Robeco Schweiz AG
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| LUMENTUM HLDGS INC | 471,048 | 400,097 | -70,951 | 76,644,220 | 147,471,753 | +70,827,533 |
| GENERAC HLDGS INC | 0 | 374,129 | +374,129 | 0 | 51,019,972 | +51,019,972 |
| TRANE TECHNOLOGIES PLC | 0 | 120,745 | +120,745 | 0 | 46,993,954 | +46,993,954 |
| JACOBS SOLUTIONS INC | 0 | 268,554 | +268,554 | 0 | 35,572,663 | +35,572,663 |
| IDEX CORP | 271,089 | 412,636 | +141,547 | 44,122,446 | 73,424,450 | +29,302,004 |
| ALBEMARLE CORP | 352,210 | 326,280 | -25,930 | 28,557,187 | 46,149,043 | +17,591,856 |
| SUNRUN INC | 2,138,191 | 2,946,776 | +808,585 | 36,969,322 | 54,220,678 | +17,251,356 |
| SOCIEDAD QUIMICA Y MINERA DE | 741,400 | 685,200 | -56,200 | 31,865,372 | 47,141,760 | +15,276,388 |
| XPENG INC | 0 | 666,000 | +666,000 | 0 | 13,506,480 | +13,506,480 |
| CINTAS CORP | 78,315 | 155,263 | +76,948 | 16,074,937 | 29,200,313 | +13,125,376 |
| AURA MINERALS INC | 0 | 260,000 | +260,000 | 0 | 13,107,900 | +13,107,900 |
| CISCO SYS INC | 0 | 165,900 | +165,900 | 0 | 12,779,277 | +12,779,277 |
| TE CONNECTIVITY PLC | 95,510 | 146,360 | +50,850 | 20,967,311 | 33,298,364 | +12,331,053 |
| JFROG LTD | 0 | 180,800 | +180,800 | 0 | 11,292,768 | +11,292,768 |
| NEXTPOWER INC | 913,564 | 905,310 | -8,254 | 67,594,600 | 78,861,554 | +11,266,954 |
| BADGER METER INC | 73,598 | 139,222 | +65,624 | 13,143,131 | 24,281,709 | +11,138,578 |
| ECOLAB INC | 182,669 | 231,059 | +48,390 | 50,025,733 | 60,657,609 | +10,631,876 |
| MKS INC. | 0 | 52,630 | +52,630 | 0 | 8,410,274 | +8,410,274 |
| VEEVA SYS INC | 0 | 36,910 | +36,910 | 0 | 8,239,419 | +8,239,419 |
| OSI SYSTEMS INC | 0 | 30,547 | +30,547 | 0 | 7,791,318 | +7,791,318 |
| CENCORA INC | 0 | 21,700 | +21,700 | 0 | 7,329,175 | +7,329,175 |
| ROPER TECHNOLOGIES INC | 42,170 | 63,460 | +21,290 | 21,029,757 | 28,247,950 | +7,218,193 |
| VERTIV HOLDINGS CO | 895,097 | 873,883 | -21,214 | 135,034,333 | 141,577,785 | +6,543,452 |
| ANALOG DEVICES INC | 312,568 | 305,297 | -7,271 | 76,797,958 | 82,796,547 | +5,998,589 |
| FIRST SOLAR INC | 612,279 | 539,078 | -73,201 | 135,025,888 | 140,823,346 | +5,797,458 |
| GODADDY INC | 60,000 | 110,300 | +50,300 | 8,209,800 | 13,686,024 | +5,476,224 |
| HUDBAY MINERALS INC | 1,155,000 | 1,155,000 | 0 | 17,509,800 | 22,926,750 | +5,416,950 |
| ON SEMICONDUCTOR CORP | 1,326,268 | 1,305,189 | -21,079 | 65,398,275 | 70,675,985 | +5,277,710 |
| DOVER CORP | 153,567 | 157,955 | +4,388 | 25,619,583 | 30,839,134 | +5,219,551 |
| API GROUP CORP | 1,411,585 | 1,401,270 | -10,315 | 48,516,176 | 53,612,590 | +5,096,414 |
| VIAVI SOLUTIONS INC | 450,000 | 595,000 | +145,000 | 5,710,500 | 10,602,900 | +4,892,400 |
| DANAHER CORPORATION | 286,522 | 269,328 | -17,194 | 56,805,852 | 61,654,566 | +4,848,714 |
| KEYSIGHT TECHNOLOGIES INC | 77,000 | 86,600 | +9,600 | 13,468,840 | 17,596,254 | +4,127,414 |
