Robeco Schweiz AG Q1 2017 Filing

Filed May 10, 2017

Portfolio Value

$1.2T

Holdings

186

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
1
TMOTHERMO FISHER SCIENTIFIC INC
351,271$54.1B4.61%
2
DHRDANAHER CORP DEL
562,950$48.3B4.11%
3
XYLXYLEM INC
784,373$39.1B3.34%
4
WATWATERS CORP
212,237$33.2B2.83%
5
AG8AGILENT TECHNOLOGIES INC
534,338$28.5B2.43%
6
WMWASTE MGMT INC DEL
355,829$26.0B2.21%
7
ROKROCKWELL AUTOMATION INC
160,513$24.9B2.13%
8
AOSSMITH A O
425,778$21.8B1.86%
9
IPGPIPG PHOTONICS CORP
176,900$21.2B1.81%
10
PTCPTC INC
397,000$20.8B1.78%
11
RSGREPUBLIC SVCS INC
322,163$20.2B1.73%
12
FMCF M C CORP
318,099$19.6B1.67%
13
AKXANSYS INC
175,855$18.8B1.60%
14
HXLHEXCEL CORP NEW
335,000$18.2B1.56%
15
VMIVALMONT INDS INC
118,222$18.2B1.55%
16
PNRPENTAIR PLC
278,921$17.5B1.50%
17
ALBALBEMARLE CORP
165,000$17.3B1.48%
18
FBINFORTUNE BRANDS HOME & SEC IN
262,887$16.0B1.37%
19
CITCINTAS CORP
126,057$16.0B1.36%
20
SLABSILICON LABORATORIES INC
210,000$15.4B1.32%
21
XLNXEURXILINX INC
260,000$15.0B1.28%
22
PHPARKER HANNIFIN CORP
92,368$14.8B1.26%
23
MASMASCO CORP
411,638$13.9B1.19%
24
IEXIDEX CORP
142,978$13.3B1.13%
25
UNHUNITEDHEALTH GROUP INC
79,903$13.2B1.12%
26
GLWCORNING INC
475,000$13.1B1.12%
27
PWIPOWER INTEGRATIONS INC
195,000$12.7B1.08%
28
MTDMETTLER TOLEDO INTERNATIONAL
25,450$12.2B1.04%
29
AWCAMERICAN WTR WKS CO INC NEW
157,211$12.1B1.03%
30
CERNCHFCERNER CORP
202,741$12.0B1.02%
31
MPWRMONOLITHIC PWR SYS INC
125,000$11.5B0.98%
32
MSFTMICROSOFT CORP
170,475$11.2B0.96%
33
ARNCCHFARCONIC INC
420,000$11.2B0.95%
34
MICROSEMI CORP
210,000$10.8B0.92%
35
PKNPERKINELMER INC
181,582$10.5B0.90%
36
MCHPMICROCHIP TECHNOLOGY INC
140,000$10.3B0.88%
37
CSCOCISCO SYS INC
304,474$10.3B0.88%
38
GILDGILEAD SCIENCES INC
147,013$9.9B0.85%
39
KALUKAISER ALUMINUM CORP
125,000$9.9B0.84%
40
BSXBOSTON SCIENTIFIC CORP
401,177$9.8B0.84%
41
QRVOQORVO INC
140,000$9.7B0.82%
42
WOOFOOT LOCKER INC
125,372$9.4B0.81%
43
CVSCVS HEALTH CORP
118,978$9.4B0.80%
44
DFSEURDISCOVER FINL SVCS
133,652$9.2B0.78%
45
DU PONT E I DE NEMOURS & CO
109,576$8.9B0.76%
46
ITRIITRON INC
145,000$8.8B0.75%
47
PXGBXPRAXAIR INC
73,987$8.8B0.75%
48
TTEKTETRA TECH INC NEW
216,400$8.8B0.75%
49
