Robeco Schweiz Ag Top Holdings and 13F Report (2024) About Robeco Schweiz AgInvestment ActivityRobeco Schweiz Ag has $5.34 billion in total holdings as of September 30, 2024.Robeco Schweiz Ag owns shares of 120 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 8.77% of the portfolio was purchased this quarter.About 11.50% of the portfolio was sold this quarter.This quarter, Robeco Schweiz Ag has purchased 122 new stocks and bought additional shares in 32 stocks.Robeco Schweiz Ag sold shares of 60 stocks and completely divested from 9 stocks this quarter.Largest Holdings Autodesk $185,516,496Avantor $174,977,980Agilent Technologies $168,949,305Carlisle Companies $166,632,375Quanta Services $163,445,830 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $103,312,198 HoldingAdvanced Drainage Systems $33,860,436 HoldingTE CONNECTIVITY PLC $27,209,908 HoldingIPG Photonics $15,740,530 HoldingExponent $864,600 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 520,281 shares (about $103.31M)Tetra Tech 1,614,843 shares (about $76.16M)Core & Main 1,211,216 shares (about $53.78M)Advanced Drainage Systems 215,452 shares (about $33.86M)Cintas 153,181 shares (about $31.54M) Largest Sales this Quarter A. O. Smith 583,584 shares (about $52.42M)VERALTO CORP 324,467 shares (about $36.29M)Sunrun 1,494,200 shares (about $26.99M)Dover 106,479 shares (about $20.42M)Ingersoll Rand 180,125 shares (about $17.68M) 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 PortfolioSectorADSKAutodesk$185,516,496$7,986,992 ▼-4.1%673,4303.5%Computer and TechnologyAVTRAvantor$174,977,980$19,577,278 ▲12.6%6,763,7413.3%MedicalAAgilent Technologies$168,949,305$6,219,530 ▲3.8%1,137,8593.2%Computer and TechnologyCSLCarlisle Companies$166,632,375$2,698,500 ▼-1.6%370,5003.1%Multi-Sector ConglomeratesPWRQuanta Services$163,445,830$12,641,560 ▼-7.2%548,2003.1%ConstructionARM HOLDINGS PLC$150,876,980$16,017,120 ▼-9.6%1,055,0102.8%SPONSORED ADSVRTVertiv$145,633,462$4,317,866 ▲3.1%1,463,8002.7%Computer and TechnologyXYLXylem$139,576,460$18,756,612 ▲15.5%1,033,6702.6%Business ServicesNVTnVent Electric$130,283,118$14,494,638 ▲12.5%1,854,3002.4%Computer and TechnologyMPWRMonolithic Power Systems$129,260,818$2,246,535 ▼-1.7%139,8172.4%Computer and TechnologyFSLRFirst Solar$123,772,128$2,369,680 ▼-1.9%496,2002.3%Oils/EnergyPTCPTC$123,219,153$6,756,684 ▼-5.2%682,0502.3%Computer and TechnologyRRXRegal Rexnord$122,651,175$9,973,203 ▼-7.5%739,3972.3%Industrial ProductsMRVLMarvell Technology$122,524,668$2,170,812 ▼-1.7%1,698,9002.3%Computer and TechnologyCNMCore & Main$115,677,140$53,777,990 ▲86.9%2,605,3412.2%Industrial ProductsVERALTO CORP$109,371,562$36,294,878 ▼-24.9%977,7542.0%COM SHSPNRPentair$108,607,139$8,933,605 ▼-7.6%1,110,6162.0%Business ServicesADIAnalog Devices$103,602,969$4,575,780 ▼-4.2%450,1151.9%Computer and TechnologyFERGUSON ENTERPRISES INC$103,312,198$103,312,198 ▲New