Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 181
- 較 2022 年第 3 季 +10
- 總值
- $6.39 億
- 較 2022 年第 3 季 +$4,444 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 | 281,287 | $1.55 億 | 24.3% | −10,748−3.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 584,443 | $8,507 萬 | 13.3% | +7,214+1.2% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 1,998,707 | $4,801 萬 | 7.5% | −62,295−3.0% | 減碼 | 歷史 |
| GIBCgi Inc | CL A | 259,733 | $2,237 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 55,311 | $1,326 萬 | 2.1% | +4,517+8.9% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 78,630 | $1,091 萬 | 1.7% | +17,862+29.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 28,794 | $1,053 萬 | 1.6% | +1,004+3.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 58,247 | $913.8 萬 | 1.4% | +7,381+14.5% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 56,391 | $859.5 萬 | 1.3% | +3,668+7.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 38,330 | $793.7 萬 | 1.2% | +1,188+3.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 53,080 | $775.7 萬 | 1.2% | +1,725+3.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 62,077 | $650.8 萬 | 1.0% | +13,177+26.9% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 75,254 | $592.9 萬 | 0.9% | +14,100+23.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 27,691 | $575.3 萬 | 0.9% | +783+2.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 67,637 | $565.4 萬 | 0.9% | +5,864+9.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 21,300 | $528.5 萬 | 0.8% | +1,921+9.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 15,598 | $524.9 萬 | 0.8% | +691+4.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 14,890 | $517.8 萬 | 0.8% | −7,573−33.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 19,456 | $516.3 萬 | 0.8% | −2,524−11.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 21,112 | $516.2 萬 | 0.8% | +289+1.4% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 67,533 | $473.3 萬 | 0.7% | +11,626+20.8% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 17,773 | $470.9 萬 | 0.7% | −4,996−21.9% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 182,560 | $450.4 萬 | 0.7% | +27,596+17.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 133,022 | $447.5 萬 | 0.7% | +10,686+8.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,333 | $444.6 萬 | 0.7% | +740+2.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 29,020 | $428.8 萬 | 0.7% | +1,510+5.5% | 加碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 246,528 | $422.8 萬 | 0.7% | +350+0.1% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 140,486 | $407.1 萬 | 0.6% | +57,348+69.0% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 64,285 | $402.4 萬 | 0.6% | +7,461+13.1% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 20,604 | $385.0 萬 | 0.6% | +6,799+49.3% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 309,149 | $382.4 萬 | 0.6% | +78,610+34.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 15,787 | $381.4 萬 | 0.6% | −947−5.7% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 73,423 | $371.9 萬 | 0.6% | −21,242−22.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 28,028 | $371.6 萬 | 0.6% | +432+1.6% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 42,621 | $357.3 萬 | 0.6% | +18,328+75.4% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 197,833 | $356.3 萬 | 0.6% | +42,752+27.6% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 47,312 | $354.0 萬 | 0.6% | −310−0.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 67,633 | $342.0 萬 | 0.5% | +22,500+49.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 45,587 | $328.0 萬 | 0.5% | +10,854+31.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 39,956 | $326.6 萬 | 0.5% | +9,597+31.6% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 31,905 | $317.3 萬 | 0.5% | +1,019+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,880 | $312.1 萬 | 0.5% | +2,370+31.6% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 27,024 | $298.8 萬 | 0.5% | +2,073+8.3% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 32,693 | $281.5 萬 | 0.4% | +2,423+8.0% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 19,380 | $281.4 萬 | 0.4% | +3,000+18.3% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 43,349 | $273.5 萬 | 0.4% | +2,379+5.8% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 70,000 | $258.7 萬 | 0.4% | +10,000+16.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,663 | $256.7 萬 | 0.4% | +1,293+20.3% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 8,606 | $243.8 萬 | 0.4% | +700+8.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 69,042 | $241.4 萬 | 0.4% | +15,491+28.9% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,317 | $239.6 萬 | 0.4% | +268+1.9% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 16,213 | $236.2 萬 | 0.4% | +514+3.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 21,483 | $235.9 萬 | 0.4% | +5,579+35.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 75,524 | $234.0 萬 | 0.4% | +57,149+311.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 9,316 | $229.6 萬 | 0.4% | +1,016+12.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 15,000 | $224.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BEBloom Energy Corp | COM CL A | 115,076 | $220.0 萬 | 0.3% | +40,000+53.3% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 7,609 | $212.0 萬 | 0.3% | +1,278+20.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,085 | $209.5 萬 | 0.3% | +799+24.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,518 | $208.8 萬 | 0.3% | −1,292−16.5% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 128,000 | $207.1 萬 | 0.3% | +28,000+28.0% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 12,711 | $205.3 萬 | 0.3% | +724+6.0% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 49,345 | $204.6 萬 | 0.3% | +10,294+26.4% | 加碼 | 歷史 |
