Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 163
- 較 2023 年第 1 季 −1
- 總值
- $5.68 億
- 較 2023 年第 1 季 −$1.25 億 (−18.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 222,838 | $1.16 億 | 20.5% | −43,642−16.4% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 280,021 | $4,690 萬 | 8.3% | +48,912+21.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 119,091 | $3,675 萬 | 6.5% | +7,166+6.4% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 1,974,682 | $3,527 萬 | 6.2% | −113,566−5.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 186,309 | $3,478 萬 | 6.1% | −223,892−54.6% | 減碼 | 歷史 |
| GIBCgi Inc | CL A | 286,292 | $3,022 萬 | 5.3% | +11,594+4.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 46,103 | $1,570 萬 | 2.8% | −10,586−18.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,686 | $1,213 萬 | 2.1% | −16,012−35.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 25,716 | $1,206 萬 | 2.1% | −3,182−11.0% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 76,114 | $1,000 萬 | 1.8% | −2,228−2.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 50,319 | $872.6 萬 | 1.5% | −8,363−14.3% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 58,812 | $839.5 萬 | 1.5% | −2,967−4.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 31,789 | $754.9 萬 | 1.3% | −6,813−17.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 46,698 | $708.6 萬 | 1.2% | −2,792−5.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 31,650 | $647.6 萬 | 1.1% | −7,370−18.9% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 77,545 | $617.2 萬 | 1.1% | +283+0.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,652 | $569.8 萬 | 1.0% | −3,840−24.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 16,440 | $562.1 萬 | 1.0% | −4,690−22.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 31,549 | $549.6 萬 | 1.0% | −8,232−20.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 17,924 | $546.8 萬 | 1.0% | −2,269−11.2% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 141,611 | $546.1 萬 | 1.0% | +8,589+6.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 27,294 | $536.0 萬 | 0.9% | +6,136+29.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 63,454 | $488.8 萬 | 0.9% | −6,441−9.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 64,407 | $477.9 萬 | 0.8% | −21,498−25.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,064 | $381.6 萬 | 0.7% | −8,148−31.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 9,418 | $370.4 萬 | 0.7% | −5,569−37.2% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 56,707 | $361.7 萬 | 0.6% | −16,258−22.3% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 68,148 | $360.8 萬 | 0.6% | −6,969−9.3% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 31,909 | $359.4 萬 | 0.6% | +1,325+4.3% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 47,312 | $355.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 59,063 | $346.3 萬 | 0.6% | −240−0.4% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 10,258 | $338.8 萬 | 0.6% | −2,991−22.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,705 | $332.2 萬 | 0.6% | −1,202−7.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,691 | $319.8 萬 | 0.6% | −739−11.5% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 33,695 | $311.5 萬 | 0.5% | −3,344−9.0% | 減碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 165,421 | $302.9 萬 | 0.5% | −44,043−21.0% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 55,339 | $300.1 萬 | 0.5% | −4,302−7.2% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 13,711 | $295.1 萬 | 0.5% | +3,518+34.5% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 27,713 | $294.0 萬 | 0.5% | −2,432−8.1% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 17,378 | $271.7 萬 | 0.5% | −2,259−11.5% | 減碼 | – |
| TTEKTetra Tech Inc | COM | 16,505 | $270.3 萬 | 0.5% | −1,283−7.2% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,078 | $267.9 萬 | 0.5% | −2,273−24.3% | 減碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 100,460 | $267.6 萬 | 0.5% | −39,722−28.3% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 83,540 | $263.3 萬 | 0.5% | −6,495−7.2% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 98,027 | $250.6 萬 | 0.4% | −28,243−22.4% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 96,584 | $241.5 萬 | 0.4% | −23,611−19.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 6,278 | $239.2 萬 | 0.4% | −488−7.2% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 11,648 | $238.3 萬 | 0.4% | −344−2.9% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 11,991 | $227.9 萬 | 0.4% | −932−7.2% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 90,463 | $204.4 萬 | 0.4% | −7,033−7.2% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 35,255 | $196.0 萬 | 0.3% | +2,259+6.8% | 加碼 | 歷史 |
