13F COMBINATION REPORT
Robeco Schweiz AG
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004655
Total Value
$4.33B
Positions
126
Other Managers
3
Confidential Omitted
No
Holdings (126)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 585,235 | $181.2M | 4.18% |
| 2 | AGILENT TECHNOLOGIES INC | A | 1,204,787 | $142.2M | 3.28% |
| 3 | VERTIV HOLDINGS CO | VRT | 1,036,098 | $133.0M | 3.07% |
| 4 | QUANTA SVCS INC | 74762E102 | 333,217 | $126.0M | 2.91% |
| 5 | ARM HOLDINGS PLC | 042068205 | 731,496 | $118.3M | 2.73% |
| 6 | AVANTOR INC | AVTR | 8,727,184 | $117.5M | 2.71% |
| 7 | XYLEM INC | XYL | 880,936 | $114.0M | 2.63% |
| 8 | NVENT ELECTRIC PLC | NVT | 1,463,805 | $107.2M | 2.47% |
| 9 | FIRST SOLAR INC | FSLR | 631,690 | $104.6M | 2.41% |
| 10 | FERGUSON ENTERPRISES INC | FERG | 463,674 | $101.0M | 2.33% |
| 11 | TETRA TECH INC NEW | TTEK | 2,797,934 | $100.6M | 2.32% |
| 12 | CARLISLE COS INC | 142339100 | 257,260 | $96.1M | 2.22% |
| 13 | REGAL REXNORD CORPORATION | RRX | 629,822 | $91.3M | 2.11% |
| 14 | ANALOG DEVICES INC | ADI | 349,855 | $83.3M | 1.92% |
| 15 | PROCORE TECHNOLOGIES INC | PCOR | 1,203,657 | $82.4M | 1.90% |
| 16 | PTC INC | PTC | 476,080 | $82.0M | 1.89% |
| 17 | VERALTO CORP | VLTO | 801,150 | $80.9M | 1.87% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 350,650 | $80.2M | 1.85% |
| 19 | MONOLITHIC PWR SYS INC | 609839105 | 106,743 | $78.1M | 1.80% |
| 20 | ON SEMICONDUCTOR CORP | ON | 1,436,644 | $75.3M | 1.74% |
| 21 | MARVELL TECHNOLOGY INC | MRVL | 960,788 | $74.4M | 1.72% |
| 22 | DANAHER CORPORATION | 235851102 | 332,551 | $65.7M | 1.52% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 161,597 | $65.5M | 1.51% |
| 24 | WATERS CORP | 941848103 | 185,460 | $64.7M | 1.49% |
| 25 | BROOKFIELD RENEWABLE CORP | BEPC | 1,942,946 | $63.7M | 1.47% |
| 26 | CORE & MAIN INC | CNM | 1,044,695 | $63.0M | 1.46% |
| 27 | PENTAIR PLC | PNR | 562,682 | $57.8M | 1.33% |
| 28 | LUMENTUM HLDGS INC | LITE | 575,819 | $54.7M | 1.26% |
| 29 | NEXTRACKER INC | NXT | 942,527 | $51.2M | 1.18% |
| 30 | ECOLAB INC | ECL | 186,680 | $50.3M | 1.16% |
| 31 | COMFORT SYS USA INC | 199908104 | 88,278 | $47.3M | 1.09% |
| 32 | METTLER TOLEDO INTERNATIONAL | MTD | 40,006 | $47.0M | 1.08% |
| 33 | CLEAN HARBORS INC | CLH | 201,545 | $46.6M | 1.08% |
| 34 | API GROUP CORP | APG | 901,190 | $46.0M | 1.06% |
| 35 | LATTICE SEMICONDUCTOR CORP | LSCC | 928,730 | $45.5M | 1.05% |
| 36 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 186,950 | $43.5M | 1.00% |
| 37 | AECOM | ACM | 379,523 | $42.8M | 0.99% |
| 38 | IDEX CORP | 45167R104 | 237,337 | $41.7M | 0.96% |
| 39 | AMERICAN WTR WKS CO INC NEW | 030420103 | 298,823 | $41.6M | 0.96% |
