Robeco Schweiz as of Sept. 30, 2025
Portfolio Holdings for Robeco Schweiz
Robeco Schweiz holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 3.7 | $165M | 521k | 317.67 | |
| Agilent Technologies Inc C ommon (A) | 3.4 | $150M | 1.2M | 128.35 | |
| Nvent Electric SHS (NVT) | 3.2 | $140M | 1.4M | 98.64 | |
| Vertiv Holdings Com Cl A (VRT) | 3.0 | $135M | 895k | 150.86 | |
| First Solar (FSLR) | 3.0 | $135M | 612k | 220.53 | |
| Quanta Services (PWR) | 3.0 | $134M | 323k | 414.42 | |
| Xylem (XYL) | 2.6 | $117M | 796k | 147.50 | |
| Waters Corporation (WAT) | 2.3 | $104M | 348k | 299.81 | |
| Avantor (AVTR) | 2.2 | $99M | 7.9M | 12.48 | |
| Arm Holdings Sponsored Ads (ARM) | 2.1 | $96M | 675k | 141.49 | |
| Monolithic Power Systems (MPWR) | 2.1 | $95M | 103k | 920.64 | |
| Regal-beloit Corporation (RRX) | 2.0 | $87M | 606k | 143.44 | |
| Procore Technologies (PCOR) | 1.9 | $85M | 1.2M | 72.92 | |
| Carlisle Companies (CSL) | 1.8 | $82M | 249k | 328.96 | |
| Marvell Technology (MRVL) | 1.8 | $82M | 974k | 84.07 | |
| Ptc (PTC) | 1.8 | $81M | 397k | 203.02 | |
| Veralto Corp Com Shs (VLTO) | 1.8 | $81M | 756k | 106.61 | |
| Tetra Tech (TTEK) | 1.8 | $79M | 2.4M | 33.38 | |
| Analog Devices (ADI) | 1.7 | $77M | 313k | 245.70 | |
| Lumentum Hldgs (LITE) | 1.7 | $77M | 471k | 162.71 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.6 | $69M | 307k | 224.58 | |
| Nextracker Class A Com (NXT) | 1.5 | $68M | 914k | 73.99 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $67M | 138k | 485.02 | |
| Waste Management (WM) | 1.5 | $66M | 300k | 220.83 | |
| Lattice Semiconductor (LSCC) | 1.5 | $66M | 900k | 73.32 | |
| ON Semiconductor (ON) | 1.5 | $65M | 1.3M | 49.31 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 1.5 | $65M | 1.9M | 34.42 | |
| Comfort Systems USA (FIX) | 1.3 | $57M | 69k | 825.18 | |
| Danaher Corporation (DHR) | 1.3 | $57M | 287k | 198.26 | |
| Core & Main Cl A (CNM) | 1.3 | $57M | 1.1M | 53.83 | |
| Advanced Drain Sys Inc Del (WMS) | 1.3 | $57M | 407k | 138.70 | |
| Ecolab (ECL) | 1.1 | $50M | 183k | 273.86 | |
| Applied Industrial Technologies (AIT) | 1.1 | $49M | 187k | 261.05 | |
| Api Group Corp Com Stk (APG) | 1.1 | $49M | 1.4M | 34.37 | |
| Pentair SHS (PNR) | 1.1 | $48M | 431k | 110.76 | |
| Itron (ITRI) | 1.0 | $46M | 372k | 124.56 | |
| AECOM Technology Corporation (ACM) | 1.0 | $46M | 351k | 130.47 | |
| Mettler-Toledo International (MTD) | 1.0 | $45M | 37k | 1227.61 | |
| Teradyne (TER) | 1.0 | $44M | 323k | 137.64 | |
| IDEX Corporation (IEX) | 1.0 | $44M | 271k | 162.76 | |
| Clean Harbors (CLH) | 1.0 | $43M | 186k | 232.22 | |
| Johnson Ctls Intl SHS (JCI) | 0.9 | $38M | 348k | 109.95 | |
| American Water Works (AWK) | 0.8 | $38M | 270k | 139.19 | |
| Sunrun (RUN) | 0.8 | $37M | 2.1M | 17.29 | |
| Fortune Brands (FBIN) | 0.8 | $36M | 665k | 53.39 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.7 | $32M | 741k | 42.98 | |
| Ingersoll Rand (IR) | 0.7 | $32M | 381k | 82.62 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $29M | 614k | 47.38 | |
| Albemarle Corporation (ALB) | 0.6 | $29M | 352k | 81.08 | |
| Emcor (EME) | 0.6 | $28M | 43k | 649.54 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $27M | 118k | 227.73 | |
| Dover Corporation (DOV) | 0.6 | $26M | 154k | 166.83 | |
| Qualcomm (QCOM) | 0.6 | $25M | 153k | 166.36 | |
| Federal Signal Corporation (FSS) | 0.6 | $25M | 213k | 118.99 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $25M | 138k | 183.73 | |
| Power Integrations (POWI) | 0.6 | $25M | 625k | 40.21 | |
| Hesai Group Sponsored Ads (HSAI) | 0.6 | $25M | 881k | 28.10 | |
| NVIDIA Corporation (NVDA) | 0.5 | $24M | 130k | 186.58 | |
| Alpha & Omega Semiconductor SHS (AOSL) | 0.5 | $22M | 785k | 27.96 | |
| A. O. Smith Corporation (AOS) | 0.5 | $22M | 294k | 73.41 | |
| Roper Industries (ROP) | 0.5 | $21M | 42k | 498.69 | |
| Te Connectivity Ord Shs (TEL) | 0.5 | $21M | 96k | 219.53 | |
| Tesla Motors (TSLA) | 0.5 | $21M | 47k | 444.72 | |
| Ambarella SHS (AMBA) | 0.5 | $20M | 248k | 82.52 | |
