Robeco Schweiz AG Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$4.7T
Holdings
120
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 595,894 | $176.1B | 3.76% | |
| 2 | AVTRAVANTOR INC | 7,612,555 | $160.4B | 3.43% | |
| 3 | AG8AGILENT TECHNOLOGIES INC | 1,156,536 | $155.4B | 3.32% | |
| 4 | PWRQUANTA SVCS INC | 474,850 | $150.1B | 3.21% | |
| 5 | MRVLMARVELL TECHNOLOGY INC | 1,273,400 | $140.6B | 3.01% | |
| 6 | VRTVERTIV HOLDINGS CO | 1,179,312 | $134.0B | 2.86% | |
| 7 | XYLXYLEM INC | 1,144,735 | $132.8B | 2.84% | |
| 8 | CSLCARLISLE COS INC | 342,500 | $126.3B | 2.70% | |
| 9 | CNMCORE & MAIN INC | 2,141,763 | $109.0B | 2.33% | |
| 10 | RRXREGAL REXNORD CORPORATION | 691,897 | $107.3B | 2.29% | |
| 11 | PTCPTC INC | 578,077 | $106.3B | 2.27% | |
| 12 | ARMARM HOLDINGS PLC | 845,005 | $104.2B | 2.23% | |
| 13 | NVTNVENT ELECTRIC PLC | 1,511,000 | $103.0B | 2.20% | |
| 14 | TTEKTETRA TECH INC NEW | 2,449,875 | $97.6B | 2.09% | |
| 15 | FERGFERGUSON ENTERPRISES INC | 547,260 | $95.0B | 2.03% | |
| 16 | PCORPROCORE TECHNOLOGIES INC | 1,239,000 | $92.8B | 1.98% | |
| 17 | VLTOVERALTO CORP | 867,594 | $88.4B | 1.89% | |
| 18 | PNRPENTAIR PLC | 871,642 | $87.7B | 1.87% | |
| 19 | AWCAMERICAN WTR WKS CO INC NEW | 695,804 | $86.6B | 1.85% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 165,544 | $86.1B | 1.84% | |
| 21 | FSLRFIRST SOLAR INC | 469,395 | $82.7B | 1.77% | |
| 22 | ADIANALOG DEVICES INC | 373,775 | $79.4B | 1.70% | |
| 23 | ONON SEMICONDUCTOR CORP | 1,234,000 | $77.8B | 1.66% | |
| 24 | ALBALBEMARLE CORP | 822,810 | $70.8B | 1.51% | |
| 25 | WATWATERS CORP | 185,148 | $68.7B | 1.47% | |
| 26 | CLHCLEAN HARBORS INC | 290,155 | $66.8B | 1.43% | |
| 27 | MPWRMONOLITHIC PWR SYS INC | 110,227 | $65.2B | 1.39% | |
| 28 | ECLECOLAB INC | 268,028 | $62.8B | 1.34% | |
| 29 | WMWASTE MGMT INC DEL | 300,647 | $60.7B | 1.30% | |
| 30 | DHRDANAHER CORPORATION | 259,545 | $59.6B | 1.27% | |
| 31 | IEXIDEX CORP | 283,063 | $59.2B | 1.27% | |
| 32 | MTDMETTLER TOLEDO INTERNATIONAL | 46,483 | $56.9B | 1.22% | |
| 33 | BEPCBROOKFIELD RENEWABLE CORP | 2,013,000 | $55.7B | 1.19% | |
| 34 | LSCCLATTICE SEMICONDUCTOR CORP | 963,200 | $54.6B | 1.17% | |
| 35 | ACMAECOM | 503,521 | $53.8B | 1.15% | |
| 36 | FBINFORTUNE BRANDS INNOVATIONS I | 669,393 | $45.7B | 0.98% | |
| 37 | AITAPPLIED INDL TECHNOLOGIES IN | 186,960 | $44.8B | 0.96% | |
| 38 | SQMSOCIEDAD QUIMICA Y MINERA DE | 1,165,600 | $42.4B | 0.91% | |
| 39 | APGAPI GROUP CORP | 1,143,730 | $41.1B | 0.88% | |
| 40 | TERTERADYNE INC | 326,519 | $41.1B | 0.88% | |
| 41 | PWIPOWER INTEGRATIONS INC | 664,000 | $41.0B | 0.88% | |
| 42 | TSLATESLA INC | 95,400 | $38.5B | 0.82% | |
| 43 | LITELUMENTUM HLDGS INC | 417,000 | $35.0B | 0.75% | |
| 44 | CITCINTAS CORP | 189,648 | $34.6B | 0.74% | |
| 45 | DOVDOVER CORP | 169,623 | $31.8B | 0.68% | |
| 46 | TXNTEXAS INSTRS INC | 169,504 | $31.8B | 0.68% | |
| 47 | ITRIITRON INC | 292,000 | $31.7B | 0.68% | |
| 48 | ROPROPER TECHNOLOGIES INC | 58,251 | $30.3B | 0.65% | |
| 49 | QCOMQUALCOMM INC | 194,695 | $29.9B | 0.64% | |
