Sponsored

The Analysis of Robeco Schweiz AG's Holdings & P&L

Currently, Robeco Schweiz AG holds 126 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in ARM (+344.7K shares, valued at $52.2M), ITRI (+529.3K shares, valued at $47.4M), ON (+657.1K shares, valued at $40.7M); decreased their positions in LITE (-185.3K shares, valued at $130.2M), PTC (-299.9K shares, valued at $42.7M), VRT (-150.9K shares, valued at $37.8M); initiated new positions in ENPH (+1.1M shares, valued at $39.8M), BE (+261.1K shares, valued at $35.4M), N/A (+1.0M shares, valued at $30.2M).

1M P&L

+327.4M+6.61%

3M P&L

+628.0M+13.49%

HY P&L

+1.2B+30.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors739.2M

16.9%

2Specialty Industrial Machinery471.5M

10.8%

3Engineering & Construction449.9M

10.3%

Top Industries by Stock Count

1Semiconductors12 stocks

10.3%

2Specialty Industrial Machinery12 stocks

10.3%

3Engineering & Construction7 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRT VERTIV HOLDINGS CO723.0K shares-17.27%2026-03-312026-05-07

PWR QUANTA SVCS INC323.3K shares1.02%2026-03-312026-05-07

NVT NVENT ELEC PLC1.4M shares0.92%2026-03-312026-05-07

ARM ARM HOLDINGS PLC1.0M shares52.02%2026-03-312026-05-07

LITE LUMENTUM HLDGS INC214.8K shares-46.31%2026-03-312026-05-07

A AGILENT TECHNOLOGIES INC1.1M shares6.53%2026-03-312026-05-07

FSLR FIRST SOLAR INC645.7K shares19.78%2026-03-312026-05-07

ADI ANALOG DEVICES INC394.0K shares29.04%2026-03-312026-05-07

Sponsored

ADSK AUTODESK INC513.0K shares1.13%2026-03-312026-05-07

ON ON SEMICONDUCTOR CORP2.0M shares50.35%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.2M shares30.28%2026-03-312026-05-07

RRX REGAL REXNORD CORPORATION573.1K shares1.02%2026-03-312026-05-07

MPWR MONOLITHIC PWR SYS INC95.0K shares-0.03%2026-03-312026-05-07

NXT NEXTPOWER INC858.2K shares-5.21%2026-03-312026-05-07

GNRC GENERAC HLDGS INC477.0K shares27.50%2026-03-312026-05-07

ITRI ITRON INC951.7K shares125.31%2026-03-312026-05-07

Sponsored

LSCC LATTICE SEMICONDUCTOR CORP901.2K shares1.02%2026-03-312026-05-07

XYL XYLEM INC697.7K shares-8.47%2026-03-312026-05-07

CSL CARLISLE COS INC249.6K shares1.02%2026-03-312026-05-07

VLTO VERALTO CORP850.3K shares16.00%2026-03-312026-05-07

TT TRANE TECHNOLOGIES PLC174.2K shares44.29%2026-03-312026-05-07

IEX IDEX CORP379.1K shares-8.13%2026-03-312026-05-07

TTEK TETRA TECH INC NEW2.3M shares-2.55%2026-03-312026-05-07

PCOR PROCORE TECHNOLOGIES INC1.2M shares1.02%2026-03-312026-05-07

Sponsored

TMO THERMO FISHER SCIENTIFIC INC130.7K shares13.46%2026-03-312026-05-07

RUN SUNRUN INC4.2M shares43.31%2026-03-312026-05-07

DHR DANAHER CORP DEL287.9K shares6.89%2026-03-312026-05-07

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC232.7K shares-7.13%2026-03-312026-05-07

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP1.3M shares1.02%2026-03-312026-05-07

SQM SOCIEDAD QUIMICA Y MINERA DE616.5K shares-10.03%2026-03-312026-05-07

ECL ECOLAB INC186.2K shares-19.41%2026-03-312026-05-07

EME EMCOR GROUP INC64.3K shares42.09%2026-03-312026-05-07

Sponsored

POWI POWER INTEGRATIONS INC870.2K shares38.68%2026-03-312026-05-07

FIX COMFORT SYS USA INC31.5K shares-3.68%2026-03-312026-05-07

WAT WATERS CORP144.9K shares9.67%2026-03-312026-05-07

APG API GROUP CORP1.0M shares-25.21%2026-03-312026-05-07

WMS ADVANCED DRAIN SYS INC DEL308.4K shares-15.35%2026-03-312026-05-07

AIT APPLIED INDL TECHNOLOGIES IN155.0K shares3.55%2026-03-312026-05-07

TER TERADYNE INC135.7K shares-44.59%2026-03-312026-05-07

ENPH ENPHASE ENERGY INC1.1M sharesnew addition2026-03-312026-05-07

Sponsored

WM WASTE MGMT INC DEL170.8K shares-44.79%2026-03-312026-05-07

J JACOBS SOLUTIONS INC303.3K shares12.95%2026-03-312026-05-07

CNM CORE & MAIN INC760.8K shares-7.06%2026-03-312026-05-07

GLW CORNING INC262.5K shares53.96%2026-03-312026-05-07

BE BLOOM ENERGY CORP261.1K sharesnew addition2026-03-312026-05-07

ALB ALBEMARLE CORP194.9K shares-40.26%2026-03-312026-05-07

AVTR AVANTOR INC4.2M shares-42.46%2026-03-312026-05-07

ACM AECOM371.9K shares-2.33%2026-03-312026-05-07

Sponsored

SOLV ENERGY INC SOLV ENERGY INC1.0M sharesnew addition2026-03-312026-05-07

COHERENT CORP COHERENT CORP114.4K shares98.96%2026-03-312026-05-07

DOV DOVER CORP130.2K shares-17.60%2026-03-312026-05-07

ROP ROPER TECHNOLOGIES INC74.8K shares17.87%2026-03-312026-05-07

CTAS CINTAS CORP154.7K shares-0.36%2026-03-312026-05-07

FSS FEDERAL SIGNAL CORP241.4K shares24.30%2026-03-312026-05-07

PNR PENTAIR PLC293.1K shares-30.17%2026-03-312026-05-07

FBIN FORTUNE BRANDS INNOVATIONS I646.7K shares-2.84%2026-03-312026-05-07

Sponsored

AWK AMERICAN WTR WKS CO INC NEW183.4K shares-29.49%2026-03-312026-05-07

TXN TEXAS INSTRS INC124.0K shares-6.67%2026-03-312026-05-07

GFL GFL ENVIRONMENTAL INC577.0K shares-15.00%2026-03-312026-05-07

ONTO ONTO INNOVATION INC114.7K shares-18.07%2026-03-312026-05-07

AUGO AURA MINERALS INC286.0K shares10.00%2026-03-312026-05-07

NVDA NVIDIA CORPORATION129.5K shares0.00%2026-03-312026-05-07

KEYS KEYSIGHT TECHNOLOGIES INC78.5K shares-9.35%2026-03-312026-05-07

VIAV VIAVI SOLUTIONS INC660.0K shares10.92%2026-03-312026-05-07

Sponsored

LINDE PLC LINDE PLC43.8K shares17.39%2026-03-312026-05-07

BMI BADGER METER INC141.4K shares1.56%2026-03-312026-05-07

CENCORA INC CENCORA INC68.0K shares213.36%2026-03-312026-05-07

MTD METTLER TOLEDO INTERNATIONAL16.9K shares-26.93%2026-03-312026-05-07

NXPI NXP SEMICONDUCTORS N V106.3K shares-6.67%2026-03-312026-05-07

HBM HUDBAY MINERALS INC901.0K shares-21.99%2026-03-312026-05-07

WTS WATTS WATER TECHNOLOGIES INC63.0K shares-4.54%2026-03-312026-05-07

STM STMICROELECTRONICS N V528.4K shares-6.66%2026-03-312026-05-07

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC85.7K shares-41.42%2026-03-312026-05-07

