Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/12/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 111
- 較 2025 年第 2 季 −8
- 總值
- $7.07 億
- 較 2025 年第 2 季 −$136.7 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 255,156 | $4,761 萬 | 6.7% | −9,719−3.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 87,188 | $4,516 萬 | 6.4% | +8,858+11.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 156,302 | $4,280 萬 | 6.1% | −7,361−4.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 121,629 | $2,999 萬 | 4.2% | −4,283−3.4% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 132,536 | $2,923 萬 | 4.1% | +84,025+173.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 152,210 | $2,245 萬 | 3.2% | +7,942+5.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 85,209 | $1,882 萬 | 2.7% | +1,521+1.8% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 228,263 | $1,864 萬 | 2.6% | −6,333−2.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 52,167 | $1,781 萬 | 2.5% | +2,214+4.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 22,128 | $1,688 萬 | 2.4% | −6,722−23.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 50,012 | $1,661 萬 | 2.3% | +506+1.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 118,327 | $1,647 萬 | 2.3% | +2,423+2.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 40,291 | $1,415 萬 | 2.0% | +5,700+16.5% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 271,684 | $1,399 萬 | 2.0% | +5,921+2.2% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 131,328 | $1,194 萬 | 1.7% | −17,005−11.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 142,187 | $1,137 萬 | 1.6% | +11,168+8.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 76,056 | $1,113 萬 | 1.6% | +12,886+20.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 28,980 | $1,071 萬 | 1.5% | +201+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 69,026 | $1,061 萬 | 1.5% | +15,014+27.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 19,968 | $968.5 萬 | 1.4% | −118,304−85.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 20,206 | $959.8 萬 | 1.4% | +1,937+10.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 71,051 | $932.0 萬 | 1.3% | +11,997+20.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 62,449 | $902.6 萬 | 1.3% | +34,123+120.5% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 510,197 | $882.1 萬 | 1.2% | −53,494−9.5% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 49,171 | $878.1 萬 | 1.2% | +754+1.6% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 52,948 | $861.8 萬 | 1.2% | +3,337+6.7% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 77,235 | $855.5 萬 | 1.2% | −761−1.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 34,708 | $820.4 萬 | 1.2% | +3,905+12.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 39,935 | $813.2 萬 | 1.1% | +9,287+30.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,457 | $780.7 萬 | 1.1% | +130+0.8% | 加碼 | 歷史 |
| ENSEnerSys | COM | 67,981 | $767.9 萬 | 1.1% | +4,246+6.7% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 132,141 | $766.0 萬 | 1.1% | +56,183+74.0% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 63,256 | $688.2 萬 | 1.0% | +3,281+5.5% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 107,565 | $655.8 萬 | 0.9% | +3,591+3.5% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 14,964 | $620.1 萬 | 0.9% | +1,533+11.4% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 37,522 | $608.5 萬 | 0.9% | +1,118+3.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,455 | $594.0 萬 | 0.8% | +80+1.3% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 24,104 | $580.3 萬 | 0.8% | −1,273−5.0% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 93,295 | $574.1 萬 | 0.8% | +990+1.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 23,814 | $564.4 萬 | 0.8% | +404+1.7% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 165,280 | $551.7 萬 | 0.8% | +20,451+14.1% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 10,633 | $530.3 萬 | 0.7% | +437+4.3% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 269,737 | $527.9 萬 | 0.7% | −30,949−10.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,925 | $507.7 萬 | 0.7% | +83+0.9% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 39,854 | $496.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 32,216 | $486.0 萬 | 0.7% | +17,216+114.8% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 9,982 | $482.3 萬 | 0.7% | +105+1.1% | 加碼 | – |
