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
SWKStanley Black & Decker Inc
$23.3M
PANWPalo Alto Networks Inc
$22.9M
CLColgate-Palmolive Co
$22.5M
VENVentas Inc
$21.3M
DOLEDole PLC
$20.6M
ROIVRoivant Sciences Ltd
$20.2M
MIDDMiddleby Corp/The
$20.1M
AVTRAvantor Inc
$19.9M
USFDUS Foods Holding Corp
$19.6M
ABTAbbott Laboratories
$19.6M
ULTAUlta Beauty Inc
$19.5M
CFGCitizens Financial Group Inc
$19.5M
HHHHoward Hughes Holdings Inc
$19.5M
AVGOBroadcom Inc
$18.2M
CMGChipotle Mexican Grill Inc
$17.9M
SEESealed Air Corp
$16.6M
COOCooper Cos Inc/The
$16.5M
UBERUber Technologies Inc
$14.8M
CNHICNH Industrial NV
$14.7M
INTUIntuit Inc
$14.6M
IPInternational Paper Co
$13.8M
BJBJ's Wholesale Club Holdings I
$13.7M
PLNTPlanet Fitness Inc
$13.5M
PCRXPacira BioSciences Inc
$13.4M
KEYKeyCorp
$13.4M
PAHUSDElement Solutions Inc
$13.4M
EBCEastern Bankshares Inc
$13.4M
TRVCCitigroup Inc
$12.8M
EXTRExtreme Networks Inc
$12.6M
ELVElevance Health Inc
$12.5M
HCATHealth Catalyst Inc
$12.5M
NSZNetScout Systems Inc
$12.2M
PBVPrestige Consumer Healthcare I
$11.6M
NFLXNetflix Inc
$11.4M
AGCOAGCO Corp
$11.4M
NBIXNeurocrine Biosciences Inc
$11.1M
WHWyndham Hotels & Resorts Inc
$10.9M
JNJJohnson & Johnson
$10.8M
SIBNSI-BONE Inc
$10.8M
MMSIMerit Medical Systems Inc
$10.6M
ACNAccenture PLC
$10.4M
FERGFerguson Enterprises Inc
$10.4M
EMREmerson Electric Co
$10.3M
EIXEdison International
$10.3M
OTISOtis Worldwide Corp
$10.0M
HUBSHubSpot Inc
$9.6M
KOCoca-Cola Co/The
$9.5M
CSCOCisco Systems Inc
$9.1M
CIENCiena Corp
$9.1M
ONTOOnto Innovation Inc
$9.0M
SMPLSimply Good Foods Co/The
$8.9M
WKWorkiva Inc
$8.6M
KELKellanova
$8.4M
GISGeneral Mills Inc
$8.3M
ENOVEnovis Corp
$8.0M
BMYBristol-Myers Squibb Co
$8.0M
INSPInspire Medical Systems Inc
$8.0M
LNNLindsay Corp
$7.9M
TTGTTechTarget Inc
$7.8M
NPOEnpro Inc
$7.8M
ADCAgree Realty Corp
$7.7M
FITBFifth Third Bancorp
$7.7M
WSCWillScot Holdings Corp
$7.6M
TRNOTerreno Realty Corp
$7.6M
MRUSMerus NV
$7.6M
ALVAutoliv Inc
$7.5M
HRHealthcare Realty Trust Inc
$7.4M
PNFPPinnacle Financial Partners In
$7.4M
CMICummins Inc
$7.4M
LYFTLyft Inc
$7.1M
CYTKCytokinetics Inc
$7.0M
MITKMitek Systems Inc
$7.0M
CAHCardinal Health Inc
$6.9M
MARMarriott International Inc/MD
$6.9M
COLMColumbia Sportswear Co
$6.9M
WTWWillis Towers Watson PLC
$6.8M
TRSTriMas Corp
$6.8M
CRMSalesforce Inc
$6.7M
CWSTCasella Waste Systems Inc
$6.7M
EXPEExpedia Group Inc
$6.7M
MSAMSA Safety Inc
$6.6M
DYDycom Industries Inc
$6.6M
CDWCDW Corp/DE
$6.5M
BBYBest Buy Co Inc
$6.4M
NXQuanex Building Products Corp
$6.3M
ACAArcosa Inc
$6.2M
ARRYArray Technologies Inc
$6.1M
ATENA10 Networks Inc
$5.9M
GTESGates Industrial Corp PLC
$5.8M
FRPTFreshpet Inc
$5.8M
OMCOmnicom Group Inc
$5.8M
LULULululemon Athletica Inc
$5.7M
VITLVital Farms Inc
$5.6M
RIVNRivian Automotive Inc
$5.6M
TVTXTravere Therapeutics Inc
$5.4M
GOOGAlphabet Inc
$5.2M
TSMTaiwan Semiconductor Manufactu
$5.1M
BIIBBiogen Inc
$4.9M
LIILennox International Inc
$4.9M
METMetLife Inc
$4.8M
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