| 40 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 1,107,900 | $39.1M | 0.90% |
| 41 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 332,563 | $38.2M | 0.88% |
| 42 | JOHNSON CTLS INTL PLC | G51502105 | 358,910 | $37.9M | 0.87% |
| 43 | ITRON INC | ITRI | 283,672 | $37.3M | 0.86% |
| 44 | TEXAS INSTRS INC | 882508104 | 174,084 | $36.1M | 0.83% |
| 45 | POWER INTEGRATIONS INC | POWI | 645,060 | $36.1M | 0.83% |
| 46 | INGERSOLL RAND INC | IR | 421,928 | $35.1M | 0.81% |
| 47 | FORTUNE BRANDS INNOVATIONS I | FBIN | 676,296 | $34.8M | 0.80% |
| 48 | NXP SEMICONDUCTORS N V | NXPI | 145,400 | $31.8M | 0.73% |
| 49 | QUALCOMM INC | QCOM | 187,295 | $29.8M | 0.69% |
| 50 | TERADYNE INC | TER | 327,269 | $29.4M | 0.68% |
| 51 | EMCOR GROUP INC | EME | 52,897 | $28.3M | 0.65% |
| 52 | GFL ENVIRONMENTAL INC | GFL | 542,263 | $27.4M | 0.63% |
| 53 | FEDERAL SIGNAL CORP | FSS | 245,538 | $26.1M | 0.60% |
| 54 | TE CONNECTIVITY PLC | TEL | 146,410 | $24.7M | 0.57% |
| 55 | REPUBLIC SVCS INC | 760759100 | 99,130 | $24.4M | 0.56% |
| 56 | ALBEMARLE CORP | ALB-PA | 387,710 | $24.3M | 0.56% |
| 57 | ROPER TECHNOLOGIES INC | ROP | 42,170 | $23.9M | 0.55% |
| 58 | DOVER CORP | DOV | 124,802 | $22.9M | 0.53% |
| 59 | STMICROELECTRONICS N V | STMEF | 680,710 | $20.7M | 0.48% |
| 60 | NVIDIA CORPORATION | NVDA | 129,500 | $20.5M | 0.47% |
| 61 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 782,503 | $20.1M | 0.46% |
| 62 | SENSIENT TECHNOLOGIES CORP | SXT | 197,071 | $19.4M | 0.45% |
| 63 | SMITH A O CORP | AOS | 293,637 | $19.3M | 0.44% |
| 64 | CINTAS CORP | CTAS | 82,446 | $18.4M | 0.42% |
| 65 | AMER STATES WTR CO | 029899101 | 237,367 | $18.2M | 0.42% |
| 66 | VALMONT INDS INC | 920253101 | 54,910 | $17.9M | 0.41% |
| 67 | LINDE PLC | LIN | 36,382 | $17.1M | 0.39% |
| 68 | AMBARELLA INC | AMBA | 253,120 | $16.7M | 0.39% |
| 69 | WATTS WATER TECHNOLOGIES INC | WTS | 67,493 | $16.6M | 0.38% |
| 70 | BENTLEY SYS INC | BSY | 296,706 | $16.0M | 0.37% |
| 71 | TESLA INC | TSLA | 48,720 | $15.5M | 0.36% |
| 72 | ICF INTL INC | 44925C103 | 175,993 | $14.9M | 0.34% |
| 73 | ONTO INNOVATION INC | ONTO | 131,910 | $13.3M | 0.31% |
| 74 | CORNING INC | GLW | 248,500 | $13.1M | 0.30% |
| 75 | DELL TECHNOLOGIES INC | DELL | 105,800 | $13.0M | 0.30% |
| 76 | CECO ENVIRONMENTAL CORP | CECO | 452,223 | $12.8M | 0.30% |
| 77 | KEYSIGHT TECHNOLOGIES INC | KEYS | 77,000 | $12.6M | 0.29% |
| 78 | SPROUTS FMRS MKT INC | 85208M102 | 75,244 | $12.4M | 0.29% |
| 79 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 129,701 | $12.0M | 0.28% |
| 80 | INVITATION HOMES INC | INVH | 360,000 | $11.8M | 0.27% |
| 81 | SILGAN HLDGS INC | SLGN | 217,187 | $11.8M | 0.27% |
| 82 | RESIDEO TECHNOLOGIES INC | REZI | 532,021 | $11.7M | 0.27% |
