Mirova US as of Dec. 31, 2022
Portfolio Holdings for Mirova US
Mirova US holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 8.1 | $401M | 728k | 550.69 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $392M | 1.1M | 347.73 | |
| Microsoft Corporation (MSFT) | 7.2 | $360M | 1.5M | 239.82 | |
| eBay (EBAY) | 6.9 | $341M | 8.2M | 41.47 | |
| Roper Industries (ROP) | 5.6 | $281M | 651k | 432.09 | |
| Ecolab (ECL) | 5.4 | $267M | 1.8M | 145.56 | |
| Visa Com Cl A (V) | 4.9 | $241M | 1.2M | 207.76 | |
| NVIDIA Corporation (NVDA) | 4.8 | $237M | 1.6M | 146.13 | |
| Eli Lilly & Co. (LLY) | 4.7 | $234M | 641k | 365.84 | |
| Danaher Corporation (DHR) | 4.5 | $223M | 841k | 265.42 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $221M | 657k | 336.52 | |
| Nextera Energy (NEE) | 4.2 | $211M | 2.5M | 83.60 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $176M | 2.4M | 74.49 | |
| SVB Financial (SIVBQ) | 3.3 | $166M | 719k | 230.14 | |
| Xylem (XYL) | 2.9 | $146M | 1.3M | 110.57 | |
| American Water Works (AWK) | 2.6 | $128M | 838k | 152.42 | |
| Verizon Communications (VZ) | 2.2 | $109M | 2.8M | 39.40 | |
| Lauder Estee Cos Cl A (EL) | 2.0 | $98M | 396k | 248.11 | |
| Watts Water Technologies Cl A (WTS) | 1.9 | $97M | 664k | 146.23 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $94M | 353k | 265.35 | |
| MercadoLibre (MELI) | 1.8 | $91M | 107k | 846.32 | |
| Ball Corporation (BALL) | 1.8 | $88M | 1.7M | 51.14 | |
| AGCO Corporation (AGCO) | 1.7 | $86M | 619k | 138.69 | |
| Sunrun (RUN) | 1.3 | $63M | 2.6M | 24.02 | |
| Edwards Lifesciences (EW) | 1.2 | $60M | 803k | 74.61 | |
| Signature Bank (SBNY) | 1.2 | $59M | 515k | 115.22 | |
| Deere & Company (DE) | 1.1 | $56M | 130k | 428.76 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.9 | $44M | 702k | 63.10 | |
| First Solar (FSLR) | 0.1 | $6.6M | 44k | 149.79 | |
| Waste Management (WM) | 0.0 | $534k | 3.4k | 156.88 | |
| Colgate-Palmolive Company (CL) | 0.0 | $201k | 2.5k | 78.79 |
