Robeco Schweiz AG Q1 2023 Filing
Filed May 8, 2023
Portfolio Value
$6.2B
Holdings
121
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMOTHERMO FISHER SCIENTIFIC INC | 405,465 | $233.7B | 3776.26% | |
| 2 | ONON SEMICONDUCTOR CORP | 2,345,435 | $193.1B | 3119.86% | |
| 3 | DHRDANAHER CORPORATION | 738,657 | $186.2B | 3008.28% | |
| 4 | ALBALBEMARLE CORP | 825,145 | $182.4B | 2947.19% | |
| 5 | ADIANALOG DEVICES INC | 915,577 | $180.6B | 2917.78% | |
| 6 | FSLRFIRST SOLAR INC | 790,000 | $171.8B | 2776.47% | |
| 7 | AG8AGILENT TECHNOLOGIES INC | 1,233,644 | $170.7B | 2757.68% | |
| 8 | PTCPTC INC | 1,267,500 | $162.5B | 2626.30% | |
| 9 | PNRPENTAIR PLC | 2,856,515 | $157.9B | 2551.13% | |
| 10 | AVTRAVANTOR INC | 6,967,000 | $147.3B | 2379.89% | |
| 11 | ADSKAUTODESK INC | 670,617 | $139.6B | 2255.68% | |
| 12 | PWRQUANTA SVCS INC | 836,100 | $139.3B | 2251.36% | |
| 13 | SEDGSOLAREDGE TECHNOLOGIES INC | 453,100 | $137.7B | 2225.37% | |
| 14 | NXPINXP SEMICONDUCTORS N V | 723,835 | $135.0B | 2181.06% | |
| 15 | LSCCLATTICE SEMICONDUCTOR CORP | 1,362,600 | $130.1B | 2102.71% | |
| 16 | MPWRMONOLITHIC PWR SYS INC | 238,650 | $119.5B | 1930.22% | |
| 17 | RRXREGAL REXNORD CORPORATION | 805,000 | $113.3B | 1830.58% | |
| 18 | ECLECOLAB INC | 626,571 | $103.7B | 1675.92% | |
| 19 | PWIPOWER INTEGRATIONS INC | 1,194,495 | $101.1B | 1633.68% | |
| 20 | AOSSMITH A O CORP | 1,418,334 | $98.1B | 1584.81% | |
| 21 | CSLCARLISLE COS INC | 403,024 | $91.1B | 1472.25% | |
| 22 | JCIJOHNSON CTLS INTL PLC | 1,452,800 | $87.5B | 1413.69% | |
| 23 | XYLXYLEM INC | 826,804 | $86.6B | 1398.80% | |
| 24 | WATWATERS CORP | 275,172 | $85.2B | 1376.75% | |
| 25 | DOVDOVER CORP | 510,009 | $77.5B | 1252.15% | |
| 26 | AKXANSYS INC | 229,385 | $76.3B | 1233.54% | |
| 27 | TERTERADYNE INC | 700,090 | $75.3B | 1216.21% | |
| 28 | SQMSOCIEDAD QUIMICA Y MINERA DE | 926,670 | $75.1B | 1213.78% | |
| 29 | MRVLMARVELL TECHNOLOGY INC | 1,661,000 | $71.9B | 1162.16% | |
| 30 | ARRYARRAY TECHNOLOGIES INC | 3,025,053 | $66.2B | 1069.52% | |
| 31 | —NATIONAL INSTRS CORP | 1,248,000 | $65.4B | 1056.90% | |
| 32 | IEXIDEX CORP | 280,500 | $64.8B | 1047.15% | |
| 33 | CNMCORE & MAIN INC | 2,755,007 | $63.6B | 1028.35% | |
| 34 | SLABSILICON LABORATORIES INC | 349,651 | $61.2B | 989.24% | |
| 35 | MTDMETTLER TOLEDO INTERNATIONAL | 39,991 | $61.2B | 988.83% | |
| 36 | IPGPIPG PHOTONICS CORP | 495,000 | $61.0B | 986.30% | |
| 37 | FBINFORTUNE BRANDS INNOVATIONS I | 1,020,157 | $59.9B | 968.13% | |
| 38 | TSLATESLA INC | 285,540 | $59.2B | 957.21% | |
| 39 | IRINGERSOLL RAND INC | 1,009,600 | $58.7B | 949.14% | |
| 40 | ACMAECOM | 680,612 | $57.4B | 927.34% | |
| 41 | ONTOONTO INNOVATION INC | 640,000 | $56.2B | 908.82% | |
| 42 | TXNTEXAS INSTRS INC | 297,274 | $55.3B | 893.51% | |
| 43 | APTVAPTIV PLC | 471,975 | $53.0B | 855.62% | |
| 44 | RUNSUNRUN INC | 2,577,300 | $51.9B | 839.16% | |
| 45 | ITRIITRON INC | 922,220 | $51.1B | 826.31% | |
| 46 | PLUNPLUG POWER INC | 4,300,500 | $50.4B | 814.43% | |
| 47 | TELTE CONNECTIVITY LTD | 383,085 | $50.2B | 811.84% | |
| 48 | MASMASCO CORP | 948,600 | $47.2B | 762.12% | |
| 49 | AITAPPLIED INDL TECHNOLOGIES IN | 329,700 | $46.9B | 757.20% | |
