The Analysis of Mirova US LLC's Holdings
Currently, Mirova US LLC holds 36 types of securities in its portfolio with a total value $9.9B. In the most recent quarter, they have increased their positions in AVGO (+339.9K shares, valued at $112.2M), HUBB (+143.9K shares, valued at $61.9M), JCI (+12.5K shares, valued at $1.4M); decreased their positions in WTS (-276.5K shares, valued at $77.2M), ECL (-227.9K shares, valued at $62.4M), NVDA (-279.9K shares, valued at $52.2M); initiated new positions in AVGO (+339.9K shares, valued at $112.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION6.4M shares-4.21%2025-09-302025-10-20
MSFT MICROSOFT CORP1.9M shares-4.01%2025-09-302025-10-20 MA MASTERCARD INCORPORATED1.0M shares-3.93%2025-09-302025-10-20 ECL ECOLAB INC1.8M shares-11.10%2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7M shares-3.60%2025-09-302025-10-20 SHOP SHOPIFY INC2.9M shares-4.70%2025-09-302025-10-20 TJX TJX COS INC NEW2.6M shares-3.87%2025-09-302025-10-20 ROP ROPER TECHNOLOGIES INC705.5K shares-3.82%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC1.7M shares-3.66%2025-09-302025-10-20 EBAY EBAY INC.3.7M shares-4.11%2025-09-302025-10-20 WM WASTE MGMT INC DEL1.5M shares-3.67%2025-09-302025-10-20 TMO THERMO FISHER SCIENTIFIC INC660.8K shares-3.82%2025-09-302025-10-20 LLY ELI LILLY & CO380.7K shares-3.69%2025-09-302025-10-20 NEE NEXTERA ENERGY INC3.8M shares-3.91%2025-09-302025-10-20 XYL XYLEM INC1.9M shares-3.37%2025-09-302025-10-20 V VISA INC795.9K shares-3.63%2025-09-302025-10-20 ISRG INTUITIVE SURGICAL INC548.6K shares-3.44%2025-09-302025-10-20 AWK AMERICAN WTR WKS CO INC NEW1.6M shares-3.19%2025-09-302025-10-20 DHR DANAHER CORPORATION1.1M shares-3.63%2025-09-302025-10-20 EW EDWARDS LIFESCIENCES CORP2.8M shares-3.73%2025-09-302025-10-20 HUBB HUBBELL INC485.2K shares42.16%2025-09-302025-10-20 FSLR FIRST SOLAR INC911.9K shares-3.49%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND740.4K shares-4.00%2025-09-302025-10-20 CP CANADIAN PACIFIC KANSAS CITY2.1M shares-4.09%2025-09-302025-10-20 CRM SALESFORCE INC651.6K shares-4.06%2025-09-302025-10-20 WTS WATTS WATER TECHNOLOGIES INC471.8K shares-36.95%2025-09-302025-10-20 BALL BALL CORP2.6M shares-3.67%2025-09-302025-10-20 AGCO AGCO CORP1.2M shares-3.73%2025-09-302025-10-20 VLTO VERALTO CORP1.1M shares-3.74%2025-09-302025-10-20 AVGO BROADCOM INC339.9K sharesnew addition2025-09-302025-10-20 WMS ADVANCED DRAIN SYS INC DEL681.4K shares-3.80%2025-09-302025-10-20 NDAQ NASDAQ INC78.2K shares20.44%2025-09-302025-10-20 ES EVERSOURCE ENERGY57.3K shares-0.83%2025-09-302025-10-20 JCI JOHNSON CTLS INTL PLC37.0K shares50.91%2025-09-302025-10-20 INTU INTUIT4.9K shares50.75%2025-09-302025-10-20 CL COLGATE PALMOLIVE CO28.5K shares50.92%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available