Impax Asset Management Group plc Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$27.3B
Holdings
419
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (419 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AWCAmerican Water Works Co Inc | 5,829,469 | $1.1T | 4025.70% | |
| 2 | LINLinde PLC | 2,981,888 | $1.0T | 3777.28% | |
| 3 | MSFTMicrosoft Corp | 2,479,076 | $833.8B | 3048.70% | |
| 4 | ECLEcolab Inc | 3,444,028 | $807.9B | 2954.26% | |
| 5 | TRMBTrimble Inc | 8,512,207 | $741.2B | 2710.06% | |
| 6 | PNRPentair PLC | 10,057,875 | $734.5B | 2685.84% | |
| 7 | AG8Agilent Technologies Inc | 4,540,510 | $724.9B | 2650.61% | |
| 8 | APTVAptiv PLC | 3,622,430 | $597.5B | 2184.87% | |
| 9 | EQIXEquinix Inc | 688,702 | $582.5B | 2130.06% | |
| 10 | IEXIDEX Corp | 2,444,243 | $577.6B | 2112.12% | |
| 11 | PTCPTC Inc | 4,569,209 | $552.2B | 2019.13% | |
| 12 | VRSKVerisk Analytics Inc | 2,187,376 | $500.3B | 1829.44% | |
| 13 | XYLXylem Inc/NY | 4,047,342 | $484.6B | 1771.89% | |
| 14 | HUBBHubbell Inc | 2,196,469 | $457.5B | 1672.73% | |
| 15 | WMWaste Management Inc | 2,611,904 | $435.9B | 1593.99% | |
| 16 | TELTE Connectivity Ltd | 2,615,601 | $422.0B | 1543.07% | |
| 17 | IQVIQVIA Holdings Inc | 1,414,775 | $399.2B | 1459.57% | |
| 18 | CDNSCadence Design Systems Inc | 2,086,845 | $388.9B | 1421.98% | |
| 19 | WMSAdvanced Drainage Systems Inc | 2,780,836 | $377.5B | 1380.51% | |
| 20 | CITCintas Corp | 836,398 | $370.7B | 1355.37% | |
| 21 | WTSWatts Water Technologies Inc | 1,840,773 | $356.8B | 1304.51% | |
| 22 | MAMastercard Inc | 984,492 | $353.7B | 1293.50% | |
| 23 | TTTrane Technologies PLC | 1,683,736 | $340.2B | 1243.83% | |
| 24 | TMOThermo Fisher Scientific Inc | 497,080 | $331.7B | 1212.78% | |
| 25 | ADSKAutodesk Inc | 1,143,696 | $321.6B | 1175.93% | |
| 26 | RYNRayonier Inc | 7,622,850 | $306.6B | 1120.99% | |
| 27 | WTRGEssential Utilities Inc | 5,554,494 | $298.2B | 1090.46% | |
| 28 | HDBHDFC Bank Ltd | 4,573,127 | $297.6B | 1088.09% | |
| 29 | AKXANSYS Inc | 739,728 | $296.7B | 1084.97% | |
| 30 | PKNPerkinElmer Inc | 1,466,461 | $294.8B | 1078.12% | |
| 31 | TXNTexas Instruments Inc | 1,516,813 | $285.9B | 1045.31% | |
| 32 | ADIAnalog Devices Inc | 1,611,136 | $283.2B | 1035.50% | |
| 33 | DARDarling Ingredients Inc | 4,044,181 | $279.3B | 1021.18% | |
| 34 | MPWRMonolithic Power Systems Inc | 544,628 | $267.6B | 978.53% | |
| 35 | WATWaters Corp | 717,812 | $267.5B | 977.97% | |
| 36 | WRKUSDWestrock Co | 5,892,722 | $261.4B | 955.83% | |
| 37 | HNMOrmat Technologies Inc | 3,284,722 | $259.4B | 948.35% | |
| 38 | AOSA O Smith Corp | 2,944,478 | $252.8B | 924.32% | |
| 39 | ROKRockwell Automation Inc | 696,642 | $243.0B | 888.63% | |
| 40 | LFUSLittelfuse Inc | 772,266 | $242.1B | 885.20% | |
| 41 | VVisa Inc | 1,112,328 | $241.1B | 881.42% | |
| 42 | AQUAUSDEvoqua Water Technologies Corp | 5,092,371 | $238.1B | 870.51% | |
| 43 | GNRCGenerac Holdings Inc | 662,821 | $232.1B | 848.87% | |
| 44 | ZWSZurn Water Solutions Corp | 6,356,844 | $231.4B | 846.09% | |
| 45 | TTCToro Co/The | 2,299,694 | $229.8B | 840.14% | |
| 46 | SAJACia de Saneamento Basico do Es | 31,347,346 | $229.4B | 838.92% | |
| 47 | VRTXVertex Pharmaceuticals Inc | 1,032,855 | $226.8B | 829.36% | |
| 48 | TSMTaiwan Semiconductor Manufactu | 1,876,368 | $225.7B | 825.45% | |
