13F COMBINATION REPORT
Robeco Schweiz AG
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002500
Total Value
$4.06B
Positions
129
Other Managers
3
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 621,783 | $162.8M | 4.00% |
| 2 | AVANTOR INC | AVTR | 8,288,920 | $134.4M | 3.31% |
| 3 | AGILENT TECHNOLOGIES INC | A | 1,102,715 | $129.0M | 3.17% |
| 4 | XYLEM INC | XYL | 996,226 | $119.0M | 2.93% |
| 5 | PTC INC | PTC | 667,276 | $103.4M | 2.54% |
| 6 | TETRA TECH INC NEW | TTEK | 3,192,116 | $93.4M | 2.30% |
| 7 | CARLISLE COS INC | 142339100 | 270,430 | $92.1M | 2.27% |
| 8 | FERGUSON ENTERPRISES INC | FERG | 566,450 | $90.8M | 2.23% |
| 9 | QUANTA SVCS INC | 74762E102 | 350,496 | $89.1M | 2.19% |
| 10 | CORE & MAIN INC | CNM | 1,817,344 | $87.8M | 2.16% |
| 11 | WASTE MGMT INC DEL | 94106L109 | 360,350 | $83.4M | 2.05% |
| 12 | ARM HOLDINGS PLC | 042068205 | 778,291 | $83.1M | 2.04% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 1,258,265 | $83.1M | 2.04% |
| 14 | VERALTO CORP | VLTO | 838,144 | $81.7M | 2.01% |
| 15 | NVENT ELECTRIC PLC | NVT | 1,532,255 | $80.3M | 1.98% |
| 16 | REGAL REXNORD CORPORATION | RRX | 687,899 | $78.3M | 1.93% |
| 17 | VERTIV HOLDINGS CO | VRT | 1,058,947 | $76.5M | 1.88% |
| 18 | FIRST SOLAR INC | FSLR | 604,011 | $76.4M | 1.88% |
| 19 | ANALOG DEVICES INC | ADI | 364,931 | $73.6M | 1.81% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 136,557 | $68.0M | 1.67% |
| 21 | MONOLITHIC PWR SYS INC | 609839105 | 116,046 | $67.3M | 1.66% |
| 22 | DANAHER CORPORATION | 235851102 | 327,058 | $67.0M | 1.65% |
| 23 | MARVELL TECHNOLOGY INC | MRVL | 1,008,780 | $62.1M | 1.53% |
| 24 | CLEAN HARBORS INC | CLH | 296,656 | $58.5M | 1.44% |
| 25 | BROOKFIELD RENEWABLE CORP | BEPC | 2,048,008 | $57.2M | 1.41% |
| 26 | ECOLAB INC | ECL | 213,886 | $54.2M | 1.33% |
| 27 | PENTAIR PLC | PNR | 616,259 | $53.9M | 1.33% |
| 28 | AMERICAN WTR WKS CO INC NEW | 030420103 | 364,182 | $53.7M | 1.32% |
| 29 | ON SEMICONDUCTOR CORP | ON | 1,299,042 | $52.9M | 1.30% |
| 30 | WATERS CORP | 941848103 | 142,523 | $52.5M | 1.29% |
| 31 | LATTICE SEMICONDUCTOR CORP | LSCC | 978,066 | $51.3M | 1.26% |
| 32 | IDEX CORP | 45167R104 | 277,779 | $50.3M | 1.24% |
| 33 | METTLER TOLEDO INTERNATIONAL | MTD | 39,864 | $47.1M | 1.16% |
| 34 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 1,165,600 | $46.3M | 1.14% |
| 35 | NEXTRACKER INC | NXT | 990,591 | $41.7M | 1.03% |
| 36 | COMFORT SYS USA INC | 199908104 | 129,252 | $41.7M | 1.02% |
| 37 | AECOM | ACM | 433,236 | $40.2M | 0.99% |
| 38 | FORTUNE BRANDS INNOVATIONS I | FBIN | 651,089 | $39.6M | 0.98% |
| 39 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 171,950 | $38.7M | 0.95% |
| 40 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 321,941 | $35.0M | 0.86% |
