Robeco Schweiz AG
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ARM HOLDINGS PLC | 0 | 1,007,404 | +1,007,404 | 0 | 152,400,078 | +152,400,078 |
| ON SEMICONDUCTOR CORP | 0 | 1,962,299 | +1,962,299 | 0 | 121,505,554 | +121,505,554 |
| ITRON INC | 0 | 951,735 | +951,735 | 0 | 85,304,008 | +85,304,008 |
| ANALOG DEVICES INC | 0 | 393,959 | +393,959 | 0 | 125,334,116 | +125,334,116 |
| QUANTA SVCS INC | 0 | 323,329 | +323,329 | 0 | 177,514,087 | +177,514,087 |
| GENERAC HLDGS INC | 0 | 477,006 | +477,006 | 0 | 93,173,582 | +93,173,582 |
| MARVELL TECHNOLOGY INC | 0 | 1,202,307 | +1,202,307 | 0 | 119,088,509 | +119,088,509 |
| ENPHASE ENERGY INC | 0 | 1,052,075 | +1,052,075 | 0 | 39,778,956 | +39,778,956 |
| VERTIV HOLDINGS CO | 0 | 722,999 | +722,999 | 0 | 181,169,089 | +181,169,089 |
| BLOOM ENERGY CORP | 0 | 261,101 | +261,101 | 0 | 35,376,574 | +35,376,574 |
| SOLV ENERGY INC | 0 | 1,004,904 | +1,004,904 | 0 | 30,177,267 | +30,177,267 |
| REGAL REXNORD CORPORATION | 0 | 573,127 | +573,127 | 0 | 107,323,762 | +107,323,762 |
| TRANE TECHNOLOGIES PLC | 0 | 174,222 | +174,222 | 0 | 72,605,276 | +72,605,276 |
| NEXTPOWER INC | 0 | 858,168 | +858,168 | 0 | 103,452,152 | +103,452,152 |
| NVENT ELEC PLC | 0 | 1,424,388 | +1,424,388 | 0 | 168,476,613 | +168,476,613 |
| POWER INTEGRATIONS INC | 0 | 870,170 | +870,170 | 0 | 44,552,704 | +44,552,704 |
| CORNING INC | 0 | 262,500 | +262,500 | 0 | 35,692,125 | +35,692,125 |
| EMCOR GROUP INC | 0 | 64,260 | +64,260 | 0 | 47,443,801 | +47,443,801 |
| LATTICE SEMICONDUCTOR CORP | 0 | 901,165 | +901,165 | 0 | 83,592,066 | +83,592,066 |
| MONOLITHIC PWR SYS INC | 0 | 94,993 | +94,993 | 0 | 103,860,596 | +103,860,596 |
| COHERENT CORP | 0 | 114,400 | +114,400 | 0 | 27,251,224 | +27,251,224 |
| SPX TECHNOLOGIES INC | 0 | 71,713 | +71,713 | 0 | 14,338,297 | +14,338,297 |
| CENCORA INC | 0 | 68,000 | +68,000 | 0 | 21,361,520 | +21,361,520 |
| COMFORT SYS USA INC | 0 | 31,474 | +31,474 | 0 | 43,402,331 | +43,402,331 |
| VIAVI SOLUTIONS INC | 0 | 660,000 | +660,000 | 0 | 21,964,800 | +21,964,800 |
| AURA MINERALS INC | 0 | 286,000 | +286,000 | 0 | 23,337,600 | +23,337,600 |
| COMMERCIAL METALS CO | 0 | 164,500 | +164,500 | 0 | 10,105,235 | +10,105,235 |
| BROADCOM INC | 0 | 43,700 | +43,700 | 0 | 13,525,587 | +13,525,587 |
| REPUBLIC SVCS INC | 0 | 76,822 | +76,822 | 0 | 16,825,554 | +16,825,554 |
| LINDE PLC | 0 | 43,818 | +43,818 | 0 | 21,723,212 | +21,723,212 |
| SPROUTS FMRS MKT INC | 0 | 165,000 | +165,000 | 0 | 12,726,450 | +12,726,450 |
| FABRINET | 0 | 9,800 | +9,800 | 0 | 5,110,896 | +5,110,896 |
