Q1 2026 · 13F-HR
Robeco Schweiz AGholdings as filed
Filed 2026-05-07 · accession 0001418427-26-000002
$4.73B
Reported value
126
Positions
2026-03-31
Period end
The Brief · Robeco Schweiz AG · Q1 2026
AI · grounded in 13F
Robeco Schweiz AG reduced its position in Clean Harbors Inc CLH by 91.92%. The fund also trimmed holdings in PTC Inc PTC by 80.76% and Waste Mgmt Inc Del WM by 44.79%. On the buy side, the fund increased its stake in Itron Inc ITRI by 125.31% and Arm Holdings PLC ARM by 52.02%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92537N108 | VRT | VERTIV HOLDINGS CO | $181.2M | 3.83% | 722,999 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $177.5M | 3.75% | 323,329 | Common | SOLE |
| G6700G107 | NVT | NVENT ELEC PLC | $168.5M | 3.56% | 1,424,388 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $152.4M | 3.22% | 1,007,404 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $151.0M | 3.19% | 214,826 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $127.4M | 2.69% | 1,117,545 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $127.4M | 2.69% | 645,692 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $125.3M | 2.65% | 393,959 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $122.8M | 2.60% | 513,027 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $121.5M | 2.57% | 1,962,299 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $119.1M | 2.52% | 1,202,307 | Common | SOLE |
| 758750103 | RRX | REGAL REXNORD CORPORATION | $107.3M | 2.27% | 573,127 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $103.9M | 2.20% | 94,993 | Common | SOLE |
| 65290E101 | NXT | NEXTPOWER INC | $103.5M | 2.19% | 858,168 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $93.2M | 1.97% | 477,006 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $85.3M | 1.80% | 951,735 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $83.6M | 1.77% | 901,165 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $83.4M | 1.76% | 697,677 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $83.3M | 1.76% | 249,629 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $75.2M | 1.59% | 850,298 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $72.6M | 1.54% | 174,222 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $71.9M | 1.52% | 379,071 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $68.9M | 1.46% | 2,287,250 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $66.6M | 1.41% | 1,167,931 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $64.2M | 1.36% | 130,713 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $57.3M | 1.21% | 4,222,937 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $54.6M | 1.15% | 287,881 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $54.3M | 1.15% | 232,708 | Common | SOLE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $53.5M | 1.13% | 1,342,029 | Common | SOLE |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $49.9M | 1.06% | 616,488 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $49.5M | 1.05% | 186,208 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $47.4M | 1.00% | 64,260 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $44.6M | 0.94% | 870,170 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $43.4M | 0.92% | 31,474 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $43.1M | 0.91% | 144,872 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $42.5M | 0.90% | 1,048,034 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $42.3M | 0.89% | 308,404 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $41.1M | 0.87% | 155,022 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $40.2M | 0.85% | 135,736 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $39.8M | 0.84% | 1,052,075 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $39.2M | 0.83% | 170,778 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $38.6M | 0.82% | 303,330 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $37.6M | 0.79% | 760,784 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $35.7M | 0.75% | 262,500 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $35.4M | 0.75% | 261,101 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $35.0M | 0.74% | 194,912 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $32.8M | 0.69% | 4,189,536 | Common | SOLE |
| 00766T100 | ACM | AECOM | $31.5M | 0.67% | 371,937 | Common | SOLE |
| 78475V103 | MWH | SOLV ENERGY INC | $30.2M | 0.64% | 1,004,904 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $27.3M | 0.58% | 114,400 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $27.1M | 0.57% | 130,162 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $26.5M | 0.56% | 74,801 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $26.2M | 0.55% | 154,706 | Common | SOLE |
| 313855108 | FSS | FEDERAL SIGNAL CORP | $26.1M | 0.55% | 241,407 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $25.5M | 0.54% | 293,136 | Common | SOLE |
| 34964C106 | FBIN | FORTUNE BRANDS INNOVATIONS I | $25.2M | 0.53% | 646,689 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $25.0M | 0.53% | 183,446 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $24.1M | 0.51% | 124,027 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $24.1M | 0.51% | 577,003 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $23.5M | 0.50% | 114,700 | Common | SOLE |
