Instuitional Investor - Robecosam Ag

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	A R M Holdings Plc	ARMH	777,229	$225,132,152	4.06%
2.	Nvent Electric Plc	NVT	1,399,162	$224,383,610	4.04%
3.	Marvell Technology Inc.	MRVL	834,248	$220,416,664	3.97%
4.	Quanta Services Inc.	PWR	326,135	$209,544,999	3.78%
5.	Analog Devices Inc	ADI	499,100	$197,997,962	3.57%