| 50 | LKQ1LKQ CORP | 820,500 | $46.6B | 752.54% | |
| 51 | QCOMQUALCOMM INC | 352,788 | $45.0B | 727.28% | |
| 52 | ROPROPER TECHNOLOGIES INC | 100,982 | $44.5B | 719.09% | |
| 53 | VRTVERTIV HOLDINGS CO | 3,026,300 | $43.3B | 699.77% | |
| 54 | CITCINTAS CORP | 91,867 | $42.5B | 686.83% | |
| 55 | IFFINTERNATIONAL FLAVORS&FRAGRA | 460,228 | $42.3B | 683.88% | |
| 56 | WMSADVANCED DRAIN SYS INC DEL | 494,603 | $41.7B | 673.02% | |
| 57 | AGREURAVANGRID INC | 1,015,000 | $40.5B | 654.08% | |
| 58 | LINLINDE PLC | 113,703 | $40.4B | 653.05% | |
| 59 | OCOWENS CORNING NEW | 413,000 | $39.6B | 639.33% | |
| 60 | LITELUMENTUM HLDGS INC | 731,000 | $39.5B | 637.97% | |
| 61 | FSSFEDERAL SIGNAL CORP | 705,700 | $38.3B | 618.17% | |
| 62 | BLDTOPBUILD CORP | 182,900 | $38.1B | 615.14% | |
| 63 | SRCLSTERICYCLE INC | 857,912 | $37.4B | 604.55% | |
| 64 | AWCAMERICAN WTR WKS CO INC NEW | 253,015 | $37.1B | 598.91% | |
| 65 | TTEKTETRA TECH INC NEW | 249,832 | $36.7B | 593.07% | |
| 66 | TRMBTRIMBLE INC | 681,844 | $35.7B | 577.55% | |
| 67 | WTSWATTS WATER TECHNOLOGIES INC | 183,612 | $30.9B | 499.39% | |
| 68 | FIXCOMFORT SYS USA INC | 202,853 | $29.6B | 478.43% | |
| 69 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 499,783 | $29.6B | 478.01% | |
| 70 | GLWCORNING INC | 828,000 | $29.2B | 472.03% | |
| 71 | OLEDUNIVERSAL DISPLAY CORP | 179,800 | $27.9B | 450.70% | |
| 72 | XPEVXPENG INC | 2,477,170 | $27.5B | 444.71% | |
| 73 | AMBAAMBARELLA INC | 354,875 | $27.5B | 443.95% | |
| 74 | QA4AGENTHERM INC | 390,440 | $23.6B | 381.19% | |
| 75 | BSXBOSTON SCIENTIFIC CORP | 423,891 | $21.2B | 342.68% | |
| 76 | REZIRESIDEO TECHNOLOGIES INC | 1,134,455 | $20.7B | 335.10% | |
| 77 | FELEFRANKLIN ELEC INC | 214,248 | $20.2B | 325.77% | |
| 78 | BRBRBELLRING BRANDS INC | 574,989 | $19.5B | 315.90% | |
| 79 | BSYBENTLEY SYS INC | 448,800 | $19.3B | 311.76% | |
| 80 | ALCALCON AG | 267,531 | $18.9B | 304.94% | |
| 81 | DECKDECKERS OUTDOOR CORP | 40,904 | $18.4B | 297.13% | |
| 82 | ICFIICF INTL INC | 157,071 | $17.2B | 278.43% | |
| 83 | COLMCOLUMBIA SPORTSWEAR CO | 179,326 | $16.2B | 261.49% | |
| 84 | UNHUNITEDHEALTH GROUP INC | 32,047 | $15.1B | 244.73% | |
| 85 | LTHM1EURLIVENT CORP | 689,800 | $15.0B | 242.10% | |
| 86 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 416,252 | $14.8B | 239.52% | |
| 87 | CVSCVS HEALTH CORP | 189,646 | $14.1B | 227.72% | |
| 88 | NIONIO INC | 1,318,090 | $13.9B | 223.85% | |
| 89 | NOMDNOMAD FOODS LTD | 723,176 | $13.6B | 218.99% | |
| 90 | CLHCLEAN HARBORS INC | 95,000 | $13.5B | 218.84% | |
| 91 | ERIIENERGY RECOVERY INC | 510,139 | $11.8B | 190.01% | |
| 92 | MMSMAXIMUS INC | 131,864 | $10.4B | 167.69% | |
| 93 | NKENIKE INC | 83,913 | $10.3B | 166.29% | |
| 94 | MDTMEDTRONIC PLC | 120,166 | $9.7B | 156.54% | |
| 95 | LXFRLUXFER HLDGS PLC | 394,987 | $6.7B | 107.86% | |
| 96 | XRAYDENTSPLY SIRONA INC | 154,545 | $6.1B | 98.09% | |
| 97 | WCCWESCO INTL INC | 34,600 | $5.3B | 86.40% | |
| 98 | ELLAUDER ESTEE COS INC | 20,875 | $5.1B | 83.13% | |
| 99 | SLGNSILGAN HLDGS INC | 88,000 | $4.7B | 76.32% | |
| 100 | AGCOAGCO CORP | 34,700 | $4.7B | 75.81% |
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