Impax Asset Management Group plc Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$16.6B

Holdings

295

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (295 positions)

StockValue
LINLinde PLC
$834.3M
MSFTMicrosoft Corp
$691.7M
XYLXylem Inc/NY
$576.2M
NVDANVIDIA Corp
$456.4M
PNRPentair PLC
$433.8M
VLTOVeralto Corp
$381.7M
IEXIDEX Corp
$363.2M
WMWaste Management Inc
$349.7M
AG8Agilent Technologies Inc
$343.0M
AWCAmerican Water Works Co Inc
$340.7M
AOSA O Smith Corp
$339.1M
WMSAdvanced Drainage Systems Inc
$314.7M
HUBBHubbell Inc
$303.4M
TELTE Connectivity PLC
$273.8M
KLACKLA Corp
$264.3M
RNRRenaissanceRe Holdings Ltd
$262.5M
EBAeBay Inc
$239.0M
AMATApplied Materials Inc
$230.9M
MRVLMarvell Technology Inc
$227.0M
MTDMettler-Toledo International I
$226.1M
WTSWatts Water Technologies Inc
$225.6M
SNPSSynopsys Inc
$207.2M
CARRCarrier Global Corp
$207.0M
TXNTexas Instruments Inc
$201.9M
APTVAptiv PLC
$196.9M
CITCintas Corp
$194.9M
SAJACia de Saneamento Basico do Es
$193.0M
CHEChemed Corp
$185.6M
RSGRepublic Services Inc
$174.2M
AKXANSYS Inc
$171.8M
ADSKAutodesk Inc
$165.2M
ECLEcolab Inc
$158.5M
WATWaters Corp
$156.6M
HNMOrmat Technologies Inc
$156.2M
MASMasco Corp
$156.1M
CNMCore & Main Inc
$155.0M
UNPUnion Pacific Corp
$154.8M
PTCPTC Inc
$147.9M
TRMBTrimble Inc
$147.7M
BSXBoston Scientific Corp
$146.4M
RYNRayonier Inc
$144.7M
ACMAECOM
$139.4M
MAMastercard Inc
$138.3M
ORCLOracle Corp
$137.3M
VVisa Inc
$133.8M
ZWSZurn Elkay Water Solutions Cor
$132.5M
CDNSCadence Design Systems Inc
$128.7M
APHAmphenol Corp
$128.0M
SITESiteOne Landscape Supply Inc
$122.8M
MPWRMonolithic Power Systems Inc
$120.1M
LFUSLittelfuse Inc
$110.6M
MRSHMarsh & McLennan Cos Inc
$106.4M
GNRCGenerac Holdings Inc
$105.0M
TTTrane Technologies PLC
$103.8M
RGENRepligen Corp
$101.5M
JT5Mueller Water Products Inc
$100.9M
WCNWaste Connections Inc
$99.6M
TMOThermo Fisher Scientific Inc
$95.0M
BSYBentley Systems Inc
$94.3M
CLHClean Harbors Inc
$94.0M
AAPLApple Inc
$92.2M
VMIValmont Industries Inc
$88.8M
DARDarling Ingredients Inc
$86.1M
VOYAVoya Financial Inc
$86.0M
ADIAnalog Devices Inc
$81.9M
GPKGraphic Packaging Holding Co
$80.8M
FELEFranklin Electric Co Inc
$79.2M
DHRDanaher Corp
$77.3M
GOOGLAlphabet Inc
$76.2M
CGNXCognex Corp
$72.1M
HDBHDFC Bank Ltd
$68.5M
AZEKAZEK Co Inc/The
$66.4M
CFRCullen/Frost Bankers Inc
$64.4M
ISRGIntuitive Surgical Inc
$62.6M
NOWServiceNow Inc
$60.6M
DCIDonaldson Co Inc
$58.1M
TREXTrex Co Inc
$52.8M
NVTnVent Electric PLC
$51.7M
LLYEli Lilly & Co
$50.7M
MCXMcCormick & Co Inc/MD
$45.1M
JPMJPMorgan Chase & Co
$44.3M
ZTSZoetis Inc
$41.7M
PGProcter & Gamble Co/The
$41.2M
AMZNAmazon.com Inc
$40.9M
DISWalt Disney Co/The
$39.6M
VRTVertiv Holdings Co
$38.4M
PGRProgressive Corp/The
$37.9M
AAONAAON Inc
$36.2M
VCTRVictory Capital Holdings Inc
$36.2M
MRKMerck & Co Inc
$35.8M
GILDGilead Sciences Inc
$31.8M
CSLCarlisle Cos Inc
$29.5M
LGNDLigand Pharmaceuticals Inc
$29.5M
AMTAmerican Tower Corp
$28.5M
AAMIAcadian Asset Management Inc
$28.4M
PLDPrologis Inc
$27.9M
CMECME Group Inc
$27.2M
SBUXStarbucks Corp
$25.8M
CVSCVS Health Corp
$25.7M
BALLBall Corp
$25.0M
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