Impax Asset Management Group plc Q2 2021 Filing

Filed August 5, 2021

Portfolio Value

$22.7B

Holdings

404

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (404 positions)

StockValue
W3UWestern Union Co/The
$301K
CDNSCadence Design Systems Inc
$299K
HXLHexcel Corp
$296K
UDRUDR Inc
$296K
QCOMQUALCOMM Inc
$295K
WSMWilliams-Sonoma Inc
$294K
EQREquity Residential
$291K
OCOwens Corning
$289K
WDCWestern Digital Corp
$288K
FBINFortune Brands Home & Security
$287K
ETSYEtsy Inc
$285K
ADSKAutodesk Inc
$285K
TTTrane Technologies PLC
$284K
GGGGraco Inc
$283K
AGREURAvangrid Inc
$283K
CGNXCognex Corp
$282K
PKGPackaging Corp of America
$282K
PHMPulteGroup Inc
$282K
LLoews Corp
$281K
MLMMartin Marietta Materials Inc
$280K
ONON Semiconductor Corp
$280K
WHRWhirlpool Corp
$280K
MTDMettler-Toledo International I
$280K
AXTAAxalta Coating Systems Ltd
$279K
LEALear Corp
$279K
DHIDR Horton Inc
$278K
HDBHDFC Bank Ltd
$278K
OLEDUniversal Display Corp
$275K
COHREURCoherent Inc
$273K
MAMastercard Inc
$268K
ITWIllinois Tool Works Inc
$266K
GNTXGentex Corp
$265K
HASHasbro Inc
$264K
STSensata Technologies Holding P
$263K
National Instruments Corp
$262K
AMCRAmcor PLC
$262K
ITRIItron Inc
$260K
RYNRayonier Inc
$260K
JWNUSDNordstrom Inc
$257K
AKXANSYS Inc
$256K
GLWCorning Inc
$256K
BAXBaxter International Inc
$255K
GNRCGenerac Holdings Inc
$254K
PKPark Hotels & Resorts Inc
$254K
RGAReinsurance Group of America I
$250K
WATWaters Corp
$245K
RRXRegal Beloit Corp
$244K
TMOThermo Fisher Scientific Inc
$234K
LVSLas Vegas Sands Corp
$234K
WRKUSDWestrock Co
$227K
VVisa Inc
$221K
SEMSelect Medical Holdings Corp
$219K
SAJACia de Saneamento Basico do Es
$219K
ADIAnalog Devices Inc
$214K
SEDGSolarEdge Technologies Inc
$212K
ROKRockwell Automation Inc
$202K
WTRGEssential Utilities Inc
$199K
RXNEURRexnord Corp
$197K
MPWRMonolithic Power Systems Inc
$194K
DARDarling Ingredients Inc
$191K
TTCToro Co/The
$188K
LFUSLittelfuse Inc
$187K
TSMTaiwan Semiconductor Manufactu
$185K
PKNPerkinElmer Inc
$184K
JT5Mueller Water Products Inc
$184K
TXNTexas Instruments Inc
$180K
BDXBecton Dickinson and Co
$178K
VMIValmont Industries Inc
$177K
RGENRepligen Corp
$162K
GPKGraphic Packaging Holding Co
$158K
DEDeere & Co
$158K
LIILennox International Inc
$156K
VRTXVertex Pharmaceuticals Inc
$152K
HNMOrmat Technologies Inc
$152K
AQUAUSDEvoqua Water Technologies Corp
$152K
ALTREURAltair Engineering Inc
$145K
CLHClean Harbors Inc
$135K
IPGPIPG Photonics Corp
$129K
AOSA O Smith Corp
$119K
POOLPool Corp
$119K
SPX FLOW Inc
$117K
GRFSGrifols SA
$110K
BMIBadger Meter Inc
$110K
HASIHannon Armstrong Sustainable I
$107K
CWTCalifornia Water Service Group
$97K
HRIHerc Holdings Inc
$93K
DCIDonaldson Co Inc
$93K
LNNLindsay Corp
$88K
SRCLStericycle Inc
$87K
AMZNAmazon.com Inc
$84K
FELEFranklin Electric Co Inc
$77K
SONSonoco Products Co
$71K
AAPLApple Inc
$69K
CYRXCryoPort Inc
$59K
VOYAVoya Financial Inc
$57K
SWCHEURSwitch Inc
$56K
MCXMcCormick & Co Inc/MD
$56K
PGProcter & Gamble Co/The
$55K
SBUXStarbucks Corp
$52K
UPSUnited Parcel Service Inc
$51K
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