Robeco Schweiz AG Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$6.0B

Holdings

119

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (119 positions)

StockValue
PTCPTC INC
$188.8B
AG8AGILENT TECHNOLOGIES INC
$180.5B
ONON SEMICONDUCTOR CORP
$169.2B
ARMARM HOLDINGS PLC
$160.1B
XYLXYLEM INC
$160.0B
MPWRMONOLITHIC PWR SYS INC
$157.9B
PWRQUANTA SVCS INC
$151.4B
ALBALBEMARLE CORP
$147.4B
AVTRAVANTOR INC
$146.7B
VLTOVERALTO CORP
$145.6B
ADSKAUTODESK INC
$142.8B
RRXREGAL REXNORD CORPORATION
$137.7B
MRVLMARVELL TECHNOLOGY INC
$135.0B
VRTVERTIV HOLDINGS CO
$134.2B
CSLCARLISLE COS INC
$133.4B
FSLRFIRST SOLAR INC
$110.9B
TMOTHERMO FISHER SCIENTIFIC INC
$108.8B
WATWATERS CORP
$106.2B
LSCCLATTICE SEMICONDUCTOR CORP
$105.3B
PNRPENTAIR PLC
$102.8B
AOSSMITH A O CORP
$83.7B
NVTNVENT ELECTRIC PLC
$83.4B
ECLECOLAB INC
$82.6B
PWIPOWER INTEGRATIONS INC
$78.5B
RUNSUNRUN INC
$73.3B
ACMAECOM
$72.7B
AWCAMERICAN WTR WKS CO INC NEW
$70.8B
TERTERADYNE INC
$70.2B
SQMSOCIEDAD QUIMICA Y MINERA DE
$68.7B
MTDMETTLER TOLEDO INTERNATIONAL
$67.2B
DHRDANAHER CORPORATION
$65.0B
AKXANSYS INC
$64.1B
DOVDOVER CORP
$63.4B
CITCINTAS CORP
$63.2B
CNMCORE & MAIN INC
$62.7B
FERGFERGUSON PLC NEW
$61.8B
PCORPROCORE TECHNOLOGIES INC
$60.9B
ONTOONTO INNOVATION INC
$59.9B
IEXIDEX CORP
$59.9B
ADIANALOG DEVICES INC
$59.5B
FBINFORTUNE BRANDS INNOVATIONS I
$58.7B
TSLATESLA INC
$56.9B
ITRIITRON INC
$55.2B
SEDGSOLAREDGE TECHNOLOGIES INC
$54.0B
BLDTOPBUILD CORP
$53.5B
NXPINXP SEMICONDUCTORS N V
$51.2B
ARRYARRAY TECHNOLOGIES INC
$48.7B
OCOWENS CORNING NEW
$48.2B
CLHCLEAN HARBORS INC
$46.8B
STMSTMICROELECTRONICS N V
$46.5B
TELTE CONNECTIVITY LTD
$46.1B
FELEFRANKLIN ELEC INC
$45.9B
TXNTEXAS INSTRS INC
$43.1B
SLABSILICON LABORATORIES INC
$42.7B
QCOMQUALCOMM INC
$41.3B
SRCLSTERICYCLE INC
$40.8B
MASMASCO CORP
$40.2B
TTEKTETRA TECH INC NEW
$39.5B
APTVAPTIV PLC
$35.9B
VMIVALMONT INDS INC
$35.2B
LITELUMENTUM HLDGS INC
$34.5B
XPEVXPENG INC
$34.1B
ROPROPER TECHNOLOGIES INC
$33.4B
OLEDUNIVERSAL DISPLAY CORP
$32.5B
AITAPPLIED INDL TECHNOLOGIES IN
$32.2B
AGREURAVANGRID INC
$30.3B
IRINGERSOLL RAND INC
$29.6B
LKQ1LKQ CORP
$29.2B
FSSFEDERAL SIGNAL CORP
$28.7B
LINLINDE PLC
$27.4B
AMPSUSDALTUS POWER INC
$27.3B
AWRAMER STATES WTR CO
$26.3B
CCEPCOCA-COLA EUROPACIFIC PARTNE
$24.3B
AMBAAMBARELLA INC
$22.6B
BSYBENTLEY SYS INC
$21.5B
KEYSKEYSIGHT TECHNOLOGIES INC
$21.0B
SPXCSPX TECHNOLOGIES INC
$19.6B
REZIRESIDEO TECHNOLOGIES INC
$19.5B
ICFIICF INTL INC
$18.9B
WTSWATTS WATER TECHNOLOGIES INC
$17.9B
LNNLINDSAY CORP
$17.8B
QA4AGENTHERM INC
$16.2B
GLWCORNING INC
$15.9B
BSXBOSTON SCIENTIFIC CORP
$15.5B
CVSCVS HEALTH CORP
$14.6B
LTHM1EURLIVENT CORP
$14.5B
DECKDECKERS OUTDOOR CORP
$13.5B
UNHUNITEDHEALTH GROUP INC
$12.1B
ERIIENERGY RECOVERY INC
$11.6B
ALCALCON AG
$11.6B
BRBRBELLRING BRANDS INC
$11.1B
NOMDNOMAD FOODS LTD
$9.8B
MMSMAXIMUS INC
$9.2B
MDTMEDTRONIC PLC
$9.0B
IFFINTERNATIONAL FLAVORS&FRAGRA
$8.0B
BBWIBATH & BODY WORKS INC
$7.1B
NKENIKE INC
$6.7B
NVDANVIDIA CORPORATION
$6.7B
CVCOCAVCO INDS INC DEL
$6.2B
SSFSENSIENT TECHNOLOGIES CORP
$6.1B
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