0001085146-22-002074.txt : 20220513 0001085146-22-002074.hdr.sgml : 20220513 20220513154552 ACCESSION NUMBER: 0001085146-22-002074 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Robeco Schweiz AG CENTRAL INDEX KEY: 0001418427 IRS NUMBER: 000000000 STATE OF INCORPORATION: V8 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12627 FILM NUMBER: 22922319 BUSINESS ADDRESS: STREET 1: JOSEFSTRASSE 218 CITY: ZURICH STATE: V8 ZIP: 8005 BUSINESS PHONE: 0041-44-653 10 10 MAIL ADDRESS: STREET 1: JOSEFSTRASSE 218 CITY: ZURICH STATE: V8 ZIP: 8005 FORMER COMPANY: FORMER CONFORMED NAME: Robeco Switzerland Ltd. DATE OF NAME CHANGE: 20210428 FORMER COMPANY: FORMER CONFORMED NAME: ROBECOSAM AG DATE OF NAME CHANGE: 20130722 FORMER COMPANY: FORMER CONFORMED NAME: SAM Sustainable Asset Management Ltd. DATE OF NAME CHANGE: 20071114 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001418427 XXXXXXXX 03-31-2022 03-31-2022 false Robeco Schweiz AG
Josefstrasse 218 ZURICH V8 8005
13F COMBINATION REPORT 028-12627 0001418773 028-12635 Robeco Institutional Asset Management B.V. N
Patrick Glaser Legal & Compliance Officer 4-144-653-1205 /s/ Patrick Glaser Zurich V8 05-09-2022 3 153 7097283 false 1 0001070304 028-18337 ORIX CORP 2 0001257165 028-12637 ORIX Corp Europe N.V. 3 0001418773 028-12635 Robeco Institutional Asset Management B.V.
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 42558 126200 SH SOLE 126200 0 0 ADTALEM GLOBAL ED INC COM 00737L103 11840 398535 SH SOLE 398535 0 0 AECOM COM 00766T100 70608 919257 SH SOLE 919257 0 0 AGCO CORP COM 001084102 6547 44834 SH SOLE 44834 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 113989 861402 SH SOLE 861402 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 18166 152154 SH SOLE 152154 0 0 ALBEMARLE CORP COM 012653101 279748 1264970 SH SOLE 1264970 0 0 ALCON AG ORD SHS H01301128 30780 387998 SH SOLE 387998 0 0 ALPHABET INC CAP STK CL A 02079K305 9913 3564 SH SOLE 3564 0 0 AMAZON COM INC COM 023135106 5584 1713 SH SOLE 1713 0 0 AMBARELLA INC SHS G037AX101 29325 279500 SH SOLE 279500 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 44676 269894 SH SOLE 269894 0 0 ANALOG DEVICES INC COM 032654105 178510 1080697 SH SOLE 1080697 0 0 ANSYS INC COM 03662Q105 65172 205169 SH SOLE 205169 0 0 ANTHEM INC COM 036752103 9562 19465 SH SOLE 19465 0 0 AON PLC SHS CL A G0403H108 5957 18295 SH SOLE 18295 0 0 API GROUP CORP COM STK 00187Y100 64497 3066900 SH SOLE 3066900 0 0 APPLE INC COM 037833100 5192 29735 SH SOLE 29735 0 0 APTIV PLC SHS G6095L109 61303 512100 SH SOLE 512100 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 39220 3480053 SH SOLE 3480053 0 0 AUTODESK INC COM 052769106 35368 165000 SH SOLE 165000 0 0 AVANGRID INC COM 05351W103 45572 975000 SH SOLE 975000 0 0 AVANTOR INC COM 05352A100 190048 5619400 SH SOLE 5619400 0 0 AVERY