Impax Asset Management Group plc Q3 2022 Filing
Filed November 8, 2022
Portfolio Value
$19.5B
Holdings
387
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (387 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 3,032,950 | $816.9B | 4199.06% | |
| 2 | MSFTMicrosoft Corp | 2,845,702 | $661.9B | 3402.29% | |
| 3 | AWCAmerican Water Works Co Inc | 4,651,418 | $604.7B | 3108.07% | |
| 4 | PNRPentair PLC | 13,816,172 | $560.6B | 2881.42% | |
| 5 | TRMBTrimble Inc | 9,485,529 | $514.0B | 2642.16% | |
| 6 | AG8Agilent Technologies Inc | 4,013,688 | $487.9B | 2507.61% | |
| 7 | CITCintas Corp | 995,210 | $385.8B | 1982.78% | |
| 8 | IEXIDEX Corp | 1,914,171 | $382.5B | 1966.28% | |
| 9 | APTVAptiv PLC | 4,706,143 | $367.7B | 1889.99% | |
| 10 | EQIXEquinix Inc | 645,937 | $367.0B | 1886.30% | |
| 11 | PTCPTC Inc | 3,211,945 | $335.0B | 1721.69% | |
| 12 | TELTE Connectivity Ltd | 2,879,117 | $317.4B | 1631.37% | |
| 13 | WMSAdvanced Drainage Systems Inc | 2,501,837 | $310.3B | 1594.83% | |
| 14 | WMWaste Management Inc | 1,820,027 | $291.6B | 1498.75% | |
| 15 | AMATApplied Materials Inc | 3,520,646 | $288.1B | 1480.97% | |
| 16 | MAMastercard Inc | 999,044 | $283.4B | 1456.72% | |
| 17 | TMOThermo Fisher Scientific Inc | 541,485 | $274.0B | 1408.34% | |
| 18 | ZWSZurn Elkay Water Solutions Cor | 10,932,007 | $267.2B | 1373.64% | |
| 19 | HDBHDFC Bank Ltd | 4,513,967 | $263.1B | 1352.43% | |
| 20 | BSXBoston Scientific Corp | 6,621,133 | $255.8B | 1314.99% | |
| 21 | IQVIQVIA Holdings Inc | 1,399,096 | $252.9B | 1299.99% | |
| 22 | URIUnited Rentals Inc | 916,221 | $247.2B | 1270.67% | |
| 23 | CDNSCadence Design Systems Inc | 1,511,371 | $246.6B | 1267.31% | |
| 24 | DARDarling Ingredients Inc | 3,653,695 | $240.9B | 1237.97% | |
| 25 | WTSWatts Water Technologies Inc | 1,913,584 | $240.1B | 1233.86% | |
| 26 | ADIAnalog Devices Inc | 1,676,216 | $233.0B | 1197.60% | |
| 27 | TTTrane Technologies PLC | 1,560,891 | $226.0B | 1161.80% | |
| 28 | HUBBHubbell Inc | 1,009,235 | $225.1B | 1156.80% | |
| 29 | ADSKAutodesk Inc | 1,184,229 | $221.2B | 1137.04% | |
| 30 | VMIValmont Industries Inc | 812,344 | $218.2B | 1121.61% | |
| 31 | RSGRepublic Services Inc | 1,590,978 | $216.4B | 1112.48% | |
| 32 | TXNTexas Instruments Inc | 1,305,101 | $202.0B | 1038.30% | |
| 33 | VRTXVertex Pharmaceuticals Inc | 697,733 | $201.6B | 1036.46% | |
| 34 | SAJACia de Saneamento Basico do Es | 21,418,579 | $194.5B | 999.57% | |
| 35 | AOSA O Smith Corp | 4,001,360 | $194.4B | 999.14% | |
| 36 | WATWaters Corp | 719,183 | $193.8B | 996.34% | |
| 37 | VVisa Inc | 1,083,846 | $192.2B | 987.84% | |
| 38 | DHRDanaher Corp | 726,632 | $187.3B | 962.78% | |
| 39 | WTRGEssential Utilities Inc | 4,506,774 | $186.5B | 958.55% | |
| 40 | DEDeere & Co | 549,245 | $183.4B | 942.61% | |
| 41 | VRSKVerisk Analytics Inc | 1,063,356 | $181.2B | 931.12% | |
| 42 | LFUSLittelfuse Inc | 904,217 | $178.9B | 919.30% | |
| 43 | AKXANSYS Inc | 784,273 | $173.9B | 893.70% | |
| 44 | HNMOrmat Technologies Inc | 1,939,031 | $166.4B | 855.08% | |
| 45 | TTCToro Co/The | 1,891,943 | $163.6B | 840.98% | |
| 46 | BDXBecton Dickinson and Co | 735,722 | $163.6B | 840.86% | |
| 47 | ECLEcolab Inc | 1,084,911 | $156.7B | 805.35% | |
| 48 | GPKGraphic Packaging Holding Co | 7,977,877 | $156.6B | 805.14% | |
| 49 | GNRCGenerac Holdings Inc | 876,077 | $155.2B | 797.81% | |