AOS SMITH A O CORP269.2K shares-0.11%2026-03-312026-05-07

QCOM QUALCOMM INC137.5K shares-6.70%2026-03-312026-05-07

RSG REPUBLIC SVCS INC76.8K shares56.14%2026-03-312026-05-07

TSLA TESLA INC44.4K shares12.90%2026-03-312026-05-07

HSAI HESAI GROUP840.4K shares-28.75%2026-03-312026-05-07

SNPS SYNOPSYS INC40.5K shares38.70%2026-03-312026-05-07

SNOW SNOWFLAKE INC97.5K shares79.89%2026-03-312026-05-07

Sponsored

SPXC SPX TECHNOLOGIES INC71.7K sharesnew addition2026-03-312026-05-07

CVCO CAVCO INDS INC DEL29.2K shares12.31%2026-03-312026-05-07

BROADCOM INC BROADCOM INC43.7K shares157.06%2026-03-312026-05-07

VMI VALMONT INDS INC33.2K shares-0.69%2026-03-312026-05-07

SPOT SPOTIFY TECHNOLOGY S A26.5K shares43.12%2026-03-312026-05-07

SFM SPROUTS FMRS MKT INC165.0K shares82.69%2026-03-312026-05-07

CECO CECO ENVIRONMENTAL CORP198.7K shares51.46%2026-03-312026-05-07

ICFI ICF INTL INC176.2K shares0.00%2026-03-312026-05-07

Sponsored

CDNS CADENCE DESIGN SYSTEM INC40.0K shares100.00%2026-03-312026-05-07

XPEV XPENG INC621.6K shares-6.67%2026-03-312026-05-07

MKSI MKS INC.45.6K shares-13.36%2026-03-312026-05-07

SXT SENSIENT TECHNOLOGIES CORP120.8K shares-17.60%2026-03-312026-05-07

PTC PTC INC71.4K shares-80.76%2026-03-312026-05-07

BSY BENTLEY SYS INC288.5K shares0.00%2026-03-312026-05-07

CMC COMMERCIAL METALS CO164.5K sharesnew addition2026-03-312026-05-07

OSIS OSI SYSTEMS INC36.5K shares19.49%2026-03-312026-05-07

Sponsored

MWA MUELLER WTR PRODS INC348.7K shares-4.39%2026-03-312026-05-07

WCC WESCO INTL INC35.0K shares-49.49%2026-03-312026-05-07

SSD SIMPSON MFG INC44.0K shares0.00%2026-03-312026-05-07

AZZ AZZ INC56.6K shares0.00%2026-03-312026-05-07

EMR EMERSON ELEC CO52.8K shares0.00%2026-03-312026-05-07

IR INGERSOLL RAND INC77.9K shares-76.46%2026-03-312026-05-07

CSCO CISCO SYS INC72.0K shares-56.60%2026-03-312026-05-07

AMBA AMBARELLA INC104.2K shares-35.94%2026-03-312026-05-07

Sponsored

ALC ALCON AG70.3K shares-22.43%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC59.1K shares-21.76%2026-03-312026-05-07

FN FABRINET9.8K sharesnew addition2026-03-312026-05-07

ABBV ABBVIE INC21.1K shares-17.13%2026-03-312026-05-07

CVS CVS HEALTH CORP61.8K shares-39.16%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC21.5K sharesnew addition2026-03-312026-05-07

MIR MIRION TECHNOLOGIES INC230.0K shares0.00%2026-03-312026-05-07

IFF INTERNATIONAL FLAVORS&FRAGRA58.2K shares-23.46%2026-03-312026-05-07

Sponsored

UNH UNITEDHEALTH GROUP INC15.1K shares-17.12%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO34.3K shares-11.97%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP44.3K shares-17.13%2026-03-312026-05-07

CLH CLEAN HARBORS INC9.5K shares-91.92%2026-03-312026-05-07

OC OWENS CORNING NEW20.5K sharesnew addition2026-03-312026-05-07

MMS MAXIMUS INC31.4K shares-58.77%2026-03-312026-05-07

DECK DECKERS OUTDOOR CORP17.6K shares-34.02%2026-03-312026-05-07

ONON ON HLDG AG48.1K shares12.80%2026-03-312026-05-07

Sponsored

LLY ELI LILLY & CO1.4K sharesnew addition2026-03-312026-05-07

VEEV VEEVA SYS INC3.9K shares-89.41%2026-03-312026-05-07

TRMB TRIMBLE INC6.3K sharesnew addition2026-03-312026-05-07

HTO H2O AMERICA6.1K sharesnew addition2026-03-312026-05-07

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.7K shares12.94%2026-03-312026-05-07

