Impax Asset Management Group plc Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$11.4B
Holdings
275
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYLXylem Inc/NY | 5,271,888 | $442.7B | 3873.55% | |
| 2 | AWCAmerican Water Works Co Inc | 3,060,720 | $442.5B | 3871.80% | |
| 3 | PNRPentair PLC | 8,385,512 | $383.0B | 3350.98% | |
| 4 | TRMBTrimble Inc | 7,749,270 | $376.7B | 3295.49% | |
| 5 | IEXIDEX Corp | 2,054,400 | $374.7B | 3278.62% | |
| 6 | ECLEcolab Inc | 1,682,602 | $336.3B | 2941.85% | |
| 7 | AG8Agilent Technologies Inc | 3,172,270 | $320.2B | 2801.50% | |
| 8 | LINLinde PLC | 1,278,303 | $304.4B | 2663.21% | |
| 9 | DHRDanaher Corp | 1,220,661 | $262.8B | 2299.62% | |
| 10 | APTVAptiv PLC | 2,529,505 | $231.9B | 2028.93% | |
| 11 | PTCPTC Inc | 2,672,694 | $220.2B | 1926.41% | |
| 12 | MSFTMicrosoft Corp | 944,976 | $198.8B | 1738.92% | |
| 13 | EQIXEquinix Inc | 258,864 | $196.8B | 1721.54% | |
| 14 | WMSAdvanced Drainage Systems Inc | 2,972,280 | $185.0B | 1618.64% | |
| 15 | RYNRayonier Inc | 6,757,620 | $177.7B | 1554.61% | |
| 16 | FELEFranklin Electric Co Inc | 2,899,211 | $169.9B | 1486.13% | |
| 17 | WMWaste Management Inc | 1,462,951 | $165.6B | 1448.50% | |
| 18 | ITRIItron Inc | 2,715,667 | $164.4B | 1438.27% | |
| 19 | MTDMettler-Toledo International I | 161,316 | $155.8B | 1363.01% | |
| 20 | WTSWatts Water Technologies Inc | 1,558,776 | $155.7B | 1361.89% | |
| 21 | TELTE Connectivity Ltd | 1,562,245 | $152.7B | 1335.92% | |
| 22 | ADSKAutodesk Inc | 659,101 | $152.3B | 1332.11% | |
| 23 | RXNEURRexnord Corp | 4,900,796 | $146.2B | 1279.45% | |
| 24 | VRSKVerisk Analytics Inc | 788,525 | $146.1B | 1278.42% | |
| 25 | GNRCGenerac Holdings Inc | 758,026 | $145.8B | 1276.02% | |
| 26 | DARDarling Ingredients Inc | 4,049,604 | $145.3B | 1270.82% | |
| 27 | HNMOrmat Technologies Inc | 2,432,376 | $143.0B | 1250.97% | |
| 28 | PKNPerkinElmer Inc | 1,137,784 | $142.8B | 1249.38% | |
| 29 | TTCToro Co/The | 1,631,418 | $137.0B | 1198.24% | |
| 30 | WTRGEssential Utilities Inc | 3,339,024 | $134.4B | 1175.83% | |
| 31 | TTTrane Technologies PLC | 1,067,087 | $129.4B | 1131.98% | |
| 32 | BMIBadger Meter Inc | 1,957,594 | $127.5B | 1115.42% | |
| 33 | IPGPIPG Photonics Corp | 752,049 | $127.4B | 1115.01% | |
| 34 | DEDeere & Co | 569,720 | $126.3B | 1104.71% | |
| 35 | VMIValmont Industries Inc | 991,557 | $123.1B | 1077.28% | |
| 36 | HUBBHubbell Inc | 873,887 | $119.6B | 1046.23% | |
| 37 | IQVIQVIA Holdings Inc | 752,633 | $118.6B | 1037.96% | |
| 38 | LFUSLittelfuse Inc | 663,264 | $117.0B | 1023.50% | |
| 39 | JT5Mueller Water Products Inc | 11,047,448 | $114.8B | 1004.23% | |
| 40 | AKXANSYS Inc | 349,968 | $114.5B | 1001.93% | |
| 41 | SEDGSolarEdge Technologies Inc | 481,209 | $114.1B | 998.21% | |
| 42 | SAJACia de Saneamento Basico do Es | 13,271,984 | $109.8B | 960.40% | |
| 43 | MAMastercard Inc | 290,007 | $98.1B | 858.03% | |
| 44 | TMOThermo Fisher Scientific Inc | 216,779 | $95.7B | 837.38% | |
| 45 | WRKUSDWestrock Co | 2,730,922 | $94.9B | 830.03% | |
| 46 | WATWaters Corp | 483,253 | $94.6B | 827.33% | |
| 47 | ALTREURAltair Engineering Inc | 2,248,638 | $93.7B | 820.08% | |
| 48 | —SPX FLOW Inc | 2,178,751 | $93.3B | 816.23% | |
| 49 | VVisa Inc | 462,938 | $92.6B | 809.93% | |
