Impax Asset Management Group plc Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$7.5B
Holdings
273
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (273 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYLXylem Inc/NY | 4,503,978 | $292.8B | 3895.96% | |
| 2 | AWCAmerican Water Works Co Inc | 2,416,355 | $288.3B | 3836.18% | |
| 3 | TRMBTrimble Inc | 9,007,689 | $286.2B | 3808.13% | |
| 4 | IEXIDEX Corp | 1,896,630 | $261.9B | 3485.57% | |
| 5 | PNRPentair PLC | 8,321,542 | $247.1B | 3287.69% | |
| 6 | AG8Agilent Technologies Inc | 3,049,122 | $218.4B | 2905.86% | |
| 7 | ECLEcolab Inc | 1,307,293 | $203.7B | 2710.74% | |
| 8 | DHRDanaher Corp | 1,389,048 | $192.3B | 2558.29% | |
| 9 | LINLinde PLC | 896,633 | $155.1B | 2064.08% | |
| 10 | PTCPTC Inc | 2,488,570 | $151.6B | 2016.89% | |
| 11 | MSFTMicrosoft Corp | 816,556 | $128.8B | 1713.60% | |
| 12 | FELEFranklin Electric Co Inc | 2,730,676 | $128.1B | 1705.10% | |
| 13 | RYNRayonier Inc | 5,359,275 | $125.4B | 1668.72% | |
| 14 | ITRIItron Inc | 2,211,024 | $123.0B | 1637.08% | |
| 15 | EQIXEquinix Inc | 195,803 | $122.3B | 1627.30% | |
| 16 | RXNEURRexnord Corp | 4,891,565 | $110.9B | 1475.59% | |
| 17 | ADSKAutodesk Inc | 704,040 | $109.9B | 1462.40% | |
| 18 | VMIValmont Industries Inc | 1,011,827 | $107.2B | 1426.90% | |
| 19 | WMWaste Management Inc | 1,120,575 | $103.7B | 1380.15% | |
| 20 | HNMOrmat Technologies Inc | 1,503,487 | $101.1B | 1345.36% | |
| 21 | WTRGEssential Utilities Inc | 2,457,525 | $100.0B | 1330.93% | |
| 22 | DARDarling Ingredients Inc | 5,093,134 | $97.1B | 1292.05% | |
| 23 | TTCToro Co/The | 1,471,345 | $95.8B | 1274.37% | |
| 24 | MTDMettler-Toledo International I | 138,454 | $95.6B | 1272.16% | |
| 25 | JT5Mueller Water Products Inc | 11,628,376 | $93.1B | 1239.41% | |
| 26 | PKNPerkinElmer Inc | 1,220,393 | $91.9B | 1222.49% | |
| 27 | WRKUSDWestrock Co | 3,216,958 | $90.9B | 1209.71% | |
| 28 | APTVAptiv PLC | 1,826,142 | $89.9B | 1196.51% | |
| 29 | WMSAdvanced Drainage Systems Inc | 2,989,315 | $87.7B | 1166.70% | |
| 30 | TELTE Connectivity Ltd | 1,369,534 | $86.3B | 1147.73% | |
| 31 | WTSWatts Water Technologies Inc | 1,017,258 | $85.8B | 1142.02% | |
| 32 | BMIBadger Meter Inc | 1,574,660 | $84.1B | 1119.23% | |
| 33 | TTTrane Technologies PLC | 966,997 | $79.9B | 1062.71% | |
| 34 | WATWaters Corp | 438,344 | $79.8B | 1061.88% | |
| 35 | GNRCGenerac Holdings Inc | 862,462 | $79.8B | 1061.29% | |
| 36 | HUBBHubbell Inc | 671,960 | $77.1B | 1025.95% | |
| 37 | AKXANSYS Inc | 328,248 | $76.3B | 1015.40% | |
| 38 | SAJACia de Saneamento Basico do Es | 9,632,567 | $70.8B | 942.49% | |
| 39 | LFUSLittelfuse Inc | 522,542 | $69.3B | 921.73% | |
| 40 | —SPX FLOW Inc | 2,379,811 | $67.6B | 899.97% | |
| 41 | POOLPool Corp | 339,513 | $66.8B | 888.96% | |
| 42 | ROKRockwell Automation Inc | 434,547 | $65.6B | 872.60% | |
| 43 | IQVIQVIA Holdings Inc | 558,570 | $60.2B | 801.68% | |
| 44 | TMOThermo Fisher Scientific Inc | 209,703 | $59.5B | 791.37% | |
| 45 | LNNLindsay Corp | 634,483 | $58.1B | 773.19% | |
| 46 | VVisa Inc | 360,305 | $58.1B | 772.47% | |
| 47 | STSensata Technologies Holding P | 1,996,065 | $57.3B | 762.49% | |
| 48 | MFS1EURWelbilt Inc | 11,092,966 | $56.7B | 754.18% | |
| 49 | HDBHDFC Bank Ltd | 1,463,765 | $56.3B | 749.11% | |