VITL VITAL FARMS INC20.4K sharesnew addition2026-03-312026-05-07

VRT

VERTIV HOLDINGS CO

-17.27%

Shares723.0K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC

1.02%

Shares323.3K

Event2026-03-31

Filed2026-05-07

NVT

NVENT ELEC PLC

0.92%

Shares1.4M

Event2026-03-31

Filed2026-05-07

ARM

ARM HOLDINGS PLC

52.02%

Shares1.0M

Event2026-03-31

Filed2026-05-07

LITE

LUMENTUM HLDGS INC

-46.31%

Shares214.8K

Event2026-03-31

Filed2026-05-07

AGILENT TECHNOLOGIES INC

6.53%

Shares1.1M

Event2026-03-31

Filed2026-05-07

FSLR

FIRST SOLAR INC

19.78%

Shares645.7K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES INC

29.04%

Shares394.0K

Event2026-03-31

Filed2026-05-07

ADSK

AUTODESK INC

1.13%

Shares513.0K

Event2026-03-31

Filed2026-05-07

ON SEMICONDUCTOR CORP

50.35%

Shares2.0M

Event2026-03-31

Filed2026-05-07

MARVELL TECHNOLOGY INC

30.28%

Shares1.2M

Event2026-03-31

Filed2026-05-07

RRX

REGAL REXNORD CORPORATION

1.02%

Shares573.1K

Event2026-03-31

Filed2026-05-07

MPWR

MONOLITHIC PWR SYS INC

-0.03%

Shares95.0K

Event2026-03-31

Filed2026-05-07

NXT

NEXTPOWER INC

-5.21%

Shares858.2K

Event2026-03-31

Filed2026-05-07

GNRC

GENERAC HLDGS INC

27.50%

Shares477.0K

Event2026-03-31

Filed2026-05-07

ITRI

ITRON INC

125.31%

Shares951.7K

Event2026-03-31

Filed2026-05-07

LSCC

LATTICE SEMICONDUCTOR CORP

1.02%

Shares901.2K

Event2026-03-31

Filed2026-05-07

XYL

XYLEM INC

-8.47%

Shares697.7K

Event2026-03-31

Filed2026-05-07

CSL

CARLISLE COS INC

1.02%

Shares249.6K

Event2026-03-31

Filed2026-05-07

VLTO

VERALTO CORP

16.00%

Shares850.3K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES PLC

44.29%

Shares174.2K

Event2026-03-31

Filed2026-05-07

IEX

IDEX CORP

-8.13%

Shares379.1K

Event2026-03-31

Filed2026-05-07

TTEK

TETRA TECH INC NEW

-2.55%

Shares2.3M

Event2026-03-31

Filed2026-05-07

PCOR

PROCORE TECHNOLOGIES INC

1.02%

Shares1.2M

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC

13.46%

Shares130.7K

Event2026-03-31

Filed2026-05-07

RUN

SUNRUN INC

43.31%

Shares4.2M

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP DEL

6.89%

Shares287.9K

Event2026-03-31

Filed2026-05-07

FERGUSON ENTERPRISES INC

-7.13%

Shares232.7K

Event2026-03-31

Filed2026-05-07

BROOKFIELD RENEWABLE CORP

1.02%

Shares1.3M

Event2026-03-31

Filed2026-05-07

SQM

SOCIEDAD QUIMICA Y MINERA DE

-10.03%

Shares616.5K

Event2026-03-31

Filed2026-05-07

ECL

ECOLAB INC

-19.41%

Shares186.2K

Event2026-03-31

Filed2026-05-07

EME

EMCOR GROUP INC

42.09%

Shares64.3K

Event2026-03-31

Filed2026-05-07

POWI

POWER INTEGRATIONS INC

38.68%

Shares870.2K

Event2026-03-31

Filed2026-05-07

FIX

COMFORT SYS USA INC

-3.68%

Shares31.5K

Event2026-03-31

Filed2026-05-07

WAT

WATERS CORP

9.67%

Shares144.9K

Event2026-03-31

Filed2026-05-07

APG

API GROUP CORP

-25.21%

Shares1.0M

Event2026-03-31

Filed2026-05-07

WMS

ADVANCED DRAIN SYS INC DEL

-15.35%

Shares308.4K

Event2026-03-31

Filed2026-05-07

AIT

APPLIED INDL TECHNOLOGIES IN

3.55%

Shares155.0K

Event2026-03-31

Filed2026-05-07

TER

TERADYNE INC

-44.59%

Shares135.7K

Event2026-03-31

Filed2026-05-07

ENPH

ENPHASE ENERGY INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-07

WASTE MGMT INC DEL

-44.79%

Shares170.8K

Event2026-03-31

