So sánh danh mục
Robeco Institutional Asset Management B.V.
Q1 2026 ⇄ Q2 2026
+57Đã thêm
−63Đã loại bỏ
200Đã điều chỉnh kích thước
56Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| NET CLOUDFLARE INC | 4.35K | 145.61K | +3248.9% |
| BE BLOOM ENERGY CORP | 3.67K | 102.56K | +2697.7% |
| BKNG BOOKING HOLDINGS INC | 54.03K | 1.14M | +2009.0% |
| IRM IRON MTN INC DEL | 14.60K | 297.90K | +1940.0% |
| BRX BRIXMOR PPTY GROUP INC | 21.98K | 427.65K | +1845.7% |
| IEX IDEX CORP | 3.08K | 58.94K | +1812.4% |
| TXN TEXAS INSTRS INC | 44.35K | 646.37K | +1357.6% |
| NXPI NXP SEMICONDUCTORS N V | 17.86K | 191.42K | +971.7% |
| KLAC KLA CORP | 303.51K | 2.68M | +783.3% |
| DDOG DATADOG INC | 77.23K | 629.29K | +714.9% |
| SUI SUN CMNTYS INC | 6.09K | 48.12K | +689.6% |
| PHI PLDT INC | 11.09K | 75.55K | +581.6% |
| CDE COEUR MNG INC | 69.23K | 429.88K | +521.0% |
| LITE LUMENTUM HLDGS INC | 8.75K | 53.07K | +506.7% |
| AUGO AURA MINERALS INC | 8.81K | 52.80K | +499.4% |
| HSY HERSHEY CO | 53.59K | 317.30K | +492.1% |
| DELL DELL TECHNOLOGIES INC | 56.02K | 313.32K | +459.3% |
| GWW WW GRAINGER INC | 6.16K | 30.22K | +390.7% |
| CVNA CARVANA CO | 12.54K | 58.95K | +370.1% |
| CURB CURBLINE PPTYS CORP | 12.52K | 57.51K | +359.4% |
| A AGILENT TECHNOLOGIES INC | 64.50K | 294.27K | +356.2% |
| ILMN ILLUMINA INC | 68.94K | 307.79K | +346.5% |
| OXY OCCIDENTAL PETE CORP | 128.53K | 500.12K | +289.1% |
| CW CURTISS WRIGHT CORP | 13.69K | 52.35K | +282.4% |
| STNE STONECO LTD | 276.45K | 1.04M | +277.7% |
| JBHT HUNT J B TRANS SVCS INC | 36.47K | 136.99K | +275.6% |
| UNH UNITEDHEALTH GROUP INC | 203.54K | 749.17K | +268.1% |
| UGP ULTRAPAR PARTICIPACOES… | 19.23K | 68.81K | +257.7% |
| TER TERADYNE INC | 121.31K | 430.65K | +255.0% |
| XYZ BLOCK INC | 447.04K | 1.56M | +249.1% |
| MPWR MONOLITHIC PWR SYS INC | 13.87K | 47.12K | +239.7% |
| EG EVEREST GROUP LTD | 39.80K | 134.18K | +237.1% |
| KMI KINDER MORGAN INC DEL | 490.46K | 1.64M | +235.0% |
| SBS COMPANHIA DE SANEAMENTO… | 89.36K | 269.17K | +201.2% |
| CMCSA COMCAST CORP NEW | 2.40M | 7.17M | +199.1% |
| JLL JONES LANG LASALLE INC | 10.34K | 28.82K | +178.7% |
| SYY SYSCO CORP | 91.60K | 254.79K | +178.2% |
| ALAB ASTERA LABS INC | 52.03K | 144.16K | +177.1% |
| BDX BECTON DICKINSON & CO | 15.49K | 42.91K | +177.0% |
| SPHR SPHERE ENTERTAINMENT CO | 16.46K | 45.30K | +175.3% |
| EXPD EXPEDITORS INTL WASH INC | 73.34K | 200.41K | +173.2% |
| LVS LAS VEGAS SANDS CORP | 88.11K | 238.28K | +170.4% |
| HLT HILTON WORLDWIDE HLDGS… | 27.83K | 73.45K | +163.9% |
| SNOW SNOWFLAKE INC | 87.95K | 229.67K | +161.1% |
| PAYC PAYCOM SOFTWARE INC | 58.52K | 148.21K | +153.2% |
| MS MORGAN STANLEY | 753.96K | 1.83M | +143.2% |
| GLPI GAMING & LEISURE P | 145.06K | 348.87K | +140.5% |
| COP CONOCOPHILLIPS | 138.02K | 331.64K | +140.3% |
| DOV DOVER CORP | 14.96K | 35.51K | +137.3% |
| PYPL PAYPAL HLDGS INC | 926.22K | 2.19M | +136.6% |
| MKC MCCORMICK & CO INC | 10.80K | 25.39K | +135.1% |
| DHI D R HORTON INC | 44.28K | 102.31K | +131.0% |
| EQIX EQUINIX INC | 49.61K | 112.97K | +127.7% |
| ROST ROSS STORES INC | 535.79K | 1.22M | +127.4% |
| RS RELIANCE INC | 63.38K | 139.03K | +119.4% |
| APD AIR PRODUCTS AND… | 6.37K | 13.93K | +118.7% |
| ATO ATMOS ENERGY CORP | 40.85K | 88.28K | +116.1% |
