Mirova US as of Dec. 31, 2020
Portfolio Holdings for Mirova US
Mirova US holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $205M | 923k | 222.42 | |
| Mastercard Incorporated Cl A (MA) | 8.7 | $199M | 558k | 356.94 | |
| Ecolab (ECL) | 8.3 | $190M | 880k | 216.36 | |
| Thermo Fisher Scientific (TMO) | 7.6 | $174M | 374k | 465.78 | |
| eBay (EBAY) | 7.4 | $169M | 3.4M | 50.25 | |
| Danaher Corporation (DHR) | 6.7 | $154M | 693k | 222.14 | |
| Visa Com Cl A (V) | 6.3 | $144M | 658k | 218.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $143M | 82k | 1752.64 | |
| Roper Industries (ROP) | 6.2 | $143M | 332k | 431.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $135M | 1.2M | 109.04 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $116M | 232k | 500.12 | |
| Signature Bank (SBNY) | 4.6 | $105M | 773k | 135.29 | |
| Nextera Energy (NEE) | 3.4 | $78M | 1.0M | 77.15 | |
| American Water Works (AWK) | 2.9 | $68M | 441k | 153.47 | |
| Ball Corporation (BALL) | 2.4 | $55M | 593k | 93.18 | |
| Lauder Estee Cos Cl A (EL) | 2.4 | $55M | 207k | 266.19 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $50M | 61k | 818.10 | |
| Watts Water Technologies Cl A (WTS) | 1.8 | $41M | 340k | 121.70 | |
| Oracle Corporation (ORCL) | 1.7 | $39M | 596k | 64.69 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.2 | $27M | 154k | 172.99 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.0M | 3.8k | 521.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.1M | 614.00 | 1750.81 | |
| Ormat Technologies (ORA) | 0.0 | $764k | 8.5k | 90.25 | |
| Xylem (XYL) | 0.0 | $641k | 6.3k | 101.63 | |
| Waste Management (WM) | 0.0 | $476k | 4.0k | 117.82 |
