Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 171
- 較 2022 年第 1 季 −3
- 總值
- $7.04 億
- 較 2022 年第 1 季 −$4,342 萬 (−5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 322,549 | $1.75 億 | 24.9% | +257+0.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 613,466 | $9,433 萬 | 13.4% | +3,128+0.5% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,053,868 | $4,798 萬 | 6.8% | +125,717+6.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 82,545 | $2,120 萬 | 3.0% | −211−0.3% | 減碼 | 歷史 |
| GIBCgi Inc | CL A | 257,343 | $2,046 萬 | 2.9% | −6,152−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 53,439 | $1,686 萬 | 2.4% | +1,798+3.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 44,386 | $1,439 萬 | 2.0% | +2,584+6.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 73,786 | $1,119 萬 | 1.6% | +17,699+31.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 69,785 | $1,038 萬 | 1.5% | +3,588+5.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 27,958 | $1,023 萬 | 1.5% | +6,427+29.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 58,996 | $902.5 萬 | 1.3% | +19,128+48.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 45,629 | $898.3 萬 | 1.3% | +1,742+4.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 111,233 | $861.6 萬 | 1.2% | +2,578+2.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 39,291 | $837.9 萬 | 1.2% | +7,668+24.2% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 166,929 | $695.5 萬 | 1.0% | +7,830+4.9% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 26,677 | $679.3 萬 | 1.0% | +2,630+10.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 25,928 | $657.3 萬 | 0.9% | −2,084−7.4% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 31,845 | $621.7 萬 | 0.9% | +12,230+62.4% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 73,612 | $589.9 萬 | 0.8% | +13,908+23.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 28,005 | $562.0 萬 | 0.8% | +6,957+33.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 30,178 | $498.0 萬 | 0.7% | +14,842+96.8% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 11,938 | $471.1 萬 | 0.7% | +229+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,466 | $435.4 萬 | 0.6% | +1,793+38.4% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 51,275 | $433.3 萬 | 0.6% | +8,824+20.8% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 21,187 | $421.4 萬 | 0.6% | +2,470+13.2% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 85,146 | $420.8 萬 | 0.6% | +3,989+4.9% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 42,625 | $420.7 萬 | 0.6% | +39,125+1,117.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,618 | $411.4 萬 | 0.6% | +4,424+18.3% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 122,336 | $388.5 萬 | 0.6% | +31,715+35.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 50,168 | $386.2 萬 | 0.5% | −11,214−18.3% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 232,171 | $382.6 萬 | 0.5% | +167,848+260.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 46,764 | $365.6 萬 | 0.5% | +13,616+41.1% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 55,784 | $364.9 萬 | 0.5% | +3,162+6.0% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 30,612 | $364.6 萬 | 0.5% | +640+2.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 26,207 | $363.2 萬 | 0.5% | −3,825−12.7% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 48,784 | $361.7 萬 | 0.5% | −3,519−6.7% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 201,228 | $333.4 萬 | 0.5% | +81,749+68.4% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 47,622 | $331.2 萬 | 0.5% | +4,416+10.2% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 171,847 | $316.7 萬 | 0.5% | +72,609+73.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 43,472 | $303.7 萬 | 0.4% | +14,749+51.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 20,177 | $272.6 萬 | 0.4% | +7,293+56.6% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 42,646 | $255.0 萬 | 0.4% | +14,885+53.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,556 | $254.6 萬 | 0.4% | +7,556 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 228,637 | $251.7 萬 | 0.4% | +1,108+0.5% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 55,832 | $246.6 萬 | 0.4% | +19,385+53.2% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 27,675 | $244.8 萬 | 0.3% | +4,751+20.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,214 | $244.6 萬 | 0.3% | +987+2.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 10,209 | $244.2 萬 | 0.3% | +1,869+22.4% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 12,312 | $239.1 萬 | 0.3% | +11,328+1,151.2% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 34,449 | $236.9 萬 | 0.3% | +3,535+11.4% | 加碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 248,814 | $235.8 萬 | 0.3% | +248,814 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 8,500 | $231.7 萬 | 0.3% | +1,737+25.7% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 15,615 | $226.4 萬 | 0.3% | +15,615 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 9,860 | $224.1 萬 | 0.3% | +8,148+475.9% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 143,240 | $223.1 萬 | 0.3% | +29,301+25.7% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 31,344 | $218.9 萬 | 0.3% | +28,536+1,016.2% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 25,780 | $217.7 萬 | 0.3% | +25,780 | 新進 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 64,044 | $214.6 萬 | 0.3% | +7,686+13.6% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 11,746 | $210.5 萬 | 0.3% | +232+2.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 7,470 | $204.8 萬 | 0.3% | +7,470 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,224 | $200.8 萬 | 0.3% | +4,224 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 11,906 | $200.0 萬 | 0.3% | −3,927−24.8% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 52,199 | $197.6 萬 | 0.3% | −12,210−19.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 36,394 | $190.8 萬 | 0.3% | +3,893+12.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 19,626 | $186.6 萬 | 0.3% | +16,268+484.5% | 加碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 131,581 | $180.1 萬 | 0.3% | +68,387+108.2% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 12,733 | $177.7 萬 | 0.3% | +2,572+25.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,361 | $174.0 萬 | 0.2% | +753+7.1% | 加碼 | 歷史 |
