Mirova

Mirova as of June 30, 2022

Portfolio Holdings for Mirova

Mirova holds 171 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Common Stock (TMO) 24.9 $175M 323k 543.28
Ecolab Common Stock (ECL) 13.4 $94M 614k 153.76
Sunrun Common Stock (RUN) 6.8 $48M 2.1M 23.36
Microsoft Corp Common Stock (MSFT) 3.0 $21M 83k 256.83
Cgi Common Stock (GIB) 2.9 $21M 257k 79.49
Mastercard Incorporated Common Stock (MA) 2.4 $17M 53k 315.46
Lilly Eli & Co Common Stock (LLY) 2.0 $14M 44k 324.22
Nvidia Corporation Common Stock (NVDA) 1.6 $11M 74k 151.59
American Wtr Wks Common Stock (AWK) 1.5 $10M 70k 148.76
Adobe Systems Incorporated Common Stock (ADBE) 1.5 $10M 28k 366.05
Waste Mgmt Inc Del Common Stock (WM) 1.3 $9.0M 59k 152.98
Visa Common Stock (V) 1.3 $9.0M 46k 196.87
Nextera Energy Common Stock (NEE) 1.2 $8.6M 111k 77.46
Union Pac Corp Common Stock (UNP) 1.2 $8.4M 39k 213.25
Ebay Common Stock (EBAY) 1.0 $7.0M 167k 41.66
Lauder Estee Cos Common Stock (EL) 1.0 $6.8M 27k 254.64
Danaher Corporation Common Stock (DHR) 0.9 $6.6M 26k 253.51
Enphase Energy Common Stock (ENPH) 0.9 $6.2M 32k 195.23
Colgate Palmolive Common Stock (CL) 0.8 $5.9M 74k 80.14
Intuitive Surgical Common Stock (ISRG) 0.8 $5.6M 28k 200.68
Salesforce Common Stock (CRM) 0.7 $5.0M 30k 165.02
Roper Technologies Common Stock (ROP) 0.7 $4.7M 12k 394.62
Tesla Common Stock (TSLA) 0.6 $4.4M 6.5k 673.37
Bright Horizons Fam Sol In D Common Stock (BFAM) 0.6 $4.3M 51k 84.51
Stryker Corporation Common Stock (SYK) 0.6 $4.2M 21k 198.90
Itron Common Stock (ITRI) 0.6 $4.2M 85k 49.42
Agco Corp Common Stock (AGCO) 0.6 $4.2M 43k 98.70
Procter And Gamble Common Stock (PG) 0.6 $4.1M 29k 143.76
General Mtrs Common Stock (GM) 0.6 $3.9M 122k 31.76
Bristol-myers Squibb Common Stock (BMY) 0.5 $3.9M 50k 76.98
Shoals Technologies Group In Common Stock (SHLS) 0.5 $3.8M 232k 16.48
Xylem Common Stock (XYL) 0.5 $3.7M 47k 78.18
Hartford Finl Svcs Group Common Stock (HIG) 0.5 $3.6M 56k 65.41
International Flavors&fragra Common Stock (IFF) 0.5 $3.6M 31k 119.10
American Express Common Stock (AXP) 0.5 $3.6M 26k 138.59
Nextera Energy Partners Common Stock (NEP) 0.5 $3.6M 49k 74.14
Plug Power Common Stock (PLUG) 0.5 $3.3M 201k 16.57
Godaddy Common Stock (GDDY) 0.5 $3.3M 48k 69.55
Sunnova Energy Intl Common Stock (NOVA) 0.5 $3.2M 172k 18.43
Oracle Corp Common Stock (ORCL) 0.4 $3.0M 44k 69.86
Kimberly-clark Corp Common Stock (KMB) 0.4 $2.7M 20k 135.10
Darling Ingredients Common Stock (DAR) 0.4 $2.6M 43k 59.79
S&p Global Common Stock (SPGI) 0.4 $2.5M 7.6k 336.95
Array Technologies Common Stock (ARRY) 0.4 $2.5M 229k 11.01
V F Corp Common Stock (VFC) 0.4 $2.5M 56k 44.17
Splunk Common Stock 0.3 $2.4M 28k 88.46
Verizon Communications Common Stock (VZ) 0.3 $2.4M 48k 50.73
Ansys Common Stock (ANSS) 0.3 $2.4M 10k 239.20
Avalonbay Cmntys Common Stock (AVB) 0.3 $2.4M 12k 194.20
Ball Corp Common Stock (BALL) 0.3 $2.4M 34k 68.77
Fluence Energy Common Stock (FLNC) 0.3 $2.4M 249k 9.48
Lululemon Athletica Common Stock (LULU) 0.3 $2.3M 8.5k 272.59
Alexandria Real Estate Eq In Common Stock (ARE) 0.3 $2.3M 16k 144.99
Norfolk Southn Corp Common Stock (NSC) 0.3 $2.2M 9.9k 227.28
News Corp Common Stock (NWSA) 0.3 $2.2M 143k 15.58
Canadian Pac Ry Common Stock 0.3 $2.2M 31k 69.84