Holding520,2811.9%COMMON STOCK NEWALBAlbemarle$97,002,455$3,466,386 ▼-3.5%1,024,2051.8%Basic MaterialsTMOThermo Fisher Scientific$95,656,902$6,930,458 ▲7.8%154,6421.8%MedicalTTEKTetra Tech$91,346,279$76,155,996 ▲501.3%1,936,9441.7%Industrial ProductsAWKAmerican Water Works$91,305,090$15,266,432 ▼-14.3%624,3511.7%UtilitiesECLEcolab$87,458,951$7,591,982 ▼-8.0%342,5331.6%Basic MaterialsPCORProcore Technologies$81,161,8000.0%1,315,0001.5%Business ServicesWATWaters$79,127,215$759,008 ▼-1.0%219,8651.5%MedicalONOnsemi$76,695,039$3,165,796 ▼-4.0%1,056,2601.4%Computer and TechnologyCLHClean Harbors$74,323,408$1,028,476 ▼-1.4%307,4901.4%Business ServicesIEXIDEX$72,326,612$22,094 ▼0.0%337,1871.4%Industrial ProductsLSCCLattice Semiconductor$69,983,409$1,979,511 ▼-2.8%1,318,7001.3%Computer and TechnologyDHRDanaher$68,459,923$254,944 ▲0.4%246,2411.3%Multi-Sector ConglomeratesACMAECOM$66,518,789$645,438 ▼-1.0%644,1251.2%ConstructionFBINFortune Brands Innovations$65,676,433$15,488,959 ▼-19.1%733,5691.2%Retail/WholesaleRUNSunrun$56,294,826$26,985,252 ▼-32.4%3,117,1001.1%Oils/EnergyLITELumentum$53,429,3400.0%843,0001.0%Computer and TechnologyTSLATesla$52,921,208$8,683,500 ▼-14.1%202,2751.0%Auto/Tires/TrucksSQMSociedad Química y Minera de Chile$52,016,765$4,340,847 ▼-7.7%1,248,0031.0%Basic MaterialsTERTeradyne$50,245,714$4,836,212 ▼-8.8%375,1640.9%Computer and TechnologyPOWIPower Integrations$45,204,600$4,208,196 ▼-8.5%705,0000.8%Computer and TechnologyCTASCintas$42,865,040$31,536,905 ▲278.4%208,2040.8%Industrial ProductsAPGAPi Group$37,765,965$11,788,008 ▲45.4%1,143,7300.7%Business ServicesMTDMettler-Toledo International$37,543,490$749,850 ▲2.0%25,0340.7%Computer and TechnologyROPRoper Technologies$36,952,624$1,147,936 ▼-3.0%66,4090.7%Computer and TechnologyAITApplied Industrial Technologies$35,736,501$2,864,543 ▼-7.4%160,1600.7%Industrial ProductsONTOOnto Innovation$35,438,794$3,736,080 ▼-9.5%170,7400.7%Computer and TechnologyDOVDover$35,240,278$20,416,283 ▼-36.7%183,7920.7%Industrial ProductsTXNTexas Instruments$34,801,674$3,303,054 ▼-8.7%168,4740.7%Computer and TechnologyNXPINXP Semiconductors$34,345,431$7,387,508 ▼-17.7%143,1000.6%Computer and TechnologyENPHEnphase Energy$34,278,966$1,141,502 ▼-3.2%303,3000.6%Oils/EnergyWMSAdvanced Drainage Systems$33,860,436$33,860,436 ▲New Holding215,4520.6%ConstructionIRIngersoll Rand$33,496,118$17,681,070 ▼-34.5%341,2400.6%Industrial ProductsBLDTopBuild$33,411,305$6,142,831 ▼-15.5%82,1300.6%ConstructionQCOMQUALCOMM$33,409,384$1,799,979 ▼-5.1%196,4680.6%Computer and TechnologyITRIItron$33,111,100$11,504,505 ▼-25.8%310,0000.6%Computer and TechnologyMASMasco$32,163,038$5,235,422 ▼-14.0%383,1670.6%ConstructionFSSFederal Signal$30,539,831$28,318 ▼-0.1%326,7690.6%Multi-Sector ConglomeratesOCOwens Corning$30,464,175$5,472,120 ▼-15.2%172,5820.6%ConstructionAOSA. O. Smith$29,371,086$52,423,350 ▼-64.1%326,9630.6%Industrial ProductsAWRAmerican