Institutions / Robeco Schweiz AG

Robeco Schweiz AG

CIK 1418427 · Institution · as of Dec 31, 2025
Portfolio value
$4.46B
Positions
129
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 129 →
CompanyClassValueShares% of portfolio
Autodesk, Inc.$150.16M507,2803.4%
Lumentum Hldgs Inc$147.47M400,0973.3%
nVent Electric plc$143.92M1,411,3653.2%
Agilent Technologies Inc$142.75M1,049,0583.2%
Vertiv Holdings Co$141.58M873,8833.2%
First Solar Inc$140.82M539,0783.2%
Quanta Services Inc$135.08M320,0613.0%
Xylem Inc.$103.80M762,2592.3%
Monolithic Power Systems Inc$86.12M95,0181.9%
Procore Technologies, Inc.$84.10M1,156,1281.9%
Avantor, Inc.$83.44M7,280,9611.9%
Analog Devices Inc$82.80M305,2971.9%
Regal Rexnord Corp$79.61M567,3351.8%
Carlisle Companies Inc$79.04M247,1111.8%
Nextpower Inc.$78.86M905,3101.8%
Tetra Tech Inc$78.72M2,347,1041.8%
Marvell Technology, Inc.$78.42M922,8511.8%
Idex Corp /De$73.42M412,6361.6%
Veralto Corp$73.14M733,0111.6%
Arm Holdings PLC /UkARMADR$72.44M662,6651.6%
ON Semiconductor Corp$70.68M1,305,1891.6%
Waste Management Inc$67.96M309,3121.5%
Thermo Fisher Scientific Inc.$66.76M115,2051.5%
Lattice Semiconductor Corp$65.64M892,0571.5%
PTC Inc$64.69M371,3451.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.