Impax Asset Management Group plc Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$9.0B
Holdings
279
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (279 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYLXylem Inc/NY | 4,569,428 | $359.3B | 4008.78% | |
| 2 | PNRPentair PLC | 6,821,557 | $312.1B | 3481.83% | |
| 3 | TRMBTrimble Inc | 7,313,992 | $304.2B | 3393.85% | |
| 4 | AWCAmerican Water Works Co Inc | 2,419,442 | $296.6B | 3309.26% | |
| 5 | AG8Agilent Technologies Inc | 3,305,387 | $282.0B | 3145.71% | |
| 6 | IEXIDEX Corp | 1,523,724 | $262.1B | 2923.69% | |
| 7 | ECLEcolab Inc | 1,158,108 | $223.5B | 2493.33% | |
| 8 | DHRDanaher Corp | 1,437,954 | $220.7B | 2462.02% | |
| 9 | AOSAO Smith Corp | 4,235,895 | $201.3B | 2245.78% | |
| 10 | MFS1EURWelbilt Inc | 11,270,931 | $175.2B | 1954.91% | |
| 11 | FELEFranklin Electric Co Inc | 3,041,639 | $173.6B | 1936.78% | |
| 12 | LINLinde PLC | 791,492 | $168.5B | 1879.83% | |
| 13 | ITRIItron Inc | 1,936,558 | $162.0B | 1807.76% | |
| 14 | PTCPTC Inc | 2,062,274 | $153.7B | 1714.42% | |
| 15 | APTVAptiv PLC | 1,609,507 | $152.9B | 1705.20% | |
| 16 | WMWaste Management Inc | 1,323,141 | $150.8B | 1682.11% | |
| 17 | RXNEURRexnord Corp | 4,586,817 | $149.6B | 1669.13% | |
| 18 | RYNRayonier Inc | 4,417,893 | $143.8B | 1604.32% | |
| 19 | WRKUSDWestrock Co | 3,316,644 | $142.3B | 1587.64% | |
| 20 | TELTE Connectivity Ltd | 1,484,009 | $142.2B | 1586.64% | |
| 21 | IRIngersoll-Rand PLC | 1,053,224 | $140.0B | 1561.74% | |
| 22 | JT5Mueller Water Products Inc | 10,700,086 | $128.2B | 1430.01% | |
| 23 | VMIValmont Industries Inc | 855,477 | $128.1B | 1429.41% | |
| 24 | DARDarling Ingredients Inc | 4,418,414 | $123.4B | 1376.33% | |
| 25 | —Aqua America Inc | 2,607,319 | $122.4B | 1365.32% | |
| 26 | TTCToro Co/The | 1,508,258 | $120.2B | 1340.50% | |
| 27 | SAJACia de Saneamento Basico do Es | 7,756,603 | $116.3B | 1297.06% | |
| 28 | WMSAdvanced Drainage Systems Inc | 2,993,126 | $115.8B | 1291.99% | |
| 29 | ADSKAutodesk Inc | 623,559 | $114.4B | 1276.19% | |
| 30 | WATWaters Corp | 470,137 | $109.8B | 1225.43% | |
| 31 | PKNPerkinElmer Inc | 1,115,762 | $108.3B | 1208.61% | |
| 32 | HNMOrmat Technologies Inc | 1,462,045 | $108.3B | 1207.80% | |
| 33 | GNRCGenerac Holdings Inc | 1,019,413 | $101.7B | 1134.03% | |
| 34 | MSFTMicrosoft Corp | 621,829 | $98.1B | 1093.95% | |
| 35 | BMIBadger Meter Inc | 1,486,166 | $96.1B | 1072.55% | |
| 36 | WTSWatts Water Technologies Inc | 955,935 | $95.0B | 1060.08% | |
| 37 | —SPX FLOW Inc | 1,938,922 | $94.8B | 1057.06% | |
| 38 | EQIXEquinix Inc | 157,312 | $91.8B | 1024.35% | |
| 39 | LNNLindsay Corp | 878,279 | $84.3B | 940.49% | |
| 40 | SEESealed Air Corp | 2,044,538 | $81.4B | 908.45% | |
| 41 | FLSFlowserve Corp | 1,632,175 | $81.2B | 906.21% | |
| 42 | STSensata Technologies Holding P | 1,467,021 | $78.3B | 873.77% | |
| 43 | HUBBHubbell Inc | 524,552 | $77.5B | 865.00% | |
| 44 | POOLPool Corp | 364,281 | $77.4B | 863.07% | |
| 45 | MTDMettler-Toledo International I | 94,903 | $75.3B | 839.86% | |
| 46 | LFUSLittelfuse Inc | 379,975 | $72.2B | 805.06% | |
| 47 | CLHClean Harbors Inc | 790,142 | $67.0B | 747.45% | |
| 48 | AKXANSYS Inc | 245,870 | $63.3B | 706.03% | |