Filed2026-05-07

JACOBS SOLUTIONS INC

12.95%

Shares303.3K

Event2026-03-31

Filed2026-05-07

CNM

CORE & MAIN INC

-7.06%

Shares760.8K

Event2026-03-31

Filed2026-05-07

GLW

CORNING INC

53.96%

Shares262.5K

Event2026-03-31

Filed2026-05-07

BLOOM ENERGY CORP

New

Shares261.1K

Event2026-03-31

Filed2026-05-07

ALB

ALBEMARLE CORP

-40.26%

Shares194.9K

Event2026-03-31

Filed2026-05-07

AVTR

AVANTOR INC

-42.46%

Shares4.2M

Event2026-03-31

Filed2026-05-07

ACM

AECOM

-2.33%

Shares371.9K

Event2026-03-31

Filed2026-05-07

SOLV ENERGY INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-07

COHERENT CORP

98.96%

Shares114.4K

Event2026-03-31

Filed2026-05-07

DOV

DOVER CORP

-17.60%

Shares130.2K

Event2026-03-31

Filed2026-05-07

ROP

ROPER TECHNOLOGIES INC

17.87%

Shares74.8K

Event2026-03-31

Filed2026-05-07

CTAS

CINTAS CORP

-0.36%

Shares154.7K

Event2026-03-31

Filed2026-05-07

FSS

FEDERAL SIGNAL CORP

24.30%

Shares241.4K

Event2026-03-31

Filed2026-05-07

PNR

PENTAIR PLC

-30.17%

Shares293.1K

Event2026-03-31

Filed2026-05-07

FBIN

FORTUNE BRANDS INNOVATIONS I

-2.84%

Shares646.7K

Event2026-03-31

Filed2026-05-07

AWK

AMERICAN WTR WKS CO INC NEW

-29.49%

Shares183.4K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC

-6.67%

Shares124.0K

Event2026-03-31

Filed2026-05-07

GFL

GFL ENVIRONMENTAL INC

-15.00%

Shares577.0K

Event2026-03-31

Filed2026-05-07

ONTO

ONTO INNOVATION INC

-18.07%

Shares114.7K

Event2026-03-31

Filed2026-05-07

AUGO

AURA MINERALS INC

10.00%

Shares286.0K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

0.00%

Shares129.5K

Event2026-03-31

Filed2026-05-07

KEYS

KEYSIGHT TECHNOLOGIES INC

-9.35%

Shares78.5K

Event2026-03-31

Filed2026-05-07

VIAV

VIAVI SOLUTIONS INC

10.92%

Shares660.0K

Event2026-03-31

Filed2026-05-07

LINDE PLC

17.39%

Shares43.8K

Event2026-03-31

Filed2026-05-07

BMI

BADGER METER INC

1.56%

Shares141.4K

Event2026-03-31

Filed2026-05-07

CENCORA INC

213.36%

Shares68.0K

Event2026-03-31

Filed2026-05-07

MTD

METTLER TOLEDO INTERNATIONAL

-26.93%

Shares16.9K

Event2026-03-31

Filed2026-05-07

NXPI

NXP SEMICONDUCTORS N V

-6.67%

Shares106.3K

Event2026-03-31

Filed2026-05-07

HBM

HUDBAY MINERALS INC

-21.99%

Shares901.0K

Event2026-03-31

Filed2026-05-07

WTS

WATTS WATER TECHNOLOGIES INC

-4.54%

Shares63.0K

Event2026-03-31

Filed2026-05-07

STM

STMICROELECTRONICS N V

-6.66%

Shares528.4K

Event2026-03-31

Filed2026-05-07

TE CONNECTIVITY PLC

-41.42%

Shares85.7K

Event2026-03-31

Filed2026-05-07

AOS

SMITH A O CORP

-0.11%

Shares269.2K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

-6.70%

Shares137.5K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SVCS INC

56.14%

Shares76.8K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

12.90%

Shares44.4K

Event2026-03-31

Filed2026-05-07

HSAI

HESAI GROUP

-28.75%

Shares840.4K

Event2026-03-31

Filed2026-05-07

SNPS

SYNOPSYS INC

38.70%

Shares40.5K

Event2026-03-31

Filed2026-05-07

SNOW

SNOWFLAKE INC

79.89%

Shares97.5K

Event2026-03-31

Filed2026-05-07

SPXC

SPX TECHNOLOGIES INC

New

Shares71.7K

Event2026-03-31

Filed2026-05-07

CVCO

CAVCO INDS INC DEL

12.31%

Shares29.2K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

157.06%

Shares43.7K

Event2026-03-31

Filed2026-05-07

