edison Intl Common Stock (EIX) 0.1 $1.1M 19k 57.77
Hartford Finl Svcs Group Common Stock (HIG) 0.1 $1.1M 17k 61.97
Qualcomm Common Stock (QCOM) 0.1 $1.0M 7.2k 142.82
Essential Utils Common Stock (WTRG) 0.1 $986k 22k 45.66
Us Bancorp Del Common Stock (USB) 0.1 $950k 17k 56.97
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $928k 1.7k 558.36
Truist Finl Corp Common Stock (TFC) 0.1 $928k 17k 55.48
Tesla Common Stock (TSLA) 0.1 $907k 1.3k 679.40
Prologis Common Stock (PLD) 0.1 $896k 7.5k 119.48
Bristol-myers Squibb Common Stock (BMY) 0.1 $878k 13k 66.77
Booking Holdings Common Stock (BKNG) 0.1 $873k 399.00 2187.97
Electronic Arts Common Stock (EA) 0.1 $860k 6.0k 143.72
At&t Common Stock (T) 0.1 $844k 29k 28.76
Texas Instrs Common Stock (TXN) 0.1 $808k 4.2k 192.15
Abbott Labs Common Stock (ABT) 0.1 $796k 6.9k 115.80
Applied Matls Common Stock (AMAT) 0.1 $791k 5.6k 142.39
Centene Corp Del Common Stock (CNC) 0.1 $753k 10k 72.88
Autozone Common Stock (AZO) 0.1 $713k 478.00 1491.63
Ormat Technologies Common Stock (ORA) 0.1 $712k 10k 69.44
Plug Power Common Stock (PLUG) 0.1 $680k 20k 34.17
Trimble Common Stock (TRMB) 0.1 $679k 8.3k 81.81
Advanced Micro Devices Common Stock (AMD) 0.1 $672k 7.2k 93.91
V F Corp Common Stock (VFC) 0.1 $639k 7.8k 81.94
Shoals Technologies Group In Common Stock (SHLS) 0.1 $639k 18k 35.50
Charter Communications Inc N Common Stock (CHTR) 0.1 $637k 883.00 721.40
Abbvie Common Stock (ABBV) 0.1 $611k 5.4k 112.59
Hca Healthcare Common Stock (HCA) 0.1 $607k 2.9k 206.60
S&p Global Common Stock (SPGI) 0.1 $595k 1.5k 410.34
Darling Ingredients Common Stock (DAR) 0.1 $590k 8.8k 67.43
Sherwin Williams Common Stock (SHW) 0.1 $588k 2.2k 272.22
Lam Research Corp Common Stock 0.1 $579k 890.00 650.56
Installed Bldg Prods Common Stock (IBP) 0.1 $577k 4.7k 122.25
Sempra Energy Common Stock (SRE) 0.1 $577k 4.4k 132.37
Air Prods & Chems Common Stock (APD) 0.1 $566k 2.0k 287.60
Idex Corp Common Stock (IEX) 0.1 $561k 2.6k 220.00
Brookfield Renewable Corp Common Stock (BEPC) 0.1 $559k 13k 41.87
Edwards Lifesciences Corp Common Stock (EW) 0.1 $520k 5.0k 103.48
Deere & Co Common Stock (DE) 0.1 $519k 1.5k 352.34
Hain Celestial Group Common Stock (HAIN) 0.1 $497k 12k 40.08
Solaredge Technologies Common Stock (SEDG) 0.1 $489k 1.8k 276.27
Csx Corp Common Stock (CSX) 0.1 $473k 15k 32.04
Danaher Corporation Common Stock (DHR) 0.1 $473k 1.8k 268.29
Omnicom Group Common Stock (OMC) 0.1 $468k 5.9k 79.97
Norfolk Southn Corp Common Stock (NSC) 0.1 $441k 1.7k 264.86
Amgen Common Stock (AMGN) 0.1 $438k 1.8k 243.47
Xylem Common Stock (XYL) 0.0 $395k 3.3k 119.70
Chipotle Mexican Grill Common Stock (CMG) 0.0 $395k 255.00 1549.02
