Robeco Schweiz AG Q2 2017 Filing

Filed August 15, 2017

Portfolio Value

$1.2T

Holdings

179

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (179 positions)

#StockSharesValue% PortfolioType
1
TMOTHERMO FISHER SCIENTIFIC INC
342,617$59.6B5.00%
2
DHRDANAHER CORP DEL
596,367$50.1B4.20%
3
XYLXYLEM INC
788,971$43.3B3.63%
4
WATWATERS CORP
200,173$36.6B3.07%
5
AG8AGILENT TECHNOLOGIES INC
529,844$31.2B2.61%
6
AOSSMITH A O
463,774$25.9B2.18%
7
WMWASTE MGMT INC DEL
354,268$25.9B2.17%
8
IPGPIPG PHOTONICS CORP
177,850$25.6B2.15%
9
FMCF M C CORP
303,272$22.2B1.87%
10
PNRPENTAIR PLC
334,089$21.9B1.84%
11
PTCPTC INC
385,300$21.4B1.79%
12
RSGREPUBLIC SVCS INC
317,325$20.1B1.68%
13
HXLHEXCEL CORP NEW
328,200$17.2B1.44%
14
ALBALBEMARLE CORP
156,800$16.4B1.38%
15
ROKROCKWELL AUTOMATION INC
103,278$16.4B1.38%
16
IEXIDEX CORP
141,878$15.8B1.33%
17
CITCINTAS CORP
125,188$15.6B1.31%
18
VMIVALMONT INDS INC
104,454$15.4B1.30%
19
XLNXEURXILINX INC
235,000$15.1B1.26%
20
UNHUNITEDHEALTH GROUP INC
78,825$14.6B1.22%
21
PHPARKER HANNIFIN CORP
91,634$14.4B1.21%
22
CR1USDCRANE CO
182,063$14.3B1.20%
23
AKXANSYS INC
118,546$14.3B1.20%
24
GLWCORNING INC
470,000$14.3B1.20%
25
MASMASCO CORP
355,960$13.5B1.13%
26
AWCAMERICAN WTR WKS CO INC NEW
172,725$13.5B1.13%
27
CERNCHFCERNER CORP
201,045$13.3B1.11%
28
MTDMETTLER TOLEDO INTERNATIONAL
21,896$12.8B1.07%
29
CREE INC
504,000$12.5B1.05%
30
BSXBOSTON SCIENTIFIC CORP
442,655$12.3B1.03%
31
PKNPERKINELMER INC
179,572$12.2B1.02%
32
SLABSILICON LABORATORIES INC
174,000$11.9B1.00%
33
ARNCCHFARCONIC INC
500,000$11.4B0.96%
34
MSFTMICROSOFT CORP
162,885$11.2B0.94%
35
PWIPOWER INTEGRATIONS INC
150,000$11.1B0.93%
36
GILDGILEAD SCIENCES INC
156,609$11.1B0.93%
37
FBINFORTUNE BRANDS HOME & SEC IN
169,142$11.0B0.92%
38
KALUKAISER ALUMINUM CORP
122,500$10.7B0.90%
39
QRVOQORVO INC
165,000$10.6B0.89%
40
MAMASTERCARD INCORPORATED
83,149$10.1B0.85%
41
CVSCVS HEALTH CORP
124,112$10.0B0.84%
42
TTEKTETRA TECH INC NEW
213,936$9.8B0.82%
43
TRMBTRIMBLE INC
261,682$9.3B0.78%
44
CSCOCISCO SYS INC
294,760$9.3B0.78%
45
MCHPMICROCHIP TECHNOLOGY INC
115,000$8.9B0.75%
46
DFSEURDISCOVER FINL SVCS
144,038$8.9B0.74%
47
MPWRMONOLITHIC PWR SYS INC
90,000$8.7B0.73%
48
PNCPNC FINL SVCS GROUP INC