| 50 | HDBHDFC Bank Ltd | 1,833,289 | $91.6B | 801.33% | |
| 51 | POOLPool Corp | 270,575 | $90.5B | 791.94% | |
| 52 | CDNSCadence Design Systems Inc | 836,215 | $89.2B | 780.11% | |
| 53 | ROKRockwell Automation Inc | 400,514 | $88.4B | 773.28% | |
| 54 | LIILennox International Inc | 306,220 | $83.0B | 726.35% | |
| 55 | CLHClean Harbors Inc | 1,482,519 | $82.2B | 718.89% | |
| 56 | ALXNAlexion Pharmaceuticals Inc | 651,290 | $74.5B | 652.03% | |
| 57 | BDXBecton Dickinson and Co | 306,304 | $71.3B | 623.55% | |
| 58 | TSMTaiwan Semiconductor Manufactu | 850,645 | $69.0B | 603.35% | |
| 59 | CWTCalifornia Water Service Group | 1,479,502 | $64.3B | 562.42% | |
| 60 | AQUAUSDEvoqua Water Technologies Corp | 2,953,948 | $62.7B | 548.41% | |
| 61 | LNNLindsay Corp | 619,918 | $59.9B | 524.36% | |
| 62 | GRFSGrifols SA | 3,325,592 | $57.7B | 504.81% | |
| 63 | DCIDonaldson Co Inc | 1,069,127 | $49.1B | 429.56% | |
| 64 | AAPLApple Inc | 387,180 | $44.8B | 392.30% | |
| 65 | VOYAVoya Financial Inc | 929,311 | $44.5B | 389.70% | |
| 66 | RGENRepligen Corp | 285,137 | $41.6B | 364.29% | |
| 67 | PGProcter & Gamble Co/The | 281,423 | $39.1B | 342.22% | |
| 68 | MPWRMonolithic Power Systems Inc | 130,614 | $36.3B | 317.27% | |
| 69 | AMZNAmazon.com Inc | 10,438 | $32.9B | 287.54% | |
| 70 | LOWLowe's Cos Inc | 189,311 | $31.4B | 274.71% | |
| 71 | CRMsalesforce.com Inc | 122,959 | $30.9B | 270.36% | |
| 72 | SBUXStarbucks Corp | 342,856 | $29.5B | 257.73% | |
| 73 | DYHTarget Corp | 171,443 | $27.0B | 236.13% | |
| 74 | MDTMedtronic PLC | 251,211 | $26.1B | 228.40% | |
| 75 | UPSUnited Parcel Service Inc | 156,100 | $26.0B | 227.57% | |
| 76 | AGCOAGCO Corp | 342,677 | $25.5B | 222.67% | |
| 77 | SEESealed Air Corp | 646,820 | $25.1B | 219.63% | |
| 78 | BMYBristol-Myers Squibb Co | 410,880 | $24.8B | 216.73% | |
| 79 | SONSonoco Products Co | 477,000 | $24.4B | 213.13% | |
| 80 | MRKMerck & Co Inc | 292,968 | $24.3B | 212.62% | |
| 81 | GPKGraphic Packaging Holding Co | 1,660,000 | $23.4B | 204.63% | |
| 82 | GOOGLAlphabet Inc | 15,723 | $23.0B | 201.61% | |
| 83 | GOOGAlphabet Inc | 15,675 | $23.0B | 201.54% | |
| 84 | TMUST-Mobile US Inc | 192,400 | $22.0B | 192.50% | |
| 85 | DGXQuest Diagnostics Inc | 190,268 | $21.8B | 190.59% | |
| 86 | AMATApplied Materials Inc | 366,049 | $21.8B | 190.40% | |
| 87 | FISVFiserv Inc | 202,000 | $20.8B | 182.12% | |
| 88 | CICigna Corp | 115,794 | $19.6B | 171.63% | |
| 89 | VMCVulcan Materials Co | 135,500 | $18.4B | 160.68% | |
| 90 | VCTRVictory Capital Holdings Inc | 1,063,234 | $18.0B | 157.11% | |
| 91 | VRTXVertex Pharmaceuticals Inc | 65,191 | $17.7B | 155.21% | |
| 92 | HASIHannon Armstrong Sustainable I | 406,929 | $17.2B | 150.49% | |
| 93 | JPMJPMorgan Chase & Co | 176,760 | $17.0B | 148.88% | |
| 94 | 0VVBViacomCBS Inc | 594,676 | $16.7B | 145.73% | |
| 95 | SYYSysco Corp | 252,700 | $15.7B | 137.56% | |
| 96 | PLDPrologis Inc | 153,500 | $15.4B | 135.13% | |
| 97 | MFS1EURWelbilt Inc | 2,483,024 | $15.3B | 133.63% | |
| 98 | CFGCitizens Financial Group Inc | 599,647 | $15.2B | 132.63% | |
| 99 | ACNAccenture PLC | 64,317 | $14.5B | 127.17% | |
| 100 | WELLWelltower Inc | 263,731 | $14.5B | 127.11% |
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