SAM Sustainable Asset Management

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