SAM Sustainable Asset Management

Robeco Schweiz as of March 31, 2026

Portfolio Holdings for Robeco Schweiz

Robeco Schweiz holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vertiv Holdings Com Cl A (VRT) 3.8 $181M 723k 250.58
Quanta Services (PWR) 3.8 $178M 323k 549.02
Nvent Elec SHS (NVT) 3.6 $169M 1.4M 118.28
Arm Holdings Sponsored Ads (ARM) 3.2 $152M 1.0M 151.28
Lumentum Hldgs (LITE) 3.2 $151M 215k 702.76
Agilent Technologies Inc C ommon (A) 2.7 $127M 1.1M 113.98
First Solar (FSLR) 2.7 $127M 646k 197.26
Analog Devices (ADI) 2.7 $125M 394k 318.14
Autodesk (ADSK) 2.6 $123M 513k 239.40
ON Semiconductor (ON) 2.6 $122M 2.0M 61.92
Marvell Technology (MRVL) 2.5 $119M 1.2M 99.05
Regal-beloit Corporation (RRX) 2.3 $107M 573k 187.26
Monolithic Power Systems (MPWR) 2.2 $104M 95k 1093.35
Nextpower Class A Com (NXT) 2.2 $104M 858k 120.55
Generac Holdings (GNRC) 2.0 $93M 477k 195.33
Itron (ITRI) 1.8 $85M 952k 89.63
Lattice Semiconductor (LSCC) 1.8 $84M 901k 92.76
Xylem (XYL) 1.8 $83M 698k 119.50
Carlisle Companies (CSL) 1.8 $83M 250k 333.62
Veralto Corp Com Shs (VLTO) 1.6 $75M 850k 88.42
Trane Technologies SHS (TT) 1.5 $73M 174k 416.74
IDEX Corporation (IEX) 1.5 $72M 379k 189.55
Tetra Tech (TTEK) 1.5 $69M 2.3M 30.12
Procore Technologies (PCOR) 1.4 $67M 1.2M 57.00
Thermo Fisher Scientific (TMO) 1.4 $64M 131k 491.53
Sunrun (RUN) 1.2 $57M 4.2M 13.56
Danaher Corporation (DHR) 1.2 $55M 288k 189.60
Ferguson Enterprises Common Stock New (FERG) 1.1 $54M 233k 233.26
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 1.1 $54M 1.3M 39.83
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 1.1 $50M 617k 80.94
Ecolab (ECL) 1.0 $50M 186k 266.02
Emcor (EME) 1.0 $47M 64k 738.31
Power Integrations (POWI) 0.9 $45M 870k 51.20
Comfort Systems USA (FIX) 0.9 $43M 32k 1378.99
Waters Corporation (WAT) 0.9 $43M 145k 297.80
Api Group Corp Com Stk (APG) 0.9 $43M 1.0M 40.52
Advanced Drain Sys Inc Del (WMS) 0.9 $42M 308k 137.13
Applied Industrial Technologies (AIT) 0.9 $41M 155k 265.32
Teradyne (TER) 0.9 $40M 136k 296.46
4068594 Enphase Energy (ENPH) 0.8 $40M 1.1M 37.81
Waste Management (WM) 0.8 $39M 171k 229.79
Jacobs Engineering Group (J) 0.8 $39M 303k 127.28
Core & Main Cl A (CNM) 0.8 $38M 761k 49.40
Corning Incorporated (GLW) 0.8 $36M 263k 135.97
Bloom Energy Corp Com Cl A (BE) 0.7 $35M 261k 135.49
Albemarle Corporation (ALB) 0.7 $35M 195k 179.53
Avantor (AVTR) 0.7 $33M 4.2M 7.84
AECOM Technology Corporation (ACM) 0.7 $32M 372k 84.82
Solv Energy Com Shs Cl A (MWH) 0.6 $30M 1.0M 30.03
Coherent Corp (COHR) 0.6 $27M 114k 238.21
Dover Corporation (DOV) 0.6 $27M 130k 208.45
Roper Industries (ROP) 0.6 $27M 75k 353.86
Cintas Corporation (CTAS) 0.6 $26M 155k 169.14
Federal Signal Corporation (FSS) 0.6 $26M 241k 108.14
Pentair SHS (PNR) 0.5 $26M 293k 87.11
Fortune Brands (FBIN) 0.5 $25M 647k 38.97
American Water Works (AWK) 0.5 $25M 183k 136.09
Texas Instruments Incorporated (TXN) 0.5 $24M 124k 194.14
Gfl Environmental Sub Vtg Shs (GFL) 0.5 $24M 577k 41.72
Onto Innovation (ONTO) 0.5 $24M 115k 205.07
