Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 129
- 較 2024 年第 3 季 +9
- 總值
- $5.80 億
- 較 2024 年第 3 季 +$83.8 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EMNEastman Chemical Co | Stock | 480 | $4.38 萬 | <0.1% | −1,359−73.9% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $5.08 萬 | <0.1% | −6−3.7% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 9,366 | $5.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 328 | $6.03 萬 | <0.1% | −14−4.1% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 1,808 | $6.09 萬 | <0.1% | −14,874−89.2% | 減碼 | 歷史 |
| WATWaters Corp | COM | 177 | $6.57 萬 | <0.1% | −7−3.8% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 1,256 | $6.92 萬 | <0.1% | −53−4.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,143 | $8.46 萬 | <0.1% | −5,296−82.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 733 | $8.55 萬 | <0.1% | −31−4.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 460 | $8.63 萬 | <0.1% | −20−4.2% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 416 | $9.51 萬 | <0.1% | −18−4.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 896 | $9.53 萬 | <0.1% | −38−4.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 371 | $9.67 萬 | <0.1% | −16−4.1% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,024 | $11.7 萬 | <0.1% | −43−4.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 701 | $16.5 萬 | <0.1% | −30−4.1% | 減碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 3,143 | $16.9 萬 | <0.1% | −132−4.0% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 1,802 | $18.3 萬 | <0.1% | −76−4.0% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $19.4 萬 | <0.1% | −113−4.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 6,578 | $21.2 萬 | <0.1% | −275−4.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,365 | $25.0 萬 | <0.1% | −58−4.1% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,865 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 6,949 | $25.5 萬 | <0.1% | −216−3.0% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 7,094 | $27.3 萬 | <0.1% | −626−8.1% | 減碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 17,406 | $27.6 萬 | <0.1% | +17,406 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 314 | $28.0 萬 | <0.1% | +314 | 新進 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 4,243 | $29.2 萬 | 0.1% | +4,243 | 新進 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,580 | $29.6 萬 | 0.1% | −1,123−23.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,255 | $32.4 萬 | 0.1% | −3,732−53.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,928 | $33.3 萬 | 0.1% | +2,928 | 新進 | 歷史 |
| STSensata Technologies Holding plc | SHS | 13,326 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,324 | $40.0 萬 | 0.1% | −181−4.0% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 10,900 | $41.1 萬 | 0.1% | +10,900 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 5,596 | $43.5 萬 | 0.1% | −32−0.6% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,287 | $46.5 萬 | 0.1% | −134−1.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,149 | $48.8 萬 | 0.1% | −11−0.5% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $56.5 萬 | 0.1% | +26,459 | 新進 | 歷史 |
| DCIDonaldson Co Inc | Stock | 8,576 | $57.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,046 | $60.5 萬 | 0.1% | −12−0.6% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 11,554 | $63.3 萬 | 0.1% | +11,554 | 新進 | 歷史 |
| KAIKadant Inc | COM | 1,864 | $64.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 3,803 | $64.8 萬 | 0.1% | +3,803 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,461 | $65.0 萬 | 0.1% | −23−1.5% | 減碼 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 20,500 | $65.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,954 | $68.4 萬 | 0.1% | −333−4.0% | 減碼 | 歷史 |
| BCCBoise Cascade Co | COM | 7,083 | $84.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 143,622 | $86.7 萬 | 0.1% | −7,966−5.3% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $88.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 3,931 | $90.2 萬 | 0.2% | −20−0.5% | 減碼 | 歷史 |
| GEFGreif, Inc | CL A | 14,857 | $90.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOVTNovanta Inc | COM | 5,997 | $91.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 9,956 | $93.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALVAutoliv Inc | COM | 10,020 | $94.0 萬 | 0.2% | −21,566−68.3% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 2,907 | $98.1 萬 | 0.2% | −424−12.7% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,935 | $107.0 萬 | 0.2% | +64,935 | 新進 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 5,521 | $112.2 萬 | 0.2% | +133+2.5% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 72,897 | $113.7 萬 | 0.2% | −10,687−12.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,554 | $115.8 萬 | 0.2% | −415−2.1% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 21,013 | $127.1 萬 | 0.2% | −3,082−12.8% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 17,162 | $131.9 萬 | 0.2% | +17,162 | 新進 | 歷史 |
| TPCTutor Perini Corp | COM | 56,170 | $135.9 萬 | 0.2% | +56,170 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 5,040 | $144.0 萬 | 0.2% | −3,388−40.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,139 | $158.7 萬 | 0.3% | +13,139 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 24,687 | $170.4 萬 | 0.3% | +18,198+280.4% | 加碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 34,961 | $178.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 29,208 | $184.2 萬 | 0.3% | −4,284−12.8% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 27,474 | $188.7 萬 | 0.3% | +3,325+13.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 72,215 | $191.6 萬 | 0.3% | −8,488−10.5% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 18,358 | $199.3 萬 | 0.3% | −8,433−31.5% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,397 | $201.0 萬 | 0.3% | +3,242+2,091.6% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 80,243 | $222.0 萬 | 0.4% | −21,764−21.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 55,711 | $222.8 萬 | 0.4% | −17,151−23.5% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 21,945 | $223.5 萬 | 0.4% | +18,014+458.3% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 25,102 | $224.2 萬 | 0.4% | −2,661−9.6% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 1,894 | $231.8 萬 | 0.4% | +1,494+373.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 18,981 | $235.2 萬 | 0.4% | +8,520+81.4% | 加碼 | 歷史 |
| ENSEnerSys | COM | 25,626 | $236.9 萬 | 0.4% | +25,626 | 新進 | 歷史 |
| PNRPENTAIR plc | SHS | 24,486 | $246.4 萬 | 0.4% | +17,469+249.0% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 14,162 | $265.0 萬 | 0.5% | +12,156+606.0% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 96,484 | $271.6 萬 | 0.5% | +31,693+48.9% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 8,739 | $291.1 萬 | 0.5% | +279+3.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 18,348 | $305.8 萬 | 0.5% | −2,552−12.2% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 25,731 | $327.0 萬 | 0.6% | +3,296+14.7% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 6,664 | $346.4 萬 | 0.6% | +3,906+141.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,017 | $348.2 萬 | 0.6% | −3,183−22.4% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 91,460 | $351.1 萬 | 0.6% | −9,233−9.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 49,518 | $355.0 萬 | 0.6% | −239−0.5% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 12,564 | $377.5 萬 | 0.7% | +5,951+90.0% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 50,417 | $378.0 萬 | 0.7% | +1,863+3.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 21,034 | $382.7 萬 | 0.7% | +734+3.6% | 加碼依 2 比 1 拆股換算 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 152,851 | $415.1 萬 | 0.7% | +44,585+41.2% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 69,179 | $417.1 萬 | 0.7% | +15,285+28.4% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 25,283 | $445.6 萬 | 0.8% | −990−3.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 24,038 | $474.4 萬 | 0.8% | +741+3.2% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 121,710 | $484.9 萬 | 0.8% | +10,455+9.4% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 56,377 | $502.3 萬 | 0.9% | −3,293−5.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 31,570 | $514.4 萬 | 0.9% | +13,641+76.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,828 | $517.5 萬 | 0.9% | −2,324−19.1% | 減碼 | 歷史 |
| RUNSunrun Inc. | COM | 570,462 | $527.7 萬 | 0.9% | +113,085+24.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 12,710 | $532.1 萬 | 0.9% | +3,091+32.1% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。