Robeco Schweiz AG Q3 2017 Filing

Filed November 9, 2017

Portfolio Value

$1.3T

Holdings

174

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
TMOTHERMO FISHER SCIENTIFIC INC
498,258$92.9B7.16%
2
WATWATERS CORP
287,789$51.5B3.97%
3
DHRDANAHER CORP DEL
544,347$46.3B3.57%
4
AG8AGILENT TECHNOLOGIES INC
614,706$39.3B3.03%
5
XYLXYLEM INC
571,194$35.7B2.75%
6
PKNPERKINELMER INC
477,167$32.6B2.51%
7
IPGPIPG PHOTONICS CORP
154,360$28.4B2.19%
8
AOSSMITH A O
435,593$25.7B1.98%
9
FMCF M C CORP
284,117$25.0B1.93%
10
PTCPTC INC
422,456$23.7B1.83%
11
XLNXEURXILINX INC
310,000$21.8B1.68%
12
PHPARKER HANNIFIN CORP
119,989$21.1B1.63%
13
WMWASTE MGMT INC DEL
266,177$20.9B1.61%
14
ALBALBEMARLE CORP
156,800$20.7B1.60%
15
WHRWHIRLPOOL CORP
112,916$20.7B1.60%
16
PNRPENTAIR PLC
294,274$19.8B1.52%
17
ROKROCKWELL AUTOMATION INC
108,730$19.3B1.49%
18
AKXANSYS INC
154,976$18.9B1.45%
19
VMIVALMONT INDS INC
118,786$18.8B1.45%
20
HXLHEXCEL CORP NEW
328,200$18.8B1.45%
21
CREE INC
657,000$18.5B1.43%
22
UNHUNITEDHEALTH GROUP INC
86,977$17.1B1.32%
23
ONON SEMICONDUCTOR CORP
833,600$15.3B1.18%
24
MASMASCO CORP
388,831$15.1B1.16%
25
IEXIDEX CORP
122,704$15.0B1.16%
26
GLWCORNING INC
500,000$15.0B1.15%
27
CERNCHFCERNER CORP
203,890$14.4B1.11%
28
PWIPOWER INTEGRATIONS INC
195,000$14.4B1.11%
29
BSXBOSTON SCIENTIFIC CORP
483,901$13.9B1.07%
30
ARNCCHFARCONIC INC
500,000$13.0B1.00%
31
SEDGSOLAREDGE TECHNOLOGIES INC
440,000$12.7B0.98%
32
KALUKAISER ALUMINUM CORP
122,500$12.6B0.97%
33
MSFTMICROSOFT CORP
167,485$12.4B0.95%
34
MAMASTERCARD INCORPORATED
80,446$11.3B0.87%
35
CSTMCONSTELLIUM NV
1,080,000$11.0B0.85%
36
TTEKTETRA TECH INC NEW
238,449$11.0B0.85%
37
CR1USDCRANE CO
136,090$11.0B0.84%
38
MPWRMONOLITHIC PWR SYS INC
100,000$10.6B0.82%
39
GILDGILEAD SCIENCES INC
131,154$10.6B0.82%
40
CVSCVS HEALTH CORP
130,561$10.6B0.82%
41
DFSEURDISCOVER FINL SVCS
160,581$10.3B0.80%
42
CSCOCISCO SYS INC
306,134$10.2B0.79%
43
QRVOQORVO INC
145,000$10.2B0.78%
44
TRMBTRIMBLE INC
256,099$10.1B0.78%
45
MCHPMICROCHIP TECHNOLOGY INC
110,000$9.8B0.76%
46
PNCPNC FINL SVCS GROUP INC
71,056$9.6B0.74%
47
XRAYDENTSPLY SIRONA INC
160,536$9.5B0.73%
48
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