DENNISON CORP COM 053611109 2967 17055 SH SOLE 17055 0 0 BALL CORP COM 058498106 1786 19843 SH SOLE 19843 0 0 BOSTON SCIENTIFIC CORP COM 101137107 31315 707036 SH SOLE 707036 0 0 CAPITAL ONE FINL CORP COM 14040H105 5209 39677 SH SOLE 39677 0 0 CAVCO INDS INC DEL COM 149568107 3630 15070 SH SOLE 15070 0 0 CBRE GROUP INC CL A 12504L109 5256 57431 SH SOLE 57431 0 0 CERNER CORP COM 156782104 25523 272802 SH SOLE 272802 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 5015 9193 SH SOLE 9193 0 0 CINTAS CORP COM 172908105 12658 29757 SH SOLE 29757 0 0 CISCO SYS INC COM 17275R102 18405 330069 SH SOLE 330069 0 0 COLGATE PALMOLIVE CO COM 194162103 10255 135241 SH SOLE 135241 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 37234 411286 SH SOLE 411286 0 0 COMFORT SYS USA INC COM 199908104 30036 337442 SH SOLE 337442 0 0 CONSTELLIUM SE CL A SHS F21107101 48600 2700000 SH SOLE 2700000 0 0 CORE & MAIN INC CL A 21874C102 51950 2147600 SH SOLE 2147600 0 0 CORNING INC COM 219350105 40601 1100000 SH SOLE 1100000 0 0 CROWN HLDGS INC COM 228368106 12833 102588 SH SOLE 102588 0 0 CVS HEALTH CORP COM 126650100 60951 602220 SH SOLE 602220 0 0 DANAHER CORPORATION COM 235851102 136505 465362 SH SOLE 465362 0 0 DECKERS OUTDOOR CORP COM 243537107 20136 73549 SH SOLE 73549 0 0 DENTSPLY SIRONA INC COM 24906P109 22592 458995 SH SOLE 458995 0 0 DESKTOP METAL INC COM CL A 25058X105 6304 1330000 SH SOLE 1330000 0 0 DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 4488 3300000 SH SOLE 3300000 0 0 DIVERSEY HLDGS LTD ORD SHS G28923103 20192 2667401 SH SOLE 2667401 0 0 DOVER CORP COM 260003108 51817 330253 SH SOLE 330253 0 0 EBAY INC. COM 278642103 4348 75929 SH SOLE 75929 0 0 ECOLAB INC COM 278865100 151099 855796 SH SOLE 855796 0 0 EMCOR GROUP INC COM 29084Q100 19242 170839 SH SOLE 170839 0 0 ETSY INC COM 29786A106 2108 16960 SH SOLE 16960 0 0 EVOQUA WATER TECHNOLOGIES CO COM 30057T105 15383 327440 SH SOLE 327440 0 0 FEDERAL SIGNAL CORP COM 313855108 36650 1085940 SH SOLE 1085940 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 5359 33057 SH SOLE 33057 0 0 FIRST SOLAR INC COM 336433107 98311 1174000 SH SOLE 1174000 0 0 FORTIVE CORP COM 34959J108 4728 77604 SH SOLE 77604 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 68507 922280 SH SOLE 922280 0 0 GENERAC HLDGS INC COM 368736104 1956 6580 SH SOLE 6580 0 0 GENTHERM INC COM 37253A103 30991 424300 SH SOLE 424300 0 0 GRAINGER W W INC COM 384802104 3776 7321 SH SOLE 7321 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 7083 206308 SH SOLE 206308 0 0 HOME DEPOT INC COM 437076102 14550 48609 SH SOLE 48609 0 0 HP INC COM 40434L105 6695 184433 SH SOLE 184433 0 0 IDEX CORP COM 45167R104 51002 266010 SH SOLE 266010 0 0 IDEXX LABS INC COM 45168D104 3211 5869 SH SOLE 5869 0 0 II-VI INC COM 902104108 35303 487000 SH SOLE 487000 0 0 ILLINOIS