Robeco Schweiz Ag
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.73B
Q ending 2026-03-31
Prior quarter
$4.46B
Q ending 2025-12-31
Change
+5.9% QoQ · +16.3% YoY
Positions
126
reported holdings
Largest positions
Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vertiv Holdings Co | VRT | Shares | $181.2M | 723K |
| Quanta Svcs Inc | PWR | Shares | $177.5M | 323K |
| Nvent Elec Plc | Shares | $168.5M | 1.4M | |
| Arm Holdings Plc | ARM | Shares | $152.4M | 1.0M |
| Lumentum Hldgs Inc | LITE | Shares | $151.0M | 215K |
| Agilent Technologies Inc | A | Shares | $127.4M | 1.1M |
| First Solar Inc | FSLR | Shares | $127.4M | 646K |
| Analog Devices Inc | ADI | Shares | $125.3M | 394K |
| Autodesk Inc | ADSK | Shares | $122.8M | 513K |
| On Semiconductor Corp | ON | Shares | $121.5M | 2.0M |
| Marvell Technology Inc | MRVL | Shares | $119.1M | 1.2M |
| Regal Rexnord Corporation | RRX | Shares | $107.3M | 573K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $103.9M | 95K |
| Nextpower Inc | NXT | Shares | $103.5M | 858K |
| Generac Hldgs Inc | GNRC | Shares | $93.2M | 477K |
| Itron Inc | ITRI | Shares | $85.3M | 952K |
| Lattice Semiconductor Corp | LSCC | Shares | $83.6M | 901K |
| Xylem Inc | XYL | Shares | $83.4M | 698K |
| Carlisle Cos Inc | CSL | Shares | $83.3M | 250K |
| Veralto Corp | VLTO | Shares | $75.2M | 850K |
| Trane Technologies Plc | Shares | $72.6M | 174K | |
| Idex Corp | IEX | Shares | $71.9M | 379K |
| Tetra Tech Inc New | TTEK | Shares | $68.9M | 2.3M |
| Procore Technologies Inc | PCOR | Shares | $66.6M | 1.2M |
| Thermo Fisher Scientific Inc | TMO | Shares | $64.2M | 131K |
| Sunrun Inc | RUN | Shares | $57.3M | 4.2M |
| Danaher Corp Del | DHR | Shares | $54.6M | 288K |
| Ferguson Enterprises Inc | FERG | Shares | $54.3M | 233K |
| Brookfield Renewable Corp | BEPC | Shares | $53.5M | 1.3M |
| Sociedad Quimica Y Minera De | SQM | Shares | $49.9M | 616K |
| Ecolab Inc | ECL | Shares | $49.5M | 186K |
| Emcor Group Inc | EME | Shares | $47.4M | 64K |
| Power Integrations Inc | POWI | Shares | $44.6M | 870K |
| Comfort Sys Usa Inc | FIX | Shares | $43.4M | 31K |
| Waters Corp | WAT | Shares | $43.1M | 145K |
| Api Group Corp | APG | Shares | $42.5M | 1.0M |
| Advanced Drain Sys Inc Del | WMS | Shares | $42.3M | 308K |
| Applied Indl Technologies In | AIT | Shares | $41.1M | 155K |
| Teradyne Inc | TER | Shares | $40.2M | 136K |
| Enphase Energy Inc | ENPH | Shares | $39.8M | 1.1M |
| Waste Mgmt Inc Del | WM | Shares | $39.2M | 171K |
| Jacobs Solutions Inc | J | Shares | $38.6M | 303K |
| Core & Main Inc | CNM | Shares | $37.6M | 761K |
| Corning Inc | GLW | Shares | $35.7M | 263K |
| Bloom Energy Corp | BE | Shares | $35.4M | 261K |
| Albemarle Corp | ALB | Shares | $35.0M | 195K |
| Avantor Inc | AVTR | Shares | $32.8M | 4.2M |
