Impax Asset Management Group plc Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$7.0B
Holdings
272
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYLXylem Inc/NY | 3,632,686 | $289.4B | 4156.45% | |
| 2 | TRMBTrimble Inc | 5,512,648 | $238.8B | 3429.34% | |
| 3 | AWCAmerican Water Works Co Inc | 2,687,541 | $235.7B | 3385.21% | |
| 4 | ECLEcolab Inc | 1,449,430 | $227.2B | 3263.21% | |
| 5 | DHRDanaher Corp | 1,914,166 | $208.0B | 2986.79% | |
| 6 | WTSWatts Water Technologies Inc | 2,406,933 | $199.2B | 2860.47% | |
| 7 | AG8Agilent Technologies Inc | 2,779,034 | $196.0B | 2815.04% | |
| 8 | IEXIDEX Corp | 1,073,838 | $161.8B | 2323.23% | |
| 9 | AOSAO Smith Corp | 2,835,378 | $150.8B | 2165.38% | |
| 10 | ITRIItron Inc | 2,180,319 | $139.4B | 2002.44% | |
| 11 | FELEFranklin Electric Co Inc | 2,813,097 | $132.3B | 1899.79% | |
| 12 | SEESealed Air Corp | 3,138,592 | $126.0B | 1809.57% | |
| 13 | MFS1EURWelbilt Inc | 5,923,937 | $123.1B | 1767.25% | |
| 14 | PTCPTC Inc | 1,143,856 | $120.9B | 1735.56% | |
| 15 | SAJACia de Saneamento Basico do Es | 19,333,813 | $113.6B | 1631.98% | |
| 16 | WMSAdvanced Drainage Systems Inc | 3,449,458 | $106.2B | 1524.76% | |
| 17 | TELTE Connectivity Ltd | 1,182,804 | $104.0B | 1493.50% | |
| 18 | RXNEURRexnord Corp | 3,345,699 | $103.0B | 1479.77% | |
| 19 | WRKUSDWestRock Co | 1,789,227 | $95.6B | 1373.05% | |
| 20 | JT5Mueller Water Products Inc | 8,045,391 | $92.6B | 1329.77% | |
| 21 | HNMOrmat Technologies Inc | 1,717,284 | $92.3B | 1324.82% | |
| 22 | VMIValmont Industries Inc | 654,070 | $90.6B | 1300.86% | |
| 23 | IRIngersoll-Rand PLC | 865,482 | $88.5B | 1271.42% | |
| 24 | PWIPower Integrations Inc | 1,403,049 | $88.1B | 1264.98% | |
| 25 | WMWaste Management Inc | 957,547 | $86.5B | 1242.49% | |
| 26 | PNRPentair PLC | 1,947,225 | $84.4B | 1212.16% | |
| 27 | APTVAptiv PLC | 998,976 | $83.8B | 1203.57% | |
| 28 | PKNPerkinElmer Inc | 852,256 | $82.9B | 1190.43% | |
| 29 | —Aqua America Inc | 2,217,422 | $81.8B | 1174.98% | |
| 30 | TTCToro Co/The | 1,318,860 | $79.1B | 1135.77% | |
| 31 | PXGBXPraxair Inc | 465,258 | $74.8B | 1073.86% | |
| 32 | BMIBadger Meter Inc | 1,408,208 | $74.3B | 1066.62% | |
| 33 | LNNLindsay Corp | 733,387 | $73.5B | 1055.68% | |
| 34 | HUBBHubbell Inc | 506,168 | $67.6B | 970.87% | |
| 35 | GNRCGenerac Holdings Inc | 1,164,143 | $65.1B | 934.52% | |
| 36 | POOLPool Corp | 368,597 | $61.5B | 883.30% | |
| 37 | ADSKAutodesk Inc | 377,104 | $58.9B | 845.38% | |
| 38 | RYNRayonier Inc | 1,750,056 | $58.6B | 842.16% | |
| 39 | LIILennox International Inc | 270,701 | $58.6B | 841.46% | |
| 40 | WATWaters Corp | 291,141 | $56.7B | 813.91% | |
| 41 | STSensata Technologies Holding P | 1,119,683 | $54.9B | 788.65% | |
| 42 | —SPX FLOW Inc | 1,022,846 | $53.2B | 763.78% | |
| 43 | FLSFlowserve Corp | 936,490 | $51.2B | 735.48% | |
| 44 | HOLIHollysys Automation Technologi | 2,366,240 | $50.1B | 719.31% | |
| 45 | CLHClean Harbors Inc | 672,879 | $47.5B | 682.15% | |
| 46 | MSFTMicrosoft Corp | 401,514 | $45.9B | 659.43% | |
| 47 | DARDarling Ingredients Inc | 2,128,385 | $41.1B | 590.49% | |
| 48 | AMZNAmazon.com Inc | 18,604 | $37.3B | 535.11% | |
| 49 | MMM3M Co | 173,600 | $36.6B | 525.28% | |
