Robeco Schweiz AG Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$4.1T

Holdings

129

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
ADSKAUTODESK INC
621,783$162.8B4.00%
2
AVTRAVANTOR INC
8,288,920$134.4B3.31%
3
AG8AGILENT TECHNOLOGIES INC
1,102,715$129.0B3.17%
4
XYLXYLEM INC
996,226$119.0B2.93%
5
PTCPTC INC
667,276$103.4B2.54%
6
TTEKTETRA TECH INC NEW
3,192,116$93.4B2.30%
7
CSLCARLISLE COS INC
270,430$92.1B2.27%
8
FERGFERGUSON ENTERPRISES INC
566,450$90.8B2.23%
9
PWRQUANTA SVCS INC
350,496$89.1B2.19%
10
CNMCORE & MAIN INC
1,817,344$87.8B2.16%
11
WMWASTE MGMT INC DEL
360,350$83.4B2.05%
12
ARMARM HOLDINGS PLC
778,291$83.1B2.04%
13
PCORPROCORE TECHNOLOGIES INC
1,258,265$83.1B2.04%
14
VLTOVERALTO CORP
838,144$81.7B2.01%
15
NVTNVENT ELECTRIC PLC
1,532,255$80.3B1.98%
16
RRXREGAL REXNORD CORPORATION
687,899$78.3B1.93%
17
VRTVERTIV HOLDINGS CO
1,058,947$76.5B1.88%
18
FSLRFIRST SOLAR INC
604,011$76.4B1.88%
19
ADIANALOG DEVICES INC
364,931$73.6B1.81%
20
TMOTHERMO FISHER SCIENTIFIC INC
136,557$68.0B1.67%
21
MPWRMONOLITHIC PWR SYS INC
116,046$67.3B1.66%
22
DHRDANAHER CORPORATION
327,058$67.0B1.65%
23
MRVLMARVELL TECHNOLOGY INC
1,008,780$62.1B1.53%
24
CLHCLEAN HARBORS INC
296,656$58.5B1.44%
25
BEPCBROOKFIELD RENEWABLE CORP
2,048,008$57.2B1.41%
26
ECLECOLAB INC
213,886$54.2B1.33%
27
PNRPENTAIR PLC
616,259$53.9B1.33%
28
AWCAMERICAN WTR WKS CO INC NEW
364,182$53.7B1.32%
29
ONON SEMICONDUCTOR CORP
1,299,042$52.9B1.30%
30
WATWATERS CORP
142,523$52.5B1.29%
31
LSCCLATTICE SEMICONDUCTOR CORP
978,066$51.3B1.26%
32
IEXIDEX CORP
277,779$50.3B1.24%
33
MTDMETTLER TOLEDO INTERNATIONAL
39,864$47.1B1.16%
34
SQMSOCIEDAD QUIMICA Y MINERA DE
1,165,600$46.3B1.14%
35
NXTNEXTRACKER INC
990,591$41.7B1.03%
36
FIXCOMFORT SYS USA INC
129,252$41.7B1.02%
37
ACMAECOM
433,236$40.2B0.99%
38
FBINFORTUNE BRANDS INNOVATIONS I
651,089$39.6B0.98%
39
AITAPPLIED INDL TECHNOLOGIES IN
171,950$38.7B0.95%
40
WMSADVANCED DRAIN SYS INC DEL
321,941$35.0B0.86%
41
PWIPOWER INTEGRATIONS INC
674,328$34.1B0.84%
42
LITELUMENTUM HLDGS INC
526,816$32.8B0.81%
43
GFLGFL ENVIRONMENTAL INC
677,378$32.7B0.81%
44
APGAPI GROUP CORP
904,190$32.3B0.80%
45
ITRIITRON INC
296,545$31.1B0.76%
46
ROPROPER TECHNOLOGIES INC
52,338$30.9B0.76%
47
TXNTEXAS INSTRS INC
169,504$30.5B0.75%
48
CITCINTAS CORP
147,884$30.4B0.75%