| 49 | RGENRepligen Corp | 813,012 | $214.3B | 783.58% | |
| 50 | MTDMettler-Toledo International I | 126,057 | $213.9B | 782.30% | |
| 51 | SEDGSolarEdge Technologies Inc | 754,007 | $210.8B | 770.94% | |
| 52 | BDXBecton Dickinson and Co | 831,270 | $209.0B | 764.40% | |
| 53 | HRIHerc Holdings Inc | 1,327,929 | $207.0B | 756.89% | |
| 54 | VMIValmont Industries Inc | 817,029 | $204.7B | 748.37% | |
| 55 | DHRDanaher Corp | 601,617 | $197.9B | 723.77% | |
| 56 | ITRIItron Inc | 2,722,054 | $186.0B | 680.26% | |
| 57 | JT5Mueller Water Products Inc | 12,768,256 | $183.9B | 672.31% | |
| 58 | DEDeere & Co | 535,333 | $183.6B | 671.20% | |
| 59 | ALTREURAltair Engineering Inc | 2,270,939 | $174.8B | 638.99% | |
| 60 | LIILennox International Inc | 535,633 | $173.2B | 633.14% | |
| 61 | GPKGraphic Packaging Holding Co | 8,788,941 | $170.4B | 623.11% | |
| 62 | IPGPIPG Photonics Corp | 978,760 | $167.7B | 613.07% | |
| 63 | CLHClean Harbors Inc | 1,600,226 | $158.2B | 578.63% | |
| 64 | HASIHannon Armstrong Sustainable I | 2,761,144 | $146.7B | 536.31% | |
| 65 | POOLPool Corp | 252,779 | $143.1B | 523.15% | |
| 66 | —SPX FLOW Inc | 1,614,430 | $139.6B | 510.51% | |
| 67 | COOCooper Cos Inc/The | 331,258 | $138.8B | 507.45% | |
| 68 | AAPLApple Inc | 775,724 | $137.7B | 503.67% | |
| 69 | BMIBadger Meter Inc | 1,265,943 | $134.3B | 490.97% | |
| 70 | URIUnited Rentals Inc | 401,141 | $133.3B | 487.40% | |
| 71 | SRCLStericycle Inc | 2,211,634 | $131.0B | 478.87% | |
| 72 | CWTCalifornia Water Service Group | 1,819,254 | $130.7B | 478.03% | |
| 73 | VRTVertiv Holdings Co | 5,141,260 | $128.4B | 469.42% | |
| 74 | SWCHEURSwitch Inc | 3,643,456 | $103.5B | 378.59% | |
| 75 | FELEFranklin Electric Co Inc | 1,037,256 | $98.1B | 358.65% | |
| 76 | LNNLindsay Corp | 581,933 | $88.5B | 323.44% | |
| 77 | DCIDonaldson Co Inc | 1,481,008 | $86.9B | 317.88% | |
| 78 | AMZNAmazon.com Inc | 22,039 | $73.5B | 268.70% | |
| 79 | SONSonoco Products Co | 1,265,842 | $73.3B | 267.95% | |
| 80 | MCXMcCormick & Co Inc/MD | 742,269 | $71.7B | 262.21% | |
| 81 | GOOGLAlphabet Inc | 22,909 | $66.4B | 242.68% | |
| 82 | PGProcter & Gamble Co/The | 405,499 | $66.3B | 242.54% | |
| 83 | CYRXCryoPort Inc | 1,071,742 | $63.0B | 230.38% | |
| 84 | SBUXStarbucks Corp | 453,565 | $53.1B | 193.99% | |
| 85 | SEESealed Air Corp | 775,348 | $52.3B | 191.29% | |
| 86 | VOYAVoya Financial Inc | 781,178 | $51.8B | 189.41% | |
| 87 | IFFInternational Flavors & Fragra | 337,824 | $50.9B | 186.09% | |
| 88 | JPMJPMorgan Chase & Co | 312,166 | $49.4B | 180.75% | |
| 89 | BALLBall Corp | 492,928 | $47.5B | 173.52% | |
| 90 | LOWLowe's Cos Inc | 181,417 | $46.9B | 171.46% | |
| 91 | DOLEDole PLC | 3,437,944 | $45.8B | 167.44% | |
| 92 | CVSCVS Health Corp | 436,608 | $45.0B | 164.69% | |
| 93 | CRMsalesforce.com Inc | 176,056 | $44.7B | 163.60% | |
| 94 | BMYBristol-Myers Squibb Co | 709,618 | $44.2B | 161.78% | |
| 95 | GOOGAlphabet Inc | 15,204 | $44.0B | 160.87% | |
| 96 | UPSUnited Parcel Service Inc | 193,345 | $41.4B | 151.53% | |
| 97 | AMATApplied Materials Inc | 255,959 | $40.3B | 147.28% | |
| 98 | CFGCitizens Financial Group Inc | 798,611 | $37.7B | 137.98% | |
| 99 | MRKMerck & Co Inc | 481,051 | $36.9B | 134.81% | |
| 100 | AGCOAGCO Corp | 317,576 | $36.8B | 134.73% |
Page 1 of 5Next