13F COMBINATION REPORT
Robeco Schweiz AG
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0001418427-25-000002
Total Value
$4.45B
Positions
128
Other Managers
3
Confidential Omitted
No
Holdings (128)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 520,531 | $165.4M | 3.72% |
| 2 | AGILENT TECHNOLOGIES INC | A | 1,164,837 | $149.5M | 3.36% |
| 3 | NVENT ELECTRIC PLC | NVT | 1,422,995 | $140.4M | 3.16% |
| 4 | VERTIV HOLDINGS CO | VRT | 895,097 | $135.0M | 3.04% |
| 5 | FIRST SOLAR INC | FSLR | 612,279 | $135.0M | 3.04% |
| 6 | QUANTA SVCS INC | 74762E102 | 322,979 | $133.8M | 3.01% |
| 7 | XYLEM INC | XYL | 796,088 | $117.4M | 2.64% |
| 8 | WATERS CORP | 941848103 | 347,801 | $104.3M | 2.34% |
| 9 | AVANTOR INC | AVTR | 7,920,177 | $98.8M | 2.22% |
| 10 | ARM HOLDINGS PLC | 042068205 | 675,400 | $95.6M | 2.15% |
| 11 | MONOLITHIC PWR SYS INC | 609839105 | 103,237 | $95.0M | 2.14% |
| 12 | REGAL REXNORD CORPORATION | RRX | 605,671 | $86.9M | 1.95% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 1,166,668 | $85.1M | 1.91% |
| 14 | CARLISLE COS INC | 142339100 | 249,358 | $82.0M | 1.84% |
| 15 | MARVELL TECHNOLOGY INC | MRVL | 973,765 | $81.9M | 1.84% |
| 16 | PTC INC | PTC | 397,181 | $80.6M | 1.81% |
| 17 | VERALTO CORP | VLTO | 756,211 | $80.6M | 1.81% |
| 18 | TETRA TECH INC NEW | TTEK | 2,379,020 | $79.4M | 1.79% |
| 19 | ANALOG DEVICES INC | ADI | 312,568 | $76.8M | 1.73% |
| 20 | LUMENTUM HLDGS INC | LITE | 471,048 | $76.6M | 1.72% |
| 21 | FERGUSON ENTERPRISES INC | FERG | 307,152 | $69.0M | 1.55% |
| 22 | NEXTRACKER INC | NXT | 913,564 | $67.6M | 1.52% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 137,514 | $66.7M | 1.50% |
| 24 | WASTE MGMT INC DEL | 94106L109 | 299,861 | $66.2M | 1.49% |
| 25 | LATTICE SEMICONDUCTOR CORP | LSCC | 900,191 | $66.0M | 1.48% |
| 26 | ON SEMICONDUCTOR CORP | ON | 1,326,268 | $65.4M | 1.47% |
| 27 | BROOKFIELD RENEWABLE CORP | BEPC | 1,883,240 | $64.8M | 1.46% |
| 28 | COMFORT SYS USA INC | 199908104 | 69,200 | $57.1M | 1.28% |
| 29 | DANAHER CORPORATION | 235851102 | 286,522 | $56.8M | 1.28% |
| 30 | CORE & MAIN INC | CNM | 1,051,178 | $56.6M | 1.27% |
| 31 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 407,304 | $56.5M | 1.27% |
| 32 | ECOLAB INC | ECL | 182,669 | $50.0M | 1.12% |
| 33 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 187,376 | $48.9M | 1.10% |
| 34 | API GROUP CORP | APG | 1,411,585 | $48.5M | 1.09% |
| 35 | PENTAIR PLC | PNR | 430,801 | $47.7M | 1.07% |
| 36 | ITRON INC | ITRI | 372,176 | $46.4M | 1.04% |
| 37 | AECOM | ACM | 350,876 | $45.8M | 1.03% |
| 38 | METTLER TOLEDO INTERNATIONAL | MTD | 36,741 | $45.1M | 1.01% |
| 39 | TERADYNE INC | TER | 322,714 | $44.4M | 1.00% |
| 40 | IDEX CORP | 45167R104 | 271,089 | $44.1M | 0.99% |
