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
SPTSprout Social Inc
$4.0M
EYENational Vision Holdings Inc
$3.0M
IDXXIDEXX Laboratories Inc
$3.0M
SPGIS&P Global Inc
$3.0M
AMTAmerican Tower Corp
$3.0M
HIGHartford Financial Services Gr
$3.0M
GOOGAlphabet Inc
$3.0M
HASHasbro Inc
$3.0M
COLMColumbia Sportswear Co
$3.0M
RCLRoyal Caribbean Cruises Ltd
$3.0M
CBRECBRE Group Inc
$3.0M
WELLWelltower Inc
$3.0M
TRSTriMas Corp
$3.0M
TSMTaiwan Semiconductor Manufactu
$3.0M
MCDMcDonald's Corp
$3.0M
PFEPfizer Inc
$3.0M
AMGNAmgen Inc
$2.0M
KMBKimberly-Clark Corp
$2.0M
CASYCasey's General Stores Inc
$2.0M
AXPAmerican Express Co
$2.0M
EXPEExpedia Group Inc
$2.0M
OABIOmniAb Inc
$2.0M
SYYSysco Corp
$2.0M
IBMInternational Business Machine
$2.0M
SYKStryker Corp
$2.0M
BKBank of New York Mellon Corp/T
$2.0M
QCOMQUALCOMM Inc
$2.0M
NVTnVent Electric PLC
$1.0M
HDHome Depot Inc/The
$1.0M
PINSPinterest Inc
$1.0M
WSOWatsco Inc
$1.0M
TFCTruist Financial Corp
$1.0M
EAElectronic Arts Inc
$1.0M
7HPHP Inc
$1.0M
GLOBGlobant SA
$1.0M
KEYSKeysight Technologies Inc
$1.0M
MLMMartin Marietta Materials Inc
$1.0M
JCIJohnson Controls International
$1.0M
INTCIntel Corp
$1.0M
ISRGIntuitive Surgical Inc
$1.0M
VRSKVerisk Analytics Inc
$970K
GXOGXO Logistics Inc
$960K
TEAMAtlassian Corp
$957K
PRUPrudential Financial Inc
$942K
FITBFifth Third Bancorp
$915K
DAYDayforce Inc
$912K
LEALear Corp
$910K
MTNVail Resorts Inc
$905K
PNCPNC Financial Services Group I
$875K
FBINFortune Brands Innovations Inc
$870K
AYIAcuity Brands Inc
$863K
VENVentas Inc
$862K
FLSFlowserve Corp
$857K
NLYAnnaly Capital Management Inc
$857K
ITGartner Inc
$855K
IVZInvesco Ltd
$845K
PYPLPayPal Holdings Inc
$791K
FDO.FMacy's Inc
$787K
ADBEAdobe Inc
$786K
SPOTSpotify Technology SA
$777K
AMDAdvanced Micro Devices Inc
$762K
ITWIllinois Tool Works Inc
$758K
BACBank of America Corp
$735K
EWEdwards Lifesciences Corp
$720K
VFCVF Corp
$696K
DBXDropbox Inc
$694K
WDAYWorkday Inc
$693K
KSSKohl's Corp
$689K
HBANHuntington Bancshares Inc/OH
$685K
CMCSAComcast Corp
$685K
COSTCostco Wholesale Corp
$679K
TDCTeradata Corp
$671K
GWWWW Grainger Inc
$668K
SBACSBA Communications Corp
$667K
VYXNCR Voyix Corp
$663K
ALSAllstate Corp/The
$654K
ILMNIllumina Inc
$652K
ABBVAbbVie Inc
$651K
SHWSherwin-Williams Co/The
$649K
AZPN1USDAspen Technology Inc
$648K
WSTWest Pharmaceutical Services I
$647K
IARTIntegra LifeSciences Holdings
$644K
OCOwens Corning
$642K
MCKMcKesson Corp
$642K
TTEKTetra Tech Inc
$641K
LPLALPL Financial Holdings Inc
$641K
CUCAAvis Budget Group Inc
$637K
CABOCable One Inc
$637K
BCBrunswick Corp/DE
$631K
CNCCentene Corp
$629K
AVTAvnet Inc
$626K
HPEHewlett Packard Enterprise Co
$601K
WSMWilliams-Sonoma Inc
$600K
CITCintas Corp
$545K
JBLJabil Inc
$544K
TMOThermo Fisher Scientific Inc
$396K
URIUnited Rentals Inc
$379K
MTDMettler-Toledo International I
$271K
MPWRMonolithic Power Systems Inc
$173K
CHEChemed Corp
$172K
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