HoldingsChannel.com
Robecosam AG Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AGILENT TECHNOLOGIES INC 1,425,259 +93,526 $103,574
     A1,425,259+93,526$103,574
THERMO FISHER SCIENTIFIC INC 335,339 -61,495 $95,558
     TMO335,339-61,495$95,558
MAXIM INTEGRATED PRODS INC 1,840,000 +225,000 $91,834
     MXIM1,840,000+225,000$91,834
XILINX INC 1,125,000 +368,000 $89,269
     XLNX1,125,000+368,000$89,269
ON SEMICONDUCTOR CORP 5,822,400 +1,695,100 $75,517
     ON5,822,400+1,695,100$75,517
II VI INC 2,517,000 +797,000 $72,943
     IIVI2,517,000+797,000$72,943
ECOLAB INC 425,937 +41,224 $68,746
     ECL425,937+41,224$68,746
POWER INTEGRATIONS INC 654,000 +88,000 $58,409
     POWI654,000+88,000$58,409
DANAHER CORPORATION 405,782 -1,623 $57,142
     DHR405,782-1,623$57,142
MONOLITHIC PWR SYS INC 295,000 +74,000 $48,731
     MPWR295,000+74,000$48,731
NXP SEMICONDUCTORS N V 548,000 -72,000 $46,542
     NXPI548,000-72,000$46,542
SILICON LABORATORIES INC 535,000 +312,000 $45,486
     SLAB535,000+312,000$45,486
LUMENTUM HLDGS INC 600,000 +300,000 $44,454
     LITE600,000+300,000$44,454
PERKINELMER INC 578,472 +93,706 $44,259
     PKI578,472+93,706$44,259
PTC INC 720,600 +360,600 $42,710
     PTC720,600+360,600$42,710
XYLEM INC 614,520 -96,174 $40,706
     XYL614,520-96,174$40,706
MICROSOFT CORP 241,760 +14,930 $38,737
     MSFT241,760+14,930$38,737
ANALOG DEVICES INC 412,000 -194,500 $37,480
     ADI412,000-194,500$37,480
TEXAS INSTRS INC 360,000 +189,500 $36,727
     TXN360,000+189,500$36,727
IPG PHOTONICS CORP 320,000 +50,000 $34,944
     IPGP320,000+50,000$34,944
MASCO CORP 979,000 +29,126 $34,529
     MAS979,000+29,126$34,529
METTLER TOLEDO INTERNATIONAL 48,343 +6,340 $33,134
     MTD48,343+6,340$33,134
TRIMBLE INC 1,025,736 +221,596 $31,829
     TRMB1,025,736+221,596$31,829
AMERICAN WTR WKS CO INC NEW 238,318 +140,541 $30,200
     AWK238,318+140,541$30,200
PENTAIR PLC 994,600 +387,049 $29,470
     PNR994,600+387,049$29,470
FIRST SOLAR INC 750,000 +200,000 $27,045
     FSLR750,000+200,000$27,045
AVANGRID INC 575,950 +100,150 $25,756
     AGR575,950+100,150$25,756
SPX FLOW INC 964,100 +319,790 $25,578
     FLOW964,100+319,790$25,578
REXNORD CORP 1,142,660 +98,160 $25,538
     RXN1,142,660+98,160$25,538
WATERS CORP 134,173 -10,878 $25,243
     WAT134,173-10,878$25,243
UNITEDHEALTH GROUP INC 99,234 +17,087 $24,936
     UNH99,234+17,087$24,936
MARVELL TECHNOLOGY GROUP LTD 1,050,000 -20,000 $23,835
     MRVL1,050,000-20,000$23,835
QUALCOMM INC 343,000 +59,000 $23,677
     QCOM343,000+59,000$23,677
MEDTRONIC PLC 249,830 +111,362 $22,997
     MDT249,830+111,362$22,997
CERNER CORP 345,015 -1,000 $22,164
     CERN345,015-1,000$22,164
ROPER TECHNOLOGIES INC 68,749 +20,202 $21,825
     ROP68,749+20,202$21,825
CVS HEALTH CORP 365,509 +127,122 $21,814
     CVS365,509+127,122$21,814
BOSTON SCIENTIFIC CORP 688,512 +205,199 $21,785
     BSX688,512+205,199$21,785
COHERENT INC 200,000 +50,000 $20,902
     COHR200,000+50,000$20,902
GILEAD SCIENCES INC 271,009 +21,660 $20,578
     GILD271,009+21,660$20,578
CORNING INC 930,000 +80,000 $19,790
     GLW930,000+80,000$19,790
LATTICE SEMICONDUCTOR CORP 1,050,000 +1,050,000 $18,743
     LSCC1,050,000+1,050,000$18,743
FORTUNE BRANDS HOME & SEC IN 408,200 +105,700 $18,169
     FBHS408,200+105,700$18,169
APTIV PLC 347,000 -106,000 $17,322
     APTV347,000-106,000$17,322
COLUMBIA SPORTSWEAR CO 239,592 +102,192 $16,992
     COLM239,592+102,192$16,992
LINDE PLC 96,000 +50,000 $16,973
     LIN96,000+50,000$16,973
TE CONNECTIVITY LTD 260,600 -68,900 $16,605
     TEL260,600-68,900$16,605
CISCO SYS INC 408,407 +50,487 $16,467
     CSCO408,407+50,487$16,467
MASTERCARD INC 59,460 +8,840 $15,058
     MA59,460+8,840$15,058
IDEX CORP 108,900 +244 $14,906
     IEX108,900+244$14,906

See Full List: All Stocks Held By Robecosam AG
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Robecosam AG

Size ($ in 1000's)
At 03/31/2020: $2,334,718
At 12/31/2019: $2,682,209

Combined Holding Report Includes:
ROBECOSAM AG
Robeco Institutional Asset Management B.V.
ORIX CORP
ORIX Corp Europe N.V.
Robeco Institutional Asset Management B.V.

Robecosam AG holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Robecosam AG 13F filings. Link to 13F filings: SEC filings

Robecosam AG Top Holdings 13F Filings | www.HoldingsChannel.com

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