HoldingsChannel.com
Robecosam AG Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
THERMO FISHER SCIENTIFIC INC 348,372 -13,786 $100,122
     TMO348,372-13,786$100,122
AGILENT TECHNOLOGIES INC 1,245,486 -54,247 $95,143
     A1,245,486-54,247$95,143
CYPRESS SEMICONDUCTOR CORP 3,600,000 +295,000 $83,556
     CY3,600,000+295,000$83,556
MAXIM INTEGRATED PRODS INC 1,454,000 -228,000 $83,198
     MXIM1,454,000-228,000$83,198
ON SEMICONDUCTOR CORP 3,488,700 -607,300 $65,169
     ON3,488,700-607,300$65,169
ECOLAB INC 328,788 -41,022 $65,031
     ECL328,788-41,022$65,031
APTIV PLC 587,000 -267,000 $50,999
     APTV587,000-267,000$50,999
ANALOG DEVICES INC 459,000 +55,000 $50,967
     ADI459,000+55,000$50,967
SKYWORKS SOLUTIONS INC 651,000 +651,000 $50,433
     SWKS651,000+651,000$50,433
POWER INTEGRATIONS INC 516,000 +29,000 $46,713
     POWI516,000+29,000$46,713
II VI INC 1,264,000 +156,000 $45,896
     IIVI1,264,000+156,000$45,896
TE CONNECTIVITY LTD 489,345 -63,693 $45,367
     TEL489,345-63,693$45,367
DANAHER CORPORATION 315,440 -12,560 $44,654
     DHR315,440-12,560$44,654
NXP SEMICONDUCTORS N V 414,500 -21,000 $44,157
     NXPI414,500-21,000$44,157
PERKINELMER INC 503,341 +312,857 $42,865
     PKI503,341+312,857$42,865
XYLEM INC 490,193 +15,640 $39,279
     XYL490,193+15,640$39,279
WATERS CORP 165,801 -69,722 $36,896
     WAT165,801-69,722$36,896
FORTUNE BRANDS HOME & SEC IN 636,300 +95,100 $34,666
     FBHS636,300+95,100$34,666
MICROSOFT CORP 230,399 +235 $31,733
     MSFT230,399+235$31,733
QUALCOMM INC 404,000 -333,500 $30,959
     QCOM404,000-333,500$30,959
IPG PHOTONICS CORP 232,800 +7,000 $30,923
     IPGP232,800+7,000$30,923
VISTEON CORP 381,000 -110,500 $30,876
     VC381,000-110,500$30,876
SPX FLOW INC 766,910 +136,310 $30,615
     FLOW766,910+136,310$30,615
HEXCEL CORP NEW 372,000 UNCH $30,099
     HXL372,000UNCH$30,099
TRIMBLE INC 734,140 -33,194 $28,059
     TRMB734,140-33,194$28,059
QORVO INC 382,000 +343,000 $27,974
     QRVO382,000+343,000$27,974
REXNORD CORP NEW 1,035,300 +13,000 $27,787
     RXN1,035,300+13,000$27,787
ANSYS INC 125,156 -1,617 $27,170
     ANSS125,156-1,617$27,170
PENTAIR PLC 715,261 -46,739 $26,937
     PNR715,261-46,739$26,937
METTLER TOLEDO INTERNATIONAL 35,404 +20,149 $24,757
     MTD35,404+20,149$24,757
AVANGRID INC 465,000 +31,200 $24,292
     AGR465,000+31,200$24,292
ALBEMARLE CORP 352,000 +12,000 $23,985
     ALB352,000+12,000$23,985
SILICON LABORATORIES INC 215,000 -25,000 $23,728
     SLAB215,000-25,000$23,728
CERNER CORP 346,483 +2,586 $23,689
     CERN346,483+2,586$23,689
XILINX INC 242,000 -182,000 $23,220
     XLNX242,000-182,000$23,220
CORNING INC 800,000 UNCH $22,704
     GLW800,000UNCH$22,704
VALMONT INDS INC 161,473 -25,627 $22,353
     VMI161,473-25,627$22,353
UGI CORP NEW 440,000 +70,000 $22,198
     UGI440,000+70,000$22,198
DENTSPLY SIRONA INC 412,937 -46,674 $21,836
     XRAY412,937-46,674$21,836
MASCO CORP 512,500 +159,500 $21,361
     MAS512,500+159,500$21,361
PTC INC 310,000 +10,000 $20,891
     PTC310,000+10,000$20,891
MONOLITHIC PWR SYS INC 132,000 -31,000 $20,674
     MPWR132,000-31,000$20,674
COHERENT INC 130,000 +5,000 $19,700
     COHR130,000+5,000$19,700
KAISER ALUMINUM CORP 190,000 +20,000 $18,802
     KALU190,000+20,000$18,802
SMITH A O CORP 392,000 -759,900 $18,683
     AOS392,000-759,900$18,683
MARVELL TECHNOLOGY GROUP LTD 750,000 -220,000 $18,570
     MRVL750,000-220,000$18,570
CONSTELLIUM SE 1,400,000 +200,000 $18,158
     CSTM1,400,000+200,000$18,158
UNITEDHEALTH GROUP INC 83,034 +6,849 $17,874
     UNH83,034+6,849$17,874
ARCONIC INC 670,000 -60,000 $17,494
     ARNC670,000-60,000$17,494
BOSTON SCIENTIFIC CORP 425,845 +155,300 $17,166
     BSX425,845+155,300$17,166

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 09/30/2019: $2,328,676
At 06/30/2019: $2,358,513

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.