| 49 | ALTREURAltair Engineering Inc | 1,556,078 | $55.4B | 618.10% | |
| 50 | LIILennox International Inc | 224,901 | $54.6B | 608.63% | |
| 51 | DCIDonaldson Co Inc | 880,732 | $50.1B | 559.33% | |
| 52 | VVisa Inc | 260,298 | $48.9B | 545.62% | |
| 53 | ROKRockwell Automation Inc | 235,976 | $47.8B | 533.52% | |
| 54 | IQVIQVIA Holdings Inc | 270,870 | $41.9B | 466.89% | |
| 55 | AAPLApple Inc | 139,995 | $41.1B | 458.61% | |
| 56 | TMOThermo Fisher Scientific Inc | 124,251 | $40.4B | 450.30% | |
| 57 | PGProcter & Gamble Co/The | 270,146 | $33.7B | 376.40% | |
| 58 | —Delphi Technologies PLC | 2,589,306 | $33.2B | 370.60% | |
| 59 | HDBHDFC Bank Ltd | 511,251 | $32.4B | 361.42% | |
| 60 | SFMSprouts Farmers Market Inc | 1,465,461 | $28.4B | 316.34% | |
| 61 | SONSonoco Products Co | 452,000 | $27.9B | 311.21% | |
| 62 | TSMTaiwan Semiconductor Manufactu | 479,285 | $27.8B | 310.64% | |
| 63 | SEDGSolarEdge Technologies Inc | 293,867 | $27.8B | 309.69% | |
| 64 | VOYAVoya Financial Inc | 449,177 | $27.4B | 305.57% | |
| 65 | AMZNAmazon.com Inc | 14,732 | $27.2B | 303.68% | |
| 66 | MRKMerck & Co Inc | 292,968 | $26.6B | 297.24% | |
| 67 | MAMastercard Inc | 88,708 | $26.5B | 295.48% | |
| 68 | AGCOAGCO Corp | 327,473 | $25.3B | 282.21% | |
| 69 | HOLIHollysys Automation Technologi | 1,547,321 | $25.2B | 281.27% | |
| 70 | JPMJPMorgan Chase & Co | 175,818 | $24.5B | 273.41% | |
| 71 | HTBHomeTrust Bancshares Inc | 907,136 | $24.3B | 271.51% | |
| 72 | FTVFortive Corp | 314,458 | $24.0B | 267.97% | |
| 73 | BACBank of America Corp | 672,388 | $23.7B | 264.19% | |
| 74 | TAT&T Inc | 566,741 | $22.1B | 247.08% | |
| 75 | VCTRVictory Capital Holdings Inc | 1,050,736 | $22.0B | 245.80% | |
| 76 | CDNSCadence Design Systems Inc | 310,946 | $21.6B | 240.59% | |
| 77 | ACNAccenture PLC | 102,126 | $21.5B | 239.90% | |
| 78 | SBUXStarbucks Corp | 242,998 | $21.4B | 238.33% | |
| 79 | —Meridian Bancorp Inc | 1,059,307 | $21.3B | 237.40% | |
| 80 | CRMsalesforce.com Inc | 129,118 | $21.0B | 234.27% | |
| 81 | GOOGAlphabet Inc | 15,275 | $20.4B | 227.83% | |
| 82 | GOOGLAlphabet Inc | 15,223 | $20.4B | 227.46% | |
| 83 | LOWLowe's Cos Inc | 163,778 | $19.6B | 218.81% | |
| 84 | —Natus Medical Inc | 580,122 | $19.1B | 213.50% | |
| 85 | BDXBecton Dickinson and Co | 69,269 | $18.8B | 210.16% | |
| 86 | TGTTarget Corp | 146,886 | $18.8B | 210.08% | |
| 87 | BMYBristol-Myers Squibb Co | 288,080 | $18.5B | 206.29% | |
| 88 | AMATApplied Materials Inc | 295,842 | $18.1B | 201.45% | |
| 89 | MDLZMondelez International Inc | 325,100 | $17.9B | 199.76% | |
| 90 | IPGPIPG Photonics Corp | 118,515 | $17.2B | 191.60% | |
| 91 | GRFSGrifols SA | 729,375 | $17.0B | 189.50% | |
| 92 | 0VVBViacomCBS Inc | 377,928 | $15.9B | 176.95% | |
| 93 | ETNEaton Corp PLC | 165,671 | $15.7B | 175.05% | |
| 94 | CICigna Corp | 76,694 | $15.7B | 174.95% | |
| 95 | MDTMedtronic PLC | 136,785 | $15.5B | 173.11% | |
| 96 | AIGAmerican International Group I | 276,702 | $14.2B | 158.44% | |
| 97 | VMCVulcan Materials Co | 97,800 | $14.1B | 157.09% | |
| 98 | PLDPrologis Inc | 153,500 | $13.7B | 152.64% | |
| 99 | BLKCHFBlackRock Inc | 27,100 | $13.6B | 151.97% | |
| 100 | TMUST-Mobile US Inc | 172,700 | $13.5B | 151.08% |
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