Mirova US as of Sept. 30, 2024
Portfolio Holdings for Mirova US
Mirova US holds 33 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.9 | $686M | 1.6M | 430.30 | |
| NVIDIA Corporation (NVDA) | 7.5 | $652M | 5.4M | 121.44 | |
| Mastercard Incorporated Cl A (MA) | 6.8 | $592M | 1.2M | 493.80 | |
| Eli Lilly & Co. (LLY) | 6.2 | $539M | 608k | 885.94 | |
| Ecolab (ECL) | 5.8 | $508M | 2.0M | 255.33 | |
| Thermo Fisher Scientific (TMO) | 5.6 | $486M | 786k | 618.57 | |
| eBay (EBAY) | 5.4 | $471M | 7.2M | 65.11 | |
| Danaher Corporation (DHR) | 4.5 | $394M | 1.4M | 278.02 | |
| Roper Industries (ROP) | 4.5 | $393M | 706k | 556.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $355M | 2.0M | 173.67 | |
| Nextera Energy (NEE) | 3.7 | $326M | 3.9M | 84.53 | |
| Waste Management (WM) | 3.5 | $302M | 1.5M | 207.60 | |
| Palo Alto Networks (PANW) | 3.3 | $291M | 851k | 341.80 | |
| Xylem (XYL) | 2.9 | $256M | 1.9M | 135.03 | |
| American Water Works (AWK) | 2.7 | $235M | 1.6M | 146.24 | |
| Visa Com Cl A (V) | 2.6 | $223M | 813k | 274.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $200M | 564k | 353.48 | |
| Aptiv SHS | 2.2 | $193M | 2.7M | 72.01 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $188M | 382k | 491.27 | |
| Canadian Pacific Kansas City (CP) | 2.1 | $184M | 2.1M | 85.54 | |
| Ball Corporation (BALL) | 2.0 | $171M | 2.5M | 67.91 | |
| Shopify Cl A (SHOP) | 1.9 | $163M | 2.0M | 80.14 | |
| Watts Water Technologies Cl A (WTS) | 1.7 | $150M | 724k | 207.19 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $135M | 261k | 517.78 | |
| salesforce (CRM) | 1.5 | $129M | 473k | 273.71 | |
| Edwards Lifesciences (EW) | 1.4 | $123M | 1.9M | 65.99 | |
| Veralto Corp Com Shs (VLTO) | 1.4 | $119M | 1.1M | 111.86 | |
| AGCO Corporation (AGCO) | 1.4 | $118M | 1.2M | 97.86 | |
| 4068594 Enphase Energy (ENPH) | 0.8 | $66M | 586k | 113.02 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $54M | 344k | 157.16 | |
| First Solar (FSLR) | 0.2 | $15M | 61k | 249.44 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | 10k | 103.81 | |
| Cisco Systems (CSCO) | 0.0 | $616k | 12k | 53.22 |
