Mirova US as of Sept. 30, 2021
Portfolio Holdings for Mirova US
Mirova US holds 27 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $387M | 1.4M | 281.92 | |
| eBay (EBAY) | 8.1 | $346M | 5.0M | 69.67 | |
| Thermo Fisher Scientific (TMO) | 7.5 | $319M | 559k | 571.33 | |
| Danaher Corporation (DHR) | 7.3 | $314M | 1.0M | 304.44 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $288M | 829k | 347.68 | |
| Ecolab (ECL) | 6.4 | $273M | 1.3M | 208.62 | |
| Adobe Systems Incorporated (ADBE) | 5.8 | $247M | 429k | 575.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $234M | 88k | 2673.51 | |
| Roper Industries (ROP) | 5.1 | $221M | 494k | 446.13 | |
| NVIDIA Corporation (NVDA) | 5.1 | $220M | 1.1M | 207.16 | |
| Visa Com Cl A (V) | 5.1 | $218M | 977k | 222.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $209M | 1.9M | 111.65 | |
| Signature Bank (SBNY) | 3.2 | $138M | 506k | 272.28 | |
| Eli Lilly & Co. (LLY) | 3.1 | $133M | 577k | 231.05 | |
| Nextera Energy (NEE) | 2.7 | $115M | 1.5M | 78.52 | |
| American Water Works (AWK) | 2.6 | $111M | 655k | 169.04 | |
| Lauder Estee Cos Cl A (EL) | 2.2 | $92M | 307k | 299.93 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $91M | 91k | 994.14 | |
| Watts Water Technologies Cl A (WTS) | 2.0 | $85M | 507k | 168.09 | |
| Ball Corporation (BALL) | 1.9 | $80M | 884k | 89.97 | |
| Oracle Corporation (ORCL) | 1.8 | $77M | 888k | 87.13 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.7 | $75M | 537k | 139.42 | |
| Sunrun (RUN) | 0.1 | $4.7M | 106k | 43.99 | |
| First Solar (FSLR) | 0.1 | $3.9M | 41k | 95.44 | |
| Xylem (XYL) | 0.0 | $1.7M | 14k | 123.65 | |
| Waste Management (WM) | 0.0 | $1.3M | 8.5k | 149.30 | |
| Avalara | 0.0 | $726k | 4.2k | 174.73 |