| TAP MOLSON COORS BEVERAGE CO | 550.83K | 1.19M | +115.4% |
| REG REGENCY CTRS CORP | 464.96K | 996.92K | +114.4% |
| O REALTY INCOME CORP | 5.04K | 10.80K | +114.3% |
| LYV LIVE NATION… | 1.58K | 3.35K | +112.4% |
| AME AMETEK INC | 246.08K | 522.01K | +112.1% |
| CMI CUMMINS INC | 456.12K | 964.67K | +111.5% |
| PCG PG&E CORP | 323.99K | 666.70K | +105.8% |
| IT GARTNER INC | 7.36K | 14.94K | +102.9% |
| P EVERPURE INC | 137.42K | 278.48K | +102.7% |
| BAH BOOZ ALLEN HAMILTON… | 1.99M | 3.83K | -99.8% |
| NRG NRG ENERGY INC | 487.36K | 2.71K | -99.4% |
| DCI DONALDSON INC | 399.52K | 2.60K | -99.3% |
| NVR NVR INC | 10.58K | 125 | -98.8% |
| RDDT REDDIT INC | 233.19K | 463.33K | +98.7% |
| FMX FOMENTO ECONOMICO… | 1.05M | 2.09M | +98.1% |
| HUM HUMANA INC | 94.68K | 2.62K | -97.2% |
| HSTM HEALTHSTREAM INC | 313.36K | 10.29K | -96.7% |
| SJM SMUCKER J M CO | 180.00K | 6.21K | -96.5% |
| VIRT VIRTU FINL INC | 123.35K | 4.26K | -96.5% |
| DINO HF SINCLAIR CORP | 5.12K | 10.05K | +96.3% |
| WY WEYERHAEUSER CO | 560.60K | 29.35K | -94.8% |
| AVB AVALONBAY CMNTYS INC | 74.44K | 143.78K | +93.1% |
| AEO AMERICAN EAGLE… | 254.33K | 18.99K | -92.5% |
| ORI OLD REP INTL CORP | 237.56K | 17.75K | -92.5% |
| AMCR AMCOR PLC | 125.53K | 9.44K | -92.5% |
| SFM SPROUTS FMRS MKT INC | 113.07K | 217.64K | +92.5% |
| KHC KRAFT HEINZ CO | 2.55M | 4.89M | +92.0% |
| HUBS HUBSPOT INC | 168.16K | 322.06K | +91.5% |
| ODFL OLD DOMINION FREIGHT… | 49.54K | 4.59K | -90.7% |
| CHKP CHECK POINT SOFTWARE… | 251.55K | 23.42K | -90.7% |
| IVZ INVESCO LTD | 256.84K | 25.09K | -90.2% |
| PDM PIEDMONT REALTY TRUST… | 534.71K | 53.83K | -89.9% |
| GNRC GENERAC HLDGS INC | 8.17K | 15.28K | +87.1% |
| G GENPACT LIMITED | 64.00K | 118.43K | +85.0% |
| MDT MEDTRONIC PLC | 1.54M | 235.57K | -84.7% |
| MET METLIFE INC | 46.03K | 84.86K | +84.4% |
| CRI CARTERS INC | 158.66K | 24.97K | -84.3% |
| CARG CARGURUS INC | 173.79K | 27.49K | -84.2% |
| TDOC TELADOC HEALTH INC | 163.89K | 27.14K | -83.4% |
| BR BROADRIDGE FINL… | 24.75K | 45.28K | +83.0% |
| ARM ARM HOLDINGS PLC | 570.26K | 100.18K | -82.4% |
| RJF RAYMOND JAMES FINL INC | 143.64K | 27.11K | -81.1% |
| BLKB BLACKBAUD INC | 162.23K | 31.04K | -80.9% |
| CSX CSX CORP | 166.07K | 299.45K | +80.3% |
| MMM 3M CO | 242.66K | 48.08K | -80.2% |
| AIZ ASSURANT INC | 124.24K | 25.73K | -79.3% |
| ETN EATON CORP PLC | 85.66K | 18.53K | -78.4% |
| FFIV F5 INC | 331.66K | 591.09K | +78.2% |
| FHI FEDERATED HERMES INC | 220.74K | 48.40K | -78.1% |
| CLX CLOROX CO DEL | 55.34K | 12.39K | -77.6% |
| ELV ELEVANCE HEALTH INC… | 96.57K | 171.50K | +77.6% |
| ALGN ALIGN TECHNOLOGY INC | 20.20K | 4.57K | -77.4% |
| FTI TECHNIPFMC PLC | 191.06K | 338.11K | +77.0% |
| HON HONEYWELL INTL INC | 36.68K | 8.46K | -76.9% |
| DKNG DRAFTKINGS INC NEW | 29.64K | 52.31K | +76.5% |
| DUK DUKE ENERGY CORP NEW | 144.54K | 254.40K | +76.0% |
| FLEX FLEX LTD | 380.64K | 91.86K | -75.9% |
| IFF INTERNATIONAL… | 280.49K | 68.08K | -75.7% |
| SITC SITE CTRS CORP | 265.63K | 65.90K | -75.2% |
| DV DOUBLEVERIFY HLDGS INC | 199.58K | 349.10K | +74.9% |
| CCL CARNIVAL CORP LTD | 772.76K | 195.90K | -74.6% |
| KO COCA COLA CO | 2.82M | 4.92M | +74.6% |
| ISRG INTUITIVE SURGICAL INC | 122.86K | 214.38K | +74.5% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý