Robeco Schweiz AG Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$5.1B
Holdings
156
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALBALBEMARLE CORP | 953,130 | $252.0B | 4901.24% | |
| 2 | ONON SEMICONDUCTOR CORP | 3,699,716 | $230.6B | 4484.26% | |
| 3 | FSLRFIRST SOLAR INC | 1,090,000 | $144.2B | 2803.58% | |
| 4 | PTCPTC INC | 1,316,000 | $137.7B | 2676.79% | |
| 5 | PKNPERKINELMER INC | 1,127,500 | $135.7B | 2638.25% | |
| 6 | ADIANALOG DEVICES INC | 930,057 | $129.6B | 2520.06% | |
| 7 | AVTRAVANTOR INC | 6,341,300 | $124.3B | 2416.90% | |
| 8 | PNRPENTAIR PLC | 2,959,178 | $120.2B | 2337.99% | |
| 9 | JCIJOHNSON CTLS INTL PLC | 2,357,000 | $116.0B | 2255.95% | |
| 10 | SQMSOCIEDAD QUIMICA Y MINERA DE | 1,231,320 | $111.7B | 2172.91% | |
| 11 | NXPINXP SEMICONDUCTORS N V | 741,160 | $109.3B | 2125.99% | |
| 12 | AG8AGILENT TECHNOLOGIES INC | 843,368 | $102.5B | 1993.41% | |
| 13 | PWRQUANTA SVCS INC | 804,000 | $102.4B | 1991.68% | |
| 14 | ECLECOLAB INC | 696,783 | $100.6B | 1956.81% | |
| 15 | SEDGSOLAREDGE TECHNOLOGIES INC | 430,000 | $99.5B | 1935.40% | |
| 16 | AOSSMITH A O CORP | 1,899,092 | $92.3B | 1794.03% | |
| 17 | MPWRMONOLITHIC PWR SYS INC | 241,480 | $87.8B | 1706.45% | |
| 18 | LSCCLATTICE SEMICONDUCTOR CORP | 1,731,000 | $85.2B | 1656.45% | |
| 19 | PWIPOWER INTEGRATIONS INC | 1,194,220 | $76.8B | 1493.67% | |
| 20 | MRVLMARVELL TECHNOLOGY INC | 1,713,000 | $73.5B | 1429.36% | |
| 21 | IFFINTERNATIONAL FLAVORS&FRAGRA | 807,100 | $73.3B | 1425.55% | |
| 22 | ADSKAUTODESK INC | 388,300 | $72.5B | 1410.48% | |
| 23 | RUNSUNRUN INC | 2,596,000 | $71.6B | 1392.79% | |
| 24 | XPEVXPENG INC | 5,691,170 | $68.0B | 1322.49% | |
| 25 | IEXIDEX CORP | 289,759 | $57.9B | 1126.07% | |
| 26 | ACMAECOM | 830,572 | $56.8B | 1104.25% | |
| 27 | XYLXYLEM INC | 621,600 | $54.3B | 1055.97% | |
| 28 | TELTE CONNECTIVITY LTD | 488,384 | $53.9B | 1048.09% | |
| 29 | FBINFORTUNE BRANDS HOME & SEC IN | 1,001,141 | $53.8B | 1045.23% | |
| 30 | DOVDOVER CORP | 459,182 | $53.5B | 1040.95% | |
| 31 | AKXANSYS INC | 236,747 | $52.5B | 1020.65% | |
| 32 | PLUNPLUG POWER INC | 2,490,000 | $52.3B | 1017.31% | |
| 33 | LITELUMENTUM HLDGS INC | 761,000 | $52.2B | 1014.72% | |
| 34 | CVSCVS HEALTH CORP | 536,746 | $51.2B | 995.41% | |
| 35 | IRINGERSOLL RAND INC | 1,170,671 | $50.6B | 984.79% | |
| 36 | ARRYARRAY TECHNOLOGIES INC | 3,025,053 | $50.2B | 975.30% | |
| 37 | WMSADVANCED DRAIN SYS INC DEL | 394,849 | $49.1B | 954.93% | |
| 38 | TERTERADYNE INC | 651,685 | $49.0B | 952.34% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 94,635 | $47.8B | 929.39% | |
| 40 | MASMASCO CORP | 989,800 | $46.2B | 898.67% | |
| 41 | SLABSILICON LABORATORIES INC | 356,651 | $44.0B | 856.10% | |
| 42 | TRMBTRIMBLE INC | 793,667 | $43.1B | 837.57% | |
| 43 | AGREURAVANGRID INC | 1,015,000 | $42.3B | 823.06% | |
| 44 | MTDMETTLER TOLEDO INTERNATIONAL | 38,847 | $42.1B | 818.96% | |
| 45 | QCOMQUALCOMM INC | 371,078 | $41.9B | 815.25% | |
| 46 | ONTOONTO INNOVATION INC | 654,298 | $41.9B | 814.94% | |
| 47 | MSFTMICROSOFT CORP | 177,392 | $41.3B | 803.40% | |
| 48 | TXNTEXAS INSTRS INC | 263,169 | $40.7B | 792.09% | |
| 49 | IPGPIPG PHOTONICS CORP | 477,000 | $40.2B | 782.40% | |