States Water$28,314,436$513,649 ▼-1.8%339,9500.5%UtilitiesXPEVXPeng$27,515,241$1,078,673 ▲4.1%2,259,0510.5%Auto/Tires/TrucksTE CONNECTIVITY PLC$27,209,908$27,209,908 ▲New Holding180,2100.5%ORD SHSVMIValmont Industries$25,109,960$14,821,954 ▼-37.1%86,6010.5%Industrial ProductsLINDE PLC$23,826,310$2,510,668 ▼-9.5%49,9650.4%SHSICFIICF International$21,810,4610.0%130,7660.4%Business ServicesSTMSTMicroelectronics$21,499,399$1,221,903 ▼-5.4%723,1550.4%Computer and TechnologyICLRICON Public$19,749,402$9,359,698 ▲90.1%68,7390.4%MedicalCOCA-COLA EUROPACIFIC PARTNE$19,202,873$3,719,520 ▼-16.2%243,8460.4%SHSREZIResideo Technologies$18,982,756$158,623 ▼-0.8%942,5400.4%Industrial ProductsBSYBentley Systems$18,212,184$16,869 ▼-0.1%358,4370.3%Computer and TechnologyARRYArray Technologies$16,836,6000.0%2,551,0000.3%Oils/EnergyLNNLindsay$16,044,7830.0%128,7290.3%Industrial ProductsAMBAAmbarella$16,007,738$913,761 ▼-5.4%283,8000.3%Computer and TechnologyCECOCECO Environmental$15,940,1910.0%565,2550.3%Industrial ProductsIPGPIPG Photonics$15,740,530$15,740,530 ▲New Holding211,7940.3%Computer and TechnologyNVDANVIDIA$15,422,880$2,914,560 ▼-15.9%127,0000.3%Computer and TechnologyWTSWatts Water Technologies$15,037,643$1,597,228 ▲11.9%72,5790.3%Computer and TechnologyBSXBoston Scientific$14,261,000$1,932,093 ▼-11.9%170,1790.3%MedicalUNHUnitedHealth Group$13,430,6840.0%22,9710.3%MedicalAMPSAltus Power$12,720,0000.0%4,000,0000.2%Oils/EnergyALCAlcon$12,574,1960.0%125,6540.2%MedicalSFMSprouts Farmers Market$11,594,265$16,562 ▲0.1%105,0110.2%Retail/WholesaleMWAMueller Water Products$10,867,512$217,000 ▼-2.0%500,8070.2%Industrial ProductsERIIEnergy Recovery$10,751,6980.0%618,2690.2%Industrial ProductsARCADIUM LITHIUM PLC$10,573,332$290,700 ▼-2.7%3,709,9410.2%COM SHSNOMDNomad Foods$10,538,884$479,797 ▼-4.4%552,9320.2%Consumer StaplesIFFInternational Flavors & Fragrances$10,392,4770.0%99,0420.2%Basic MaterialsFELEFranklin Electric$10,322,569$11,311,651 ▼-52.3%98,4790.2%Industrial ProductsORCLOracle$10,309,2000.0%60,5000.2%Computer and TechnologyMMSMaximus$10,192,7290.0%109,4110.2%Business ServicesCGNXCognex$10,125,0000.0%250,0000.2%Computer and TechnologyDECKDeckers Outdoor$9,782,257$8,151,881 ▲500.0%61,3500.2%Retail/WholesaleBRBRBellRing Brands$9,748,6570.0%160,5510.2%MedicalSXTSensient Technologies$9,413,015$377,034 ▲4.2%117,3400.2%Basic MaterialsMDTMedtronic$9,354,567$3,290,146 ▲54.3%103,9050.2%MedicalCVCOCavco Industries$8,778,920$1,070,600 ▲13.9%20,5000.2%ConstructionFIXComfort Systems USA$8,665,770$1,795,610 ▲26.1%22,2000.2%ConstructionINVHInvitation Homes$8,497,660$1,304,620 ▲18.1%241,0000.2%FinanceSLGNSilgan$8,437,433$446,250 ▲5.6%160,7130.2%Industrial ProductsCVSCVS Health$8,049,8980.0%128,0200.2%Retail/WholesaleDELLDell Technologies$7,550,998$1,789,954 ▲31.1%63,7000.1%Computer and TechnologyShowing largest 100 holdings. 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