Robeco Schweiz AG
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WATERS CORP(WAT) | 185,460 | 347,801 | +162,341 | 64,732,958 | 104,274,217 | 2.34% | +39,541,259 |
| SUNRUN INC(RUN) | 0 | 2,138,191 | +2,138,191 | 0 | 36,969,322 | 0.83% | +36,969,322 |
| NVENT ELECTRIC PLC(NVT) | 1,463,805 | 1,422,995 | -40,810 | 107,223,717 | 140,364,227 | 3.16% | +33,140,510 |
| FIRST SOLAR INC(FSLR) | 631,690 | 612,279 | -19,411 | 104,569,963 | 135,025,888 | 3.04% | +30,455,925 |
| LUMENTUM HLDGS INC(LITE) | 575,819 | 471,048 | -104,771 | 54,737,355 | 76,644,220 | 1.72% | +21,906,865 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 928,730 | 900,191 | -28,539 | 45,498,483 | 66,002,004 | 1.48% | +20,503,521 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 332,563 | 407,304 | +74,741 | 38,198,186 | 56,493,065 | 1.27% | +18,294,879 |
| MONOLITHIC PWR SYS INC(MPWR) | 106,743 | 103,237 | -3,506 | 78,069,695 | 95,044,111 | 2.14% | +16,974,416 |
| HESAI GROUP(HSAI) | 380,000 | 881,000 | +501,000 | 8,341,000 | 24,756,100 | 0.56% | +16,415,100 |
| NEXTRACKER INC | 942,527 | 913,564 | -28,963 | 51,245,193 | 67,594,600 | 1.52% | +16,349,407 |
| TERADYNE INC(TER) | 327,269 | 322,714 | -4,555 | 29,428,028 | 44,418,354 | 1.00% | +14,990,326 |
| WESCO INTL INC(WCC) | 0 | 66,900 | +66,900 | 0 | 14,149,350 | 0.32% | +14,149,350 |
| BADGER METER INC | 0 | 73,598 | +73,598 | 0 | 13,143,131 | 0.30% | +13,143,131 |
| GIBRALTAR INDS INC(ROCK) | 0 | 180,000 | +180,000 | 0 | 11,304,000 | 0.25% | +11,304,000 |
| SNOWFLAKE INC(SNOW) | 0 | 48,000 | +48,000 | 0 | 10,826,400 | 0.24% | +10,826,400 |
| COMFORT SYS USA INC(FIX) | 88,278 | 69,200 | -19,078 | 47,335,546 | 57,102,456 | 1.28% | +9,766,910 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 13,473 | +13,473 | 0 | 9,404,154 | 0.21% | +9,404,154 |
| ITRON INC(ITRI) | 283,672 | 372,176 | +88,504 | 37,339,745 | 46,358,243 | 1.04% | +9,018,498 |
| SYNOPSYS INC(SNPS) | 16,300 | 34,500 | +18,200 | 8,356,684 | 17,021,955 | 0.38% | +8,665,271 |
| QUANTA SVCS INC | 333,217 | 322,979 | -10,238 | 125,982,683 | 133,848,957 | 3.01% | +7,866,274 |
| MARVELL TECHNOLOGY INC(MRVL) | 960,788 | 973,765 | +12,977 | 74,364,991 | 81,864,423 | 1.84% | +7,499,432 |
| AGILENT TECHNOLOGIES INC(A) | 1,204,787 | 1,164,837 | -39,950 | 142,176,914 | 149,506,830 | 3.36% | +7,329,916 |
| ONTO INNOVATION INC(ONTO) | 131,910 | 151,910 | +20,000 | 13,313,676 | 19,629,810 | 0.44% | +6,316,134 |
| SERVICETITAN INC(TTAN) | 0 | 61,500 | +61,500 | 0 | 6,201,045 | 0.14% | +6,201,045 |