| NVENT ELECTRIC PLC | 1,422,995 | 1,411,365 | -11,630 | 140,364,227 | 143,916,889 | +3,552,662 |
| COHERENT CORP | 66,400 | 57,500 | -8,900 | 7,152,608 | 10,612,775 | +3,460,167 |
| TERADYNE INC | 322,714 | 244,969 | -77,745 | 44,418,354 | 47,416,200 | +2,997,846 |
| WESCO INTL INC | 66,900 | 69,300 | +2,400 | 14,149,350 | 16,953,552 | +2,804,202 |
| SERVICETITAN INC | 61,500 | 83,200 | +21,700 | 6,201,045 | 8,860,800 | +2,659,755 |
| ONTO INNOVATION INC | 151,910 | 140,000 | -11,910 | 19,629,810 | 22,100,400 | +2,470,590 |
| WASTE MGMT INC DEL | 299,861 | 309,312 | +9,451 | 66,218,305 | 67,958,940 | +1,740,635 |
| AZZ INC | 40,000 | 56,600 | +16,600 | 4,365,200 | 6,066,388 | +1,701,188 |
| HESAI GROUP | 881,000 | 1,179,500 | +298,500 | 24,756,100 | 26,420,800 | +1,664,700 |
| SPOTIFY TECHNOLOGY S A | 13,473 | 18,544 | +5,071 | 9,404,154 | 10,768,686 | +1,364,532 |
| BROADCOM INC | 13,900 | 17,000 | +3,100 | 4,585,749 | 5,883,700 | +1,297,951 |
| QUANTA SVCS INC | 322,979 | 320,061 | -2,918 | 133,848,957 | 135,084,945 | +1,235,988 |
| SNOWFLAKE INC | 48,000 | 54,200 | +6,200 | 10,826,400 | 11,889,312 | +1,062,912 |
| CVS HEALTH CORP | 93,074 | 101,509 | +8,435 | 7,016,849 | 8,055,754 | +1,038,905 |
| SENSIENT TECHNOLOGIES CORP | 136,401 | 146,623 | +10,222 | 12,801,234 | 13,775,231 | +973,997 |
| PALOMAR HLDGS INC | 32,500 | 32,500 | 0 | 3,794,375 | 4,379,700 | +585,325 |
| INTERNATIONAL FLAVORS&FRAGRA | 76,019 | 76,019 | 0 | 4,678,209 | 5,122,920 | +444,711 |
| ALCON AG | 90,629 | 90,629 | 0 | 6,752,767 | 7,142,471 | +389,704 |
| CAVCO INDS INC DEL | 26,000 | 26,000 | 0 | 15,098,980 | 15,359,240 | +260,260 |
| ON HLDG AG | 42,637 | 42,637 | 0 | 1,805,677 | 1,981,768 | +176,091 |
| EMERSON ELEC CO | 52,825 | 52,825 | 0 | 6,929,584 | 7,010,934 | +81,350 |
| GFL ENVIRONMENTAL INC | 613,949 | 678,861 | +64,912 | 29,088,904 | 29,157,080 | +68,176 |
| THERMO FISHER SCIENTIFIC INC | 137,514 | 115,205 | -22,309 | 66,697,041 | 66,755,537 | +58,496 |
| ICON PLC | 5,582 | 5,582 | 0 | 976,850 | 1,017,152 | +40,302 |
| MIRION TECHNOLOGIES INC | 230,000 | 230,000 | 0 | 5,349,800 | 5,386,600 | +36,800 |
| COLUMBIA SPORTSWEAR CO | 6,622 | 6,622 | 0 | 346,331 | 364,806 | +18,475 |
| LINDE PLC | 33,494 | 37,328 | +3,834 | 15,909,650 | 15,916,286 | +6,636 |
| EMCOR GROUP INC | 42,600 | 45,226 | +2,626 | 27,670,404 | 27,668,814 | -1,590 |
| AVERY DENNISON CORP | 1,271 | 1,103 | -168 | 206,118 | 200,614 | -5,504 |
| NVIDIA CORPORATION | 129,500 | 129,500 | 0 | 24,162,110 | 24,151,750 | -10,360 |
| WILLIAMS SONOMA INC | 1,546 | 1,546 | 0 | 302,166 | 276,100 | -26,066 |
| COLGATE PALMOLIVE CO | 38,975 | 38,975 | 0 | 3,115,662 | 3,079,805 | -35,857 |
| ZEBRA TECHNOLOGIES CORPORATI | 1,368 | 1,476 | +108 | 406,515 | 358,402 | -48,113 |
| ABBVIE INC | 25,512 | 25,512 | 0 | 5,907,048 | 5,829,237 | -77,811 |
| QUALCOMM INC | 152,695 | 147,395 | -5,300 | 25,402,340 | 25,211,915 | -190,425 |