| G06973112 | AUGO | AURA MINERALS INC | $23.3M | 0.49% | 286,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $22.6M | 0.48% | 129,500 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $22.2M | 0.47% | 78,500 | Common | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $22.0M | 0.46% | 660,000 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $21.7M | 0.46% | 43,818 | Common | SOLE |
| 056525108 | BMI | BADGER METER INC | $21.5M | 0.46% | 141,393 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $21.4M | 0.45% | 68,000 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $21.3M | 0.45% | 16,914 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $20.9M | 0.44% | 106,251 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $18.8M | 0.40% | 901,000 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $18.3M | 0.39% | 63,032 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $18.3M | 0.39% | 528,398 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $17.9M | 0.38% | 85,737 | Common | SOLE |
| 831865209 | AOS | SMITH A O CORP | $17.7M | 0.38% | 269,170 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $17.7M | 0.37% | 137,521 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $16.8M | 0.36% | 76,822 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $16.5M | 0.35% | 44,430 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $16.1M | 0.34% | 840,385 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $16.1M | 0.34% | 40,500 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $14.7M | 0.31% | 97,500 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $14.3M | 0.30% | 71,713 | Common | SOLE |
| 149568107 | CVCO | CAVCO INDS INC DEL | $14.1M | 0.30% | 29,200 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $13.5M | 0.29% | 43,700 | Common | SOLE |
| 920253101 | VMI | VALMONT INDS INC | $13.3M | 0.28% | 33,240 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $12.9M | 0.27% | 26,540 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $12.7M | 0.27% | 165,000 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $11.8M | 0.25% | 198,743 | Common | SOLE |
| 44925C103 | ICFI | ICF INTL INC | $11.5M | 0.24% | 176,188 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $11.1M | 0.24% | 40,000 | Common | SOLE |
| 98422D105 | XPEV | XPENG INC | $10.6M | 0.22% | 621,565 | Common | SOLE |
| 55306N104 | MKSI | MKS INC. | $10.5M | 0.22% | 45,600 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $10.4M | 0.22% | 120,818 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $10.2M | 0.22% | 71,443 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $10.1M | 0.21% | 288,537 | Common | SOLE |
| 201723103 | CMC | COMMERCIAL METALS CO | $10.1M | 0.21% | 164,500 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $9.7M | 0.20% | 36,500 | Common | SOLE |
| 624758108 | MWA | MUELLER WTR PRODS INC | $9.6M | 0.20% | 348,669 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $9.6M | 0.20% | 35,000 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $7.6M | 0.16% | 44,000 | Common | SOLE |
| 002474104 | AZZ | AZZ INC | $7.1M | 0.15% | 56,600 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $6.9M | 0.15% | 52,825 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $6.2M | 0.13% | 77,900 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $5.6M | 0.12% | 72,000 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $5.4M | 0.11% | 104,154 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $5.3M | 0.11% | 70,299 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $5.1M | 0.11% | 59,063 | Common | SOLE |
| G3323L100 | FN | FABRINET | $5.1M | 0.11% | 9,800 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $4.6M | 0.10% | 21,142 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $4.4M | 0.09% | 61,761 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $4.4M | 0.09% | 21,500 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $4.3M | 0.09% | 230,000 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $4.2M | 0.09% | 58,187 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $4.1M | 0.09% | 15,134 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $2.9M | 0.06% | 34,311 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.8M | 0.06% | 44,264 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $2.7M | 0.06% | 9,500 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $2.2M | 0.05% | 20,500 | Common | SOLE |
| 577933104 | MMS | MAXIMUS INC | $2.0M | 0.04% | 31,404 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.8M | 0.04% | 17,640 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $1.6M | 0.03% | 48,094 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.3M | 0.03% | 1,442 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $686,831 | 0.01% | 3,910 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $411,014 | 0.01% | 6,301 | Common | SOLE |
| 784305104 | HTO | H2O AMERICA | $359,471 | 0.01% | 6,127 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $348,536 | 0.01% | 1,667 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $287,384 | 0.01% | 20,353 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.