Robeco Schweiz Ag Top Holdings and 13F Report (2024) → Biden FINISHED On June 13th? (From Paradigm Press) (Ad) About Robeco Schweiz AgInvestment ActivityRobeco Schweiz Ag has $5.73 billion in total holdings as of March 31, 2024.Robeco Schweiz Ag owns shares of 120 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 4.10% of the portfolio was purchased this quarter.About 17.89% of the portfolio was sold this quarter.This quarter, Robeco Schweiz Ag has purchased 119 new stocks and bought additional shares in 18 stocks.Robeco Schweiz Ag sold shares of 76 stocks and completely divested from 7 stocks this quarter.Largest Holdings Agilent Technologies $170,360,052PTC $166,654,527ARM HOLDINGS PLC $160,882,128Quanta Services $155,880,000Monolithic Power Systems $153,040,695 Largest New Holdings this Quarter Trane Technologies $29,119,400 HoldingARCADIUM LITHIUM PLC $16,041,565 HoldingSprouts Farmers Market $6,781,813 HoldingDell Technologies $3,993,850 HoldingCECO Environmental $2,738,229 Holding Largest Purchases this Quarter Ferguson 222,316 shares (about $48.56M)Trane Technologies 97,000 shares (about $29.12M)nVent Electric 243,600 shares (about $18.37M)Procore Technologies 215,000 shares (about $17.67M)ARCADIUM LITHIUM PLC 3,721,941 shares (about $16.04M) Largest Sales this Quarter ARM HOLDINGS PLC 842,840 shares (about $105.35M)Vertiv 1,056,300 shares (about $86.27M)SolarEdge Technologies 538,000 shares (about $38.19M)PTC 196,850 shares (about $37.19M)Marvell Technology 480,000 shares (about $34.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRobeco Schweiz Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAgilent Technologies$170,360,052$18,584,101 ▼-9.8%1,170,7793.0%Computer and TechnologyPTCPTC$166,654,527$37,192,839 ▼-18.2%882,0502.9%Computer and TechnologyARM HOLDINGS PLC$160,882,128$105,346,571 ▼-39.6%1,287,1602.8%SPONSORED ADRPWRQuanta Services$155,880,000$26,369,700 ▼-14.5%600,0002.7%ConstructionMPWRMonolithic Power Systems$153,040,695$16,566,306 ▼-9.8%225,9172.7%Computer and TechnologyXYLXylem$152,531,504$28,251,089 ▼-15.6%1,180,2192.7%Industrial ProductsADSKAutodesk$151,127,456$1,600,541 ▼-1.0%580,3222.6%Computer and TechnologyRRXRegal Rexnord$148,883,267$18,609,733 ▼-11.1%826,6702.6%Industrial ProductsCSLCarlisle Companies$148,511,150$18,808,800 ▼-11.2%379,0002.6%Multi-Sector ConglomeratesAVTRAvantor$146,241,683$18,011,636 ▼-11.0%5,719,2682.6%MedicalALBAlbemarle$143,654,565$9,215,872 ▲6.9%1,090,4402.5%Basic MaterialsVERALTO CORP$141,893,769$15,027,427 ▼-9.6%1,600,4262.5%COM SHSVRTVertiv$141,860,790$86,268,021 ▼-37.8%1,737,0002.5%Computer and TechnologyONOnsemi$131,247,033$17,718,195 ▼-11.9%1,784,4602.3%Computer and TechnologyNVTnVent Electric$124,734,220$18,367,440 ▲17.3%1,654,3002.2%Computer and TechnologyMRVLMarvell Technology$124,677,920$34,022,400 ▼-21.4%1,759,0002.2%Business ServicesFERGFerguson$118,458,084$48,560,484 ▲69.5%542,3162.1%Industrial ProductsPNRPentair$109,170,362$11,607,451 ▼-9.6%1,277,7431.9%Industrial ProductsLSCCLattice Semiconductor$106,079,880$13,267,808 ▼-11.1%1,356,0001.9%Computer and TechnologyFSLRFirst Solar$96,047,200$12,660,000 ▼-11.6%569,0001.7%Oils/EnergyPCORProcore Technologies$89,976,150$17,666,550 ▲24.4%1,095,0001.6%Business ServicesECLEcolab$89,442,579$6,754,749 ▼-7.0%387,3651.6%Basic MaterialsTMOThermo Fisher Scientific$87,669,135$31,439,392 ▼-26.4%150,8391.5%MedicalAOSA. O. Smith$84,970,271$5,852,294 ▼-6.4%949,8131.5%Industrial ProductsWATWaters$84,310,188$26,718,444 ▼-24.1%244,9241.5%MedicalAWKAmerican Water Works$78,242,142$12,728,783 ▲19.4%640,2271.4%UtilitiesACMAECOM$73,385,418$3,801,090 ▼-4.9%748,2201.3%ConstructionMTDMettler-Toledo International$69,330,921$4,453,165 ▼-6.0%52,0781.2%Computer and TechnologySQMSociedad Química y Minera de Chile$69,200,074$13,125,966 ▲23.4%1,407,6501.2%Basic MaterialsCTASCintas$67,148,938$4,868,295 ▼-6.8%97,7381.2%Industrial ProductsDOVDover$66,052,357$6,928,129 ▼-9.5%372,7771.2%Industrial ProductsCNMCore & Main$65,784,200$23,089,154 ▼-26.0%1,149,0691.1%Business ServicesIEXIDEX$63,548,420$3,807,444 ▼-5.7%260,4231.1%Industrial ProductsCLHClean Harbors$61,911,884$7,886,722 ▲14.6%307,5451.1%Business ServicesTERTeradyne$60,955,730$11,996,085 ▼-16.4%540,2441.1%Computer and TechnologyRUNSunrun$60,776,934$11,545,680 ▲23.5%4,611,3001.1%Oils/EnergyFBINFortune Brands Innovations$60,703,056$4,622,559 ▼-7.1%716,9371.1%Retail/WholesalePOWIPower Integrations$60,437,570$7,929,529 ▼-11.6%844,6901.1%Computer and TechnologyITRIItron$59,318,273$8,332,351 ▼-12.3%641,1401.0%Computer and TechnologyDHRDanaher$56,116,579$14,098,941 ▼-20.1%224,7181.0%Multi-Sector ConglomeratesTTEKTetra Tech$55,300,142$11,581,132 ▲26.5%299,3891.0%Industrial ProductsSRCLStericycle$51,171,615$7,700,445 ▲17.7%970,0780.9%Business ServicesNXPINXP Semiconductors$49,973,970$5,232,902 ▼-9.5%201,6950.9%Computer and TechnologyADIAnalog Devices$48,111,429$11,169,201 ▼-18.8%243,2450.8%Computer and TechnologyBLDTopBuild$46,906,894$16,073,423 ▼-25.5%106,4300.8%ConstructionMASMasco$46,067,892$1,331,494 ▼-2.8%584,0250.8%ConstructionFELEFranklin Electric$44,732,669$5,975,058 ▼-11.8%418,8060.8%Industrial ProductsQCOMQUALCOMM$44,234,366$4,148,697 ▼-8.6%261,2780.8%Computer and TechnologyTELTE Connectivity$43,350,510$4,287,485 ▼-9.0%298,4750.8%Computer and TechnologyONTOOnto Innovation$41,999,695$28,983,665 ▼-40.8%231,9400.7%Computer and TechnologyOCOwens Corning$41,628,276$12,581,724 ▼-23.2%249,5700.7%ConstructionLITELumentum$39,916,050$8,759,750 ▲28.1%843,0000.7%Computer and TechnologyTXNTexas Instruments$39,502,815$4,555,592 ▼-10.3%226,7540.7%Computer and TechnologyAITApplied Industrial Technologies$39,233,035$2,364,674 ▲6.4%198,5980.7%Industrial ProductsTSLATesla$38,509,436$1,712,195 ▼-4.3%219,0650.7%Auto/Tires/TrucksARRYArray Technologies$38,035,410$5,203,590 ▼-12.0%2,551,0000.7%Oils/EnergyANSSANSYS$37,862,658$23,478,083 ▼-38.3%109,0640.7%Computer and TechnologySTMSTMicroelectronics$37,828,730$2,323,069 ▼-5.8%874,8550.7%Computer and TechnologyVMIValmont Industries$33,073,434$1,363,745 ▼-4.0%144,8810.6%Industrial ProductsROPRoper Technologies$32,779,415$1,548,479 ▼-4.5%58,4470.6%Computer and TechnologyIRIngersoll Rand$32,396,655$3,965,967 ▼-10.9%341,1970.6%Industrial ProductsAGRAvangrid$32,030,760$2,004,200 ▼-5.9%879,0000.6%UtilitiesTTTrane Technologies$29,119,400$29,119,400 ▲New Holding97,0000.5%Business ServicesFSSFederal Signal$28,777,041$2,949,657 ▼-9.3%339,0720.5%Multi-Sector ConglomeratesOLEDUniversal Display$26,547,720$2,055,090 ▼-7.2%157,6000.5%Computer and TechnologyLINDE PLC$25,666,681$5,279,783 ▼-17.1%55,2780.4%SHSLKQLKQ$22,848,798$9,784,712 ▼-30.0%427,8000.4%Auto/Tires/TrucksAWRAmerican States Water$22,523,637$1,079,193 ▼-4.6%311,7890.4%UtilitiesREZIResideo Technologies$21,980,927$1,236,844 ▼-5.3%980,4160.4%Industrial ProductsSPXCSPX Technologies$21,745,989$2,153,297 ▼-9.0%176,6100.4%Business ServicesCOCA-COLA EUROPACIFIC PARTNE$21,311,877$4,119,496 ▼-16.2%304,6730.4%SHSBSYBentley Systems$20,562,617$994,373 ▼-4.6%393,7690.4%Computer and TechnologyICFIICF International$20,224,488$1,002,744 ▼-4.7%134,2660.4%Business ServicesAMPSAltus Power$19,120,0000.0%4,000,0000.3%Oils/EnergyAMBAAmbarella$17,587,997$1,123,540 ▼-6.0%346,4250.3%Computer and TechnologyXPEVXPeng$17,091,763$851,251 ▼-4.7%2,225,4900.3%Auto/Tires/TrucksBSXBoston Scientific$16,223,158$2,166,955 ▼-11.8%236,8690.3%MedicalARCADIUM LITHIUM PLC$16,041,565$16,041,565 ▲New Holding3,721,9410.3%COM SHSLNNLindsay$15,852,214$371,217 ▼-2.3%134,7290.3%Industrial ProductsWTSWatts Water Technologies$14,319,494$3,914,321 ▼-21.5%67,3700.2%Computer and TechnologyALCAlcon$12,338,4970.0%148,1390.2%MedicalNVDANVIDIA$12,198,0600.0%13,5000.2%Computer and TechnologyUNHUnitedHealth Group$11,363,7540.0%22,9710.2%MedicalNOMDNomad Foods$11,299,910$7,824 ▲0.1%577,7050.2%Consumer StaplesGLWCorning$10,985,568$6,186,592 ▼-36.0%333,3000.2%Computer and TechnologyCVSCVS Health$10,210,875$4,546,320 ▼-30.8%128,0200.2%Retail/WholesaleERIIEnergy Recovery$9,762,4670.0%618,2690.2%Industrial ProductsDECKDeckers Outdoor$9,637,561$9,375,891 ▼-49.3%10,2390.2%Retail/WholesaleBRBRBellRing Brands$9,477,326$2,371,353 ▼-20.0%160,5510.2%MedicalMMSMaximus$9,179,5830.0%109,4110.2%Business ServicesMDTMedtronic$8,695,391$800,298 ▼-8.4%99,7750.2%MedicalIFFInternational Flavors & Fragrances$8,516,6220.0%99,0420.1%Consumer StaplesBBWIBath & Body Works$8,171,3670.0%163,3620.1%Retail/WholesaleCVCOCavco Industries$7,183,0800.0%18,0000.1%ConstructionSXTSensient Technologies$6,952,903$529,303 ▲8.2%100,4900.1%Basic MaterialsSFMSprouts Farmers Market$6,781,813$6,781,813 ▲New Holding105,1770.1%Retail/WholesaleAVGOBroadcom$6,627,0500.0%5,0000.1%Computer and TechnologyRSGRepublic Services$6,604,6800.0%34,5000.1%Business ServicesSLGNSilgan$6,517,3830.0%134,2130.1%Industrial ProductsLEALear$6,200,864$550,544 ▲9.7%42,8000.1%Auto/Tires/TrucksShowing largest 100 holdings. 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