| FEDERAL SIGNAL CORP | 0 | 241,407 | +241,407 | 0 | 26,105,753 | +26,105,753 |
| CADENCE DESIGN SYSTEM INC | 0 | 40,000 | +40,000 | 0 | 11,114,800 | +11,114,800 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 78,500 | +78,500 | 0 | 22,166,045 | +22,166,045 |
| ADVANCED MICRO DEVICES INC | 0 | 21,500 | +21,500 | 0 | 4,373,745 | +4,373,745 |
| CARLISLE COS INC | 0 | 249,629 | +249,629 | 0 | 83,281,227 | +83,281,227 |
| CECO ENVIRONMENTAL CORP | 0 | 198,743 | +198,743 | 0 | 11,841,108 | +11,841,108 |
| STMICROELECTRONICS N V | 0 | 528,398 | +528,398 | 0 | 18,256,151 | +18,256,151 |
| LUMENTUM HLDGS INC | 0 | 214,826 | +214,826 | 0 | 150,971,120 | +150,971,120 |
| SUNRUN INC | 0 | 4,222,937 | +4,222,937 | 0 | 57,263,026 | +57,263,026 |
| JACOBS SOLUTIONS INC | 0 | 303,330 | +303,330 | 0 | 38,607,842 | +38,607,842 |
| SNOWFLAKE INC | 0 | 97,500 | +97,500 | 0 | 14,704,950 | +14,704,950 |
| SOCIEDAD QUIMICA Y MINERA DE | 0 | 616,488 | +616,488 | 0 | 49,898,539 | +49,898,539 |
| APPLIED INDL TECHNOLOGIES IN | 0 | 155,022 | +155,022 | 0 | 41,130,437 | +41,130,437 |
| BROOKFIELD RENEWABLE CORP | 0 | 1,342,029 | +1,342,029 | 0 | 53,453,015 | +53,453,015 |
| SYNOPSYS INC | 0 | 40,500 | +40,500 | 0 | 16,057,440 | +16,057,440 |
| OWENS CORNING NEW | 0 | 20,500 | +20,500 | 0 | 2,218,510 | +2,218,510 |
| SPOTIFY TECHNOLOGY S A | 0 | 26,540 | +26,540 | 0 | 12,869,511 | +12,869,511 |
| MKS INC. | 0 | 45,600 | +45,600 | 0 | 10,479,336 | +10,479,336 |
| VERALTO CORP | 0 | 850,298 | +850,298 | 0 | 75,183,349 | +75,183,349 |
| OSI SYSTEMS INC | 0 | 36,500 | +36,500 | 0 | 9,691,115 | +9,691,115 |
| ONTO INNOVATION INC | 0 | 114,700 | +114,700 | 0 | 23,521,529 | +23,521,529 |
| ELI LILLY & CO | 0 | 1,442 | +1,442 | 0 | 1,326,308 | +1,326,308 |
| TEXAS INSTRS INC | 0 | 124,027 | +124,027 | 0 | 24,078,602 | +24,078,602 |
| AZZ INC | 0 | 56,600 | +56,600 | 0 | 7,082,358 | +7,082,358 |
| MUELLER WTR PRODS INC | 0 | 348,669 | +348,669 | 0 | 9,584,911 | +9,584,911 |
| SIMPSON MFG INC | 0 | 44,000 | +44,000 | 0 | 7,551,280 | +7,551,280 |
| TRIMBLE INC | 0 | 6,301 | +6,301 | 0 | 411,014 | +411,014 |
| H2O AMERICA | 0 | 6,127 | +6,127 | 0 | 359,471 | +359,471 |
| VITAL FARMS INC | 0 | 20,353 | +20,353 | 0 | 287,384 | +287,384 |
| WATTS WATER TECHNOLOGIES INC | 0 | 63,032 | +63,032 | 0 | 18,297,559 | +18,297,559 |
| ZEBRA TECHNOLOGIES CORPORATI | 0 | 1,667 | +1,667 | 0 | 348,536 | +348,536 |
| EMERSON ELEC CO | 0 | 52,825 | +52,825 | 0 | 6,921,132 | +6,921,132 |
| COLGATE PALMOLIVE CO | 0 | 34,311 | +34,311 | 0 | 2,924,326 | +2,924,326 |
