13F COMBINATION REPORT
Robeco Schweiz AG
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001418427-26-000001
Total Value
$4.46B
Positions
129
Other Managers
3
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 507,280 | $150.2M | 3.36% |
| 2 | LUMENTUM HLDGS INC | LITE | 400,097 | $147.5M | 3.30% |
| 3 | NVENT ELECTRIC PLC | NVT | 1,411,365 | $143.9M | 3.22% |
| 4 | AGILENT TECHNOLOGIES INC | A | 1,049,058 | $142.7M | 3.20% |
| 5 | VERTIV HOLDINGS CO | VRT | 873,883 | $141.6M | 3.17% |
| 6 | FIRST SOLAR INC | FSLR | 539,078 | $140.8M | 3.16% |
| 7 | QUANTA SVCS INC | 74762E102 | 320,061 | $135.1M | 3.03% |
| 8 | XYLEM INC | XYL | 762,259 | $103.8M | 2.33% |
| 9 | MONOLITHIC PWR SYS INC | 609839105 | 95,018 | $86.1M | 1.93% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 1,156,128 | $84.1M | 1.88% |
| 11 | AVANTOR INC | AVTR | 7,280,961 | $83.4M | 1.87% |
| 12 | ANALOG DEVICES INC | ADI | 305,297 | $82.8M | 1.86% |
| 13 | REGAL REXNORD CORPORATION | RRX | 567,335 | $79.6M | 1.78% |
| 14 | CARLISLE COS INC | 142339100 | 247,111 | $79.0M | 1.77% |
| 15 | NEXTPOWER INC | NXT | 905,310 | $78.9M | 1.77% |
| 16 | TETRA TECH INC NEW | TTEK | 2,347,104 | $78.7M | 1.76% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 922,851 | $78.4M | 1.76% |
| 18 | IDEX CORP | 45167R104 | 412,636 | $73.4M | 1.65% |
| 19 | VERALTO CORP | VLTO | 733,011 | $73.1M | 1.64% |
| 20 | ARM HOLDINGS PLC | 042068205 | 662,665 | $72.4M | 1.62% |
| 21 | ON SEMICONDUCTOR CORP | ON | 1,305,189 | $70.7M | 1.58% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 309,312 | $68.0M | 1.52% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 115,205 | $66.8M | 1.50% |
| 24 | LATTICE SEMICONDUCTOR CORP | LSCC | 892,057 | $65.6M | 1.47% |
| 25 | PTC INC | PTC | 371,345 | $64.7M | 1.45% |
| 26 | DANAHER CORPORATION | 235851102 | 269,328 | $61.7M | 1.38% |
| 27 | ECOLAB INC | ECL | 231,059 | $60.7M | 1.36% |
| 28 | FERGUSON ENTERPRISES INC | FERG | 250,574 | $55.8M | 1.25% |
| 29 | SUNRUN INC | RUN | 2,946,776 | $54.2M | 1.21% |
| 30 | API GROUP CORP | APG | 1,401,270 | $53.6M | 1.20% |
| 31 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 364,310 | $52.8M | 1.18% |
| 32 | GENERAC HLDGS INC | GNRC | 374,129 | $51.0M | 1.14% |
| 33 | BROOKFIELD RENEWABLE CORP | BEPC | 1,328,471 | $50.9M | 1.14% |
| 34 | WATERS CORP | 941848103 | 132,093 | $50.2M | 1.12% |
| 35 | TERADYNE INC | TER | 244,969 | $47.4M | 1.06% |
| 36 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 685,200 | $47.1M | 1.06% |
| 37 | TRANE TECHNOLOGIES PLC | TT | 120,745 | $47.0M | 1.05% |
| 38 | ALBEMARLE CORP | ALB-PA | 326,280 | $46.1M | 1.03% |
| 39 | PENTAIR PLC | PNR | 419,765 | $43.7M | 0.98% |
| 40 | CORE & MAIN INC | CNM | 818,544 | $42.5M | 0.95% |
