Impax Asset Management Group plc Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$23.9B

Holdings

391

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (391 positions)

StockValue
LINLinde PLC
$1.1B
MSFTMicrosoft Corp
$911.0M
AWCAmerican Water Works Co Inc
$831.0M
PNRPentair PLC
$704.0M
CITCintas Corp
$576.0M
APTVAptiv PLC
$576.0M
TRMBTrimble Inc
$544.0M
IEXIDEX Corp
$459.0M
AG8Agilent Technologies Inc
$428.0M
WMWaste Management Inc
$421.0M
TELTE Connectivity Ltd
$414.0M
MAMastercard Inc
$399.0M
URIUnited Rentals Inc
$363.0M
BSXBoston Scientific Corp
$348.0M
IQVIQVIA Holdings Inc
$343.0M
AMATApplied Materials Inc
$332.0M
RSGRepublic Services Inc
$329.0M
WTSWatts Water Technologies Inc
$329.0M
HDBHDFC Bank Ltd
$327.0M
CDNSCadence Design Systems Inc
$325.0M
ADIAnalog Devices Inc
$303.0M
AKXANSYS Inc
$298.0M
WMSAdvanced Drainage Systems Inc
$297.0M
AOSA O Smith Corp
$277.0M
DHRDanaher Corp
$275.0M
VVisa Inc
$273.0M
TTTrane Technologies PLC
$254.0M
ADSKAutodesk Inc
$253.0M
ZWSZurn Elkay Water Solutions Cor
$245.0M
TXNTexas Instruments Inc
$244.0M
DARDarling Ingredients Inc
$240.0M
LFUSLittelfuse Inc
$240.0M
VRTXVertex Pharmaceuticals Inc
$239.0M
HUBBHubbell Inc
$234.0M
PTCPTC Inc
$224.0M
WATWaters Corp
$215.0M
GPKGraphic Packaging Holding Co
$207.0M
IFFInternational Flavors & Fragra
$206.0M
JT5Mueller Water Products Inc
$204.0M
DEDeere & Co
$198.0M
VMIValmont Industries Inc
$197.0M
RYNRayonier Inc
$192.0M
ECLEcolab Inc
$188.0M
MPWRMonolithic Power Systems Inc
$188.0M
HNMOrmat Technologies Inc
$178.0M
AAPLApple Inc
$176.0M
SAJACia de Saneamento Basico do Es
$171.0M
COOCooper Cos Inc/The
$170.0M
WRKUSDWestrock Co
$160.0M
LIILennox International Inc
$159.0M
ALTREURAltair Engineering Inc
$155.0M
SEDGSolarEdge Technologies Inc
$152.0M
MASMasco Corp
$151.0M
ROKRockwell Automation Inc
$146.0M
RGENRepligen Corp
$145.0M
SITESiteOne Landscape Supply Inc
$143.0M
GLGlobe Life Inc
$143.0M
CCKCrown Holdings Inc
$142.0M
SRCLStericycle Inc
$127.0M
BMIBadger Meter Inc
$126.0M
XYLXylem Inc/NY
$126.0M
GNRCGenerac Holdings Inc
$123.0M
CLHClean Harbors Inc
$120.0M
AQUAUSDEvoqua Water Technologies Corp
$113.0M
KLACKLA Corp
$94.0M
FELEFranklin Electric Co Inc
$93.0M
BDXBecton Dickinson & Co
$91.0M
CWTCalifornia Water Service Group
$88.0M
GOOGLAlphabet Inc
$88.0M
DCIDonaldson Co Inc
$87.0M
MRKMerck & Co Inc
$81.0M
MCXMcCormick & Co Inc/MD
$80.0M
DISWalt Disney Co/The
$78.0M
VRTVertiv Holdings Co
$77.0M
CGNXCognex Corp
$77.0M
VOYAVoya Financial Inc
$76.0M
AZEKAZEK Co Inc/The
$73.0M
AMZNAmazon.com Inc
$73.0M
HRIHerc Holdings Inc
$72.0M
SONSonoco Products Co
$69.0M
CRMSalesforce Inc
$66.0M
JPMJPMorgan Chase & Co
$64.0M
CVSCVS Health Corp
$63.0M
PGProcter & Gamble Co/The
$63.0M
SBUXStarbucks Corp
$62.0M
LOWLowe's Cos Inc
$60.0M
CYRXCryoPort Inc
$60.0M
ACNAccenture PLC
$60.0M
TMUST-Mobile US Inc
$56.0M
GOOGAlphabet Inc
$55.0M
AGCOAGCO Corp
$55.0M
BALLBall Corp
$54.0M
TREXTrex Co Inc
$53.0M
CFGCitizens Financial Group Inc
$52.0M
DOLEDole PLC
$51.0M
CSLCarlisle Cos Inc
$50.0M
PNCPNC Financial Services Group I
$50.0M
DYHTarget Corp
$49.0M
SYYSysco Corp
$48.0M
BMYBristol-Myers Squibb Co
$47.0M
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