Mirova US as of Dec. 31, 2024
Portfolio Holdings for Mirova US
Mirova US holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $700M | 5.2M | 134.29 | |
| Microsoft Corporation (MSFT) | 7.8 | $652M | 1.5M | 421.50 | |
| Mastercard Incorporated Cl A (MA) | 7.4 | $613M | 1.2M | 526.57 | |
| Eli Lilly & Co. (LLY) | 5.5 | $455M | 590k | 772.00 | |
| Ecolab (ECL) | 5.4 | $449M | 1.9M | 234.32 | |
| eBay (EBAY) | 5.2 | $435M | 7.0M | 61.95 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $397M | 763k | 520.23 | |
| Roper Industries (ROP) | 4.3 | $356M | 685k | 519.85 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $336M | 1.7M | 197.49 | |
| Danaher Corporation (DHR) | 3.8 | $316M | 1.4M | 229.55 | |
| Palo Alto Networks (PANW) | 3.6 | $301M | 1.7M | 181.96 | |
| Waste Management (WM) | 3.4 | $285M | 1.4M | 201.79 | |
| Nextera Energy (NEE) | 3.3 | $272M | 3.8M | 71.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.0 | $251M | 714k | 351.79 | |
| Visa Com Cl A (V) | 2.9 | $244M | 771k | 316.04 | |
| Xylem (XYL) | 2.6 | $214M | 1.8M | 116.02 | |
| salesforce (CRM) | 2.5 | $210M | 628k | 334.33 | |
| Shopify Cl A (SHOP) | 2.5 | $210M | 2.0M | 106.33 | |
| American Water Works (AWK) | 2.3 | $194M | 1.6M | 124.49 | |
| Intuitive Surgical Com New (ISRG) | 2.3 | $193M | 370k | 521.96 | |
| Aptiv Com Shs (APTV) | 1.9 | $157M | 2.6M | 60.48 | |
| Canadian Pacific Kansas City (CP) | 1.8 | $151M | 2.1M | 72.37 | |
| Watts Water Technologies Cl A (WTS) | 1.7 | $143M | 704k | 203.30 | |
| Ball Corporation (BALL) | 1.6 | $134M | 2.4M | 55.13 | |
| Edwards Lifesciences (EW) | 1.6 | $134M | 1.8M | 74.03 | |
| TJX Companies (TJX) | 1.4 | $119M | 985k | 120.81 | |
| First Solar (FSLR) | 1.4 | $114M | 646k | 176.24 | |
| AGCO Corporation (AGCO) | 1.3 | $110M | 1.2M | 93.48 | |
| Veralto Corp Com Shs (VLTO) | 1.3 | $105M | 1.0M | 101.85 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $47M | 408k | 115.60 | |
| 4068594 Enphase Energy (ENPH) | 0.5 | $39M | 569k | 68.68 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | 12k | 90.91 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $839k | 11k | 78.93 | |
| Cisco Systems (CSCO) | 0.0 | $797k | 14k | 59.20 |