49
JCIJOHNSON CTLS INTL PLC
375,196$30.1B0.74%
50
QCOMQUALCOMM INC
192,795$29.6B0.73%
51
ALBALBEMARLE CORP
392,810$28.3B0.70%
52
NXPINXP SEMICONDUCTORS N V
141,700$26.9B0.66%
53
IRINGERSOLL RAND INC
324,928$26.0B0.64%
54
TSLATESLA INC
99,579$25.8B0.63%
55
LINLINDE PLC
55,332$25.8B0.63%
56
XPEVXPENG INC
1,159,769$24.0B0.59%
57
DOVDOVER CORP
133,802$23.5B0.58%
58
TERTERADYNE INC
265,269$21.9B0.54%
59
TELTE CONNECTIVITY PLC
151,160$21.4B0.53%
60
EMEEMCOR GROUP INC
57,197$21.1B0.52%
61
AMBAAMBARELLA INC
419,120$21.1B0.52%
62
AOSSMITH A O CORP
316,637$20.7B0.51%
63
FSSFEDERAL SIGNAL CORP
278,848$20.5B0.50%
64
RSGREPUBLIC SVCS INC
81,377$19.7B0.48%
65
AOSLALPHA & OMEGA SEMICONDUCTOR
781,752$19.4B0.48%
66
VMIVALMONT INDS INC
67,125$19.2B0.47%
67
AWRAMER STATES WTR CO
243,367$19.1B0.47%
68
SSFSENSIENT TECHNOLOGIES CORP
235,372$17.5B0.43%
69
ONTOONTO INNOVATION INC
131,910$16.0B0.39%
70
MASMASCO CORP
210,434$14.6B0.36%
71
WTSWATTS WATER TECHNOLOGIES INC
70,793$14.4B0.36%
72
STMSTMICROELECTRONICS N V
656,150$14.4B0.35%
73
ICFIICF INTL INC
169,326$14.4B0.35%
74
MDTMEDTRONIC PLC
154,543$13.9B0.34%
75
NVDANVIDIA CORPORATION
126,300$13.7B0.34%
76
CVCOCAVCO INDS INC DEL
25,300$13.1B0.32%
77
LNNLINDSAY CORP
103,436$13.1B0.32%
78
ALCALCON AG
133,242$12.6B0.31%
79
BSYBENTLEY SYS INC
306,706$12.1B0.30%
80
UNHUNITEDHEALTH GROUP INC
22,971$12.0B0.30%
81
INVHINVITATION HOMES INC
344,000$12.0B0.29%
82
CECOCECO ENVIRONMENTAL CORP
518,253$11.8B0.29%
83
SFMSPROUTS FMRS MKT INC
75,686$11.6B0.28%
84
KEYSKEYSIGHT TECHNOLOGIES INC
77,000$11.5B0.28%
85
CCEPCOCA-COLA EUROPACIFIC PARTNE
129,631$11.3B0.28%
86
SLGNSILGAN HLDGS INC
217,187$11.1B0.27%
87
BRBRBELLRING BRANDS INC
141,908$10.6B0.26%
88
BSXBOSTON SCIENTIFIC CORP
102,769$10.4B0.26%
89
GLWCORNING INC
225,500$10.3B0.25%
90
REZIRESIDEO TECHNOLOGIES INC
576,021$10.2B0.25%
91
ERIIENERGY RECOVERY INC
612,689$9.7B0.24%
92
ITWILLINOIS TOOL WKS INC
38,000$9.4B0.23%
93
CVSCVS HEALTH CORP
128,020$8.7B0.21%
94
NOMDNOMAD FOODS LTD
433,484$8.5B0.21%
95
DELLDELL TECHNOLOGIES INC
91,000$8.3B0.20%
96
ABBVABBVIE INC
39,047$8.2B0.20%
97
OCOWENS CORNING NEW
54,382$7.8B0.19%
98
MMSMAXIMUS INC
109,411$7.5B0.18%
99
SNOWSNOWFLAKE INC
48,000$7.0B0.17%
100
CYBRCYBERARK SOFTWARE LTD
20,000$6.8B0.17%
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