The Analysis of Mirova US LLC's Holdings
Currently, Mirova US LLC holds 43 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in LOW (+981.1K shares, valued at $236.6M), N/A (+589.7K shares, valued at $204.1M), BSX (+1.4M shares, valued at $130.6M); decreased their positions in ROP (-511.7K shares, valued at $227.8M), NVDA (-1.1M shares, valued at $206.4M), MSFT (-264.0K shares, valued at $127.7M); initiated new positions in LOW (+981.1K shares, valued at $236.6M), BSX (+1.4M shares, valued at $130.6M), VRT (+781.9K shares, valued at $126.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION5.3M shares-17.40%2025-12-312026-02-11
MSFT MICROSOFT CORP1.6M shares-14.00%2025-12-312026-02-11 MA MASTERCARD INCORPORATED996.8K shares-3.09%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7M shares-3.02%2025-12-312026-02-11 SHOP SHOPIFY INC2.8M shares-3.35%2025-12-312026-02-11 LLY ELI LILLY & CO384.3K shares0.95%2025-12-312026-02-11 TJX TJX COS INC NEW2.5M shares-3.26%2025-12-312026-02-11 ECL ECOLAB INC1.4M shares-21.22%2025-12-312026-02-11 TMO THERMO FISHER SCIENTIFIC INC641.3K shares-2.96%2025-12-312026-02-11 BROADCOM INC BROADCOM INC929.7K shares173.47%2025-12-312026-02-11 WM WASTE MGMT INC DEL1.4M shares-2.91%2025-12-312026-02-11 EBAY EBAY INC.3.5M shares-3.45%2025-12-312026-02-11 PANW PALO ALTO NETWORKS INC1.7M shares-2.88%2025-12-312026-02-11 ISRG INTUITIVE SURGICAL INC534.1K shares-2.64%2025-12-312026-02-11 NEE NEXTERA ENERGY INC3.7M shares-2.95%2025-12-312026-02-11 V VISA INC772.7K shares-2.92%2025-12-312026-02-11 XYL XYLEM INC1.9M shares-2.69%2025-12-312026-02-11 DHR DANAHER CORPORATION1.1M shares-2.83%2025-12-312026-02-11 LOW LOWES COS INC981.1K sharesnew addition2025-12-312026-02-11 EW EDWARDS LIFESCIENCES CORP2.7M shares-2.94%2025-12-312026-02-11 FSLR FIRST SOLAR INC889.1K shares-2.50%2025-12-312026-02-11 HUBBELL INC HUBBELL INC478.8K shares-1.32%2025-12-312026-02-11 CRM SALESFORCE INC634.6K shares-2.62%2025-12-312026-02-11 BALL BALL CORP2.5M shares-2.15%2025-12-312026-02-11 BSX BOSTON SCIENTIFIC CORP1.4M sharesnew addition2025-12-312026-02-11 WTS WATTS WATER TECHNOLOGIES INC460.4K shares-2.41%2025-12-312026-02-11 VRT VERTIV HOLDINGS CO781.9K sharesnew addition2025-12-312026-02-11 AGCO AGCO CORP1.2M shares-3.47%2025-12-312026-02-11 VLTO VERALTO CORP1.1M shares-2.91%2025-12-312026-02-11 AWK AMERICAN WTR WKS CO INC NEW781.8K shares-51.94%2025-12-312026-02-11 WMS ADVANCED DRAIN SYS INC DEL661.0K shares-2.99%2025-12-312026-02-11 ROP ROPER TECHNOLOGIES INC193.8K shares-72.54%2025-12-312026-02-11 NDAQ NASDAQ INC85.7K shares9.59%2025-12-312026-02-11 ALPHABET INC ALPHABET INC19.4K sharesnew addition2025-12-312026-02-11 JCI JOHNSON CTLS INTL PLC44.0K shares19.07%2025-12-312026-02-11 AAPL APPLE INC15.4K sharesnew addition2025-12-312026-02-11 INTU INTUIT5.8K shares19.05%2025-12-312026-02-11 ES EVERSOURCE ENERGY54.0K shares-5.71%2025-12-312026-02-11 AMZN AMAZON COM INC15.1K sharesnew addition2025-12-312026-02-11 CL COLGATE PALMOLIVE CO33.9K shares19.07%2025-12-312026-02-11 META META PLATFORMS INC3.8K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available