Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 119
- 較 2025 年第 1 季 −15
- 總值
- $7.09 億
- 較 2025 年第 1 季 +$1.53 億 (+27.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 138,272 | $5,606 萬 | 7.9% | −13,179−8.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 163,663 | $4,410 萬 | 6.2% | +4,587+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 264,875 | $4,185 萬 | 5.9% | +27,784+11.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 78,330 | $3,896 萬 | 5.5% | +10,509+15.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 125,912 | $3,763 萬 | 5.3% | +6,234+5.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 28,850 | $2,249 萬 | 3.2% | +2,125+8.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 83,688 | $1,915 萬 | 2.7% | +18,616+28.6% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 144,268 | $1,866 萬 | 2.6% | +58,047+67.3% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 234,596 | $1,782 萬 | 2.5% | +97,348+70.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 49,953 | $1,774 萬 | 2.5% | +4,979+11.1% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 115,904 | $1,612 萬 | 2.3% | +36,126+45.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 49,506 | $1,579 萬 | 2.2% | +3,721+8.1% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 265,763 | $1,434 萬 | 2.0% | +90,166+51.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 131,019 | $1,191 萬 | 1.7% | +58,759+81.3% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 48,417 | $1,186 萬 | 1.7% | +23,274+92.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 28,779 | $1,139 萬 | 1.6% | +2,643+10.1% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 148,333 | $1,104 萬 | 1.6% | +58,934+65.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 34,591 | $1,066 萬 | 1.5% | +19,690+132.1% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 59,975 | $987.4 萬 | 1.4% | +34,536+135.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 63,170 | $985.1 萬 | 1.4% | +31,949+102.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,327 | $941.6 萬 | 1.3% | +3,060+21.4% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 49,611 | $871.0 萬 | 1.2% | +24,314+96.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,012 | $860.5 萬 | 1.2% | +8,936+19.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 18,269 | $857.1 萬 | 1.2% | +4,536+33.0% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 48,511 | $803.1 萬 | 1.1% | +23,228+91.9% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 77,996 | $800.7 萬 | 1.1% | +54,149+227.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 59,054 | $787.4 萬 | 1.1% | +31,881+117.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 30,803 | $708.7 萬 | 1.0% | +2,324+8.2% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 92,305 | $678.9 萬 | 1.0% | +10,323+12.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,375 | $655.4 萬 | 0.9% | +385+6.4% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 36,404 | $638.8 萬 | 0.9% | +22,554+162.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 23,410 | $638.4 萬 | 0.9% | +4,552+24.1% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 300,686 | $633.5 萬 | 0.9% | +149,713+99.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 30,648 | $627.2 萬 | 0.9% | +8,174+36.4% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 25,377 | $609.0 萬 | 0.9% | +2,923+13.0% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 10,196 | $578.0 萬 | 0.8% | +3,553+53.5% | 加碼 | 歷史 |
| ENSEnerSys | COM | 63,735 | $546.7 萬 | 0.8% | +20,361+46.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 12,304 | $538.2 萬 | 0.8% | −986−7.4% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 39,854 | $524.6 萬 | 0.7% | +23,442+142.8% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 144,829 | $520.8 萬 | 0.7% | +23,981+19.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 103,974 | $511.7 萬 | 0.7% | −29,995−22.4% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 41,343 | $511.0 萬 | 0.7% | −12,412−23.1% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 28,245 | $508.6 萬 | 0.7% | +2,973+11.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 13,431 | $507.8 萬 | 0.7% | +832+6.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,842 | $496.9 萬 | 0.7% | +91+1.0% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 57,357 | $463.4 萬 | 0.7% | +3,843+7.2% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 563,691 | $461.1 萬 | 0.7% | −234,438−29.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 18,571 | $441.2 萬 | 0.6% | +2,887+18.4% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 42,039 | $424.4 萬 | 0.6% | +16,611+65.3% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 17,089 | $420.2 萬 | 0.6% | +11,568+209.5% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 9,877 | $401.9 萬 | 0.6% | +638+6.9% | 加碼 | – |
| FLEXFlex Ltd. | Stock | 75,958 | $379.2 萬 | 0.5% | −8,502−10.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 28,326 | $349.8 萬 | 0.5% | +12,572+79.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,860 | $336.0 萬 | 0.5% | +1,004+54.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 47,014 | $326.4 萬 | 0.5% | −2,758−5.5% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 57,929 | $325.3 萬 | 0.5% | −10,601−15.5% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 119,727 | $307.6 萬 | 0.4% | +24,257+25.4% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 15,500 | $267.1 萬 | 0.4% | +9,172+144.9% | 加碼 | 歷史 |