| NWSNews Corp | CL B | 105,736 | $168.0 萬 | 0.2% | +105,736 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,079 | $161.0 萬 | 0.2% | +3,452+74.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 39,208 | $153.8 萬 | 0.2% | −310−0.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,501 | $150.4 萬 | 0.2% | +1,726+11.7% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 18,266 | $150.4 萬 | 0.2% | +15,285+512.7% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 12,196 | $149.8 萬 | 0.2% | +234+2.0% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 195,771 | $140.1 萬 | 0.2% | +98,552+101.4% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,555 | $134.8 萬 | 0.2% | +2,300+27.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,638 | $133.4 萬 | 0.2% | −2,835−27.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,248 | $131.8 萬 | 0.2% | +8,394+94.8% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,425 | $130.7 萬 | 0.2% | +4,142+96.7% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 4,406 | $120.5 萬 | 0.2% | −153−3.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,616 | $117.9 萬 | 0.2% | +691+17.6% | 加碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 17,335 | $109.9 萬 | 0.2% | +17,335 | 新進 | 歷史 |
| BXPBXP, Inc. | COM | 11,970 | $106.5 萬 | 0.2% | +11,970 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 18,133 | $105.5 萬 | 0.1% | −2,282−11.2% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,781 | $105.2 萬 | 0.1% | +1,104+163.1% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 29,000 | $103.2 萬 | 0.1% | −14,000−32.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 5,838 | $101.0 萬 | 0.1% | +5,838 | 新進 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 13,910 | $100.4 萬 | 0.1% | +11,369+447.4% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 4,767 | $99.9 萬 | 0.1% | +4,767 | 新進 | 歷史 |
| HAINHain Celestial Group Inc | COM | 42,000 | $99.7 萬 | 0.1% | +11,073+35.8% | 加碼 | 歷史 |
| MNTVMomentive Global Inc. | COM | 112,800 | $99.2 萬 | 0.1% | +112,800 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,889 | $97.1 萬 | 0.1% | +855+7.7% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 41,647 | $91.4 萬 | 0.1% | −43,768−51.2% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 5,000 | $90.8 萬 | 0.1% | −655−11.6% | 減碼 | 歷史 |
| HNSTHonest Company, Inc. | COM | 307,716 | $89.8 萬 | 0.1% | +307,716 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 11,984 | $89.3 萬 | 0.1% | +10,540+729.9% | 加碼依 4 比 1 拆股換算 | 歷史 |
| AMGNAmgen Inc | Stock | 3,651 | $88.8 萬 | 0.1% | +1,275+53.7% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 11,013 | $88.0 萬 | 0.1% | +2,831+34.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 7,399 | $87.0 萬 | 0.1% | +1,180+19.0% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 6,069 | $86.6 萬 | 0.1% | −3,634−37.5% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（44 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 33,046 | $184.2 萬 | 0.2% | 歷史 |
| DOWDow Inc. | Stock | 25,072 | $159.7 萬 | 0.2% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 18,792 | $157.3 萬 | 0.2% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 138,917 | $156.5 萬 | 0.2% | 歷史 |
| INTCIntel Corp | Stock | 29,090 | $144.1 萬 | 0.2% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 46,760 | $116.5 萬 | 0.2% | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 11,908 | $100.6 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 38,673 | $91.3 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 6,780 | $89.3 萬 | 0.1% | 歷史 |
| KEYKeycorp | COM | 39,636 | $88.7 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 17,855 | $88.6 萬 | 0.1% | 歷史 |
| WRKWestRock Co | COM | 13,960 | $65.6 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,416 | $57.4 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 1,900 | $47.4 萬 | 0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,056 | $46.7 萬 | 0.1% | 歷史 |
| STTState Street Corp | COM | 5,293 | $46.1 萬 | 0.1% | 歷史 |
| NTRSNorthern Trust Corp | COM | 3,535 | $41.1 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 2,303 | $38.7 萬 | 0.1% | 歷史 |
| OTEXOpen Text Corp | COM | 9,055 | $38.3 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 4,522 | $34.8 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 870 | $34.6 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,465 | $34.3 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 19,828 | $33.5 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,318 | $30.1 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 6,739 | $24.4 萬 | <0.1% | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,189 | $24.1 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 5,245 | $24.0 萬 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 2,734 | $21.7 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,308 | $21.1 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,521 | $20.7 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,490 | $19.1 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 2,627 | $18.4 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 1,326 | $18.4 萬 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,825 | $17.7 萬 | <0.1% | 歷史 |
| GLWCorning Inc | COM | 4,706 | $17.3 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,305 | $17.2 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,068 | $16.8 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,277 | $16.7 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 1,972 | $15.2 萬 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 1,884 | $13.5 萬 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 734 | $13.1 萬 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 277 | $12.0 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 543 | $6.70 萬 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 121 | $2.60 萬 | <0.1% | 歷史 |