Impax Asset Management Group plc Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$24.9B

Holdings

388

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (388 positions)

StockValue
LINLinde PLC
$1.1B
MSFTMicrosoft Corp
$1.0B
AWCAmerican Water Works Co Inc
$783.0M
PNRPentair PLC
$705.0M
APTVAptiv PLC
$625.0M
CITCintas Corp
$583.0M
TRMBTrimble Inc
$560.0M
TELTE Connectivity Ltd
$509.0M
MAMastercard Inc
$458.0M
IEXIDEX Corp
$453.0M
URIUnited Rentals Inc
$438.0M
AMATApplied Materials Inc
$411.0M
WMWaste Management Inc
$408.0M
WMSAdvanced Drainage Systems Inc
$395.0M
HDBHDFC Bank Ltd
$387.0M
IQVIQVIA Holdings Inc
$376.0M
RSGRepublic Services Inc
$360.0M
CDNSCadence Design Systems Inc
$352.0M
WTSWatts Water Technologies Inc
$350.0M
BSXBoston Scientific Corp
$325.0M
ADIAnalog Devices Inc
$307.0M
ZWSZurn Elkay Water Solutions Cor
$305.0M
AOSA O Smith Corp
$292.0M
VVisa Inc
$292.0M
DHRDanaher Corp
$280.0M
AG8Agilent Technologies Inc
$276.0M
DARDarling Ingredients Inc
$263.0M
TTTrane Technologies PLC
$260.0M
HUBBHubbell Inc
$247.0M
SAJACia de Saneamento Basico do Es
$245.0M
TXNTexas Instruments Inc
$244.0M
ADSKAutodesk Inc
$239.0M
AKXANSYS Inc
$236.0M
XYLXylem Inc/NY
$230.0M
LFUSLittelfuse Inc
$227.0M
RYNRayonier Inc
$223.0M
WATWaters Corp
$222.0M
JT5Mueller Water Products Inc
$215.0M
PTCPTC Inc
$213.0M
ECLEcolab Inc
$210.0M
VRTXVertex Pharmaceuticals Inc
$205.0M
AAPLApple Inc
$193.0M
VMIValmont Industries Inc
$189.0M
COOCooper Cos Inc/The
$185.0M
CCKCrown Holdings Inc
$177.0M
IFFInternational Flavors & Fragra
$177.0M
MASMasco Corp
$177.0M
ROKRockwell Automation Inc
$173.0M
GPKGraphic Packaging Holding Co
$173.0M
SITESiteOne Landscape Supply Inc
$172.0M
SEDGSolarEdge Technologies Inc
$171.0M
GNRCGenerac Holdings Inc
$168.0M
LIILennox International Inc
$167.0M
HNMOrmat Technologies Inc
$164.0M
ALTREURAltair Engineering Inc
$150.0M
RGENRepligen Corp
$142.0M
BMIBadger Meter Inc
$135.0M
CGNXCognex Corp
$135.0M
SRCLStericycle Inc
$134.0M
ACMAECOM
$128.0M
DEDeere & Co
$122.0M
WRKUSDWestrock Co
$120.0M
CLHClean Harbors Inc
$110.0M
BDXBecton Dickinson & Co
$110.0M
VRTVertiv Holdings Co
$109.0M
KLACKLA Corp
$103.0M
GOOGLAlphabet Inc
$103.0M
FELEFranklin Electric Co Inc
$101.0M
MRKMerck & Co Inc
$89.0M
HRIHerc Holdings Inc
$84.0M
AZEKAZEK Co Inc/The
$84.0M
VOYAVoya Financial Inc
$82.0M
DCIDonaldson Co Inc
$79.0M
CWTCalifornia Water Service Group
$78.0M
DISWalt Disney Co/The
$77.0M
JPMJPMorgan Chase & Co
$72.0M
TREXTrex Co Inc
$71.0M
ACNAccenture PLC
$71.0M
CRMSalesforce Inc
$64.0M
SONSonoco Products Co
$63.0M
LOWLowe's Cos Inc
$62.0M
PGProcter & Gamble Co/The
$60.0M
BALLBall Corp
$58.0M
CSLCarlisle Cos Inc
$57.0M
FERGFerguson PLC
$54.0M
CVSCVS Health Corp
$54.0M
DYHTarget Corp
$53.0M
CMECME Group Inc
$53.0M
ABTAbbott Laboratories
$52.0M
SYYSysco Corp
$51.0M
DOLEDole PLC
$50.0M
GOOGAlphabet Inc
$49.0M
AGCOAGCO Corp
$49.0M
PPGPPG Industries Inc
$48.0M
MCXMcCormick & Co Inc/MD
$44.0M
PNCPNC Financial Services Group I
$44.0M
CYRXCryoPort Inc
$44.0M
UPSUnited Parcel Service Inc
$42.0M
TMUST-Mobile US Inc
$42.0M
DC4Dexcom Inc
$42.0M
Page 1 of 4Next