Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 171
- 較 2022 年第 2 季 0
- 總值
- $5.94 億
- 較 2022 年第 2 季 −$1.09 億 (−15.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 292,035 | $1.48 億 | 24.9% | −30,514−9.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 577,229 | $8,336 萬 | 14.0% | −36,237−5.9% | 減碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,061,002 | $5,686 萬 | 9.6% | +7,134+0.3% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 259,733 | $1,966 萬 | 3.3% | +2,390+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,794 | $1,183 萬 | 2.0% | −31,751−38.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 27,790 | $898.5 萬 | 1.5% | −16,596−37.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 50,866 | $814.9 萬 | 1.4% | −8,130−13.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 37,142 | $723.6 萬 | 1.2% | −2,149−5.5% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 52,723 | $686.2 萬 | 1.2% | −17,062−24.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 22,463 | $638.7 萬 | 1.1% | −30,976−58.0% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 22,769 | $631.7 萬 | 1.1% | −9,076−28.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,355 | $623.3 萬 | 1.0% | −22,431−30.4% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 60,768 | $584.4 萬 | 1.0% | +18,143+42.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 19,415 | $514.9 萬 | 0.9% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| NEENextera Energy Inc | Stock | 61,773 | $484.3 萬 | 0.8% | −49,460−44.5% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 230,539 | $484.3 萬 | 0.8% | +29,311+14.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 26,908 | $478.0 萬 | 0.8% | −18,721−41.0% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 48,900 | $444.1 萬 | 0.7% | +18,288+59.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 61,154 | $429.6 萬 | 0.7% | −12,458−16.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 20,823 | $421.7 萬 | 0.7% | −364−1.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 19,379 | $418.3 萬 | 0.7% | −7,298−27.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 21,980 | $411.9 萬 | 0.7% | −6,025−21.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 14,907 | $410.2 萬 | 0.7% | −13,051−46.7% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 55,907 | $404.2 萬 | 0.7% | +7,123+14.6% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 94,665 | $398.6 萬 | 0.7% | +9,519+11.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,596 | $396.9 萬 | 0.7% | −2,582−8.6% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 122,336 | $392.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DARDarling Ingredients Inc. | COM | 56,824 | $375.8 萬 | 0.6% | +14,178+33.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 27,510 | $371.1 萬 | 0.6% | +1,303+5.0% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 16,734 | $370.9 萬 | 0.6% | +6,525+63.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,593 | $360.9 萬 | 0.6% | −25−0.1% | 減碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 246,178 | $359.1 萬 | 0.6% | −2,636−1.1% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 207,896 | $344.6 萬 | 0.6% | −20,741−9.1% | 減碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 155,081 | $342.4 萬 | 0.6% | −16,766−9.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 47,622 | $337.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 154,964 | $333.9 萬 | 0.6% | −77,207−33.3% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 30,886 | $264.9 萬 | 0.4% | +30,886 | 新進 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 25,135 | $259.7 萬 | 0.4% | +7,800+45.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 13,805 | $257.8 萬 | 0.4% | +9,035+189.4% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 83,138 | $248.8 萬 | 0.4% | +30,939+59.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 34,733 | $246.9 萬 | 0.4% | −15,435−30.8% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 45,133 | $244.9 萬 | 0.4% | +27,000+148.9% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 40,970 | $236.1 萬 | 0.4% | −10,305−20.1% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 30,270 | $227.6 萬 | 0.4% | +2,595+9.4% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 11,987 | $220.7 萬 | 0.4% | −325−2.6% | 減碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 15,699 | $220.0 萬 | 0.4% | +84+0.5% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,810 | $218.3 萬 | 0.4% | −690−8.1% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 24,951 | $217.9 萬 | 0.4% | −21,813−46.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,049 | $213.8 萬 | 0.4% | +1,316+10.3% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 16,380 | $210.5 萬 | 0.4% | +11,300+222.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,510 | $207.2 萬 | 0.3% | +40+0.5% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 10,200 | $203.8 萬 | 0.3% | +5,200+104.0% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 72,294 | $201.1 萬 | 0.3% | +8,250+12.9% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 15,000 | $198.4 萬 | 0.3% | +15,000 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 132,248 | $195.1 萬 | 0.3% | +667+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 6,370 | $194.5 萬 | 0.3% | −1,186−15.7% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 58,500 | $191.1 萬 | 0.3% | +29,500+101.7% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 24,293 | $189.3 萬 | 0.3% | −1,487−5.