Robeco Schweiz Ag Top Holdings and 13F Report (2026) About Robeco Schweiz AgInvestment ActivityRobeco Schweiz Ag has $5.55 billion in total holdings as of September 30, 2026.Robeco Schweiz Ag owns shares of 135 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 8.63% of the portfolio was purchased this quarter.About 8.98% of the portfolio was sold this quarter.This quarter, Robeco Schweiz Ag has purchased 126 new stocks and bought additional shares in 32 stocks.Robeco Schweiz Ag sold shares of 74 stocks and completely divested from 8 stocks this quarter.Largest Holdings ARM HOLDINGS PLC $225,132,152nVent Electric $224,383,610Marvell Technology $220,416,664Quanta Services $209,544,999Analog Devices $197,997,962 Largest New Holdings this Quarter 29362U104 - Entegris $59,690,855 Holding45073V108 - ITT $31,053,034 Holding79589L106 - Samsara $13,707,735 Holding679295105 - Okta $11,689,249 Holding007973100 - Advanced Energy Industries $11,554,620 Holding Largest Purchases this Quarter Nextpower 855,460 shares (about $66.67M)Entegris 387,452 shares (about $59.69M)Timken 281,513 shares (about $32.87M)ITT 153,865 shares (about $31.05M)MADISON AIR SOLUTIONS CORP 926,619 shares (about $22.79M) Largest Sales this Quarter Thermo Fisher Scientific 50,196 shares (about $33.88M)Marvell Technology 126,458 shares (about $33.41M)Tetra Tech 777,707 shares (about $25.63M)IDEX 84,129 shares (about $19.18M)Mettler-Toledo International 11,378 shares (about $17.19M) 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 PortfolioSectorARM HOLDINGS PLC$225,132,152$14,522,683 ▼-6.1%777,2294.1%SPONSORED ADSNVTnVent Electric$224,383,610$8,156,258 ▼-3.5%1,399,1624.0%IndustrialsMRVLMarvell Technology$220,416,664$33,411,468 ▼-13.2%834,2484.0%TechnologyPWRQuanta Services$209,544,999$201,748 ▼-0.1%326,1353.8%IndustrialsADIAnalog Devices$197,997,962$11,271,325 ▼-5.4%499,1003.6%TechnologyLITELumentum$170,202,631$8,616,047 ▼-4.8%175,2393.1%TechnologyVRTVertiv$160,907,679$6,971,205 ▲4.5%666,8092.9%IndustrialsAAgilent Technologies$160,592,576$13,024,396 ▼-7.5%931,9982.9%HealthcareNXTNextpower$134,124,310$66,665,998 ▲98.8%1,721,0872.4%IndustrialsONonsemi$127,474,289$4,900,155 ▼-3.7%1,658,3102.3%TechnologyMPWRMonolithic Power Systems$119,912,011$9,465,568 ▼-7.3%89,0072.2%TechnologyLSCCLattice Semiconductor$109,828,561$4,468,303 ▼-3.9%874,2922.0%TechnologyFSLRFirst Solar$109,726,880$4,463,953 ▼-3.9%626,4382.0%TechnologyADSKAutodesk$109,524,778$2,332,858 ▲2.2%524,0422.0%TechnologyRRXRegal Rexnord$105,208,011$4,279,950 ▼-3.9%678,2801.9%IndustrialsBEBloom Energy$102,960,390$15,258,274 ▲17.4%371,7251.9%IndustrialsGNRCGenerac$95,772,734$3,896,248 ▼-3.9%462,7821.7%IndustrialsTMOThermo Fisher Scientific$95,004,512$33,884,810 ▼-26.3%140,7371.7%HealthcareITRIItron$88,905,766$2,079,240 ▼-2.3%1,029,7171.6%TechnologyVERALTO CORP$80,316,876$2,889,305 ▼-3.5%851,5361.4%COM SHSCSLCarlisle Companies$78,027,963$3,172,408 ▼-3.9%242,1951.4%IndustrialsTTEKTetra Tech$76,494,842$25,625,446 ▼-25.1%2,321,5431.4%IndustrialsTTTrane Technologies$76,399,083$3,106,007 ▼-3.9%169,0321.4%IndustrialsXYLXylem$75,205,330$7,172,853 ▼-8.7%742,6221.4%IndustrialsPOWIPower Integrations$66,718,607$2,714,320 ▼-3.9%1,288,0041.2%TechnologyENPHEnphase Energy$65,357,842$2,659,126 ▼-3.9%1,981,1411.2%TechnologyDHRDanaher$61,143,369$7,467,121 ▼-10.9%275,9801.1%HealthcareSOLV ENERGY INC$60,966,099$2,480,449 ▼-3.9%2,538,1391.1%COM SHS CL AECLEcolab$60,409,796$833,076 ▲1.4%220,0081.1%MaterialsTKRTimken$60,325,076$32,866,643 ▲119.7%516,7031.1%IndustrialsPCORProcore Technologies$60,256,955$731,321 ▼-1.2%1,165,0611.1%TechnologyENTGEntegris$59,690,855$59,690,855 ▲New Holding387,4521.1%TechnologyTERTeradyne$59,396,020$7,608,069 ▲14.7%148,1531.1%TechnologyWATWaters$56,351,767$10,521,193 ▼-15.7%128,2501.0%HealthcareIEXIDEX$54,240,089$19,179,729 ▼-26.1%237,9161.0%IndustrialsFERGUSON ENTERPRISES INC$53,600,885$7,833,107 ▼-12.8%240,7731.0%COMMON STOCK NEWFERVO ENERGY CO$44,614,991$17,853,237 ▲66.7%3,282,9280.8%CL A COMEMEEMCOR Group$43,566,516$5,822,399 ▼-11.8%57,7430.8%IndustrialsRUNSunrun$42,565,832$9,437,038 ▲28.5%5,478,2280.8%UtilitiesAPGAPi Group$39,823,273$5,392,111 ▲15.7%1,031,6910.7%IndustrialsMADISON AIR SOLUTIONS CORP$37,832,980$22,794,828 ▲151.6%1,537,9260.7%COM SHS CL AONTOOnto Innovation$37,760,279$7,550,825 ▼-16.7%122,6700.7%TechnologyAURA MINERALS INC$37,230,589$5,207,829 ▲16.3%473,1900.7%SHS NEWAITApplied Industrial Technologies$37,039,702$12,977,254 ▼-25.9%111,4680.7%IndustrialsLINDE PLC$37,039,312$4,262,357 ▲13.0%78,0350.7%SHSWMWaste Management$34,782,227$10,162,761 ▼-22.6%170,5680.6%IndustrialsWMSAdvanced Drainage Systems$34,399,231$32,311 ▼-0.1%271,4800.6%IndustrialsHBMHudBay Minerals$33,447,382$817,742 ▲2.5%1,253,6500.6%MaterialsSQMSociedad Quimica y Minera$32,379,990$3,697,590 ▼-10.2%499,1520.6%MaterialsJJacobs Solutions$32,334,535$8,729,514 ▼-21.3%239,0370.6%IndustrialsGFLGFL Environmental$32,018,648$12,576,566 ▲64.7%765,4470.6%IndustrialsVIAVViavi Solutions$31,628,640$5,931,680 ▼-15.8%754,5000.6%TechnologyRSGRepublic Services$31,202,842$14,030,859 ▲81.7%148,6770.6%IndustrialsKEYSKeysight Technologies$31,198,2280.0%85,7000.6%TechnologyITTITT$31,053,034$31,053,034 ▲New Holding153,8650.6%IndustrialsSPXCSPX Technologies$30,431,272$4,517,587 ▲17.4%179,4720.5%IndustrialsNVDANVIDIA$29,575,2100.0%129,5000.5%TechnologyCTASCintas$29,455,230$721,722 ▼-2.4%151,0060.5%IndustrialsQCOMQualcomm$28,814,959$3,004,269 ▲11.6%156,5690.5%TechnologyCNMCore & Main$28,501,198$1,023,602 ▼-3.5%687,1070.5%IndustrialsGLWCorning$28,445,600$15,126,601 ▼-34.7%185,0000.5%TechnologyPNRPentair$27,859,334$6,444,114 ▲30.1%525,7470.5%IndustrialsROPER TECHNOLOGIES INC$27,308,139$2,907,091 ▼-9.6%78,1550.5%COMSTMSTMicroelectronics$27,270,375$1,484,262 ▼-5.2%511,0640.5%TechnologyTXNTexas Instruments$27,017,481$7,205,035 ▼-21.1%96,4600.5%TechnologyACMAECOM$26,268,120$5,892,760 ▲28.9%445,6000.5%IndustrialsEMREmerson Electric$24,429,956$16,236,799 ▲198.2%157,5110.4%IndustrialsBSYBentley Systems$24,236,823$9,659,955 ▲66.3%758,5860.4%TechnologyAWKAmerican Water Works$24,041,673$1,069,034 ▼-4.3%185,6930.4%UtilitiesNXPINXP Semiconductors$24,041,599$1,695,252 ▼-6.6%101,2150.4%TechnologyDOVDover$23,570,919$27,683 ▼-0.1%126,0140.4%IndustrialsALBAlbemarle$23,098,332$1,735,744 ▼-7.0%218,3620.4%MaterialsWTSWatts Water Technologies$21,603,209$8,542,467 ▼-28.3%60,9950.4%IndustrialsCOHRCoherent$20,031,576$1,354,722 ▼-6.3%69,6000.4%TechnologyCDNSCadence Design Systems$18,879,978$465,561 ▼-2.4%57,1800.3%TechnologyFBINFortune Brands Innovations$18,174,088$5,823,629 ▼-24.3%477,6370.3%IndustrialsTE CONNECTIVITY PLC$17,795,100$659,625 ▼-3.6%84,3050.3%ORD SHSTSLATesla$17,761,079$1,683,219 ▲10.5%50,0580.3%Consumer DiscretionaryMKSIMKS$17,246,2770.0%64,9920.3%TechnologyMTDMettler-Toledo International$17,043,516$17,191,589 ▼-50.2%11,2800.3%HealthcareCSCOCisco Systems$16,962,488$9,213,128 ▲118.9%157,6000.3%TechnologyWCCWESCO International$16,541,140$6,976,046 ▼-29.7%46,0000.3%IndustrialsSNPSSynopsys$16,005,792$4,610,364 ▲40.5%36,8000.3%TechnologyTEXTerex$15,732,660$14,938 ▼-0.1%299,1000.3%IndustrialsSPOTSpotify Technology$14,383,0710.0%29,5110.3%Communication ServicesCMCCommercial Metals$14,220,9000.0%229,0000.3%MaterialsIOTSamsara$13,707,735$13,707,735 ▲New Holding359,5000.2%TechnologyAOSA. O. Smith$13,356,082$915,111 ▼-6.4%236,9360.2%IndustrialsHSAIHesai Group$13,049,812$237,336 ▼-1.8%818,1700.2%TechnologyICFIICF International$12,542,405$1,106,543 ▼-8.1%150,8770.2%IndustrialsOSISOSI Systems$11,759,385$4,664,880 ▲65.8%60,5000.2%TechnologyOKTAOkta$11,689,249$11,689,249 ▲New Holding55,9000.2%TechnologyVECOVeeco Instruments$11,650,512$286,488 ▼-2.4%224,4800.2%TechnologyAEISAdvanced Energy Industries$11,554,620$11,554,620 ▲New Holding41,0000.2%TechnologyCECO ENVIRONMENTAL CORP$11,476,533$25,976 ▼-0.2%164,7980.2%COMESTCElastic$11,150,720$11,150,720 ▲New Holding121,6000.2%TechnologySSDSimpson Manufacturing$10,850,8800.0%63,5000.2%IndustrialsSNOWSnowflake$10,322,624$13,955,916 ▼-57.5%30,4000.2%TechnologyPONY AI INC$9,888,480$9,888,480 ▲New Holding1,512,0000.2%SPONSORED ADSBMIBadger Meter$9,376,1920.0%75,8960.2%TechnologyShowing largest 100 holdings. View all holdings. 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