Mirova US as of Dec. 31, 2023
Portfolio Holdings for Mirova US
Mirova US holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 7.6 | $507M | 1.2M | 426.51 | |
| Adobe Systems Incorporated (ADBE) | 7.3 | $485M | 813k | 596.60 | |
| Microsoft Corporation (MSFT) | 7.3 | $484M | 1.3M | 376.04 | |
| NVIDIA Corporation (NVDA) | 7.0 | $465M | 940k | 495.22 | |
| Thermo Fisher Scientific (TMO) | 6.2 | $413M | 778k | 530.79 | |
| eBay (EBAY) | 6.0 | $399M | 9.1M | 43.62 | |
| Ecolab (ECL) | 5.9 | $390M | 2.0M | 198.35 | |
| Roper Industries (ROP) | 5.7 | $381M | 699k | 545.17 | |
| Eli Lilly & Co. (LLY) | 5.3 | $350M | 601k | 582.92 | |
| Visa Com Cl A (V) | 4.8 | $318M | 1.2M | 260.35 | |
| Danaher Corporation (DHR) | 4.1 | $273M | 1.2M | 231.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $248M | 2.4M | 104.00 | |
| Aptiv SHS | 3.6 | $239M | 2.7M | 89.72 | |
| Nextera Energy (NEE) | 3.5 | $232M | 3.8M | 60.74 | |
| Xylem (XYL) | 3.2 | $214M | 1.9M | 114.36 | |
| Waste Management (WM) | 2.5 | $164M | 914k | 179.10 | |
| Watts Water Technologies Cl A (WTS) | 2.2 | $149M | 713k | 208.34 | |
| Ball Corporation (BALL) | 2.2 | $145M | 2.5M | 57.52 | |
| AGCO Corporation (AGCO) | 2.2 | $145M | 1.2M | 121.41 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $127M | 377k | 337.36 | |
| American Water Works (AWK) | 1.8 | $119M | 901k | 131.99 | |
| Palo Alto Networks (PANW) | 1.6 | $107M | 362k | 294.88 | |
| Lauder Estee Cos Cl A (EL) | 1.5 | $99M | 675k | 146.25 | |
| 4068594 Enphase Energy (ENPH) | 1.1 | $76M | 574k | 132.14 | |
| Edwards Lifesciences (EW) | 1.0 | $66M | 860k | 76.25 | |
| Veralto Corp Com Shs (VLTO) | 0.5 | $33M | 395k | 82.26 | |
| First Solar (FSLR) | 0.1 | $9.2M | 54k | 172.28 |
