Robeco Schweiz Ag Portfolio Stock Holdings
Robeco Schweiz Ag disclosed 126 stock positions valued at approximately $4.7 billion in its latest SEC 13F filing. The largest holdings include VERTIV HOLDINGS CO, QUANTA SVCS INC, and NVENT ELEC PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 126
- Portfolio Value
- $4.7B
Holdings by Sector
Robeco Schweiz Ag Portfolio Holdings in Q1 2026
123 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VERTIV HOLDINGS CO | VRT | Industrials | 3.83% | 722,999 | -150,884 | -17.27% | $181,169,089 |
| QUANTA SVCS INC | PWR | Industrials | 3.75% | 323,329 | +3,268 | +1.02% | $177,514,087 |
| NVENT ELEC PLC | NVT | Other | 3.56% | 1,424,388 | +13,023 | +0.92% | $168,476,613 |
| ARM HOLDINGS PLC | ARM | Technology | 3.22% | 1,007,404 | +344,739 | +52.02% | $152,400,078 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.19% | 214,826 | -185,271 | -46.31% | $150,971,120 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 2.69% | 1,117,545 | +68,487 | +6.53% | $127,377,779 |
| FIRST SOLAR INC | FSLR | Technology | 2.69% | 645,692 | +106,614 | +19.78% | $127,369,204 |
| ANALOG DEVICES INC | ADI | Technology | 2.65% | 393,959 | +88,662 | +29.04% | $125,334,116 |
| AUTODESK INC | ADSK | Technology | 2.60% | 513,027 | +5,747 | +1.13% | $122,818,664 |
| ON SEMICONDUCTOR CORP | ON | Technology | 2.57% | 1,962,299 | +657,110 | +50.35% | $121,505,554 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.52% | 1,202,307 | +279,456 | +30.28% | $119,088,509 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 2.27% | 573,127 | +5,792 | +1.02% | $107,323,762 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 2.20% | 94,993 | -25 | -0.03% | $103,860,596 |
| NEXTPOWER INC | NXT | Technology | 2.19% | 858,168 | -47,142 | -5.21% | $103,452,152 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.97% | 477,006 | +102,877 | +27.50% | $93,173,582 |
| ITRON INC | ITRI | Technology | 1.80% | 951,735 | +529,324 | +125.31% | $85,304,008 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 1.77% | 901,165 | +9,108 | +1.02% | $83,592,066 |
| XYLEM INC | XYL | Industrials | 1.76% | 697,677 | -64,582 | -8.47% | $83,372,402 |
| CARLISLE COS INC | CSL | Industrials | 1.76% | 249,629 | +2,518 | +1.02% | $83,281,227 |
| VERALTO CORP | VLTO | Industrials | 1.59% | 850,298 | +117,287 | +16.00% | $75,183,349 |
| TRANE TECHNOLOGIES PLC | TT | Other | 1.54% | 174,222 | +53,477 | +44.29% | $72,605,276 |
| IDEX CORP | IEX | Industrials | 1.52% | 379,071 | -33,565 | -8.13% | $71,852,908 |
| TETRA TECH INC NEW | TTEK | Industrials | 1.46% | 2,287,250 | -59,854 | -2.55% | $68,891,970 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 1.41% | 1,167,931 | +11,803 | +1.02% | $66,572,067 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.36% | 130,713 | +15,508 | +13.46% | $64,249,361 |
| SUNRUN INC | RUN | Technology | 1.21% | 4,222,937 | +1,276,161 | +43.31% | $57,263,026 |
| DANAHER CORP DEL | DHR | Healthcare | 1.15% | 287,881 | +18,553 | +6.89% | $54,582,238 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1.15% | 232,708 | -17,866 | -7.13% | $54,281,468 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 1.13% | 1,342,029 | +13,558 | +1.02% | $53,453,015 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 1.06% | 616,488 | -68,712 | -10.03% | $49,898,539 |
