Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Robeco Schweiz Ag has $6.23 billion in total holdings as of June 30, 2026.
Robeco Schweiz Ag owns shares of 126 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 11.77% of the portfolio was purchased this quarter.
About 8.79% of the portfolio was sold this quarter.
This quarter, Robeco Schweiz Ag has purchased 126 new stocks and bought additional shares in 64 stocks.
Robeco Schweiz Ag sold shares of 42 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

ARM HOLDINGS PLC: $293,359,163
Marvell Technology: $286,184,710
nVent Electric: $245,938,062
Quanta Services: $235,056,338
Vertiv: $213,588,374

Largest New Holdings this Quarter

31556C106 - FERVO ENERGY CO: $57,560,418 Holding
887389104 - Timken: $34,177,811 Holding
55658T105 - MADISON AIR SOLUTIONS CORP: $23,840,973 Holding
880779103 - Terex: $21,672,408 Holding
922417100 - Veeco Instruments: $17,434,000 Holding

Largest Purchases this Quarter

FERVO ENERGY CO: 1,969,224 shares (about $57.56M)
SOLV ENERGY INC: 1,636,501 shares (about $55.72M)
Analog Devices: 133,553 shares (about $53.04M)
Enphase Energy: 1,009,670 shares (about $49.72M)
Power Integrations: 470,234 shares (about $39.39M)