130,231$9.4B0.72%
49
DOWDUPONT INC
130,107$9.0B0.69%
50
WGL HLDGS INC
105,000$8.9B0.68%
51
PXGBXPRAXAIR INC
61,243$8.6B0.67%
52
AWCAMERICAN WTR WKS CO INC NEW
105,021$8.5B0.66%
53
CALMCAL MAINE FOODS INC
204,408$8.3B0.64%
54
MMM3M CO
39,200$8.2B0.63%
55
MMSMAXIMUS INC
119,230$7.7B0.59%
56
APDAIR PRODS & CHEMS INC
50,000$7.6B0.58%
57
ECLECOLAB INC
56,956$7.4B0.57%
58
ELLAUDER ESTEE COS INC
67,194$7.1B0.55%
59
MICROSEMI CORP
140,000$7.1B0.55%
60
FRCBFIRST REP BK SAN FRANCISCO C
64,171$6.7B0.51%
61
SJIEURSOUTH JERSEY INDS INC
190,000$6.6B0.51%
62
AGREURAVANGRID INC
140,000$6.6B0.51%
63
AONAON PLC
44,910$6.6B0.51%
64
AXPAMERICAN EXPRESS CO
73,159$6.6B0.51%
65
PEPPEPSICO INC
58,515$6.5B0.50%
66
NJRNEW JERSEY RES
150,000$6.3B0.49%
67
AAPLAPPLE INC
41,243$6.3B0.49%
68
SQMSOCIEDAD QUIMICA MINERA DE C
114,200$6.3B0.49%
69
MTRNMATERION CORP
147,000$6.3B0.49%
70
SWKSTANLEY BLACK & DECKER INC
41,368$6.2B0.48%
71
SLABSILICON LABORATORIES INC
74,000$6.0B0.46%
72
GOOGLALPHABET INC
5,950$5.7B0.44%
73
AQUA AMERICA INC
172,332$5.7B0.44%
74
MDTMEDTRONIC PLC
72,914$5.7B0.44%
75
LUXFER HLDGS PLC
450,000$5.6B0.43%
76
RSGREPUBLIC SVCS INC
84,300$5.6B0.43%
77
NORTHWEST NAT GAS CO
85,000$5.5B0.43%
78
UGIUGI CORP NEW
115,000$5.4B0.42%
79
CPBCAMPBELL SOUP CO
111,363$5.2B0.40%
80
DEDEERE & CO
41,543$5.1B0.40%
81
AWMSKYWORKS SOLUTIONS INC
50,000$5.1B0.39%
82
LBEURL BRANDS INC
118,200$5.0B0.39%
83
OXYOCCIDENTAL PETE CORP DEL
75,837$4.9B0.38%
84
JT5MUELLER WTR PRODS INC
372,725$4.8B0.37%
85
VFCV F CORP
75,200$4.8B0.37%
86
FLSFLOWSERVE CORP
111,967$4.8B0.37%
87
INTCINTEL CORP
125,400$4.7B0.37%
88
WOOFOOT LOCKER INC
112,203$3.9B0.30%
89
LOWLOWES COS INC
48,993$3.9B0.30%
90
NKENIKE INC
72,760$3.8B0.30%
91
PATTERN ENERGY GROUP INC
147,000$3.7B0.28%
92
SPX FLOW INC
89,834$3.5B0.27%
93
ITRIITRON INC
45,000$3.5B0.27%
94
AQMSEURAQUA METALS INC
470,000$3.4B0.26%
95
ITWILLINOIS TOOL WKS INC
22,531$3.3B0.26%
96
GENERAL CABLE CORP DEL NEW
174,610$3.3B0.26%
97
COLMCOLUMBIA SPORTSWEAR CO
53,832$3.3B0.25%
98
SILVER SPRING NETWORKS INC
200,000$3.2B0.25%
99
DECKDECKERS OUTDOOR CORP
45,970$3.1B0.24%
100
EMREMERSON ELEC CO
45,000$2.8B0.22%
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