Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 172
- 較 2021 年第 3 季 +7
- 總值
- $8.35 億
- 較 2021 年第 3 季 +$5,797 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 328,753 | $2.19 億 | 26.3% | +6,037+1.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 566,337 | $1.33 億 | 15.9% | +2,456+0.4% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 1,789,834 | $6,139 萬 | 7.4% | +116,314+7.0% | 加碼 | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 3,051,290 | $3,833 萬 | 4.6% | −87,292−2.8% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 246,958 | $2,760 萬 | 3.3% | −106,097−30.1% | 減碼 | 歷史 |
| GIBCgi Inc | CL A | 270,257 | $2,393 萬 | 2.9% | −1,853−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,683 | $1,940 萬 | 2.3% | +7,763+15.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 154,793 | $1,349 萬 | 1.6% | +3,280+2.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 38,400 | $1,129 萬 | 1.4% | −3,614−8.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 30,267 | $1,088 萬 | 1.3% | +2,046+7.2% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 156,295 | $1,071 萬 | 1.3% | +19,233+14.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 52,096 | $983.8 萬 | 1.2% | −100−0.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 35,275 | $888.6 萬 | 1.1% | +5,173+17.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 28,332 | $782.5 萬 | 0.9% | −2,756−8.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 39,023 | $651.2 萬 | 0.8% | −927−2.3% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 16,532 | $612.0 萬 | 0.7% | −1,618−8.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 64,476 | $601.9 萬 | 0.7% | −8,313−11.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,650 | $547.2 萬 | 0.7% | −2,695−21.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 59,539 | $508.1 萬 | 0.6% | +17,392+41.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,776 | $504.7 萬 | 0.6% | +3,299+223.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 30,817 | $504.1 萬 | 0.6% | +9,087+41.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 14,016 | $503.5 萬 | 0.6% | −1,059−7.0% | 減碼依 3 比 1 拆股換算 | 歷史 |
| GMGeneral Motors Co | COM | 85,223 | $499.6 萬 | 0.6% | +5,141+6.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 18,347 | $490.6 萬 | 0.6% | +1,744+10.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,613 | $468.3 萬 | 0.6% | +2,616+13.8% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 52,950 | $446.8 萬 | 0.5% | +7,986+17.8% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 28,066 | $422.8 萬 | 0.5% | +9,313+49.7% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 16,128 | $414.3 萬 | 0.5% | +12,884+397.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 62,773 | $391.3 萬 | 0.5% | +48,296+333.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,681 | $387.3 萬 | 0.5% | −2,247−8.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,114 | $384.0 萬 | 0.5% | +709+4.9% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 44,693 | $379.2 萬 | 0.5% | +3,035+7.3% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,455 | $370.7 萬 | 0.4% | +6,653+29.2% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 53,642 | $370.3 萬 | 0.4% | +34,656+182.5% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 20,036 | $366.5 萬 | 0.4% | −54,820−73.2% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 219,919 | $345.0 萬 | 0.4% | +62,697+39.9% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 8,219 | $329.6 萬 | 0.4% | −2,816−25.5% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 58,961 | $313.2 萬 | 0.4% | +14,394+32.3% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 102,355 | $288.9 萬 | 0.3% | +32,314+46.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,639 | $274.9 萬 | 0.3% | +10,639 | 新進 | 歷史 |
| VFCV F Corp | Stock | 37,176 | $272.2 萬 | 0.3% | +28,625+334.8% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 9,945 | $271.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 39,929 | $265.5 萬 | 0.3% | +11,935+42.6% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 79,177 | $264.6 萬 | 0.3% | +21,490+37.3% | 加碼 | – |
| SPLKSplunk Inc | COM | 22,438 | $259.6 萬 | 0.3% | −1,278−5.4% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 116,278 | $259.4 萬 | 0.3% | +107,568+1,235.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 28,997 | $252.8 萬 | 0.3% | +9,450+48.3% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 9,937 | $252.3 萬 | 0.3% | +9,937 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,751 | $250.2 萬 | 0.3% | +29,751 | 新進 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 49,465 | $235.5 萬 | 0.3% | +49,465 | 新進 | 歷史 |
| HNSTHonest Company, Inc. | COM | 290,891 | $235.3 萬 | 0.3% | +71,839+32.8% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 82,808 | $231.1 萬 | 0.3% | +26,031+45.8% | 加碼 | 歷史 |
| MNTVMomentive Global Inc. | COM | 106,632 | $225.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 86,261 | $224.1 萬 | 0.3% | +86,261 | 新進 | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,247 | $219.2 萬 | 0.3% | +16,194+33.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,631 | $213.1 萬 | 0.3% | +6,512+24.0% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 30,322 | $210.1 萬 | 0.3% | +10,039+49.5% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,303 | $207.5 萬 | 0.2% | +148+2.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 39,790 | $200.2 萬 | 0.2% | +1,584+4.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 33,049 | $195.1 萬 | 0.2% | −653−1.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,421 | $194.8 萬 | 0.2% | +3,090+58.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 13,080 | $186.9 萬 | 0.2% | −3,427−20.8% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 20,416 | $178.0 萬 | 0.2% | +4,531+28.5% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 138,996 | $174.4 萬 | 0.2% | −37,075−21.1% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 45,853 | $168.8 萬 | 0.2% | +17,000+58.9% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 11,908 | $166.3 萬 | 0.2% | +1,800+17.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,629 | $161.4 萬 | 0.2% | −589−11.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,409 | $153.7 萬 | 0.2% | +474+6.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 29,627 | $152.5 萬 | 0.2% | +1,067+3.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,783 | $146.0 萬 | 0.2% | +4,831+81.2% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 18,217 | $143.0 萬 | 0.2% | +14,079+340.2% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 25,192 | $142.8 萬 | 0.2% | +25,192 | 新進 | 歷史 |
