Impax Asset Management Group plc Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$9.7T
Holdings
277
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AWCAmerican Water Works Co Inc | 2,903,852 | $373.6B | 3.83% | |
| 2 | XYLXylem Inc/NY | 5,480,687 | $356.0B | 3.65% | |
| 3 | TRMBTrimble Inc | 8,096,781 | $349.7B | 3.59% | |
| 4 | PNRPentair PLC | 8,420,408 | $319.9B | 3.28% | |
| 5 | IEXIDEX Corp | 2,007,816 | $317.3B | 3.26% | |
| 6 | ECLEcolab Inc | 1,485,971 | $295.6B | 3.03% | |
| 7 | AG8Agilent Technologies Inc | 3,083,970 | $272.5B | 2.80% | |
| 8 | LINLinde PLC | 1,227,687 | $260.4B | 2.67% | |
| 9 | DHRDanaher Corp | 1,295,332 | $229.1B | 2.35% | |
| 10 | PTCPTC Inc | 2,581,962 | $200.9B | 2.06% | |
| 11 | MSFTMicrosoft Corp | 876,075 | $178.3B | 1.83% | |
| 12 | APTVAptiv PLC | 2,167,556 | $168.9B | 1.73% | |
| 13 | EQIXEquinix Inc | 234,772 | $164.9B | 1.69% | |
| 14 | WMSAdvanced Drainage Systems Inc | 3,137,756 | $155.0B | 1.59% | |
| 15 | RYNRayonier Inc | 6,159,432 | $152.7B | 1.57% | |
| 16 | ADSKAutodesk Inc | 633,483 | $151.5B | 1.55% | |
| 17 | ITRIItron Inc | 2,213,335 | $146.6B | 1.50% | |
| 18 | WMWaste Management Inc | 1,382,818 | $146.5B | 1.50% | |
| 19 | DARDarling Ingredients Inc | 5,859,117 | $144.3B | 1.48% | |
| 20 | FELEFranklin Electric Co Inc | 2,738,412 | $143.8B | 1.48% | |
| 21 | RXNEURRexnord Corp | 4,566,308 | $133.1B | 1.37% | |
| 22 | MTDMettler-Toledo International I | 163,313 | $131.6B | 1.35% | |
| 23 | WTRGEssential Utilities Inc | 2,947,545 | $124.5B | 1.28% | |
| 24 | SAJACia de Saneamento Basico do Es | 11,577,068 | $121.7B | 1.25% | |
| 25 | PKNPerkinElmer Inc | 1,220,393 | $119.7B | 1.23% | |
| 26 | VMIValmont Industries Inc | 1,041,027 | $118.3B | 1.21% | |
| 27 | TELTE Connectivity Ltd | 1,430,341 | $116.6B | 1.20% | |
| 28 | TTCToro Co/The | 1,742,100 | $115.6B | 1.19% | |
| 29 | HNMOrmat Technologies Inc | 1,799,238 | $114.2B | 1.17% | |
| 30 | WTSWatts Water Technologies Inc | 1,387,968 | $112.4B | 1.15% | |
| 31 | GNRCGenerac Holdings Inc | 918,908 | $112.0B | 1.15% | |
| 32 | JT5Mueller Water Products Inc | 11,628,376 | $109.7B | 1.13% | |
| 33 | LFUSLittelfuse Inc | 608,029 | $103.7B | 1.06% | |
| 34 | VRSKVerisk Analytics Inc | 588,431 | $100.2B | 1.03% | |
| 35 | BMIBadger Meter Inc | 1,579,949 | $99.4B | 1.02% | |
| 36 | HUBBHubbell Inc | 790,203 | $99.1B | 1.02% | |
| 37 | AKXANSYS Inc | 338,427 | $98.7B | 1.01% | |
| 38 | DEDeere & Co | 608,681 | $95.7B | 0.98% | |
| 39 | TTTrane Technologies PLC | 1,024,886 | $91.2B | 0.94% | |
| 40 | IQVIQVIA Holdings Inc | 638,231 | $90.6B | 0.93% | |
| 41 | WRKUSDWestrock Co | 3,188,465 | $90.1B | 0.92% | |
| 42 | —SPX FLOW Inc | 2,379,811 | $89.1B | 0.91% | |
| 43 | WATWaters Corp | 449,564 | $81.1B | 0.83% | |
| 44 | POOLPool Corp | 291,210 | $79.2B | 0.81% | |
| 45 | CLHClean Harbors Inc | 1,292,867 | $77.5B | 0.80% | |
| 46 | ROKRockwell Automation Inc | 361,358 | $77.0B | 0.79% | |
| 47 | ALTREURAltair Engineering Inc | 1,914,975 | $76.1B | 0.78% | |
| 48 | VVisa Inc | 379,536 | $73.3B | 0.75% | |
| 49 | HDBHDFC Bank Ltd | 1,591,973 | $72.4B | 0.74% | |
| 50 | TMOThermo Fisher Scientific Inc | 199,036 | $72.1B | 0.74% | |
