Impax Asset Management Group plc Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$24.2B
Holdings
411
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (411 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 2,928,565 | $935.5B | 3866.41% | |
| 2 | AWCAmerican Water Works Co Inc | 5,261,435 | $869.8B | 3594.98% | |
| 3 | MSFTMicrosoft Corp | 2,484,521 | $766.0B | 3165.98% | |
| 4 | TRMBTrimble Inc | 9,449,679 | $680.7B | 2813.49% | |
| 5 | PNRPentair PLC | 12,404,089 | $671.5B | 2775.44% | |
| 6 | AG8Agilent Technologies Inc | 4,305,095 | $569.7B | 2354.61% | |
| 7 | APTVAptiv PLC | 4,696,667 | $562.2B | 2323.79% | |
| 8 | EQIXEquinix Inc | 661,963 | $490.9B | 2029.05% | |
| 9 | CITCintas Corp | 1,099,884 | $467.9B | 1933.80% | |
| 10 | IEXIDEX Corp | 2,394,222 | $459.0B | 1897.28% | |
| 11 | PTCPTC Inc | 4,161,858 | $447.2B | 1848.37% | |
| 12 | VRSKVerisk Analytics Inc | 1,936,610 | $415.7B | 1717.95% | |
| 13 | AMATApplied Materials Inc | 2,971,873 | $391.7B | 1618.91% | |
| 14 | URIUnited Rentals Inc | 1,081,559 | $384.2B | 1587.86% | |
| 15 | HUBBHubbell Inc | 2,051,277 | $377.0B | 1558.03% | |
| 16 | TELTE Connectivity Ltd | 2,834,783 | $371.3B | 1534.63% | |
| 17 | WMWaste Management Inc | 2,267,820 | $359.4B | 1485.64% | |
| 18 | MAMastercard Inc | 976,273 | $348.9B | 1442.04% | |
| 19 | IQVIQVIA Holdings Inc | 1,467,676 | $339.3B | 1402.54% | |
| 20 | WMSAdvanced Drainage Systems Inc | 2,796,614 | $331.4B | 1369.64% | |
| 21 | TMOThermo Fisher Scientific Inc | 550,891 | $325.4B | 1344.85% | |
| 22 | ZWSZurn Water Solutions Corp | 8,739,665 | $308.9B | 1276.67% | |
| 23 | ECLEcolab Inc | 1,746,300 | $308.3B | 1274.35% | |
| 24 | HDBHDFC Bank Ltd | 4,926,272 | $302.1B | 1248.73% | |
| 25 | DARDarling Ingredients Inc | 3,699,897 | $296.3B | 1224.64% | |
| 26 | ADSKAutodesk Inc | 1,342,416 | $287.7B | 1189.29% | |
| 27 | TTTrane Technologies PLC | 1,850,993 | $282.6B | 1168.21% | |
| 28 | ADIAnalog Devices Inc | 1,688,477 | $278.9B | 1152.74% | |
| 29 | TXNTexas Instruments Inc | 1,478,266 | $271.2B | 1121.03% | |
| 30 | WTSWatts Water Technologies Inc | 1,916,604 | $267.0B | 1103.49% | |
| 31 | CDNSCadence Design Systems Inc | 1,564,652 | $257.3B | 1063.55% | |
| 32 | WTRGEssential Utilities Inc | 5,024,265 | $256.9B | 1061.76% | |
| 33 | HNMOrmat Technologies Inc | 3,117,023 | $253.9B | 1049.43% | |
| 34 | TSMTaiwan Semiconductor Manufactu | 2,293,601 | $239.1B | 988.36% | |
| 35 | VMIValmont Industries Inc | 987,877 | $235.7B | 974.20% | |
| 36 | PKNPerkinElmer Inc | 1,335,670 | $233.0B | 963.10% | |
| 37 | AKXANSYS Inc | 726,381 | $230.7B | 953.65% | |
| 38 | RYNRayonier Inc | 5,614,628 | $230.0B | 950.62% | |
| 39 | VRTXVertex Pharmaceuticals Inc | 860,672 | $224.6B | 928.34% | |
| 40 | VVisa Inc | 1,011,690 | $224.4B | 927.31% | |
| 41 | LFUSLittelfuse Inc | 882,837 | $219.3B | 906.25% | |
| 42 | WATWaters Corp | 690,945 | $214.5B | 886.40% | |
| 43 | DEDeere & Co | 514,121 | $213.6B | 882.82% | |
| 44 | AQUAUSDEvoqua Water Technologies Corp | 4,520,029 | $212.4B | 877.67% | |
| 45 | BDXBecton Dickinson and Co | 792,669 | $210.8B | 871.47% | |
| 46 | MPWRMonolithic Power Systems Inc | 433,815 | $209.8B | 866.98% | |
| 47 | AOSA O Smith Corp | 3,274,394 | $209.2B | 864.65% | |
| 48 | ROKRockwell Automation Inc | 732,377 | $205.1B | 847.65% | |