| IEXIdex Corp | COM | 5,655 | $133.6 萬 | 0.2% | +800+16.5% | 加碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 30,927 | $131.7 萬 | 0.2% | +5,000+19.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,015 | $129.7 萬 | 0.2% | +1,151+14.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,835 | $128.8 萬 | 0.2% | +2,203+47.6% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,971 | $128.5 萬 | 0.2% | +1,004+103.8% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 512 | $122.8 萬 | 0.1% | +74+16.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,238 | $121.8 萬 | 0.1% | +2,676+40.8% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 20,728 | $121.3 萬 | 0.1% | +2,348+12.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,427 | $120.3 萬 | 0.1% | +3,108+17.0% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 32,123 | $120.3 萬 | 0.1% | +25,204+364.3% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 4,259 | $119.4 萬 | 0.1% | +700+19.7% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 16,242 | $119.0 萬 | 0.1% | +9,824+153.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,987 | $116.6 萬 | 0.1% | −999−20.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,019 | $115.1 萬 | 0.1% | −22,558−60.0% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 46,788 | $110.1 萬 | 0.1% | +33,876+262.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,905 | $108.6 萬 | 0.1% | +795+13.0% | 加碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 44,323 | $107.7 萬 | 0.1% | +7,000+18.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,247 | $106.8 萬 | 0.1% | +1,313+67.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,317 | $106.3 萬 | 0.1% | −1,921−23.3% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 8,842 | $106.0 萬 | 0.1% | +1,400+18.8% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 18,239 | $105.9 萬 | 0.1% | −25,381−58.2% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 8,301 | $99.4 萬 | 0.1% | +8,301 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 39,015 | $95.9 萬 | 0.1% | +6,751+20.9% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 8,287 | $94.2 萬 | 0.1% | +8,287 | 新進 | 歷史 |
| KEYKeycorp | COM | 39,660 | $91.7 萬 | 0.1% | +29,747+300.1% | 加碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 48,170 | $91.7 萬 | 0.1% | +27,533+133.4% | 加碼 | 歷史 |
| BCEBce Inc | COM NEW | 17,069 | $88.8 萬 | 0.1% | +17,069 | 新進 | 歷史 |
| MMM3M Co | Stock | 4,964 | $88.1 萬 | 0.1% | +3,399+217.2% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（37 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 5,191 | $1,384 萬 | 1.8% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,760 | $470.5 萬 | 0.6% | 歷史 |
| IPInternational Paper Co | COM | 54,393 | $304.1 萬 | 0.4% | 歷史 |
| HDHome Depot, Inc. | Stock | 8,805 | $289.0 萬 | 0.4% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 17,130 | $179.1 萬 | 0.2% | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,553 | $169.7 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,054 | $158.4 萬 | 0.2% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 95,594 | $136.2 萬 | 0.2% | 歷史 |
| CICigna Group | Stock | 6,713 | $134.3 萬 | 0.2% | 歷史 |
| EIXEdison International | Stock | 20,766 | $115.1 萬 | 0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 23,722 | $109.3 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 7,552 | $89.2 萬 | 0.1% | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 11,269 | $75.0 萬 | 0.1% | 歷史 |
| CNCCentene Corp | Stock | 11,386 | $70.9 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,589 | $67.5 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,169 | $55.5 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 1,615 | $54.1 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 278 | $50.5 萬 | 0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 8,785 | $35.2 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 840 | $34.0 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,669 | $32.6 萬 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,579 | $30.3 萬 | <0.1% | 歷史 |
| ATOAtmos Energy Corp | COM | 3,408 | $30.0 萬 | <0.1% | 歷史 |
| APHAmphenol Corp | CL A | 4,044 | $29.6 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,582 | $26.4 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,459 | $19.3 萬 | <0.1% | 歷史 |
| CMICummins Inc | Stock | 755 | $16.9 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 101 | $16.9 萬 | <0.1% | 歷史 |
| GAPGap Inc | COM | 7,144 | $16.2 萬 | <0.1% | 歷史 |
| XLNXXilinx Inc | COM | 1,059 | $15.9 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 408 | $15.8 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 545 | $15.4 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 1,633 | $14.6 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 3,815 | $12.5 萬 | <0.1% | 歷史 |
| WOWWideOpenWest, Inc. | COM | 4,391 | $8.60 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 1,266 | $6.80 萬 | <0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 344 | $6.80 萬 | <0.1% | 歷史 |