Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 165
- 較 2021 年第 2 季 0
- 總值
- $7.77 億
- 較 2021 年第 2 季 −$5,709 萬 (−6.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 322,716 | $1.84 億 | 23.7% | −16,806−4.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 563,881 | $1.18 億 | 15.1% | −58,522−9.4% | 減碼 | 歷史 |
| RUNSunrun Inc. | COM | 1,673,520 | $7,363 萬 | 9.5% | +124,351+8.0% | 加碼 | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 3,138,582 | $4,410 萬 | 5.7% | −16,675−0.5% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | COM | 353,055 | $2,850 萬 | 3.7% | +12,386+3.6% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 272,110 | $2,311 萬 | 3.0% | +5,615+2.1% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 151,513 | $1,446 萬 | 1.9% | −273,560−64.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 49,920 | $1,407 萬 | 1.8% | +849+1.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,191 | $1,384 萬 | 1.8% | −1,549−23.0% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 74,856 | $1,123 萬 | 1.4% | −61,966−45.3% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 137,062 | $1,037 萬 | 1.3% | −3,348−2.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 28,221 | $981.1 萬 | 1.3% | +720+2.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 52,196 | $882.3 萬 | 1.1% | +2,839+5.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 42,014 | $870.3 萬 | 1.1% | −306−0.7% | 減碼依 4 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 31,088 | $718.2 萬 | 0.9% | −2,492−7.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,345 | $710.7 萬 | 0.9% | −162−1.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 39,950 | $596.6 萬 | 0.8% | +85+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 30,102 | $590.0 萬 | 0.8% | +8,265+37.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 72,789 | $571.5 萬 | 0.7% | +2,350+3.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 18,150 | $544.3 萬 | 0.7% | −694−3.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,025 | $499.5 萬 | 0.6% | +30+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,760 | $470.5 萬 | 0.6% | +161+10.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 16,603 | $437.8 萬 | 0.6% | +89+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,997 | $423.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 80,082 | $422.1 萬 | 0.5% | +8,835+12.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,405 | $390.6 萬 | 0.5% | −725−4.8% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 11,035 | $375.6 萬 | 0.5% | +1,214+12.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 21,730 | $364.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,928 | $362.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 23,716 | $343.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 44,964 | $338.8 萬 | 0.4% | +11,690+35.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 42,147 | $318.5 萬 | 0.4% | +1,257+3.1% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 22,802 | $317.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 54,393 | $304.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 157,222 | $291.1 萬 | 0.4% | +38,068+31.9% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 41,658 | $290.3 萬 | 0.4% | +3,025+7.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,805 | $289.0 萬 | 0.4% | +802+10.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,577 | $282.2 萬 | 0.4% | +3,414+10.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 41,424 | $255.7 萬 | 0.3% | +3,768+10.0% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 18,753 | $250.7 萬 | 0.3% | −2,668−12.5% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 9,945 | $248.5 萬 | 0.3% | −1,096−9.9% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 44,567 | $238.3 萬 | 0.3% | +11,447+34.6% | 加碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 48,053 | $231.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HNSTHonest Company, Inc. | COM | 219,052 | $227.3 萬 | 0.3% | +49,650+29.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 43,620 | $226.1 萬 | 0.3% | +3,943+9.9% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 16,507 | $218.6 萬 | 0.3% | +1,481+9.9% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 176,071 | $218.1 萬 | 0.3% | +15,954+10.0% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 57,687 | $216.2 萬 | 0.3% | +9,936+20.8% | 加碼 | – |
| CMCSAComcast Corp | Stock | 38,206 | $213.6 萬 | 0.3% | +3,446+9.9% | 加碼 | 歷史 |
| MNTVMomentive Global Inc. | COM | 106,632 | $208.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,155 | $208.6 萬 | 0.3% | −821−13.7% | 減碼 | 歷史 |
| STTState Street Corp | COM | 23,826 | $201.8 萬 | 0.3% | +2,141+9.9% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 27,994 | $195.0 萬 | 0.3% | +2,491+9.8% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 56,777 | $187.0 萬 | 0.2% | +20,617+57.0% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 17,130 | $179.1 萬 | 0.2% | +1,567+10.1% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 70,041 | $178.8 萬 | 0.2% | +50,141+252.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,547 | $170.3 萬 | 0.2% | +1,804+10.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,553 | $169.7 萬 | 0.2% | +422+10.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,054 | $158.4 萬 | 0.2% | +364+9.9% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 5,218 | $153.4 萬 | 0.2% | +473+10.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 28,560 | $152.1 萬 | 0.2% | +2,603+10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,119 | $147.6 萬 | 0.2% | +2,459+10.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,592 | $147.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DARDarling Ingredients Inc. | COM | 20,283 | $145.8 萬 | 0.2% | +11,533+131.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 33,702 | $144.9 萬 | 0.2% | +3,088+10.1% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 12,204 | $141.3 萬 | 0.2% | −8,630−41.4% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 51,293 | $140.3 萬 | 0.2% | +4,515+9.7% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 12,971 | $139.8 萬 | 0.2% | +1,171+9.9% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 95,594 | $136.2 萬 | 0.2% | +8,414+9.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,922 | $134.7 萬 | 0.2% | +345+9.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 6,713 | $134.3 萬 | 0.2% | +624+10.2% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 18,986 | $133.3 萬 | 0.2% | +1,719+10.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,986 | $132.3 萬 | 0.2% | +448+9.9% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 15,885 | $130.6 萬 | 0.2% | +7,585+91.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 5,331 | $121.9 萬 | 0.2% | +487+10.1% | 加碼 | 歷史 |
| EIXEdison International | Stock | 20,766 | $115.1 萬 | 0.1% | +1,828+9.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,477 | $114.5 萬 | 0.1% | +142+10.6% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 28,853 | $111.9 萬 | 0.1% | +15,502+116.1% | 加碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 25,927 | $110.9 萬 | 0.1% | +13,527+109.1% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,828 | $110.6 萬 | 0.1% | +166+10.0% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 23,722 | $109.3 萬 | 0.1% | +2,128+9.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,319 | $108.8 萬 | 0.1% | +1,643+9.9% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 10,108 | $108.3 萬 | 0.1% | +5,388+114.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 18,380 | $107.7 萬 | 0.1% | +1,652+9.9% | 加碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 37,323 | $104.0 萬 | 0.1% | +19,323+107.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 438 | $103.9 萬 | 0.1% | +39+9.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 8,238 | $103.3 萬 | 0.1% | +739+9.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,935 | $102.3 萬 | 0.1% | +723+10.0% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 4,855 | $100.4 萬 | 0.1% | +2,305+90.4% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,559 | $94.3 萬 | 0.1% | +1,789+101.1% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,562 | $93.3 萬 | 0.1% | +578+9.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 7,442 | $92.0 萬 | 0.1% | +4,142+125.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,552 | $89.2 萬 | 0.1% | +678+9.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,632 | $89.0 萬 | 0.1% | +427+10.2% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 524 | $88.9 萬 | 0.1% | +46+9.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 32,264 | $87.1 萬 | 0.1% | +2,913+9.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,477 | $85.6 萬 | 0.1% | +1,327+10.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,864 | $80.9 萬 | 0.1% | +708+9.9% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,244 | $78.7 萬 | 0.1% | +306+10.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,110 | $78.6 萬 | 0.1% | +555+10.0% | 加碼 | 歷史 |
2021 年第 2 季之後清倉（1 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。