Mirova US as of June 30, 2021
Portfolio Holdings for Mirova US
Mirova US holds 26 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $332M | 1.2M | 270.90 | |
| eBay (EBAY) | 8.4 | $312M | 4.4M | 70.21 | |
| Mastercard Incorporated Cl A (MA) | 7.2 | $270M | 740k | 365.09 | |
| Thermo Fisher Scientific (TMO) | 6.7 | $251M | 498k | 504.47 | |
| Danaher Corporation (DHR) | 6.6 | $248M | 923k | 268.36 | |
| Ecolab (ECL) | 6.5 | $241M | 1.2M | 205.97 | |
| Adobe Systems Incorporated (ADBE) | 6.1 | $226M | 385k | 585.64 | |
| Roper Industries (ROP) | 5.5 | $207M | 440k | 470.20 | |
| Visa Com Cl A (V) | 5.5 | $204M | 873k | 233.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.4 | $201M | 1.7M | 120.16 | |
| NVIDIA Corporation (NVDA) | 5.1 | $191M | 239k | 800.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $190M | 78k | 2441.79 | |
| Eli Lilly & Co. (LLY) | 3.2 | $118M | 514k | 229.52 | |
| Signature Bank (SBNY) | 3.0 | $112M | 456k | 245.65 | |
| Nextera Energy (NEE) | 2.7 | $100M | 1.4M | 73.28 | |
| American Water Works (AWK) | 2.5 | $92M | 596k | 154.13 | |
| Lauder Estee Cos Cl A (EL) | 2.4 | $89M | 278k | 318.08 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $76M | 82k | 919.64 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.9 | $71M | 480k | 147.11 | |
| Watts Water Technologies Cl A (WTS) | 1.8 | $66M | 454k | 145.91 | |
| Ball Corporation (BALL) | 1.7 | $64M | 786k | 81.02 | |
| Oracle Corporation (ORCL) | 1.7 | $63M | 805k | 77.84 | |
| Xylem (XYL) | 0.1 | $2.3M | 19k | 119.94 | |
| Ormat Technologies (ORA) | 0.0 | $1.8M | 26k | 69.51 | |
| Waste Management (WM) | 0.0 | $1.6M | 12k | 140.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.1M | 444.00 | 2504.50 |
