Robeco Schweiz AG Q1 2021 Filing
Filed May 4, 2021
Portfolio Value
$6.5B
Holdings
151
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
ONON SEMICONDUCTOR CORP | $383.3M |
NXPINXP SEMICONDUCTORS N V | $313.1M |
QRVOQORVO INC | $285.0M |
MXIMMAXIM INTEGRATED PRODS INC | $284.2M |
ALBALBEMARLE CORP | $233.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $205.0M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $161.6M |
JCIJOHNSON CTLS INTL PLC | $152.2M |
PTCPTC INC | $132.1M |
AG8AGILENT TECHNOLOGIES INC | $126.7M |
LITELUMENTUM HLDGS INC | $125.5M |
AWMSKYWORKS SOLUTIONS INC | $123.8M |
PKNPERKINELMER INC | $115.5M |
PWIPOWER INTEGRATIONS INC | $110.0M |
MPWRMONOLITHIC PWR SYS INC | $103.0M |
XPEVXPENG INC | $93.5M |
WMWASTE MGMT INC DEL | $92.4M |
IPGPIPG PHOTONICS CORP | $91.8M |
LSCCLATTICE SEMICONDUCTOR CORP | $90.0M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $82.9M |
SQMSOCIEDAD QUIMICA Y MINERA DE | $82.8M |
IPHIINPHI CORP | $80.3M |
LINLINDE PLC | $78.7M |
SLABSILICON LABORATORIES INC | $77.6M |
ECLECOLAB INC | $77.2M |
ITRIITRON INC | $71.8M |
TELTE CONNECTIVITY LTD | $70.2M |
APTVAPTIV PLC | $69.6M |
GLWCORNING INC | $69.6M |
PNRPENTAIR PLC | $67.4M |
DHRDANAHER CORPORATION | $65.0M |
COHREURCOHERENT INC | $62.0M |
DOVDOVER CORP | $61.7M |
AKXANSYS INC | $61.7M |
APGAPI GROUP CORP | $61.3M |
RXNEURREXNORD CORP | $61.2M |
MASMASCO CORP | $58.9M |
ONTOONTO INNOVATION INC | $57.5M |
OLEDUNIVERSAL DISPLAY CORP | $56.8M |
WATWATERS CORP | $56.1M |
VRTVERTIV HOLDINGS CO | $56.0M |
WKHSEURWORKHORSE GROUP INC | $54.7M |
TRMBTRIMBLE INC | $52.7M |
QCOMQUALCOMM INC | $50.4M |
FIXCOMFORT SYS USA INC | $45.5M |
BLDTOPBUILD CORP | $44.0M |
TXNTEXAS INSTRS INC | $43.5M |
AGREURAVANGRID INC | $41.9M |
ADIANALOG DEVICES INC | $40.9M |
OCOWENS CORNING NEW | $39.6M |
—LESLIES INC | $39.5M |
AWCAMERICAN WTR WKS CO INC NEW | $39.2M |
COHRII-VI INC | $38.6M |
CSTMCONSTELLIUM SE | $38.2M |
LKQ1LKQ CORP | $38.1M |
MDTMEDTRONIC PLC | $37.3M |
UGIUGI CORP NEW | $36.9M |
NOMDNOMAD FOODS LTD | $36.0M |
ROKROCKWELL AUTOMATION INC | $35.8M |
KALUKAISER ALUMINUM CORP | $34.3M |
XYLXYLEM INC | $33.6M |
VCVISTEON CORP | $33.5M |
UNHUNITEDHEALTH GROUP INC | $31.1M |
EMEEMCOR GROUP INC | $31.0M |
TERTERADYNE INC | $30.0M |
XLNXEURXILINX INC | $29.2M |
FBINFORTUNE BRANDS HOME & SEC IN | $29.0M |
MSFTMICROSOFT CORP | $28.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $28.3M |
ADSKAUTODESK INC | $27.7M |
AOSSMITH A O CORP | $27.4M |
FSSFEDERAL SIGNAL CORP | $27.1M |
BSXBOSTON SCIENTIFIC CORP | $25.4M |
CVSCVS HEALTH CORP | $25.3M |
ROPROPER TECHNOLOGIES INC | $25.0M |
COLMCOLUMBIA SPORTSWEAR CO | $24.9M |
IEXIDEX CORP | $24.8M |
DECKDECKERS OUTDOOR CORP | $24.8M |
DDDUPONT DE NEMOURS INC | $22.8M |
REZIRESIDEO TECHNOLOGIES INC | $22.6M |
CERNCHFCERNER CORP | $21.1M |
XRAYDENTSPLY SIRONA INC | $20.5M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $20.4M |
JT5MUELLER WTR PRODS INC | $20.1M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $19.8M |
NKENIKE INC | $17.8M |
VFCV F CORP | $17.0M |
MMSMAXIMUS INC | $15.1M |
MAMASTERCARD INCORPORATED | $14.6M |
VMIVALMONT INDS INC | $14.3M |
ACNACCENTURE PLC IRELAND | $14.2M |
LTHM1EURLIVENT CORP | $13.9M |
LXFRLUXFER HOLDINGS PLC | $13.8M |
GOOGLALPHABET INC | $12.8M |
ELLAUDER ESTEE COS INC | $12.7M |
TRVTRAVELERS COMPANIES INC | $12.5M |
MCHPMICROCHIP TECHNOLOGY INC. | $11.7M |
AKAMAKAMAI TECHNOLOGIES INC | $11.0M |
—DESKTOP METAL INC | $10.4M |
—DIRTT ENVIRONMENTAL SOLUTION | $10.2M |
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