Mirova US LLC holdings history

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48 is the total number of securities Mirova US LLC has owned. The longest Mirova US LLC has owned a single stock is 16 quarters.

Mirova US LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP16167.23%8.64%10.30%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16166.73%8.01%9.49%Q4 2019Q3 202316
TMO THERMO FISHER SCIENTIF...16166.55%7.90%9.36%Q4 2019Q3 202316
EBAY EBAY INC.16165.50%7.13%9.00%Q4 2019Q3 202316
DHR DANAHER CORPORATION16163.75%6.51%8.75%Q4 2019Q3 202316
ECL ECOLAB INC16165.36%6.42%8.30%Q4 2019Q3 202316
ROP ROPER TECHNOLOGIES INC16165.14%5.71%6.64%Q4 2019Q3 202316
V VISA INC16164.44%5.47%6.78%Q4 2019Q3 202316
ADBE ADOBE SYSTEMS INCORPOR...16164.13%5.36%7.13%Q4 2019Q3 202316
TSM TAIWAN SEMICONDUCTOR M...16163.54%4.62%6.11%Q4 2019Q3 202316
NVDA NVIDIA CORPORATION16160.08%3.62%8.22%Q4 2019Q3 202316
NEE NEXTERA ENERGY INC16162.63%3.46%4.50%Q4 2019Q3 202316
AWK AMERICAN WTR WKS CO IN...16161.90%2.79%5.16%Q4 2019Q3 202316
EL LAUDER ESTEE COS INC16161.66%2.14%2.50%Q4 2019Q3 202316
WTS WATTS WATER TECHNOLOGI...16161.44%1.85%2.11%Q4 2019Q3 202316
ISRG INTUITIVE SURGICAL INC16160.30%1.70%2.16%Q4 2019Q3 202316
XYL XYLEM INC16160.03%1.42%3.40%Q4 2019Q3 202316
BFAM BRIGHT HORIZONS FAM SO...14140.21%1.13%1.89%Q4 2019Q1 202314
SBNY SIGNATURE BK NEW YORK N Y13131.19%2.83%4.56%Q4 2019Q4 202213
BLL BALL CORP13131.43%2.06%2.79%Q3 2020Q3 202313
WM WASTE MGMT INC DEL760.01%0.03%0.10%Q2 2020Q3 202313
LLY LILLY ELI & CO11112.96%4.53%6.33%Q1 2021Q3 202311
ORCL ORACLE CORP991.68%1.81%2.06%Q4 2019Q4 20219
FSLR FIRST SOLAR INC990.06%0.12%0.21%Q3 2021Q3 20239
GOOGL ALPHABET INC884.95%5.61%6.24%Q4 2019Q3 20218
RUN SUNRUN INC880.11%1.15%1.67%Q3 2021Q2 20238
VZ VERIZON COMMUNICATIONS...771.63%2.19%2.95%Q1 2022Q3 20237
ORA ORMAT TECHNOLOGIES INC770.03%0.13%0.27%Q4 2019Q2 20217
GOOG ALPHABET INC770.03%0.06%0.11%Q4 2019Q2 20217
MELI MERCADOLIBRE INC551.82%2.33%3.48%Q4 2021Q4 20225
EW EDWARDS LIFESCIENCES CORP551.02%1.25%1.51%Q3 2022Q3 20235
GILD GILEAD SCIENCES INC441.70%2.42%2.86%Q4 2019Q3 20204
AGCO AGCO CORP441.65%1.90%2.41%Q4 2022Q3 20234
APTV APTIV PLC334.41%4.69%5.17%Q1 2023Q3 20233
SIVB SVB FINANCIAL GROUP330.64%1.55%3.32%Q2 2022Q4 20223
CL COLGATE PALMOLIVE CO110.00%0.00%0.00%Q2 2022Q2 20233
DE DEERE & CO221.12%1.40%1.68%Q3 2022Q4 20222
HXL HEXCEL CORP NEW220.12%0.19%0.26%Q4 2019Q1 20202
AVLR AVALARA INC220.02%0.02%0.03%Q3 2021Q4 20212
ENPH ENPHASE ENERGY INC111.18%1.18%1.18%Q3 2023Q3 20231
IFF INTL FLAVORS FRAGRANCE...110.14%0.14%0.14%Q4 2019Q4 20191
NVO NOVO-NORDISK A/S110.01%0.01%0.01%Q4 2019Q4 20191
TAK TAKEDA PHARMACEUTICAL ...110.00%0.00%0.00%Q4 2019Q4 20191
PUK PRUDENTIAL PLC110.00%0.00%0.00%Q4 2019Q4 20191
UN UNILEVER NV110.00%0.00%0.00%Q4 2019Q4 20191
ACN ACCENTURE PLC IRELAND110.00%0.00%0.00%Q2 2023Q2 20231
SAP SAP SE110.00%0.00%0.00%Q4 2019Q4 20191
ASML ASML HOLDING NV110.00%0.00%0.00%Q4 2019Q4 20191
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The securities at the top of the list , including MICROSOFT CORP, MASTERCARD INCORPORATED, and THERMO FISHER SCIENTIFIC INC, are the highest-conviction holdings of Mirova US LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Mirova US LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Mirova US LLC owns currently or has owned in the past.