Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 164
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8.38 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 339,522 | $1.55 億 | 18.5% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 623,599 | $1.33 億 | 15.9% | – | – | 歷史 |
| RUNSunrun Inc. | COM | 1,375,523 | $8,319 萬 | 9.9% | – | – | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 3,021,799 | $7,357 萬 | 8.8% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 466,460 | $4,072 萬 | 4.9% | – | – | 歷史 |
| WOLFWolfspeed, Inc. | COM | 338,956 | $3,665 萬 | 4.4% | – | – | 歷史 |
| ITRIItron, Inc. | COM | 336,146 | $2,980 萬 | 3.6% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 176,037 | $2,855 萬 | 3.4% | – | – | 歷史 |
| GIBCgi Inc | CL A | 251,036 | $2,091 萬 | 2.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,740 | $1,394 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,690 | $1,195 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 27,841 | $991.2 萬 | 1.2% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 43,398 | $650.6 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 32,581 | $608.6 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 12,715 | $604.4 萬 | 0.7% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 19,495 | $567.0 萬 | 0.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 10,587 | $565.2 萬 | 0.7% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 39,739 | $512.7 萬 | 0.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 65,037 | $491.7 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,265 | $468.7 萬 | 0.6% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 40,367 | $468.3 萬 | 0.6% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 79,281 | $455.5 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 18,997 | $402.2 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 28,133 | $381.0 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,839 | $379.2 萬 | 0.5% | – | – | 歷史 |
| SYKStryker Corp | Stock | 15,273 | $372.0 萬 | 0.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,017 | $370.7 萬 | 0.4% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 10,027 | $340.4 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,721 | $333.0 萬 | 0.4% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 22,751 | $317.6 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 40,044 | $315.6 萬 | 0.4% | – | – | 歷史 |
| GDDYGoDaddy Inc. | CL A | 38,633 | $299.8 萬 | 0.4% | – | – | 歷史 |
| IPInternational Paper Co | COM | 54,093 | $292.4 萬 | 0.3% | – | – | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 16,739 | $286.9 萬 | 0.3% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 11,041 | $274.2 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 18,964 | $268.2 萬 | 0.3% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 19,755 | $267.6 萬 | 0.3% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 64,237 | $261.1 萬 | 0.3% | – | – | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 85,214 | $254.1 萬 | 0.3% | – | – | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 47,751 | $253.1 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 32,649 | $251.6 萬 | 0.3% | – | – | 歷史 |
| METMetlife Inc | Stock | 40,081 | $243.6 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,633 | $232.9 萬 | 0.3% | – | – | 歷史 |
| NEONeogenomics Inc | COM NEW | 48,053 | $231.7 萬 | 0.3% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 30,349 | $221.1 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,139 | $215.0 萬 | 0.3% | – | – | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 155,392 | $207.4 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 14,587 | $202.8 萬 | 0.2% | – | – | 歷史 |
| SVMK Inc78489X103 | COM | 106,632 | $195.3 萬 | 0.2% | – | – | – |
| LULUlululemon athletica inc. | Stock | 6,068 | $186.1 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 33,519 | $181.3 萬 | 0.2% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 38,168 | $180.4 萬 | 0.2% | – | – | 歷史 |
| STTState Street Corp | COM | 20,985 | $176.2 萬 | 0.2% | – | – | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 30,890 | $173.2 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 25,707 | $164.5 萬 | 0.2% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 16,064 | $163.6 萬 | 0.2% | – | – | 歷史 |
| HPQHP Inc | Stock | 49,660 | $157.6 萬 | 0.2% | – | – | 歷史 |
| EBAYeBay Inc | COM | 24,983 | $152.9 萬 | 0.2% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 92,549 | $145.6 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,981 | $142.8 萬 | 0.2% | – | – | 歷史 |
| CICigna Group | Stock | 5,855 | $141.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,734 | $138.9 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,564 | $127.0 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 17,796 | $124.8 萬 | 0.1% | – | – | 歷史 |
| KKellanova | Stock | 19,695 | $124.6 萬 | 0.1% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 18,403 | $122.9 萬 | 0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,536 | $120.4 萬 | 0.1% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 11,359 | $119.3 萬 | 0.1% | – | – | 歷史 |
| NOVASunnova Energy International Inc. | COM | 28,337 | $115.6 萬 | 0.1% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 3,798 | $114.6 萬 | 0.1% | – | – | 歷史 |
| EIXEdison International | Stock | 18,938 | $110.9 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,382 | $104.7 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 28,775 | $104.2 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 16,143 | $94.1 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 7,081 | $93.8 萬 | 0.1% | – | – | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 20,854 | $93.3 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,547 | $90.0 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,125 | $89.1 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 375 | $87.3 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 28,117 | $85.1 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 3,737 | $84.1 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,953 | $83.3 萬 | 0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 5,984 | $81.0 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,306 | $77.6 萬 | 0.1% | – | – | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 9,816 | $77.0 萬 | 0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 7,243 | $76.7 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,149 | $76.7 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,023 | $76.0 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,562 | $73.9 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 5,480 | $73.2 萬 | 0.1% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 460 | $64.5 萬 | 0.1% | – | – | 歷史 |
| CNCCentene Corp | Stock | 9,896 | $63.2 萬 | 0.1% | – | – | 歷史 |
| VFCV F Corp | Stock | 7,798 | $62.3 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,427 | $58.7 萬 | 0.1% | – | – | 歷史 |
| SRESempra | Stock | 4,251 | $56.3 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,084 | $55.6 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,473 | $55.1 萬 | 0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 883 | $54.4 萬 | 0.1% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 7,000 | $54.4 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 875 | $52.0 萬 | 0.1% | – | – | 歷史 |