Robeco Schweiz as of Dec. 31, 2025
Portfolio Holdings for Robeco Schweiz
Robeco Schweiz holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 3.4 | $150M | 507k | 296.01 | |
| Lumentum Hldgs (LITE) | 3.3 | $148M | 400k | 368.59 | |
| Nvent Electric SHS (NVT) | 3.2 | $144M | 1.4M | 101.97 | |
| Agilent Technologies Inc C ommon (A) | 3.2 | $143M | 1.0M | 136.07 | |
| Vertiv Holdings Com Cl A (VRT) | 3.2 | $142M | 874k | 162.01 | |
| First Solar (FSLR) | 3.2 | $141M | 539k | 261.23 | |
| Quanta Services (PWR) | 3.0 | $135M | 320k | 422.06 | |
| Xylem (XYL) | 2.3 | $104M | 762k | 136.18 | |
| Monolithic Power Systems (MPWR) | 1.9 | $86M | 95k | 906.36 | |
| Procore Technologies (PCOR) | 1.9 | $84M | 1.2M | 72.74 | |
| Avantor (AVTR) | 1.9 | $83M | 7.3M | 11.46 | |
| Analog Devices (ADI) | 1.9 | $83M | 305k | 271.20 | |
| Regal-beloit Corporation (RRX) | 1.8 | $80M | 567k | 140.32 | |
| Carlisle Companies (CSL) | 1.8 | $79M | 247k | 319.86 | |
| Nextpower Class A Com (NXT) | 1.8 | $79M | 905k | 87.11 | |
| Tetra Tech (TTEK) | 1.8 | $79M | 2.3M | 33.54 | |
| Marvell Technology (MRVL) | 1.8 | $78M | 923k | 84.98 | |
| IDEX Corporation (IEX) | 1.6 | $73M | 413k | 177.94 | |
| Veralto Corp Com Shs (VLTO) | 1.6 | $73M | 733k | 99.78 | |
| Arm Holdings Sponsored Ads (ARM) | 1.6 | $72M | 663k | 109.31 | |
| ON Semiconductor (ON) | 1.6 | $71M | 1.3M | 54.15 | |
| Waste Management (WM) | 1.5 | $68M | 309k | 219.71 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $67M | 115k | 579.45 | |
| Lattice Semiconductor (LSCC) | 1.5 | $66M | 892k | 73.58 | |
| Ptc (PTC) | 1.4 | $65M | 371k | 174.21 | |
| Danaher Corporation (DHR) | 1.4 | $62M | 269k | 228.92 | |
| Ecolab (ECL) | 1.4 | $61M | 231k | 262.52 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.2 | $56M | 251k | 222.63 | |
| Sunrun (RUN) | 1.2 | $54M | 2.9M | 18.40 | |
| Api Group Corp Com Stk (APG) | 1.2 | $54M | 1.4M | 38.26 | |
| Advanced Drain Sys Inc Del (WMS) | 1.2 | $53M | 364k | 144.83 | |
| Generac Holdings (GNRC) | 1.1 | $51M | 374k | 136.37 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 1.1 | $51M | 1.3M | 38.34 | |
| Waters Corporation (WAT) | 1.1 | $50M | 132k | 379.83 | |
| Teradyne (TER) | 1.1 | $47M | 245k | 193.56 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 1.1 | $47M | 685k | 68.80 | |
| Trane Technologies SHS (TT) | 1.1 | $47M | 121k | 389.20 | |
| Albemarle Corporation (ALB) | 1.0 | $46M | 326k | 141.44 | |
| Pentair SHS (PNR) | 1.0 | $44M | 420k | 104.14 | |
| Core & Main Cl A (CNM) | 1.0 | $43M | 819k | 51.97 | |
| Itron (ITRI) | 0.9 | $39M | 422k | 92.86 | |
| Applied Industrial Technologies (AIT) | 0.9 | $38M | 150k | 256.77 | |