| 51 | LIILennox International Inc | 308,642 | $71.9B | 0.74% | |
| 52 | SEDGSolarEdge Technologies Inc | 505,609 | $70.2B | 0.72% | |
| 53 | MAMastercard Inc | 232,245 | $68.7B | 0.70% | |
| 54 | CDNSCadence Design Systems Inc | 644,154 | $61.8B | 0.63% | |
| 55 | MFS1EURWelbilt Inc | 9,826,146 | $59.8B | 0.61% | |
| 56 | LNNLindsay Corp | 634,483 | $58.5B | 0.60% | |
| 57 | STSensata Technologies Holding P | 1,509,983 | $56.2B | 0.58% | |
| 58 | IPGPIPG Photonics Corp | 343,229 | $55.0B | 0.56% | |
| 59 | AQUAUSDEvoqua Water Technologies Corp | 2,953,948 | $54.9B | 0.56% | |
| 60 | ALXNAlexion Pharmaceuticals Inc | 481,431 | $54.0B | 0.55% | |
| 61 | DCIDonaldson Co Inc | 1,009,657 | $47.0B | 0.48% | |
| 62 | TSMTaiwan Semiconductor Manufactu | 817,591 | $46.4B | 0.48% | |
| 63 | BDXBecton Dickinson and Co | 190,297 | $45.5B | 0.47% | |
| 64 | GRFSGrifols SA | 2,327,472 | $42.5B | 0.44% | |
| 65 | PGProcter & Gamble Co/The | 298,431 | $35.7B | 0.37% | |
| 66 | RGENRepligen Corp | 288,596 | $35.7B | 0.37% | |
| 67 | AAPLApple Inc | 96,795 | $35.3B | 0.36% | |
| 68 | VOYAVoya Financial Inc | 678,172 | $31.6B | 0.32% | |
| 69 | CWTCalifornia Water Service Group | 658,697 | $31.4B | 0.32% | |
| 70 | AMZNAmazon.com Inc | 10,438 | $28.8B | 0.30% | |
| 71 | BACVerizon Communications Inc | 472,364 | $26.0B | 0.27% | |
| 72 | SBUXStarbucks Corp | 352,718 | $26.0B | 0.27% | |
| 73 | LOWLowe's Cos Inc | 188,779 | $25.5B | 0.26% | |
| 74 | SONSonoco Products Co | 477,000 | $24.9B | 0.26% | |
| 75 | ACNAccenture PLC | 115,670 | $24.8B | 0.25% | |
| 76 | CRMsalesforce.com Inc | 122,048 | $22.9B | 0.23% | |
| 77 | MRKMerck & Co Inc | 292,968 | $22.7B | 0.23% | |
| 78 | SEESealed Air Corp | 646,820 | $21.2B | 0.22% | |
| 79 | BMYBristol-Myers Squibb Co | 350,880 | $20.6B | 0.21% | |
| 80 | TMUST-Mobile US Inc | 192,400 | $20.0B | 0.21% | |
| 81 | DYHTarget Corp | 164,607 | $19.7B | 0.20% | |
| 82 | MDTMedtronic PLC | 211,632 | $19.4B | 0.20% | |
| 83 | UPSUnited Parcel Service Inc | 172,300 | $19.2B | 0.20% | |
| 84 | AGCOAGCO Corp | 342,393 | $19.0B | 0.19% | |
| 85 | MCXMcCormick & Co Inc/MD | 103,803 | $18.6B | 0.19% | |
| 86 | MDLZMondelez International Inc | 360,100 | $18.4B | 0.19% | |
| 87 | GPKGraphic Packaging Holding Co | 1,310,000 | $18.3B | 0.19% | |
| 88 | VCTRVictory Capital Holdings Inc | 1,063,234 | $18.3B | 0.19% | |
| 89 | AMATApplied Materials Inc | 299,642 | $18.1B | 0.19% | |
| 90 | GOOGLAlphabet Inc | 12,723 | $18.0B | 0.19% | |
| 91 | GOOGAlphabet Inc | 12,675 | $17.9B | 0.18% | |
| 92 | CICigna Corp | 92,294 | $17.3B | 0.18% | |
| 93 | FISVFiserv Inc | 164,000 | $16.0B | 0.16% | |
| 94 | HTBHomeTrust Bancshares Inc | 937,936 | $15.0B | 0.15% | |
| 95 | SFMSprouts Farmers Market Inc | 570,710 | $14.6B | 0.15% | |
| 96 | PLDPrologis Inc | 153,500 | $14.3B | 0.15% | |
| 97 | XLNXEURXilinx Inc | 144,600 | $14.2B | 0.15% | |
| 98 | BACBank of America Corp | 594,622 | $14.1B | 0.14% | |
| 99 | VMCVulcan Materials Co | 118,700 | $13.8B | 0.14% | |
| 100 | HASIHannon Armstrong Sustainable I | 477,415 | $13.6B | 0.14% |
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