Mirova US as of March 31, 2023
Portfolio Holdings for Mirova US
Mirova US holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.2 | $453M | 1.6M | 277.75 | |
| Microsoft Corporation (MSFT) | 7.9 | $438M | 1.5M | 288.28 | |
| Thermo Fisher Scientific (TMO) | 7.7 | $425M | 738k | 576.37 | |
| Mastercard Incorporated Cl A (MA) | 7.5 | $415M | 1.1M | 363.41 | |
| eBay (EBAY) | 6.9 | $383M | 8.6M | 44.37 | |
| Ecolab (ECL) | 5.6 | $307M | 1.9M | 165.53 | |
| Adobe Systems Incorporated (ADBE) | 5.5 | $302M | 784k | 385.36 | |
| Roper Industries (ROP) | 5.3 | $290M | 659k | 440.69 | |
| Aptiv SHS (APTV) | 5.2 | $285M | 2.5M | 112.19 | |
| Visa Com Cl A (V) | 4.7 | $260M | 1.2M | 225.46 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $223M | 2.4M | 93.02 | |
| Eli Lilly & Co. (LLY) | 4.0 | $223M | 648k | 343.42 | |
| Danaher Corporation (DHR) | 3.8 | $207M | 821k | 252.04 | |
| Nextera Energy (NEE) | 3.5 | $195M | 2.5M | 77.08 | |
| Xylem (XYL) | 3.4 | $185M | 1.8M | 104.70 | |
| American Water Works (AWK) | 2.3 | $124M | 847k | 146.49 | |
| Watts Water Technologies Cl A (WTS) | 2.1 | $113M | 672k | 168.32 | |
| Verizon Communications (VZ) | 2.0 | $108M | 2.8M | 38.89 | |
| AGCO Corporation (AGCO) | 1.8 | $100M | 737k | 135.20 | |
| Lauder Estee Cos Cl A (EL) | 1.8 | $99M | 401k | 246.46 | |
| Ball Corporation (BALL) | 1.7 | $96M | 1.7M | 55.11 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $91M | 357k | 255.42 | |
| Edwards Lifesciences (EW) | 1.2 | $67M | 812k | 82.73 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.0 | $55M | 710k | 76.99 | |
| Sunrun (RUN) | 1.0 | $54M | 2.7M | 20.15 | |
| First Solar (FSLR) | 0.2 | $12M | 54k | 217.50 | |
| Waste Management (WM) | 0.0 | $555k | 3.4k | 163.17 |
