Universe · entity
Robeco Schweiz AG
Institutional manager (13F) · CIK 1418427
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | $181M | 722,999 |
| 2 | QUANTA SVCS INC | $178M | 323,329 |
| 3 | NVENT ELEC PLC | $168M | 1,424,388 |
| 4 | ARM HOLDINGS PLC | $152M | 1,007,404 |
| 5 | LUMENTUM HLDGS INC | $151M | 214,826 |
| 6 | AGILENT TECHNOLOGIES INC | $127M | 1,117,545 |
| 7 | FIRST SOLAR INC | $127M | 645,692 |
| 8 | ANALOG DEVICES INC | $125M | 393,959 |
| 9 | AUTODESK INC | $123M | 513,027 |
| 10 | ON SEMICONDUCTOR CORP | $122M | 1,962,299 |
| 11 | MARVELL TECHNOLOGY INC | $119M | 1,202,307 |
| 12 | REGAL REXNORD CORPORATION | $107M | 573,127 |
| 13 | MONOLITHIC PWR SYS INC | $104M | 94,993 |
| 14 | NEXTPOWER INC | $103M | 858,168 |
| 15 | GENERAC HLDGS INC | $93M | 477,006 |
| 16 | ITRON INC | $85M | 951,735 |
| 17 | LATTICE SEMICONDUCTOR CORP | $84M | 901,165 |
| 18 | XYLEM INC | $83M | 697,677 |
| 19 | CARLISLE COS INC | $83M | 249,629 |
| 20 | VERALTO CORP | $75M | 850,298 |
| 21 | TRANE TECHNOLOGIES PLC | $73M | 174,222 |
| 22 | IDEX CORP | $72M | 379,071 |
| 23 | TETRA TECH INC NEW | $69M | 2,287,250 |
| 24 | PROCORE TECHNOLOGIES INC | $67M | 1,167,931 |
| 25 | THERMO FISHER SCIENTIFIC INC | $64M | 130,713 |
| 26 | SUNRUN INC | $57M | 4,222,937 |
| 27 | DANAHER CORP DEL | $55M | 287,881 |
| 28 | FERGUSON ENTERPRISES INC | $54M | 232,708 |
| 29 | BROOKFIELD RENEWABLE CORP | $53M | 1,342,029 |
| 30 | SOCIEDAD QUIMICA Y MINERA DE | $50M | 616,488 |
| 31 | ECOLAB INC | $50M | 186,208 |
| 32 | EMCOR GROUP INC | $47M | 64,260 |
| 33 | POWER INTEGRATIONS INC | $45M | 870,170 |
| 34 | COMFORT SYS USA INC | $43M | 31,474 |
| 35 | WATERS CORP | $43M | 144,872 |
| 36 | API GROUP CORP | $42M | 1,048,034 |
| 37 | ADVANCED DRAIN SYS INC DEL | $42M | 308,404 |
| 38 | APPLIED INDL TECHNOLOGIES IN | $41M | 155,022 |
| 39 | TERADYNE INC | $40M | 135,736 |
| 40 | ENPHASE ENERGY INC | $40M | 1,052,075 |
| 41 | WASTE MGMT INC DEL | $39M | 170,778 |
| 42 | JACOBS SOLUTIONS INC | $39M | 303,330 |
| 43 | CORE & MAIN INC | $38M | 760,784 |
| 44 | CORNING INC | $36M | 262,500 |
| 45 | BLOOM ENERGY CORP | $35M | 261,101 |
| 46 | ALBEMARLE CORP | $35M | 194,912 |
| 47 | AVANTOR INC | $33M | 4,189,536 |
| 48 | AECOM | $32M | 371,937 |
| 49 | SOLV ENERGY INC | $30M | 1,004,904 |
| 50 | COHERENT CORP | $27M | 114,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.