Mirova US

Mirova US as of June 30, 2024

Portfolio Holdings for Mirova US

Mirova US holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.9 $714M 5.8M 123.54
Microsoft Corporation (MSFT) 7.2 $576M 1.3M 446.95
Eli Lilly & Co. (LLY) 6.8 $546M 603k 905.38
Mastercard Incorporated Cl A (MA) 6.5 $525M 1.2M 441.16
eBay (EBAY) 6.1 $493M 9.2M 53.72
Ecolab (ECL) 5.9 $470M 2.0M 238.00
Thermo Fisher Scientific (TMO) 5.4 $432M 781k 553.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.1 $409M 2.4M 173.81
Roper Industries (ROP) 4.9 $395M 701k 563.66
Waste Management (WM) 3.8 $308M 1.4M 213.34
Danaher Corporation (DHR) 3.7 $297M 1.2M 249.85
Palo Alto Networks (PANW) 3.6 $286M 843k 339.01
Adobe Systems Incorporated (ADBE) 3.5 $277M 499k 555.54
Nextera Energy (NEE) 3.4 $271M 3.8M 70.81
Xylem (XYL) 3.2 $255M 1.9M 135.63
Visa Com Cl A (V) 2.6 $212M 807k 262.47
American Water Works (AWK) 2.6 $205M 1.6M 129.16
Aptiv SHS (APTV) 2.3 $188M 2.7M 70.42
Canadian Pacific Kansas City (CP) 2.1 $168M 2.1M 78.73
Intuitive Surgical Com New (ISRG) 2.1 $168M 378k 444.85
Ball Corporation (BALL) 1.9 $150M 2.5M 60.02
Shopify Cl A (SHOP) 1.7 $134M 2.0M 66.05
Watts Water Technologies Cl A (WTS) 1.6 $131M 716k 183.37
AGCO Corporation (AGCO) 1.5 $117M 1.2M 97.88
Veralto Corp Com Shs (VLTO) 1.3 $101M 1.1M 95.47
Edwards Lifesciences (EW) 1.0 $80M 863k 92.37
4068594 Enphase Energy (ENPH) 0.7 $58M 579k 99.71
Accenture Plc Ireland Shs Class A (ACN) 0.7 $57M 187k 303.41
First Solar (FSLR) 0.1 $12M 53k 225.46