Mirova US as of Sept. 30, 2023
Portfolio Holdings for Mirova US
Mirova US holds 26 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 8.0 | $474M | 1.2M | 395.91 | |
| Microsoft Corporation (MSFT) | 7.8 | $458M | 1.5M | 315.75 | |
| Adobe Systems Incorporated (ADBE) | 7.1 | $421M | 825k | 509.90 | |
| NVIDIA Corporation (NVDA) | 7.0 | $412M | 946k | 434.99 | |
| eBay (EBAY) | 6.9 | $406M | 9.2M | 44.09 | |
| Thermo Fisher Scientific (TMO) | 6.7 | $397M | 784k | 506.17 | |
| Eli Lilly & Co. (LLY) | 6.3 | $371M | 691k | 537.13 | |
| Roper Industries (ROP) | 5.8 | $340M | 702k | 484.28 | |
| Ecolab (ECL) | 5.7 | $335M | 2.0M | 169.40 | |
| Danaher Corporation (DHR) | 5.0 | $295M | 1.2M | 248.10 | |
| Visa Com Cl A (V) | 4.8 | $283M | 1.2M | 230.01 | |
| Aptiv SHS (APTV) | 4.5 | $265M | 2.7M | 98.59 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $211M | 2.4M | 86.90 | |
| Xylem (XYL) | 2.9 | $172M | 1.9M | 91.03 | |
| Nextera Energy (NEE) | 2.6 | $155M | 2.7M | 57.29 | |
| AGCO Corporation (AGCO) | 2.4 | $142M | 1.2M | 118.28 | |
| Watts Water Technologies Cl A (WTS) | 2.1 | $124M | 717k | 172.82 | |
| American Water Works (AWK) | 1.9 | $112M | 907k | 123.83 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $111M | 379k | 292.29 | |
| Lauder Estee Cos Cl A (EL) | 1.7 | $98M | 679k | 144.55 | |
| Verizon Communications (VZ) | 1.6 | $96M | 3.0M | 32.41 | |
| Ball Corporation (BALL) | 1.4 | $84M | 1.7M | 49.78 | |
| 4068594 Enphase Energy (ENPH) | 1.2 | $69M | 578k | 120.15 | |
| Edwards Lifesciences (EW) | 1.0 | $60M | 866k | 69.28 | |
| First Solar (FSLR) | 0.1 | $8.8M | 54k | 161.59 | |
| Waste Management (WM) | 0.0 | $531k | 3.5k | 152.44 |