Eversource Energy Common Stock (ES) 0.3 $2.2M 26k 84.45
Ally Finl Common Stock (ALLY) 0.3 $2.1M 64k 33.51
Signature Bk New York N Y Common Stock (SBNY) 0.3 $2.1M 12k 179.21
Home Depot Common Stock (HD) 0.3 $2.0M 7.5k 274.16
Servicenow Common Stock (NOW) 0.3 $2.0M 4.2k 475.38
Hca Healthcare Common Stock (HCA) 0.3 $2.0M 12k 167.98
Hannon Armstrong Sust Infr C Common Stock (HASI) 0.3 $2.0M 52k 37.86
Pfizer Common Stock (PFE) 0.3 $1.9M 36k 52.43
Edwards Lifesciences Corp Common Stock (EW) 0.3 $1.9M 20k 95.08
Chargepoint Holdings Common Stock (CHPT) 0.3 $1.8M 132k 13.69
Workday Common Stock (WDAY) 0.3 $1.8M 13k 139.56
Abbvie Common Stock (ABBV) 0.2 $1.7M 11k 153.16
News Corp Common Stock (NWS) 0.2 $1.7M 106k 15.89
Rockwell Automation Common Stock (ROK) 0.2 $1.6M 8.1k 199.28
Comcast Corp Common Stock (CMCSA) 0.2 $1.5M 39k 39.23
Welltower Common Stock (WELL) 0.2 $1.5M 18k 82.34
Merck & Co Common Stock (MRK) 0.2 $1.5M 17k 91.15
Watts Water Technologies Common Stock (WTS) 0.2 $1.5M 12k 122.83
Farfetch Common Stock (FTCHF) 0.2 $1.4M 196k 7.16
Qualcomm Common Stock (QCOM) 0.2 $1.3M 11k 127.71
Lowes Cos Common Stock (LOW) 0.2 $1.3M 7.6k 174.65
Advanced Micro Devices Common Stock (AMD) 0.2 $1.3M 17k 76.41
Marsh & Mclennan Cos Common Stock (MMC) 0.2 $1.3M 8.4k 155.13
Solaredge Technologies Common Stock (SEDG) 0.2 $1.2M 4.4k 273.49
American Tower Corp Common Stock (AMT) 0.2 $1.2M 4.6k 255.42
Wolfspeed Common Stock (WOLF) 0.2 $1.1M 17k 63.40
Boston Properties Common Stock (BXP) 0.2 $1.1M 12k 88.97
Trimble Common Stock (TRMB) 0.1 $1.1M 18k 58.18
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $1.1M 1.8k 590.68
Brookfield Renewable Corp Common Stock (BEPC) 0.1 $1.0M 29k 35.59
Verisk Analytics Common Stock (VRSK) 0.1 $1.0M 5.8k 173.00
Equity Residential Common Stock (EQR) 0.1 $1.0M 14k 72.18
Resmed Common Stock (RMD) 0.1 $999k 4.8k 209.57
Hain Celestial Group Common Stock (HAIN) 0.1 $997k 42k 23.74
Momentive Global Common Stock 0.1 $992k 113k 8.79
Taiwan Semiconductor Mfg American Depository Receipt (TSM) 0.1 $971k 12k 81.67
Nortonlifelock Common Stock (GEN) 0.1 $914k 42k 21.95
Idex Corp Common Stock (IEX) 0.1 $908k 5.0k 181.60
Honest Common Stock (HNST) 0.1 $898k 308k 2.92
Dexcom Common Stock (DXCM) 0.1 $893k 12k 74.52
Amgen Common Stock (AMGN) 0.1 $888k 3.7k 243.22
Davita Common Stock (DVA) 0.1 $880k 11k 79.91
Prologis Common Stock (PLD) 0.1 $870k 7.4k 117.58
Moderna Common Stock (MRNA) 0.1 $866k 6.1k 142.69
Molina Healthcare Common Stock (MOH) 0.1 $852k 3.0k 279.44
Telus Corporation Common Stock (TU) 0.1 $827k 37k 22.21
Autodesk Common Stock (ADSK) 0.1 $820k 4.8k 171.91
Target Corp Common Stock (TGT) 0.1 $806k 5.7k 141.18
Viatris Common Stock (VTRS) 0.1 $801k 77k 10.46
Charter Communications Inc N Common Stock (CHTR) 0.1 $794k 1.7k 468.44
Netflix Common Stock (NFLX) 0.1 $786k 4.5k 174.67
Vmware Common Stock 0.1 $776k 6.8k 113.97
Truist Finl Corp Common Stock (TFC) 0.1 $767k 16k 47.39
Crown Castle Intl Corp Common Stock (CCI) 0.1 $753k 4.5k 168.19
Us Bancorp Del Common Stock (USB) 0.1 $750k 16k 46.01
Electronic Arts Common Stock (EA) 0.1 $723k 5.9k 121.53
Tetra Tech Common Stock (TTEK) 0.1 $693k 5.1k 136.42
Essex Ppty Tr Common Stock (ESS) 0.1 $678k 2.6k 261.37