| 83 | HUDBAY MINERALS INC | HBM | 1,075,000 | $11.4M | 0.26% |
| 84 | COHERENT CORP | COHR | 127,000 | $11.3M | 0.26% |
| 85 | MEDTRONIC PLC | MDT | 124,594 | $10.9M | 0.25% |
| 86 | SNOWFLAKE INC | SNOW | 48,000 | $10.7M | 0.25% |
| 87 | ALCON AG | ALC | 116,001 | $10.2M | 0.24% |
| 88 | CAVCO INDS INC DEL | 149568107 | 22,700 | $9.9M | 0.23% |
| 89 | CELESTICA INC | CLS | 61,500 | $9.6M | 0.22% |
| 90 | ILLINOIS TOOL WKS INC | 452308109 | 38,000 | $9.4M | 0.22% |
| 91 | GODADDY INC | GDDY | 50,700 | $9.1M | 0.21% |
| 92 | BOSTON SCIENTIFIC CORP | BSX | 82,082 | $8.8M | 0.20% |
| 93 | SYNOPSYS INC | SNPS | 16,300 | $8.4M | 0.19% |
| 94 | HESAI GROUP | HSIGF | 380,000 | $8.3M | 0.19% |
| 95 | MUELLER WTR PRODS INC | 624758108 | 343,683 | $8.3M | 0.19% |
| 96 | CYBERARK SOFTWARE LTD | M2682V108 | 20,000 | $8.1M | 0.19% |
| 97 | BELLRING BRANDS INC | BRBR | 132,476 | $7.7M | 0.18% |
| 98 | CLOUDFLARE INC | NET | 38,400 | $7.5M | 0.17% |
| 99 | ENERGY RECOVERY INC | ERII | 562,689 | $7.2M | 0.17% |
| 100 | MAXIMUS INC | MMS | 102,139 | $7.2M | 0.17% |
| 101 | CVS HEALTH CORP | CVS | 102,582 | $7.1M | 0.16% |
| 102 | EMERSON ELEC CO | EMR | 52,825 | $7.0M | 0.16% |
| 103 | SIMPSON MFG INC | 829073105 | 44,000 | $6.8M | 0.16% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 20,125 | $6.3M | 0.14% |
| 105 | CADENCE DESIGN SYSTEM INC | CDNS | 20,000 | $6.2M | 0.14% |
| 106 | ABBVIE INC | ABBV | 32,652 | $6.1M | 0.14% |
| 107 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 78,706 | $5.8M | 0.13% |
| 108 | NOMAD FOODS LTD | NOMD | 310,715 | $5.3M | 0.12% |
| 109 | UNIVERSAL DISPLAY CORP | OLED | 33,000 | $5.1M | 0.12% |
| 110 | PALOMAR HLDGS INC | PLMR | 32,500 | $5.0M | 0.12% |
| 111 | MIRION TECHNOLOGIES INC | MIR | 230,000 | $5.0M | 0.11% |
| 112 | BATH & BODY WORKS INC | BBWI | 152,505 | $4.6M | 0.11% |
| 113 | DECKERS OUTDOOR CORP | DECK | 44,128 | $4.5M | 0.10% |
| 114 | VIAVI SOLUTIONS INC | VIAV | 450,000 | $4.5M | 0.10% |
| 115 | COLGATE PALMOLIVE CO | CL | 39,810 | $3.6M | 0.08% |
| 116 | SMURFIT WESTROCK PLC | SW | 82,300 | $3.6M | 0.08% |
| 117 | PALANTIR TECHNOLOGIES INC | PLTR | 23,300 | $3.2M | 0.07% |
| 118 | EXPONENT INC | EXPO | 30,500 | $2.3M | 0.05% |
| 119 | ON HLDG AG | H5919C104 | 29,641 | $1.5M | 0.04% |
| 120 | ALLEGRO MICROSYSTEMS INC | ALGM | 45,000 | $1.5M | 0.04% |
| 121 | ICON PLC | ICLR | 6,357 | $924,626 | 0.02% |
| 122 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 110,000 | $467,500 | 0.01% |
| 123 | COLUMBIA SPORTSWEAR CO | COLM | 6,773 | $413,695 | 0.01% |
| 124 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 1,251 | $385,758 | 0.01% |
| 125 | WILLIAMS SONOMA INC | WSM | 1,416 | $231,332 | 0.01% |
| 126 | AVERY DENNISON CORP | AVY | 1,271 | $223,022 | 0.01% |