Mirova US as of June 30, 2023
Portfolio Holdings for Mirova US
Mirova US holds 28 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.0 | $480M | 1.1M | 422.99 | |
| Microsoft Corporation (MSFT) | 8.0 | $480M | 1.4M | 340.53 | |
| Mastercard Incorporated Cl A (MA) | 7.6 | $459M | 1.2M | 393.30 | |
| eBay (EBAY) | 6.6 | $395M | 8.8M | 44.69 | |
| Thermo Fisher Scientific (TMO) | 6.5 | $394M | 754k | 521.75 | |
| Adobe Systems Incorporated (ADBE) | 6.5 | $393M | 803k | 488.96 | |
| Ecolab (ECL) | 5.9 | $355M | 1.9M | 186.69 | |
| Roper Industries (ROP) | 5.4 | $325M | 675k | 480.80 | |
| Eli Lilly & Co. (LLY) | 5.2 | $312M | 664k | 468.98 | |
| Danaher Corporation (DHR) | 4.8 | $287M | 1.2M | 240.00 | |
| Visa Com Cl A (V) | 4.7 | $281M | 1.2M | 237.48 | |
| Aptiv SHS (APTV) | 4.4 | $265M | 2.6M | 102.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $241M | 2.4M | 100.92 | |
| Xylem (XYL) | 3.4 | $204M | 1.8M | 112.62 | |
| Nextera Energy (NEE) | 3.2 | $193M | 2.6M | 74.20 | |
| Lauder Estee Cos Cl A (EL) | 2.1 | $128M | 654k | 196.38 | |
| Watts Water Technologies Cl A (WTS) | 2.1 | $127M | 689k | 183.73 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $125M | 366k | 341.92 | |
| American Water Works (AWK) | 2.1 | $124M | 871k | 142.75 | |
| Verizon Communications (VZ) | 1.8 | $106M | 2.9M | 37.19 | |
| AGCO Corporation (AGCO) | 1.7 | $99M | 754k | 131.42 | |
| Ball Corporation (BALL) | 1.6 | $97M | 1.7M | 58.21 | |
| Edwards Lifesciences (EW) | 1.3 | $79M | 832k | 94.33 | |
| Sunrun (RUN) | 0.8 | $49M | 2.7M | 17.86 | |
| First Solar (FSLR) | 0.2 | $10M | 54k | 190.09 | |
| Waste Management (WM) | 0.0 | $608k | 3.5k | 173.42 | |
| Colgate-Palmolive Company (CL) | 0.0 | $202k | 2.6k | 77.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $202k | 654.00 | 308.58 |