| 50 | ITRIITRON INC | 908,700 | $38.3B | 744.09% | |
| 51 | TSLATESLA INC | 142,800 | $37.9B | 736.57% | |
| 52 | ROPROPER TECHNOLOGIES INC | 101,982 | $36.7B | 713.21% | |
| 53 | LKQ1LKQ CORP | 758,200 | $35.7B | 695.17% | |
| 54 | BLDPBALLARD PWR SYS INC NEW | 5,319,700 | $32.5B | 632.84% | |
| 55 | ZWSZURN ELKAY WATER SOLNS CORP | 1,325,985 | $32.5B | 631.74% | |
| 56 | OCOWENS CORNING NEW | 413,000 | $32.5B | 631.33% | |
| 57 | POOLPOOL CORP | 101,016 | $32.1B | 625.07% | |
| 58 | VRTVERTIV HOLDINGS CO | 3,045,000 | $29.6B | 575.54% | |
| 59 | BSXBOSTON SCIENTIFIC CORP | 679,344 | $26.3B | 511.64% | |
| 60 | FSSFEDERAL SIGNAL CORP | 704,200 | $26.3B | 511.06% | |
| 61 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 609,140 | $26.0B | 504.85% | |
| 62 | —NATIONAL INSTRS CORP | 683,000 | $25.8B | 501.24% | |
| 63 | OLEDUNIVERSAL DISPLAY CORP | 268,000 | $25.3B | 491.71% | |
| 64 | ACNACCENTURE PLC IRELAND | 89,211 | $23.0B | 446.36% | |
| 65 | SRCLSTERICYCLE INC | 540,600 | $22.8B | 442.68% | |
| 66 | CSTMCONSTELLIUM SE | 2,232,000 | $22.6B | 440.10% | |
| 67 | DECKDECKERS OUTDOOR CORP | 70,669 | $22.1B | 429.60% | |
| 68 | MRKMERCK & CO INC | 247,421 | $21.3B | 414.35% | |
| 69 | AMBAAMBARELLA INC | 372,510 | $20.9B | 406.96% | |
| 70 | QA4AGENTHERM INC | 414,700 | $20.6B | 401.03% | |
| 71 | REZIRESIDEO TECHNOLOGIES INC | 1,081,800 | $20.6B | 400.95% | |
| 72 | NIONIO INC | 1,248,090 | $19.7B | 382.73% | |
| 73 | ALCALCON AG | 331,653 | $19.3B | 375.23% | |
| 74 | RGAREINSURANCE GRP OF AMERICA I | 145,894 | $18.4B | 356.93% | |
| 75 | FIXCOMFORT SYS USA INC | 188,474 | $18.3B | 356.71% | |
| 76 | AWCAMERICAN WTR WKS CO INC NEW | 136,184 | $17.7B | 344.70% | |
| 77 | COHRCOHERENT CORP | 508,000 | $17.7B | 344.27% | |
| 78 | FELEFRANKLIN ELEC INC | 214,248 | $17.5B | 340.42% | |
| 79 | BSYBENTLEY SYS INC | 541,200 | $16.6B | 321.93% | |
| 80 | CLCOLGATE PALMOLIVE CO | 222,585 | $15.6B | 304.07% | |
| 81 | PNCPNC FINL SVCS GROUP INC | 103,257 | $15.4B | 300.03% | |
| 82 | MDTMEDTRONIC PLC | 179,660 | $14.5B | 282.12% | |
| 83 | LINLINDE PLC | 51,402 | $13.9B | 269.46% | |
| 84 | AQUAUSDEVOQUA WATER TECHNOLOGIES CO | 408,000 | $13.5B | 262.38% | |
| 85 | CLHCLEAN HARBORS INC | 122,209 | $13.4B | 261.37% | |
| 86 | MAMASTERCARD INCORPORATED | 47,066 | $13.4B | 260.24% | |
| 87 | MMSMAXIMUS INC | 227,826 | $13.2B | 256.37% | |
| 88 | JT5MUELLER WTR PRODS INC | 1,264,000 | $13.0B | 252.43% | |
| 89 | KALUKAISER ALUMINUM CORP | 210,700 | $12.9B | 251.36% | |
| 90 | VVISA INC | 71,517 | $12.7B | 247.06% | |
| 91 | —DIVERSEY HLDGS LTD | 2,551,000 | $12.4B | 241.09% | |
| 92 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 403,365 | $11.9B | 231.95% | |
| 93 | BRBRBELLRING BRANDS INC | 574,989 | $11.9B | 230.45% | |
| 94 | CSCOCISCO SYS INC | 291,322 | $11.7B | 226.60% | |
| 95 | XRAYDENTSPLY SIRONA INC | 395,187 | $11.2B | 217.87% | |
| 96 | AKAMAKAMAI TECHNOLOGIES INC | 135,272 | $10.9B | 211.28% | |
| 97 | LLYLILLY ELI & CO | 32,182 | $10.4B | 202.35% | |
| 98 | HDHOME DEPOT INC | 37,679 | $10.4B | 202.18% | |
| 99 | TRVTRAVELERS COMPANIES INC | 63,199 | $9.7B | 188.27% | |
| 100 | LOWLOWES COS INC | 51,376 | $9.6B | 187.63% |
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