Mirova US as of Dec. 31, 2019
Portfolio Holdings for Mirova US
Mirova US holds 32 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.8 | $72M | 459k | 157.69 | |
| MasterCard Incorporated (MA) | 9.5 | $70M | 235k | 298.58 | |
| Thermo Fisher Scientific (TMO) | 9.0 | $66M | 204k | 324.85 | |
| Danaher Corporation (DHR) | 8.1 | $60M | 388k | 153.47 | |
| Ecolab (ECL) | 7.0 | $52M | 267k | 192.97 | |
| Visa (V) | 6.5 | $48M | 257k | 187.89 | |
| eBay (EBAY) | 6.4 | $47M | 1.3M | 36.11 | |
| Roper Industries (ROP) | 6.3 | $46M | 131k | 354.19 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $42M | 32k | 1339.33 | |
| American Water Works (AWK) | 5.2 | $38M | 310k | 122.85 | |
| Taiwan Semiconductor Mfg (TSM) | 4.9 | $36M | 627k | 58.09 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $32M | 97k | 329.79 | |
| Nextera Energy (NEE) | 3.6 | $27M | 110k | 242.15 | |
| Gilead Sciences (GILD) | 2.8 | $21M | 315k | 64.96 | |
| Signature Bank (SBNY) | 2.7 | $20M | 144k | 136.60 | |
| Estee Lauder Companies (EL) | 2.4 | $18M | 87k | 206.51 | |
| Watts Water Technologies (WTS) | 1.9 | $14M | 139k | 99.73 | |
| Oracle Corporation (ORCL) | 1.8 | $14M | 255k | 52.97 | |
| NVIDIA Corporation (NVDA) | 0.4 | $3.1M | 13k | 235.29 | |
| Intuitive Surgical (ISRG) | 0.4 | $2.8M | 4.8k | 590.98 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.3 | $2.5M | 17k | 150.12 | |
| Ormat Technologies (ORA) | 0.3 | $2.0M | 27k | 74.47 | |
| Hexcel Corporation (HXL) | 0.3 | $1.9M | 27k | 73.20 | |
| Xylem (XYL) | 0.2 | $1.5M | 19k | 78.69 | |
| International Flavors & Fragrances (IFF) | 0.1 | $1.1M | 8.3k | 128.82 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $820k | 614.00 | 1335.50 | |
| Novo Nordisk A/S (NVO) | 0.0 | $55k | 966.00 | 56.94 | |
| Unilever | 0.0 | $23k | 403.00 | 57.07 | |
| Sap (SAP) | 0.0 | $14k | 109.00 | 128.44 | |
| Prudential Public Limited Company (PUK) | 0.0 | $21k | 553.00 | 37.97 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $25k | 1.3k | 19.22 | |
| Asml Holding (ASML) | 0.0 | $15k | 51.00 | 294.12 |