| ECOLAB INC | ECL | Basic Materials | 1.05% | 186,208 | -44,851 | -19.41% | $49,535,052 |
| EMCOR GROUP INC | EME | Industrials | 1.00% | 64,260 | +19,034 | +42.09% | $47,443,801 |
| POWER INTEGRATIONS INC | POWI | Technology | 0.94% | 870,170 | +242,696 | +38.68% | $44,552,704 |
| COMFORT SYS USA INC | FIX | Industrials | 0.92% | 31,474 | -1,201 | -3.68% | $43,402,331 |
| WATERS CORP | WAT | Healthcare | 0.91% | 144,872 | +12,779 | +9.67% | $43,142,882 |
| API GROUP CORP | APG | Industrials | 0.90% | 1,048,034 | -353,236 | -25.21% | $42,466,338 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.89% | 308,404 | -55,906 | -15.35% | $42,291,441 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.87% | 155,022 | +5,320 | +3.55% | $41,130,437 |
| TERADYNE INC | TER | Technology | 0.85% | 135,736 | -109,233 | -44.59% | $40,240,294 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.84% | 1,052,075 | +1,052,075 | +100.00% | $39,778,956 |
| WASTE MGMT INC DEL | WM | Industrials | 0.83% | 170,778 | -138,534 | -44.79% | $39,243,076 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.82% | 303,330 | +34,776 | +12.95% | $38,607,842 |
| CORE & MAIN INC | CNM | Industrials | 0.79% | 760,784 | -57,760 | -7.06% | $37,582,730 |
| CORNING INC | GLW | Technology | 0.75% | 262,500 | +92,000 | +53.96% | $35,692,125 |
| BLOOM ENERGY CORP | BE | Industrials | 0.75% | 261,101 | +261,101 | +100.00% | $35,376,574 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.74% | 194,912 | -131,368 | -40.26% | $34,992,551 |
| AVANTOR INC | AVTR | Healthcare | 0.69% | 4,189,536 | -3,091,425 | -42.46% | $32,845,962 |
| AECOM | ACM | Industrials | 0.67% | 371,937 | -8,867 | -2.33% | $31,547,697 |
| COHERENT CORP | COHR | Technology | 0.58% | 114,400 | +56,900 | +98.96% | $27,251,224 |
| DOVER CORP | DOV | Industrials | 0.57% | 130,162 | -27,793 | -17.60% | $27,132,269 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.56% | 74,801 | +11,341 | +17.87% | $26,469,081 |
| CINTAS CORP | CTAS | Industrials | 0.55% | 154,706 | -557 | -0.36% | $26,166,973 |
| FEDERAL SIGNAL CORP | FSS | Industrials | 0.55% | 241,407 | +47,197 | +24.30% | $26,105,753 |
| PENTAIR PLC | G7S00T104 | Other | 0.54% | 293,136 | -126,629 | -30.17% | $25,535,077 |
| FORTUNE BRANDS INNOVATIONS I | FBIN | Industrials | 0.53% | 646,689 | -18,905 | -2.84% | $25,201,470 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 0.53% | 183,446 | -76,711 | -29.49% | $24,965,166 |
| TEXAS INSTRS INC | TXN | Technology | 0.51% | 124,027 | -8,857 | -6.67% | $24,078,602 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 0.51% | 577,003 | -101,858 | -15.00% | $24,072,565 |
| ONTO INNOVATION INC | ONTO | Technology | 0.50% | 114,700 | -25,300 | -18.07% | $23,521,529 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 129,500 | - | - | $22,584,800 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.47% | 78,500 | -8,100 | -9.35% | $22,166,045 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 0.46% | 660,000 | +65,000 | +10.92% | $21,964,800 |
| LINDE PLC | LIN | Other | 0.46% | 43,818 | +6,490 | +17.39% | $21,723,212 |
| BADGER METER INC | BMI | Technology | 0.46% | 141,393 | +2,171 | +1.56% | $21,541,223 |
