Robeco Schweiz as of June 30, 2026
Portfolio Holdings for Robeco Schweiz
Robeco Schweiz holds 126 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arm Holdings Sponsored Ads (ARM) | 4.7 | $293M | 827k | 354.57 | |
| Marvell Technology (MRVL) | 4.6 | $286M | 961k | 297.89 | |
| Nvent Elec SHS (NVT) | 3.9 | $246M | 1.5M | 169.61 | |
| Quanta Services (PWR) | 3.8 | $235M | 326k | 720.04 | |
| Vertiv Holdings Com Cl A (VRT) | 3.4 | $214M | 638k | 334.82 | |
| Analog Devices (ADI) | 3.4 | $210M | 528k | 397.17 | |
| Regal-beloit Corporation (RRX) | 2.7 | $168M | 706k | 238.19 | |
| ON Semiconductor (ON) | 2.6 | $163M | 1.7M | 94.54 | |
| Lumentum Hldgs (LITE) | 2.5 | $158M | 184k | 858.06 | |
| First Solar (FSLR) | 2.5 | $154M | 652k | 235.96 | |
| Generac Holdings (GNRC) | 2.3 | $141M | 482k | 292.81 | |
| Lattice Semiconductor (LSCC) | 2.2 | $139M | 910k | 152.96 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $134M | 1.0M | 132.83 | |
| Monolithic Power Systems (MPWR) | 2.1 | $133M | 96k | 1382.36 | |
| Power Integrations (POWI) | 1.8 | $112M | 1.3M | 83.76 | |
| Nextpower Class A Com (NXT) | 1.7 | $103M | 866k | 119.14 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $102M | 2.1M | 49.24 | |
| Autodesk (ADSK) | 1.6 | $100M | 513k | 194.42 | |
| Xylem (XYL) | 1.5 | $96M | 814k | 118.21 | |
| Bloom Energy Corp Com Cl A (BE) | 1.5 | $96M | 317k | 302.70 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $96M | 191k | 501.36 | |
| Carlisle Companies (CSL) | 1.5 | $91M | 252k | 362.75 | |
| Itron (ITRI) | 1.5 | $91M | 1.1M | 86.53 | |
| Solv Energy Com Shs Cl A (MWH) | 1.4 | $90M | 2.6M | 34.05 | |
| Tetra Tech (TTEK) | 1.4 | $90M | 3.1M | 28.89 | |
| Trane Technologies SHS (TT) | 1.4 | $86M | 176k | 491.16 | |
| Veralto Corp Com Shs (VLTO) | 1.3 | $78M | 882k | 88.68 | |
| IDEX Corporation (IEX) | 1.2 | $73M | 322k | 226.95 | |
| Corning Incorporated (GLW) | 1.2 | $72M | 283k | 255.43 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.1 | $66M | 276k | 237.33 | |
| Teradyne (TER) | 1.0 | $63M | 129k | 483.84 | |
| Ecolab (ECL) | 1.0 | $61M | 217k | 278.61 | |
| Danaher Corporation (DHR) | 0.9 | $59M | 310k | 190.48 | |
| Fervo Energy Cl A Com | 0.9 | $58M | 2.0M | 29.23 | |
| Waters Corporation (WAT) | 0.9 | $57M | 152k | 375.04 | |
| Sunrun (RUN) | 0.9 | $57M | 4.3M | 13.38 | |
| Onto Innovation (ONTO) | 0.9 | $56M | 147k | 378.45 | |
| Emcor (EME) | 0.9 | $54M | 66k | 829.88 | |
| Applied Industrial Technologies (AIT) | 0.8 | $51M | 151k | 338.15 | |
| Waste Management (WM) | 0.8 | $49M | 220k | 222.88 | |
| Procore Technologies (PCOR) | 0.8 | $48M | 1.2M | 40.62 | |
| Viavi Solutions Inc equities (VIAV) | 0.7 | $43M | 896k | 47.75 | |
| Advanced Drain Sys Inc Del (WMS) | 0.7 | $43M | 272k | 156.96 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.7 | $41M | 556k | 74.04 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.6 | $40M | 539k | 74.89 | |
| Jacobs Engineering Group (J) | 0.6 | $38M | 304k | 126.00 | |
| Api Group Corp Com Stk (APG) | 0.6 | $38M | 892k | 42.35 | |
| Spx Corp (SPXC) | 0.6 | $38M | 153k | 245.17 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $36M | 122k | 298.07 | |
| Linde SHS (LIN) | 0.6 | $36M | 69k | 518.94 | |
| Fortune Brands (FBIN) | 0.6 | $35M | 631k | 54.90 | |
| Core & Main Cl A (CNM) | 0.6 | $34M | 712k | 48.25 | |
| Timken Company (TKR) | 0.5 | $34M | 235k | 145.32 | |
| Watts Water Technologies Cl A (WTS) | 0.5 | $33M | 85k | 391.45 | |
| Albemarle Corporation (ALB) | 0.5 | $32M | 235k | 135.03 | |
| Pentair SHS (PNR) | 0.5 | $31M | 404k | 76.66 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $31M | 108k | 281.03 | |
| Keysight Technologies (KEYS) | 0.5 | $30M | 86k | 350.07 | |
| Coherent Corp (COHR) | 0.5 | $29M | 74k | 394.47 | |
| Roper Industries (ROP) | 0.5 | $29M | 87k | 338.39 | |
| Mettler-Toledo International (MTD) | 0.5 | $29M | 23k | 1277.51 | |
| MKS Instruments (MKSI) | 0.5 | $29M | 65k | 444.80 | |