Aura Minerals Shs New (AUGO) 0.5 $23M 286k 81.60
NVIDIA Corporation (NVDA) 0.5 $23M 130k 174.40
Keysight Technologies (KEYS) 0.5 $22M 79k 282.37
Viavi Solutions Inc equities (VIAV) 0.5 $22M 660k 33.28
Linde SHS (LIN) 0.5 $22M 44k 495.76
Badger Meter (BMI) 0.5 $22M 141k 152.35
AmerisourceBergen (COR) 0.5 $21M 68k 314.14
Mettler-Toledo International (MTD) 0.5 $21M 17k 1261.20
Nxp Semiconductors N V (NXPI) 0.4 $21M 106k 196.86
HudBay Minerals (HBM) 0.4 $19M 901k 20.90
Watts Water Technologies Cl A (WTS) 0.4 $18M 63k 290.29
Stmicroelectronics N V Ny Registry (STM) 0.4 $18M 528k 34.55
Te Connectivity Ord Shs (TEL) 0.4 $18M 86k 209.02
A. O. Smith Corporation (AOS) 0.4 $18M 269k 65.94
Qualcomm (QCOM) 0.4 $18M 138k 128.78
Republic Services (RSG) 0.4 $17M 77k 219.02
Tesla Motors (TSLA) 0.3 $17M 44k 371.75
Hesai Group Sponsored Ads (HSAI) 0.3 $16M 840k 19.12
Synopsys (SNPS) 0.3 $16M 41k 396.48
Snowflake Com Shs (SNOW) 0.3 $15M 98k 150.82
Spx Corp (SPXC) 0.3 $14M 72k 199.94
Cavco Industries (CVCO) 0.3 $14M 29k 484.29
Broadcom (AVGO) 0.3 $14M 44k 309.51
Valmont Industries (VMI) 0.3 $13M 33k 399.57
Spotify Technology S A SHS (SPOT) 0.3 $13M 27k 484.91
Sprouts Fmrs Mkt (SFM) 0.3 $13M 165k 77.13
CECO Environmental (CECO) 0.3 $12M 199k 59.58
ICF International (ICFI) 0.2 $12M 176k 65.29
Cadence Design Systems (CDNS) 0.2 $11M 40k 277.87
Xpeng Ads (XPEV) 0.2 $11M 622k 17.11
MKS Instruments (MKSI) 0.2 $11M 46k 229.81
Sensient Technologies Corporation (SXT) 0.2 $10M 121k 86.44
Ptc (PTC) 0.2 $10M 71k 142.49
Bentley Sys Com Cl B (BSY) 0.2 $10M 289k 35.12
Commercial Metals Company (CMC) 0.2 $10M 165k 61.43
OSI Systems (OSIS) 0.2 $9.7M 37k 265.51
Mueller Wtr Prods Com Ser A (MWA) 0.2 $9.6M 349k 27.49
WESCO International (WCC) 0.2 $9.6M 35k 273.62
Simpson Manufacturing (SSD) 0.2 $7.6M 44k 171.62
AZZ Incorporated (AZZ) 0.1 $7.1M 57k 125.13
Emerson Electric (EMR) 0.1 $6.9M 53k 131.02
Ingersoll Rand (IR) 0.1 $6.2M 78k 80.12
Cisco Systems (CSCO) 0.1 $5.6M 72k 77.59
Ambarella SHS (AMBA) 0.1 $5.4M 104k 51.48
Alcon Ord Shs (ALC) 0.1 $5.3M 70k 75.35
Medtronic SHS (MDT) 0.1 $5.1M 59k 86.65
Fabrinet SHS (FN) 0.1 $5.1M 9.8k 521.52
Abbvie (ABBV) 0.1 $4.6M 21k 217.49
CVS Caremark Corporation (CVS) 0.1 $4.4M 62k 71.82
Advanced Micro Devices (AMD) 0.1 $4.4M 22k 203.43
Mirion Technologies Com Cl A (MIR) 0.1 $4.3M 230k 18.59
International Flavors & Fragrances (IFF) 0.1 $4.2M 58k 72.55
UnitedHealth (UNH) 0.1 $4.1M 15k 270.59
Colgate-Palmolive Company (CL) 0.1 $2.9M 34k 85.23
Boston Scientific Corporation (BSX) 0.1 $2.8M 44k 62.75
Clean Harbors (CLH) 0.1 $2.7M 9.5k 286.73
Owens Corning (OC) 0.0 $2.2M 21k 108.22
Maximus (MMS) 0.0 $2.0M 31k 64.10
Deckers Outdoor Corporation (DECK) 0.0 $1.8M 18k 100.09
On Hldg Namen Akt A (ONON) 0.0 $1.6M 48k 34.02
Eli Lilly & Co. (LLY) 0.0 $1.3M 1.4k 919.77
Veeva Sys Cl A Com (VEEV) 0.0 $687k 3.9k 175.66
Trimble Navigation (TRMB) 0.0 $411k 6.3k 65.23
SJW (HTO) 0.0 $360k 6.1k 58.67
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $349k 1.7k 209.08
Vital Farms (VITL) 0.0 $287k 20k 14.12