| 50 | LIILennox International Inc | 305,360 | $55.2B | 734.24% | |
| 51 | CLHClean Harbors Inc | 980,377 | $49.7B | 661.84% | |
| 52 | ALTREURAltair Engineering Inc | 1,822,273 | $47.9B | 637.52% | |
| 53 | SEESealed Air Corp | 1,932,480 | $47.8B | 635.41% | |
| 54 | MAMastercard Inc | 179,842 | $43.4B | 578.08% | |
| 55 | DEDeere & Co | 306,641 | $42.4B | 563.75% | |
| 56 | CDNSCadence Design Systems Inc | 613,529 | $40.5B | 539.14% | |
| 57 | GRFSGrifols SA | 2,009,073 | $40.5B | 538.42% | |
| 58 | SEDGSolarEdge Technologies Inc | 470,520 | $38.3B | 509.63% | |
| 59 | IPGPIPG Photonics Corp | 335,372 | $37.0B | 492.14% | |
| 60 | DCIDonaldson Co Inc | 954,922 | $36.5B | 485.44% | |
| 61 | ALXNAlexion Pharmaceuticals Inc | 395,440 | $35.5B | 472.48% | |
| 62 | BDXBecton Dickinson and Co | 138,584 | $31.8B | 423.71% | |
| 63 | PGProcter & Gamble Co/The | 280,988 | $30.9B | 411.29% | |
| 64 | TSMTaiwan Semiconductor Manufactu | 642,082 | $30.7B | 408.31% | |
| 65 | AOSAO Smith Corp | 787,826 | $29.8B | 396.38% | |
| 66 | SFMSprouts Farmers Market Inc | 1,593,828 | $29.6B | 394.26% | |
| 67 | AMZNAmazon.com Inc | 13,238 | $25.8B | 343.44% | |
| 68 | VOYAVoya Financial Inc | 633,044 | $25.7B | 341.58% | |
| 69 | BACVerizon Communications Inc | 469,398 | $25.2B | 335.60% | |
| 70 | AAPLApple Inc | 96,795 | $24.6B | 327.53% | |
| 71 | AQUAUSDEvoqua Water Technologies Corp | 2,053,684 | $23.0B | 306.34% | |
| 72 | MRKMerck & Co Inc | 292,968 | $22.5B | 299.94% | |
| 73 | SBUXStarbucks Corp | 342,382 | $22.5B | 299.50% | |
| 74 | SONSonoco Products Co | 452,000 | $20.9B | 278.77% | |
| 75 | FLSFlowserve Corp | 873,804 | $20.9B | 277.77% | |
| 76 | CRMsalesforce.com Inc | 143,694 | $20.7B | 275.30% | |
| 77 | ACNAccenture PLC | 120,615 | $19.7B | 262.03% | |
| 78 | BMYBristol-Myers Squibb Co | 350,880 | $19.6B | 260.25% | |
| 79 | MDTMedtronic PLC | 210,683 | $19.0B | 252.81% | |
| 80 | HOLIHollysys Automation Technologi | 1,390,077 | $17.8B | 236.75% | |
| 81 | VCTRVictory Capital Holdings Inc | 1,029,984 | $16.9B | 224.23% | |
| 82 | CICigna Corp | 92,294 | $16.4B | 217.60% | |
| 83 | MDLZMondelez International Inc | 325,100 | $16.3B | 216.64% | |
| 84 | GOOGAlphabet Inc | 13,975 | $16.3B | 216.23% | |
| 85 | LOWLowe's Cos Inc | 188,423 | $16.2B | 215.75% | |
| 86 | GOOGLAlphabet Inc | 13,923 | $16.2B | 215.27% | |
| 87 | DISWalt Disney Co/The | 161,963 | $15.6B | 208.19% | |
| 88 | AGCOAGCO Corp | 329,543 | $15.6B | 207.20% | |
| 89 | RGENRepligen Corp | 163,100 | $15.6B | 207.09% | |
| 90 | DYHTarget Corp | 164,350 | $15.3B | 203.32% | |
| 91 | AMATApplied Materials Inc | 329,742 | $15.1B | 201.05% | |
| 92 | HTBHomeTrust Bancshares Inc | 937,936 | $14.9B | 198.69% | |
| 93 | TMUST-Mobile US Inc | 172,700 | $14.5B | 192.81% | |
| 94 | BACBank of America Corp | 673,137 | $14.3B | 190.16% | |
| 95 | UPSUnited Parcel Service Inc | 152,200 | $14.2B | 189.21% | |
| 96 | —Natus Medical Inc | 567,612 | $13.1B | 174.70% | |
| 97 | GPKGraphic Packaging Holding Co | 1,075,000 | $13.1B | 174.52% | |
| 98 | —Meridian Bancorp Inc | 1,149,930 | $12.9B | 171.68% | |
| 99 | VMCVulcan Materials Co | 116,300 | $12.6B | 167.25% | |
| 100 | BLKCHFBlackRock Inc | 28,500 | $12.5B | 166.85% |
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