| WTSWatts Water Technologies Inc | CL A | 17,089 | $477.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 44,286 | $472.1 萬 | 0.7% | +2,247+5.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 53,289 | $469.6 萬 | 0.7% | −4,068−7.1% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 41,728 | $453.0 萬 | 0.6% | +385+0.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 10,523 | $444.0 萬 | 0.6% | −1,781−14.5% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 62,968 | $422.3 萬 | 0.6% | +25,071+66.2% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 320,462 | $416.0 萬 | 0.6% | +51,685+19.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 20,049 | $397.5 萬 | 0.6% | +16,590+479.6% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 148,874 | $369.1 萬 | 0.5% | +29,147+24.3% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,997 | $367.9 萬 | 0.5% | +137+4.8% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 24,511 | $335.4 萬 | 0.5% | −3,734−13.2% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 16,022 | $325.3 萬 | 0.5% | +522+3.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 68,534 | $301.2 萬 | 0.4% | +23,405+51.9% | 加碼 | 歷史 |
| TPCTutor Perini Corp | COM | 44,544 | $292.2 萬 | 0.4% | −10,397−18.9% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 15,827 | $281.6 萬 | 0.4% | −2,744−14.8% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,055 | $281.3 萬 | 0.4% | +288+10.4% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 6,202 | $266.9 萬 | 0.4% | +1,202+24.0% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 70,541 | $242.8 萬 | 0.3% | +2,298+3.4% | 加碼 | 歷史 |
| NXTNextpower Inc. | Stock | 32,196 | $238.2 萬 | 0.3% | +32,196 | 新進 | 歷史 |
| VITLVital Farms, Inc. | COM | 54,111 | $222.7 萬 | 0.3% | −5,641−9.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 20,194 | $197.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 38,116 | $196.9 萬 | 0.3% | +1,673+4.6% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 26,245 | $182.4 萬 | 0.3% | −3,411−11.5% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 56,145 | $180.6 萬 | 0.3% | +56,145 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 9,820 | $171.8 萬 | 0.2% | +9,820 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,671 | $169.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 30,192 | $148.9 萬 | 0.2% | +984+3.4% | 加碼 | 歷史 |
| EMBCEmbecta Corp. | Stock | 103,010 | $145.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,171 | $140.4 萬 | 0.2% | +61+5.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,969 | $138.7 萬 | 0.2% | +129+3.4% | 加碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 9,752 | $135.3 萬 | 0.2% | +8,787+910.6% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 29,138 | $114.2 萬 | 0.2% | −28,791−49.7% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 12,418 | $107.1 萬 | 0.2% | −3,595−22.5% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 9,787 | $104.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $100.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $93.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 16,826 | $79.1 萬 | 0.1% | −31,683−65.3% | 減碼 | 歷史 |
| DCIDonaldson Co Inc | Stock | 8,576 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $65.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 37,576 | $60.3 萬 | 0.1% | +15,536+70.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,695 | $59.8 萬 | 0.1% | +800+89.4% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $58.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,768 | $56.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,935 | $50.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 988 | $48.7 萬 | 0.1% | +988 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,041 | $47.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,642 | $45.9 萬 | 0.1% | +1,642 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,035 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 5,871 | $43.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,134 | $41.2 萬 | 0.1% | +4,459+95.4% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 9,244 | $39.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALVAutoliv Inc | COM | 2,924 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,288 | $31.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（13 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 11,130 | $243.3 萬 | 0.3% | 歷史 |
| PFEPfizer Inc | Stock | 68,408 | $165.8 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 16,401 | $143.0 萬 | 0.2% | 歷史 |
| ANSSAnsys Inc | COM | 2,907 | $102.1 萬 | 0.1% | 歷史 |
| UNFIUnited Natural Foods Inc | COM | 28,736 | $67.0 萬 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 13,560 | $53.8 萬 | 0.1% | 歷史 |
| OCOwens Corning | Stock | 3,803 | $52.3 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,214 | $50.1 萬 | 0.1% | 歷史 |
| DXCMDexcom Inc | COM | 4,844 | $42.3 萬 | 0.1% | 歷史 |
| BCCBoise Cascade Co | COM | 4,042 | $35.1 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,902 | $32.8 萬 | <0.1% | 歷史 |
| NOVTNovanta Inc | COM | 2,261 | $29.2 萬 | <0.1% | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $22.8 萬 | <0.1% | 歷史 |