Skip to content

13F-HR filed by Robeco Schweiz AG

Robeco Schweiz AG filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-07, with 126 holding rows worth $4,333,022,572.

Accession
0001085146-25-004655
Filed
2025-08-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A combination report, 126 entries on the cover page, a total value of $4,333,022,572 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,333,022,572 with VALUE read as dollars as filed, 13F file number 028-12627. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AUTODESK INC COM052769106Stock585,235$181,171,200dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock1,204,787$142,176,914dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,036,098$133,045,344dollars as filed
QUANTA SVCS INC74762E102COM333,217$125,982,683dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS731,496$118,312,163dollars as filed
AVANTOR INC COM05352A100Stock8,727,184$117,467,897dollars as filed
XYLEM INC COM98419M100Stock880,936$113,957,881dollars as filed
NVENT ELEC PLC SHSG6700G107Stock1,463,805$107,223,717dollars as filed
FIRST SOLAR INC COM336433107Stock631,690$104,569,963dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock463,674$100,965,014dollars as filed
TETRA TECH INC NEW88162G103COM2,797,934$100,613,707dollars as filed
CARLISLE COS INC COM142339100Stock257,260$96,060,884dollars as filed
REGAL REXNORD CORPORATION758750103COM629,822$91,298,997dollars as filed
Analog Devices,Inc.032654105COM349,855$83,272,487dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock1,203,657$82,354,212dollars as filed
PTC INC COM69370C100Stock476,080$82,047,627dollars as filed
VERALTO CORP COM SHS92338C103Stock801,150$80,876,093dollars as filed
Waste Management, Inc.94106L109COM350,650$80,235,733dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock106,743$78,069,695dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock1,436,644$75,294,513dollars as filed
MARVELL TECHNOLOGY INC573874104COM960,788$74,364,991dollars as filed
Danaher Corporation235851102COM332,551$65,692,125dollars as filed
Thermo Fisher Scientific Inc.883556102COM161,597$65,521,119dollars as filed
WATERS CORP COM941848103Stock185,460$64,732,958dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG1,942,946$63,689,770dollars as filed
CORE & MAIN INC CL A21874C102Stock1,044,695$63,047,343dollars as filed
PENTAIR PLC SHSG7S00T104Stock562,682$57,764,934dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock575,819$54,737,355dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock942,527$51,245,193dollars as filed
ECOLAB INC COM278865100Stock186,680$50,299,059dollars as filed
COMFORT SYS USA INC COM199908104Stock88,278$47,335,546dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock40,006$46,995,848dollars as filed
CLEAN HARBORS INC COM184496107Stock201,545$46,593,173dollars as filed
API GROUP CORP COM STK00187Y100Stock901,190$46,005,750dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock928,730$45,498,483dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock186,950$43,456,528dollars as filed
AECOM COM00766T100Stock379,523$42,832,966dollars as filed
IDEX CORP COM45167R104Stock237,337$41,669,257dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock298,823$41,569,268dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B1,107,900$39,075,633dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock332,563$38,198,186dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock358,910$37,908,075dollars as filed
ITRON INC COM465741106Stock283,672$37,339,745dollars as filed
Texas Instruments Incorporated882508104COM174,084$36,143,320dollars as filed
POWER INTEGRATIONS INC COM739276103Stock645,060$36,058,854dollars as filed
INGERSOLL RAND INC COM45687V106Stock421,928$35,095,971dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock676,296$34,815,718dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock145,400$31,768,446dollars as filed
Qualcomm Incorporated747525103COM187,295$29,828,602dollars as filed
TERADYNE INC COM880770102Stock327,269$29,428,028dollars as filed
EMCOR GROUP INC COM29084Q100Stock52,897$28,294,076dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock542,263$27,362,591dollars as filed
FEDERAL SIGNAL CORP313855108COM245,538$26,130,154dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock146,410$24,694,975dollars as filed
REPUBLIC SVCS INC COM760759100Stock99,130$24,446,449dollars as filed
ALBEMARLE CORP012653101COM387,710$24,297,786dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock42,170$23,903,643dollars as filed
DOVER CORP COM260003108Stock124,802$22,867,470dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR680,710$20,700,392dollars as filed
