Robeco Schweiz Ag Top Holdings and 13F Report (2025) About Robeco Schweiz AgInvestment ActivityRobeco Schweiz Ag has $4.33 billion in total holdings as of June 30, 2025.Robeco Schweiz Ag owns shares of 126 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 11.26% of the portfolio was sold this quarter.This quarter, Robeco Schweiz Ag has purchased 129 new stocks and bought additional shares in 28 stocks.Robeco Schweiz Ag sold shares of 74 stocks and completely divested from 12 stocks this quarter.Largest Holdings Autodesk $181,171,200Agilent Technologies $142,176,914Vertiv $133,045,344Quanta Services $125,982,683ARM HOLDINGS PLC $118,312,163 Largest New Holdings this Quarter 443628102 - HudBay Minerals $11,405,750 Holding19247G107 - Coherent $11,329,670 Holding380237107 - GoDaddy $9,129,042 Holding871607107 - Synopsys $8,356,684 Holding428050108 - Hesai Group $8,341,000 Holding Largest Purchases this Quarter Waters 42,937 shares (about $14.99M)Agilent Technologies 102,072 shares (about $12.05M)HudBay Minerals 1,075,000 shares (about $11.41M)Coherent 127,000 shares (about $11.33M)Thermo Fisher Scientific 25,040 shares (about $10.15M) Largest Sales this Quarter Core & Main 772,649 shares (about $46.63M)PTC 191,196 shares (about $32.95M)FERGUSON ENTERPRISES INC 102,776 shares (about $22.38M)Clean Harbors 95,111 shares (about $21.99M)Comfort Systems USA 40,974 shares (about $21.97M) 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$181,171,200$11,314,164 ▼-5.9%585,2354.2%Computer and TechnologyAAgilent Technologies$142,176,914$12,045,517 ▲9.3%1,204,7873.3%MedicalVRTVertiv$133,045,344$2,934,040 ▼-2.2%1,036,0983.1%Computer and TechnologyPWRQuanta Services$125,982,683$6,532,844 ▼-4.9%333,2172.9%ConstructionARM HOLDINGS PLC$118,312,163$7,568,623 ▼-6.0%731,4962.7%SPONSORED ADSAVTRAvantor$117,467,897$5,899,033 ▲5.3%8,727,1842.7%MedicalXYLXylem$113,957,881$14,913,914 ▼-11.6%880,9362.6%Business ServicesNVTnVent Electric$107,223,717$5,013,963 ▼-4.5%1,463,8052.5%Computer and TechnologyFSLRFirst Solar$104,569,963$4,581,982 ▲4.6%631,6902.4%EnergyFERGUSON ENTERPRISES INC$100,965,014$22,379,474 ▼-18.1%463,6742.3%COMMON STOCK NEWTTEKTetra Tech$100,613,707$14,174,785 ▼-12.3%2,797,9342.3%IndustrialsCSLCarlisle Companies$96,060,884$4,917,678 ▼-4.9%257,2602.2%Multi-Sector ConglomeratesRRXRegal Rexnord$91,298,997$8,418,842 ▼-8.4%629,8222.1%IndustrialsADIAnalog Devices$83,272,487$3,588,390 ▼-4.1%349,8551.9%Computer and TechnologyPCORProcore Technologies$82,354,212$3,736,279 ▼-4.3%1,203,6571.9%Computer and TechnologyPTCPTC$82,047,627$32,950,719 ▼-28.7%476,0801.9%Computer and TechnologyVERALTO CORP$80,876,093$3,734,544 ▼-4.4%801,1501.9%COM SHSWMWaste Management$80,235,733$2,219,554 ▼-2.7%350,6501.9%Business ServicesMPWRMonolithic Power Systems$78,069,695$6,804,028 ▼-8.0%106,7431.8%Computer and TechnologyONON Semiconductor$75,294,513$7,211,721 ▲10.6%1,436,6441.7%Computer