Robeco Schweiz AG Q4 2022 Filing
Filed February 7, 2023
Portfolio Value
$5.5B
Holdings
119
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMOTHERMO FISHER SCIENTIFIC INC | 436,168 | $240.2B | 4387.36% | |
| 2 | ALBALBEMARLE CORP | 869,280 | $188.5B | 3443.35% | |
| 3 | DHRDANAHER CORPORATION | 689,911 | $183.1B | 3344.79% | |
| 4 | ONON SEMICONDUCTOR CORP | 2,666,350 | $166.3B | 3037.63% | |
| 5 | PTCPTC INC | 1,274,400 | $153.0B | 2794.31% | |
| 6 | ADIANALOG DEVICES INC | 929,747 | $152.5B | 2785.67% | |
| 7 | AVTRAVANTOR INC | 7,144,000 | $150.7B | 2752.07% | |
| 8 | FSLRFIRST SOLAR INC | 953,500 | $142.8B | 2608.83% | |
| 9 | SEDGSOLAREDGE TECHNOLOGIES INC | 484,000 | $137.1B | 2504.31% | |
| 10 | PNRPENTAIR PLC | 2,934,299 | $132.0B | 2410.83% | |
| 11 | ADSKAUTODESK INC | 672,790 | $125.7B | 2296.47% | |
| 12 | AG8AGILENT TECHNOLOGIES INC | 834,981 | $125.0B | 2282.42% | |
| 13 | NXPINXP SEMICONDUCTORS N V | 740,660 | $117.0B | 2137.97% | |
| 14 | PWRQUANTA SVCS INC | 813,300 | $115.9B | 2116.94% | |
| 15 | LSCCLATTICE SEMICONDUCTOR CORP | 1,729,300 | $112.2B | 2049.38% | |
| 16 | PKNPERKINELMER INC | 755,500 | $105.9B | 1935.03% | |
| 17 | AOSSMITH A O CORP | 1,768,900 | $101.3B | 1849.46% | |
| 18 | JCIJOHNSON CTLS INTL PLC | 1,463,600 | $93.7B | 1710.98% | |
| 19 | WMSADVANCED DRAIN SYS INC DEL | 1,137,675 | $93.3B | 1703.39% | |
| 20 | ECLECOLAB INC | 626,900 | $91.3B | 1666.80% | |
| 21 | PWIPOWER INTEGRATIONS INC | 1,194,220 | $85.6B | 1564.47% | |
| 22 | MPWRMONOLITHIC PWR SYS INC | 241,380 | $85.4B | 1559.08% | |
| 23 | SQMSOCIEDAD QUIMICA Y MINERA DE | 1,040,220 | $83.1B | 1517.01% | |
| 24 | MRVLMARVELL TECHNOLOGY INC | 2,102,400 | $77.9B | 1422.42% | |
| 25 | IFFINTERNATIONAL FLAVORS&FRAGRA | 682,203 | $71.5B | 1306.42% | |
| 26 | DOVDOVER CORP | 510,237 | $69.1B | 1262.02% | |
| 27 | AKXANSYS INC | 266,125 | $64.3B | 1174.38% | |
| 28 | IEXIDEX CORP | 280,652 | $64.1B | 1170.51% | |
| 29 | RUNSUNRUN INC | 2,592,600 | $62.3B | 1137.50% | |
| 30 | ARRYARRAY TECHNOLOGIES INC | 3,025,053 | $58.5B | 1068.09% | |
| 31 | TERTERADYNE INC | 651,685 | $56.9B | 1039.78% | |
| 32 | XPEVXPENG INC | 5,683,370 | $56.5B | 1031.89% | |
| 33 | FBINFORTUNE BRANDS INNOVATIONS I | 974,143 | $55.6B | 1016.20% | |
| 34 | XYLXYLEM INC | 489,867 | $54.2B | 989.37% | |
| 35 | PLUNPLUG POWER INC | 4,329,600 | $53.6B | 978.27% | |
| 36 | MTDMETTLER TOLEDO INTERNATIONAL | 36,426 | $52.7B | 961.74% | |
| 37 | CNMCORE & MAIN INC | 2,653,007 | $51.2B | 935.76% | |
| 38 | TELTE CONNECTIVITY LTD | 433,194 | $49.7B | 908.38% | |
| 39 | ACMAECOM | 568,674 | $48.3B | 882.20% | |
| 40 | SLABSILICON LABORATORIES INC | 355,951 | $48.3B | 882.10% | |
| 41 | RRXREGAL REXNORD CORPORATION | 400,000 | $48.0B | 876.62% | |
| 42 | WATWATERS CORP | 135,513 | $46.4B | 847.98% | |
| 43 | ITRIITRON INC | 908,700 | $46.0B | 840.70% | |
| 44 | APTVAPTIV PLC | 489,125 | $45.6B | 832.05% | |
| 45 | IPGPIPG PHOTONICS CORP | 477,000 | $45.2B | 824.85% | |
| 46 | MASMASCO CORP | 949,200 | $44.3B | 809.17% | |
| 47 | AGREURAVANGRID INC | 1,015,000 | $43.6B | 796.85% | |
| 48 | ONTOONTO INNOVATION INC | 640,000 | $43.6B | 795.99% | |
| 49 | LKQ1LKQ CORP | 810,000 | $43.3B | 790.22% | |
