Robeco Schweiz AG Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$4.3T
Holdings
126
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 585,235 | $181.2B | 4.18% | |
| 2 | AG8AGILENT TECHNOLOGIES INC | 1,204,787 | $142.2B | 3.28% | |
| 3 | VRTVERTIV HOLDINGS CO | 1,036,098 | $133.0B | 3.07% | |
| 4 | PWRQUANTA SVCS INC | 333,217 | $126.0B | 2.91% | |
| 5 | ARMARM HOLDINGS PLC | 731,496 | $118.3B | 2.73% | |
| 6 | AVTRAVANTOR INC | 8,727,184 | $117.5B | 2.71% | |
| 7 | XYLXYLEM INC | 880,936 | $114.0B | 2.63% | |
| 8 | NVTNVENT ELECTRIC PLC | 1,463,805 | $107.2B | 2.47% | |
| 9 | FSLRFIRST SOLAR INC | 631,690 | $104.6B | 2.41% | |
| 10 | FERGFERGUSON ENTERPRISES INC | 463,674 | $101.0B | 2.33% | |
| 11 | TTEKTETRA TECH INC NEW | 2,797,934 | $100.6B | 2.32% | |
| 12 | CSLCARLISLE COS INC | 257,260 | $96.1B | 2.22% | |
| 13 | RRXREGAL REXNORD CORPORATION | 629,822 | $91.3B | 2.11% | |
| 14 | ADIANALOG DEVICES INC | 349,855 | $83.3B | 1.92% | |
| 15 | PCORPROCORE TECHNOLOGIES INC | 1,203,657 | $82.4B | 1.90% | |
| 16 | PTCPTC INC | 476,080 | $82.0B | 1.89% | |
| 17 | VLTOVERALTO CORP | 801,150 | $80.9B | 1.87% | |
| 18 | WMWASTE MGMT INC DEL | 350,650 | $80.2B | 1.85% | |
| 19 | MPWRMONOLITHIC PWR SYS INC | 106,743 | $78.1B | 1.80% | |
| 20 | ONON SEMICONDUCTOR CORP | 1,436,644 | $75.3B | 1.74% | |
| 21 | MRVLMARVELL TECHNOLOGY INC | 960,788 | $74.4B | 1.72% | |
| 22 | DHRDANAHER CORPORATION | 332,551 | $65.7B | 1.52% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 161,597 | $65.5B | 1.51% | |
| 24 | WATWATERS CORP | 185,460 | $64.7B | 1.49% | |
| 25 | BEPCBROOKFIELD RENEWABLE CORP | 1,942,946 | $63.7B | 1.47% | |
| 26 | CNMCORE & MAIN INC | 1,044,695 | $63.0B | 1.46% | |
| 27 | PNRPENTAIR PLC | 562,682 | $57.8B | 1.33% | |
| 28 | LITELUMENTUM HLDGS INC | 575,819 | $54.7B | 1.26% | |
| 29 | NXTNEXTRACKER INC | 942,527 | $51.2B | 1.18% | |
| 30 | ECLECOLAB INC | 186,680 | $50.3B | 1.16% | |
| 31 | FIXCOMFORT SYS USA INC | 88,278 | $47.3B | 1.09% | |
| 32 | MTDMETTLER TOLEDO INTERNATIONAL | 40,006 | $47.0B | 1.08% | |
| 33 | CLHCLEAN HARBORS INC | 201,545 | $46.6B | 1.08% | |
| 34 | APGAPI GROUP CORP | 901,190 | $46.0B | 1.06% | |
| 35 | LSCCLATTICE SEMICONDUCTOR CORP | 928,730 | $45.5B | 1.05% | |
| 36 | AITAPPLIED INDL TECHNOLOGIES IN | 186,950 | $43.5B | 1.00% | |
| 37 | ACMAECOM | 379,523 | $42.8B | 0.99% | |
| 38 | IEXIDEX CORP | 237,337 | $41.7B | 0.96% | |
| 39 | AWCAMERICAN WTR WKS CO INC NEW | 298,823 | $41.6B | 0.96% | |
| 40 | SQMSOCIEDAD QUIMICA Y MINERA DE | 1,107,900 | $39.1B | 0.90% | |
| 41 | WMSADVANCED DRAIN SYS INC DEL | 332,563 | $38.2B | 0.88% | |
| 42 | JCIJOHNSON CTLS INTL PLC | 358,910 | $37.9B | 0.87% | |
| 43 | ITRIITRON INC | 283,672 | $37.3B | 0.86% | |
| 44 | TXNTEXAS INSTRS INC | 174,084 | $36.1B | 0.83% | |
| 45 | PWIPOWER INTEGRATIONS INC | 645,060 | $36.1B | 0.83% | |
| 46 | IRINGERSOLL RAND INC | 421,928 | $35.1B | 0.81% | |
| 47 | FBINFORTUNE BRANDS INNOVATIONS I | 676,296 | $34.8B | 0.80% | |
| 48 | NXPINXP SEMICONDUCTORS N V | 145,400 | $31.8B | 0.73% | |
| 49 | QCOMQUALCOMM INC | 187,295 | $29.8B | 0.69% | |