| CENCORA INC | COR | Healthcare | 0.45% | 68,000 | +46,300 | +213.36% | $21,361,520 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 0.45% | 16,914 | -6,234 | -26.93% | $21,331,937 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.44% | 106,251 | -7,594 | -6.67% | $20,916,572 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 0.40% | 901,000 | -254,000 | -21.99% | $18,830,900 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 0.39% | 63,032 | -3,000 | -4.54% | $18,297,559 |
| STMICROELECTRONICS N V | STM | Technology | 0.39% | 528,398 | -37,732 | -6.66% | $18,256,151 |
| TE CONNECTIVITY PLC | TEL | Other | 0.38% | 85,737 | -60,623 | -41.42% | $17,920,747 |
| SMITH A O CORP | AOS | Industrials | 0.38% | 269,170 | -300 | -0.11% | $17,749,070 |
| QUALCOMM INC | QCOM | Technology | 0.37% | 137,521 | -9,874 | -6.70% | $17,709,955 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.36% | 76,822 | +27,622 | +56.14% | $16,825,554 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 44,430 | +5,075 | +12.90% | $16,516,853 |
| HESAI GROUP | HSAI | Consumer Cyclical | 0.34% | 840,385 | -339,115 | -28.75% | $16,068,161 |
| SYNOPSYS INC | SNPS | Technology | 0.34% | 40,500 | +11,300 | +38.70% | $16,057,440 |
| SNOWFLAKE INC | SNOW | Technology | 0.31% | 97,500 | +43,300 | +79.89% | $14,704,950 |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 0.30% | 71,713 | +71,713 | +100.00% | $14,338,297 |
| CAVCO INDS INC DEL | CVCO | Consumer Cyclical | 0.30% | 29,200 | +3,200 | +12.31% | $14,141,268 |
| BROADCOM INC | AVGO | Technology | 0.29% | 43,700 | +26,700 | +157.06% | $13,525,587 |
| VALMONT INDS INC | VMI | Industrials | 0.28% | 33,240 | -231 | -0.69% | $13,281,706 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.27% | 26,540 | +7,996 | +43.12% | $12,869,511 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.27% | 165,000 | +74,681 | +82.69% | $12,726,450 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 0.25% | 198,743 | +67,527 | +51.46% | $11,841,108 |
| ICF INTL INC | ICFI | Industrials | 0.24% | 176,188 | - | - | $11,503,315 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.24% | 40,000 | +20,000 | +100.00% | $11,114,800 |
| XPENG INC | XPEV | Consumer Cyclical | 0.22% | 621,565 | -44,435 | -6.67% | $10,634,977 |
| MKS INC. | MKSI | Technology | 0.22% | 45,600 | -7,030 | -13.36% | $10,479,336 |
| SENSIENT TECHNOLOGIES CORP | SXT | Basic Materials | 0.22% | 120,818 | -25,805 | -17.60% | $10,443,508 |
| PTC INC | PTC | Technology | 0.22% | 71,443 | -299,902 | -80.76% | $10,179,913 |
| BENTLEY SYS INC | BSY | Technology | 0.21% | 288,537 | - | - | $10,133,419 |
| COMMERCIAL METALS CO | CMC | Basic Materials | 0.21% | 164,500 | +164,500 | +100.00% | $10,105,235 |
| OSI SYSTEMS INC | OSIS | Technology | 0.20% | 36,500 | +5,953 | +19.49% | $9,691,115 |
| MUELLER WTR PRODS INC | MWA | Industrials | 0.20% | 348,669 | -16,000 | -4.39% | $9,584,911 |
| WESCO INTL INC | WCC | Industrials | 0.20% | 35,000 | -34,300 | -49.49% | $9,576,700 |
| SIMPSON MFG INC | SSD | Basic Materials | 0.16% | 44,000 | - | - | $7,551,280 |
| AZZ INC | AZZ | Industrials | 0.15% | 56,600 | - | - | $7,082,358 |
| EMERSON ELEC CO | EMR | Industrials | 0.15% | 52,825 | - | - | $6,921,132 |
| INGERSOLL RAND INC | IR | Industrials | 0.13% | 77,900 | -252,973 | -76.46% | $6,241,348 |