Impax Asset Management Group plc Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$7.3B
Holdings
287
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYLXylem Inc/NY | 4,377,524 | $346.0B | 4762.36% | |
| 2 | ECLEcolab Inc | 1,482,266 | $261.7B | 3601.77% | |
| 3 | AWCAmerican Water Works Co Inc | 2,400,103 | $250.2B | 3444.26% | |
| 4 | TRMBTrimble Inc | 6,089,022 | $246.0B | 3385.91% | |
| 5 | PNRPentair PLC | 4,985,605 | $221.9B | 3054.37% | |
| 6 | DHRDanaher Corp | 1,667,776 | $220.2B | 3030.58% | |
| 7 | AOSAO Smith Corp | 3,874,666 | $206.6B | 2843.62% | |
| 8 | IEXIDEX Corp | 1,347,462 | $204.5B | 2814.26% | |
| 9 | AG8Agilent Technologies Inc | 2,499,284 | $200.9B | 2765.09% | |
| 10 | WTSWatts Water Technologies Inc | 2,376,672 | $192.1B | 2643.85% | |
| 11 | PTCPTC Inc | 1,492,373 | $137.6B | 1893.48% | |
| 12 | FELEFranklin Electric Co Inc | 2,609,184 | $133.3B | 1834.79% | |
| 13 | MFS1EURWelbilt Inc | 8,064,936 | $132.1B | 1818.29% | |
| 14 | SEESealed Air Corp | 2,767,651 | $127.5B | 1754.62% | |
| 15 | ITRIItron Inc | 2,641,295 | $123.2B | 1695.96% | |
| 16 | LINLinde PLC | 638,072 | $112.3B | 1545.10% | |
| 17 | WMWaste Management Inc | 1,072,001 | $111.4B | 1533.21% | |
| 18 | TTCToro Co/The | 1,508,676 | $103.9B | 1429.50% | |
| 19 | TELTE Connectivity Ltd | 1,279,488 | $103.3B | 1422.09% | |
| 20 | IRIngersoll-Rand PLC | 951,986 | $102.8B | 1414.49% | |
| 21 | RXNEURRexnord Corp | 4,058,455 | $102.0B | 1404.35% | |
| 22 | —Aqua America Inc | 2,681,648 | $97.7B | 1345.01% | |
| 23 | APTVAptiv PLC | 1,221,075 | $97.1B | 1335.98% | |
| 24 | HNMOrmat Technologies Inc | 1,754,716 | $96.8B | 1331.99% | |
| 25 | VMIValmont Industries Inc | 735,497 | $95.7B | 1317.06% | |
| 26 | WMSAdvanced Drainage Systems Inc | 3,683,317 | $94.9B | 1306.47% | |
| 27 | JT5Mueller Water Products Inc | 9,043,045 | $90.8B | 1249.67% | |
| 28 | WRKUSDWestrock Co | 2,268,633 | $87.0B | 1197.50% | |
| 29 | RYNRayonier Inc | 2,658,856 | $83.8B | 1153.53% | |
| 30 | PWIPower Integrations Inc | 1,089,166 | $76.2B | 1048.49% | |
| 31 | WATWaters Corp | 294,287 | $74.1B | 1019.57% | |
| 32 | BMIBadger Meter Inc | 1,317,453 | $73.3B | 1008.95% | |
| 33 | SAJACia de Saneamento Basico do Es | 6,799,343 | $71.9B | 990.15% | |
| 34 | HUBBHubbell Inc | 603,911 | $71.2B | 980.68% | |
| 35 | LNNLindsay Corp | 733,391 | $71.0B | 977.04% | |
| 36 | POOLPool Corp | 401,714 | $66.3B | 912.16% | |
| 37 | LIILennox International Inc | 244,516 | $64.7B | 889.85% | |
| 38 | MSFTMicrosoft Corp | 547,052 | $64.5B | 888.04% | |
| 39 | ADSKAutodesk Inc | 408,008 | $63.6B | 875.07% | |
| 40 | —SPX FLOW Inc | 1,800,723 | $57.4B | 790.65% | |
| 41 | CLHClean Harbors Inc | 766,131 | $54.8B | 754.29% | |
| 42 | STSensata Technologies Holding P | 1,207,101 | $54.3B | 748.00% | |
| 43 | HOLIHollysys Automation Technologi | 2,591,576 | $54.3B | 746.95% | |
| 44 | PKNPerkinElmer Inc | 559,366 | $53.9B | 741.90% | |
| 45 | GNRCGenerac Holdings Inc | 1,026,151 | $52.6B | 723.58% | |
| 46 | VVisa Inc | 278,527 | $43.5B | 598.78% | |
| 47 | MMM3M Co | 205,065 | $42.6B | 586.46% | |
| 48 | DARDarling Ingredients Inc | 1,948,295 | $42.2B | 580.58% | |
| 49 | FLSFlowserve Corp | 932,087 | $42.1B | 579.11% | |
