Arkolith/Funds/Robeco Schweiz AG

Robeco Schweiz AG

CIK: 1418427Q1 2026
Active Filer
Portfolio Value
$4.7B
Positions
141
New Buys
12
15 sold
Changes
48 ↑ / 59 ↓

Top HoldingsQ1 2026

141 total positions
#SecurityValueShares% PortChangeΔ Shares
1VERTIV HOLDINGS CO
COM CL A
$181.2M723.0K3.8%
REDUCED
-150,884
2QUANTA SVCS INC
COM
$177.5M323.3K3.8%
ADDED
+3.3K
3
NVENT ELEC PLC
SHS
$168.5M1.42M3.6%
ADDED
+13.0K
4ARM HOLDINGS PLC
SPONSORED ADS
$152.4M1.01M3.2%
ADDED
+344.7K
5LUMENTUM HLDGS INC
COM
$151.0M214.8K3.2%
REDUCED
-185,271
6AGILENT TECHNOLOGIES INC
COM
$127.4M1.12M2.7%
ADDED
+68.5K
7FIRST SOLAR INC
COM
$127.4M645.7K2.7%
ADDED
+106.6K
8ANALOG DEVICES INC
COM
$125.3M394.0K2.7%
ADDED
+88.7K
9AUTODESK INC
COM
$122.8M513.0K2.6%
ADDED
+5.7K
10ON SEMICONDUCTOR CORP
COM
$121.5M1.96M2.6%
ADDED
+657.1K
11MARVELL TECHNOLOGY INC
COM
$119.1M1.20M2.5%
ADDED
+279.5K
12REGAL REXNORD CORPORATION
COM
$107.3M573.1K2.3%
ADDED
+5.8K
13MONOLITHIC PWR SYS INC
COM
$103.9M95.0K2.2%
REDUCED
-25
14NEXTPOWER INC
CLASS A COM
$103.5M858.2K2.2%
REDUCED
-47,142
15GENERAC HLDGS INC
COM
$93.2M477.0K2.0%
ADDED
+102.9K
16ITRON INC
COM
$85.3M951.7K1.8%
ADDED
+529.3K
17LATTICE SEMICONDUCTOR CORP
COM
$83.6M901.2K1.8%
ADDED
+9.1K
18XYLEM INC
COM
$83.4M697.7K1.8%
REDUCED
-64,582
19CARLISLE COS INC
COM
$83.3M249.6K1.8%
ADDED
+2.5K
20VERALTO CORP
COM SHS
$75.2M850.3K1.6%
ADDED
+117.3K
21
TRANE TECHNOLOGIES PLC
SHS
$72.6M174.2K1.5%
ADDED
+53.5K
22IDEX CORP
COM
$71.9M379.1K1.5%
REDUCED
-33,565
23TETRA TECH INC NEW
COM
$68.9M2.29M1.5%
REDUCED
-59,854
24PROCORE TECHNOLOGIES INC
COM
$66.6M1.17M1.4%
ADDED
+11.8K
25THERMO FISHER SCIENTIFIC INC
COM
$64.2M130.7K1.4%
ADDED
+15.5K
Showing top 25 of 141 positions

Filing History

Q1 2026126 pos
$4.7B
Q4 2025129 pos
$4.5B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 7, 2026