| 49 | WRKUSDWestrock Co | 4,118,306 | $193.7B | 800.52% | |
| 50 | GNRCGenerac Holdings Inc | 654,692 | $193.7B | 800.49% | |
| 51 | SEDGSolarEdge Technologies Inc | 588,056 | $188.8B | 780.13% | |
| 52 | HRIHerc Holdings Inc | 1,134,143 | $188.6B | 779.30% | |
| 53 | DHRDanaher Corp | 613,420 | $179.9B | 743.69% | |
| 54 | JT5Mueller Water Products Inc | 13,372,812 | $172.8B | 714.11% | |
| 55 | TTCToro Co/The | 2,001,705 | $171.1B | 707.28% | |
| 56 | GPKGraphic Packaging Holding Co | 8,421,553 | $167.9B | 693.84% | |
| 57 | RGENRepligen Corp | 893,311 | $167.2B | 691.17% | |
| 58 | LIILennox International Inc | 560,449 | $143.9B | 594.84% | |
| 59 | ITRIItron Inc | 2,662,582 | $139.9B | 578.21% | |
| 60 | MTDMettler-Toledo International I | 101,550 | $139.4B | 576.35% | |
| 61 | COOCooper Cos Inc/The | 330,848 | $138.2B | 571.03% | |
| 62 | ALTREURAltair Engineering Inc | 2,153,257 | $138.0B | 570.26% | |
| 63 | CLHClean Harbors Inc | 1,232,758 | $136.4B | 563.63% | |
| 64 | AAPLApple Inc | 768,148 | $134.1B | 554.19% | |
| 65 | SRCLStericycle Inc | 2,278,281 | $133.3B | 550.97% | |
| 66 | BMIBadger Meter Inc | 1,183,046 | $117.4B | 485.12% | |
| 67 | XYLXylem Inc/NY | 1,358,584 | $115.8B | 478.75% | |
| 68 | HASIHannon Armstrong Sustainable I | 2,423,910 | $115.0B | 475.17% | |
| 69 | POOLPool Corp | 263,126 | $111.3B | 459.86% | |
| 70 | RSGRepublic Services Inc | 824,150 | $109.2B | 451.34% | |
| 71 | CWTCalifornia Water Service Group | 1,796,678 | $106.5B | 440.21% | |
| 72 | SWCHEURSwitch Inc | 3,389,070 | $103.6B | 428.37% | |
| 73 | MASMasco Corp | 2,014,979 | $102.8B | 424.74% | |
| 74 | LHCGUSDLHC Group Inc | 598,785 | $101.0B | 417.26% | |
| 75 | AZEKAZEK Co Inc/The | 3,992,711 | $98.7B | 408.01% | |
| 76 | LNNLindsay Corp | 581,933 | $91.4B | 377.64% | |
| 77 | AMZNAmazon.com Inc | 27,107 | $88.4B | 365.23% | |
| 78 | IPGPIPG Photonics Corp | 797,124 | $87.0B | 359.74% | |
| 79 | FELEFranklin Electric Co Inc | 1,037,256 | $86.1B | 356.00% | |
| 80 | SONSonoco Products Co | 1,265,592 | $79.2B | 327.24% | |
| 81 | DCIDonaldson Co Inc | 1,472,446 | $75.7B | 313.03% | |
| 82 | VRTVertiv Holdings Co | 5,342,563 | $74.8B | 309.14% | |
| 83 | IFFInternational Flavors & Fragra | 499,387 | $65.6B | 271.07% | |
| 84 | MCXMcCormick & Co Inc/MD | 649,444 | $64.8B | 267.89% | |
| 85 | GOOGLAlphabet Inc | 22,890 | $63.7B | 263.13% | |
| 86 | PGProcter & Gamble Co/The | 405,541 | $62.0B | 256.12% | |
| 87 | AGCOAGCO Corp | 357,835 | $52.3B | 215.98% | |
| 88 | SBUXStarbucks Corp | 573,524 | $52.2B | 215.64% | |
| 89 | CYRXCryoPort Inc | 1,457,916 | $50.5B | 208.76% | |
| 90 | JPMJPMorgan Chase & Co | 346,343 | $47.2B | 195.14% | |
| 91 | VOYAVoya Financial Inc | 705,576 | $46.8B | 193.49% | |
| 92 | BMYBristol-Myers Squibb Co | 631,395 | $46.1B | 190.58% | |
| 93 | CVSCVS Health Corp | 443,668 | $44.9B | 185.59% | |
| 94 | DOLEDole PLC | 3,607,573 | $44.7B | 184.89% | |
| 95 | BALLBall Corp | 492,928 | $44.4B | 183.36% | |
| 96 | GOOGAlphabet Inc | 15,197 | $42.4B | 175.43% | |
| 97 | CRMsalesforce.com Inc | 193,701 | $41.1B | 169.98% | |
| 98 | TMUST-Mobile US Inc | 311,476 | $40.0B | 165.23% | |
| 99 | LOWLowe's Cos Inc | 197,628 | $40.0B | 165.15% | |
| 100 | MRKMerck & Co Inc | 480,983 | $39.5B | 163.11% |
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