HoldingsChannel.com
Robecosam AG Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ON SEMICONDUCTOR CORP 6,167,700 +345,300 $122,244
     ON6,167,700+345,300$122,244
II VI INC 2,503,000 -14,000 $118,192
     IIVI2,503,000-14,000$118,192
THERMO FISHER SCIENTIFIC INC 310,877 -24,462 $112,643
     TMO310,877-24,462$112,643
AGILENT TECHNOLOGIES INC 1,261,142 -164,117 $111,447
     A1,261,142-164,117$111,447
XILINX INC 1,076,000 -49,000 $105,868
     XLNX1,076,000-49,000$105,868
MAXIM INTEGRATED PRODS INC 1,659,000 -181,000 $100,552
     MXIM1,659,000-181,000$100,552
POWER INTEGRATIONS INC 659,000 +5,000 $77,848
     POWI659,000+5,000$77,848
MONOLITHIC PWR SYS INC 311,000 +16,000 $73,707
     MPWR311,000+16,000$73,707
QORVO INC 587,500 +482,500 $64,936
     QRVO587,500+482,500$64,936
DANAHER CORPORATION 353,300 -52,482 $62,474
     DHR353,300-52,482$62,474
SKYWORKS SOLUTIONS INC 446,500 +376,500 $57,089
     SWKS446,500+376,500$57,089
ANALOG DEVICES INC 449,000 +37,000 $55,065
     ADI449,000+37,000$55,065
MARVELL TECHNOLOGY GROUP LTD 1,550,000 +500,000 $54,343
     MRVL1,550,000+500,000$54,343
ECOLAB INC 266,324 -159,613 $52,985
     ECL266,324-159,613$52,985
XYLEM INC 764,983 +150,463 $49,693
     XYL764,983+150,463$49,693
LUMENTUM HLDGS INC 610,000 +10,000 $49,672
     LITE610,000+10,000$49,672
PTC INC 620,600 -100,000 $48,276
     PTC620,600-100,000$48,276
MICROSOFT CORP 225,850 -15,910 $45,963
     MSFT225,850-15,910$45,963
PERKINELMER INC 468,400 -110,072 $45,945
     PKI468,400-110,072$45,945
IPG PHOTONICS CORP 280,000 -40,000 $44,909
     IPGP280,000-40,000$44,909
TRIMBLE INC 1,019,599 -6,137 $44,036
     TRMB1,019,599-6,137$44,036
WATERS CORP 211,525 +77,352 $38,159
     WAT211,525+77,352$38,159
METTLER TOLEDO INTERNATIONAL 46,296 -2,047 $37,294
     MTD46,296-2,047$37,294
LATTICE SEMICONDUCTOR CORP 1,300,000 +250,000 $36,907
     LSCC1,300,000+250,000$36,907
AMERICAN WTR WKS CO INC NEW 283,258 +44,940 $36,444
     AWK283,258+44,940$36,444
PENTAIR PLC 938,600 -56,000 $35,657
     PNR938,600-56,000$35,657
REXNORD CORP 1,204,191 +61,531 $35,102
     RXN1,204,191+61,531$35,102
NXP SEMICONDUCTORS N V 303,000 -245,000 $34,554
     NXPI303,000-245,000$34,554
SILICON LABORATORIES INC 330,000 -205,000 $33,089
     SLAB330,000-205,000$33,089
PLUG POWER INC 4,010,000 +4,010,000 $32,922
     PLUG4,010,000+4,010,000$32,922
TEXAS INSTRS INC 250,000 -110,000 $31,743
     TXN250,000-110,000$31,743
FORTUNE BRANDS HOME & SEC IN 482,800 +74,600 $30,865
     FBHS482,800+74,600$30,865
QUALCOMM INC 325,000 -18,000 $29,643
     QCOM325,000-18,000$29,643
LINDE PLC 135,500 +39,500 $28,741
     LIN135,500+39,500$28,741
ITRON INC 420,000 +252,591 $27,825
     ITRI420,000+252,591$27,825
AVANGRID INC 637,350 +61,400 $26,756
     AGR637,350+61,400$26,756
UNITEDHEALTH GROUP INC 89,445 -9,789 $26,382
     UNH89,445-9,789$26,382
DOVER CORP 271,600 +113,500 $26,226
     DOV271,600+113,500$26,226
SPX FLOW INC 664,759 -299,341 $24,889
     FLOW664,759-299,341$24,889
COHERENT INC 190,000 -10,000 $24,886
     COHR190,000-10,000$24,886
CORNING INC 930,000 UNCH $24,087
     GLW930,000UNCH$24,087
BOSTON SCIENTIFIC CORP 630,768 -57,744 $22,146
     BSX630,768-57,744$22,146
ROPER TECHNOLOGIES INC 54,354 -14,395 $21,103
     ROP54,354-14,395$21,103
MEDTRONIC PLC 226,420 -23,410 $20,763
     MDT226,420-23,410$20,763
CVS HEALTH CORP 319,298 -46,211 $20,745
     CVS319,298-46,211$20,745
CERNER CORP 297,584 -47,431 $20,399
     CERN297,584-47,431$20,399
CISCO SYS INC 409,750 +1,343 $19,111
     CSCO409,750+1,343$19,111
TE CONNECTIVITY LTD 231,000 -29,600 $18,838
     TEL231,000-29,600$18,838
ALPHABET INC 13,120 +1,510 $18,605
     GOOGL13,120+1,510$18,605
DUPONT DE NEMOURS INC 350,000 UNCH $18,596
     DD350,000UNCH$18,596

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 06/30/2020: $2,784,814
At 03/31/2020: $2,334,718

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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