Robecosam Ag Buys Maxim Integrated Products Inc, Monolithic Power Systems Inc, Aptiv PLC, Sells WGL Holdings Inc, Microsemi Corp, Danaher Corp

• New Purchases: MXIM, APTV, NVDA, QCOM, CY, VC, TXN, GNTX, ZBRA, RE,
• Added Positions: MPWR, ON, QRVO, CREE, ADI, XLNX, INTC, SEDG, ALB, ITRI,
• Reduced Positions: DHR, MCHP, FLS, WAT, PKI, AOS, PNR, IPGP, XYL, ANSS,
• Sold Out: WGL, MSCC, BGC, SRE, VICR, SSNI, TKR, THS, LPT, IPG,

For the details of ROBECOSAM AG's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=ROBECOSAM+AG

1. Thermo Fisher Scientific Inc (TMO) - 474,477 shares, 4.54% of the total portfolio. Shares reduced by 2.62%
2. ON Semiconductor Corp (ON) - 2,746,500 shares, 3.11% of the total portfolio. Shares added by 157.89%
3. Monolithic Power Systems Inc (MPWR) - 560,000 shares, 3% of the total portfolio. Shares added by 460.00%
4. Maxim Integrated Products Inc (MXIM) - 1,040,000 shares, 2.9% of the total portfolio. New Position
5. Xilinx Inc (XLNX) - 835,000 shares, 2.79% of the total portfolio. Shares added by 98.81%

Robecosam Ag initiated holding in Maxim Integrated Products Inc. The purchase prices were between $52.97 and $66.27, with an estimated average price of $59.26. The stock is now traded at around $58.01. The impact to a portfolio due to this purchase was 2.9%. The holding were 1,040,000 shares as of 2018-03-31.

Robecosam Ag initiated holding in Aptiv PLC. The purchase prices were between $81.21 and $96.02, with an estimated average price of $90.76. The stock is now traded at around $96.21. The impact to a portfolio due to this purchase was 2.28%. The holding were 580,000 shares as of 2018-03-31.

Robecosam Ag initiated holding in NVIDIA Corp. The purchase prices were between $199.35 and $250.48, with an estimated average price of $234.98. The stock is now traded at around $247.04. The impact to a portfolio due to this purchase was 2.15%. The holding were 200,000 shares as of 2018-03-31.

Robecosam Ag initiated holding in Qualcomm Inc. The purchase prices were between $53.66 and $68.67, with an estimated average price of $63.72. The stock is now traded at around $56.62. The impact to a portfolio due to this purchase was 1.9%. The holding were 740,000 shares as of 2018-03-31.

Robecosam Ag initiated holding in Cypress Semiconductor Corp. The purchase prices were between $15.25 and $18.62, with an estimated average price of $17.14. The stock is now traded at around $16.28. The impact to a portfolio due to this purchase was 1.85%. The holding were 2,350,000 shares as of 2018-03-31.

Robecosam Ag initiated holding in Texas Instruments Inc. The purchase prices were between $97.66 and $119.89, with an estimated average price of $108.28. The stock is now traded at around $110.72. The impact to a portfolio due to this purchase was 1.28%. The holding were 265,000 shares as of 2018-03-31.

Robecosam Ag added to a holding in Monolithic Power Systems Inc by 460.00%. The purchase prices were between $103.82 and $125.51, with an estimated average price of $118.53. The stock is now traded at around $127.07. The impact to a portfolio due to this purchase was 2.46%. The holding were 560,000 shares as of 2018-03-31.

Robecosam Ag added to a holding in ON Semiconductor Corp by 157.89%. The purchase prices were between $20.81 and $26.8, with an estimated average price of $24.12. The stock is now traded at around $23.58. The impact to a portfolio due to this purchase was 1.9%. The holding were 2,746,500 shares as of 2018-03-31.

Robecosam Ag added to a holding in Qorvo Inc by 201.89%. The purchase prices were between $66.06 and $86.39, with an estimated average price of $75.18. The stock is now traded at around $80.55. The impact to a portfolio due to this purchase was 1.75%. The holding were 800,000 shares as of 2018-03-31.

Robecosam Ag added to a holding in Cree Inc by 172.38%. The purchase prices were between $32 and $43.21, with an estimated average price of $37.68. The stock is now traded at around $43.87. The impact to a portfolio due to this purchase was 1.66%. The holding were 1,406,300 shares as of 2018-03-31.

Robecosam Ag added to a holding in Analog Devices Inc by 194.12%. The purchase prices were between $82.68 and $97.24, with an estimated average price of $91.05. The stock is now traded at around $93.95. The impact to a portfolio due to this purchase was 1.39%. The holding were 500,000 shares as of 2018-03-31.

Robecosam Ag added to a holding in Xilinx Inc by 98.81%. The purchase prices were between $62.82 and $77.07, with an estimated average price of $72.06. The stock is now traded at around $70.42. The impact to a portfolio due to this purchase was 1.39%. The holding were 835,000 shares as of 2018-03-31.

Robecosam Ag sold out a holding in WGL Holdings Inc. The sale prices were between $81.22 and $86.45, with an estimated average price of $84.03.

Robecosam Ag sold out a holding in Microsemi Corp. The sale prices were between $53.17 and $67.44, with an estimated average price of $61.77.

Robecosam Ag sold out a holding in General Cable Corp. The sale prices were between $29.4 and $29.9, with an estimated average price of $29.64.

Robecosam Ag sold out a holding in Sempra Energy. The sale prices were between $103.36 and $113.02, with an estimated average price of $107.89.

Robecosam Ag sold out a holding in Vicor Corp. The sale prices were between $17 and $28.55, with an estimated average price of $21.48.

Robecosam Ag sold out a holding in Silver Spring Networks Inc. The sale prices were between $16.24 and $16.25, with an estimated average price of $16.25.