VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.7T

Holdings

168

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
BNSBANK NOVA SCOTIA B C COM
36,208$3.2B0.18%
102
VVISA INC COM CL A
13,833$3.0B0.18%
103
XYLXYLEM INC COM
29,238$3.0B0.17%
104
TSLATESLA INC COM
3,516$2.5B0.14%
105
SRESEMPRA ENERGY COM
18,927$2.4B0.14%
106
CP.TOCANADIAN PAC RY LTD COM
5,415$2.4B0.14%
107
TMOTHERMO FISHER SCIENTIFIC INC COM
4,975$2.3B0.13%
108
MCDMCDONALDS CORP COM
10,533$2.3B0.13%
109
ADBEADOBE SYSTEMS INCORPORATED COM
4,347$2.2B0.13%
110
HDHOME DEPOT INC COM
7,879$2.1B0.12%
111
AWCAMERICAN WTR WKS CO INC NEW COM
13,622$2.1B0.12%
112
PGPROCTER AND GAMBLE CO COM
15,004$2.1B0.12%
113
ENBENBRIDGE INC COM
39,872$2.1B0.12%
114
ICEINTERCONTINENTAL EXCHANGE IN COM
17,218$2.0B0.11%
115
NVDANVIDIA CORPORATION COM
3,691$1.9B0.11%
116
CDPCORPORATE OFFICE PPTYS TR SH BEN INT
72,000$1.9B0.11%
117
DISDISNEY WALT CO COM
10,051$1.8B0.11%
118
AEPAMERICAN ELEC PWR CO INC COM
21,333$1.8B0.10%
119
KOCOCA COLA CO COM
31,949$1.8B0.10%
120
ACNACCENTURE PLC IRELAND SHS CLASS A
6,603$1.7B0.10%
121
WMBWILLIAMS COS INC COM
85,555$1.7B0.10%
122
LNGCHENIERE ENERGY INC COM NEW
28,334$1.7B0.10%
123
ABBVABBVIE INC COM
15,556$1.7B0.10%
124
CRMSALESFORCE COM INC COM
7,484$1.7B0.10%
125
LINLINDE PLC SHS
6,238$1.6B0.10%
126
LOWLOWES COS INC COM
10,080$1.6B0.09%
127
AREALEXANDRIA REAL ESTATE EQ IN COM
9,000$1.6B0.09%
128
BMYBRISTOL-MYERS SQUIBB CO COM
25,267$1.6B0.09%
129
LNTALLIANT ENERGY CORP COM
29,508$1.5B0.09%
130
PPLPEMBINA PIPELINE CORP COM
48,096$1.4B0.08%
131
ESEVERSOURCE ENERGY COM
16,375$1.4B0.08%
132
ATOATMOS ENERGY CORP COM
14,107$1.3B0.08%
133
AMGNAMGEN INC COM
5,769$1.3B0.08%
134
INTUINTUIT COM
3,294$1.3B0.07%
135
EAELECTRONIC ARTS INC COM
8,585$1.2B0.07%
136
XELXCEL ENERGY INC COM
17,232$1.1B0.07%
137
NEMNEWMONT CORP COM
19,187$1.1B0.07%
138
ETRENTERGY CORP NEW COM
11,202$1.1B0.06%
139
JCIJOHNSON CTLS INTL PLC SHS
23,991$1.1B0.06%
140
TXNTEXAS INSTRS INC COM
5,965$979.0M0.06%
141
IBMINTERNATIONAL BUSINESS MACHS COM
7,341$924.0M0.05%
142
EIXEDISON INTL COM
10,599$666.0M0.04%
143
CMSCMS ENERGY CORP COM
9,823$599.0M0.03%
144
DDOMINION ENERGY INC COM
7,282$548.0M0.03%
145
SOSOUTHERN CO COM
4,434$272.0M0.02%
146
XOMEXXON MOBIL CORP COM
5,570$230.0M0.01%
147
AERAERCAP HOLDINGS NV SHS
4,600$210.0M0.01%
148
FEFIRSTENERGY CORP COM
6,830$209.0M0.01%
149
COFCAPITAL ONE FINL CORP COM
2,070$205.0M0.01%
150
TRVCCITIGROUP INC COM NEW
3,180$196.0M0.01%
151
CUBICUSTOMERS BANCORP INC COM
5,255$96.0M0.01%
152
DDDUPONT DE NEMOURS INC COM
1,255$89.0M0.01%
153
TPCTUTOR PERINI CORP COM
6,290$81.0M0.00%
154
BUNGE LIMITED COM
1,069$70.0M0.00%
155
BCEBCE INC COM NEW
895$62.0M0.00%
156
VMWEURVMWARE INC CL A COM
320$45.0M0.00%
157
BACBK OF AMERICA CORP COM
1,393$42.0M0.00%
158
AAPLAPPLE INC COM
299$40.0M0.00%
159
STXSEAGATE TECHNOLOGY PLC SHS
619$38.0M0.00%
160
WYWEYERHAEUSER CO MTN BE COM NEW
1,093$37.0M0.00%
161
7HPHP INC COM
1,473$36.0M0.00%
162
TTELUS CORPORATION COM
1,101$35.0M0.00%
163
KELKELLOGG CO COM
505$31.0M0.00%
164
BDXBECTON DICKINSON & CO COM
115$29.0M0.00%
165
HPEHEWLETT PACKARD ENTERPRISE C COM
2,313$27.0M0.00%
166
GMGENERAL MTRS CO COM
598$25.0M0.00%
167
CMICUMMINS INC COM
109$25.0M0.00%
168
PEOEXELON CORP COM
403$17.0M0.00%
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