| 50 | DCIDonaldson Co Inc | 807,424 | $40.4B | 556.34% | |
| 51 | —Cantel Medical Corp | 479,188 | $32.1B | 441.18% | |
| 52 | TMOThermo Fisher Scientific Inc | 111,170 | $30.4B | 418.83% | |
| 53 | SONSonoco Products Co | 489,710 | $30.1B | 414.74% | |
| 54 | AMZNAmazon.com Inc | 16,732 | $29.8B | 410.11% | |
| 55 | AGCOAGCO Corp | 398,233 | $27.7B | 381.22% | |
| 56 | SPWRQSunPower Corp | 4,254,090 | $27.7B | 381.18% | |
| 57 | —Delphi Technologies PLC | 1,425,510 | $27.5B | 377.89% | |
| 58 | AAPLApple Inc | 142,412 | $27.1B | 372.33% | |
| 59 | BDXBecton Dickinson and Co | 107,123 | $26.8B | 368.22% | |
| 60 | SFMSprouts Farmers Market Inc | 1,217,492 | $26.2B | 360.96% | |
| 61 | SBUXStarbucks Corp | 321,541 | $23.9B | 329.00% | |
| 62 | UTLUnitil Corp | 440,258 | $23.8B | 328.26% | |
| 63 | VCTRVictory Capital Holdings Inc | 1,546,282 | $23.2B | 319.67% | |
| 64 | HTBHomeTrust Bancshares Inc | 915,936 | $23.1B | 317.70% | |
| 65 | FTVFortive Corp | 267,408 | $22.4B | 308.77% | |
| 66 | LFUSLittelfuse Inc | 121,886 | $22.2B | 306.14% | |
| 67 | —Meridian Bancorp Inc | 1,346,986 | $21.1B | 290.89% | |
| 68 | MRKMerck & Co Inc | 253,937 | $21.1B | 290.70% | |
| 69 | PGProcter & Gamble Co/The | 198,362 | $20.6B | 284.09% | |
| 70 | VOYAVoya Financial Inc | 393,537 | $19.7B | 270.62% | |
| 71 | IBMInternational Business Machine | 133,003 | $18.8B | 258.31% | |
| 72 | HDBHDFC Bank Ltd | 161,054 | $18.7B | 256.95% | |
| 73 | ICHRIchor Holdings Ltd | 820,269 | $18.5B | 254.94% | |
| 74 | GOOGAlphabet Inc | 15,375 | $18.0B | 248.30% | |
| 75 | GOOGLAlphabet Inc | 15,223 | $17.9B | 246.60% | |
| 76 | JPMJPMorgan Chase & Co | 175,818 | $17.8B | 244.97% | |
| 77 | WTMWhite Mountains Insurance Grou | 19,036 | $17.6B | 242.48% | |
| 78 | DISWalt Disney Co/The | 153,836 | $17.1B | 235.09% | |
| 79 | TAT&T Inc | 527,000 | $16.5B | 227.48% | |
| 80 | MDLZMondelez International Inc | 325,100 | $16.2B | 223.38% | |
| 81 | DYHTarget Corp | 202,118 | $16.2B | 223.28% | |
| 82 | LOWLowe's Cos Inc | 146,562 | $16.0B | 220.83% | |
| 83 | —Natus Medical Inc | 630,122 | $16.0B | 220.12% | |
| 84 | BACBank of America Corp | 577,613 | $15.9B | 219.34% | |
| 85 | OGSONE Gas Inc | 175,750 | $15.6B | 215.37% | |
| 86 | CFGCitizens Financial Group Inc | 472,287 | $15.3B | 211.26% | |
| 87 | EQIXEQUINIX INC | 33,300 | $15.1B | 207.70% | |
| 88 | CDNSCadence Design Systems Inc | 236,918 | $15.0B | 207.11% | |
| 89 | COPConocoPhillips | 220,609 | $14.7B | 202.65% | |
| 90 | CRMsalesforce.com Inc | 92,889 | $14.7B | 202.48% | |
| 91 | MCXMcCormick & Co Inc/MD | 96,349 | $14.5B | 199.76% | |
| 92 | —Wright Medical Group NV | 445,000 | $14.0B | 192.63% | |
| 93 | AQLTiShares Core MSCI EAFE ETF | 221,715 | $13.5B | 185.46% | |
| 94 | PLDPrologis Inc | 186,500 | $13.4B | 184.70% | |
| 95 | CICIGNA CORP | 78,194 | $12.6B | 173.08% | |
| 96 | PXDEURPioneer Natural Resources Co | 81,714 | $12.4B | 171.27% | |
| 97 | HUMHumana Inc | 46,664 | $12.4B | 170.85% | |
| 98 | —DowDuPont Inc | 227,600 | $12.1B | 167.00% | |
| 99 | TSMTaiwan Semiconductor Manufactu | 289,737 | $11.9B | 163.35% | |
| 100 | —Parsley Energy Inc | 606,814 | $11.7B | 161.20% |
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