| 41 | ITRON INC | ITRI | 422,411 | $39.2M | 0.88% |
| 42 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 149,702 | $38.4M | 0.86% |
| 43 | AECOM | ACM | 380,804 | $36.3M | 0.81% |
| 44 | JACOBS SOLUTIONS INC | J | 268,554 | $35.6M | 0.80% |
| 45 | AMERICAN WTR WKS CO INC NEW | 030420103 | 260,157 | $34.0M | 0.76% |
| 46 | TE CONNECTIVITY PLC | TEL | 146,360 | $33.3M | 0.75% |
| 47 | FORTUNE BRANDS INNOVATIONS I | FBIN | 665,594 | $33.3M | 0.75% |
| 48 | METTLER TOLEDO INTERNATIONAL | MTD | 23,148 | $32.3M | 0.72% |
| 49 | DOVER CORP | DOV | 157,955 | $30.8M | 0.69% |
| 50 | COMFORT SYS USA INC | 199908104 | 32,675 | $30.5M | 0.68% |
| 51 | CINTAS CORP | CTAS | 155,263 | $29.2M | 0.65% |
| 52 | GFL ENVIRONMENTAL INC | GFL | 678,861 | $29.2M | 0.65% |
| 53 | ROPER TECHNOLOGIES INC | ROP | 63,460 | $28.2M | 0.63% |
| 54 | EMCOR GROUP INC | EME | 45,226 | $27.7M | 0.62% |
| 55 | CLEAN HARBORS INC | CLH | 117,590 | $27.6M | 0.62% |
| 56 | HESAI GROUP | HSIGF | 1,179,500 | $26.4M | 0.59% |
| 57 | INGERSOLL RAND INC | IR | 330,873 | $26.2M | 0.59% |
| 58 | QUALCOMM INC | QCOM | 147,395 | $25.2M | 0.56% |
| 59 | NXP SEMICONDUCTORS N V | NXPI | 113,845 | $24.7M | 0.55% |
| 60 | BADGER METER INC | BMI | 139,222 | $24.3M | 0.54% |
| 61 | NVIDIA CORPORATION | NVDA | 129,500 | $24.2M | 0.54% |
| 62 | TEXAS INSTRS INC | 882508104 | 132,884 | $23.1M | 0.52% |
| 63 | HUDBAY MINERALS INC | HBM | 1,155,000 | $22.9M | 0.51% |
| 64 | POWER INTEGRATIONS INC | POWI | 627,474 | $22.3M | 0.50% |
| 65 | ONTO INNOVATION INC | ONTO | 140,000 | $22.1M | 0.50% |
| 66 | FEDERAL SIGNAL CORP | FSS | 194,210 | $21.1M | 0.47% |
| 67 | WATTS WATER TECHNOLOGIES INC | WTS | 66,032 | $18.2M | 0.41% |
| 68 | SMITH A O CORP | AOS | 269,470 | $18.0M | 0.40% |
| 69 | TESLA INC | TSLA | 39,355 | $17.7M | 0.40% |
| 70 | KEYSIGHT TECHNOLOGIES INC | KEYS | 86,600 | $17.6M | 0.39% |
| 71 | WESCO INTL INC | 95082P105 | 69,300 | $17.0M | 0.38% |
| 72 | LINDE PLC | LIN | 37,328 | $15.9M | 0.36% |
| 73 | CAVCO INDS INC DEL | 149568107 | 26,000 | $15.4M | 0.34% |
| 74 | ICF INTL INC | 44925C103 | 176,188 | $15.0M | 0.34% |
| 75 | CORNING INC | GLW | 170,500 | $14.9M | 0.33% |
| 76 | STMICROELECTRONICS N V | STMEF | 566,130 | $14.7M | 0.33% |
| 77 | CELESTICA INC | CLS | 46,800 | $13.8M | 0.31% |
| 78 | SENSIENT TECHNOLOGIES CORP | SXT | 146,623 | $13.8M | 0.31% |
| 79 | DELL TECHNOLOGIES INC | DELL | 109,300 | $13.8M | 0.31% |
| 80 | SYNOPSYS INC | SNPS | 29,200 | $13.7M | 0.31% |
| 81 | GODADDY INC | GDDY | 110,300 | $13.7M | 0.31% |
| 82 | XPENG INC | XPNGF | 666,000 | $13.5M | 0.30% |
| 83 | VALMONT INDS INC | 920253101 | 33,471 | $13.5M | 0.30% |
| 84 | AURA MINERALS INC | AUGO | 260,000 | $13.1M | 0.29% |