and TechnologyMRVLMarvell Technology$74,364,991$3,714,581 ▼-4.8%960,7881.7%Computer and TechnologyDHRDanaher$65,692,125$1,085,087 ▲1.7%332,5511.5%MedicalTMOThermo Fisher Scientific$65,521,119$10,152,718 ▲18.3%161,5971.5%MedicalWATWaters$64,732,958$14,986,730 ▲30.1%185,4601.5%MedicalBROOKFIELD RENEWABLE CORP$63,689,770$3,443,932 ▼-5.1%1,942,9461.5%CL A EX SUB VTGCNMCore & Main$63,047,343$46,629,367 ▼-42.5%1,044,6951.5%IndustrialsPNRPentair$57,764,934$5,500,215 ▼-8.7%562,6821.3%Business ServicesLITELumentum$54,737,355$4,658,225 ▲9.3%575,8191.3%Computer and TechnologyNXTNextracker$51,245,193$2,613,240 ▼-4.9%942,5271.2%EnergyECLEcolab$50,299,059$7,330,385 ▼-12.7%186,6801.2%Basic MaterialsFIXComfort Systems USA$47,335,546$21,970,668 ▼-31.7%88,2781.1%ConstructionMTDMettler-Toledo International$46,995,848$166,810 ▲0.4%40,0061.1%MedicalCLHClean Harbors$46,593,173$21,987,761 ▼-32.1%201,5451.1%Business ServicesAPGAPi Group$46,005,750$153,150 ▼-0.3%901,1901.1%Business ServicesLSCCLattice Semiconductor$45,498,483$2,416,971 ▼-5.0%928,7301.1%Computer and TechnologyAITApplied Industrial Technologies$43,456,528$3,486,750 ▲8.7%186,9501.0%IndustrialsACMAECOM$42,832,966$6,062,049 ▼-12.4%379,5231.0%ConstructionIEXIDEX$41,669,257$7,100,402 ▼-14.6%237,3371.0%IndustrialsAWKAmerican Water Works$41,569,268$9,092,091 ▼-17.9%298,8231.0%UtilitiesSQMSociedad Quimica y Minera$39,075,633$2,035,079 ▼-5.0%1,107,9000.9%Basic MaterialsWMSAdvanced Drainage Systems$38,198,186$1,220,043 ▲3.3%332,5630.9%ConstructionJCIJohnson Controls International$37,908,075$1,720,127 ▼-4.3%358,9100.9%ConstructionITRIItron$37,339,745$1,694,473 ▼-4.3%283,6720.9%Computer and TechnologyTXNTexas Instruments$36,143,320$950,900 ▲2.7%174,0840.8%Computer and TechnologyPOWIPower Integrations$36,058,854$1,636,081 ▼-4.3%645,0600.8%Computer and TechnologyIRIngersoll Rand$35,095,971$8,068,460 ▲29.9%421,9280.8%IndustrialsFBINFortune Brands Innovations$34,815,718$1,297,656 ▲3.9%676,2960.8%Retail/WholesaleNXPINXP Semiconductors$31,768,446$808,413 ▲2.6%145,4000.7%Computer and TechnologyQCOMQUALCOMM$29,828,602$875,930 ▼-2.9%187,2950.7%Computer and TechnologyTERTeradyne$29,428,028$5,575,040 ▲23.4%327,2690.7%Computer and TechnologyEMEEMCOR Group$28,294,076$2,300,027 ▼-7.5%52,8970.7%ConstructionGFLGFL Environmental$27,362,591$6,817,903 ▼-19.9%542,2630.6%Business ServicesFSSFederal Signal$26,130,154$3,544,850 ▼-11.9%245,5380.6%Multi-Sector ConglomeratesTE CONNECTIVITY PLC$24,694,975$801,183 ▼-3.1%146,4100.6%ORD SHSRSGRepublic Services$24,446,449$4,378,067 ▲21.8%99,1300.6%Business ServicesALBAlbemarle$24,297,786$319,617 ▼-1.3%387,7100.6%Basic MaterialsROPRoper Technologies$23,903,643$5,763,629 ▼-19.4%42,1700.6%Computer and TechnologyDOVDover$22,867,470$1,649,070 ▼-6.7%124,8020.5%IndustrialsSTMSTMicroelectronics$20,700,392$746,870 ▲3.7%680,7100.5%Computer and TechnologyNVDANVIDIA$20,459,705$505,568 ▲2.5%129,5000.5%Computer