| HUDBAY MINERALS INC(HBM) | 1,075,000 | 1,155,000 | +80,000 | 11,405,750 | 17,509,800 | 0.39% | +6,104,050 |
| CELESTICA INC(CLS) | 61,500 | 61,500 | 0 | 9,600,765 | 15,152,370 | 0.34% | +5,551,605 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 186,950 | 187,376 | +426 | 43,456,528 | 48,914,505 | 1.10% | +5,457,977 |
| CAVCO INDS INC DEL(CVCO) | 22,700 | 26,000 | +3,300 | 9,861,561 | 15,098,980 | 0.34% | +5,237,419 |
| TESLA INC(TSLA) | 48,720 | 46,495 | -2,225 | 15,476,395 | 20,677,256 | 0.46% | +5,200,861 |
| BROADCOM INC(AVGO) | 0 | 13,900 | +13,900 | 0 | 4,585,749 | 0.10% | +4,585,749 |
| AZZ INC | 0 | 40,000 | +40,000 | 0 | 4,365,200 | 0.10% | +4,365,200 |
| ALBEMARLE CORP(ALB) | 387,710 | 352,210 | -35,500 | 24,297,786 | 28,557,187 | 0.64% | +4,259,401 |
| CORNING INC(GLW) | 248,500 | 209,500 | -39,000 | 13,068,615 | 17,185,285 | 0.39% | +4,116,670 |
| AMBARELLA INC(AMBA) | 253,120 | 247,545 | -5,575 | 16,722,373 | 20,427,414 | 0.46% | +3,705,041 |
| NVIDIA CORPORATION(NVDA) | 129,500 | 129,500 | 0 | 20,459,705 | 24,162,110 | 0.54% | +3,702,405 |
| XYLEM INC(XYL) | 880,936 | 796,088 | -84,848 | 113,957,881 | 117,422,980 | 2.64% | +3,465,099 |
| AECOM(ACM) | 379,523 | 350,876 | -28,647 | 42,832,966 | 45,778,792 | 1.03% | +2,945,826 |
| DOVER CORP(DOV) | 124,802 | 153,567 | +28,765 | 22,867,470 | 25,619,583 | 0.58% | +2,752,113 |
| PROCORE TECHNOLOGIES INC(PCOR) | 1,203,657 | 1,166,668 | -36,989 | 82,354,212 | 85,073,431 | 1.91% | +2,719,219 |
| DELL TECHNOLOGIES INC(DELL) | 105,800 | 109,300 | +3,500 | 12,971,080 | 15,495,461 | 0.35% | +2,524,381 |
| API GROUP CORP(APG) | 901,190 | 1,411,585 | +510,395 | 46,005,750 | 48,516,176 | 1.09% | +2,510,426 |
| IDEX CORP(IEX) | 237,337 | 271,089 | +33,752 | 41,669,257 | 44,122,446 | 0.99% | +2,453,189 |
| SMITH A O CORP(AOS) | 293,637 | 293,470 | -167 | 19,253,778 | 21,543,633 | 0.48% | +2,289,855 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 67,493 | 67,532 | +39 | 16,595,854 | 18,860,337 | 0.42% | +2,264,483 |
| AMRIZE LTD(AMRZ) | 0 | 41,000 | +41,000 | 0 | 1,989,730 | 0.04% | +1,989,730 |
| VERTIV HOLDINGS CO(VRT) | 1,036,098 | 895,097 | -141,001 | 133,045,344 | 135,034,333 | 3.04% | +1,988,989 |
| ALPHA & OMEGA SEMICONDUCTOR(AOSL) | 782,503 | 785,264 | +2,761 | 20,079,027 | 21,955,981 | 0.49% | +1,876,954 |
| GFL ENVIRONMENTAL INC(GFL) | 542,263 | 613,949 | +71,686 | 27,362,591 | 29,088,904 | 0.65% | +1,726,313 |
| ICF INTL INC(ICFI) | 175,993 | 175,892 | -101 | 14,908,367 | 16,322,778 | 0.37% | +1,414,411 |
| CECO ENVIRONMENTAL CORP(CECO) | 452,223 | 276,163 | -176,060 | 12,802,433 | 14,139,546 | 0.32% | +1,337,113 |
