Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Robeco Schweiz AG (CIK 1418427) reported $4.73B across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRT ($181.2M, 3.83%), PWR ($177.5M, 3.75%), NVT ($168.5M, 3.56%), ARM ($152.4M, 3.22%), LITE ($151.0M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $181.2M | 3.83% | 722,999 | Trimmed |
| 2 | PWR | QUANTA SVCS INC | $177.5M | 3.75% | 323,329 | Added |
| 3 | NVT | NVENT ELEC PLC | $168.5M | 3.56% | 1.4M | Added |
| 4 | ARM | ARM HOLDINGS PLC | $152.4M | 3.22% | 1.0M | Added |
| 5 | LITE | LUMENTUM HLDGS INC | $151.0M | 3.19% | 214,826 | Trimmed |
| 6 | A | AGILENT TECHNOLOGIES INC | $127.4M | 2.69% | 1.1M | Added |
| 7 | FSLR | FIRST SOLAR INC | $127.4M | 2.69% | 645,692 | Added |
| 8 | ADI | ANALOG DEVICES INC | $125.3M | 2.65% | 393,959 | Added |
| 9 | ADSK | AUTODESK INC | $122.8M | 2.60% | 513,027 | Added |
| 10 | ON | ON SEMICONDUCTOR CORP | $121.5M | 2.57% | 2.0M | Added |
| 11 | MRVL | MARVELL TECHNOLOGY INC | $119.1M | 2.52% | 1.2M | Added |
| 12 | RRX | REGAL REXNORD CORPORATION | $107.3M | 2.27% | 573,127 | Added |
| 13 | MPWR | MONOLITHIC PWR SYS INC | $103.9M | 2.20% | 94,993 | Trimmed |
| 14 | NXT | NEXTPOWER INC | $103.5M | 2.19% | 858,168 | Trimmed |
| 15 | GNRC | GENERAC HLDGS INC | $93.2M | 1.97% | 477,006 | Added |
| 16 | ITRI | ITRON INC | $85.3M | 1.80% | 951,735 | Added |
| 17 | LSCC | LATTICE SEMICONDUCTOR CORP | $83.6M | 1.77% | 901,165 | Added |
| 18 | XYL | XYLEM INC | $83.4M | 1.76% | 697,677 | Trimmed |
| 19 | CSL | CARLISLE COS INC | $83.3M | 1.76% | 249,629 | Added |
| 20 | VLTO | VERALTO CORP | $75.2M | 1.59% | 850,298 | Added |
| 21 | TT | TRANE TECHNOLOGIES PLC | $72.6M | 1.54% | 174,222 | Added |
| 22 | IEX | IDEX CORP | $71.9M | 1.52% | 379,071 | Trimmed |
| 23 | TTEK | TETRA TECH INC NEW | $68.9M | 1.46% | 2.3M | Trimmed |
| 24 | PCOR | PROCORE TECHNOLOGIES INC | $66.6M | 1.41% | 1.2M | Added |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $64.2M | 1.36% | 130,713 | Added |
Source: SEC Form 13F filings · as of 2026-03-31