Mirova US as of Sept. 30, 2020
Portfolio Holdings for Mirova US
Mirova US holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 9.4 | $164M | 371k | 441.52 | |
| Microsoft Corporation (MSFT) | 9.0 | $157M | 744k | 210.33 | |
| Danaher Corporation (DHR) | 8.7 | $152M | 707k | 215.33 | |
| Mastercard Incorporated Cl A (MA) | 8.7 | $152M | 448k | 338.17 | |
| eBay (EBAY) | 8.0 | $140M | 2.7M | 52.10 | |
| Ecolab (ECL) | 6.2 | $108M | 539k | 199.84 | |
| Visa Com Cl A (V) | 6.1 | $106M | 529k | 199.97 | |
| Roper Industries (ROP) | 6.0 | $105M | 267k | 395.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $97M | 1.2M | 81.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $96M | 66k | 1465.60 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $94M | 191k | 490.43 | |
| Nextera Energy (NEE) | 3.4 | $59M | 212k | 277.56 | |
| American Water Works (AWK) | 3.1 | $53M | 369k | 144.88 | |
| Ball Corporation (BALL) | 2.3 | $40M | 475k | 83.12 | |
| Lauder Estee Cos Cl A (EL) | 2.1 | $38M | 172k | 218.25 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $36M | 51k | 709.54 | |
| Signature Bank (SBNY) | 1.9 | $34M | 408k | 82.99 | |
| Oracle Corporation (ORCL) | 1.7 | $30M | 503k | 59.70 | |
| Gilead Sciences (GILD) | 1.7 | $30M | 470k | 63.19 | |
| Watts Water Technologies Cl A (WTS) | 1.6 | $28M | 277k | 100.15 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.1 | $20M | 132k | 152.04 | |
| NVIDIA Corporation (NVDA) | 0.4 | $7.1M | 13k | 541.23 | |
| Ormat Technologies (ORA) | 0.1 | $1.6M | 27k | 59.13 | |
| Xylem (XYL) | 0.1 | $1.6M | 19k | 84.08 | |
| Waste Management (WM) | 0.1 | $1.2M | 11k | 113.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $906k | 617.00 | 1468.40 |