69,323$8.7B0.73%
49
ONON SEMICONDUCTOR CORP
609,000$8.7B0.73%
50
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
126,819$8.4B0.70%
51
MMM3M CO
39,200$8.1B0.68%
52
MICROSEMI CORP
170,000$8.0B0.67%
53
PXGBXPRAXAIR INC
59,963$7.9B0.66%
54
CALMCAL MAINE FOODS INC
195,064$7.6B0.64%
55
CSTMCONSTELLIUM NV
1,080,000$7.5B0.63%
56
MMSMAXIMUS INC
119,230$7.5B0.63%
57
DU PONT E I DE NEMOURS & CO
92,510$7.4B0.62%
58
SILVER SPRING NETWORKS INC
660,000$7.4B0.62%
59
WGL HLDGS INC
88,000$7.4B0.62%
60
PEPPEPSICO INC
63,566$7.3B0.61%
61
FLSFLOWSERVE CORP
158,345$7.2B0.61%
62
APDAIR PRODS & CHEMS INC
50,000$7.1B0.59%
63
AAPLAPPLE INC
48,693$7.0B0.59%
64
CALGON CARBON CORP
459,502$7.0B0.58%
65
SEDGSOLAREDGE TECHNOLOGIES INC
330,000$6.7B0.56%
66
MDTMEDTRONIC PLC
73,874$6.6B0.55%
67
FRCBFIRST REP BK SAN FRANCISCO C
64,426$6.5B0.54%
68
WOOFOOT LOCKER INC
123,568$6.0B0.50%
69
AXPAMERICAN EXPRESS CO
71,845$6.0B0.50%
70
GOOGLALPHABET INC
6,375$6.0B0.50%
71
SPX FLOW INC
160,903$5.9B0.50%
72
AONAON PLC
43,574$5.8B0.49%
73
AGREURAVANGRID INC
130,000$5.8B0.48%
74
AQUA AMERICA INC
172,332$5.7B0.48%
75
DEDEERE & CO
46,715$5.7B0.48%
76
SWKSTANLEY BLACK & DECKER INC
39,772$5.6B0.47%
77
MTRNMATERION CORP
147,000$5.5B0.46%
78
AQMSEURAQUA METALS INC
424,000$5.3B0.44%
79
ITRIITRON INC
77,300$5.2B0.44%
80
GISGENERAL MLS INC
89,874$4.9B0.41%
81
LUXFER HLDGS PLC
401,700$4.9B0.41%
82
SJIEURSOUTH JERSEY INDS INC
135,000$4.6B0.39%
83
CPBCAMPBELL SOUP CO
88,084$4.6B0.38%
84
LBEURL BRANDS INC
83,843$4.5B0.38%
85
NORTHWEST NAT GAS CO
75,000$4.5B0.38%
86
ELLAUDER ESTEE COS INC
46,012$4.4B0.37%
87
JT5MUELLER WTR PRODS INC
372,725$4.4B0.37%
88
OXYOCCIDENTAL PETE CORP DEL
72,282$4.3B0.36%
89
NJRNEW JERSEY RES
100,000$4.0B0.33%
90
NLSUSDNAUTILUS INC
205,797$3.9B0.33%
91
NKENIKE INC
72,760$3.9B0.32%
92
KELKELLOGG CO
56,158$3.9B0.32%
93
AWMSKYWORKS SOLUTIONS INC
40,000$3.8B0.32%
94
SQMSOCIEDAD QUIMICA MINERA DE C
114,200$3.8B0.32%
95
UGIUGI CORP NEW
78,000$3.8B0.32%
96
DEAN FOODS CO NEW
207,412$3.6B0.30%
97
INGRINGREDION INC
26,872$3.2B0.26%
98
DECKDECKERS OUTDOOR CORP
45,970$3.1B0.26%
99
SKAASKECHERS U S A INC
100,163$2.9B0.25%
100
ITWILLINOIS TOOL WKS INC
20,623$2.9B0.24%
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