| AECOM Technology Corporation (ACM) | 0.8 | $36M | 381k | 95.33 | |
| Jacobs Engineering Group (J) | 0.8 | $36M | 269k | 132.46 | |
| American Water Works (AWK) | 0.8 | $34M | 260k | 130.50 | |
| Te Connectivity Ord Shs (TEL) | 0.7 | $33M | 146k | 227.51 | |
| Fortune Brands (FBIN) | 0.7 | $33M | 666k | 50.02 | |
| Mettler-Toledo International (MTD) | 0.7 | $32M | 23k | 1394.19 | |
| Dover Corporation (DOV) | 0.7 | $31M | 158k | 195.24 | |
| Comfort Systems USA (FIX) | 0.7 | $31M | 33k | 933.29 | |
| Cintas Corporation (CTAS) | 0.7 | $29M | 155k | 188.07 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $29M | 679k | 42.95 | |
| Roper Industries (ROP) | 0.6 | $28M | 64k | 445.13 | |
| Emcor (EME) | 0.6 | $28M | 45k | 611.79 | |
| Clean Harbors (CLH) | 0.6 | $28M | 118k | 234.48 | |
| Hesai Group Sponsored Ads (HSAI) | 0.6 | $26M | 1.2M | 22.40 | |
| Ingersoll Rand (IR) | 0.6 | $26M | 331k | 79.22 | |
| Qualcomm (QCOM) | 0.6 | $25M | 147k | 171.05 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $25M | 114k | 217.06 | |
| Badger Meter (BMI) | 0.5 | $24M | 139k | 174.41 | |
| NVIDIA Corporation (NVDA) | 0.5 | $24M | 130k | 186.50 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $23M | 133k | 173.49 | |
| HudBay Minerals (HBM) | 0.5 | $23M | 1.2M | 19.85 | |
| Power Integrations (POWI) | 0.5 | $22M | 628k | 35.54 | |
| Onto Innovation (ONTO) | 0.5 | $22M | 140k | 157.86 | |
| Federal Signal Corporation (FSS) | 0.5 | $21M | 194k | 108.59 | |
| Watts Water Technologies Cl A (WTS) | 0.4 | $18M | 66k | 276.02 | |
| A. O. Smith Corporation (AOS) | 0.4 | $18M | 270k | 66.88 | |
| Tesla Motors (TSLA) | 0.4 | $18M | 39k | 449.72 | |
| Keysight Technologies (KEYS) | 0.4 | $18M | 87k | 203.19 | |
| WESCO International (WCC) | 0.4 | $17M | 69k | 244.64 | |
| Linde SHS (LIN) | 0.4 | $16M | 37k | 426.39 | |
| Cavco Industries (CVCO) | 0.3 | $15M | 26k | 590.74 | |
| ICF International (ICFI) | 0.3 | $15M | 176k | 85.30 | |
| Corning Incorporated (GLW) | 0.3 | $15M | 171k | 87.56 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $15M | 566k | 25.94 | |
| Celestica (CLS) | 0.3 | $14M | 47k | 295.61 | |
| Sensient Technologies Corporation (SXT) | 0.3 | $14M | 147k | 93.95 | |
| Dell Technologies CL C (DELL) | 0.3 | $14M | 109k | 125.88 | |
| Synopsys (SNPS) | 0.3 | $14M | 29k | 469.72 | |
| Godaddy Cl A (GDDY) | 0.3 | $14M | 110k | 124.08 | |
| Xpeng Ads (XPEV) | 0.3 | $14M | 666k | 20.28 | |
| Valmont Industries (VMI) | 0.3 | $14M | 34k | 402.32 | |
| Aura Minerals Shs New (AUGO) | 0.3 | $13M | 260k | 50.41 | |
| Cisco Systems (CSCO) | 0.3 | $13M | 166k | 77.03 | |
| Snowflake Com Shs (SNOW) | 0.3 | $12M | 54k | 219.36 | |
