Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 174
- 較 2021 年第 4 季 +2
- 總值
- $7.47 億
- 較 2021 年第 4 季 −$8,803 萬 (−10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 322,292 | $1.90 億 | 25.5% | −6,461−2.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 610,338 | $1.08 億 | 14.4% | +44,001+7.8% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 1,928,151 | $5,856 萬 | 7.8% | +138,317+7.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 82,756 | $2,551 萬 | 3.4% | +25,073+43.5% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 263,495 | $2,101 萬 | 2.8% | −6,762−2.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 51,641 | $1,846 萬 | 2.5% | +21,374+70.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 56,087 | $1,530 萬 | 2.0% | +17,687+46.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 41,802 | $1,197 萬 | 1.6% | +13,470+47.5% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 66,197 | $1,096 萬 | 1.5% | +14,101+27.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 21,531 | $980.9 萬 | 1.3% | +11,881+123.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 43,887 | $973.2 萬 | 1.3% | +22,274+103.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 108,655 | $920.4 萬 | 1.2% | +44,179+68.5% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 159,099 | $911.0 萬 | 1.2% | +119,170+298.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 31,623 | $863.9 萬 | 1.2% | −3,652−10.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 28,012 | $821.6 萬 | 1.1% | +24,765+762.7% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 24,047 | $654.8 萬 | 0.9% | +7,515+45.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 21,048 | $634.9 萬 | 0.8% | +7,032+50.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 39,868 | $631.9 萬 | 0.8% | +845+2.2% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 42,451 | $563.2 萬 | 0.8% | +12,996+44.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 30,032 | $561.5 萬 | 0.8% | −785−2.5% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 11,709 | $552.9 萬 | 0.7% | +11,709 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 4,673 | $503.5 萬 | 0.7% | −103−2.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 18,717 | $500.3 萬 | 0.7% | +370+2.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 59,704 | $452.7 萬 | 0.6% | +165+0.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 61,382 | $448.2 萬 | 0.6% | −1,391−2.2% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 52,303 | $435.9 萬 | 0.6% | −647−1.2% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 81,157 | $427.5 萬 | 0.6% | −75,138−48.1% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 15,833 | $396.8 萬 | 0.5% | −295−1.8% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 90,621 | $396.3 萬 | 0.5% | +5,398+6.3% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 19,615 | $395.7 萬 | 0.5% | −421−2.1% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 29,972 | $393.6 萬 | 0.5% | +1,906+6.8% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 52,622 | $377.8 萬 | 0.5% | −1,020−1.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 24,194 | $369.6 萬 | 0.5% | +513+2.2% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 43,206 | $361.6 萬 | 0.5% | −1,487−3.3% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 119,479 | $341.8 萬 | 0.5% | +17,124+16.7% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 22,924 | $340.6 萬 | 0.5% | +486+2.2% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 11,514 | $337.9 萬 | 0.5% | +11,514 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 15,336 | $325.6 萬 | 0.4% | +222+1.5% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 64,409 | $305.4 萬 | 0.4% | +5,448+9.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 33,148 | $282.6 萬 | 0.4% | +24,306+274.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 30,914 | $278.2 萬 | 0.4% | +30,914 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 8,340 | $264.9 萬 | 0.4% | +121+1.5% | 加碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 227,529 | $256.4 萬 | 0.3% | +7,610+3.5% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 113,939 | $252.3 萬 | 0.3% | −2,339−2.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,763 | $247.0 萬 | 0.3% | +1,460+27.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,225 | $246.3 萬 | 0.3% | −526−1.8% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 56,358 | $245.0 萬 | 0.3% | +6,893+13.9% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 10,161 | $243.3 萬 | 0.3% | +216+2.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 47,227 | $240.5 萬 | 0.3% | +47,227 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 28,723 | $237.6 萬 | 0.3% | −274−0.9% | 減碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 99,238 | $228.8 萬 | 0.3% | +16,430+19.8% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 85,415 | $226.5 萬 | 0.3% | −846−1.0% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 27,761 | $223.1 萬 | 0.3% | −2,561−8.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,473 | $211.7 萬 | 0.3% | −166−1.6% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 36,447 | $207.2 萬 | 0.3% | −729−2.0% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 43,000 | $188.3 萬 | 0.3% | −2,853−6.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 39,518 | $185.0 萬 | 0.2% | −272−0.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,046 | $184.2 萬 | 0.2% | −585−1.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,304 | $176.2 萬 | 0.2% | −117−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,608 | $171.9 萬 | 0.2% | −175−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 32,501 | $168.2 萬 | 0.2% | −548−1.7% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 9,703 | $167.1 萬 | 0.2% | −234−2.4% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 11,962 | $166.9 萬 | 0.2% | +11,962 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 25,072 | $159.7 萬 | 0.2% | −120−0.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 12,884 | $158.6 萬 | 0.2% | −196−1.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 18,792 | $157.3 萬 | 0.2% | −136,001−87.9% | 減碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 138,917 | $156.5 萬 | 0.2% | −79−0.1% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 18,062 | $147.4 萬 | 0.2% | −155−0.9% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 20,415 | $147.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 4,559 | $146.9 萬 | 0.2% | +300+7.0% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 97,219 | $146.9 萬 | 0.2% | +18,042+22.8% | 加碼 | – |
| INTCIntel Corp | Stock | 29,090 | $144.1 萬 | 0.2% | −537−1.8% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 16,232 | $137.7 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,627 | $129.5 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 109,901 | $128.0 萬 | 0.2% | −2,941,389−96.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,255 | $126.1 萬 | 0.2% | −154−1.8% | 減碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 63,194 | $125.6 萬 | 0.2% | +15,024+31.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,710 | $123.1 萬 | 0.2% | −125−1.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,775 | $121.2 萬 | 0.2% | −244−1.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 503 | $118.1 萬 | 0.2% | −9−1.8% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,232 | $116.7 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 20,596 | $116.7 萬 | 0.2% | −132−0.6% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 46,760 | $116.5 萬 | 0.2% | −28−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,034 | $115.0 萬 | 0.2% | +11,034 | 新進 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 32,104 | $113.8 萬 | 0.2% | −19−0.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,279 | $113.0 萬 | 0.2% | −148−0.7% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 64,323 | $109.6 萬 | 0.1% | +20,000+45.1% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 5,655 | $108.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,970 | $107.4 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 30,927 | $106.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 11,908 | $100.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,219 | $100.4 萬 | 0.1% | −98−1.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,925 | $98.6 萬 | 0.1% | −62−1.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,854 | $96.8 萬 | 0.1% | −161−1.8% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 8,182 | $92.5 萬 | 0.1% | −105−1.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 38,673 | $91.3 萬 | 0.1% | −342−0.9% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 74,949 | $91.0 萬 | 0.1% | +10,702+16.7% | 加碼 | 歷史 |
| BCEBce Inc | COM NEW | 16,120 | $89.4 萬 | 0.1% | −949−5.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,780 | $89.3 萬 | 0.1% | −125−1.8% | 減碼 | 歷史 |
| KEYKeycorp | COM | 39,636 | $88.7 萬 | 0.1% | −24−0.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（6 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 246,958 | $2,760 萬 | 3.3% | 歷史 |
| HNSTHonest Company, Inc. | COM | 290,891 | $235.3 萬 | 0.3% | 歷史 |
| MNTVMomentive Global Inc. | COM | 106,632 | $225.5 萬 | 0.3% | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 15,500 | $55.1 萬 | 0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,036 | $17.8 萬 | <0.1% | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 884 | $1.60 萬 | <0.1% | 歷史 |