Investor
Robeco Schweiz AG
CIK 0001418427 · filed 2026-05-07 · SEC filing
13F book
$4.73B
Positions
126
12 new · 15 sold
Largest name
3.8%
Vertiv Holdings Co · VRT
Est. mark
$241.1M
Price effect on 114 names still held. Flow $24.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vertiv Holdings Co | VRT | 723K | $181.2M | 3.8% | $64M | Cut$39.6M |
| Quanta Svcs Inc | — | 323.3K | $177.5M | 3.8% | $40.6M | Added$42.4M |
| Nvent Electric Plc | NVT | 1.42M | $168.5M | 3.6% | $23M | Added$24.6M |
| Arm Holdings Plc | — | 1.01M | $152.4M | 3.2% | $27.8M | Added$80M |
| Lumentum Hldgs Inc | — | 214.8K | $151M | 3.2% | $71.8M | Cut$3.5M |
| Agilent Technologies, Inc. | A | 1.12M | $127.4M | 2.7% | −$23.2M | Added−$15.4M |
| First Solar, Inc. | FSLR | 645.7K | $127.4M | 2.7% | −$34.5M | Added−$13.5M |
| Analog Devices Inc | ADI | 394K | $125.3M | 2.7% | $14.3M | Added$42.5M |
| Autodesk, Inc. | ADSK | 513K | $122.8M | 2.6% | −$28.7M | Added−$27.3M |
| On Semiconductor Corp | ON | 1.96M | $121.5M | 2.6% | $10.1M | Added$50.8M |
| Marvell Technology, Inc. | MRVL | 1.2M | $119.1M | 2.5% | $13M | Added$40.7M |
| Regal Rexnord Corp | RRX | 573.1K | $107.3M | 2.3% | $26.6M | Added$27.7M |
| Monolithic Pwr Sys Inc | — | 95K | $103.9M | 2.2% | $17.8M | Cut$17.7M |
| Nextpower Inc. | NXT | 858.2K | $103.5M | 2.2% | $28.7M | Cut$24.6M |
| Generac Hldgs Inc | — | 477K | $93.2M | 2.0% | $22.1M | Added$42.2M |
| Itron, Inc. | ITRI | 951.7K | $85.3M | 1.8% | −$1.36M | Added$46.1M |
| Lattice Semiconductor Corp | LSCC | 901.2K | $83.6M | 1.8% | $17.1M | Added$18M |
| Xylem Inc. | XYL | 697.7K | $83.4M | 1.8% | −$11.6M | Cut−$20.4M |
| Carlisle Cos Inc | — | 249.6K | $83.3M | 1.8% | $3.4M | Added$4.24M |
| Veralto Corp | VLTO | 850.3K | $75.2M | 1.6% | −$8.33M | Added$2.04M |
| Trane Technologies Plc | TT | 174.2K | $72.6M | 1.5% | $3.33M | Added$25.6M |
| Idex Corp | — | 379.1K | $71.9M | 1.5% | $4.4M | Cut−$1.57M |
| Tetra Tech Inc New | — | 2.29M | $68.9M | 1.5% | −$7.82M | Cut−$9.83M |
| Procore Technologies, Inc. | PCOR | 1.17M | $66.6M | 1.4% | −$18.2M | Added−$17.5M |
| Thermo Fisher Scientific Inc. | TMO | 130.7K | $64.2M | 1.4% | −$10.1M | Added−$2.51M |
| Sunrun Inc. | RUN | 4.22M | $57.3M | 1.2% | −$14.3M | Added$3.04M |
| Danaher Corporation | — | 287.9K | $54.6M | 1.2% | −$10.6M | Added−$7.07M |
| Ferguson Enterprises Inc | — | 232.7K | $54.3M | 1.1% | $2.47M | Cut−$1.5M |