| 41 | POWER INTEGRATIONS INC | POWI | 674,328 | $34.1M | 0.84% |
| 42 | LUMENTUM HLDGS INC | LITE | 526,816 | $32.8M | 0.81% |
| 43 | GFL ENVIRONMENTAL INC | GFL | 677,378 | $32.7M | 0.81% |
| 44 | API GROUP CORP | APG | 904,190 | $32.3M | 0.80% |
| 45 | ITRON INC | ITRI | 296,545 | $31.1M | 0.76% |
| 46 | ROPER TECHNOLOGIES INC | ROP | 52,338 | $30.9M | 0.76% |
| 47 | TEXAS INSTRS INC | 882508104 | 169,504 | $30.5M | 0.75% |
| 48 | CINTAS CORP | CTAS | 147,884 | $30.4M | 0.75% |
| 49 | JOHNSON CTLS INTL PLC | G51502105 | 375,196 | $30.1M | 0.74% |
| 50 | QUALCOMM INC | QCOM | 192,795 | $29.6M | 0.73% |
| 51 | ALBEMARLE CORP | ALB-PA | 392,810 | $28.3M | 0.70% |
| 52 | NXP SEMICONDUCTORS N V | NXPI | 141,700 | $26.9M | 0.66% |
| 53 | INGERSOLL RAND INC | IR | 324,928 | $26.0M | 0.64% |
| 54 | TESLA INC | TSLA | 99,579 | $25.8M | 0.63% |
| 55 | LINDE PLC | LIN | 55,332 | $25.8M | 0.63% |
| 56 | XPENG INC | XPNGF | 1,159,769 | $24.0M | 0.59% |
| 57 | DOVER CORP | DOV | 133,802 | $23.5M | 0.58% |
| 58 | TERADYNE INC | TER | 265,269 | $21.9M | 0.54% |
| 59 | TE CONNECTIVITY PLC | TEL | 151,160 | $21.4M | 0.53% |
| 60 | EMCOR GROUP INC | EME | 57,197 | $21.1M | 0.52% |
| 61 | AMBARELLA INC | AMBA | 419,120 | $21.1M | 0.52% |
| 62 | SMITH A O CORP | AOS | 316,637 | $20.7M | 0.51% |
| 63 | FEDERAL SIGNAL CORP | FSS | 278,848 | $20.5M | 0.50% |
| 64 | REPUBLIC SVCS INC | 760759100 | 81,377 | $19.7M | 0.48% |
| 65 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 781,752 | $19.4M | 0.48% |
| 66 | VALMONT INDS INC | 920253101 | 67,125 | $19.2M | 0.47% |
| 67 | AMER STATES WTR CO | 029899101 | 243,367 | $19.1M | 0.47% |
| 68 | SENSIENT TECHNOLOGIES CORP | SXT | 235,372 | $17.5M | 0.43% |
| 69 | ONTO INNOVATION INC | ONTO | 131,910 | $16.0M | 0.39% |
| 70 | MASCO CORP | MAS | 210,434 | $14.6M | 0.36% |
| 71 | WATTS WATER TECHNOLOGIES INC | WTS | 70,793 | $14.4M | 0.36% |
| 72 | STMICROELECTRONICS N V | STMEF | 656,150 | $14.4M | 0.35% |
| 73 | ICF INTL INC | 44925C103 | 169,326 | $14.4M | 0.35% |
| 74 | MEDTRONIC PLC | MDT | 154,543 | $13.9M | 0.34% |
| 75 | NVIDIA CORPORATION | NVDA | 126,300 | $13.7M | 0.34% |
| 76 | CAVCO INDS INC DEL | 149568107 | 25,300 | $13.1M | 0.32% |
| 77 | LINDSAY CORP | LNN | 103,436 | $13.1M | 0.32% |
| 78 | ALCON AG | ALC | 133,242 | $12.6M | 0.31% |
| 79 | BENTLEY SYS INC | BSY | 306,706 | $12.1M | 0.30% |
| 80 | UNITEDHEALTH GROUP INC | UNH | 22,971 | $12.0M | 0.30% |
| 81 | INVITATION HOMES INC | INVH | 344,000 | $12.0M | 0.29% |
| 82 | CECO ENVIRONMENTAL CORP | CECO | 518,253 | $11.8M | 0.29% |
| 83 | SPROUTS FMRS MKT INC | 85208M102 | 75,686 | $11.6M | 0.28% |
| 84 | KEYSIGHT TECHNOLOGIES INC | KEYS | 77,000 | $11.5M | 0.28% |
| 85 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 129,631 | $11.3M | 0.28% |
| 86 | SILGAN HLDGS INC | SLGN | 217,187 | $11.1M | 0.27% |
| 87 | BELLRING BRANDS INC | BRBR | 141,908 | $10.6M | 0.26% |
| 88 | BOSTON SCIENTIFIC CORP | BSX | 102,769 | $10.4M | 0.26% |
| 89 | CORNING INC | GLW | 225,500 | $10.3M | 0.25% |
| 90 | RESIDEO TECHNOLOGIES INC | REZI | 576,021 | $10.2M | 0.25% |
| 91 | ENERGY RECOVERY INC | ERII | 612,689 | $9.7M | 0.24% |
| 92 | ILLINOIS TOOL WKS INC | 452308109 | 38,000 | $9.4M | 0.23% |
| 93 | CVS HEALTH CORP | CVS | 128,020 | $8.7M | 0.21% |
| 94 | NOMAD FOODS LTD | NOMD | 433,484 | $8.5M | 0.21% |
| 95 | DELL TECHNOLOGIES INC | DELL | 91,000 | $8.3M | 0.20% |
| 96 | ABBVIE INC | ABBV | 39,047 | $8.2M | 0.20% |
| 97 | OWENS CORNING NEW | OC | 54,382 | $7.8M | 0.19% |
| 98 | MAXIMUS INC | MMS | 109,411 | $7.5M | 0.18% |
| 99 | SNOWFLAKE INC | SNOW | 48,000 | $7.0M | 0.17% |
| 100 | CYBERARK SOFTWARE LTD | M2682V108 | 20,000 | $6.8M | 0.17% |
| 101 | BADGER METER INC | BMI | 35,327 | $6.7M | 0.17% |
| 102 | PONY AI INC | PYAIF | 747,000 | $6.6M | 0.16% |
| 103 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 84,309 | $6.5M | 0.16% |
| 104 | EMERSON ELEC CO | EMR | 52,825 | $5.8M | 0.14% |
| 105 | CADENCE DESIGN SYSTEM INC | CDNS | 21,100 | $5.4M | 0.13% |
| 106 | DECKERS OUTDOOR CORP | DECK | 47,220 | $5.3M | 0.13% |
| 107 | SIMPSON MFG INC | 829073105 | 32,000 | $5.0M | 0.12% |
| 108 | BATH & BODY WORKS INC | BBWI | 163,362 | $5.0M | 0.12% |
| 109 | UNIVERSAL DISPLAY CORP | OLED | 33,000 | $4.6M | 0.11% |
| 110 | ICON PLC | ICLR | 26,072 | $4.6M | 0.11% |
| 111 | IPG PHOTONICS CORP | IPGP | 71,994 | $4.5M | 0.11% |
| 112 | PALOMAR HLDGS INC | PLMR | 32,500 | $4.5M | 0.11% |
| 113 | CLOUDFLARE INC | NET | 38,000 | $4.3M | 0.11% |
| 114 | COLGATE PALMOLIVE CO | CL | 40,003 | $3.7M | 0.09% |
| 115 | SMURFIT WESTROCK PLC | SW | 82,300 | $3.7M | 0.09% |
| 116 | HUBBELL INC | HUBB | 10,700 | $3.5M | 0.09% |
| 117 | CELESTICA INC | CLS | 40,000 | $3.2M | 0.08% |
| 118 | PALANTIR TECHNOLOGIES INC | PLTR | 36,100 | $3.0M | 0.07% |
| 119 | EXPONENT INC | EXPO | 30,500 | $2.5M | 0.06% |
| 120 | STERLING INFRASTRUCTURE INC | STRL | 14,000 | $1.6M | 0.04% |
| 121 | ON HLDG AG | H5919C104 | 31,286 | $1.4M | 0.03% |
| 122 | COLUMBIA SPORTSWEAR CO | COLM | 7,256 | $549,207 | 0.01% |
| 123 | GE VERNOVA INC | GEV | 1,700 | $518,976 | 0.01% |
| 124 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 110,000 | $365,200 | 0.01% |
| 125 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 1,251 | $353,483 | 0.01% |
| 126 | ADVANCED MICRO DEVICES INC | AMD | 2,700 | $277,398 | 0.01% |
| 127 | BROADCOM INC | AVGO | 1,500 | $251,145 | 0.01% |
| 128 | AVERY DENNISON CORP | AVY | 1,271 | $226,200 | 0.01% |
| 129 | WILLIAMS SONOMA INC | WSM | 1,416 | $223,870 | 0.01% |