Mirova Us LLC Portfolio Holdings by Sector
Mirova Us LLC
- $9.37 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$1.46 Million
15.54% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$1.34 Million
14.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$894,915
9.55% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP XYL WTS 3 stocks |
$858,592
9.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$553,107
5.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM INTU 3 stocks |
$536,653
5.72% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$509,541
5.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$347,300
3.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$333,318
3.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$308,723
3.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$308,113
3.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$285,399
3.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE ES 2 stocks |
$280,744
2.99% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$233,729
2.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$230,514
2.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$229,256
2.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$156,423
1.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$149,708
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$139,385
1.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
AGCO 1 stocks |
$129,286
1.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS JCI 2 stocks |
$83,945
0.9% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ 1 stocks |
$5,803
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1,716
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|