| Brookfield Renewable Corp | BEPC | 1.34M | $53.5M | 1.1% | $1.98M | Added$2.52M |
| Sociedad Quimica Y Minera De | — | 616.5K | $49.9M | 1.1% | $7.48M | Cut$2.76M |
| Ecolab Inc. | ECL | 186.2K | $49.5M | 1.0% | $651.7K | Cut−$11.1M |
| EMCOR Group, Inc. | EME | 64.3K | $47.4M | 1.0% | $5.72M | Added$19.8M |
| Power Integrations Inc | POWI | 870.2K | $44.6M | 0.9% | $9.83M | Added$22.3M |
| Comfort Sys Usa Inc | — | 31.5K | $43.4M | 0.9% | $14M | Cut$12.9M |
| Waters Corp | — | 144.9K | $43.1M | 0.9% | −$10.8M | Added−$7.03M |
| Api Group Corp | APG | 1.05M | $42.5M | 0.9% | $2.37M | Cut−$11.1M |
| Advanced Drain Sys Inc Del | — | 308.4K | $42.3M | 0.9% | −$2.37M | Cut−$10.5M |
| Applied Indl Technologies In | — | 155K | $41.1M | 0.9% | $1.28M | Added$2.69M |
| Teradyne, Inc | TER | 135.7K | $40.2M | 0.9% | $14M | Cut−$7.18M |
| Enphase Energy, Inc. | ENPH | 1.05M | $39.8M | 0.8% | — | New |
| Waste Mgmt Inc Del | — | 170.8K | $39.2M | 0.8% | $1.72M | Cut−$28.7M |
| Jacobs Solutions Inc. | J | 303.3K | $38.6M | 0.8% | −$1.39M | Added$3.04M |
| Core & Main, Inc. | CNM | 760.8K | $37.6M | 0.8% | −$1.96M | Cut−$4.96M |
| Corning Inc | — | 262.5K | $35.7M | 0.8% | $8.25M | Added$20.8M |
| Bloom Energy Corp | BE | 261.1K | $35.4M | 0.7% | — | New |
| Albemarle Corp | — | 194.9K | $35M | 0.7% | $7.42M | Cut−$11.2M |
| Avantor, Inc. | AVTR | 4.19M | $32.8M | 0.7% | −$15.2M | Cut−$50.6M |
| Aecom | ACM | 371.9K | $31.5M | 0.7% | −$3.91M | Cut−$4.75M |
| SOLV Energy, Inc. | MWH | 1M | $30.2M | 0.6% | — | New |
| Coherent Corp. | COHR | 114.4K | $27.3M | 0.6% | $3.08M | Added$16.6M |
| Dover Corp | DOV | 130.2K | $27.1M | 0.6% | $1.72M | Cut−$3.71M |
| Roper Technologies Inc | ROP | 74.8K | $26.5M | 0.6% | −$5.79M | Added−$1.78M |
| Cintas Corp | CTAS | 154.7K | $26.2M | 0.6% | −$2.93M | Cut−$3.03M |
| Federal Signal Corp | — | 241.4K | $26.1M | 0.6% | −$87.4K | Added$5.02M |
| PENTAIR plc | PNR | 293.1K | $25.5M | 0.5% | −$4.99M | Cut−$18.2M |
| Fortune Brands Innovations I | — | 646.7K | $25.2M | 0.5% | −$7.15M | Cut−$8.09M |
| American Wtr Wks Co Inc New | — | 183.4K | $25M | 0.5% | $1.03M | Cut−$8.99M |
| Texas Instrs Inc | — | 124K | $24.1M | 0.5% | $2.56M | Cut$1.02M |
| GFL Environmental Inc. | GFL | 577K | $24.1M | 0.5% | −$709.7K | Cut−$5.08M |
| Onto Innovation Inc. | ONTO | 114.7K | $23.5M | 0.5% | $5.41M | Cut$1.42M |
