Robeco Schweiz AG

13F filer · CIK 0001418427

Reported Jul 28, 2026

13F portfolio value$6.23BU.S. long equity reported on 13F

Positions126Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight34.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026126 positions
ARMArm Holdings PLC	$293M	4.71%	0.08%	-17.9%	Q3 2023
MRVLMarvell Technology, Inc.	$286M	4.59%	0.11%	-20.1%	Q1 2019
NVTnVent Electric plc	$246M	3.94%	0.90%	+1.8%	Q2 2023
PWRQuanta Services, Inc.	$235M	3.77%	0.22%	+1.0%	Q2 2013
VRTVertiv Holdings Co	$214M	3.43%	0.17%	-11.8%	Q4 2020
ADIAnalog Devices Inc	$210M	3.36%	0.11%	+33.9%	Q3 2017
RRXRegal Rexnord Corp	$168M	2.70%	1.06%	+23.2%	Q2 2013
ONOn Semiconductor Corp	$163M	2.61%	0.44%	-12.2%	Q2 2014
LITELumentum Holdings Inc.	$158M	2.53%	0.21%	-14.3%	Q3 2019
FSLRFirst Solar, Inc.	$154M	2.47%	0.61%	+1.0%	Q4 2013
GNRCGenerac Holdings Inc.	$141M	2.26%	0.82%	+1.0%	Q2 2020
LSCCLattice Semiconductor Corp	$139M	2.23%	0.66%	+1.0%	Q1 2020
AAgilent Technologies, Inc.	$134M	2.15%	0.36%	-9.8%	Q4 2014
MPWRMonolithic Power Systems, Inc.	$133M	2.13%	0.20%	+1.1%	Q4 2013
POWIPower Integrations Inc	$112M	1.80%	2.40%	+54.0%	Q3 2013
NXTNextpower Inc.	$103M	1.65%	0.63%	+0.9%	Q4 2024
ENPHEnphase Energy, Inc.	$102M	1.63%	1.56%	+96.0%	Q3 2014
ADSKAutodesk, Inc.	$99.7M	1.60%	0.24%	0.0%	Q2 2013
XYLXylem Inc.	$96.2M	1.54%	0.34%	+16.6%	Q2 2013
BEBloom Energy Corp	$95.8M	1.54%	0.11%	+21.3%	Q1 2026
TMOThermo Fisher Scientific Inc.	$95.7M	1.54%	0.05%	+46.1%	Q2 2013
CSLCarlisle Companies Inc	$91.4M	1.47%	0.63%	+1.0%	Q1 2023
ITRIItron, Inc.	$91.2M	1.46%	2.41%	+10.7%	Q2 2013
MWHSOLV Energy, Inc.	$89.9M	1.44%	Not reported	+162.9%	Q1 2026
TTEKTetra Tech Inc	$89.5M	1.44%	1.21%	+35.5%	Q2 2013
TTTrane Technologies plc	$86.4M	1.39%	0.08%	+1.0%	Q1 2024
VLTOVeralto Corp	$78.2M	1.25%	0.36%	+3.8%	Q3 2023
IEXIdex Corp	$73.1M	1.17%	0.44%	-15.0%	Q2 2013
GLWCorning Inc	$72.4M	1.16%	0.03%	+8.0%	Q2 2013
FERGFerguson Enterprises Inc.	$65.5M	1.05%	0.14%	+18.6%	Q4 2023
TERTeradyne, Inc	$62.5M	1.00%	0.08%	-4.8%	Q1 2020
ECLEcolab Inc.	$60.5M	0.97%	0.08%	+16.5%	Q2 2013
DHRDanaher Corp	$59M	0.95%	0.04%	+7.6%	Q2 2013
FRVOFervo Energy Co	$57.6M	0.92%	Not reported	New	Q2 2026
WATWaters Corp	$57.1M	0.92%	0.16%	+5.1%	Q2 2013
RUNSunrun Inc.	$57M	0.92%	1.78%	+1.0%	Q4 2015
ONTOOnto Innovation Inc.	$55.7M	0.89%	0.30%	+28.3%	Q3 2020
EMEEMCOR Group, Inc.	$54.3M	0.87%	0.15%	+1.9%	Q3 2020