Largest Sales this Quarter

Marvell Technology: 241,601 shares (about $71.97M)
ARM HOLDINGS PLC: 180,038 shares (about $63.84M)
Comfort Systems USA: 19,675 shares (about $38.99M)
Vertiv: 85,079 shares (about $28.49M)
Avantor: 2,723,740 shares (about $26.97M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ARM HOLDINGS PLC	$293,359,163	$63,836,074 â–¼	-17.9%	827,366	4.7%	SPONSORED ADS
MRVL Marvell Technology	$286,184,710	$71,970,522 â–¼	-20.1%	960,706	4.6%	Technology
NVT nVent Electric	$245,938,062	$4,347,613 â–²	1.8%	1,450,021	3.9%	Industrials
PWR Quanta Services	$235,056,338	$2,246,525 â–²	1.0%	326,449	3.8%	Industrials
VRT Vertiv	$213,588,374	$28,486,151 â–¼	-11.8%	637,920	3.4%	Industrials
ADI Analog Devices	$209,511,941	$53,043,245 â–²	33.9%	527,512	3.4%	Technology
RRX Regal Rexnord	$168,131,890	$31,618,770 â–²	23.2%	705,873	2.7%	Industrials
ON onsemi	$162,803,174	$22,712,573 â–¼	-12.2%	1,722,056	2.6%	Technology
LITE Lumentum	$157,977,428	$26,356,171 â–¼	-14.3%	184,110	2.5%	Technology
FSLR First Solar	$153,827,751	$1,470,267 â–²	1.0%	651,923	2.5%	Technology
GNRC Generac	$141,019,931	$1,347,804 â–²	1.0%	481,609	2.3%	Industrials
LSCC Lattice Semiconductor	$139,172,491	$1,330,293 â–²	1.0%	909,862	2.2%	Technology
A Agilent Technologies	$133,837,515	$14,605,987 â–¼	-9.8%	1,007,585	2.1%	Healthcare
MPWR Monolithic Power Systems	$132,752,178	$1,437,654 â–²	1.1%	96,033	2.1%	Technology
POWI Power Integrations	$112,272,239	$39,386,800 â–²	54.0%	1,340,404	1.8%	Technology
NXT Nextpower	$103,130,801	$888,665 â–²	0.9%	865,627	1.7%	Industrials
ENPH Enphase Energy	$101,520,323	$49,716,150 â–²	96.0%	2,061,745	1.6%	Technology
ADSK Autodesk	$99,714,130	$28,580 â–¼	0.0%	512,880	1.6%	Technology
XYL Xylem	$96,158,043	$13,685,645 â–²	16.6%	813,451	1.5%	Industrials
BE Bloom Energy	$95,846,020	$16,810,747 â–²	21.3%	316,637	1.5%	Industrials
TMO Thermo Fisher Scientific	$95,726,169	$30,191,899 â–²	46.1%	190,933	1.5%	Healthcare
CSL Carlisle Companies	$91,428,236	$875,316 â–²	1.0%	252,042	1.5%	Industrials
ITRI Itron	$91,185,227	$8,831,598 â–²	10.7%	1,053,799	1.5%	Technology
SOLV ENERGY INC	$89,939,841	$55,722,860 â–²	162.9%	2,641,405	1.4%	COM SHS CL A
TTEK Tetra Tech	$89,537,333	$23,458,680 â–²	35.5%	3,099,250	1.4%	Industrials
TT Trane Technologies	$86,397,009	$826,131 â–²	1.0%	175,904	1.4%	Industrials
VERALTO CORP	$78,230,747	$2,826,320 â–²	3.7%	882,169	1.3%	COM SHS
IEX IDEX	$73,088,113	$12,942,051 â–¼	-15.0%	322,045	1.2%	Industrials
GLW Corning	$72,383,243	$5,332,868 â–²	8.0%	283,378	1.2%	Technology
FERGUSON ENTERPRISES INC	$65,493,349	$10,264,760 â–²	18.6%	275,959	1.1%	COMMON STOCK NEW
TER Teradyne	$62,500,516	$3,173,990 â–¼	-4.8%	129,176	1.0%	Technology
ECL Ecolab	$60,451,126	$8,571,715 â–²	16.5%	216,974	1.0%	Materials
DHR Danaher	$58,988,608	$4,153,035 â–²	7.6%	309,684	0.9%	Healthcare
FERVO ENERGY CO	$57,560,418	$57,560,418 â–²	New Holding	1,969,224	0.9%	CL A COM
WAT Waters	$57,079,213	$2,746,418 â–²	5.1%	152,195	0.9%	Healthcare
RUN Sunrun	$57,048,039	$545,141 â–²	1.0%	4,263,680	0.9%	Utilities
ONTO Onto Innovation	$55,707,840	$12,299,625 â–²	28.3%	147,200	0.9%	Technology
EME EMCOR Group	$54,323,945	$995,856 â–²	1.9%	65,460	0.9%	Industrials
AIT Applied Industrial Technologies	$50,899,014	$1,521,675 â–¼	-2.9%	150,522	0.8%	Industrials
WM Waste Management	$49,123,866	$11,060,866 â–²	29.1%	220,405	0.8%	Industrials
PCOR Procore Technologies	$47,899,144	$457,787 â–²	1.0%	1,179,201	0.8%	Technology
VIAV Viavi Solutions	$42,784,000	$11,269,000 â–²	35.8%	896,000	0.7%	Technology
WMS Advanced Drainage Systems	$42,651,526	$5,755,566 â–¼	-11.9%	271,735	0.7%	Industrials
SQM Sociedad Quimica y Minera	$41,177,494	$4,467,277 â–¼	-9.8%	556,152	0.7%	Materials
STM STMicroelectronics	$40,356,723	$784,997 â–²	2.0%	538,880	0.6%	Technology
J Jacobs Solutions	$38,249,946	$30,366 â–²	0.1%	303,571	0.6%	Industrials
APG APi Group	$37,776,158	$6,608,082 â–¼	-14.9%	891,999	0.6%	Industrials
SPXC SPX Technologies	$37,469,086	$19,887,210 â–²	113.1%	152,829	0.6%	Industrials