| Aura Minerals Inc. | AUGO | 286K | $23.3M | 0.5% | $8.11M | Added$10.2M |
| Nvidia Corp | NVDA | 129.5K | $22.6M | 0.5% | −$1.57M | Held |
| Keysight Technologies, Inc. | KEYS | 78.5K | $22.2M | 0.5% | $6.22M | Cut$4.57M |
| Viavi Solutions Inc. | VIAV | 660K | $22M | 0.5% | $9.2M | Added$11.4M |
| Linde Plc | LIN | 43.8K | $21.7M | 0.5% | $2.59M | Added$5.81M |
| Badger Meter Inc | BMI | 141.4K | $21.5M | 0.5% | −$3.07M | Added−$2.74M |
| Cencora, Inc. | COR | 68K | $21.4M | 0.5% | −$512.3K | Added$14M |
| Mettler Toledo International Inc/ | MTD | 16.9K | $21.3M | 0.5% | −$2.25M | Cut−$10.9M |
| NXP Semiconductors N.V. | NXPI | 106.3K | $20.9M | 0.4% | −$2.15M | Cut−$3.79M |
| Hudbay Minerals Inc. | HBM | 901K | $18.8M | 0.4% | $946K | Cut−$4.1M |
| Watts Water Technologies Inc | WTS | 63K | $18.3M | 0.4% | $899.5K | Cut$71.4K |
| Stmicroelectronics N V | — | 528.4K | $18.3M | 0.4% | $4.55M | Cut$3.57M |
| Te Connectivity Plc | TEL | 85.7K | $17.9M | 0.4% | −$1.59M | Cut−$15.4M |
| Smith A O Corp | AOS | 269.2K | $17.7M | 0.4% | −$253K | Cut−$273.1K |
| Qualcomm Inc | — | 137.5K | $17.7M | 0.4% | −$5.81M | Cut−$7.5M |
| Republic Svcs Inc | — | 76.8K | $16.8M | 0.4% | $348.8K | Added$6.4M |
| Tesla, Inc. | TSLA | 44.4K | $16.5M | 0.3% | −$3.07M | Added−$1.18M |
| Hesai Group | — | 840.4K | $16.1M | 0.3% | −$2.76M | Cut−$10.4M |
| Synopsys Inc | SNPS | 40.5K | $16.1M | 0.3% | −$2.14M | Added$2.34M |
| Snowflake Inc. | SNOW | 97.5K | $14.7M | 0.3% | −$3.71M | Added$2.82M |
| SPX Technologies, Inc. | SPXC | 71.7K | $14.3M | 0.3% | — | New |
| Cavco Inds Inc Del | — | 29.2K | $14.1M | 0.3% | −$2.77M | Added−$1.22M |
| Broadcom Inc. | AVGO | 43.7K | $13.5M | 0.3% | −$622K | Added$7.64M |
| Valmont Inds Inc | — | 33.2K | $13.3M | 0.3% | −$91.4K | Cut−$184.3K |
| Spotify Technology S.A. | SPOT | 26.5K | $12.9M | 0.3% | −$1.78M | Added$2.1M |
| Sprouts Fmrs Mkt Inc | — | 165K | $12.7M | 0.3% | −$229.4K | Added$5.53M |
| Ceco Environmental Corp | CECO | 198.7K | $11.8M | 0.3% | −$35.4K | Added$3.99M |
| Icf Intl Inc | — | 176.2K | $11.5M | 0.2% | −$3.53M | Held |
| Cadence Design System Inc | — | 40K | $11.1M | 0.2% | −$694.2K | Added$4.86M |
| Xpeng Inc | — | 621.6K | $10.6M | 0.2% | −$1.97M | Cut−$2.87M |
| Mks Inc | MKSI | 45.6K | $10.5M | 0.2% | $3.19M | Cut$2.07M |
| Sensient Technologies Corp | SXT | 120.8K | $10.4M | 0.2% | −$907.3K | Cut−$3.33M |