VMI

VALMONT INDS INC

-0.69%

Shares33.2K

Event2026-03-31

Filed2026-05-07

SPOT

SPOTIFY TECHNOLOGY S A

43.12%

Shares26.5K

Event2026-03-31

Filed2026-05-07

SFM

SPROUTS FMRS MKT INC

82.69%

Shares165.0K

Event2026-03-31

Filed2026-05-07

CECO

CECO ENVIRONMENTAL CORP

51.46%

Shares198.7K

Event2026-03-31

Filed2026-05-07

ICFI

ICF INTL INC

0.00%

Shares176.2K

Event2026-03-31

Filed2026-05-07

CDNS

CADENCE DESIGN SYSTEM INC

100.00%

Shares40.0K

Event2026-03-31

Filed2026-05-07

XPEV

XPENG INC

-6.67%

Shares621.6K

Event2026-03-31

Filed2026-05-07

MKSI

MKS INC.

-13.36%

Shares45.6K

Event2026-03-31

Filed2026-05-07

SXT

SENSIENT TECHNOLOGIES CORP

-17.60%

Shares120.8K

Event2026-03-31

Filed2026-05-07

PTC

PTC INC

-80.76%

Shares71.4K

Event2026-03-31

Filed2026-05-07

BSY

BENTLEY SYS INC

0.00%

Shares288.5K

Event2026-03-31

Filed2026-05-07

CMC

COMMERCIAL METALS CO

New

Shares164.5K

Event2026-03-31

Filed2026-05-07

OSIS

OSI SYSTEMS INC

19.49%

Shares36.5K

Event2026-03-31

Filed2026-05-07

MWA

MUELLER WTR PRODS INC

-4.39%

Shares348.7K

Event2026-03-31

Filed2026-05-07

WCC

WESCO INTL INC

-49.49%

Shares35.0K

Event2026-03-31

Filed2026-05-07

SSD

SIMPSON MFG INC

0.00%

Shares44.0K

Event2026-03-31

Filed2026-05-07

AZZ

AZZ INC

0.00%

Shares56.6K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

0.00%

Shares52.8K

Event2026-03-31

Filed2026-05-07

INGERSOLL RAND INC

-76.46%

Shares77.9K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

-56.60%

Shares72.0K

Event2026-03-31

Filed2026-05-07

AMBA

AMBARELLA INC

-35.94%

Shares104.2K

Event2026-03-31

Filed2026-05-07

ALC

ALCON AG

-22.43%

Shares70.3K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

-21.76%

Shares59.1K

Event2026-03-31

Filed2026-05-07

FABRINET

New

Shares9.8K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

-17.13%

Shares21.1K

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

-39.16%

Shares61.8K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares21.5K

Event2026-03-31

Filed2026-05-07

MIR

MIRION TECHNOLOGIES INC

0.00%

Shares230.0K

Event2026-03-31

Filed2026-05-07

IFF

INTERNATIONAL FLAVORS&FRAGRA

-23.46%

Shares58.2K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP INC

-17.12%

Shares15.1K

Event2026-03-31

Filed2026-05-07

COLGATE PALMOLIVE CO

-11.97%

Shares34.3K

Event2026-03-31

Filed2026-05-07

BSX

BOSTON SCIENTIFIC CORP

-17.13%

Shares44.3K

Event2026-03-31

Filed2026-05-07

CLH

CLEAN HARBORS INC

-91.92%

Shares9.5K

Event2026-03-31

Filed2026-05-07

OWENS CORNING NEW

New

Shares20.5K

Event2026-03-31

Filed2026-05-07

MMS

MAXIMUS INC

-58.77%

Shares31.4K

Event2026-03-31

Filed2026-05-07

DECK

DECKERS OUTDOOR CORP

-34.02%

Shares17.6K

Event2026-03-31

Filed2026-05-07

ONON

ON HLDG AG

12.80%

Shares48.1K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-07

VEEV

VEEVA SYS INC

-89.41%

Shares3.9K

Event2026-03-31

Filed2026-05-07

TRMB

TRIMBLE INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-07

HTO

H2O AMERICA

New

Shares6.1K

Event2026-03-31

Filed2026-05-07

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

12.94%

Shares1.7K

Event2026-03-31

Filed2026-05-07

VITL

VITAL FARMS INC

New

Shares20.4K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available