Robeco Schweiz Ag Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Robeco Schweiz Ag disclosed 135 stock positions valued at approximately $5.55B as of quarter-end September 30, 2026. The largest holdings include ARM HOLDINGS PLC, NVENT ELEC PLC, and MARVELL TECHNOLOGY INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 135
- Portfolio Value
- $5.55B
Holdings by Sector
Robeco Schweiz Ag Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARM HOLDINGS PLC | ARM | Technology | 4.06% | 777,229 | -50,137 | -6.06% | $225,132,152 |
| NVENT ELEC PLC | NVT | Industrials | 4.04% | 1,399,162 | -50,859 | -3.51% | $224,383,610 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 3.97% | 834,248 | -126,458 | -13.16% | $220,416,664 |
| QUANTA SVCS INC | PWR | Industrials | 3.78% | 326,135 | -314 | -0.10% | $209,544,999 |
| ANALOG DEVICES INC | ADI | Technology | 3.57% | 499,100 | -28,412 | -5.39% | $197,997,962 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.07% | 175,239 | -8,871 | -4.82% | $170,202,631 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.90% | 666,809 | +28,889 | +4.53% | $160,907,679 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 2.89% | 931,998 | -75,587 | -7.50% | $160,592,576 |
| NEXTPOWER INC | NXT | Technology | 2.42% | 1,721,087 | +855,460 | +98.83% | $134,124,310 |
| ON SEMICONDUCTOR CORP | ON | Technology | 2.30% | 1,658,310 | -63,746 | -3.70% | $127,474,289 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 2.16% | 89,007 | -7,026 | -7.32% | $119,912,011 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 1.98% | 874,292 | -35,570 | -3.91% | $109,828,561 |
| FIRST SOLAR INC | FSLR | Technology | 1.98% | 626,438 | -25,485 | -3.91% | $109,726,880 |
| AUTODESK INC | ADSK | Technology | 1.97% | 524,042 | +11,162 | +2.18% | $109,524,778 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 1.90% | 678,280 | -27,593 | -3.91% | $105,208,011 |
| BLOOM ENERGY CORP | BE | Industrials | 1.86% | 371,725 | +55,088 | +17.40% | $102,960,390 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.73% | 462,782 | -18,827 | -3.91% | $95,772,734 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.71% | 140,737 | -50,196 | -26.29% | $95,004,512 |
| ITRON INC | ITRI | Technology | 1.60% | 1,029,717 | -24,082 | -2.29% | $88,905,766 |
| VERALTO CORP | VLTO | Industrials | 1.45% | 851,536 | -30,633 | -3.47% | $80,316,876 |
| CARLISLE COS INC | CSL | Industrials | 1.41% | 242,195 | -9,847 | -3.91% | $78,027,963 |
| TETRA TECH INC NEW | TTEK | Industrials | 1.38% | 2,321,543 | -777,707 | -25.09% | $76,494,842 |
| TRANE TECHNOLOGIES PLC | TT | Industrials | 1.38% | 169,032 | -6,872 | -3.91% | $76,399,083 |
| XYLEM INC | XYL | Industrials | 1.36% | 742,622 | -70,829 | -8.71% | $75,205,330 |
| POWER INTEGRATIONS INC | POWI | Technology | 1.20% | 1,288,004 | -52,400 | -3.91% | $66,718,607 |
| ENPHASE ENERGY INC | ENPH | Technology | 1.18% | 1,981,141 | -80,604 | -3.91% | $65,357,842 |
| DANAHER CORP DEL | DHR | Healthcare | 1.10% | 275,980 | -33,704 | -10.88% | $61,143,369 |
| SOLV ENERGY INC | MWH | Utilities | 1.10% | 2,538,139 | -103,266 | -3.91% | $60,966,099 |
| ECOLAB INC | ECL | Basic Materials | 1.09% | 220,008 | +3,034 | +1.40% | $60,409,796 |
| TIMKEN CO | TKR | Industrials | 1.09% | 516,703 | +281,513 | +119.70% | $60,325,076 |
Showing 30 of 135 holdings in the latest reporting period.