Sun Life Financial Common Stock (SLF) 0.1 $648k 14k 45.70
Csx Corp Common Stock (CSX) 0.1 $647k 22k 29.05
Neogenomics Common Stock (NEO) 0.1 $632k 78k 8.14
Morgan Stanley Common Stock (MS) 0.1 $622k 8.2k 75.97
Thomson Reuters Corp. Common Stock 0.1 $604k 5.8k 103.89
Ballard Pwr Sys Common Stock (BLDP) 0.1 $603k 96k 6.30
Equinix Common Stock (EQIX) 0.1 $602k 917.00 656.49
Hologic Common Stock (HOLX) 0.1 $599k 8.7k 69.22
Twitter Common Stock 0.1 $589k 16k 37.39
Lam Research Corp Common Stock (LRCX) 0.1 $584k 1.4k 425.66
Biogen Common Stock (BIIB) 0.1 $576k 2.8k 203.82
Mercadolibre Common Stock (MELI) 0.1 $574k 902.00 636.36
Svb Financial Group Common Stock (SIVBQ) 0.1 $574k 1.5k 394.77
Schwab Charles Corp Common Stock (SCHW) 0.1 $545k 8.6k 63.09
Aflac Common Stock (AFL) 0.1 $539k 9.8k 55.25
Illinois Tool Wks Common Stock (ITW) 0.1 $539k 3.0k 182.22
Autozone Common Stock (AZO) 0.1 $537k 250.00 2148.00
Sealed Air Corp Common Stock (SEE) 0.1 $471k 8.2k 57.71
Unitedhealth Group Common Stock (UNH) 0.1 $467k 911.00 512.62
Texas Instrs Common Stock (TXN) 0.1 $432k 2.8k 153.63
Cme Group Common Stock (CME) 0.1 $428k 2.1k 204.69
Starbucks Corp Common Stock (SBUX) 0.1 $417k 5.5k 76.26
Mp Materials Corp Common Stock (MP) 0.1 $384k 12k 32.00
Blackrock Common Stock (BLK) 0.1 $384k 631.00 608.56
M & T Bk Corp Common Stock (MTB) 0.1 $383k 2.4k 158.99
Digital Rlty Tr Common Stock (DLR) 0.1 $377k 2.9k 129.82
Teleflex Incorporated Common Stock (TFX) 0.1 $369k 1.5k 245.35
Advanced Drain Sys Inc Del Common Stock (WMS) 0.1 $360k 4.0k 90.00
Perkinelmer Common Stock (RVTY) 0.0 $349k 2.5k 142.04
Becton Dickinson & Co Common Stock (BDX) 0.0 $345k 1.4k 246.43
Booking Holdings Common Stock (BKNG) 0.0 $334k 191.00 1748.69
Omnicom Group Common Stock (OMC) 0.0 $327k 5.1k 63.56
Bloom Energy Corp Common Stock (BE) 0.0 $306k 19k 16.47
Intercontinental Exchange In Common Stock (ICE) 0.0 $306k 3.3k 93.98
Sysco Corp Common Stock (SYY) 0.0 $291k 3.4k 84.42
Iqvia Hldgs Common Stock (IQV) 0.0 $264k 1.2k 216.93
Fifth Third Bancorp Common Stock (FITB) 0.0 $263k 7.8k 33.59
Centene Corp Del Common Stock (CNC) 0.0 $260k 3.1k 84.61
Huntington Bancshares Common Stock (HBAN) 0.0 $254k 21k 12.00
Tractor Supply Common Stock (TSCO) 0.0 $252k 1.3k 193.70
Interpublic Group Cos Common Stock (IPG) 0.0 $249k 9.1k 27.47
Regions Financial Corp Common Stock (RF) 0.0 $247k 13k 18.72
Citizens Finl Group Common Stock (CFG) 0.0 $237k 6.7k 35.63
Danimer Scientific Common Stock (DNMR) 0.0 $227k 50k 4.54
Oatly Group Ab American Depository Receipt (OTLY) 0.0 $221k 64k 3.45
Bce Common Stock (BCE) 0.0 $215k 4.4k 49.08
Weyerhaeuser Co Mtn Be Common Stock (WY) 0.0 $209k 6.3k 33.09
Capital One Finl Corp Common Stock (COF) 0.0 $198k 1.9k 103.72
United Parcel Service Common Stock (UPS) 0.0 $188k 1.0k 181.64
Illumina Common Stock (ILMN) 0.0 $178k 967.00 184.07
Canadian Natl Ry Common Stock (CNI) 0.0 $166k 1.5k 111.86
Micron Technology Common Stock (MU) 0.0 $129k 2.3k 54.96
General Mls Common Stock (GIS) 0.0 $104k 1.4k 74.87
3M Common Stock (MMM) 0.0 $102k 792.00 128.79
Dominion Energy Common Stock (D) 0.0 $89k 1.1k 79.32
Expedia Group Common Stock (EXPE) 0.0 $85k 906.00 93.82
Warner Bros Discovery Common Stock (WBD) 0.0 $31k 2.4k 13.11