and TechnologyAOSLAlpha and Omega Semiconductor$20,079,027$19,271 ▲0.1%782,5030.5%Computer and TechnologySXTSensient Technologies$19,415,435$3,773,415 ▼-16.3%197,0710.4%Basic MaterialsAOSA. O. Smith$19,253,778$1,508,110 ▼-7.3%293,6370.4%IndustrialsCTASCintas$18,374,740$14,584,167 ▼-44.2%82,4460.4%Business ServicesAWRAmerican States Water$18,196,554$459,960 ▼-2.5%237,3670.4%UtilitiesVMIValmont Industries$17,931,959$3,989,053 ▼-18.2%54,9100.4%IndustrialsLINDE PLC$17,069,707$8,890,961 ▼-34.2%36,3820.4%SHSAMBAAmbarella$16,722,373$10,966,790 ▼-39.6%253,1200.4%Computer and TechnologyWTSWatts Water Technologies$16,595,854$811,437 ▼-4.7%67,4930.4%Computer and TechnologyBSYBentley Systems$16,013,223$539,700 ▼-3.3%296,7060.4%Computer and TechnologyTSLATesla$15,476,395$16,155,870 ▼-51.1%48,7200.4%Auto/Tires/TrucksICFIICF International$14,908,367$564,762 ▲3.9%175,9930.3%Business ServicesONTOOnto Innovation$13,313,6760.0%131,9100.3%Computer and TechnologyGLWCorning$13,068,615$1,209,570 ▲10.2%248,5000.3%Computer and TechnologyDELLDell Technologies$12,971,080$1,814,480 ▲16.3%105,8000.3%Computer and TechnologyCECOCECO Environmental$12,802,433$1,869,309 ▼-12.7%452,2230.3%IndustrialsKEYSKeysight Technologies$12,617,2200.0%77,0000.3%Computer and TechnologySFMSprouts Farmers Market$12,388,172$72,771 ▼-0.6%75,2440.3%Retail/WholesaleCOCA-COLA EUROPACIFIC PARTNE$12,025,877$6,490 ▲0.1%129,7010.3%SHSINVHInvitation Home$11,808,000$524,800 ▲4.7%360,0000.3%FinanceSLGNSilgan$11,767,1920.0%217,1870.3%IndustrialsREZIResideo Technologies$11,736,383$970,640 ▼-7.6%532,0210.3%IndustrialsHBMHudBay Minerals$11,405,750$11,405,750 ▲New Holding1,075,0000.3%Basic MaterialsCOHRCoherent$11,329,670$11,329,670 ▲New Holding127,0000.3%Business ServicesMDTMedtronic$10,860,859$2,610,654 ▼-19.4%124,5940.3%MedicalSNOWSnowflake$10,740,9600.0%48,0000.2%Computer and TechnologyALCAlcon$10,240,568$1,522,035 ▼-12.9%116,0010.2%MedicalCVCOCavco Industries$9,861,561$1,129,518 ▼-10.3%22,7000.2%ConstructionCELESTICA INC$9,600,765$3,356,365 ▲53.8%61,5000.2%COMITWIllinois Tool Works$9,395,5000.0%38,0000.2%IndustrialsGDDYGoDaddy$9,129,042$9,129,042 ▲New Holding50,7000.2%Computer and TechnologyBSXBoston Scientific$8,816,428$2,221,991 ▼-20.1%82,0820.2%MedicalSNPSSynopsys$8,356,684$8,356,684 ▲New Holding16,3000.2%Computer and TechnologyHSAIHesai Group$8,341,000$8,341,000 ▲New Holding380,0000.2%Auto/Tires/TrucksMWAMueller Water Products$8,262,139$8,262,139 ▲New Holding343,6830.2%IndustrialsCYBRCyberArk Software$8,137,6000.0%20,0000.2%Computer and TechnologyBRBRBellRing Brands$7,674,335$546,396 ▼-6.6%132,4760.2%Consumer StaplesNETCloudflare$7,519,872$78,332 ▲1.1%38,4000.2%Computer and TechnologyERIIEnergy Recovery$7,191,165$639,000 ▼-8.2%562,6890.2%IndustrialsMMSMaximus$7,170,158$510,494 ▼-6.6%102,1390.2%Business ServicesShowing largest 100 holdings. 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