Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 164
- 較 2022 年第 4 季 −17
- 總值
- $6.93 億
- 較 2022 年第 4 季 +$5,456 萬 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 266,480 | $1.54 億 | 22.2% | −14,807−5.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 410,201 | $6,790 萬 | 9.8% | −174,242−29.8% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 231,109 | $4,860 萬 | 7.0% | +213,336+1,200.3% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,088,248 | $4,208 萬 | 6.1% | +89,541+4.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 111,925 | $3,199 萬 | 4.6% | +111,925 | 新進 | 歷史 |
| GIBCgi Inc | CL A | 274,698 | $2,644 萬 | 3.8% | +14,965+5.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56,689 | $1,634 萬 | 2.4% | +1,378+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,698 | $1,242 萬 | 1.8% | −8,382−15.8% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 78,342 | $1,059 萬 | 1.5% | −288−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 28,898 | $992.4 萬 | 1.4% | +104+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 58,682 | $957.5 萬 | 1.4% | +435+0.7% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 61,779 | $905.0 萬 | 1.3% | +5,388+9.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 38,602 | $870.3 萬 | 1.3% | +10,911+39.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 39,020 | $785.3 萬 | 1.1% | +690+1.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 49,490 | $735.9 萬 | 1.1% | +20,157+68.7% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 77,262 | $710.5 萬 | 1.0% | +15,185+24.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 85,905 | $662.2 萬 | 1.0% | +18,268+27.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 39,781 | $656.2 萬 | 0.9% | +10,761+37.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 15,492 | $597.0 萬 | 0.9% | −106−0.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 20,193 | $576.4 萬 | 0.8% | −919−4.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 14,987 | $544.6 萬 | 0.8% | +97+0.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 21,130 | $539.8 萬 | 0.8% | +1,674+8.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 69,895 | $525.3 萬 | 0.8% | −5,359−7.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,212 | $523.7 萬 | 0.8% | −1,816−6.5% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 21,158 | $521.5 萬 | 0.8% | −142−0.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 133,022 | $487.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 13,249 | $440.9 萬 | 0.6% | −2,538−16.1% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 72,965 | $426.1 萬 | 0.6% | +8,680+13.5% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 89,682 | $397.9 萬 | 0.6% | +40,337+81.7% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 75,117 | $393.8 萬 | 0.6% | +7,484+11.1% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 64,861 | $368.2 萬 | 0.5% | +64,861 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 47,312 | $367.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 59,303 | $360.3 萬 | 0.5% | −8,230−12.2% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 120,195 | $343.8 萬 | 0.5% | −20,291−14.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 9,351 | $340.6 萬 | 0.5% | +2,833+43.5% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 15,907 | $328.5 萬 | 0.5% | +1,590+11.1% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 209,464 | $327.2 萬 | 0.5% | +11,631+5.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 30,584 | $320.2 萬 | 0.5% | +3,560+13.2% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 90,035 | $314.7 萬 | 0.5% | +27,535+44.1% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 39,109 | $306.1 萬 | 0.4% | −3,512−8.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,430 | $298.8 萬 | 0.4% | +3,905+154.7% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 253,484 | $297.1 萬 | 0.4% | −55,665−18.0% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 19,637 | $290.6 萬 | 0.4% | +19,637 | 新進 | – |
| SPLKSplunk Inc | COM | 30,145 | $289.0 萬 | 0.4% | −2,548−7.8% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 126,270 | $287.8 萬 | 0.4% | −56,290−30.8% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 37,039 | $285.2 萬 | 0.4% | −6,310−14.6% | 減碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 140,182 | $283.9 萬 | 0.4% | −106,346−43.1% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,923 | $281.1 萬 | 0.4% | −2,077−13.8% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 17,788 | $261.3 萬 | 0.4% | −1,592−8.2% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 59,641 | $256.4 萬 | 0.4% | −10,359−14.8% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 11,992 | $249.6 萬 | 0.4% | −8,612−41.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 6,766 | $240.5 萬 | 0.3% | +6,766 | 新進 | 歷史 |
| IEXIdex Corp | COM | 10,193 | $235.5 萬 | 0.3% | +1,793+21.3% | 加碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 32,996 | $214.3 萬 | 0.3% | +5,861+21.6% | 加碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 97,496 | $213.3 萬 | 0.3% | −504−0.5% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 1,213 | $207.2 萬 | 0.3% | +983+427.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,362 | $206.2 萬 | 0.3% | −1,121−5.2% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 68,268 | $204.4 萬 | 0.3% | −7,256−9.6% | 減碼 | 歷史 |
| EIXEdison International | Stock | 27,357 | $193.1 萬 | 0.3% | −4,633−14.5% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 16,912 | $189.7 萬 | 0.3% | +16,912 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,844 | $187.5 萬 | 0.3% | −472−5.1% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 22,364 | $185.0 萬 | 0.3% | −9,541−29.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,574 | $181.9 萬 | 0.3% | −20,382−51.0% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 10,527 | $176.9 萬 | 0.3% | −2,184−17.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,283 | $175.2 萬 | 0.3% | −20,304−44.5% | 減碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 166,997 | $174.8 萬 | 0.3% | +6,503+4.1% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 31,583 | $174.1 萬 | 0.3% | +31,583 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,787 | $171.9 萬 | 0.2% | −229−2.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,399 | $168.8 萬 | 0.2% | +34,085+366.0% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 84,638 | $168.7 萬 | 0.2% | −30,438−26.5% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 16,414 | $165.9 萬 | 0.2% | +16,414 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,478 | $164.7 萬 | 0.2% | −206−1.3% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 11,790 | $163.7 萬 | 0.2% | +11,790 | 新進 | 歷史 |
