Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 134
- 較 2024 年第 4 季 +5
- 總值
- $5.56 億
- 較 2024 年第 4 季 −$2,363 萬 (−4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WSTWest Pharmaceutical Services Inc | COM | 155 | $3.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HAINHain Celestial Group Inc | COM | 9,366 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMNEastman Chemical Co | Stock | 480 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 1,475 | $4.88 萬 | <0.1% | −5,619−79.2% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 1,808 | $5.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 177 | $6.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 1,256 | $6.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 460 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,143 | $8.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 733 | $8.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RMDResmed Inc | COM | 416 | $9.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 1,106 | $10.6 萬 | <0.1% | +210+23.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 371 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,024 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWSmurfit Westrock plc | Stock | 3,143 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $16.5 萬 | <0.1% | +16,530+95.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 701 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 1,802 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $18.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 6,578 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,865 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 4,243 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,255 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 6,949 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 87,686 | $29.6 萬 | 0.1% | +87,686 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,365 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,410 | $30.4 萬 | 0.1% | −170−4.7% | 減碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 13,326 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,895 | $32.4 萬 | 0.1% | +2,895 | 新進 | 歷史 |
| EMBCEmbecta Corp. | Stock | 29,082 | $37.1 萬 | 0.1% | +29,082 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 5,596 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,287 | $43.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,324 | $44.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEFGreif, Inc | CL A | 8,228 | $45.2 萬 | 0.1% | −6,629−44.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 525 | $49.0 萬 | 0.1% | +211+67.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,149 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VITLVital Farms, Inc. | COM | 16,465 | $50.2 萬 | 0.1% | +5,565+51.1% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 11,554 | $50.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 20,500 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 3,803 | $54.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $55.6 萬 | 0.1% | −29,386−20.5% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $55.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,174 | $56.9 萬 | 0.1% | +128+6.3% | 加碼 | 歷史 |
| DCIDonaldson Co Inc | Stock | 8,576 | $57.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,519 | $58.3 萬 | 0.1% | +58+4.0% | 加碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,935 | $61.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KAIKadant Inc | COM | 1,864 | $62.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,954 | $65.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCCBoise Cascade Co | COM | 7,083 | $69.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 10,000 | $72.2 萬 | 0.1% | +7,072+241.5% | 加碼 | 歷史 |
| NOVTNovanta Inc | COM | 5,997 | $76.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 3,931 | $80.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALVAutoliv Inc | COM | 10,020 | $88.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,805 | $90.3 萬 | 0.2% | +14,805 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 2,907 | $92.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 9,956 | $92.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | Stock | 16,013 | $95.3 萬 | 0.2% | −5,000−23.8% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 6,328 | $98.1 萬 | 0.2% | +6,000+1,829.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,840 | $99.2 萬 | 0.2% | −1,200−23.8% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $100.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 5,521 | $112.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 29,208 | $118.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPMP Materials Corp. | COM CL A | 52,897 | $129.1 萬 | 0.2% | −20,000−27.4% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 24,221 | $140.7 萬 | 0.3% | −466−1.9% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 17,162 | $143.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNMCore & Main, Inc. | CL A | 32,185 | $155.5 萬 | 0.3% | −2,776−7.9% | 減碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 48,509 | $160.0 萬 | 0.3% | +48,509 | 新進 | 歷史 |
| TPCTutor Perini Corp | COM | 71,438 | $165.6 萬 | 0.3% | +15,268+27.2% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 27,474 | $170.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ITRIItron, Inc. | COM | 16,412 | $171.9 萬 | 0.3% | −1,946−10.6% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,069 | $178.0 萬 | 0.3% | −328−9.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 72,215 | $183.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 13,151 | $183.9 萬 | 0.3% | −5,197−28.3% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 68,243 | $190.5 萬 | 0.3% | −12,000−15.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,754 | $191.9 萬 | 0.3% | +2,615+19.9% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 23,847 | $208.6 萬 | 0.4% | −639−2.6% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 1,856 | $219.2 萬 | 0.4% | −38−2.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 22,330 | $225.3 萬 | 0.4% | −2,772−11.0% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 13,850 | $246.5 萬 | 0.4% | −312−2.2% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 25,428 | $247.8 萬 | 0.4% | +3,483+15.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,286 | $248.6 萬 | 0.4% | +20,732+106.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 56,715 | $257.3 萬 | 0.5% | +1,004+1.8% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 84,460 | $279.4 萬 | 0.5% | −7,000−7.7% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 95,470 | $279.5 萬 | 0.5% | −1,014−1.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 27,173 | $297.9 萬 | 0.5% | +8,192+43.2% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 9,239 | $312.3 萬 | 0.6% | +500+5.7% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 25,283 | $319.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 12,599 | $320.2 萬 | 0.6% | +1,582+14.4% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 68,530 | $344.1 萬 | 0.6% | −649−0.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 49,772 | $352.8 萬 | 0.6% | +254+0.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 53,514 | $353.2 萬 | 0.6% | +3,097+6.1% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 120,848 | $353.5 萬 | 0.6% | −862−0.7% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14,901 | $379.0 萬 | 0.7% | +2,337+18.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 22,474 | $383.5 萬 | 0.7% | +1,440+6.8% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 25,439 | $388.3 萬 | 0.7% | −292−1.1% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 6,643 | $391.7 萬 | 0.7% | −21−0.3% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 150,973 | $391.9 萬 | 0.7% | −1,878−1.2% | 減碼 | 歷史 |
| ENSEnerSys | COM | 43,374 | $397.2 萬 | 0.7% | +17,748+69.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 15,684 | $444.0 萬 | 0.8% | +33+0.2% | 加碼 | 歷史 |