| Ptc Inc. | PTC | 71.4K | $10.2M | 0.2% | −$2.27M | Cut−$54.5M |
| Bentley Sys Inc | — | 288.5K | $10.1M | 0.2% | −$878.6K | Held |
| Commercial Metals Co | CMC | 164.5K | $10.1M | 0.2% | — | New |
| Osi Systems Inc | OSIS | 36.5K | $9.69M | 0.2% | $319.2K | Added$1.9M |
| Mueller Wtr Prods Inc | — | 348.7K | $9.58M | 0.2% | $1.28M | Cut$898.5K |
| Wesco Intl Inc | — | 35K | $9.58M | 0.2% | $1.01M | Cut−$7.38M |
| Simpson Mfg Inc | — | 44K | $7.55M | 0.2% | $446.6K | Held |
| Azz Inc | AZZ | 56.6K | $7.08M | 0.1% | $1.02M | Held |
| Emerson Elec Co | — | 52.8K | $6.92M | 0.1% | −$89.8K | Held |
| Ingersoll Rand Inc. | IR | 77.9K | $6.24M | 0.1% | $70.1K | Cut−$20M |
| Cisco Sys Inc | — | 72K | $5.59M | 0.1% | $40.3K | Cut−$7.19M |
| Ambarella Inc | AMBA | 104.2K | $5.36M | 0.1% | −$2.02M | Cut−$6.16M |
| Alcon Inc | ALC | 70.3K | $5.3M | 0.1% | −$243.2K | Cut−$1.85M |
| Medtronic Plc | MDT | 59.1K | $5.12M | 0.1% | −$555.8K | Cut−$2.13M |
| Fabrinet | FN | 9.8K | $5.11M | 0.1% | — | New |
| AbbVie Inc. | ABBV | 21.1K | $4.6M | 0.1% | −$232.6K | Cut−$1.23M |
| Cvs Health Corp | CVS | 61.8K | $4.44M | 0.1% | −$465.7K | Cut−$3.62M |
| Advanced Micro Devices Inc | AMD | 21.5K | $4.37M | 0.1% | — | New |
| Mirion Technologies, Inc. | MIR | 230K | $4.28M | 0.1% | −$1.11M | Held |
| International Flavors&Fragra | — | 58.2K | $4.22M | 0.1% | $300.2K | Cut−$901.5K |
| Unitedhealth Group Inc | UNH | 15.1K | $4.1M | 0.1% | −$900.8K | Cut−$1.93M |
| Colgate Palmolive Co | CL | 34.3K | $2.92M | 0.1% | $213.1K | Cut−$155.5K |
| Boston Scientific Corp | BSX | 44.3K | $2.78M | 0.1% | −$1.44M | Cut−$2.32M |
| Clean Harbors Inc | CLH | 9.5K | $2.72M | 0.1% | $496.4K | Cut−$24.8M |
| Owens Corning New | — | 20.5K | $2.22M | 0.0% | — | New |
| Maximus, Inc. | MMS | 31.4K | $2.01M | 0.0% | −$697.8K | Cut−$4.56M |
| Deckers Outdoor Corp | DECK | 17.6K | $1.77M | 0.0% | −$63.2K | Cut−$1.01M |
| On Hldg Ag | — | 48.1K | $1.64M | 0.0% | −$531.3K | Added−$345.6K |
| Eli Lilly & Co | LLY | 1.44K | $1.33M | 0.0% | — | New |
| Veeva Sys Inc | — | 3.91K | $686.8K | 0.0% | −$186K | Cut−$7.55M |
| Trimble Inc. | TRMB | 6.3K | $411K | 0.0% | — | New |
| H2o America | HTO | 6.13K | $359.5K | 0.0% | — | New |
| Zebra Technologies Corporati | — | 1.67K | $348.5K | 0.0% | −$49.8K | Added−$9.87K |
| Vital Farms, Inc. | VITL | 20.4K | $287.4K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.