Mirova US as of June 30, 2020
Portfolio Holdings for Mirova US
Mirova US holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.7 | $111M | 546k | 203.51 | |
| eBay (EBAY) | 9.0 | $103M | 2.0M | 52.45 | |
| Thermo Fisher Scientific (TMO) | 8.6 | $99M | 272k | 362.34 | |
| Mastercard Incorporated Cl A (MA) | 8.5 | $97M | 328k | 295.70 | |
| Danaher Corporation (DHR) | 8.0 | $92M | 520k | 176.83 | |
| Ecolab (ECL) | 6.9 | $79M | 397k | 198.95 | |
| Roper Industries (ROP) | 6.6 | $76M | 196k | 388.26 | |
| Visa Com Cl A (V) | 6.5 | $75M | 387k | 193.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $68M | 48k | 1418.05 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $62M | 142k | 435.31 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.3 | $49M | 869k | 56.58 | |
| Nextera Energy (NEE) | 3.3 | $38M | 158k | 240.17 | |
| American Water Works (AWK) | 3.1 | $35M | 275k | 128.66 | |
| Signature Bank (SBNY) | 2.8 | $32M | 299k | 106.92 | |
| Gilead Sciences (GILD) | 2.3 | $27M | 349k | 76.94 | |
| Lauder Estee Cos Cl A (EL) | 2.1 | $24M | 128k | 188.69 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $22M | 38k | 569.84 | |
| Oracle Corporation (ORCL) | 1.8 | $21M | 375k | 55.27 | |
| Watts Water Technologies Cl A (WTS) | 1.4 | $17M | 204k | 81.00 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.0 | $12M | 100k | 117.21 | |
| NVIDIA Corporation (NVDA) | 0.4 | $5.0M | 13k | 379.90 | |
| Ormat Technologies (ORA) | 0.1 | $1.7M | 27k | 63.50 | |
| Xylem (XYL) | 0.1 | $1.2M | 19k | 64.98 | |
| Waste Management (WM) | 0.1 | $1.1M | 11k | 105.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $872k | 617.00 | 1413.29 |