| SIMPSON MFG INC | 44,000 | 44,000 | 0 | 7,368,240 | 7,104,680 | -263,560 |
| UNITEDHEALTH GROUP INC | 18,261 | 18,261 | 0 | 6,305,523 | 6,028,139 | -277,384 |
| SPROUTS FMRS MKT INC | 68,819 | 90,319 | +21,500 | 7,487,507 | 7,195,715 | -291,792 |
| LATTICE SEMICONDUCTOR CORP | 900,191 | 892,057 | -8,134 | 66,002,004 | 65,637,554 | -364,450 |
| NOMAD FOODS LTD | 286,661 | 268,033 | -18,628 | 3,769,592 | 3,353,093 | -416,499 |
| BOSTON SCIENTIFIC CORP | 58,083 | 53,413 | -4,670 | 5,670,643 | 5,092,930 | -577,713 |
| MUELLER WTR PRODS INC | 363,683 | 364,669 | +986 | 9,281,190 | 8,686,416 | -594,774 |
| WATTS WATER TECHNOLOGIES INC | 67,532 | 66,032 | -1,500 | 18,860,337 | 18,226,153 | -634,184 |
| TETRA TECH INC NEW | 2,379,020 | 2,347,104 | -31,916 | 79,411,688 | 78,721,868 | -689,820 |
| CADENCE DESIGN SYSTEM INC | 20,000 | 20,000 | 0 | 7,025,200 | 6,251,600 | -773,600 |
| REPUBLIC SVCS INC | 49,200 | 49,200 | 0 | 11,290,416 | 10,426,956 | -863,460 |
| PROCORE TECHNOLOGIES INC | 1,166,668 | 1,156,128 | -10,540 | 85,073,431 | 84,096,750 | -976,681 |
| MAXIMUS INC | 86,021 | 76,162 | -9,859 | 7,859,739 | 6,574,304 | -1,285,435 |
| ICF INTL INC | 175,892 | 176,188 | +296 | 16,322,778 | 15,028,836 | -1,293,942 |
| CELESTICA INC | 61,500 | 46,800 | -14,700 | 15,152,370 | 13,834,548 | -1,317,822 |
| DECKERS OUTDOOR CORP | 43,164 | 26,735 | -16,429 | 4,375,535 | 2,771,618 | -1,603,917 |
| DELL TECHNOLOGIES INC | 109,300 | 109,300 | 0 | 15,495,461 | 13,758,684 | -1,736,777 |
| STMICROELECTRONICS N V | 584,960 | 566,130 | -18,830 | 16,530,970 | 14,685,412 | -1,845,558 |
| MEDTRONIC PLC | 97,342 | 75,494 | -21,848 | 9,270,852 | 7,251,954 | -2,018,898 |
| NXP SEMICONDUCTORS N V | 117,845 | 113,845 | -4,000 | 26,836,842 | 24,711,196 | -2,125,646 |
| TEXAS INSTRS INC | 137,484 | 132,884 | -4,600 | 25,259,935 | 23,054,045 | -2,205,890 |
| FORTUNE BRANDS INNOVATIONS I | 665,136 | 665,594 | +458 | 35,511,611 | 33,293,012 | -2,218,599 |
| CORNING INC | 209,500 | 170,500 | -39,000 | 17,185,285 | 14,928,980 | -2,256,305 |
| SILGAN HLDGS INC | 199,187 | 155,787 | -43,400 | 8,567,033 | 6,289,121 | -2,277,912 |
| POWER INTEGRATIONS INC | 625,238 | 627,474 | +2,236 | 25,140,820 | 22,300,426 | -2,840,394 |
| BELLRING BRANDS INC | 132,476 | 72,015 | -60,461 | 4,815,503 | 1,924,961 | -2,890,542 |
| TESLA INC | 46,495 | 39,355 | -7,140 | 20,677,256 | 17,698,731 | -2,978,525 |
| CARLISLE COS INC | 249,358 | 247,111 | -2,247 | 82,028,808 | 79,040,925 | -2,987,883 |
| SYNOPSYS INC | 34,500 | 29,200 | -5,300 | 17,021,955 | 13,715,824 | -3,306,131 |
| MARVELL TECHNOLOGY INC | 973,765 | 922,851 | -50,914 | 81,864,423 | 78,423,878 | -3,440,545 |
| SMITH A O CORP | 293,470 | 269,470 | -24,000 | 21,543,633 | 18,022,154 | -3,521,479 |
| AMERICAN WTR WKS CO INC NEW | 270,132 | 260,157 | -9,975 | 37,599,673 | 33,950,489 | -3,649,184 |