| 50 | IRINGERSOLL RAND INC | 324,928 | $29.4B | 0.63% | |
| 51 | JCIJOHNSON CTLS INTL PLC | 369,446 | $29.2B | 0.62% | |
| 52 | MASMASCO CORP | 383,167 | $27.8B | 0.59% | |
| 53 | NXPINXP SEMICONDUCTORS N V | 131,630 | $27.4B | 0.58% | |
| 54 | ONTOONTO INNOVATION INC | 162,860 | $27.1B | 0.58% | |
| 55 | FSSFEDERAL SIGNAL CORP | 286,136 | $26.4B | 0.56% | |
| 56 | WMSADVANCED DRAIN SYS INC DEL | 215,475 | $24.9B | 0.53% | |
| 57 | VMIVALMONT INDS INC | 78,365 | $24.0B | 0.51% | |
| 58 | TELTE CONNECTIVITY PLC | 163,980 | $23.4B | 0.50% | |
| 59 | LINLINDE PLC | 53,505 | $22.4B | 0.48% | |
| 60 | AOSSMITH A O CORP | 326,963 | $22.3B | 0.48% | |
| 61 | NXTNEXTRACKER INC | 605,300 | $22.1B | 0.47% | |
| 62 | AWRAMER STATES WTR CO | 282,099 | $21.9B | 0.47% | |
| 63 | XPEVXPENG INC | 1,800,900 | $21.3B | 0.45% | |
| 64 | AMBAAMBARELLA INC | 274,920 | $20.0B | 0.43% | |
| 65 | OCOWENS CORNING NEW | 112,382 | $19.1B | 0.41% | |
| 66 | NVDANVIDIA CORPORATION | 127,400 | $17.1B | 0.37% | |
| 67 | STMSTMICROELECTRONICS N V | 673,150 | $16.8B | 0.36% | |
| 68 | AMPSUSDALTUS POWER INC | 4,000,000 | $16.3B | 0.35% | |
| 69 | CECOCECO ENVIRONMENTAL CORP | 531,253 | $16.1B | 0.34% | |
| 70 | ICFIICF INTL INC | 130,766 | $15.6B | 0.33% | |
| 71 | LNNLINDSAY CORP | 128,729 | $15.2B | 0.33% | |
| 72 | BLDTOPBUILD CORP | 47,630 | $14.8B | 0.32% | |
| 73 | BSYBENTLEY SYS INC | 316,706 | $14.8B | 0.32% | |
| 74 | WTSWATTS WATER TECHNOLOGIES INC | 72,493 | $14.7B | 0.31% | |
| 75 | IPGPIPG PHOTONICS CORP | 201,994 | $14.7B | 0.31% | |
| 76 | REZIRESIDEO TECHNOLOGIES INC | 586,612 | $13.5B | 0.29% | |
| 77 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 174,159 | $13.4B | 0.29% | |
| 78 | ALCALCON AG | 140,385 | $11.9B | 0.25% | |
| 79 | MDTMEDTRONIC PLC | 145,807 | $11.6B | 0.25% | |
| 80 | UNHUNITEDHEALTH GROUP INC | 22,971 | $11.6B | 0.25% | |
| 81 | SSFSENSIENT TECHNOLOGIES CORP | 158,329 | $11.3B | 0.24% | |
| 82 | SFMSPROUTS FMRS MKT INC | 86,111 | $10.9B | 0.23% | |
| 83 | AVGOBROADCOM INC | 46,600 | $10.8B | 0.23% | |
| 84 | BRBRBELLRING BRANDS INC | 141,908 | $10.7B | 0.23% | |
| 85 | CVCOCAVCO INDS INC DEL | 23,200 | $10.4B | 0.22% | |
| 86 | BSXBOSTON SCIENTIFIC CORP | 114,072 | $10.2B | 0.22% | |
| 87 | FIXCOMFORT SYS USA INC | 23,100 | $9.8B | 0.21% | |
| 88 | DECKDECKERS OUTDOOR CORP | 47,144 | $9.6B | 0.20% | |
| 89 | NOMDNOMAD FOODS LTD | 552,932 | $9.3B | 0.20% | |
| 90 | ERIIENERGY RECOVERY INC | 618,269 | $9.1B | 0.19% | |
| 91 | PONYPONY AI INC | 614,000 | $8.8B | 0.19% | |
| 92 | DELLDELL TECHNOLOGIES INC | 76,300 | $8.8B | 0.19% | |
| 93 | CGNXCOGNEX CORP | 239,000 | $8.6B | 0.18% | |
| 94 | SLGNSILGAN HLDGS INC | 160,448 | $8.4B | 0.18% | |
| 95 | MMSMAXIMUS INC | 109,411 | $8.2B | 0.17% | |
| 96 | INVHINVITATION HOMES INC | 241,000 | $7.7B | 0.16% | |
| 97 | BMIBADGER METER INC | 35,327 | $7.5B | 0.16% | |
| 98 | IFFINTERNATIONAL FLAVORS&FRAGRA | 84,309 | $7.1B | 0.15% | |
| 99 | RSGREPUBLIC SVCS INC | 34,500 | $6.9B | 0.15% | |
| 100 | ABBVABBVIE INC | 39,047 | $6.9B | 0.15% |
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