PNCPNC FINL SVCS GROUP INC
71,553$8.7B0.74%
50
APDAIR PRODS & CHEMS INC
63,500$8.6B0.73%
51
MMM3M CO
43,500$8.3B0.71%
52
TRMBTRIMBLE INC
257,239$8.3B0.71%
53
MAMASTERCARD INCORPORATED
72,250$8.1B0.69%
54
PEPPEPSICO INC
70,054$7.9B0.67%
55
FLSFLOWSERVE CORP
159,706$7.7B0.65%
56
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
126,250$7.5B0.64%
57
AWMSKYWORKS SOLUTIONS INC
75,000$7.4B0.63%
58
CREE INC
270,000$7.4B0.63%
59
CSTMCONSTELLIUM NV
1,100,000$7.3B0.62%
60
AAPLAPPLE INC
50,320$7.2B0.62%
61
SILVER SPRING NETWORKS INC
600,000$6.8B0.58%
62
FRCBFIRST REP BK SAN FRANCISCO C
70,393$6.7B0.57%
63
WGL HLDGS INC
80,000$6.6B0.56%
64
CR1USDCRANE CO
85,741$6.4B0.54%
65
AQMSEURAQUA METALS INC
321,100$6.2B0.53%
66
CALGON CARBON CORP
430,959$6.2B0.53%
67
WHOLE FOODS MKT INC
204,650$6.0B0.51%
68
MDTMEDTRONIC PLC
73,874$6.0B0.51%
69
NJRNEW JERSEY RES
150,000$5.9B0.51%
70
AXPAMERICAN EXPRESS CO
71,963$5.7B0.49%
71
GISGENERAL MLS INC
95,721$5.7B0.48%
72
NORTHWEST NAT GAS CO
95,000$5.6B0.48%
73
DEDEERE & CO
50,968$5.6B0.47%
74
SWKSTANLEY BLACK & DECKER INC
41,344$5.5B0.47%
75
GOOGLALPHABET INC
6,453$5.5B0.47%
76
SEDGSOLAREDGE TECHNOLOGIES INC
350,000$5.4B0.46%
77
IFFINTERNATIONAL FLAVORS&FRAGRA
38,124$5.0B0.43%
78
LUXFER HLDGS PLC
410,000$5.0B0.42%
79
MTRNMATERION CORP
150,000$4.9B0.42%
80
LBEURL BRANDS INC
101,778$4.8B0.41%
81
KELKELLOGG CO
64,870$4.7B0.40%
82
CPBCAMPBELL SOUP CO
81,994$4.7B0.40%
83
SJIEURSOUTH JERSEY INDS INC
130,000$4.6B0.39%
84
MRKMERCK & CO INC
72,072$4.6B0.39%
85
SRESEMPRA ENERGY
40,000$4.4B0.38%
86
AGREURAVANGRID INC
100,000$4.3B0.36%
87
UGIUGI CORP NEW
85,000$4.2B0.36%
88
AONAON PLC
34,450$4.1B0.35%
89
NKENIKE INC
72,760$4.1B0.35%
90
DEAN FOODS CO NEW
207,612$4.1B0.35%
91
INGRINGREDION INC
33,236$4.0B0.34%
92
SQMSOCIEDAD QUIMICA MINERA DE C
116,500$4.0B0.34%
93
ELLAUDER ESTEE COS INC
46,012$3.9B0.33%
94
AQUA AMERICA INC
122,180$3.9B0.33%
95
KRKROGER CO
131,152$3.8B0.33%
96
NLSUSDNAUTILUS INC
205,797$3.7B0.31%
97
OXYOCCIDENTAL PETE CORP DEL
56,390$3.6B0.31%
98
VFCV F CORP
62,044$3.4B0.29%
99
ADMARCHER DANIELS MIDLAND CO
71,519$3.3B0.28%
100
DGDOLLAR GEN CORP NEW
44,713$3.2B0.27%
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