AITApplied Industrial Technologies Inc	$50.9M	0.82%	0.41%	-2.9%	Q2 2022
WMWaste Management Inc	$49.1M	0.79%	0.06%	+29.1%	Q2 2013
PCORProcore Technologies, Inc.	$47.9M	0.77%	0.78%	+1.0%	Q4 2023
VIAVViavi Solutions Inc.	$42.8M	0.69%	0.36%	+35.8%	Q2 2025
WMSAdvanced Drainage Systems, Inc.	$42.7M	0.68%	0.38%	-11.9%	Q3 2019
SQMChemical & Mining Co of Chile Inc	$41.2M	0.66%	0.21%	-9.8%	Q2 2013
STMSTMicroelectronics N.V.	$40.4M	0.65%	0.06%	+2.0%	Q2 2023
JJacobs Solutions Inc.	$38.2M	0.61%	0.26%	+0.1%	Q4 2025
APGAPi Group Corp	$37.8M	0.61%	0.21%	-14.9%	Q3 2020
SPXCSPX Technologies, Inc.	$37.5M	0.60%	0.31%	+113.1%	Q3 2023
TXNTexas Instruments Inc	$36.4M	0.58%	0.01%	-1.5%	Q1 2018
LINLinde PLC	$35.8M	0.57%	0.02%	+57.6%	Q4 2018

Q1 2026Reported May 7, 2026126 positions
VRTVertiv Holdings Co	$181M	3.83%	0.19%	-17.3%	Q4 2020
PWRQuanta Services, Inc.	$178M	3.75%	0.22%	+1.0%	Q2 2013
NVTnVent Electric plc	$168M	3.56%	0.88%	+0.9%	Q2 2023
ARMArm Holdings PLC	$152M	3.22%	0.09%	+52.0%	Q3 2023
LITELumentum Holdings Inc.	$151M	3.19%	0.30%	-46.3%	Q3 2019
AAgilent Technologies, Inc.	$127M	2.69%	0.40%	+6.5%	Q4 2014
FSLRFirst Solar, Inc.	$127M	2.69%	0.60%	+19.8%	Q4 2013
ADIAnalog Devices Inc	$125M	2.65%	0.08%	+29.0%	Q3 2017
ADSKAutodesk, Inc.	$123M	2.60%	0.24%	+1.1%	Q2 2013
ONOn Semiconductor Corp	$122M	2.57%	0.50%	+50.4%	Q2 2014
MRVLMarvell Technology, Inc.	$119M	2.52%	0.14%	+30.3%	Q1 2019
RRXRegal Rexnord Corp	$107M	2.27%	0.86%	+1.0%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$104M	2.20%	0.19%	0.0%	Q4 2013
NXTNextpower Inc.	$103M	2.19%	0.63%	-5.2%	Q4 2024
GNRCGenerac Holdings Inc.	$93.2M	1.97%	0.81%	+27.5%	Q2 2020
ITRIItron, Inc.	$85.3M	1.80%	2.15%	+125.3%	Q2 2013
LSCCLattice Semiconductor Corp	$83.6M	1.77%	0.66%	+1.0%	Q1 2020
XYLXylem Inc.	$83.4M	1.76%	0.29%	-8.5%	Q2 2013
CSLCarlisle Companies Inc	$83.3M	1.76%	0.62%	+1.0%	Q1 2023
VLTOVeralto Corp	$75.2M	1.59%	0.34%	+16.0%	Q3 2023
TTTrane Technologies plc	$72.6M	1.54%	0.08%	+44.3%	Q1 2024
IEXIdex Corp	$71.9M	1.52%	0.51%	-8.1%	Q2 2013
TTEKTetra Tech Inc	$68.9M	1.46%	0.88%	-2.6%	Q2 2013
PCORProcore Technologies, Inc.	$66.6M	1.41%	0.77%	+1.0%	Q4 2023
TMOThermo Fisher Scientific Inc.	$64.2M	1.36%	0.04%	+13.5%	Q2 2013
RUNSunrun Inc.	$57.3M	1.21%	1.79%	+43.3%	Q4 2015
DHRDanaher Corp	$54.6M	1.15%	0.04%	+6.9%	Q2 2013
FERGFerguson Enterprises Inc.	$54.3M	1.15%	0.12%	-7.1%	Q4 2023