TOOL WKS INC COM 452308109 2862 13670 SH SOLE 13670 0 0 INGERSOLL RAND INC COM 45687V106 44273 879300 SH SOLE 879300 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 103620 789003 SH SOLE 789003 0 0 IPG PHOTONICS CORP COM 44980X109 63112 575000 SH SOLE 575000 0 0 ITRON INC COM 465741106 46337 879600 SH SOLE 879600 0 0 JOHNSON CTLS INTL PLC SHS G51502105 142418 2172000 SH SOLE 2172000 0 0 KAISER ALUMINUM CORP COM PAR $0.01 483007704 24011 255000 SH SOLE 255000 0 0 KROGER CO COM 501044101 3414 59500 SH SOLE 59500 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 93314 1531000 SH SOLE 1531000 0 0 LAUDER ESTEE COS INC CL A 518439104 13886 50990 SH SOLE 50990 0 0 LEAR CORP COM NEW 521865204 2013 14117 SH SOLE 14117 0 0 LESLIES INC COM 527064109 49514 2557552 SH SOLE 2557552 0 0 LINDE PLC SHS G5494J103 64430 201704 SH SOLE 201704 0 0 LKQ CORP COM 501889208 47681 1050000 SH SOLE 1050000 0 0 LOWES COS INC COM 548661107 10577 52312 SH SOLE 52312 0 0 LUMENTUM HLDGS INC COM 55024U109 71443 732000 SH SOLE 732000 0 0 LUXFER HOLDINGS PLC SHS G5698W116 10080 600000 SH SOLE 600000 0 0 MARVELL TECHNOLOGY INC COM 573874104 100681 1404000 SH SOLE 1404000 0 0 MASCO CORP COM 574599106 91293 1790051 SH SOLE 1790051 0 0 MASTERCARD INCORPORATED CL A 57636Q104 16898 47282 SH SOLE 47282 0 0 MAXIMUS INC COM 577933104 21004 280243 SH SOLE 280243 0 0 MEDTRONIC PLC SHS G5960L103 20746 186984 SH SOLE 186984 0 0 MERCK & CO INC COM 58933Y105 20466 249439 SH SOLE 249439 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 34817 25355 SH SOLE 25355 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 11860 157836 SH SOLE 157836 0 0 MICRON TECHNOLOGY INC COM 595112103 3127 40147 SH SOLE 40147 0 0 MICROSOFT CORP COM 594918104 47575 154309 SH SOLE 154309 0 0 MONOLITHIC PWR SYS INC COM 609839105 114341 235425 SH SOLE 235425 0 0 MUELLER WTR PRODS INC COM SER A 624758108 27096 2097177 SH SOLE 2097177 0 0 NIKE INC CL B 654106103 21515 159894 SH SOLE 159894 0 0 NIO INC SPON ADS 62914V106 27112 1288000 SH SOLE 1288000 0 0 NOMAD FOODS LTD USD ORD SHS G6564A105 39992 1771139 SH SOLE 1771139 0 0 NVIDIA CORPORATION COM 67066G104 14681 53804 SH SOLE 53804 0 0 NXP SEMICONDUCTORS N V COM N6596X109 163953 885850 SH SOLE 885850 0 0 ON SEMICONDUCTOR CORP COM 682189105 279021 4456491 SH SOLE 4456491 0 0 ONTO INNOVATION INC COM 683344105 112957 1300000 SH SOLE 1300000 0 0 OWENS CORNING NEW COM 690742101 50325 550000 SH SOLE 550000 0 0 PACKAGING CORP AMER COM 695156109 2144 13737 SH SOLE 13737 0 0 PENTAIR PLC SHS G7S00T104 144608 2667551 SH SOLE 2667551 0 0 PERKINELMER INC COM 714046109 185055 1060731 SH SOLE 1060731 0 0 PNC FINL SVCS GROUP INC COM 693475105 19419 105280 SH SOLE 105280 0 0 POOL CORP COM 73278L105 32873 77742 SH SOLE 77742 0 0 POWER INTEGRATIONS INC COM 739276103 109052 1176650 SH SOLE 1176650 0 0 PROCTER AND