| Aecom | ACM | Shares | $31.5M | 372K |
| Solv Energy Inc | MWH | Shares | $30.2M | 1.0M |
| Coherent Corp | COHR | Shares | $27.3M | 114K |
| Dover Corp | DOV | Shares | $27.1M | 130K |
| Roper Technologies Inc | ROP | Shares | $26.5M | 75K |
| Cintas Corp | CTAS | Shares | $26.2M | 155K |
| Federal Signal Corp | FSS | Shares | $26.1M | 241K |
| Pentair Plc | Shares | $25.5M | 293K | |
| Fortune Brands Innovations I | FBIN | Shares | $25.2M | 647K |
| American Wtr Wks Co Inc New | AWK | Shares | $25.0M | 183K |
| Texas Instrs Inc | TXN | Shares | $24.1M | 124K |
| Gfl Environmental Inc | GFL | Shares | $24.1M | 577K |
| Onto Innovation Inc | ONTO | Shares | $23.5M | 115K |
| Aura Minerals Inc | Shares | $23.3M | 286K | |
| Nvidia Corporation | NVDA | Shares | $22.6M | 130K |
| Keysight Technologies Inc | KEYS | Shares | $22.2M | 79K |
| Viavi Solutions Inc | VIAV | Shares | $22.0M | 660K |
| Linde Plc | Shares | $21.7M | 44K | |
| Badger Meter Inc | BMI | Shares | $21.5M | 141K |
| Cencora Inc | COR | Shares | $21.4M | 68K |
| Mettler Toledo International | MTD | Shares | $21.3M | 17K |
| Nxp Semiconductors N V | Shares | $20.9M | 106K | |
| Hudbay Minerals Inc | HBM | Shares | $18.8M | 901K |
| Watts Water Technologies Inc | WTS | Shares | $18.3M | 63K |
| Stmicroelectronics N V | STM | Shares | $18.3M | 528K |
| Te Connectivity Plc | Shares | $17.9M | 86K | |
| Smith A O Corp | AOS | Shares | $17.7M | 269K |
| Qualcomm Inc | QCOM | Shares | $17.7M | 138K |
| Republic Svcs Inc | RSG | Shares | $16.8M | 77K |
| Tesla Inc | TSLA | Shares | $16.5M | 44K |
| Hesai Group | HSAI | Shares | $16.1M | 840K |
| Synopsys Inc | SNPS | Shares | $16.1M | 41K |
| Snowflake Inc | SNOW | Shares | $14.7M | 98K |
| Spx Technologies Inc | SPXC | Shares | $14.3M | 72K |
| Cavco Inds Inc Del | CVCO | Shares | $14.1M | 29K |
| Broadcom Inc | AVGO | Shares | $13.5M | 44K |
| Valmont Inds Inc | VMI | Shares | $13.3M | 33K |
| Spotify Technology S A | Shares | $12.9M | 27K | |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $12.7M | 165K |
| Ceco Environmental Corp | CECO | Shares | $11.8M | 199K |
| Icf Intl Inc | ICFI | Shares | $11.5M | 176K |
| Cadence Design System Inc | CDNS | Shares | $11.1M | 40K |
| Xpeng Inc | XPEV | Shares | $10.6M | 622K |
| Mks Inc. | MKSI | Shares | $10.5M | 46K |
| Sensient Technologies Corp | SXT | Shares | $10.4M | 121K |
| Ptc Inc | PTC | Shares | $10.2M | 71K |
| Bentley Sys Inc | BSY | Shares | $10.1M | 289K |
| Commercial Metals Co | CMC | Shares | $10.1M | 165K |
| Osi Systems Inc | OSIS | Shares | $9.7M | 37K |
| Mueller Wtr Prods Inc | MWA | Shares | $9.6M | 349K |
| Wesco Intl Inc | WCC | Shares | $9.6M | 35K |
| Simpson Mfg Inc | SSD | Shares | $7.6M | 44K |
| Azz Inc | AZZ | Shares | $7.1M | 57K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.