BEPCBrookfield Renewable Corp	$53.5M	1.13%	0.78%	+1.0%	Q4 2024
SQMChemical & Mining Co of Chile Inc	$49.9M	1.06%	0.23%	-10.0%	Q2 2013
ECLEcolab Inc.	$49.5M	1.05%	0.07%	-19.4%	Q2 2013
EMEEMCOR Group, Inc.	$47.4M	1.00%	0.14%	+42.1%	Q3 2020
POWIPower Integrations Inc	$44.6M	0.94%	1.57%	+38.7%	Q3 2013
FIXComfort Systems USA Inc	$43.4M	0.92%	0.09%	-3.7%	Q3 2020
WATWaters Corp	$43.1M	0.91%	0.15%	+9.7%	Q2 2013
APGAPi Group Corp	$42.5M	0.90%	0.24%	-25.2%	Q3 2020
WMSAdvanced Drainage Systems, Inc.	$42.3M	0.89%	0.42%	-15.4%	Q3 2019
AITApplied Industrial Technologies Inc	$41.1M	0.87%	0.42%	+3.6%	Q2 2022
TERTeradyne, Inc	$40.2M	0.85%	0.09%	-44.6%	Q1 2020
ENPHEnphase Energy, Inc.	$39.8M	0.84%	0.80%	Not reported	Q3 2014
WMWaste Management Inc	$39.2M	0.83%	0.04%	-44.8%	Q2 2013
JJacobs Solutions Inc.	$38.6M	0.82%	0.26%	+13.0%	Q4 2025
CNMCore & Main, Inc.	$37.6M	0.79%	Not reported	-7.1%	Q1 2022
GLWCorning Inc	$35.7M	0.75%	0.03%	+54.0%	Q2 2013
BEBloom Energy Corp	$35.4M	0.75%	0.09%	New	Q1 2026
ALBAlbemarle Corp	$35M	0.74%	0.17%	-40.3%	Q3 2015
AVTRAvantor, Inc.	$32.8M	0.69%	0.61%	-42.5%	Q3 2021
ACMAecom	$31.5M	0.67%	0.29%	-2.3%	Q2 2013
MWHSOLV Energy, Inc.	$30.2M	0.64%	Not reported	New	Q1 2026
COHRCoherent Corp.	$27.3M	0.58%	0.06%	+99.0%	Q1 2014

Q4 2025Reported Feb 3, 2026129 positions
ADSKAutodesk, Inc.	$150M	3.36%	0.24%	-2.6%	Q2 2013
LITELumentum Holdings Inc.	$147M	3.30%	0.56%	-15.1%	Q3 2019
NVTnVent Electric plc	$144M	3.22%	0.87%	-0.8%	Q2 2023
AAgilent Technologies, Inc.	$143M	3.20%	0.37%	-9.9%	Q4 2014
VRTVertiv Holdings Co	$142M	3.17%	0.23%	-2.4%	Q4 2020
FSLRFirst Solar, Inc.	$141M	3.16%	0.50%	-12.0%	Q4 2013
PWRQuanta Services, Inc.	$135M	3.03%	0.21%	-0.9%	Q2 2013
XYLXylem Inc.	$104M	2.33%	0.31%	-4.3%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$86.1M	1.93%	0.20%	-8.0%	Q4 2013
PCORProcore Technologies, Inc.	$84.1M	1.88%	0.76%	-0.9%	Q4 2023
AVTRAvantor, Inc.	$83.4M	1.87%	1.07%	-8.1%	Q3 2021
ADIAnalog Devices Inc	$82.8M	1.86%	0.06%	-2.3%	Q3 2017
RRXRegal Rexnord Corp	$79.6M	1.78%	0.85%	-6.3%	Q2 2013
CSLCarlisle Companies Inc	$79M	1.77%	0.60%	-0.9%	Q1 2023
NXTNextpower Inc.	$78.9M	1.77%	0.66%	-0.9%	Q4 2024
TTEKTetra Tech Inc	$78.7M	1.76%	0.90%	-1.3%	Q2 2013
MRVLMarvell Technology, Inc.	$78.4M	1.76%	0.11%	-5.2%	Q1 2019
IEXIdex Corp	$73.4M	1.65%	0.55%	+52.2%	Q2 2013
VLTOVeralto Corp	$73.1M	1.64%	0.30%	-3.1%	Q3 2023