| TPCTutor Perini Corp | COM | 54,941 | $257.0 萬 | 0.4% | −16,497−23.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,130 | $243.3 萬 | 0.3% | −2,021−15.4% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 59,752 | $230.2 萬 | 0.3% | +43,287+262.9% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 68,243 | $223.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EXPOExponent Inc | COM | 29,656 | $221.6 萬 | 0.3% | −26,721−47.4% | 減碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 36,026 | $217.4 萬 | 0.3% | +3,841+11.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 20,194 | $216.9 萬 | 0.3% | −2,136−9.6% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 5,000 | $204.2 萬 | 0.3% | +5,000 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 2,767 | $202.4 萬 | 0.3% | −302−9.8% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 36,443 | $198.2 萬 | 0.3% | +12,222+50.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,129 | $195.3 萬 | 0.3% | −11,586−20.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 15,000 | $192.6 萬 | 0.3% | +5,000+50.0% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 19,684 | $179.3 萬 | 0.3% | +2,522+14.7% | 加碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 48,509 | $177.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,671 | $172.3 萬 | 0.2% | +12,671 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 68,408 | $165.8 萬 | 0.2% | −3,807−5.3% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 268,777 | $164.0 萬 | 0.2% | +181,091+206.5% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 29,208 | $153.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,110 | $148.6 萬 | 0.2% | +585+111.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 16,401 | $143.0 萬 | 0.2% | +16,401 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,840 | $127.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPMP Materials Corp. | COM CL A | 37,897 | $126.1 萬 | 0.2% | −15,000−28.4% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 16,013 | $109.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 2,907 | $102.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 9,787 | $101.0 萬 | 0.1% | −169−1.7% | 減碼 | 歷史 |
| EMBCEmbecta Corp. | Stock | 103,010 | $99.8 萬 | 0.1% | +73,928+254.2% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $94.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 3,459 | $68.3 萬 | 0.1% | −472−12.0% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $67.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNFIUnited Natural Foods Inc | COM | 28,736 | $67.0 萬 | 0.1% | +28,736 | 新進 | 歷史 |
| DCIDonaldson Co Inc | Stock | 8,576 | $59.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,768 | $54.7 萬 | 0.1% | −406−18.7% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $54.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 13,560 | $53.8 萬 | 0.1% | −13,914−50.6% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,041 | $53.4 萬 | 0.1% | +7,041 | 新進 | 歷史 |
| OCOwens Corning | Stock | 3,803 | $52.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $51.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,214 | $50.1 萬 | 0.1% | −33,072−82.1% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 9,244 | $48.1 萬 | 0.1% | −2,310−20.0% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,935 | $47.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,035 | $44.7 萬 | 0.1% | +1,140+39.4% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,844 | $42.3 萬 | 0.1% | −752−13.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| OMCOmnicom Group Inc. | COM | 7,954 | $65.9 萬 | 0.1% | 歷史 |
| KAIKadant Inc | COM | 1,864 | $62.8 萬 | 0.1% | 歷史 |
| GEFGreif, Inc | CL A | 8,228 | $45.2 萬 | 0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,324 | $44.6 萬 | 0.1% | 歷史 |
| STSensata Technologies Holding plc | SHS | 13,326 | $32.3 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,365 | $29.7 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,255 | $29.2 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 6,578 | $19.4 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $18.9 萬 | <0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 1,802 | $17.6 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 701 | $16.6 萬 | <0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 3,143 | $14.2 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,024 | $12.8 萬 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 371 | $11.6 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 416 | $9.31 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 733 | $8.82 萬 | <0.1% | 歷史 |
| DOVDOVER Corp | COM | 460 | $8.08 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 1,256 | $6.54 萬 | <0.1% | 歷史 |
| WATWaters Corp | COM | 177 | $6.52 萬 | <0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 1,808 | $5.65 萬 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 9,366 | $3.89 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $3.47 萬 | <0.1% | 歷史 |