Mirova US as of March 31, 2020
Portfolio Holdings for Mirova US
Mirova US holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.3 | $78M | 493k | 157.71 | |
| Thermo Fisher Scientific (TMO) | 9.4 | $71M | 249k | 283.60 | |
| Danaher Corporation (DHR) | 8.8 | $66M | 477k | 138.41 | |
| MasterCard Incorporated (MA) | 8.6 | $65M | 269k | 241.56 | |
| Visa (V) | 6.8 | $51M | 318k | 161.12 | |
| Ecolab (ECL) | 6.7 | $51M | 326k | 155.83 | |
| Roper Industries (ROP) | 6.6 | $50M | 161k | 311.81 | |
| eBay (EBAY) | 6.4 | $49M | 1.6M | 30.06 | |
| Alphabet Inc Class A cs (GOOGL) | 6.0 | $45M | 39k | 1161.93 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $37M | 117k | 318.24 | |
| Taiwan Semiconductor Mfg (TSM) | 4.5 | $34M | 708k | 47.79 | |
| Nextera Energy (NEE) | 4.2 | $32M | 132k | 240.62 | |
| American Water Works (AWK) | 3.6 | $27M | 228k | 119.56 | |
| Gilead Sciences (GILD) | 2.9 | $22M | 289k | 74.76 | |
| Signature Bank (SBNY) | 2.6 | $20M | 246k | 80.39 | |
| Estee Lauder Companies (EL) | 2.2 | $17M | 106k | 159.34 | |
| Oracle Corporation (ORCL) | 2.0 | $15M | 311k | 48.33 | |
| Watts Water Technologies (WTS) | 1.9 | $14M | 169k | 84.65 | |
| NVIDIA Corporation (NVDA) | 0.4 | $3.3M | 12k | 263.62 | |
| Intuitive Surgical (ISRG) | 0.3 | $2.2M | 4.5k | 495.11 | |
| Ormat Technologies (ORA) | 0.2 | $1.7M | 26k | 67.66 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $1.6M | 16k | 102.06 | |
| Xylem (XYL) | 0.2 | $1.2M | 18k | 65.18 | |
| Hexcel Corporation (HXL) | 0.1 | $931k | 25k | 37.18 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $717k | 617.00 | 1162.07 |