NVIDIA Corp67066G104COM129,500$20,459,705dollars as filed
ALPHA & OMEGA SEMICONDUCTORG6331P104SHS782,503$20,079,027dollars as filed
SENSIENT TECHNOLOGIES CORP81725T100COM197,071$19,415,435dollars as filed
SMITH A O CORP COM831865209Stock293,637$19,253,778dollars as filed
CINTAS CORP COM172908105Stock82,446$18,374,740dollars as filed
AMER STATES WTR CO COM029899101Stock237,367$18,196,554dollars as filed
VALMONT INDS INC COM920253101Stock54,910$17,931,959dollars as filed
Linde plcG54950103COM36,382$17,069,707dollars as filed
AMBARELLA INCG037AX101SHS253,120$16,722,373dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock67,493$16,595,854dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock296,706$16,013,223dollars as filed
Tesla Motors, Inc88160R101COM48,720$15,476,395dollars as filed
ICF INTL INC44925C103COM175,993$14,908,367dollars as filed
ONTO INNOVATION INC COM683344105Stock131,910$13,313,676dollars as filed
CORNING INC219350105COM248,500$13,068,615dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock105,800$12,971,080dollars as filed
CECO ENVIRONMENTAL CORP125141101COM452,223$12,802,433dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock77,000$12,617,220dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock75,244$12,388,172dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock129,701$12,025,877dollars as filed
INVITATION HOMES INC COM46187W107REIT360,000$11,808,000dollars as filed
SILGAN HLDGS INC827048109COM217,187$11,767,192dollars as filed
RESIDEO TECHNOLOGIES INC COM76118Y104Stock532,021$11,736,383dollars as filed
HUDBAY MINERALS INC COM443628102Stock1,075,000$11,405,750dollars as filed
COHERENT CORP COM19247G107Stock127,000$11,329,670dollars as filed
Medtronic PlcG5960L103COM124,594$10,860,859dollars as filed
SNOWFLAKE INC COM SHS833445109Stock48,000$10,740,960dollars as filed
ALCON AG ORD SHSH01301128Stock116,001$10,240,568dollars as filed
CAVCO INDS INC DEL149568107COM22,700$9,861,561dollars as filed
CELESTICA INC COM15101Q207Stock61,500$9,600,765dollars as filed
ILLINOIS TOOL WKS INC452308109COM38,000$9,395,500dollars as filed
GODADDY INC CL A380237107Stock50,700$9,129,042dollars as filed
Boston Scientific Corporation101137107COM82,082$8,816,428dollars as filed
SYNOPSYS INC COM871607107Stock16,300$8,356,684dollars as filed
HESAI GROUP428050108SPONSORED ADS380,000$8,341,000dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock343,683$8,262,139dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock20,000$8,137,600dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock132,476$7,674,335dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock38,400$7,519,872dollars as filed
ENERGY RECOVERY INC29270J100COM562,689$7,191,165dollars as filed
MAXIMUS INC577933104COM102,139$7,170,158dollars as filed
CVS Health Corporation126650100COM102,582$7,076,106dollars as filed
EMERSON ELEC CO COM291011104Stock52,825$7,043,157dollars as filed
SIMPSON MFG INC829073105COM44,000$6,833,640dollars as filed
UnitedHealth Group Inc91324P102COM20,125$6,278,396dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock20,000$6,163,000dollars as filed
AbbVie,Inc.00287Y109COM32,652$6,060,864dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock78,706$5,788,826dollars as filed
NOMAD FOODS LTD USD ORD SHSG6564A105Stock310,715$5,279,048dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM33,000$5,097,180dollars as filed
PALOMAR HLDGS INC COM69753M105Stock32,500$5,013,125dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A230,000$4,951,900dollars as filed
BATH & BODY WORKS INC COM070830104Stock152,505$4,569,050dollars as filed
DECKERS OUTDOOR CORP243537107COM44,128$4,548,273dollars as filed
VIAVI SOLUTIONS INC925550105COM450,000$4,531,500dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock39,810$3,618,729dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock82,300$3,551,245dollars as filed
Palantir Technologies Inc. Class A69608A108COM23,300$3,176,256dollars as filed
EXPONENT INC30214U102COM30,500$2,278,655dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock29,641$1,542,814dollars as filed
ALLEGRO MICROSYSTEMS INC01749D105COM45,000$1,538,550dollars as filed
ICON PUB LTD CO SHSG4705A100Stock6,357$924,626dollars as filed
SHOALS TECHNOLOGIES GROUP INC CL A82489W107Stock110,000$467,500dollars as filed
COLUMBIA SPORTSWEAR CO198516106COM6,773$413,695dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock1,251$385,758dollars as filed
WILLIAMS SONOMA INC COM969904101Stock1,416$231,332dollars as filed
AVERY DENNISON CORP COM053611109Stock1,271$223,022dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-004655this filing2025-08-07acceptance time not in the bulk data set