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,359 | $185.4 萬 | 0.3% | −13,113−30.2% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 60,000 | $183.5 萬 | 0.3% | +60,000 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 7,906 | $182.9 萬 | 0.3% | +3,500+79.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,300 | $174.0 萬 | 0.3% | −1,560−15.8% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 27,047 | $173.9 萬 | 0.3% | +8,781+48.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,234 | $170.3 萬 | 0.3% | +2,734+60.8% | 加碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 100,000 | $168.8 萬 | 0.3% | +58,000+138.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 24,263 | $161.8 萬 | 0.3% | −7,081−22.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 53,551 | $157.0 萬 | 0.3% | +14,343+36.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 6,331 | $153.9 萬 | 0.3% | +6,331 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,904 | $153.8 萬 | 0.3% | +15,904 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 75,076 | $150.0 萬 | 0.3% | +56,500+304.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,286 | $149.2 萬 | 0.3% | +3,286 | 新進 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 195,771 | $145.8 萬 | 0.2% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 39,051 | $143.7 萬 | 0.2% | −127,878−76.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,197 | $136.5 萬 | 0.2% | −5,197−14.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,097 | $133.7 萬 | 0.2% | +16,097 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,861 | $132.3 萬 | 0.2% | −1,500−13.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,036 | $132.1 萬 | 0.2% | −602−7.9% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 11,657 | $131.1 萬 | 0.2% | −8,520−42.2% | 減碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 5,206 | $126.1 萬 | 0.2% | +2,612+100.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 5,727 | $123.1 萬 | 0.2% | −2,352−29.1% | 減碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 27,911 | $122.3 萬 | 0.2% | +12,157+77.2% | 加碼 | 歷史 |
| CICigna Group | Stock | 4,380 | $121.5 萬 | 0.2% | +4,380 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,080 | $121.2 萬 | 0.2% | −2,421−14.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,567 | $113.9 萬 | 0.2% | +2,567 | 新進 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 17,000 | $113.0 萬 | 0.2% | +17,000 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,440 | $109.2 萬 | 0.2% | +3,491+58.7% | 加碼 | 歷史 |
| HNSTHonest Company, Inc. | COM | 307,716 | $107.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 599 | $98.4 萬 | 0.2% | +408+213.6% | 加碼 | 歷史 |
| EIXEdison International | Stock | 17,042 | $96.4 萬 | 0.2% | +17,042 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,500 | $94.4 萬 | 0.2% | −1,724−40.8% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 5,477 | $93.3 萬 | 0.2% | −361−6.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,375 | $84.7 萬 | 0.1% | −3,873−22.5% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,739 | $84.3 萬 | 0.1% | +1,739 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,852 | $82.7 萬 | 0.1% | −764−16.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,967 | $79.2 萬 | 0.1% | +141+5.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,141 | $78.6 萬 | 0.1% | −640−35.9% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,523 | $76.5 萬 | 0.1% | +828+48.8% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 37,892 | $76.3 萬 | 0.1% | −3,755−9.0% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 27,400 | $74.8 萬 | 0.1% | +15,400+128.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,845 | $73.4 萬 | 0.1% | −23,083−89.0% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（25 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 11,938 | $471.1 萬 | 0.7% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 55,784 | $364.9 萬 | 0.5% | 歷史 |
| BALLBALL Corp | COM | 34,449 | $236.9 萬 | 0.3% | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 12,196 | $149.8 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 10,555 | $134.8 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,889 | $97.1 萬 | 0.1% | 歷史 |
| DVADavita Inc. | COM | 11,013 | $88.0 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 3,049 | $85.2 萬 | 0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 5,814 | $60.4 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 8,653 | $59.9 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 1,372 | $58.4 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 902 | $57.4 萬 | 0.1% | 歷史 |
| SEESealed Air Corp | COM | 8,161 | $47.1 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,812 | $43.2 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 5,468 | $41.7 萬 | 0.1% | 歷史 |
| TFXTeleflex Inc | COM | 1,504 | $36.9 萬 | 0.1% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 4,000 | $36.0 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,256 | $30.6 萬 | <0.1% | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 50,000 | $22.7 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 1,909 | $19.8 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,035 | $18.8 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 967 | $17.8 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 1,389 | $10.4 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 792 | $10.2 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,364 | $3.10 萬 | <0.1% | 歷史 |