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
$940.0M
AWCAmerican Water Works Co Inc
$695.0M
APTVAptiv PLC
$668.0M
PNRPentair PLC
$631.0M
CITCintas Corp
$542.0M
TRMBTrimble Inc
$520.0M
MAMastercard Inc
$473.0M
TELTE Connectivity Ltd
$459.0M
IEXIDEX Corp
$438.0M
URIUnited Rentals Inc
$426.0M
AMATApplied Materials Inc
$352.0M
CDNSCadence Design Systems Inc
$347.0M
WMSAdvanced Drainage Systems Inc
$342.0M
HDBHDFC Bank Ltd
$330.0M
IQVIQVIA Holdings Inc
$325.0M
WTSWatts Water Technologies Inc
$312.0M
RSGRepublic Services Inc
$310.0M
WMWaste Management Inc
$308.0M
DARDarling Ingredients Inc
$297.0M
DHRDanaher Corp
$297.0M
ZWSZurn Elkay Water Solutions Cor
$297.0M
VVisa Inc
$275.0M
ADIAnalog Devices Inc
$271.0M
AOSA O Smith Corp
$271.0M
AG8Agilent Technologies Inc
$270.0M
SAJACia de Saneamento Basico do Es
$238.0M
ADSKAutodesk Inc
$226.0M
TTTrane Technologies PLC
$225.0M
BSXBoston Scientific Corp
$224.0M
HUBBHubbell Inc
$216.0M
WATWaters Corp
$212.0M
PTCPTC Inc
$210.0M
TXNTexas Instruments Inc
$206.0M
BDXBecton Dickinson & Co
$205.0M
RYNRayonier Inc
$198.0M
VRTXVertex Pharmaceuticals Inc
$193.0M
VMIValmont Industries Inc
$191.0M
AKXANSYS Inc
$190.0M
ECLEcolab Inc
$185.0M
XYLXylem Inc/NY
$185.0M
LFUSLittelfuse Inc
$184.0M
AAPLApple Inc
$174.0M
JT5Mueller Water Products Inc
$168.0M
CCKCrown Holdings Inc
$166.0M
MASMasco Corp
$164.0M
HNMOrmat Technologies Inc
$159.0M
SITESiteOne Landscape Supply Inc
$153.0M
RGENRepligen Corp
$153.0M
MPWRMonolithic Power Systems Inc
$146.0M
GPKGraphic Packaging Holding Co
$137.0M
COOCooper Cos Inc/The
$136.0M
ACMAECOM
$135.0M
ALTREURAltair Engineering Inc
$132.0M
SRCLStericycle Inc
$132.0M
LIILennox International Inc
$132.0M
ROKRockwell Automation Inc
$130.0M
GNRCGenerac Holdings Inc
$127.0M
CARRCarrier Global Corp
$123.0M
SEDGSolarEdge Technologies Inc
$121.0M
IFFInternational Flavors & Fragra
$120.0M
CGNXCognex Corp
$119.0M
GOOGLAlphabet Inc
$103.0M
CLHClean Harbors Inc
$101.0M
BMIBadger Meter Inc
$100.0M
KLACKLA Corp
$97.0M
FELEFranklin Electric Co Inc
$88.0M
VRTVertiv Holdings Co
$87.0M
MRKMerck & Co Inc
$80.0M
ABTAbbott Laboratories
$76.0M
DCIDonaldson Co Inc
$74.0M
CWTCalifornia Water Service Group
$74.0M
VOYAVoya Financial Inc
$73.0M
DISWalt Disney Co/The
$72.0M
AZEKAZEK Co Inc/The
$70.0M
JPMJPMorgan Chase & Co
$68.0M
CMECME Group Inc
$61.0M
CSLCarlisle Cos Inc
$58.0M
CRMSalesforce Inc
$58.0M
HRIHerc Holdings Inc
$57.0M
FERGFerguson PLC
$56.0M
TREXTrex Co Inc
$55.0M
PGProcter & Gamble Co/The
$55.0M
LOWLowe's Cos Inc
$54.0M
CVSCVS Health Corp
$51.0M
ACNAccenture PLC
$51.0M
SONSonoco Products Co
$50.0M
CLColgate-Palmolive Co
$49.0M
BALLBall Corp
$48.0M
SYYSysco Corp
$43.0M
HLTHilton Worldwide Holdings Inc
$40.0M
TMUST-Mobile US Inc
$40.0M
STESTERIS PLC
$40.0M
GOOGAlphabet Inc
$39.0M
AVTRAvantor Inc
$39.0M
PNCPNC Financial Services Group I
$37.0M
DYHTarget Corp
$36.0M
PANWPalo Alto Networks Inc
$36.0M
CYRXCryoPort Inc
$35.0M
MRVLMarvell Technology Inc
$35.0M
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