| Ambarella SHS (AMBA) | 0.3 | $12M | 163k | 70.84 | |
| Jfrog Ord Shs (FROG) | 0.3 | $11M | 181k | 62.46 | |
| Bentley Sys Com Cl B (BSY) | 0.2 | $11M | 289k | 38.16 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $11M | 19k | 580.71 | |
| Coherent Corp (COHR) | 0.2 | $11M | 58k | 184.57 | |
| Viavi Solutions Inc equities (VIAV) | 0.2 | $11M | 595k | 17.82 | |
| Republic Services (RSG) | 0.2 | $10M | 49k | 211.93 | |
| Servicetitan Shs Cl A (TTAN) | 0.2 | $8.9M | 83k | 106.50 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $8.7M | 365k | 23.82 | |
| MKS Instruments (MKSI) | 0.2 | $8.4M | 53k | 159.80 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $8.2M | 37k | 223.23 | |
| CVS Caremark Corporation (CVS) | 0.2 | $8.1M | 102k | 79.36 | |
| CECO Environmental (CECO) | 0.2 | $7.9M | 131k | 59.85 | |
| OSI Systems (OSIS) | 0.2 | $7.8M | 31k | 255.06 | |
| AmerisourceBergen (COR) | 0.2 | $7.3M | 22k | 337.75 | |
| Medtronic SHS (MDT) | 0.2 | $7.3M | 76k | 96.06 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $7.2M | 90k | 79.67 | |
| Alcon Ord Shs (ALC) | 0.2 | $7.1M | 91k | 78.81 | |
| Simpson Manufacturing (SSD) | 0.2 | $7.1M | 44k | 161.47 | |
| Emerson Electric (EMR) | 0.2 | $7.0M | 53k | 132.72 | |
| Maximus (MMS) | 0.1 | $6.6M | 76k | 86.32 | |
| Silgan Holdings (SLGN) | 0.1 | $6.3M | 156k | 40.37 | |
| Cadence Design Systems (CDNS) | 0.1 | $6.3M | 20k | 312.58 | |
| AZZ Incorporated (AZZ) | 0.1 | $6.1M | 57k | 107.18 | |
| UnitedHealth (UNH) | 0.1 | $6.0M | 18k | 330.11 | |
| Broadcom (AVGO) | 0.1 | $5.9M | 17k | 346.10 | |
| Abbvie (ABBV) | 0.1 | $5.8M | 26k | 228.49 | |
| Mirion Technologies Com Cl A (MIR) | 0.1 | $5.4M | 230k | 23.42 | |
| International Flavors & Fragrances (IFF) | 0.1 | $5.1M | 76k | 67.39 | |
| Boston Scientific Corporation (BSX) | 0.1 | $5.1M | 53k | 95.35 | |
| Gibraltar Industries (ROCK) | 0.1 | $4.4M | 90k | 49.44 | |
| Palomar Hldgs (PLMR) | 0.1 | $4.4M | 33k | 134.76 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $3.4M | 268k | 12.51 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.1M | 39k | 79.02 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $2.8M | 27k | 103.67 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $2.0M | 43k | 46.48 | |
| Bellring Brands Common Stock (BRBR) | 0.0 | $1.9M | 72k | 26.73 | |
| Cloudflare Cl A Com (NET) | 0.0 | $1.2M | 5.9k | 197.15 | |
| Icon SHS (ICLR) | 0.0 | $1.0M | 5.6k | 182.22 | |
| Columbia Sportswear Company (COLM) | 0.0 | $365k | 6.6k | 55.09 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $358k | 1.5k | 242.82 | |
| Williams-Sonoma (WSM) | 0.0 | $276k | 1.5k | 178.59 | |
| Avery Dennison Corporation (AVY) | 0.0 | $201k | 1.1k | 181.88 |