| VALMONT INDS INC | 0 | 33,240 | +33,240 | 0 | 13,281,706 | +13,281,706 |
| AVERY DENNISON CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| SMITH A O CORP | 0 | 269,170 | +269,170 | 0 | 17,749,070 | +17,749,070 |
| WILLIAMS SONOMA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ON HLDG AG | 0 | 48,094 | +48,094 | 0 | 1,636,158 | +1,636,158 |
| COLUMBIA SPORTSWEAR CO | 0 | 0 | 0 | 0 | 0 | 0 |
| BENTLEY SYS INC | 0 | 288,537 | +288,537 | 0 | 10,133,419 | +10,133,419 |
| INTERNATIONAL FLAVORS&FRAGRA | 0 | 58,187 | +58,187 | 0 | 4,221,467 | +4,221,467 |
| DECKERS OUTDOOR CORP | 0 | 17,640 | +17,640 | 0 | 1,765,588 | +1,765,588 |
| ICON PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| MIRION TECHNOLOGIES INC | 0 | 230,000 | +230,000 | 0 | 4,275,700 | +4,275,700 |
| CLOUDFLARE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TESLA INC | 0 | 44,430 | +44,430 | 0 | 16,516,853 | +16,516,853 |
| CAVCO INDS INC DEL | 0 | 29,200 | +29,200 | 0 | 14,141,268 | +14,141,268 |
| ABBVIE INC | 0 | 21,142 | +21,142 | 0 | 4,598,174 | +4,598,174 |
| FERGUSON ENTERPRISES INC | 0 | 232,708 | +232,708 | 0 | 54,281,468 | +54,281,468 |
| NVIDIA CORPORATION | 0 | 129,500 | +129,500 | 0 | 22,584,800 | +22,584,800 |
| IDEX CORP | 0 | 379,071 | +379,071 | 0 | 71,852,908 | +71,852,908 |
| ROPER TECHNOLOGIES INC | 0 | 74,801 | +74,801 | 0 | 26,469,081 | +26,469,081 |
| ALCON AG | 0 | 70,299 | +70,299 | 0 | 5,297,030 | +5,297,030 |
| BELLRING BRANDS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| UNITEDHEALTH GROUP INC | 0 | 15,134 | +15,134 | 0 | 4,095,109 | +4,095,109 |
| MEDTRONIC PLC | 0 | 59,063 | +59,063 | 0 | 5,117,809 | +5,117,809 |
| BOSTON SCIENTIFIC CORP | 0 | 44,264 | +44,264 | 0 | 2,777,566 | +2,777,566 |
| THERMO FISHER SCIENTIFIC INC | 0 | 130,713 | +130,713 | 0 | 64,249,361 | +64,249,361 |
| BADGER METER INC | 0 | 141,393 | +141,393 | 0 | 21,541,223 | +21,541,223 |
| XPENG INC | 0 | 621,565 | +621,565 | 0 | 10,634,977 | +10,634,977 |
| CINTAS CORP | 0 | 154,706 | +154,706 | 0 | 26,166,973 | +26,166,973 |
| SENSIENT TECHNOLOGIES CORP | 0 | 120,818 | +120,818 | 0 | 10,443,508 | +10,443,508 |
| NOMAD FOODS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| ICF INTL INC | 0 | 176,188 | +176,188 | 0 | 11,503,315 | +11,503,315 |
| CVS HEALTH CORP | 0 | 61,761 | +61,761 | 0 | 4,435,675 | +4,435,675 |
| DOVER CORP | 0 | 130,162 | +130,162 | 0 | 27,132,269 | +27,132,269 |
| NXP SEMICONDUCTORS N V | 0 | 106,251 | +106,251 | 0 | 20,916,572 | +20,916,572 |
| HUDBAY MINERALS INC | 0 | 901,000 | +901,000 | 0 | 18,830,900 | +18,830,900 |