Robeco Schweiz AG Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$4.5T
Holdings
129
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 507,280 | $150.2B | 3.36% | |
| 2 | LITELUMENTUM HLDGS INC | 400,097 | $147.5B | 3.30% | |
| 3 | NVTNVENT ELECTRIC PLC | 1,411,365 | $143.9B | 3.22% | |
| 4 | AG8AGILENT TECHNOLOGIES INC | 1,049,058 | $142.7B | 3.20% | |
| 5 | VRTVERTIV HOLDINGS CO | 873,883 | $141.6B | 3.17% | |
| 6 | FSLRFIRST SOLAR INC | 539,078 | $140.8B | 3.16% | |
| 7 | PWRQUANTA SVCS INC | 320,061 | $135.1B | 3.03% | |
| 8 | XYLXYLEM INC | 762,259 | $103.8B | 2.33% | |
| 9 | MPWRMONOLITHIC PWR SYS INC | 95,018 | $86.1B | 1.93% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 1,156,128 | $84.1B | 1.88% | |
| 11 | AVTRAVANTOR INC | 7,280,961 | $83.4B | 1.87% | |
| 12 | ADIANALOG DEVICES INC | 305,297 | $82.8B | 1.86% | |
| 13 | RRXREGAL REXNORD CORPORATION | 567,335 | $79.6B | 1.78% | |
| 14 | CSLCARLISLE COS INC | 247,111 | $79.0B | 1.77% | |
| 15 | NXTNEXTPOWER INC | 905,310 | $78.9B | 1.77% | |
| 16 | TTEKTETRA TECH INC NEW | 2,347,104 | $78.7B | 1.76% | |
| 17 | MRVLMARVELL TECHNOLOGY INC | 922,851 | $78.4B | 1.76% | |
| 18 | IEXIDEX CORP | 412,636 | $73.4B | 1.65% | |
| 19 | VLTOVERALTO CORP | 733,011 | $73.1B | 1.64% | |
| 20 | ARMARM HOLDINGS PLC | 662,665 | $72.4B | 1.62% | |
| 21 | ONON SEMICONDUCTOR CORP | 1,305,189 | $70.7B | 1.58% | |
| 22 | WMWASTE MGMT INC DEL | 309,312 | $68.0B | 1.52% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 115,205 | $66.8B | 1.50% | |
| 24 | LSCCLATTICE SEMICONDUCTOR CORP | 892,057 | $65.6B | 1.47% | |
| 25 | PTCPTC INC | 371,345 | $64.7B | 1.45% | |
| 26 | DHRDANAHER CORPORATION | 269,328 | $61.7B | 1.38% | |
| 27 | ECLECOLAB INC | 231,059 | $60.7B | 1.36% | |
| 28 | FERGFERGUSON ENTERPRISES INC | 250,574 | $55.8B | 1.25% | |
| 29 | RUNSUNRUN INC | 2,946,776 | $54.2B | 1.21% | |
| 30 | APGAPI GROUP CORP | 1,401,270 | $53.6B | 1.20% | |
| 31 | WMSADVANCED DRAIN SYS INC DEL | 364,310 | $52.8B | 1.18% | |
| 32 | GNRCGENERAC HLDGS INC | 374,129 | $51.0B | 1.14% | |
| 33 | BEPCBROOKFIELD RENEWABLE CORP | 1,328,471 | $50.9B | 1.14% | |
| 34 | WATWATERS CORP | 132,093 | $50.2B | 1.12% | |
| 35 | TERTERADYNE INC | 244,969 | $47.4B | 1.06% | |
| 36 | SQMSOCIEDAD QUIMICA Y MINERA DE | 685,200 | $47.1B | 1.06% | |
| 37 | TTTRANE TECHNOLOGIES PLC | 120,745 | $47.0B | 1.05% | |
| 38 | ALBALBEMARLE CORP | 326,280 | $46.1B | 1.03% | |
| 39 | PNRPENTAIR PLC | 419,765 | $43.7B | 0.98% | |
| 40 | CNMCORE & MAIN INC | 818,544 | $42.5B | 0.95% | |
| 41 | ITRIITRON INC | 422,411 | $39.2B | 0.88% | |
| 42 | AITAPPLIED INDL TECHNOLOGIES IN | 149,702 | $38.4B | 0.86% | |
| 43 | ACMAECOM | 380,804 | $36.3B | 0.81% | |
| 44 | JJACOBS SOLUTIONS INC | 268,554 | $35.6B | 0.80% | |
| 45 | AWCAMERICAN WTR WKS CO INC NEW | 260,157 | $34.0B | 0.76% | |
| 46 | TELTE CONNECTIVITY PLC | 146,360 | $33.3B | 0.75% | |
| 47 | FBINFORTUNE BRANDS INNOVATIONS I | 665,594 | $33.3B | 0.75% | |
| 48 | MTDMETTLER TOLEDO INTERNATIONAL | 23,148 | $32.3B | 0.72% | |