ARMArm Holdings PLC	$72.4M	1.62%	0.06%	-1.9%	Q3 2023
ONOn Semiconductor Corp	$70.7M	1.58%	0.33%	-1.6%	Q2 2014
WMWaste Management Inc	$68M	1.52%	0.08%	+3.2%	Q2 2013
TMOThermo Fisher Scientific Inc.	$66.8M	1.50%	0.03%	-16.2%	Q2 2013
LSCCLattice Semiconductor Corp	$65.6M	1.47%	0.65%	-0.9%	Q1 2020
PTCPTC Inc.	$64.7M	1.45%	0.31%	-6.5%	Q1 2014
DHRDanaher Corp	$61.7M	1.38%	0.04%	-6.0%	Q2 2013
ECLEcolab Inc.	$60.7M	1.36%	0.08%	+26.5%	Q2 2013
FERGFerguson Enterprises Inc.	$55.8M	1.25%	0.13%	-18.4%	Q4 2023
RUNSunrun Inc.	$54.2M	1.21%	1.26%	+37.8%	Q4 2015
APGAPi Group Corp	$53.6M	1.20%	0.34%	-0.7%	Q3 2020
WMSAdvanced Drainage Systems, Inc.	$52.8M	1.18%	0.50%	-10.6%	Q3 2019
GNRCGenerac Holdings Inc.	$51M	1.14%	0.64%	Not reported	Q2 2020
BEPCBrookfield Renewable Corp	$50.9M	1.14%	0.77%	-29.5%	Q4 2024
WATWaters Corp	$50.2M	1.12%	0.22%	-62.0%	Q2 2013
TERTeradyne, Inc	$47.4M	1.06%	0.16%	-24.1%	Q1 2020
SQMChemical & Mining Co of Chile Inc	$47.1M	1.06%	0.26%	-7.6%	Q2 2013
TTTrane Technologies plc	$47M	1.05%	0.05%	Not reported	Q1 2024
ALBAlbemarle Corp	$46.1M	1.03%	0.28%	-7.4%	Q3 2015
PNRPENTAIR plc	$43.7M	0.98%	0.26%	-2.6%	Q2 2013
CNMCore & Main, Inc.	$42.5M	0.95%	Not reported	-22.1%	Q1 2022
ITRIItron, Inc.	$39.2M	0.88%	0.94%	+13.5%	Q2 2013
AITApplied Industrial Technologies Inc	$38.4M	0.86%	0.40%	-20.1%	Q2 2022
ACMAecom	$36.3M	0.81%	0.29%	+8.5%	Q2 2013
JJacobs Solutions Inc.	$35.6M	0.80%	0.23%	New	Q4 2025
AWKAmerican Water Works Company, Inc.	$34M	0.76%	0.13%	-3.7%	Q2 2013
TELTE Connectivity plc	$33.3M	0.75%	0.05%	+53.2%	Q3 2017
FBINFortune Brands Innovations, Inc.	$33.3M	0.75%	0.55%	+0.1%	Q3 2016
MTDMettler Toledo International Inc/	$32.3M	0.72%	0.10%	-37.0%	Q2 2013
DOVDOVER Corp	$30.8M	0.69%	0.12%	+2.9%	Q1 2020
FIXComfort Systems USA Inc	$30.5M	0.68%	0.09%	-52.8%	Q3 2020

Q3 2025Reported Oct 27, 2025128 positions
ADSKAutodesk, Inc.	$165M	3.72%	0.24%	-11.1%	Q2 2013
AAgilent Technologies, Inc.	$150M	3.36%	0.41%	-3.3%	Q4 2014
NVTnVent Electric plc	$140M	3.16%	0.88%	-2.8%	Q2 2023
VRTVertiv Holdings Co	$135M	3.04%	0.23%	-13.6%	Q4 2020
FSLRFirst Solar, Inc.	$135M	3.04%	0.57%	-3.1%	Q4 2013
PWRQuanta Services, Inc.	$134M	3.01%	0.22%	-3.1%	Q2 2013
XYLXylem Inc.	$117M	2.64%	0.33%	-9.6%	Q2 2013
WATWaters Corp	$104M	2.34%	0.58%	+87.5%	Q2 2013
AVTRAvantor, Inc.	$98.8M	2.22%	1.16%	-9.3%	Q3 2021
ARMArm Holdings PLC	$95.6M	2.15%	0.06%	-7.7%	Q3 2023