| VIAVI SOLUTIONS INC(VIAV) | 450,000 | 450,000 | 0 | 4,531,500 | 5,710,500 | 0.13% | +1,179,000 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 161,597 | 137,514 | -24,083 | 65,521,119 | 66,697,041 | 1.50% | +1,175,922 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 1,942,946 | 1,883,240 | -59,706 | 63,689,770 | 64,821,121 | 1.46% | +1,131,351 |
| MUELLER WTR PRODS INC(MWA) | 343,683 | 363,683 | +20,000 | 8,262,139 | 9,281,190 | 0.21% | +1,019,051 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 20,000 | 20,000 | 0 | 6,163,000 | 7,025,200 | 0.16% | +862,200 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 77,000 | 77,000 | 0 | 12,617,220 | 13,468,840 | 0.30% | +851,620 |
| FORTUNE BRANDS INNOVATIONS I(FBIN) | 676,296 | 665,136 | -11,160 | 34,815,718 | 35,511,611 | 0.80% | +695,893 |
| UNIVERSAL DISPLAY CORP(OLED) | 33,000 | 40,300 | +7,300 | 5,097,180 | 5,788,289 | 0.13% | +691,109 |
| MAXIMUS INC(MMS) | 102,139 | 86,021 | -16,118 | 7,170,158 | 7,859,739 | 0.18% | +689,581 |
| SIMPSON MFG INC(SSD) | 44,000 | 44,000 | 0 | 6,833,640 | 7,368,240 | 0.17% | +534,600 |
| ILLINOIS TOOL WKS INC(ITW) | 38,000 | 38,000 | 0 | 9,395,500 | 9,908,880 | 0.22% | +513,380 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 23,300 | 20,000 | -3,300 | 3,176,256 | 3,648,400 | 0.08% | +472,144 |
| MIRION TECHNOLOGIES INC(MIR) | 230,000 | 230,000 | 0 | 4,951,900 | 5,349,800 | 0.12% | +397,900 |
| JOHNSON CTLS INTL PLC | 358,910 | 347,883 | -11,027 | 37,908,075 | 38,249,736 | 0.86% | +341,661 |
| ON HLDG AG(ONON) | 29,641 | 42,637 | +12,996 | 1,542,814 | 1,805,677 | 0.04% | +262,863 |
| WILLIAMS SONOMA INC(WSM) | 1,416 | 1,546 | +130 | 231,332 | 302,166 | 0.01% | +70,834 |
| ICON PLC(ICLR) | 6,357 | 5,582 | -775 | 924,626 | 976,850 | 0.02% | +52,224 |
| UNITEDHEALTH GROUP INC(UNH) | 20,125 | 18,261 | -1,864 | 6,278,396 | 6,305,523 | 0.14% | +27,127 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 1,251 | 1,368 | +117 | 385,758 | 406,515 | 0.01% | +20,757 |
| AVERY DENNISON CORP | 1,271 | 1,271 | 0 | 223,022 | 206,118 | 0.00% | -16,904 |
| CVS HEALTH CORP(CVS) | 102,582 | 93,074 | -9,508 | 7,076,106 | 7,016,849 | 0.16% | -59,257 |
| COLUMBIA SPORTSWEAR CO(COLM) | 6,773 | 6,622 | -151 | 413,695 | 346,331 | 0.01% | -67,364 |
| EMERSON ELEC CO(EMR) | 52,825 | 52,825 | 0 | 7,043,157 | 6,929,584 | 0.16% | -113,573 |
| ABBVIE INC(ABBV) | 32,652 | 25,512 | -7,140 | 6,060,864 | 5,907,048 | 0.13% | -153,816 |
| EXPONENT INC(EXPO) | 30,500 | 30,500 | 0 | 2,278,655 | 2,119,140 | 0.05% | -159,515 |