| HudBay Minerals (HBM) | 0.5 | $29M | 1.2M | 23.61 | |
| Dover Corporation (DOV) | 0.5 | $28M | 126k | 224.28 | |
| Cintas Corporation (CTAS) | 0.4 | $26M | 155k | 170.08 | |
| Qualcomm (QCOM) | 0.4 | $26M | 140k | 184.79 | |
| NVIDIA Corporation (NVDA) | 0.4 | $26M | 130k | 200.09 | |
| Aura Minerals Shs New (AUGO) | 0.4 | $26M | 407k | 62.95 | |
| American Water Works (AWK) | 0.4 | $26M | 194k | 131.58 | |
| AECOM Technology Corporation (ACM) | 0.4 | $24M | 346k | 69.80 | |
| Madison Air Solutions Corp Com Shs Cl A | 0.4 | $24M | 611k | 39.00 | |
| Comfort Systems USA (FIX) | 0.4 | $23M | 12k | 1981.95 | |
| WESCO International (WCC) | 0.4 | $23M | 65k | 345.43 | |
| Cadence Design Systems (CDNS) | 0.4 | $22M | 59k | 375.32 | |
| Terex Corporation (TEX) | 0.3 | $22M | 299k | 72.39 | |
| Tesla Motors (TSLA) | 0.3 | $19M | 45k | 420.60 | |
| Snowflake Com Shs (SNOW) | 0.3 | $18M | 72k | 254.50 | |
| Cavco Industries (CVCO) | 0.3 | $18M | 29k | 614.38 | |
| Te Connectivity Ord Shs (TEL) | 0.3 | $18M | 87k | 201.61 | |
| Republic Services (RSG) | 0.3 | $17M | 82k | 213.08 | |
| Veeco Instruments (VECO) | 0.3 | $17M | 230k | 75.80 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.3 | $17M | 465k | 36.79 | |
| AZZ Incorporated (AZZ) | 0.3 | $17M | 109k | 155.05 | |
| A. O. Smith Corporation (AOS) | 0.3 | $16M | 253k | 62.72 | |
| Hesai Group Sponsored Ads (HSAI) | 0.2 | $15M | 833k | 18.22 | |
| CECO Environmental (CECO) | 0.2 | $15M | 165k | 90.74 | |
| Avantor (AVTR) | 0.2 | $15M | 1.5M | 9.90 | |
| Commercial Metals Company (CMC) | 0.2 | $14M | 229k | 62.75 | |
| Bentley Sys Com Cl B (BSY) | 0.2 | $14M | 456k | 29.89 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $14M | 30k | 459.13 | |
| Simpson Manufacturing (SSD) | 0.2 | $13M | 64k | 209.35 | |
| ICF International (ICFI) | 0.2 | $12M | 164k | 72.86 | |
| Synopsys (SNPS) | 0.2 | $12M | 26k | 446.07 | |
| Badger Meter (BMI) | 0.2 | $11M | 76k | 148.38 | |
| Cerebras Systems Com Cl A (CBRS) | 0.2 | $9.9M | 45k | 221.00 | |
| Owens Corning (OC) | 0.2 | $9.5M | 60k | 158.96 | |
| Ambarella SHS (AMBA) | 0.1 | $9.1M | 106k | 85.80 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $9.0M | 349k | 25.83 | |
| Cisco Systems (CSCO) | 0.1 | $8.5M | 72k | 117.46 | |
| Xpeng Ads (XPEV) | 0.1 | $8.4M | 634k | 13.24 | |
| Ptc (PTC) | 0.1 | $8.3M | 73k | 113.61 | |
| Advanced Micro Devices (AMD) | 0.1 | $8.1M | 14k | 580.91 | |
| Novanta (NOVT) | 0.1 | $8.1M | 50k | 162.24 | |
| OSI Systems (OSIS) | 0.1 | $8.0M | 37k | 218.70 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $7.8M | 92k | 84.58 | |
| Mirion Technologies Com Cl A (MIR) | 0.1 | $7.6M | 424k | 17.93 | |
| Emerson Electric (EMR) | 0.1 | $7.6M | 53k | 143.15 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $7.2M | 59k | 123.29 | |
| CVS Caremark Corporation (CVS) | 0.1 | $5.4M | 52k | 103.45 | |
| Abbvie (ABBV) | 0.1 | $5.3M | 21k | 251.64 | |
| UnitedHealth (UNH) | 0.1 | $4.6M | 11k | 415.63 | |
| Alcon Ord Shs (ALC) | 0.1 | $4.3M | 64k | 67.10 | |
| International Flavors & Fragrances (IFF) | 0.1 | $3.4M | 42k | 79.22 | |
| Medtronic SHS (MDT) | 0.0 | $3.1M | 39k | 78.23 | |
| Colgate-Palmolive Company (CL) | 0.0 | $3.1M | 33k | 91.68 | |
| Clean Harbors (CLH) | 0.0 | $2.8M | 9.5k | 298.75 | |
| Eli Lilly & Co. (LLY) | 0.0 | $2.0M | 1.6k | 1199.43 | |
| Celestica (CLS) | 0.0 | $1.8M | 5.0k | 364.80 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.8M | 18k | 99.29 | |
| Boston Scientific Corporation (BSX) | 0.0 | $1.7M | 39k | 42.68 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.6M | 5.9k | 263.26 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $1.6M | 44k | 35.42 | |
| Edwards Lifesciences (EW) | 0.0 | $1.5M | 17k | 90.46 | |
| Maximus (MMS) | 0.0 | $1.1M | 21k | 53.76 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $694k | 3.9k | 177.47 | |
| Vital Farms (VITL) | 0.0 | $174k | 15k | 11.63 |