GAMBLE CO COM 742718109 8856 57955 SH SOLE 57955 0 0 PTC INC COM 69370C100 145207 1348000 SH SOLE 1348000 0 0 QUALCOMM INC COM 747525103 59303 388060 SH SOLE 388060 0 0 REGAL REXNORD CORPORATION COM 758750103 9250 62175 SH SOLE 62175 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 13990 127807 SH SOLE 127807 0 0 REPUBLIC SVCS INC COM 760759100 8936 67445 SH SOLE 67445 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 29740 1248000 SH SOLE 1248000 0 0 ROCKWELL AUTOMATION INC COM 773903109 35004 125000 SH SOLE 125000 0 0 ROLLINS INC COM 775711104 488 13936 SH SOLE 13936 0 0 ROPER TECHNOLOGIES INC COM 776696106 33784 71541 SH SOLE 71541 0 0 S&P GLOBAL INC COM 78409V104 4969 12113 SH SOLE 12113 0 0 SILICON LABORATORIES INC COM 826919102 51466 342651 SH SOLE 342651 0 0 SIMPSON MFG INC COM 829073105 3003 27543 SH SOLE 27543 0 0 SMITH A O CORP COM 831865209 146694 2296046 SH SOLE 2296046 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 197235 2304150 SH SOLE 2304150 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 94454 293000 SH SOLE 293000 0 0 STANLEY BLACK & DECKER INC COM 854502101 5731 40994 SH SOLE 40994 0 0 STATE STR CORP COM 857477103 9176 105331 SH SOLE 105331 0 0 SUNRUN INC COM 86771W105 72888 2400000 SH SOLE 2400000 0 0 SYNOPSYS INC COM 871607107 5667 17004 SH SOLE 17004 0 0 TE CONNECTIVITY LTD SHS H84989104 74632 569800 SH SOLE 569800 0 0 TERADYNE INC COM 880770102 88980 752600 SH SOLE 752600 0 0 TEXAS INSTRS INC COM 882508104 49691 270824 SH SOLE 270824 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 235844 399295 SH SOLE 399295 0 0 TOPBUILD CORP COM 89055F103 45348 250000 SH SOLE 250000 0 0 TREX CO INC COM 89531P105 890 13625 SH SOLE 13625 0 0 TRIMBLE INC COM 896239100 60773 842428 SH SOLE 842428 0 0 UNITEDHEALTH GROUP INC COM 91324P102 55462 108756 SH SOLE 108756 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 62105 372000 SH SOLE 372000 0 0 V F CORP COM 918204108 14240 250445 SH SOLE 250445 0 0 VERISK ANALYTICS INC COM 92345Y106 4491 20926 SH SOLE 20926 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 41006 2929000 SH SOLE 2929000 0 0 VISTEON CORP COM NEW 92839U206 34682 317800 SH SOLE 317800 0 0 WASTE MGMT INC DEL COM 94106L109 26945 170000 SH SOLE 170000 0 0 WATERS CORP COM 941848103 10904 35131 SH SOLE 35131 0 0 WEST FRASER TIMBER CO LTD COM 952845105 4844 47093 SH SOLE 47093 0 0 WORKDAY INC CL A 98138H101 4369 18246 SH SOLE 18246 0 0 XPENG INC ADS 98422D105 149196 5407600 SH SOLE 5407600 0 0 XYLEM INC COM 98419M100 55308 648700 SH SOLE 648700 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 19888 48073 SH SOLE 48073 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 5550 43394 SH SOLE 43394 0 0 ZOETIS INC CL A 98978V103 1896 10052 SH SOLE 10052 0 0 ZURN WATER SOLUTIONS CORP COM 98983L108 18107 511500 SH SOLE 511500 0 0