Mirova US as of June 30, 2022
Portfolio Holdings for Mirova US
Mirova US holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 8.4 | $390M | 718k | 543.28 | |
| Mastercard Incorporated Cl A (MA) | 8.2 | $380M | 1.2M | 315.48 | |
| Microsoft Corporation (MSFT) | 8.2 | $379M | 1.5M | 256.83 | |
| Danaher Corporation (DHR) | 6.3 | $292M | 1.2M | 253.52 | |
| Ecolab (ECL) | 5.9 | $276M | 1.8M | 153.76 | |
| Eli Lilly & Co. (LLY) | 5.9 | $273M | 842k | 324.23 | |
| eBay (EBAY) | 5.8 | $267M | 6.4M | 41.67 | |
| Roper Industries (ROP) | 5.4 | $251M | 636k | 394.65 | |
| Visa Com Cl A (V) | 5.3 | $247M | 1.3M | 196.89 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $236M | 644k | 366.05 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $195M | 2.4M | 81.75 | |
| Nextera Energy (NEE) | 4.1 | $191M | 2.5M | 77.46 | |
| NVIDIA Corporation (NVDA) | 3.2 | $149M | 985k | 151.59 | |
| Verizon Communications (VZ) | 3.0 | $137M | 2.7M | 50.75 | |
| American Water Works (AWK) | 2.6 | $122M | 821k | 148.77 | |
| Ball Corporation (BALL) | 2.5 | $118M | 1.7M | 68.77 | |
| MercadoLibre (MELI) | 2.5 | $117M | 184k | 636.86 | |
| Signature Bank (SBNY) | 2.5 | $116M | 646k | 179.21 | |
| Xylem (XYL) | 2.2 | $102M | 1.3M | 78.18 | |
| Lauder Estee Cos Cl A (EL) | 2.1 | $99M | 388k | 254.67 | |
| Watts Water Technologies Cl A (WTS) | 1.7 | $80M | 649k | 122.84 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $69M | 346k | 200.70 | |
| Sunrun (RUN) | 1.4 | $63M | 2.7M | 23.36 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.3 | $58M | 688k | 84.52 | |
| SVB Financial (SIVBQ) | 0.7 | $32M | 82k | 394.99 | |
| First Solar (FSLR) | 0.1 | $3.0M | 44k | 68.12 | |
| Waste Management (WM) | 0.0 | $570k | 3.7k | 152.90 | |
| Colgate-Palmolive Company (CL) | 0.0 | $207k | 2.6k | 79.86 |
