ESGCX holdings — Mirova Global Megatrends Fund
Mirova Global Megatrends Fund (ESGCX) held 53 positions with net assets of $660M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 37.0% of the fund, led by NVDA, TSM, MA.
ESGCX top holdings
- NVDA NVIDIA Corp — 6.84% ($45.1M)
- TSM Taiwan Semiconductor Manufacturing Co Ltd — 4.73% ($31.3M)
- MA Mastercard Inc — 3.71% ($24.5M)
- MSFT Microsoft Corp — 3.49% ($23.1M)
- PANW Palo Alto Networks Inc — 3.43% ($22.7M)
- LLY Eli Lilly & Co — 3.24% ($21.4M)
- Iberdrola SA — 3.23% ($21.3M)
- ASML Holding NV — 3.02% ($19.9M)
- AVGO Broadcom Inc — 2.73% ($18.0M)
- VRT Vertiv Holdings Co — 2.59% ($17.1M)
- EBAY eBay Inc — 2.54% ($16.8M)
- NEE NextEra Energy Inc — 2.44% ($16.1M)
- ECL Ecolab Inc — 2.36% ($15.6M)
- TMO Thermo Fisher Scientific Inc — 2.35% ($15.5M)
- SHOP Shopify Inc — 2.33% ($15.4M)
- HUBB Hubbell Inc — 2.28% ($15.1M)
- WM Waste Management Inc — 2.27% ($15.0M)
- TJX TJX Cos Inc/The — 2.24% ($14.8M)
- Symrise AG — 2.03% ($13.4M)
- EssilorLuxottica SA — 1.92% ($12.6M)
- CP Canadian Pacific Kansas City Ltd — 1.82% ($12.0M)
- EW Edwards Lifesciences Corp — 1.81% ($12.0M)
- Hitachi Ltd — 1.75% ($11.5M)
- Fixed Income Clearing Corp. — 1.65% ($10.9M)
- Adyen NV — 1.60% ($10.6M)
What are ESGCX's top 10 holdings?
NVDA (6.8%), TSM (4.7%), MA (3.7%), MSFT (3.5%), PANW (3.4%), LLY (3.2%), Iberdrola SA (3.2%), ASML Holding NV (3.0%), AVGO (2.7%), VRT (2.6%).
How many stocks are in ESGCX?
Mirova Global Megatrends Fund reported 53 holdings as of June 30, 2026.
Share classes: ESGCX, ESGMX, ESGNX, ESGYX, ETSGX