| 49 | DOVDOVER CORP | 157,955 | $30.8B | 0.69% | |
| 50 | FIXCOMFORT SYS USA INC | 32,675 | $30.5B | 0.68% | |
| 51 | CITCINTAS CORP | 155,263 | $29.2B | 0.65% | |
| 52 | GFLGFL ENVIRONMENTAL INC | 678,861 | $29.2B | 0.65% | |
| 53 | ROPROPER TECHNOLOGIES INC | 63,460 | $28.2B | 0.63% | |
| 54 | EMEEMCOR GROUP INC | 45,226 | $27.7B | 0.62% | |
| 55 | CLHCLEAN HARBORS INC | 117,590 | $27.6B | 0.62% | |
| 56 | HSAIHESAI GROUP | 1,179,500 | $26.4B | 0.59% | |
| 57 | IRINGERSOLL RAND INC | 330,873 | $26.2B | 0.59% | |
| 58 | QCOMQUALCOMM INC | 147,395 | $25.2B | 0.56% | |
| 59 | NXPINXP SEMICONDUCTORS N V | 113,845 | $24.7B | 0.55% | |
| 60 | BMIBADGER METER INC | 139,222 | $24.3B | 0.54% | |
| 61 | NVDANVIDIA CORPORATION | 129,500 | $24.2B | 0.54% | |
| 62 | TXNTEXAS INSTRS INC | 132,884 | $23.1B | 0.52% | |
| 63 | HBMHUDBAY MINERALS INC | 1,155,000 | $22.9B | 0.51% | |
| 64 | PWIPOWER INTEGRATIONS INC | 627,474 | $22.3B | 0.50% | |
| 65 | ONTOONTO INNOVATION INC | 140,000 | $22.1B | 0.50% | |
| 66 | FSSFEDERAL SIGNAL CORP | 194,210 | $21.1B | 0.47% | |
| 67 | WTSWATTS WATER TECHNOLOGIES INC | 66,032 | $18.2B | 0.41% | |
| 68 | AOSSMITH A O CORP | 269,470 | $18.0B | 0.40% | |
| 69 | TSLATESLA INC | 39,355 | $17.7B | 0.40% | |
| 70 | KEYSKEYSIGHT TECHNOLOGIES INC | 86,600 | $17.6B | 0.39% | |
| 71 | WCCWESCO INTL INC | 69,300 | $17.0B | 0.38% | |
| 72 | LINLINDE PLC | 37,328 | $15.9B | 0.36% | |
| 73 | CVCOCAVCO INDS INC DEL | 26,000 | $15.4B | 0.34% | |
| 74 | ICFIICF INTL INC | 176,188 | $15.0B | 0.34% | |
| 75 | GLWCORNING INC | 170,500 | $14.9B | 0.33% | |
| 76 | STMSTMICROELECTRONICS N V | 566,130 | $14.7B | 0.33% | |
| 77 | CLSCELESTICA INC | 46,800 | $13.8B | 0.31% | |
| 78 | SSFSENSIENT TECHNOLOGIES CORP | 146,623 | $13.8B | 0.31% | |
| 79 | DELLDELL TECHNOLOGIES INC | 109,300 | $13.8B | 0.31% | |
| 80 | SNPSSYNOPSYS INC | 29,200 | $13.7B | 0.31% | |
| 81 | GDDYGODADDY INC | 110,300 | $13.7B | 0.31% | |
| 82 | XPEVXPENG INC | 666,000 | $13.5B | 0.30% | |
| 83 | VMIVALMONT INDS INC | 33,471 | $13.5B | 0.30% | |
| 84 | AUGOAURA MINERALS INC | 260,000 | $13.1B | 0.29% | |
| 85 | CSCOCISCO SYS INC | 165,900 | $12.8B | 0.29% | |
| 86 | SNOWSNOWFLAKE INC | 54,200 | $11.9B | 0.27% | |
| 87 | AMBAAMBARELLA INC | 162,595 | $11.5B | 0.26% | |
| 88 | FROGJFROG LTD | 180,800 | $11.3B | 0.25% | |
| 89 | BSYBENTLEY SYS INC | 288,537 | $11.0B | 0.25% | |
| 90 | SPOTSPOTIFY TECHNOLOGY S A | 18,544 | $10.8B | 0.24% | |
| 91 | COHRCOHERENT CORP | 57,500 | $10.6B | 0.24% | |
| 92 | VIAVVIAVI SOLUTIONS INC | 595,000 | $10.6B | 0.24% | |
| 93 | RSGREPUBLIC SVCS INC | 49,200 | $10.4B | 0.23% | |
| 94 | TTANSERVICETITAN INC | 83,200 | $8.9B | 0.20% | |
| 95 | JT5MUELLER WTR PRODS INC | 364,669 | $8.7B | 0.19% | |
| 96 | MKSIMKS INC. | 52,630 | $8.4B | 0.19% | |
| 97 | VEEVVEEVA SYS INC | 36,910 | $8.2B | 0.18% | |
| 98 | CVSCVS HEALTH CORP | 101,509 | $8.1B | 0.18% | |
| 99 | CECOCECO ENVIRONMENTAL CORP | 131,216 | $7.9B | 0.18% | |
| 100 | OSISOSI SYSTEMS INC | 30,547 | $7.8B | 0.17% |
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