| 41 | CLEAN HARBORS INC | CLH | 186,112 | $43.2M | 0.97% |
| 42 | JOHNSON CTLS INTL PLC | G51502105 | 347,883 | $38.2M | 0.86% |
| 43 | AMERICAN WTR WKS CO INC NEW | 030420103 | 270,132 | $37.6M | 0.85% |
| 44 | SUNRUN INC | RUN | 2,138,191 | $37.0M | 0.83% |
| 45 | FORTUNE BRANDS INNOVATIONS I | FBIN | 665,136 | $35.5M | 0.80% |
| 46 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 741,400 | $31.9M | 0.72% |
| 47 | INGERSOLL RAND INC | IR | 380,973 | $31.5M | 0.71% |
| 48 | GFL ENVIRONMENTAL INC | GFL | 613,949 | $29.1M | 0.65% |
| 49 | ALBEMARLE CORP | ALB-PA | 352,210 | $28.6M | 0.64% |
| 50 | EMCOR GROUP INC | EME | 42,600 | $27.7M | 0.62% |
| 51 | NXP SEMICONDUCTORS N V | NXPI | 117,845 | $26.8M | 0.60% |
| 52 | DOVER CORP | DOV | 153,567 | $25.6M | 0.58% |
| 53 | QUALCOMM INC | QCOM | 152,695 | $25.4M | 0.57% |
| 54 | FEDERAL SIGNAL CORP | FSS | 212,830 | $25.3M | 0.57% |
| 55 | TEXAS INSTRS INC | 882508104 | 137,484 | $25.3M | 0.57% |
| 56 | POWER INTEGRATIONS INC | POWI | 625,238 | $25.1M | 0.57% |
| 57 | HESAI GROUP | HSIGF | 881,000 | $24.8M | 0.56% |
| 58 | NVIDIA CORPORATION | NVDA | 129,500 | $24.2M | 0.54% |
| 59 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 785,264 | $22.0M | 0.49% |
| 60 | SMITH A O CORP | AOS | 293,470 | $21.5M | 0.48% |
| 61 | ROPER TECHNOLOGIES INC | ROP | 42,170 | $21.0M | 0.47% |
| 62 | TE CONNECTIVITY PLC | TEL | 95,510 | $21.0M | 0.47% |
| 63 | TESLA INC | TSLA | 46,495 | $20.7M | 0.46% |
| 64 | AMBARELLA INC | AMBA | 247,545 | $20.4M | 0.46% |
| 65 | ONTO INNOVATION INC | ONTO | 151,910 | $19.6M | 0.44% |
| 66 | WATTS WATER TECHNOLOGIES INC | WTS | 67,532 | $18.9M | 0.42% |
| 67 | HUDBAY MINERALS INC | HBM | 1,155,000 | $17.5M | 0.39% |
| 68 | VALMONT INDS INC | 920253101 | 44,862 | $17.4M | 0.39% |
| 69 | CORNING INC | GLW | 209,500 | $17.2M | 0.39% |
| 70 | SYNOPSYS INC | SNPS | 34,500 | $17.0M | 0.38% |
| 71 | STMICROELECTRONICS N V | STMEF | 584,960 | $16.5M | 0.37% |
| 72 | ICF INTL INC | 44925C103 | 175,892 | $16.3M | 0.37% |
| 73 | CINTAS CORP | CTAS | 78,315 | $16.1M | 0.36% |
| 74 | LINDE PLC | LIN | 33,494 | $15.9M | 0.36% |
| 75 | DELL TECHNOLOGIES INC | DELL | 109,300 | $15.5M | 0.35% |
| 76 | CELESTICA INC | CLS | 61,500 | $15.2M | 0.34% |
| 77 | CAVCO INDS INC DEL | 149568107 | 26,000 | $15.1M | 0.34% |
| 78 | AMER STATES WTR CO | 029899101 | 204,647 | $15.0M | 0.34% |
| 79 | BENTLEY SYS INC | BSY | 288,537 | $14.9M | 0.33% |
| 80 | WESCO INTL INC | 95082P105 | 66,900 | $14.1M | 0.32% |
| 81 | CECO ENVIRONMENTAL CORP | CECO | 276,163 | $14.1M | 0.32% |
| 82 | KEYSIGHT TECHNOLOGIES INC | KEYS | 77,000 | $13.5M | 0.30% |
| 83 | BADGER METER INC | BMI | 73,598 | $13.1M | 0.30% |
| 84 | SENSIENT TECHNOLOGIES CORP | SXT | 136,401 | $12.8M | 0.29% |
