Impax Asset Management Group plc Q2 2024 Filing

Filed August 5, 2024

Portfolio Value

$24.5B

Holdings

313

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (313 positions)

StockValue
MSFTMicrosoft Corp
$1.2B
LINLinde PLC
$1.0B
AWCAmerican Water Works Co Inc
$890.0M
PNRPentair PLC
$679.0M
AMATApplied Materials Inc
$606.0M
NVDANVIDIA Corp
$599.0M
TELTE Connectivity Ltd
$523.0M
MAMastercard Inc
$466.0M
APTVAptiv PLC
$437.0M
VLTOVeralto Corp
$419.0M
IEXIDEX Corp
$394.0M
MRSHMarsh & McLennan Cos Inc
$360.0M
BSXBoston Scientific Corp
$357.0M
CDNSCadence Design Systems Inc
$349.0M
WMWaste Management Inc
$345.0M
IQVIQVIA Holdings Inc
$344.0M
HUBBHubbell Inc
$336.0M
WMSAdvanced Drainage Systems Inc
$332.0M
ADIAnalog Devices Inc
$324.0M
ORCLOracle Corp
$320.0M
AG8Agilent Technologies Inc
$319.0M
DHRDanaher Corp
$316.0M
VVisa Inc
$302.0M
HDBHDFC Bank Ltd
$291.0M
RNRRenaissanceRe Holdings Ltd
$286.0M
WTSWatts Water Technologies Inc
$281.0M
RSGRepublic Services Inc
$280.0M
CARRCarrier Global Corp
$265.0M
TXNTexas Instruments Inc
$265.0M
AOSA O Smith Corp
$265.0M
MSCIMSCI Inc
$262.0M
STESTERIS PLC
$251.0M
ZWSZurn Elkay Water Solutions Cor
$248.0M
CGNXCognex Corp
$237.0M
ADSKAutodesk Inc
$230.0M
XYLXylem Inc/NY
$225.0M
BDXBecton Dickinson & Co
$224.0M
SAJACia de Saneamento Basico do Es
$209.0M
PTCPTC Inc
$206.0M
COOCooper Cos Inc/The
$205.0M
WATWaters Corp
$198.0M
RYNRayonier Inc
$197.0M
MASMasco Corp
$190.0M
LFUSLittelfuse Inc
$185.0M
ECLEcolab Inc
$181.0M
TTTrane Technologies PLC
$180.0M
AKXANSYS Inc
$179.0M
SRCLStericycle Inc
$168.0M
HNMOrmat Technologies Inc
$165.0M
ACMAECOM
$154.0M
RGENRepligen Corp
$141.0M
ALTREURAltair Engineering Inc
$137.0M
VMIValmont Industries Inc
$135.0M
AAPLApple Inc
$134.0M
TRMBTrimble Inc
$129.0M
SITESiteOne Landscape Supply Inc
$126.0M
GNRCGenerac Holdings Inc
$126.0M
GOOGLAlphabet Inc
$124.0M
CCKCrown Holdings Inc
$123.0M
DARDarling Ingredients Inc
$123.0M
GPKGraphic Packaging Holding Co
$120.0M
JT5Mueller Water Products Inc
$113.0M
CLHClean Harbors Inc
$99.0M
FELEFranklin Electric Co Inc
$95.0M
BMIBadger Meter Inc
$91.0M
IFFInternational Flavors & Fragra
$69.0M
JPMJPMorgan Chase & Co
$68.0M
AZEKAZEK Co Inc/The
$67.0M
MRKMerck & Co Inc
$64.0M
MCXMcCormick & Co Inc/MD
$63.0M
DISWalt Disney Co/The
$61.0M
VOYAVoya Financial Inc
$59.0M
VRTVertiv Holdings Co
$57.0M
ABTAbbott Laboratories
$57.0M
PGProcter & Gamble Co/The
$54.0M
CSLCarlisle Cos Inc
$53.0M
HRIHerc Holdings Inc
$51.0M
DCIDonaldson Co Inc
$50.0M
BALLBall Corp
$49.0M
CRMSalesforce Inc
$46.0M
TREXTrex Co Inc
$42.0M
CMECME Group Inc
$40.0M
FERGFerguson PLC
$37.0M
UPSUnited Parcel Service Inc
$37.0M
PLDPrologis Inc
$37.0M
MRVLMarvell Technology Inc
$37.0M
SONSonoco Products Co
$35.0M
PANWPalo Alto Networks Inc
$35.0M
HLTHilton Worldwide Holdings Inc
$34.0M
LOWLowe's Cos Inc
$33.0M
CFGCitizens Financial Group Inc
$32.0M
VCTRVictory Capital Holdings Inc
$32.0M
DYHTarget Corp
$32.0M
ULTAUlta Beauty Inc
$32.0M
PPGPPG Industries Inc
$32.0M
GISGeneral Mills Inc
$31.0M
AVTRAvantor Inc
$31.0M
SWKStanley Black & Decker Inc
$29.0M
CVSCVS Health Corp
$29.0M
KEYKeyCorp
$29.0M
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