Mirova US as of Sept. 30, 2022
Portfolio Holdings for Mirova US
Mirova US holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 8.4 | $361M | 712k | 507.19 | |
| Microsoft Corporation (MSFT) | 8.0 | $342M | 1.5M | 232.91 | |
| Mastercard Incorporated Cl A (MA) | 8.0 | $341M | 1.2M | 284.34 | |
| Eli Lilly & Co. (LLY) | 6.3 | $271M | 838k | 323.35 | |
| Ecolab (ECL) | 6.0 | $258M | 1.8M | 144.42 | |
| eBay (EBAY) | 5.5 | $236M | 6.4M | 36.81 | |
| Roper Industries (ROP) | 5.3 | $228M | 634k | 359.64 | |
| Visa Com Cl A (V) | 5.2 | $222M | 1.3M | 177.65 | |
| Danaher Corporation (DHR) | 5.0 | $216M | 835k | 258.29 | |
| Nextera Energy (NEE) | 4.5 | $193M | 2.5M | 78.41 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $177M | 642k | 275.21 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $160M | 2.3M | 68.56 | |
| MercadoLibre (MELI) | 3.5 | $149M | 180k | 827.78 | |
| NVIDIA Corporation (NVDA) | 2.8 | $119M | 979k | 121.39 | |
| Xylem (XYL) | 2.6 | $113M | 1.3M | 87.36 | |
| American Water Works (AWK) | 2.5 | $107M | 818k | 130.16 | |
| Verizon Communications (VZ) | 2.4 | $102M | 2.7M | 37.97 | |
| Signature Bank (SBNY) | 2.3 | $97M | 643k | 150.99 | |
| Lauder Estee Cos Cl A (EL) | 2.0 | $84M | 387k | 215.90 | |
| Watts Water Technologies Cl A (WTS) | 1.9 | $81M | 646k | 125.73 | |
| Ball Corporation (BALL) | 1.9 | $81M | 1.7M | 48.32 | |
| Deere & Company (DE) | 1.7 | $72M | 215k | 333.89 | |
| Sunrun (RUN) | 1.7 | $71M | 2.6M | 27.59 | |
| Edwards Lifesciences (EW) | 1.5 | $65M | 784k | 82.63 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $65M | 345k | 187.44 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.9 | $40M | 685k | 57.65 | |
| SVB Financial (SIVBQ) | 0.6 | $27M | 82k | 335.75 | |
| First Solar (FSLR) | 0.1 | $5.8M | 44k | 132.26 | |
| Waste Management (WM) | 0.0 | $514k | 3.2k | 159.93 |