| 85 | CISCO SYS INC | CSCO | 165,900 | $12.8M | 0.29% |
| 86 | SNOWFLAKE INC | SNOW | 54,200 | $11.9M | 0.27% |
| 87 | AMBARELLA INC | AMBA | 162,595 | $11.5M | 0.26% |
| 88 | JFROG LTD | FROG | 180,800 | $11.3M | 0.25% |
| 89 | BENTLEY SYS INC | BSY | 288,537 | $11.0M | 0.25% |
| 90 | SPOTIFY TECHNOLOGY S A | SPOT | 18,544 | $10.8M | 0.24% |
| 91 | COHERENT CORP | COHR | 57,500 | $10.6M | 0.24% |
| 92 | VIAVI SOLUTIONS INC | VIAV | 595,000 | $10.6M | 0.24% |
| 93 | REPUBLIC SVCS INC | 760759100 | 49,200 | $10.4M | 0.23% |
| 94 | SERVICETITAN INC | TTAN | 83,200 | $8.9M | 0.20% |
| 95 | MUELLER WTR PRODS INC | 624758108 | 364,669 | $8.7M | 0.19% |
| 96 | MKS INC. | MKSI | 52,630 | $8.4M | 0.19% |
| 97 | VEEVA SYS INC | VEEV | 36,910 | $8.2M | 0.18% |
| 98 | CVS HEALTH CORP | CVS | 101,509 | $8.1M | 0.18% |
| 99 | CECO ENVIRONMENTAL CORP | CECO | 131,216 | $7.9M | 0.18% |
| 100 | OSI SYSTEMS INC | OSIS | 30,547 | $7.8M | 0.17% |
| 101 | CENCORA INC | COR | 21,700 | $7.3M | 0.16% |
| 102 | MEDTRONIC PLC | MDT | 75,494 | $7.3M | 0.16% |
| 103 | SPROUTS FMRS MKT INC | 85208M102 | 90,319 | $7.2M | 0.16% |
| 104 | ALCON AG | ALC | 90,629 | $7.1M | 0.16% |
| 105 | SIMPSON MFG INC | 829073105 | 44,000 | $7.1M | 0.16% |
| 106 | EMERSON ELEC CO | EMR | 52,825 | $7.0M | 0.16% |
| 107 | MAXIMUS INC | MMS | 76,162 | $6.6M | 0.15% |
| 108 | SILGAN HLDGS INC | SLGN | 155,787 | $6.3M | 0.14% |
| 109 | CADENCE DESIGN SYSTEM INC | CDNS | 20,000 | $6.3M | 0.14% |
| 110 | AZZ INC | AZZ | 56,600 | $6.1M | 0.14% |
| 111 | UNITEDHEALTH GROUP INC | UNH | 18,261 | $6.0M | 0.14% |
| 112 | BROADCOM INC | AVGO | 17,000 | $5.9M | 0.13% |
| 113 | ABBVIE INC | ABBV | 25,512 | $5.8M | 0.13% |
| 114 | MIRION TECHNOLOGIES INC | MIR | 230,000 | $5.4M | 0.12% |
| 115 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 76,019 | $5.1M | 0.11% |
| 116 | BOSTON SCIENTIFIC CORP | BSX | 53,413 | $5.1M | 0.11% |
| 117 | GIBRALTAR INDS INC | 374689107 | 90,000 | $4.4M | 0.10% |
| 118 | PALOMAR HLDGS INC | PLMR | 32,500 | $4.4M | 0.10% |
| 119 | NOMAD FOODS LTD | NOMD | 268,033 | $3.4M | 0.08% |
| 120 | COLGATE PALMOLIVE CO | CL | 38,975 | $3.1M | 0.07% |
| 121 | DECKERS OUTDOOR CORP | DECK | 26,735 | $2.8M | 0.06% |
| 122 | ON HLDG AG | H5919C104 | 42,637 | $2.0M | 0.04% |
| 123 | BELLRING BRANDS INC | BRBR | 72,015 | $1.9M | 0.04% |
| 124 | CLOUDFLARE INC | NET | 5,900 | $1.2M | 0.03% |
| 125 | ICON PLC | ICLR | 5,582 | $1.0M | 0.02% |
| 126 | COLUMBIA SPORTSWEAR CO | COLM | 6,622 | $364,806 | 0.01% |
| 127 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 1,476 | $358,402 | 0.01% |
| 128 | WILLIAMS SONOMA INC | WSM | 1,546 | $276,100 | 0.01% |
| 129 | AVERY DENNISON CORP | AVY | 1,103 | $200,614 | 0.00% |