| 85 | GIBRALTAR INDS INC | 374689107 | 180,000 | $11.3M | 0.25% |
| 86 | REPUBLIC SVCS INC | 760759100 | 49,200 | $11.3M | 0.25% |
| 87 | SNOWFLAKE INC | SNOW | 48,000 | $10.8M | 0.24% |
| 88 | ILLINOIS TOOL WKS INC | 452308109 | 38,000 | $9.9M | 0.22% |
| 89 | SPOTIFY TECHNOLOGY S A | SPOT | 13,473 | $9.4M | 0.21% |
| 90 | MUELLER WTR PRODS INC | 624758108 | 363,683 | $9.3M | 0.21% |
| 91 | MEDTRONIC PLC | MDT | 97,342 | $9.3M | 0.21% |
| 92 | SILGAN HLDGS INC | SLGN | 199,187 | $8.6M | 0.19% |
| 93 | GODADDY INC | GDDY | 60,000 | $8.2M | 0.18% |
| 94 | MAXIMUS INC | MMS | 86,021 | $7.9M | 0.18% |
| 95 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 84,334 | $7.6M | 0.17% |
| 96 | SPROUTS FMRS MKT INC | 85208M102 | 68,819 | $7.5M | 0.17% |
| 97 | SIMPSON MFG INC | 829073105 | 44,000 | $7.4M | 0.17% |
| 98 | COHERENT CORP | COHR | 66,400 | $7.2M | 0.16% |
| 99 | CADENCE DESIGN SYSTEM INC | CDNS | 20,000 | $7.0M | 0.16% |
| 100 | CVS HEALTH CORP | CVS | 93,074 | $7.0M | 0.16% |
| 101 | EMERSON ELEC CO | EMR | 52,825 | $6.9M | 0.16% |
| 102 | CLOUDFLARE INC | NET | 31,500 | $6.8M | 0.15% |
| 103 | ALCON AG | ALC | 90,629 | $6.8M | 0.15% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 18,261 | $6.3M | 0.14% |
| 105 | SERVICETITAN INC | TTAN | 61,500 | $6.2M | 0.14% |
| 106 | ABBVIE INC | ABBV | 25,512 | $5.9M | 0.13% |
| 107 | UNIVERSAL DISPLAY CORP | OLED | 40,300 | $5.8M | 0.13% |
| 108 | VIAVI SOLUTIONS INC | VIAV | 450,000 | $5.7M | 0.13% |
| 109 | BOSTON SCIENTIFIC CORP | BSX | 58,083 | $5.7M | 0.13% |
| 110 | MIRION TECHNOLOGIES INC | MIR | 230,000 | $5.3M | 0.12% |
| 111 | BELLRING BRANDS INC | BRBR | 132,476 | $4.8M | 0.11% |
| 112 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 76,019 | $4.7M | 0.11% |
| 113 | BROADCOM INC | AVGO | 13,900 | $4.6M | 0.10% |
| 114 | DECKERS OUTDOOR CORP | DECK | 43,164 | $4.4M | 0.10% |
| 115 | AZZ INC | AZZ | 40,000 | $4.4M | 0.10% |
| 116 | PALOMAR HLDGS INC | PLMR | 32,500 | $3.8M | 0.09% |
| 117 | NOMAD FOODS LTD | NOMD | 286,661 | $3.8M | 0.08% |
| 118 | PALANTIR TECHNOLOGIES INC | PLTR | 20,000 | $3.6M | 0.08% |
| 119 | COLGATE PALMOLIVE CO | CL | 38,975 | $3.1M | 0.07% |
| 120 | BATH & BODY WORKS INC | BBWI | 117,954 | $3.0M | 0.07% |
| 121 | EXPONENT INC | EXPO | 30,500 | $2.1M | 0.05% |
| 122 | AMRIZE LTD | AMRZ | 41,000 | $2.0M | 0.04% |
| 123 | ON HLDG AG | H5919C104 | 42,637 | $1.8M | 0.04% |
| 124 | ICON PLC | ICLR | 5,582 | $976,850 | 0.02% |
| 125 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 1,368 | $406,515 | 0.01% |
| 126 | COLUMBIA SPORTSWEAR CO | COLM | 6,622 | $346,331 | 0.01% |
| 127 | WILLIAMS SONOMA INC | WSM | 1,546 | $302,166 | 0.01% |
| 128 | AVERY DENNISON CORP | AVY | 1,271 | $206,118 | 0.00% |