MPWRMonolithic Power Systems, Inc.	$95M	2.14%	0.22%	-3.3%	Q4 2013
RRXRegal Rexnord Corp	$86.9M	1.95%	0.91%	-3.8%	Q2 2013
PCORProcore Technologies, Inc.	$85.1M	1.91%	0.78%	-3.1%	Q4 2023
CSLCarlisle Companies Inc	$82M	1.84%	0.60%	-3.1%	Q1 2023
MRVLMarvell Technology, Inc.	$81.9M	1.84%	0.11%	+1.4%	Q1 2019
PTCPTC Inc.	$80.6M	1.81%	0.33%	-16.6%	Q1 2014
VLTOVeralto Corp	$80.6M	1.81%	0.30%	-5.6%	Q3 2023
TTEKTetra Tech Inc	$79.4M	1.79%	0.91%	-15.0%	Q2 2013
ADIAnalog Devices Inc	$76.8M	1.73%	0.06%	-10.7%	Q3 2017
LITELumentum Holdings Inc.	$76.6M	1.72%	0.66%	-18.2%	Q3 2019
FERGFerguson Enterprises Inc.	$69M	1.55%	0.16%	-33.8%	Q4 2023
NXTNextpower Inc.	$67.6M	1.52%	0.67%	-3.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$66.7M	1.50%	0.04%	-14.9%	Q2 2013
WMWaste Management Inc	$66.2M	1.49%	0.07%	-14.5%	Q2 2013
LSCCLattice Semiconductor Corp	$66M	1.48%	0.66%	-3.1%	Q1 2020
ONOn Semiconductor Corp	$65.4M	1.47%	0.32%	-7.7%	Q2 2014
BEPCBrookfield Renewable Corp	$64.8M	1.46%	1.09%	-3.1%	Q4 2024
FIXComfort Systems USA Inc	$57.1M	1.28%	0.20%	-21.6%	Q3 2020
DHRDanaher Corp	$56.8M	1.28%	0.04%	-13.8%	Q2 2013
CNMCore & Main, Inc.	$56.6M	1.27%	Not reported	+0.6%	Q1 2022
WMSAdvanced Drainage Systems, Inc.	$56.5M	1.27%	0.56%	+22.5%	Q3 2019
ECLEcolab Inc.	$50M	1.12%	0.06%	-2.2%	Q2 2013
AITApplied Industrial Technologies Inc	$48.9M	1.10%	0.50%	+0.2%	Q2 2022
APGAPi Group Corp	$48.5M	1.09%	0.34%	+4.4%	Q3 2020
PNRPENTAIR plc	$47.7M	1.07%	0.26%	-23.4%	Q2 2013
ITRIItron, Inc.	$46.4M	1.04%	0.81%	+31.2%	Q2 2013
ACMAecom	$45.8M	1.03%	0.27%	-7.6%	Q2 2013
MTDMettler Toledo International Inc/	$45.1M	1.01%	0.18%	-8.2%	Q2 2013
TERTeradyne, Inc	$44.4M	1.00%	0.21%	-1.4%	Q1 2020
IEXIdex Corp	$44.1M	0.99%	0.36%	+14.2%	Q2 2013
CLHClean Harbors Inc	$43.2M	0.97%	0.35%	-7.7%	Q2 2013
JCIJohnson Controls International plc	$38.2M	0.86%	0.05%	-3.1%	Q2 2020
AWKAmerican Water Works Company, Inc.	$37.6M	0.85%	0.14%	-9.6%	Q2 2013
RUNSunrun Inc.	$37M	0.83%	0.92%	Not reported	Q4 2015
FBINFortune Brands Innovations, Inc.	$35.5M	0.80%	0.55%	-1.7%	Q3 2016
SQMChemical & Mining Co of Chile Inc	$31.9M	0.72%	0.28%	-33.1%	Q2 2013
IRIngersoll Rand Inc.	$31.5M	0.71%	0.10%	-9.7%	Q3 2021
GFLGFL Environmental Inc.	$29.1M	0.65%	Not reported	+13.2%	Q1 2025
ALBAlbemarle Corp	$28.6M	0.64%	0.30%	-9.2%	Q3 2015
EMEEMCOR Group, Inc.	$27.7M	0.62%	0.10%	-19.5%	Q3 2020

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