| 50 | DCIDonaldson Co Inc | 589,392 | $33.9B | 486.62% | |
| 51 | AAPLApple Inc | 142,375 | $32.1B | 461.53% | |
| 52 | AYIAcuity Brands Inc | 194,174 | $30.5B | 438.33% | |
| 53 | SPWRQSunPower Corp | 4,083,153 | $29.6B | 425.09% | |
| 54 | HTBHomeTrust Bancshares Inc | 960,606 | $28.0B | 402.11% | |
| 55 | UNFIUnited Natural Foods Inc | 929,984 | $27.6B | 396.38% | |
| 56 | —Natus Medical Inc | 766,686 | $27.3B | 392.49% | |
| 57 | SONSonoco Products Co | 489,710 | $27.2B | 390.29% | |
| 58 | SFMSprouts Farmers Market Inc | 989,959 | $27.1B | 389.66% | |
| 59 | FTVFortive Corp | 314,679 | $26.5B | 380.48% | |
| 60 | UTLUnitil Corp | 507,954 | $25.9B | 371.28% | |
| 61 | ARAntero Resources Corp | 1,389,656 | $24.6B | 353.42% | |
| 62 | SBUXStarbucks Corp | 428,541 | $24.4B | 349.78% | |
| 63 | GOOGAlphabet Inc | 19,578 | $23.4B | 335.54% | |
| 64 | VVisa Inc | 155,054 | $23.3B | 334.19% | |
| 65 | GOOGLAlphabet Inc | 19,209 | $23.2B | 332.97% | |
| 66 | IBMInternational Business Machine | 145,226 | $22.0B | 315.35% | |
| 67 | —Delphi Technologies PLC | 691,737 | $21.7B | 311.51% | |
| 68 | JPMJPMorgan Chase & Co | 191,818 | $21.6B | 310.82% | |
| 69 | BDXBecton Dickinson and Co | 82,662 | $21.6B | 309.82% | |
| 70 | CFFNCapitol Federal Financial Inc | 1,691,152 | $21.5B | 309.39% | |
| 71 | WTMWhite Mountains Insurance Grou | 22,929 | $21.5B | 308.15% | |
| 72 | —Cantel Medical Corp | 232,600 | $21.4B | 307.49% | |
| 73 | AGCOAGCO Corp | 345,000 | $21.0B | 301.17% | |
| 74 | —Meridian Bancorp Inc | 1,233,086 | $21.0B | 301.02% | |
| 75 | OGSONE Gas Inc | 254,287 | $20.9B | 300.46% | |
| 76 | BACBank of America Corp | 705,514 | $20.8B | 298.46% | |
| 77 | TMOThermo Fisher Scientific Inc | 85,015 | $20.8B | 297.97% | |
| 78 | LLYEli Lilly & Co | 185,515 | $19.9B | 285.88% | |
| 79 | 37MMRC Global Inc | 1,060,470 | $19.9B | 285.84% | |
| 80 | FIXComfort Systems USA Inc | 335,946 | $18.9B | 272.08% | |
| 81 | TAT&T Inc | 560,000 | $18.8B | 270.04% | |
| 82 | PLDPrologis Inc | 274,400 | $18.6B | 267.13% | |
| 83 | LTXBUSDLEGACYTEXAS FINA | 428,466 | $18.3B | 262.11% | |
| 84 | CRMsalesforce.com Inc | 112,464 | $17.9B | 256.83% | |
| 85 | JCIJohnson Controls International | 509,797 | $17.8B | 256.23% | |
| 86 | MDLZMondelez International Inc | 411,449 | $17.7B | 253.83% | |
| 87 | WCCWESCO International Inc | 285,753 | $17.6B | 252.16% | |
| 88 | CTLTEURCatalent Inc | 384,303 | $17.5B | 251.37% | |
| 89 | CFGCitizens Financial Group Inc | 449,160 | $17.3B | 248.77% | |
| 90 | THGHANOVER INSURANC | 139,061 | $17.2B | 246.36% | |
| 91 | RHPRyman Hospitality Properties I | 197,012 | $17.0B | 243.79% | |
| 92 | COPConocoPhillips | 217,519 | $16.8B | 241.77% | |
| 93 | ENVUSDEnvestnet Inc | 275,476 | $16.8B | 241.11% | |
| 94 | CPBCampbell Soup Co | 445,369 | $16.3B | 234.27% | |
| 95 | BIIBBiogen Inc | 45,860 | $16.2B | 232.68% | |
| 96 | VTYVerint Systems Inc | 321,679 | $16.1B | 231.43% | |
| 97 | —Web.com Group Inc | 576,544 | $16.1B | 231.00% | |
| 98 | PXDEURPioneer Natural Resources Co | 91,214 | $15.9B | 228.17% | |
| 99 | DISWalt Disney Co/The | 134,918 | $15.8B | 226.56% | |
| 100 | MTZMasTec Inc | 352,889 | $15.8B | 226.26% |
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