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)

StockValue
XYLXylem Inc/NY
$442.7M
AWCAmerican Water Works Co Inc
$442.5M
PNRPentair PLC
$383.0M
TRMBTrimble Inc
$376.7M
IEXIDEX Corp
$374.7M
ECLEcolab Inc
$336.3M
AG8Agilent Technologies Inc
$320.2M
LINLinde PLC
$304.4M
DHRDanaher Corp
$262.8M
APTVAptiv PLC
$231.9M
PTCPTC Inc
$220.2M
MSFTMicrosoft Corp
$198.8M
WMSAdvanced Drainage Systems Inc
$185.0M
RYNRayonier Inc
$177.7M
FELEFranklin Electric Co Inc
$169.9M
WMWaste Management Inc
$165.6M
ITRIItron Inc
$164.4M
WTSWatts Water Technologies Inc
$155.7M
TELTE Connectivity Ltd
$152.7M
ADSKAutodesk Inc
$152.3M
RXNEURRexnord Corp
$146.2M
VRSKVerisk Analytics Inc
$146.1M
GNRCGenerac Holdings Inc
$145.8M
DARDarling Ingredients Inc
$145.3M
HNMOrmat Technologies Inc
$143.0M
PKNPerkinElmer Inc
$142.8M
TTCToro Co/The
$137.0M
WTRGEssential Utilities Inc
$134.4M
TTTrane Technologies PLC
$129.4M
BMIBadger Meter Inc
$127.5M
IPGPIPG Photonics Corp
$127.4M
DEDeere & Co
$126.3M
VMIValmont Industries Inc
$123.1M
HUBBHubbell Inc
$119.6M
IQVIQVIA Holdings Inc
$118.6M
LFUSLittelfuse Inc
$117.0M
JT5Mueller Water Products Inc
$114.8M
AKXANSYS Inc
$114.5M
SEDGSolarEdge Technologies Inc
$114.1M
SAJACia de Saneamento Basico do Es
$109.8M
MAMastercard Inc
$98.1M
TMOThermo Fisher Scientific Inc
$95.7M
WRKUSDWestrock Co
$94.9M
WATWaters Corp
$94.6M
ALTREURAltair Engineering Inc
$93.7M
SPX FLOW Inc
$93.3M
VVisa Inc
$92.6M
HDBHDFC Bank Ltd
$91.6M
POOLPool Corp
$90.5M
CDNSCadence Design Systems Inc
$89.2M
ROKRockwell Automation Inc
$88.4M
LIILennox International Inc
$83.0M
CLHClean Harbors Inc
$82.2M
ALXNAlexion Pharmaceuticals Inc
$74.5M
BDXBecton Dickinson and Co
$71.3M
TSMTaiwan Semiconductor Manufactu
$69.0M
CWTCalifornia Water Service Group
$64.3M
AQUAUSDEvoqua Water Technologies Corp
$62.7M
LNNLindsay Corp
$59.9M
GRFSGrifols SA
$57.7M
DCIDonaldson Co Inc
$49.1M
AAPLApple Inc
$44.8M
VOYAVoya Financial Inc
$44.5M
RGENRepligen Corp
$41.6M
PGProcter & Gamble Co/The
$39.1M
MPWRMonolithic Power Systems Inc
$36.3M
LOWLowe's Cos Inc
$31.4M
CRMsalesforce.com Inc
$30.9M
SBUXStarbucks Corp
$29.5M
DYHTarget Corp
$27.0M
MDTMedtronic PLC
$26.1M
UPSUnited Parcel Service Inc
$26.0M
AGCOAGCO Corp
$25.5M
SEESealed Air Corp
$25.1M
BMYBristol-Myers Squibb Co
$24.8M
SONSonoco Products Co
$24.4M
MRKMerck & Co Inc
$24.3M
GPKGraphic Packaging Holding Co
$23.4M
TMUST-Mobile US Inc
$22.0M
DGXQuest Diagnostics Inc
$21.8M
AMATApplied Materials Inc
$21.8M
FISVFiserv Inc
$20.8M
CICigna Corp
$19.6M
VMCVulcan Materials Co
$18.4M
VCTRVictory Capital Holdings Inc
$18.0M
VRTXVertex Pharmaceuticals Inc
$17.7M
HASIHannon Armstrong Sustainable I
$17.2M
JPMJPMorgan Chase & Co
$17.0M
0VVBViacomCBS Inc
$16.7M
SYYSysco Corp
$15.7M
PLDPrologis Inc
$15.4M
MFS1EURWelbilt Inc
$15.3M
CFGCitizens Financial Group Inc
$15.2M
ACNAccenture PLC
$14.5M
WELLWelltower Inc
$14.5M
TXNTexas Instruments Inc
$14.5M
HTBHomeTrust Bancshares Inc
$14.1M
FTNTFortinet Inc
$13.7M
ELEstee Lauder Cos Inc/The
$12.7M
CHRSCoherus Biosciences Inc
$12.4M
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