| 50 | MPWRMonolithic Power Systems Inc | 411,590 | $148.9B | 765.53% | |
| 51 | WRKUSDWestrock Co | 4,655,260 | $143.8B | 739.13% | |
| 52 | CCKCrown Holdings Inc | 1,763,544 | $142.9B | 734.50% | |
| 53 | RYNRayonier Inc | 4,766,621 | $142.3B | 731.47% | |
| 54 | RGENRepligen Corp | 754,101 | $140.4B | 721.59% | |
| 55 | AQUAUSDEvoqua Water Technologies Corp | 4,168,263 | $137.8B | 708.52% | |
| 56 | JT5Mueller Water Products Inc | 13,289,256 | $136.5B | 701.51% | |
| 57 | LIILennox International Inc | 607,860 | $134.7B | 692.53% | |
| 58 | SEDGSolarEdge Technologies Inc | 547,646 | $126.2B | 648.57% | |
| 59 | CLHClean Harbors Inc | 1,128,752 | $123.0B | 632.15% | |
| 60 | AAPLApple Inc | 848,839 | $117.3B | 602.97% | |
| 61 | ROKRockwell Automation Inc | 543,984 | $117.0B | 601.46% | |
| 62 | SRCLStericycle Inc | 2,796,974 | $116.9B | 601.12% | |
| 63 | TSMTaiwan Semiconductor Manufactu | 1,666,313 | $113.9B | 585.49% | |
| 64 | MASMasco Corp | 2,390,594 | $111.6B | 573.71% | |
| 65 | COOCooper Cos Inc/The | 421,085 | $110.9B | 569.84% | |
| 66 | MTDMettler-Toledo International I | 101,820 | $110.4B | 567.38% | |
| 67 | BMIBadger Meter Inc | 1,184,861 | $108.9B | 559.59% | |
| 68 | ALTREURAltair Engineering Inc | 2,429,397 | $106.8B | 549.17% | |
| 69 | XYLXylem Inc/NY | 1,124,450 | $98.2B | 504.91% | |
| 70 | POOLPool Corp | 302,202 | $96.2B | 494.28% | |
| 71 | SITESiteOne Landscape Supply Inc | 837,755 | $87.2B | 448.43% | |
| 72 | CWTCalifornia Water Service Group | 1,555,534 | $82.0B | 421.28% | |
| 73 | DCIDonaldson Co Inc | 1,668,119 | $81.0B | 416.33% | |
| 74 | FELEFranklin Electric Co Inc | 991,250 | $81.0B | 416.31% | |
| 75 | AZEKAZEK Co Inc/The | 4,776,293 | $79.0B | 406.24% | |
| 76 | HASIHannon Armstrong Sustainable I | 2,318,619 | $69.4B | 356.69% | |
| 77 | HRIHerc Holdings Inc | 673,215 | $69.3B | 356.33% | |
| 78 | SONSonoco Products Co | 1,095,376 | $62.1B | 319.40% | |
| 79 | AMZNAmazon.com Inc | 500,111 | $56.5B | 290.48% | |
| 80 | GOOGLAlphabet Inc | 581,018 | $55.6B | 285.65% | |
| 81 | IFFInternational Flavors & Fragra | 572,993 | $52.0B | 267.51% | |
| 82 | VRTVertiv Holdings Co | 5,259,085 | $51.1B | 262.75% | |
| 83 | AMEDAmedisys Inc | 501,937 | $48.5B | 249.09% | |
| 84 | SBUXStarbucks Corp | 569,837 | $48.0B | 246.79% | |
| 85 | MCXMcCormick & Co Inc/MD | 671,332 | $47.8B | 245.93% | |
| 86 | BALLBall Corp | 988,680 | $47.8B | 245.55% | |
| 87 | VOYAVoya Financial Inc | 787,100 | $47.6B | 244.77% | |
| 88 | MRKMerck & Co Inc | 542,888 | $46.8B | 240.31% | |
| 89 | JPMJPMorgan Chase & Co | 440,336 | $46.0B | 236.52% | |
| 90 | AGCOAGCO Corp | 478,241 | $46.0B | 236.40% | |
| 91 | PGProcter & Gamble Co/The | 352,558 | $44.5B | 228.78% | |
| 92 | SWCHEURSwitch Inc | 1,247,521 | $41.6B | 214.06% | |
| 93 | DISWalt Disney Co/The | 439,494 | $41.5B | 213.09% | |
| 94 | CVSCVS Health Corp | 433,992 | $41.4B | 212.74% | |
| 95 | CYRXCryoPort Inc | 1,693,623 | $41.0B | 210.68% | |
| 96 | LOWLowe's Cos Inc | 214,658 | $40.3B | 207.22% | |
| 97 | ACNAccenture PLC | 146,214 | $37.6B | 193.37% | |
| 98 | BMYBristol-Myers Squibb Co | 524,458 | $37.3B | 191.64% | |
| 99 | ELEstee Lauder Cos Inc/The | 163,974 | $35.4B | 181.97% | |
| 100 | TMUST-Mobile US Inc | 262,891 | $35.3B | 181.30% |
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