| Onto Innovation (ONTO) | 0.4 | $20M | 152k | 129.22 | |
| Watts Water Technologies Cl A (WTS) | 0.4 | $19M | 68k | 279.28 | |
| HudBay Minerals (HBM) | 0.4 | $18M | 1.2M | 15.16 | |
| Valmont Industries (VMI) | 0.4 | $17M | 45k | 387.73 | |
| Corning Incorporated (GLW) | 0.4 | $17M | 210k | 82.03 | |
| Synopsys (SNPS) | 0.4 | $17M | 35k | 493.39 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.4 | $17M | 585k | 28.26 | |
| ICF International (ICFI) | 0.4 | $16M | 176k | 92.80 | |
| Cintas Corporation (CTAS) | 0.4 | $16M | 78k | 205.26 | |
| Linde SHS (LIN) | 0.4 | $16M | 34k | 475.00 | |
| Dell Technologies CL C (DELL) | 0.3 | $16M | 109k | 141.77 | |
| Celestica (CLS) | 0.3 | $15M | 62k | 246.38 | |
| Cavco Industries (CVCO) | 0.3 | $15M | 26k | 580.73 | |
| American States Water Company (AWR) | 0.3 | $15M | 205k | 73.32 | |
| Bentley Sys Com Cl B (BSY) | 0.3 | $15M | 289k | 51.48 | |
| WESCO International (WCC) | 0.3 | $14M | 67k | 211.50 | |
| CECO Environmental (CECO) | 0.3 | $14M | 276k | 51.20 | |
| Keysight Technologies (KEYS) | 0.3 | $14M | 77k | 174.92 | |
| Badger Meter (BMI) | 0.3 | $13M | 74k | 178.58 | |
| Sensient Technologies Corporation (SXT) | 0.3 | $13M | 136k | 93.85 | |
| Gibraltar Industries (ROCK) | 0.3 | $11M | 180k | 62.80 | |
| Republic Services (RSG) | 0.3 | $11M | 49k | 229.48 | |
| Snowflake Com Shs (SNOW) | 0.2 | $11M | 48k | 225.55 | |
| Illinois Tool Works (ITW) | 0.2 | $9.9M | 38k | 260.76 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $9.4M | 14k | 698.00 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $9.3M | 364k | 25.52 | |
| Medtronic SHS (MDT) | 0.2 | $9.3M | 97k | 95.24 | |
| Silgan Holdings (SLGN) | 0.2 | $8.6M | 199k | 43.01 | |
| Godaddy Cl A (GDDY) | 0.2 | $8.2M | 60k | 136.83 | |
| Maximus (MMS) | 0.2 | $7.9M | 86k | 91.37 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.2 | $7.6M | 84k | 90.41 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $7.5M | 69k | 108.80 | |
| Simpson Manufacturing (SSD) | 0.2 | $7.4M | 44k | 167.46 | |
| Coherent Corp (COHR) | 0.2 | $7.2M | 66k | 107.72 | |
| Cadence Design Systems (CDNS) | 0.2 | $7.0M | 20k | 351.26 | |
| CVS Caremark Corporation (CVS) | 0.2 | $7.0M | 93k | 75.39 | |
| Emerson Electric (EMR) | 0.2 | $6.9M | 53k | 131.18 | |
| Cloudflare Cl A Com (NET) | 0.2 | $6.8M | 32k | 214.59 | |
| Alcon Ord Shs (ALC) | 0.2 | $6.8M | 91k | 74.51 | |
| UnitedHealth (UNH) | 0.1 | $6.3M | 18k | 345.30 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $6.2M | 62k | 100.83 | |
| Abbvie (ABBV) | 0.1 | $5.9M | 26k | 231.54 | |
| Universal Display Corporation (OLED) | 0.1 | $5.8M | 40k | 143.63 | |
| Viavi Solutions Inc equities (VIAV) | 0.1 | $5.7M | 450k | 12.69 | |
| Boston Scientific Corporation (BSX) | 0.1 | $5.7M | 58k | 97.63 | |
| Mirion Technologies Com Cl A (MIR) | 0.1 | $5.3M | 230k | 23.26 | |
| Bellring Brands Common Stock (BRBR) | 0.1 | $4.8M | 133k | 36.35 | |
| International Flavors & Fragrances (IFF) | 0.1 | $4.7M | 76k | 61.54 | |
| Broadcom (AVGO) | 0.1 | $4.6M | 14k | 329.91 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $4.4M | 43k | 101.37 | |
| AZZ Incorporated (AZZ) | 0.1 | $4.4M | 40k | 109.13 | |
| Palomar Hldgs (PLMR) | 0.1 | $3.8M | 33k | 116.75 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $3.8M | 287k | 13.15 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.6M | 20k | 182.42 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.1M | 39k | 79.94 | |
| Bath & Body Works In (BBWI) | 0.1 | $3.0M | 118k | 25.76 | |
| Exponent (EXPO) | 0.0 | $2.1M | 31k | 69.48 | |
| Amrize SHS (AMRZ) | 0.0 | $2.0M | 41k | 48.53 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $1.8M | 43k | 42.35 | |
| Icon SHS (ICLR) | 0.0 | $977k | 5.6k | 175.00 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $407k | 1.4k | 297.16 | |
| Columbia Sportswear Company (COLM) | 0.0 | $346k | 6.6k | 52.30 | |
| Williams-Sonoma (WSM) | 0.0 | $302k | 1.5k | 195.45 | |
| Avery Dennison Corporation (AVY) | 0.0 | $206k | 1.3k | 162.17 |