| MASMasco Corp | COM | 31,520 | $156.7 萬 | 0.2% | −9,954−24.0% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 31,071 | $152.9 萬 | 0.2% | +5,871+23.3% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 15,908 | $150.1 萬 | 0.2% | +10,962+221.6% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 11,782 | $148.0 萬 | 0.2% | −4,431−27.3% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 85,824 | $147.2 萬 | 0.2% | −42,176−33.0% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 40,428 | $145.8 萬 | 0.2% | +40,428 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,543 | $142.3 萬 | 0.2% | +6,254+273.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 34,191 | $139.5 萬 | 0.2% | −235−0.7% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 42,839 | $130.5 萬 | 0.2% | +33,839+376.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,585 | $118.9 萬 | 0.2% | −1,500−36.7% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 19,490 | $108.1 萬 | 0.2% | −53,933−73.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,113 | $103.7 萬 | 0.1% | +796+24.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,221 | $100.3 萬 | 0.1% | +663+118.8% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 32,235 | $90.9 萬 | 0.1% | −165−0.5% | 減碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 2,892 | $87.9 萬 | 0.1% | −5,714−66.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,434 | $87.7 萬 | 0.1% | −1,904−35.7% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 14,043 | $87.7 萬 | 0.1% | +9,553+212.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 12,070 | $86.5 萬 | 0.1% | −193−1.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,343 | $80.8 萬 | 0.1% | −77−2.3% | 減碼 | 歷史 |
| Shaw Communications Inc82028K200 | CL B CONV | 23,584 | $70.5 萬 | 0.1% | +23,584 | 新進 | – |
| HUMHumana Inc | Stock | 1,418 | $68.8 萬 | 0.1% | −698−33.0% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,571 | $67.8 萬 | 0.1% | −1,505−36.9% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,775 | $66.4 萬 | 0.1% | +4,275+122.1% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,271 | $65.6 萬 | 0.1% | +2,488+139.5% | 加碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 36,731 | $63.9 萬 | 0.1% | −40,876−52.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,656 | $63.3 萬 | 0.1% | +4,792+167.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 9,782 | $63.1 萬 | 0.1% | +4,338+79.7% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（57 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 9,880 | $312.1 萬 | 0.5% | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,663 | $256.7 萬 | 0.4% | 歷史 |
| CMCSAComcast Corp | Stock | 69,042 | $241.4 萬 | 0.4% | 歷史 |
| MCOMoodys Corp | Stock | 7,609 | $212.0 萬 | 0.3% | 歷史 |
| KMBKimberly Clark Corp | Stock | 14,339 | $194.7 萬 | 0.3% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 73,669 | $180.1 萬 | 0.3% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 884 | $178.2 萬 | 0.3% | 歷史 |
| LOWLowes Companies Inc | Stock | 8,878 | $176.9 萬 | 0.3% | 歷史 |
| VFCV F Corp | Stock | 41,399 | $114.3 萬 | 0.2% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,830 | $109.0 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 8,744 | $102.3 萬 | 0.2% | 歷史 |
| USBUS Bancorp DE | COM NEW | 23,266 | $101.5 萬 | 0.2% | 歷史 |
| KRKroger Co | Stock | 21,850 | $97.4 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 3,264 | $96.2 萬 | 0.2% | 歷史 |
| TFCTruist Financial Corp | COM | 21,672 | $93.3 萬 | 0.1% | 歷史 |
| HNSTHonest Company, Inc. | COM | 307,716 | $92.6 萬 | 0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,409 | $81.7 萬 | 0.1% | 歷史 |
| MNTVMomentive Global Inc. | COM | 112,800 | $79.0 萬 | 0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 5,792 | $71.1 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 5,754 | $70.3 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 278 | $68.6 萬 | 0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,880 | $63.4 萬 | 0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 29,275 | $62.7 萬 | 0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 4,620 | $62.7 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 11,233 | $56.1 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 3,129 | $55.2 萬 | 0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 3,127 | $45.4 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,394 | $44.9 萬 | 0.1% | 歷史 |
| SYYSysco Corp | Stock | 5,308 | $40.6 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 4,735 | $40.3 萬 | 0.1% | 歷史 |
| FITBFifth Third Bancorp | COM | 12,162 | $39.9 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 4,325 | $37.9 萬 | 0.1% | 歷史 |
| BCEBce Inc | COM NEW | 8,407 | $36.9 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 25,083 | $35.4 萬 | 0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 10,079 | $33.6 萬 | 0.1% | 歷史 |
| RFRegions Financial Corp | COM | 15,251 | $32.9 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 8,120 | $32.0 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,651 | $28.6 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 16,168 | $28.2 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,057 | $27.2 萬 | <0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 464 | $25.9 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 2,790 | $25.9 萬 | <0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 7,111 | $25.4 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,902 | $23.9 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,736 | $22.6 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,801 | $21.9 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 7,972 | $21.4 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 2,589 | $20.1 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 2,995 | $20.0 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 358 | $19.9 萬 | <0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,846 | $19.1 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 245 | $17.4 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,128 | $16.8 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 194 | $12.7 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 588 | $9.89 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 1,000 | $7.12 萬 | <0.1% | 歷史 |
| LOOPLoop Industries, Inc. | COM | 10,000 | $2.39 萬 | <0.1% | 歷史 |