Mirova US as of Dec. 31, 2021
Portfolio Holdings for Mirova US
Mirova US holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.4 | $447M | 1.3M | 336.32 | |
| Thermo Fisher Scientific (TMO) | 7.8 | $417M | 625k | 667.24 | |
| Danaher Corporation (DHR) | 7.1 | $379M | 1.2M | 329.01 | |
| Mastercard Incorporated Cl A (MA) | 7.1 | $378M | 1.1M | 359.32 | |
| eBay (EBAY) | 6.9 | $369M | 5.5M | 66.50 | |
| Ecolab (ECL) | 6.9 | $366M | 1.6M | 234.59 | |
| Roper Industries (ROP) | 5.1 | $274M | 556k | 491.86 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $272M | 479k | 567.05 | |
| NVIDIA Corporation (NVDA) | 4.8 | $258M | 876k | 294.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.7 | $252M | 2.1M | 120.31 | |
| Visa Com Cl A (V) | 4.4 | $236M | 1.1M | 216.71 | |
| Eli Lilly & Co. (LLY) | 3.8 | $201M | 729k | 276.22 | |
| Signature Bank (SBNY) | 3.4 | $182M | 564k | 323.47 | |
| Nextera Energy (NEE) | 2.9 | $153M | 1.6M | 93.36 | |
| Ball Corporation (BALL) | 2.7 | $144M | 1.5M | 96.27 | |
| American Water Works (AWK) | 2.6 | $138M | 730k | 188.86 | |
| Xylem (XYL) | 2.6 | $137M | 1.1M | 119.93 | |
| Lauder Estee Cos Cl A (EL) | 2.4 | $127M | 343k | 370.20 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $110M | 306k | 359.30 | |
| Watts Water Technologies Cl A (WTS) | 2.1 | $110M | 566k | 194.17 | |
| Oracle Corporation (ORCL) | 2.1 | $110M | 1.3M | 87.21 | |
| MercadoLibre (MELI) | 1.9 | $102M | 76k | 1348.38 | |
| Sunrun (RUN) | 1.5 | $80M | 2.3M | 34.30 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.4 | $76M | 601k | 125.88 | |
| First Solar (FSLR) | 0.1 | $3.6M | 42k | 87.15 | |
| Waste Management (WM) | 0.0 | $1.8M | 11k | 166.81 | |
| Avalara | 0.0 | $1.4M | 11k | 129.07 |
