Robeco Schweiz Ag Top Holdings and 13F Report (2025) About Robeco Schweiz AgInvestment ActivityRobeco Schweiz Ag has $4.06 billion in total holdings as of March 31, 2025.Robeco Schweiz Ag owns shares of 129 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 9.07% of the portfolio was purchased this quarter.About 11.17% of the portfolio was sold this quarter.This quarter, Robeco Schweiz Ag has purchased 120 new stocks and bought additional shares in 44 stocks.Robeco Schweiz Ag sold shares of 53 stocks and completely divested from 5 stocks this quarter.Largest Holdings Autodesk $162,782,789Avantor $134,363,393Agilent Technologies $128,995,600Xylem $119,009,158PTC $103,394,416 Largest New Holdings this Quarter 36168Q104 - GFL Environmental $32,724,131 Holding29084Q100 - EMCOR Group $21,141,727 HoldingG6331P104 - Alpha and Omega Semiconductor $19,434,355 Holding49338L103 - Keysight Technologies $11,532,290 Holding219350105 - Corning $10,323,390 Holding Largest Purchases this Quarter Comfort Systems USA 106,152 shares (about $34.22M)GFL Environmental 677,378 shares (about $32.72M)Tetra Tech 742,241 shares (about $21.71M)EMCOR Group 57,197 shares (about $21.14M)Alpha and Omega Semiconductor 781,752 shares (about $19.43M) Largest Sales this Quarter American Water Works 331,622 shares (about $48.92M)Quanta Services 124,354 shares (about $31.61M)Albemarle 430,000 shares (about $30.97M)Carlisle Companies 72,070 shares (about $24.54M)Pentair 255,383 shares (about $22.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRobeco Schweiz Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADSKAutodesk$162,782,789$6,777,740 ▲4.3%621,7834.0%Computer and TechnologyAVTRAvantor$134,363,393$10,963,877 ▲8.9%8,288,9203.3%MedicalAAgilent Technologies$128,995,600$6,295,981 ▼-4.7%1,102,7153.2%MedicalXYLXylem$119,009,158$17,740,885 ▼-13.0%996,2262.9%Business ServicesPTCPTC$103,394,416$13,821,385 ▲15.4%667,2762.5%Computer and TechnologyTTEKTetra Tech$93,369,394$21,710,549 ▲30.3%3,192,1162.3%IndustrialsCSLCarlisle Companies$92,081,415$24,539,835 ▼-21.0%270,4302.3%Multi-Sector ConglomeratesFERGUSON ENTERPRISES INC$90,762,284$3,074,814 ▲3.5%566,4502.2%COMMON STOCK NEWPWRQuanta Services$89,089,073$31,608,300 ▼-26.2%350,4962.2%ConstructionCNMCore & Main$87,795,889$15,672,682 ▼-15.1%1,817,3442.2%IndustrialsWMWaste Management$83,424,629$13,821,842 ▲19.9%360,3502.1%Business ServicesARM HOLDINGS PLC$83,113,696$7,124,388 ▼-7.9%778,2912.0%SPONSORED ADSPCORProcore Technologies$83,070,655$1,271,875 ▲1.6%1,258,2652.0%Computer and TechnologyVERALTO CORP$81,677,133$2,869,903 ▼-3.4%838,1442.0%COM SHSNVTnVent Electric$80,320,807$1,114,187 ▲1.4%1,532,2552.0%Computer and TechnologyRRXRegal Rexnord$78,317,301$455,172 ▼-0.6%687,8991.9%IndustrialsVRTVertiv$76,455,973$8,690,353 ▼-10.2%1,058,9471.9%Computer and TechnologyFSLRFirst Solar$76,365,111$17,019,501 ▲28.7%604,0111.9%EnergyADIAnalog Devices$73,595,634$1,783,569 ▼-2.4%364,9311.8%Computer and TechnologyTMOThermo Fisher Scientific$67,950,763$14,423,931 ▼-17.5%136,5571.7%MedicalMPWRMonolithic Power Systems$67,304,360$3,374,904 ▲5.3%116,0461.7%Computer and TechnologyDHRDanaher$67,046,890$13,840,165 ▲26.0%327,0581.6%MedicalMRVLMarvell Technology$62,110,585$16,292,654 ▼-20.8%1,008,7801.5%Computer and TechnologyCLHClean Harbors$58,470,898$1,281,347 ▲2.2%296,6561.4%Business ServicesBROOKFIELD RENEWABLE CORP$57,180,383$977,423 ▲1.7%2,048,0081.4%CL A EX SUB VTGECLEcolab$54,224,378$13,726,080 ▼-20.2%213,8861.3%Basic MaterialsPNRPentair$53,910,337$22,340,905 ▼-29.3%616,2591.3%Business ServicesAWKAmerican Water Works$53,724,129$48,920,878 ▼-47.7%364,1821.3%UtilitiesONOnsemi$52,858,019$2,646,559 ▲5.3%1,299,0421.3%Computer and TechnologyWATWaters$52,529,703$15,710,297 ▼-23.0%142,5231.3%MedicalLSCCLattice Semiconductor$51,299,562$779,722 ▲1.5%978,0661.3%Computer and TechnologyIEXIDEX$50,269,666$956,245 ▼-1.9%277,7791.2%IndustrialsMTDMettler-Toledo International$47,075,796$7,816,443 ▼-14.2%39,8641.2%MedicalSQMSociedad Química y Minera de Chile$46,309,2880.0%1,165,6001.1%Basic MaterialsNXTNextracker$41,743,505$16,236,163 ▲63.7%990,5911.0%EnergyFIXComfort Systems USA$41,661,797$34,215,974 ▲459.5%129,2521.0%ConstructionACMAECOM$40,173,975$6,517,528 ▼-14.0%433,2361.0%ConstructionFBINFortune Brands Innovations$39,638,298$1,114,348 ▼-2.7%651,0891.0%Retail/WholesaleAITApplied Industrial Technologies$38,747,213$3,382,353 ▼-8.0%171,9501.0%IndustrialsWMSAdvanced Drainage Systems$34,978,890$11,567,531 ▲49.4%321,9410.9%ConstructionPOWIPower Integrations$34,053,564$521,564 ▲1.6%674,3280.8%Computer and TechnologyLITELumentum$32,841,710$6,845,930 ▲26.3%526,8160.8%Computer and TechnologyGFLGFL Environmental$32,724,131$32,724,131 ▲New Holding677,3780.8%Business ServicesAPGAPi Group$32,333,835$8,565,951 ▼-20.9%904,1900.8%Business ServicesITRIItron$31,066,054$476,134 ▲1.6%296,5450.8%Computer and TechnologyROPRoper Technologies$30,857,438$3,486,187 ▼-10.2%52,3380.8%Computer and TechnologyTXNTexas Instruments$30,459,8690.0%169,5040.7%Computer and TechnologyCTASCintas$30,394,599$8,583,755 ▼-22.0%147,8840.7%Business ServicesJCIJohnson Controls International$30,056,952$460,633 ▲1.6%375,1960.7%ConstructionQCOMQUALCOMM$29,615,240$291,859 ▼-1.0%192,7950.7%Computer and TechnologyALBAlbemarle$28,290,176$30,968,600 ▼-52.3%392,8100.7%Basic MaterialsNXPINXP Semiconductors$26,931,502$1,913,904 ▲7.7%141,7000.7%Computer and TechnologyIRIngersoll Rand$26,003,9880.0%324,9280.6%IndustrialsTSLATesla$25,806,894$1,083,030 ▲4.4%99,5790.6%Auto/Tires/TrucksLINDE PLC$25,764,792$850,724 ▲3.4%55,3320.6%SHSXPEVXPeng$24,030,414$13,284,234 ▼-35.6%1,159,7690.6%Auto/Tires/TrucksDOVDover$23,506,335$6,293,033 ▼-21.1%133,8020.6%IndustrialsTERTeradyne$21,911,219$5,059,250 ▼-18.8%265,2690.5%Computer and TechnologyTE CONNECTIVITY PLC$21,361,931$1,811,722 ▼-7.8%151,1600.5%ORD SHSEMEEMCOR Group$21,141,727$21,141,727 ▲New Holding57,1970.5%ConstructionAMBAAmbarella$21,094,310$7,257,586 ▲52.5%419,1200.5%Computer and TechnologyAOSA. O. Smith$20,695,394$674,907 ▼-3.2%316,6370.5%IndustrialsFSSFederal Signal$20,509,270$536,032 ▼-2.5%278,8480.5%Multi-Sector ConglomeratesRSGRepublic Services$19,706,254$11,351,734 ▲135.9%81,3770.5%Business ServicesAOSLAlpha and Omega Semiconductor$19,434,355$19,434,355 ▲New Holding781,7520.5%Computer and TechnologyVMIValmont Industries$19,155,461$3,207,559 ▼-14.3%67,1250.5%IndustrialsAWRAmerican States Water$19,148,116$3,047,434 ▼-13.7%243,3670.5%UtilitiesSXTSensient Technologies$17,518,738$5,734,311 ▲48.7%235,3720.4%Basic MaterialsONTOOnto Innovation$16,005,959$3,755,473 ▼-19.0%131,9100.4%Computer and TechnologyMASMasco$14,633,580$12,011,853 ▼-45.1%210,4340.4%ConstructionWTSWatts Water Technologies$14,436,109$346,664 ▼-2.3%70,7930.4%Computer and TechnologySTMSTMicroelectronics$14,409,054$373,320 ▼-2.5%656,1500.4%Computer and TechnologyICFIICF International$14,387,630$3,276,443 ▲29.5%169,3260.4%Business ServicesMDTMedtronic$13,887,234$785,017 ▲6.0%154,5430.3%MedicalNVDANVIDIA$13,688,394$119,218 ▼-0.9%126,3000.3%Computer and TechnologyCVCOCavco Industries$13,146,639$1,091,223 ▲9.1%25,3000.3%ConstructionLNNLindsay$13,086,723$3,200,070 ▼-19.6%103,4360.3%IndustrialsALCAlcon$12,648,663$678,085 ▼-5.1%133,2420.3%MedicalBSYBentley Systems$12,065,814$393,400 ▼-3.2%306,7060.3%Computer and TechnologyUNHUnitedHealth Group$12,031,0610.0%22,9710.3%MedicalINVHInvitation Homes$11,988,400$3,589,550 ▲42.7%344,0000.3%FinanceCECOCECO Environmental$11,816,168$296,400 ▼-2.4%518,2530.3%IndustrialsSFMSprouts Farmers Market$11,552,711$1,591,272 ▼-12.1%75,6860.3%Retail/WholesaleKEYSKeysight Technologies$11,532,290$11,532,290 ▲New Holding77,0000.3%Computer and TechnologyCOCA-COLA EUROPACIFIC PARTNE$11,281,786$3,875,272 ▼-25.6%129,6310.3%SHSSLGNSilgan$11,102,599$2,900,498 ▲35.4%217,1870.3%IndustrialsBRBRBellRing Brands$10,566,4700.0%141,9080.3%MedicalBSXBoston Scientific$10,367,337$1,140,247 ▼-9.9%102,7690.3%MedicalGLWCorning$10,323,390$10,323,390 ▲New Holding225,5000.3%Computer and TechnologyREZIResideo Technologies$10,195,572$187,461 ▼-1.8%576,0210.3%IndustrialsERIIEnergy Recovery$9,735,628$88,666 ▼-0.9%612,6890.2%IndustrialsITWIllinois Tool Works$9,424,380$7,316,295 ▲347.1%38,0000.2%IndustrialsCVSCVS Health$8,673,3550.0%128,0200.2%MedicalNOMDNomad Foods$8,517,961$2,347,153 ▼-21.6%433,4840.2%Consumer StaplesDELLDell Technologies$8,294,650$1,339,905 ▲19.3%91,0000.2%Computer and TechnologyABBVAbbVie$8,181,1270.0%39,0470.2%MedicalOCOwens Corning$7,766,837$8,283,560 ▼-51.6%54,3820.2%ConstructionMMSMaximus$7,460,7360.0%109,4110.2%Business ServicesSNOWSnowflake$7,015,680$1,695,456 ▲31.9%48,0000.2%Computer and TechnologyCYBRCyberArk Software$6,760,000$6,760,000 ▲New Holding20,0000.2%Computer and TechnologyShowing largest 100 holdings. 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