| 50 | TERTERADYNE INC | 327,269 | $29.4B | 0.68% | |
| 51 | EMEEMCOR GROUP INC | 52,897 | $28.3B | 0.65% | |
| 52 | GFLGFL ENVIRONMENTAL INC | 542,263 | $27.4B | 0.63% | |
| 53 | FSSFEDERAL SIGNAL CORP | 245,538 | $26.1B | 0.60% | |
| 54 | TELTE CONNECTIVITY PLC | 146,410 | $24.7B | 0.57% | |
| 55 | RSGREPUBLIC SVCS INC | 99,130 | $24.4B | 0.56% | |
| 56 | ALBALBEMARLE CORP | 387,710 | $24.3B | 0.56% | |
| 57 | ROPROPER TECHNOLOGIES INC | 42,170 | $23.9B | 0.55% | |
| 58 | DOVDOVER CORP | 124,802 | $22.9B | 0.53% | |
| 59 | STMSTMICROELECTRONICS N V | 680,710 | $20.7B | 0.48% | |
| 60 | NVDANVIDIA CORPORATION | 129,500 | $20.5B | 0.47% | |
| 61 | AOSLALPHA & OMEGA SEMICONDUCTOR | 782,503 | $20.1B | 0.46% | |
| 62 | SSFSENSIENT TECHNOLOGIES CORP | 197,071 | $19.4B | 0.45% | |
| 63 | AOSSMITH A O CORP | 293,637 | $19.3B | 0.44% | |
| 64 | CITCINTAS CORP | 82,446 | $18.4B | 0.42% | |
| 65 | AWRAMER STATES WTR CO | 237,367 | $18.2B | 0.42% | |
| 66 | VMIVALMONT INDS INC | 54,910 | $17.9B | 0.41% | |
| 67 | LINLINDE PLC | 36,382 | $17.1B | 0.39% | |
| 68 | AMBAAMBARELLA INC | 253,120 | $16.7B | 0.39% | |
| 69 | WTSWATTS WATER TECHNOLOGIES INC | 67,493 | $16.6B | 0.38% | |
| 70 | BSYBENTLEY SYS INC | 296,706 | $16.0B | 0.37% | |
| 71 | TSLATESLA INC | 48,720 | $15.5B | 0.36% | |
| 72 | ICFIICF INTL INC | 175,993 | $14.9B | 0.34% | |
| 73 | ONTOONTO INNOVATION INC | 131,910 | $13.3B | 0.31% | |
| 74 | GLWCORNING INC | 248,500 | $13.1B | 0.30% | |
| 75 | DELLDELL TECHNOLOGIES INC | 105,800 | $13.0B | 0.30% | |
| 76 | CECOCECO ENVIRONMENTAL CORP | 452,223 | $12.8B | 0.30% | |
| 77 | KEYSKEYSIGHT TECHNOLOGIES INC | 77,000 | $12.6B | 0.29% | |
| 78 | SFMSPROUTS FMRS MKT INC | 75,244 | $12.4B | 0.29% | |
| 79 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 129,701 | $12.0B | 0.28% | |
| 80 | INVHINVITATION HOMES INC | 360,000 | $11.8B | 0.27% | |
| 81 | SLGNSILGAN HLDGS INC | 217,187 | $11.8B | 0.27% | |
| 82 | REZIRESIDEO TECHNOLOGIES INC | 532,021 | $11.7B | 0.27% | |
| 83 | HBMHUDBAY MINERALS INC | 1,075,000 | $11.4B | 0.26% | |
| 84 | COHRCOHERENT CORP | 127,000 | $11.3B | 0.26% | |
| 85 | MDTMEDTRONIC PLC | 124,594 | $10.9B | 0.25% | |
| 86 | SNOWSNOWFLAKE INC | 48,000 | $10.7B | 0.25% | |
| 87 | ALCALCON AG | 116,001 | $10.2B | 0.24% | |
| 88 | CVCOCAVCO INDS INC DEL | 22,700 | $9.9B | 0.23% | |
| 89 | CLSCELESTICA INC | 61,500 | $9.6B | 0.22% | |
| 90 | ITWILLINOIS TOOL WKS INC | 38,000 | $9.4B | 0.22% | |
| 91 | GDDYGODADDY INC | 50,700 | $9.1B | 0.21% | |
| 92 | BSXBOSTON SCIENTIFIC CORP | 82,082 | $8.8B | 0.20% | |
| 93 | SNPSSYNOPSYS INC | 16,300 | $8.4B | 0.19% | |
| 94 | HSAIHESAI GROUP | 380,000 | $8.3B | 0.19% | |
| 95 | JT5MUELLER WTR PRODS INC | 343,683 | $8.3B | 0.19% | |
| 96 | CYBRCYBERARK SOFTWARE LTD | 20,000 | $8.1B | 0.19% | |
| 97 | BRBRBELLRING BRANDS INC | 132,476 | $7.7B | 0.18% | |
| 98 | NETCLOUDFLARE INC | 38,400 | $7.5B | 0.17% | |
| 99 | ERIIENERGY RECOVERY INC | 562,689 | $7.2B | 0.17% | |
| 100 | MMSMAXIMUS INC | 102,139 | $7.2B | 0.17% |
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