| DECKERS OUTDOOR CORP(DECK) | 44,128 | 43,164 | -964 | 4,548,273 | 4,375,535 | 0.10% | -172,738 |
| VERALTO CORP(VLTO) | 801,150 | 756,211 | -44,939 | 80,876,093 | 80,619,655 | 1.81% | -256,438 |
| ECOLAB INC(ECL) | 186,680 | 182,669 | -4,011 | 50,299,059 | 50,025,733 | 1.12% | -273,326 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 110,000 | 0 | -110,000 | 467,500 | 0 | — | -467,500 |
| COLGATE PALMOLIVE CO(CL) | 39,810 | 38,975 | -835 | 3,618,729 | 3,115,662 | 0.07% | -503,067 |
| VALMONT INDS INC(VMI) | 54,910 | 44,862 | -10,048 | 17,931,959 | 17,394,344 | 0.39% | -537,615 |
| EMCOR GROUP INC(EME) | 52,897 | 42,600 | -10,297 | 28,294,076 | 27,670,404 | 0.62% | -623,672 |
| CLOUDFLARE INC(NET) | 38,400 | 31,500 | -6,900 | 7,519,872 | 6,759,585 | 0.15% | -760,287 |
| FEDERAL SIGNAL CORP(FSS) | 245,538 | 212,830 | -32,708 | 26,130,154 | 25,324,642 | 0.57% | -805,512 |
| GODADDY INC(GDDY) | 50,700 | 60,000 | +9,300 | 9,129,042 | 8,209,800 | 0.18% | -919,242 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 78,706 | 76,019 | -2,687 | 5,788,826 | 4,678,209 | 0.11% | -1,110,617 |
| BENTLEY SYS INC(BSY) | 296,706 | 288,537 | -8,169 | 16,013,223 | 14,853,885 | 0.33% | -1,159,338 |
| LINDE PLC(LIN) | 36,382 | 33,494 | -2,888 | 17,069,707 | 15,909,650 | 0.36% | -1,160,057 |
| PALOMAR HLDGS INC(PLMR) | 32,500 | 32,500 | 0 | 5,013,125 | 3,794,375 | 0.09% | -1,218,750 |
| PTC INC(PTC) | 476,080 | 397,181 | -78,899 | 82,047,627 | 80,635,686 | 1.81% | -1,411,941 |
| NOMAD FOODS LTD(NOMD) | 310,715 | 286,661 | -24,054 | 5,279,048 | 3,769,592 | 0.08% | -1,509,456 |
| BATH & BODY WORKS INC | 152,505 | 117,954 | -34,551 | 4,569,050 | 3,038,495 | 0.07% | -1,530,555 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 45,000 | 0 | -45,000 | 1,538,550 | 0 | — | -1,538,550 |
| MEDTRONIC PLC(MDT) | 124,594 | 97,342 | -27,252 | 10,860,859 | 9,270,852 | 0.21% | -1,590,007 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 40,006 | 36,741 | -3,265 | 46,995,848 | 45,103,619 | 1.01% | -1,892,229 |
| CINTAS CORP(CTAS) | 82,446 | 78,315 | -4,131 | 18,374,740 | 16,074,937 | 0.36% | -2,299,803 |
| BELLRING BRANDS INC(BRBR) | 132,476 | 132,476 | 0 | 7,674,335 | 4,815,503 | 0.11% | -2,858,832 |
| ROPER TECHNOLOGIES INC(ROP) | 42,170 | 42,170 | 0 | 23,903,643 | 21,029,757 | 0.47% | -2,873,886 |
| BOSTON SCIENTIFIC CORP(BSX) | 82,082 | 58,083 | -23,999 | 8,816,428 | 5,670,643 | 0.13% | -3,145,785 |
| AMER STATES WTR CO | 237,367 | 204,647 | -32,720 | 18,196,554 | 15,004,718 | 0.34% | -3,191,836 |