Impax Asset Management Group plc Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$7.7B

Holdings

275

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (275 positions)

StockValue
HASIHannon Armstrong Sustainable I
$10.0M
IVViShares Core S&P 500 ETF
$9.8M
CatchMark Timber Trust Inc
$9.6M
CUBECubeSmart
$9.6M
TXNTexas Instruments Inc
$9.5M
CICigna Corp
$9.2M
ULTAUlta Beauty Inc
$9.1M
SRESempra Energy
$9.0M
VBRVanguard Small-Cap Value ETF
$9.0M
HUMHumana Inc
$9.0M
IWNiShares Russell 2000 Value ETF
$9.0M
ELEstee Lauder Cos Inc/The
$8.9M
INTUIntuit Inc
$8.8M
PVHPVH Corp
$8.7M
BBYBest Buy Co Inc
$8.6M
MSEXMiddlesex Water Co
$8.5M
ELANElanco Animal Health Inc
$8.5M
PG4Principal Financial Group Inc
$8.4M
UVSPUnivest Financial Corp
$8.4M
LULULululemon Athletica Inc
$8.4M
HRUSDHealthcare Realty Trust Inc
$8.4M
THRThermon Group Holdings Inc
$8.3M
WHWyndham Hotels & Resorts Inc
$8.2M
FIXComfort Systems USA Inc
$8.2M
CTSHCognizant Technology Solutions
$8.1M
CIENCiena Corp
$8.0M
MTZMasTec Inc
$7.9M
PRUPrudential Financial Inc
$7.9M
DDDuPont de Nemours Inc
$7.7M
BIIBBiogen Inc
$7.5M
VRTXVertex Pharmaceuticals Inc
$7.5M
37MMRC Global Inc
$7.5M
Wright Medical Group NV
$7.4M
THGHanover Insurance Group Inc/Th
$7.3M
LGNDLigand Pharmaceuticals Inc
$7.2M
CELGCelgene Corp
$7.1M
PFPTProofpoint Inc
$7.0M
OGSONE Gas Inc
$6.9M
FCPTFour Corners Property Trust In
$6.8M
JNJJohnson & Johnson
$6.8M
HSYHershey Co/The
$6.4M
ALXNAlexion Pharmaceuticals Inc
$6.2M
CROXCrocs Inc
$6.1M
CRICarter's Inc
$5.8M
RPRealPage Inc
$5.7M
PFGCPerformance Food Group Co
$5.5M
KELKellogg Co
$5.5M
FSSFederal Signal Corp
$5.5M
COLMColumbia Sportswear Co
$5.3M
CLVTClarivate Analytics PLC
$5.0M
CPRICapri Holdings Ltd
$4.9M
BACVerizon Communications Inc
$4.9M
AMCXAMC Networks Inc
$4.9M
DISWalt Disney Co/The
$4.7M
VRRMVerra Mobility Corp
$4.7M
Cabot Microelectronics Corp
$4.7M
GLDDGreat Lakes Dredge & Dock Corp
$4.5M
DNKNDunkin' Brands Group Inc
$4.4M
KOCoca-Cola Co/The
$4.4M
SJMJM Smucker Co/The
$4.3M
CSCOCisco Systems Inc
$4.2M
WENWendy's Co/The
$4.2M
ORBCOMM Inc
$4.0M
BECNUSDBeacon Roofing Supply Inc
$4.0M
RSGRepublic Services Inc
$3.9M
PEPPepsiCo Inc
$3.8M
EYENational Vision Holdings Inc
$3.8M
JCIJohnson Controls International
$3.8M
IARTIntegra LifeSciences Holdings
$3.3M
GKDGrand Canyon Education Inc
$3.3M
ZUOUSDZuora Inc
$3.2M
INFNEURInfinera Corp
$3.0M
ABTAbbott Laboratories
$2.9M
MDTMedtronic PLC
$2.9M
LGF/BEURLions Gate Entertainment Corp
$2.6M
IBMInternational Business Machine
$2.6M
EVBGEUREverbridge Inc
$2.3M
EFTTechTarget Inc
$2.3M
ETSYEtsy Inc
$2.2M
BRKRBruker Corp
$2.2M
RLJ 1.95 PERP ARLJ Lodging Trust
$2.2M
FDO.FMacy's Inc
$2.1M
KNKnowles Corp
$2.0M
NBIXNeurocrine Biosciences Inc
$2.0M
LLYEli Lilly & Co
$1.9M
SMARGBPSmartsheet Inc
$1.8M
UPSUnited Parcel Service Inc
$1.7M
USBUS Bancorp
$1.7M
CVSCVS Health Corp
$1.6M
SYKStryker Corp
$1.5M
TJXTJX Cos Inc/The
$1.3M
DDominion Energy Inc
$1.3M
COPConocoPhillips
$1.3M
PNCPNC Financial Services Group I
$1.3M
CAHCardinal Health Inc
$1.2M
TWTRUSDTwitter Inc
$1.2M
ELVAnthem Inc
$1.2M
SPGIS&P Global Inc
$1.2M
CLColgate-Palmolive Co
$1.2M
NEMNewmont Goldcorp Corp
$1.1M
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