Impax Asset Management Group plc Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$22.4B

Holdings

395

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (395 positions)

StockValue
LINLinde PLC
$1.1B
MSFTMicrosoft Corp
$940.1M
AWCAmerican Water Works Co Inc
$695.9M
APTVAptiv PLC
$668.8M
PNRPentair PLC
$631.4M
CITCintas Corp
$542.7M
TRMBTrimble Inc
$520.8M
MAMastercard Inc
$473.5M
TELTE Connectivity Ltd
$459.4M
IEXIDEX Corp
$438.1M
URIUnited Rentals Inc
$426.4M
AMATApplied Materials Inc
$352.1M
CDNSCadence Design Systems Inc
$347.1M
WMSAdvanced Drainage Systems Inc
$342.6M
TMOThermo Fisher Scientific Inc
$339.9M
HDBHDFC Bank Ltd
$330.4M
IQVIQVIA Holdings Inc
$325.9M
WTSWatts Water Technologies Inc
$312.1M
RSGRepublic Services Inc
$311.0M
WMWaste Management Inc
$308.7M
ZWSZurn Elkay Water Solutions Cor
$298.0M
DHRDanaher Corp
$297.5M
DARDarling Ingredients Inc
$297.5M
VVisa Inc
$275.4M
AOSA O Smith Corp
$271.2M
ADIAnalog Devices Inc
$271.2M
AG8Agilent Technologies Inc
$270.3M
SAJACia de Saneamento Basico do Es
$238.7M
ADSKAutodesk Inc
$226.3M
TTTrane Technologies PLC
$225.2M
BSXBoston Scientific Corp
$224.5M
HUBBHubbell Inc
$216.5M
WATWaters Corp
$212.7M
PTCPTC Inc
$210.8M
TXNTexas Instruments Inc
$206.9M
BDXBecton Dickinson & Co
$205.8M
MTDMettler-Toledo International I
$200.5M
RYNRayonier Inc
$198.5M
VRTXVertex Pharmaceuticals Inc
$193.7M
VMIValmont Industries Inc
$191.5M
AKXANSYS Inc
$190.6M
ECLEcolab Inc
$185.9M
XYLXylem Inc/NY
$185.1M
LFUSLittelfuse Inc
$184.5M
AAPLApple Inc
$174.7M
JT5Mueller Water Products Inc
$168.2M
CCKCrown Holdings Inc
$166.3M
MASMasco Corp
$165.0M
CHEChemed Corp
$161.7M
HNMOrmat Technologies Inc
$159.7M
RGENRepligen Corp
$153.8M
SITESiteOne Landscape Supply Inc
$153.7M
MPWRMonolithic Power Systems Inc
$146.6M
GPKGraphic Packaging Holding Co
$137.3M
COOCooper Cos Inc/The
$136.1M
ACMAECOM
$135.2M
SRCLStericycle Inc
$132.8M
ALTREURAltair Engineering Inc
$132.6M
LIILennox International Inc
$132.3M
ROKRockwell Automation Inc
$130.3M
GNRCGenerac Holdings Inc
$127.2M
CARRCarrier Global Corp
$123.5M
SEDGSolarEdge Technologies Inc
$121.1M
IFFInternational Flavors & Fragra
$120.6M
CGNXCognex Corp
$119.3M
EQIXEquinix Inc
$115.8M
GOOGLAlphabet Inc
$103.9M
CLHClean Harbors Inc
$101.1M
BMIBadger Meter Inc
$100.4M
KLACKLA Corp
$97.7M
FELEFranklin Electric Co Inc
$88.4M
VRTVertiv Holdings Co
$87.2M
MRKMerck & Co Inc
$80.4M
ABTAbbott Laboratories
$76.8M
DCIDonaldson Co Inc
$74.5M
CWTCalifornia Water Service Group
$74.3M
VOYAVoya Financial Inc
$73.6M
DISWalt Disney Co/The
$72.3M
AZEKAZEK Co Inc/The
$70.3M
JPMJPMorgan Chase & Co
$68.4M
CMECME Group Inc
$61.9M
CSLCarlisle Cos Inc
$58.4M
CRMSalesforce Inc
$58.3M
HRIHerc Holdings Inc
$57.7M
FERGFerguson PLC
$56.2M
PGProcter & Gamble Co/The
$55.5M
TREXTrex Co Inc
$55.3M
LOWLowe's Cos Inc
$54.7M
CVSCVS Health Corp
$51.3M
ACNAccenture PLC
$51.1M
SONSonoco Products Co
$50.7M
NOWServiceNow Inc
$50.2M
CLColgate-Palmolive Co
$49.4M
BALLBall Corp
$48.9M
SYYSysco Corp
$43.6M
TMUST-Mobile US Inc
$40.7M
STESTERIS PLC
$40.4M
HLTHilton Worldwide Holdings Inc
$40.2M
AVTRAvantor Inc
$39.7M
GOOGAlphabet Inc
$39.2M
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