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)

StockValue
LLYEli Lilly & Co
$2.0M
CECelanese Corp
$2.0M
MDTMedtronic PLC
$2.0M
LHLaboratory Corp of America Hol
$1.9M
RPREALPAGE INC
$1.8M
ACNAccenture PLC
$1.8M
COLMCOLUMBIA SPORTSW
$1.7M
CXOEURConcho Resources Inc
$1.7M
MASMasco Corp
$1.6M
DATATableau Software Inc
$1.5M
RLJ 1.95 PERP ARLJ LODGING TR
$1.5M
EXPDExpeditors International of Wa
$1.4M
LWLamb Weston Holdings Inc
$1.4M
UPSUnited Parcel Service Inc
$1.2M
NOWSERVICENOW INC
$1.2M
ELVAnthem Inc
$1.2M
USBUS Bancorp
$1.2M
SCISERVICE CORP INT
$1.1M
CVSCVS Health Corp
$1.1M
SYKStryker Corp
$1.1M
TJXTJX Cos Inc/The
$1.1M
CTXSEURCitrix Systems Inc
$1.0M
TWTRUSDTwitter Inc
$939K
DDominion Energy Inc
$921K
PNCPNC Financial Services Group I
$917K
CLColgate-Palmolive Co
$902K
WBAWalgreens Boots Alliance Inc
$852K
SPGIS&P Global Inc
$846K
OXYOccidental Petroleum Corp
$808K
VRTXVertex Pharmaceuticals Inc
$767K
AAAlcoa Corp
$704K
KMBKimberly-Clark Corp
$687K
PSXPhillips 66
$678K
PGRProgressive Corp/The
$672K
AONAon PLC
$670K
AEPAmerican Electric Power Co Inc
$661K
AIGAMERICAN INTERNA
$612K
FDO.FMacy's Inc
$602K
MARMarriott International Inc/MD
$598K
TRVTravelers Cos Inc/The
$586K
VLOValero Energy Corp
$582K
EBAeBay Inc
$558K
ALSAllstate Corp/The
$525K
DGDollar General Corp
$505K
GISGeneral Mills Inc
$495K
7HPHP Inc
$491K
CHAPARRAL ENER-A
$475K
MCKMcKesson Corp
$450K
EDConsolidated Edison Inc
$426K
STTSTATE ST CORP
$400K
CMICummins Inc
$399K
DFSEURDiscover Financial Services
$394K
HLTHilton Worldwide Holdings Inc
$381K
WTWWillis Towers Watson PLC
$367K
HPEHewlett Packard Enterprise Co
$365K
XYZSQUARE INC - A
$363K
SYFSynchrony Financial
$359K
ORealty Income Corp
$343K
SWKStanley Black & Decker Inc
$340K
CLXClorox Co/The
$331K
TSNTyson Foods Inc
$329K
EIXEdison International
$324K
KRKroger Co/The
$313K
IDXXIDEXX Laboratories Inc
$309K
MSCIMSCI Inc
$301K
HIGHartford Financial Services Gr
$287K
ETREntergy Corp
$283K
OMCOmnicom Group Inc
$262K
FRCBFirst Republic Bank/CA
$261K
EVRGEVERGY INC
$255K
CMSCMS Energy Corp
$252K
CAHCardinal Health Inc
$238K
CDWCDW Corp/DE
$237K
AMTTD AMERITRADE HO
$228K
HSTHost Hotels & Resorts Inc
$224K
HBANHUNTINGTON BANC
$223K
VAREURVarian Medical Systems Inc
$219K
HOLXHologic Inc
$214K
LNCLincoln National Corp
$204K
DGXQuest Diagnostics Inc
$202K
CMACOMERICA INC
$201K
CTLEURCenturyLink Inc
$186K
AMZNAmazon.com Inc
$30K
GOOGAlphabet Inc
$18K
GOOGLAlphabet Inc
$18K
WTMWhite Mountains Insurance Grou
$18K
YUSDAlleghany Corp
$3K
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