EdgeMarket › What Robeco Schweiz Ag reported owning
What Robeco Schweiz Ag reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.7BPositions
126Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VRT Vertiv Holdings Co | 181.2M | 3.8% | 723.0K | 261.95 | +105.4% |
| PWR QUANTA SERVICES, INC. | 177.5M | 3.8% | 323.3K | 639.34 | +70.1% |
| NVT nVent Electric plc | 168.5M | 3.6% | 1.4M | 151.98 | +72.6% |
| ARM ARM HOLDINGS PLC /UK | 152.4M | 3.2% | 1.0M | 243.32 | +85.5% |
| LITE Lumentum Holdings Inc. | 151.0M | 3.2% | 214.8K | 866.71 | +647.9% |
| A AGILENT TECHNOLOGIES, INC. | 127.4M | 2.7% | 1.1M | 159.00 | +33.5% |
| FSLR FIRST SOLAR, INC. | 127.4M | 2.7% | 645.7K | 214.28 | +3.8% |
| ADI ANALOG DEVICES INC | 125.3M | 2.7% | 394.0K | 373.09 | +52.4% |
| ADSK Autodesk, Inc. | 122.8M | 2.6% | 513.0K | 253.82 | -12.1% |
| ON ON SEMICONDUCTOR CORP | 121.5M | 2.6% | 2.0M | 74.21 | +50.0% |
| MRVL Marvell Technology, Inc. | 119.1M | 2.5% | 1.2M | 237.04 | +232.8% |
| RRX REGAL REXNORD CORP | 107.3M | 2.3% | 573.1K | 166.15 | +14.7% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 103.9M | 2.2% | 95.0K | 1,316.28 | +59.3% |
| NXT Nextpower Inc. | 103.5M | 2.2% | 858.2K | 86.18 | +30.3% |
| GNRC GENERAC HOLDINGS INC. | 93.2M | 2.0% | 477.0K | 205.98 | +8.6% |
| ITRI ITRON, INC. | 85.3M | 1.8% | 951.7K | 100.03 | -19.8% |
| LSCC LATTICE SEMICONDUCTOR CORP | 83.6M | 1.8% | 901.2K | 117.69 | +91.7% |
| XYL Xylem Inc. | 83.4M | 1.8% | 697.7K | 113.42 | -20.1% |
| CSL CARLISLE COMPANIES INC | 83.3M | 1.8% | 249.6K | 367.68 | -4.2% |
| VLTO Veralto Corp | 75.2M | 1.6% | 850.3K | 98.77 | -9.3% |
| TT Trane Technologies plc | 72.6M | 1.5% | 174.2K | 453.43 | +6.4% |
| IEX IDEX CORP /DE/ | 71.9M | 1.5% | 379.1K | 234.39 | +42.5% |
| TTEK TETRA TECH INC | 68.9M | 1.5% | 2.3M | 37.00 | +3.8% |
| PCOR PROCORE TECHNOLOGIES, INC. | 66.6M | 1.4% | 1.2M | 63.49 | -1.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 64.2M | 1.4% | 130.7K | 629.27 | +27.2% |
| RUN Sunrun Inc. | 57.3M | 1.2% | 4.2M | 9.16 | -40.8% |
| DHR DANAHER CORP /DE/ | 54.6M | 1.2% | 287.9K | 218.85 | +3.5% |
| FERG Ferguson Enterprises Inc. /DE/ | 54.3M | 1.1% | 232.7K | 242.24 | +5.1% |
| BEPC Brookfield Renewable Corp | 53.5M | 1.1% | 1.3M | 33.25 | -0.5% |
| SQM CHEMICAL & MINING CO OF CHILE INC | 49.9M | 1.1% | 616.5K | 81.96 | +84.8% |
| ECL ECOLAB INC. | 49.5M | 1.0% | 186.2K | 281.63 | -1.3% |
| EME EMCOR Group, Inc. | 47.4M | 1.0% | 64.3K | 776.62 | +28.3% |
| POWI POWER INTEGRATIONS INC | 44.6M | 0.9% | 870.2K | 55.18 | +21.0% |
| FIX COMFORT SYSTEMS USA INC | 43.4M | 0.9% | 31.5K | 1,655.61 | +143.1% |
| WAT WATERS CORP /DE/ | 43.1M | 0.9% | 144.9K | 410.70 | +38.4% |
| APG APi Group Corp | 42.5M | 0.9% | 1.0M | 41.16 | +16.2% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 42.3M | 0.9% | 308.4K | 143.73 | +1.4% |
| AIT APPLIED INDUSTRIAL TECHNOLOGIES INC | 41.1M | 0.9% | 155.0K | 341.62 | +30.2% |
| TER TERADYNE, INC | 40.2M | 0.9% | 135.7K | 375.74 | +243.1% |
| ENPH Enphase Energy, Inc. | 39.8M | 0.8% | 1.1M | 38.61 | +8.2% |
| WM WASTE MANAGEMENT INC | 39.2M | 0.8% | 170.8K | 224.06 | -2.6% |
| J JACOBS SOLUTIONS INC. | 38.6M | 0.8% | 303.3K | 150.08 | +2.4% |
| CNM Core & Main, Inc. | 37.6M | 0.8% | 760.8K | 44.88 | -29.8% |
| GLW CORNING INC /NY | 35.7M | 0.8% | 262.5K | 149.84 | +132.0% |
| BE Bloom Energy Corp | 35.4M | 0.7% | 261.1K | 201.45 | +352.6% |
| ALB ALBEMARLE CORP | 35.0M | 0.7% | 194.9K | 143.25 | +83.4% |
| AVTR Avantor, Inc. | 32.8M | 0.7% | 4.2M | 14.46 | +12.3% |
| ACM AECOM | 31.5M | 0.7% | 371.9K | 64.79 | -46.0% |
| MWH SOLV Energy, Inc. | 30.2M | 0.6% | 1.0M | 28.34 | — |
| COHR COHERENT CORP. | 27.3M | 0.6% | 114.4K | 289.52 | +234.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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