Impax Asset Management Group plc Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$24.3T

Holdings

396

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (396 positions)

#StockSharesValue% PortfolioType
1
AWCAmerican Water Works Co Inc
5,576,780$941.4B3.87%
2
LINLinde PLC
2,940,220$862.6B3.54%
3
MSFTMicrosoft Corp
2,525,249$711.9B2.92%
4
ECLEcolab Inc
3,396,625$708.6B2.91%
5
IEXIDEX Corp
3,235,347$669.6B2.75%
6
PNRPentair PLC
9,086,023$658.9B2.71%
7
TRMBTrimble Inc
7,956,224$653.4B2.68%
8
AG8Agilent Technologies Inc
3,996,222$629.5B2.59%
9
XYLXylem Inc/NY
5,010,139$618.9B2.54%
10
APTVAptiv PLC
3,780,297$563.2B2.31%
11
EQIXEquinix Inc
636,982$503.3B2.07%
12
PTCPTC Inc
4,027,190$481.2B1.98%
13
VRSKVerisk Analytics Inc
2,247,583$450.1B1.85%
14
WMWaste Management Inc
2,634,085$393.4B1.62%
15
HUBBHubbell Inc
2,118,708$382.8B1.57%
16
TELTE Connectivity Ltd
2,743,100$376.4B1.55%
17
DHRDanaher Corp
1,224,201$372.7B1.53%
18
WTSWatts Water Technologies Inc
2,076,170$348.3B1.43%
19
IQVIQVIA Holdings Inc
1,380,487$330.7B1.36%
20
WMSAdvanced Drainage Systems Inc
2,976,737$321.0B1.32%
21
ADSKAutodesk Inc
1,115,711$318.2B1.31%
22
CDNSCadence Design Systems Inc
2,063,422$312.5B1.28%
23
MAMastercard Inc
893,052$310.5B1.28%
24
HDBHDFC Bank Ltd
4,228,089$309.0B1.27%
25
TTTrane Technologies PLC
1,675,982$289.4B1.19%
26
TXNTexas Instruments Inc
1,472,995$283.1B1.16%
27
RYNRayonier Inc
7,528,878$267.6B1.10%
28
TMOThermo Fisher Scientific Inc
467,330$267.0B1.10%
29
RXNEURRexnord Corp
4,103,185$263.8B1.08%
30
AKXANSYS Inc
770,859$262.4B1.08%
31
WRKUSDWestrock Co
5,160,694$257.2B1.06%
32
WTRGEssential Utilities Inc
5,531,290$254.9B1.05%
33
VVisa Inc
1,130,174$251.7B1.03%
34
ADIAnalog Devices Inc
1,494,674$250.3B1.03%
35
GNRCGenerac Holdings Inc
562,943$228.8B0.94%
36
MPWRMonolithic Power Systems Inc
471,987$227.8B0.94%
37
LFUSLittelfuse Inc
823,932$224.2B0.92%
38
WATWaters Corp
619,322$221.3B0.91%
39
SAJACia de Saneamento Basico do Es
30,350,866$214.2B0.88%
40
ITRIItron Inc
2,791,507$210.4B0.86%
41
DARDarling Ingredients Inc
2,923,813$209.2B0.86%
42
ROKRockwell Automation Inc
698,555$205.4B0.84%
43
HNMOrmat Technologies Inc
3,055,817$202.6B0.83%
44
JT5Mueller Water Products Inc
13,298,017$202.4B0.83%
45
SEDGSolarEdge Technologies Inc
750,069$198.2B0.81%
46
TTCToro Co/The
2,028,891$197.6B0.81%
47
BDXBecton Dickinson and Co
803,369$197.5B0.81%
48
TSMTaiwan Semiconductor Manufactu
1,760,319$196.5B0.81%
49
VRTXVertex Pharmaceuticals Inc
1,074,736$194.9B0.80%
50
PKNPerkinElmer Inc
1,116,914$193.6B0.79%
51
VMIValmont Industries Inc
800,824$188.3B0.77%
52
MTDMettler-Toledo International I
134,712$185.5B0.76%
53
AQUAUSDEvoqua Water Technologies Corp
4,816,623$180.9B0.74%
54
HRIHerc Holdings Inc
1,100,075$178.9B0.73%
55
RGENRepligen Corp
617,712$177.6B0.73%
56
AOSA O Smith Corp
2,766,800$169.0B0.69%
57
GPKGraphic Packaging Holding Co
8,860,540$167.8B0.69%
58
DEDeere & Co
463,815$155.4B0.64%
59
CLHClean Harbors Inc
1,475,425$151.8B0.62%
60
LIILennox International Inc
500,607$146.7B0.60%
61
IPGPIPG Photonics Corp
907,346$143.0B0.59%
62
ALTREURAltair Engineering Inc
2,073,293$142.2B0.58%
63
URIUnited Rentals Inc
394,400$138.4B0.57%
64
SPX FLOW Inc
1,775,124$129.8B0.53%
65
BMIBadger Meter Inc
1,200,745$120.8B0.50%
66
POOLPool Corp
278,113$120.8B0.50%
67
HASIHannon Armstrong Sustainable I
2,181,442$116.7B0.48%
68
CWTCalifornia Water Service Group
1,948,700$114.8B0.47%
69
SRCLStericycle Inc
1,622,506$109.4B0.45%
70
CITCintas Corp
232,474$88.5B0.36%
71
LNNLindsay Corp
581,933$88.3B0.36%
72
COOCooper Cos Inc/The
203,271$84.0B0.35%
73
SWCHEURSwitch Inc
3,302,447$83.2B0.34%
74
FELEFranklin Electric Co Inc
1,037,256$82.8B0.34%
75
DCIDonaldson Co Inc
1,451,101$82.5B0.34%
76
AMZNAmazon.com Inc
24,658$81.0B0.33%
77
AAPLApple Inc
500,573$70.8B0.29%
78
SONSonoco Products Co
1,139,153$67.9B0.28%
79
CYRXCryoPort Inc
886,301$58.5B0.24%
80
PGProcter & Gamble Co/The
405,713$56.7B0.23%
81
VOYAVoya Financial Inc
923,031$56.7B0.23%
82
GOOGLAlphabet Inc
20,508$54.8B0.23%
83
SBUXStarbucks Corp
489,375$54.0B0.22%
84
MCXMcCormick & Co Inc/MD
655,538$53.1B0.22%
85
VRTVertiv Holdings Co
2,079,061$50.1B0.21%
86
DOLEDole PLC
2,938,189$49.8B0.20%
87
JPMJPMorgan Chase & Co
304,159$49.8B0.20%
88
CRMsalesforce.com Inc
168,177$45.6B0.19%
89
CVSCVS Health Corp
523,361$44.4B0.18%
90
BALLBall Corp
492,928$44.3B0.18%
91
SEESealed Air Corp
775,348$42.5B0.17%
92
UPSUnited Parcel Service Inc
228,876$41.7B0.17%
93
GOOGAlphabet Inc
15,243$40.6B0.17%
94
LOWLowe's Cos Inc
198,666$40.3B0.17%
95
AMATApplied Materials Inc
312,207$40.2B0.17%
96
TMUST-Mobile US Inc
311,469$39.8B0.16%
97
BMYBristol-Myers Squibb Co
644,223$38.1B0.16%
98
CFGCitizens Financial Group Inc
798,611$37.5B0.15%
99
MRKMerck & Co Inc
476,107$35.8B0.15%
100
VCTRVictory Capital Holdings Inc
963,434$33.7B0.14%
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