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Robeco Schweiz AG

All holdings · as of Dec 31, 2025

129 positions

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%
DANAHER CORP /DE—$61.65M269,3281.4%
ECOLAB INC.—$60.66M231,0591.4%
Ferguson Enterprises Inc. /DE—$55.79M250,5741.2%
SUNRUN INC.—$54.22M2,946,7761.2%
APi Group Corp—$53.61M1,401,2701.2%
ADVANCED DRAINAGE SYSTEMS, INC.—$52.76M364,3101.2%
GENERAC HOLDINGS INC.—$51.02M374,1291.1%
BROOKFIELD RENEWABLE CORP—$50.93M1,328,4711.1%
Waters Corp—$50.17M132,0931.1%
TERADYNE, INC—$47.42M244,9691.1%
SOCIEDAD QUIMICA Y MINERA DE—$47.14M685,2001.1%
Trane Technologies plc—$46.99M120,7451.1%
ALBEMARLE CORP—$46.15M326,2801.0%
PENTAIR plc—$43.71M419,7651.0%
Core & Main, Inc.—$42.54M818,5441.0%
ITRON, INC.—$39.23M422,4110.9%
Applied Industrial Technologies Inc—$38.44M149,7020.9%
AECOM—$36.30M380,8040.8%
JACOBS SOLUTIONS INC.—$35.57M268,5540.8%
American Water Works Company, Inc.—$33.95M260,1570.8%
TE Connectivity PLC—$33.30M146,3600.7%
Fortune Brands Innovations, Inc.—$33.29M665,5940.7%
Mettler-Toledo International Inc—$32.27M23,1480.7%
DOVER Corp—$30.84M157,9550.7%
Comfort Systems USA Inc—$30.50M32,6750.7%
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