Illumina Common Stock (ILMN) 0.0 $362k 767.00 471.97
Discovery Common Stock 0.0 $361k 12k 30.66
Toronto Dominion Bk Ont Common Stock (TD) 0.0 $350k 5.0k 70.03
Caterpillar Common Stock (CAT) 0.0 $313k 1.4k 217.51
Fox Corp Common Stock (FOXA) 0.0 $297k 8.0k 37.07
Ulta Beauty Common Stock (ULTA) 0.0 $296k 858.00 344.99
Atmos Energy Corp Common Stock (ATO) 0.0 $296k 3.1k 96.04
Gilead Sciences Common Stock (GILD) 0.0 $293k 4.3k 68.83
Sysco Corp Common Stock (SYY) 0.0 $292k 3.8k 77.62
Mohawk Inds Common Stock (MHK) 0.0 $284k 1.5k 191.76
3M Common Stock (MMM) 0.0 $280k 1.4k 198.02
United Parcel Service Common Stock (UPS) 0.0 $256k 1.2k 207.62
Fifth Third Bancorp Common Stock (FITB) 0.0 $252k 6.6k 38.16
Amphenol Corp Common Stock (APH) 0.0 $252k 3.7k 68.39
Analog Devices Common Stock (ADI) 0.0 $248k 1.4k 171.98
Danimer Scientific Common Stock (DNMR) 0.0 $237k 9.5k 24.95
Gap Common Stock (GAP) 0.0 $219k 6.5k 33.63
Bank Nova Scotia B C Common Stock (BNS) 0.0 $212k 3.3k 64.81
News Corp Common Stock (NWSA) 0.0 $204k 7.9k 25.69
Interpublic Group Cos Common Stock (IPG) 0.0 $204k 6.3k 32.33
Marsh & Mclennan Cos Common Stock (MMC) 0.0 $198k 1.4k 140.43
Becton Dickinson & Co Common Stock (BDX) 0.0 $196k 808.00 242.57
Best Buy Common Stock (BBY) 0.0 $195k 1.7k 114.44
Keycorp Common Stock (KEY) 0.0 $186k 9.0k 20.58
Etsy Common Stock (ETSY) 0.0 $185k 901.00 205.33
Carrier Global Corporation Common Stock (CARR) 0.0 $185k 3.8k 48.51
Ppg Inds Common Stock (PPG) 0.0 $182k 1.1k 169.15
Citizens Finl Group Common Stock (CFG) 0.0 $182k 4.0k 45.81
Regions Financial Corp Common Stock (RF) 0.0 $179k 8.9k 20.07
M & T Bk Corp Common Stock (MTB) 0.0 $175k 1.2k 144.51
Boston Scientific Corp Common Stock (BSX) 0.0 $173k 4.1k 42.55
Biogen Common Stock (BIIB) 0.0 $172k 497.00 346.08
Expedia Group Common Stock (EXPE) 0.0 $169k 1.0k 163.28
Cummins Common Stock (CMI) 0.0 $167k 688.00 242.73
Illinois Tool Wks Common Stock (ITW) 0.0 $166k 745.00 222.82
Humana Common Stock (HUM) 0.0 $164k 372.00 440.86
Mercadolibre Common Stock (MELI) 0.0 $146k 94.00 1553.19
Xilinx Common Stock 0.0 $139k 965.00 144.04
Huntington Bancshares Common Stock (HBAN) 0.0 $138k 9.7k 14.19
Ball Corp Common Stock (BALL) 0.0 $120k 1.5k 80.65
Canadian Pac Ry Common Stock 0.0 $120k 1.6k 76.34
Organon & Co Common Stock (OGN) 0.0 $102k 3.4k 30.20
Digital Rlty Tr Common Stock (DLR) 0.0 $100k 670.00 149.25
Wideopenwest Common Stock (WOW) 0.0 $83k 4.0k 20.65
Verizon Communications Common Stock (VZ) 0.0 $64k 1.2k 55.56
Verisk Analytics Common Stock (VRSK) 0.0 $54k 314.00 171.97
Nice American Depository Receipt (NICE) 0.0 $19k 78.00 243.59