| EIXEdison International | Stock | 31,990 | $203.5 萬 | 0.3% | +14,948+87.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 14,339 | $194.7 萬 | 0.3% | +2,682+23.0% | 加碼 | 歷史 |
| MASMasco Corp | COM | 41,474 | $193.6 萬 | 0.3% | +41,474 | 新進 | 歷史 |
| IEXIdex Corp | COM | 8,400 | $191.8 萬 | 0.3% | −1,800−17.6% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 98,000 | $189.4 萬 | 0.3% | −109,896−52.9% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 27,135 | $187.3 萬 | 0.3% | +2,000+8.0% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 73,669 | $180.1 萬 | 0.3% | +1,375+1.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 884 | $178.2 萬 | 0.3% | +285+47.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,016 | $178.0 萬 | 0.3% | +1,155+11.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,878 | $176.9 萬 | 0.3% | +1,842+26.2% | 加碼 | 歷史 |
| CICigna Group | Stock | 5,338 | $176.9 萬 | 0.3% | +958+21.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 34,426 | $176.4 萬 | 0.3% | +3,229+10.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,684 | $174.0 萬 | 0.3% | +1,604+11.4% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 62,500 | $172.1 萬 | 0.3% | +4,000+6.8% | 加碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 160,494 | $153.0 萬 | 0.2% | +28,246+21.4% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 25,200 | $144.0 萬 | 0.2% | +8,200+48.2% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 41,399 | $114.3 萬 | 0.2% | +37,366+926.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,830 | $109.0 萬 | 0.2% | +3,455+25.8% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 2,116 | $108.4 萬 | 0.2% | +377+21.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 9,336 | $105.2 萬 | 0.2% | +2,990+47.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,744 | $102.3 萬 | 0.2% | −7,353−45.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 23,266 | $101.5 萬 | 0.2% | +7,223+45.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 3,662 | $101.4 萬 | 0.2% | +695+23.4% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 14,892 | $100.6 萬 | 0.2% | +9,278+165.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,525 | $98.0 萬 | 0.2% | +25+1.0% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,076 | $97.8 萬 | 0.2% | +791+24.1% | 加碼 | 歷史 |
| KRKroger Co | Stock | 21,850 | $97.4 萬 | 0.2% | +11,037+102.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,579 | $97.0 萬 | 0.2% | +727+18.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,264 | $96.2 萬 | 0.2% | −3,970−54.9% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 21,672 | $93.3 萬 | 0.1% | +6,402+41.9% | 加碼 | 歷史 |
| HNSTHonest Company, Inc. | COM | 307,716 | $92.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 3,420 | $89.8 萬 | 0.1% | +389+12.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,317 | $88.0 萬 | 0.1% | +472+16.6% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,409 | $81.7 萬 | 0.1% | −114−4.5% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 9,905 | $81.2 萬 | 0.1% | +1,858+23.1% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 12,263 | $80.4 萬 | 0.1% | −14,784−54.7% | 減碼 | 歷史 |
| MNTVMomentive Global Inc. | COM | 112,800 | $79.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（19 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 19,415 | $514.9 萬 | 0.9% | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 195,771 | $145.8 萬 | 0.2% | – |
| TWTRTwitter, Inc. | COM | 27,911 | $122.3 萬 | 0.2% | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 95,747 | $58.9 萬 | 0.1% | 歷史 |
| OTLYOatly Group AB | SPONSORED ADS | 213,085 | $56.0 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 897 | $45.3 萬 | 0.1% | 歷史 |
| NWSANews Corp | CL A | 17,789 | $26.8 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 1,215 | $26.5 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 15,820 | $24.2 萬 | <0.1% | 歷史 |
| SIVBSVB Financial Group | COM | 652 | $21.8 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,245 | $19.5 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,905 | $18.8 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 992 | $18.4 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 457 | $18.3 萬 | <0.1% | 歷史 |
| NWSNews Corp | CL B | 11,855 | $18.2 萬 | <0.1% | 歷史 |
| CTXSCitrix Systems Inc | COM | 1,695 | $17.6 萬 | <0.1% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 971 | $14.6 萬 | <0.1% | – |
| IBMInternational Business Machines Corp | Stock | 1,151 | $13.6 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 1,593 | $11.0 萬 | <0.1% | 歷史 |