| 50 | ROPROPER TECHNOLOGIES INC | 98,482 | $42.6B | 777.27% | |
| 51 | TXNTEXAS INSTRS INC | 253,169 | $41.8B | 764.04% | |
| 52 | VRTVERTIV HOLDINGS CO | 3,041,600 | $41.5B | 758.92% | |
| 53 | IRINGERSOLL RAND INC | 790,900 | $41.3B | 754.83% | |
| 54 | QCOMQUALCOMM INC | 370,288 | $40.7B | 743.60% | |
| 55 | —NATIONAL INSTRS CORP | 1,083,000 | $40.0B | 729.96% | |
| 56 | LITELUMENTUM HLDGS INC | 759,900 | $39.6B | 724.13% | |
| 57 | OCOWENS CORNING NEW | 413,000 | $35.2B | 643.49% | |
| 58 | SRCLSTERICYCLE INC | 696,000 | $34.7B | 634.26% | |
| 59 | FSSFEDERAL SIGNAL CORP | 706,200 | $32.8B | 599.44% | |
| 60 | TRMBTRIMBLE INC | 612,200 | $31.0B | 565.38% | |
| 61 | AMBAAMBARELLA INC | 372,510 | $30.6B | 559.51% | |
| 62 | BLDTOPBUILD CORP | 182,900 | $28.6B | 522.81% | |
| 63 | CITCINTAS CORP | 61,228 | $27.7B | 505.09% | |
| 64 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 491,678 | $27.2B | 496.83% | |
| 65 | QA4AGENTHERM INC | 413,500 | $27.0B | 493.13% | |
| 66 | GLWCORNING INC | 828,000 | $26.4B | 483.07% | |
| 67 | AITAPPLIED INDL TECHNOLOGIES IN | 206,400 | $26.0B | 475.14% | |
| 68 | APGAPI GROUP CORP | 1,255,073 | $23.6B | 431.22% | |
| 69 | FIXCOMFORT SYS USA INC | 188,474 | $21.7B | 396.18% | |
| 70 | ZWSZURN ELKAY WATER SOLNS CORP | 1,021,000 | $21.6B | 394.44% | |
| 71 | OLEDUNIVERSAL DISPLAY CORP | 182,400 | $19.7B | 359.96% | |
| 72 | BSXBOSTON SCIENTIFIC CORP | 423,891 | $19.6B | 358.26% | |
| 73 | REZIRESIDEO TECHNOLOGIES INC | 1,134,455 | $18.7B | 340.88% | |
| 74 | CVSCVS HEALTH CORP | 189,646 | $17.7B | 322.82% | |
| 75 | TSLATESLA INC | 142,435 | $17.5B | 320.48% | |
| 76 | FELEFRANKLIN ELEC INC | 214,248 | $17.1B | 312.10% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 32,047 | $17.0B | 310.35% | |
| 78 | BSYBENTLEY SYS INC | 448,800 | $16.6B | 302.99% | |
| 79 | DECKDECKERS OUTDOOR CORP | 40,904 | $16.3B | 298.23% | |
| 80 | ALCALCON AG | 235,340 | $16.1B | 294.68% | |
| 81 | COLMCOLUMBIA SPORTSWEAR CO | 179,326 | $15.7B | 286.87% | |
| 82 | BRBRBELLRING BRANDS INC | 574,989 | $14.7B | 269.29% | |
| 83 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 428,972 | $13.9B | 254.50% | |
| 84 | AWCAMERICAN WTR WKS CO INC NEW | 82,650 | $12.6B | 230.11% | |
| 85 | NOMDNOMAD FOODS LTD | 725,167 | $12.5B | 228.36% | |
| 86 | NIONIO INC | 1,241,690 | $12.1B | 221.14% | |
| 87 | ERIIENERGY RECOVERY INC | 510,139 | $10.5B | 190.93% | |
| 88 | —DIVERSEY HLDGS LTD | 2,347,000 | $10.0B | 182.63% | |
| 89 | CLHCLEAN HARBORS INC | 86,500 | $9.9B | 180.31% | |
| 90 | NKENIKE INC | 83,913 | $9.8B | 179.35% | |
| 91 | MMSMAXIMUS INC | 131,864 | $9.7B | 176.62% | |
| 92 | AQUAUSDEVOQUA WATER TECHNOLOGIES CO | 204,000 | $8.1B | 147.56% | |
| 93 | XRAYDENTSPLY SIRONA INC | 228,731 | $7.3B | 133.03% | |
| 94 | MDTMEDTRONIC PLC | 87,609 | $6.8B | 124.37% | |
| 95 | LXFRLUXFER HLDGS PLC | 494,987 | $6.8B | 124.05% | |
| 96 | CSTMCONSTELLIUM SE | 552,000 | $6.5B | 119.28% | |
| 97 | ELLAUDER ESTEE COS INC | 20,875 | $5.2B | 94.60% | |
| 98 | AVGOBROADCOM INC | 8,600 | $4.8B | 87.83% | |
| 99 | BBWIBATH & BODY WORKS INC | 112,160 | $4.7B | 86.33% | |
| 100 | ACNACCENTURE PLC IRELAND | 17,243 | $4.6B | 84.04% |
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