StockDriftsStockDriftsTop 50 Robeco Schweiz AG Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 3.83% | 723.0K | $181.2M | -17.27%(-150.88K) | $21.56(+1293.67%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 3.75% | 323.3K | $177.5M | +1.02%(+3.27K) | $132.08(+406.01%) | 2026-03-31 | |
| NVT | NVENT ELEC PLC | 3.56% | 1.42M | $168.5M | +0.92%(+13.02K) | $57.26(+165.71%) | 2026-03-31 | |
| ARM | ARM HOLDINGS PLC | 3.22% | 1.01M | $152.4M | +52.02%(+344.74K) | $84.68(+272.30%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.19% | 214.8K | $151.0M | -46.31%(-185.27K) | $74.14(+882.34%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC | 2.69% | 1.12M | $127.4M | +6.53%(+68.49K) | $105.48(+23.90%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 2.69% | 645.7K | $127.4M | +19.78%(+106.61K) | $128.91(+74.20%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.65% | 394.0K | $125.3M | +29.04%(+88.66K) | $209.60(+79.94%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 2.6% | 513.0K | $122.8M | +1.13%(+5.75K) | $213.79(-2.95%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP | 2.57% | 1.96M | $121.5M | +50.35%(+657.11K) | $41.12(+121.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.09% | +37.09% |
| Top 20 Holdings Unweighted | +12.71% | +43.16% |
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