| SRCLStericycle Inc | COM | 41,830 | $194.3 萬 | 0.3% | +41,830 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 174,613 | $181.4 萬 | 0.3% | −78,871−31.1% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 17,548 | $179.1 萬 | 0.3% | +636+3.8% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 39,666 | $177.3 萬 | 0.3% | −50,016−55.8% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 27,700 | $161.4 萬 | 0.3% | −37,161−57.3% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 97,090 | $158.7 萬 | 0.3% | +12,452+14.7% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 31,613 | $153.7 萬 | 0.3% | +542+1.7% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 658 | $140.7 萬 | 0.2% | −555−45.8% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 18,495 | $131.2 萬 | 0.2% | −20,614−52.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,696 | $105.7 萬 | 0.2% | −10,666−52.4% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 83,230 | $104.1 萬 | 0.2% | −2,594−3.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,656 | $103.1 萬 | 0.2% | −10,918−55.8% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 29,897 | $101.9 萬 | 0.2% | −38,371−56.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,159 | $99.8 萬 | 0.2% | +46+1.1% | 加碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 113,063 | $99.4 萬 | 0.2% | −53,934−32.3% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 10,235 | $90.3 萬 | 0.2% | −12,129−54.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,774 | $85.6 萬 | 0.2% | −5,070−57.3% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 4,225 | $80.0 萬 | 0.1% | −6,302−59.9% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 34,909 | $79.9 萬 | 0.1% | +2,674+8.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,913 | $79.8 萬 | 0.1% | −8,565−55.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,253 | $78.4 萬 | 0.1% | −13,030−51.5% | 減碼 | 歷史 |
| EIXEdison International | Stock | 11,022 | $76.5 萬 | 0.1% | −16,335−59.7% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 12,678 | $73.8 萬 | 0.1% | −18,905−59.9% | 減碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 2,684 | $72.2 萬 | 0.1% | −208−7.2% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,831 | $72.1 萬 | 0.1% | −4,712−55.2% | 減碼 | 歷史 |
| MASMasco Corp | COM | 11,847 | $68.0 萬 | 0.1% | −19,673−62.4% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 6,168 | $67.6 萬 | 0.1% | −10,246−62.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,824 | $65.0 萬 | 0.1% | −5,963−55.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 8,175 | $62.7 萬 | 0.1% | +400+5.1% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 8,666 | $62.5 萬 | 0.1% | −10,824−55.5% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 6,424 | $61.1 萬 | 0.1% | −9,484−59.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 16,313 | $60.7 萬 | 0.1% | −27,086−62.4% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 36,731 | $59.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 4,430 | $58.5 萬 | 0.1% | −7,360−62.4% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 9,033 | $58.4 萬 | 0.1% | +442+5.1% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 6,591 | $57.3 萬 | 0.1% | +323+5.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,303 | $56.1 萬 | 0.1% | −18,888−55.2% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 23,120 | $55.6 萬 | 0.1% | +1,130+5.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,240 | $55.1 萬 | 0.1% | −1,345−52.0% | 減碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 4,777 | $54.2 萬 | 0.1% | −7,005−59.5% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 15,196 | $48.3 萬 | 0.1% | −25,232−62.4% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 16,102 | $46.8 萬 | 0.1% | −26,737−62.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,634 | $45.9 萬 | 0.1% | −1,800−52.4% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 3,711 | $44.6 萬 | 0.1% | −772−17.2% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 5,326 | $43.1 萬 | 0.1% | −6,744−55.9% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 598 | $43.0 萬 | 0.1% | −623−51.0% | 減碼 | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 15,650 | $42.5 萬 | 0.1% | −6,462−29.2% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,451 | $42.3 萬 | 0.1% | −1,425−29.2% | 減碼 | 歷史 |
| RCIRogers Communications Inc | CL B | 9,060 | $41.4 萬 | 0.1% | −3,741−29.2% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。