TXN Texas Instruments	$36,419,385	$549,343 â–¼	-1.5%	122,184	0.6%	Technology
LINDE PLC	$35,835,402	$13,096,489 â–²	57.6%	69,055	0.6%	SHS
FBIN Fortune Brands Innovations	$34,624,826	$878,400 â–¼	-2.5%	630,689	0.6%	Industrials
CNM Core & Main	$34,343,578	$2,364,250 â–¼	-6.4%	711,784	0.6%	Industrials
TKR Timken	$34,177,811	$34,177,811 â–²	New Holding	235,190	0.5%	Industrials
WTS Watts Water Technologies	$33,317,875	$8,643,999 â–²	35.0%	85,114	0.5%	Industrials
ALB Albemarle	$31,701,128	$5,382,161 â–²	20.4%	234,771	0.5%	Industrials
PNR Pentair	$30,981,142	$8,509,337 â–²	37.9%	404,137	0.5%	Industrials
NXPI NXP Semiconductors	$30,450,163	$590,444 â–²	2.0%	108,352	0.5%	Technology
KEYS Keysight Technologies	$30,000,999	$2,520,504 â–²	9.2%	85,700	0.5%	Technology
COHR Coherent	$29,311,883	$15,815,486 â–¼	-35.0%	74,307	0.5%	Technology
ROPER TECHNOLOGIES INC	$29,262,275	$3,950,365 â–²	15.6%	86,475	0.5%	COM
MTD Mettler-Toledo International	$28,945,822	$7,338,018 â–²	34.0%	22,658	0.5%	Healthcare
MKSI MKS	$28,908,442	$8,625,562 â–²	42.5%	64,992	0.5%	Technology
HBM HudBay Minerals	$28,875,030	$7,602,420 â–²	35.7%	1,223,000	0.5%	Materials
DOV Dover	$28,295,613	$897,120 â–¼	-3.1%	126,162	0.5%	Industrials
CTAS Cintas	$26,312,396		0.0%	154,706	0.4%	Industrials
QCOM Qualcomm	$25,915,873	$503,368 â–²	2.0%	140,245	0.4%	Technology
NVDA NVIDIA	$25,911,655		0.0%	129,500	0.4%	Technology
AURA MINERALS INC	$25,620,650	$7,616,950 â–²	42.3%	407,000	0.4%	SHS NEW
AWK American Water Works	$25,519,941	$1,382,116 â–²	5.7%	193,950	0.4%	Utilities
ACM AECOM	$24,125,532	$1,835,670 â–¼	-7.1%	345,638	0.4%	Industrials
MADISON AIR SOLUTIONS CORP	$23,840,973	$23,840,973 â–²	New Holding	611,307	0.4%	COM SHS CL A
FIX Comfort Systems USA	$23,385,028	$38,994,866 â–¼	-62.5%	11,799	0.4%	Industrials
WCC WESCO International	$22,591,122	$10,501,072 â–²	86.9%	65,400	0.4%	Industrials
CDNS Cadence Design Systems	$21,989,999	$6,977,199 â–²	46.5%	58,590	0.4%	Technology
TEX Terex	$21,672,408	$21,672,408 â–²	New Holding	299,384	0.3%	Industrials
TSLA Tesla	$19,059,068	$371,810 â–²	2.0%	45,314	0.3%	Consumer Discretionary
SNOW Snowflake	$18,196,750	$6,617,000 â–¼	-26.7%	71,500	0.3%	Technology
CVCO Cavco Industries	$17,939,896		0.0%	29,200	0.3%	Consumer Discretionary
TE CONNECTIVITY PLC	$17,626,762	$341,326 â–²	2.0%	87,430	0.3%	ORD SHS
RSG Republic Services	$17,434,632	$1,065,400 â–²	6.5%	81,822	0.3%	Industrials
VECO Veeco Instruments	$17,434,000	$17,434,000 â–²	New Holding	230,000	0.3%	Technology
GFL GFL Environmental	$17,099,551	$4,128,390 â–¼	-19.4%	464,788	0.3%	Industrials
AZZ AZZ	$16,912,079	$8,136,249 â–²	92.7%	109,075	0.3%	Industrials
AOS A. O. Smith	$15,878,822	$1,003,520 â–¼	-5.9%	253,170	0.3%	Industrials
HSAI Hesai Group	$15,178,171	$133,644 â–¼	-0.9%	833,050	0.2%	Consumer Discretionary
CECO CECO Environmental	$14,987,617	$3,046,323 â–¼	-16.9%	165,171	0.2%	Industrials
AVTR Avantor	$14,511,381	$26,965,027 â–¼	-65.0%	1,465,796	0.2%	Healthcare
CMC Commercial Metals	$14,369,750	$4,047,375 â–²	39.2%	229,000	0.2%	Materials
BSY Bentley Systems	$13,637,014	$5,012,643 â–²	58.1%	456,240	0.2%	Technology
SPOT Spotify Technology	$13,549,385	$1,364,075 â–²	11.2%	29,511	0.2%	Communication Services
SSD Simpson Manufacturing	$13,293,725	$4,082,325 â–²	44.3%	63,500	0.2%	Industrials
ICFI ICF International	$11,962,738	$874,320 â–¼	-6.8%	164,188	0.2%	Industrials
SNPS Synopsys	$11,687,034	$6,378,801 â–¼	-35.3%	26,200	0.2%	Technology
BMI Badger Meter	$11,261,448	$9,718,444 â–¼	-46.3%	75,896	0.2%	Technology
CEREBRAS SYSTEMS INC	$9,945,000	$9,945,000 â–²	New Holding	45,000	0.2%	COM CL A
OC Owens Corning	$9,537,600	$6,278,920 â–²	192.7%	60,000	0.2%	Industrials
AMBA Ambarella	$9,115,564	$179,150 â–²	2.0%	106,242	0.1%	Technology
MWA Mueller Water Products	$9,006,120		0.0%	348,669	0.1%	Industrials
CSCO Cisco Systems	$8,457,120		0.0%	72,000	0.1%	Technology
XPEV XPENG	$8,394,041	$164,520 â–²	2.0%	633,991	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRobeco Schweiz Ag

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools