Impax Asset Management Group plc Q4 2022 Filing
Filed February 9, 2023
Portfolio Value
$22.4B
Holdings
381
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (381 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 2,898,762 | $944.7B | 4226.76% | |
| 2 | MSFTMicrosoft Corp | 3,184,471 | $762.8B | 3413.06% | |
| 3 | AWCAmerican Water Works Co Inc | 4,841,870 | $737.1B | 3298.03% | |
| 4 | PNRPentair PLC | 14,182,012 | $636.9B | 2849.79% | |
| 5 | AG8Agilent Technologies Inc | 3,920,813 | $586.7B | 2625.21% | |
| 6 | TRMBTrimble Inc | 10,789,353 | $544.8B | 2437.34% | |
| 7 | APTVAptiv PLC | 5,136,615 | $478.0B | 2138.56% | |
| 8 | CITCintas Corp | 1,027,507 | $463.4B | 2073.21% | |
| 9 | EQIXEquinix Inc | 659,094 | $431.3B | 1929.53% | |
| 10 | IEXIDEX Corp | 1,880,247 | $429.3B | 1920.83% | |
| 11 | AMATApplied Materials Inc | 3,972,186 | $386.4B | 1728.74% | |
| 12 | TELTE Connectivity Ltd | 3,201,761 | $367.1B | 1642.67% | |
| 13 | MAMastercard Inc | 1,039,115 | $360.5B | 1613.05% | |
| 14 | IQVIQVIA Holdings Inc | 1,757,936 | $359.4B | 1608.18% | |
| 15 | PTCPTC Inc | 2,847,682 | $340.7B | 1524.24% | |
| 16 | WMWaste Management Inc | 2,069,181 | $324.6B | 1452.37% | |
| 17 | BSXBoston Scientific Corp | 7,023,434 | $324.2B | 1450.63% | |
| 18 | TMOThermo Fisher Scientific Inc | 582,044 | $319.8B | 1430.74% | |
| 19 | URIUnited Rentals Inc | 875,327 | $310.7B | 1390.33% | |
| 20 | HDBHDFC Bank Ltd | 4,361,806 | $297.7B | 1331.98% | |
| 21 | WTSWatts Water Technologies Inc | 1,951,990 | $284.8B | 1274.27% | |
| 22 | CDNSCadence Design Systems Inc | 1,773,142 | $284.3B | 1272.17% | |
| 23 | ADIAnalog Devices Inc | 1,686,163 | $275.9B | 1234.48% | |
| 24 | RSGRepublic Services Inc | 2,063,246 | $266.1B | 1190.74% | |
| 25 | VVisa Inc | 1,211,314 | $251.2B | 1124.10% | |
| 26 | AKXANSYS Inc | 1,023,634 | $247.3B | 1106.45% | |
| 27 | ADSKAutodesk Inc | 1,305,051 | $243.9B | 1091.13% | |
| 28 | TTTrane Technologies PLC | 1,446,245 | $243.1B | 1087.66% | |
| 29 | ZWSZurn Elkay Water Solutions Cor | 11,273,427 | $237.9B | 1064.25% | |
| 30 | HUBBHubbell Inc | 1,006,734 | $236.3B | 1057.06% | |
| 31 | AOSA O Smith Corp | 4,066,526 | $232.8B | 1041.44% | |
| 32 | DARDarling Ingredients Inc | 3,677,811 | $229.3B | 1026.04% | |
| 33 | WMSAdvanced Drainage Systems Inc | 2,802,026 | $229.1B | 1025.05% | |
| 34 | IFFInternational Flavors & Fragra | 2,153,060 | $225.7B | 1009.93% | |
| 35 | WATWaters Corp | 656,611 | $224.9B | 1006.42% | |
| 36 | TXNTexas Instruments Inc | 1,345,997 | $222.4B | 994.99% | |
| 37 | VRTXVertex Pharmaceuticals Inc | 764,011 | $220.2B | 985.27% | |
| 38 | WTRGEssential Utilities Inc | 4,449,350 | $212.4B | 950.16% | |
| 39 | DHRDanaher Corp | 798,196 | $211.4B | 945.99% | |
| 40 | DEDeere & Co | 488,527 | $209.5B | 937.16% | |
| 41 | VMIValmont Industries Inc | 598,285 | $197.8B | 885.14% | |
| 42 | LFUSLittelfuse Inc | 885,562 | $194.1B | 868.46% | |
| 43 | WRKUSDWestrock Co | 5,218,617 | $183.5B | 820.95% | |
| 44 | RYNRayonier Inc | 5,487,702 | $180.1B | 805.95% | |
| 45 | GPKGraphic Packaging Holding Co | 8,086,510 | $179.0B | 800.77% | |
| 46 | SAJACia de Saneamento Basico do Es | 16,774,548 | $178.2B | 797.44% | |
| 47 | TTCToro Co/The | 1,510,647 | $171.0B | 765.10% | |
| 48 | ECLEcolab Inc | 1,111,258 | $161.8B | 723.71% | |
| 49 | MPWRMonolithic Power Systems Inc | 458,590 | $161.4B | 722.30% | |
| 50 | JT5Mueller Water Products Inc | 14,645,826 | $157.6B | 705.08% | |
| 51 | HNMOrmat Technologies Inc | 1,804,422 | $155.3B | 694.64% | |
| 52 | AAPLApple Inc | 1,181,551 | $153.5B | 686.86% | |
| 53 | COOCooper Cos Inc/The | 457,717 | $151.0B | 675.71% | |
| 54 | LIILennox International Inc | 611,664 | $145.6B | 651.51% | |
| 55 | SRCLStericycle Inc | 2,914,598 | $144.3B | 645.84% | |
| 56 | GLGlobe Life Inc | 1,190,306 | $143.2B | 640.52% | |
| 57 | CCKCrown Holdings Inc | 1,712,415 | $140.8B | 629.86% | |
| 58 | MTDMettler-Toledo International I | 96,020 | $138.8B | 620.98% | |
| 59 | RGENRepligen Corp | 820,852 | $138.2B | 618.48% | |
| 60 | SEDGSolarEdge Technologies Inc | 483,656 | $136.4B | 610.27% | |
| 61 | ROKRockwell Automation Inc | 525,684 | $135.4B | 605.80% | |
| 62 | XYLXylem Inc/NY | 1,200,599 | $132.8B | 593.94% | |
| 63 | ALTREURAltair Engineering Inc | 2,882,029 | $130.4B | 583.33% | |
| 64 | CLHClean Harbors Inc | 1,082,927 | $122.4B | 547.58% | |
| 65 | MASMasco Corp | 2,578,015 | $120.3B | 538.31% | |
| 66 | GNRCGenerac Holdings Inc | 1,152,159 | $115.4B | 516.29% | |
| 67 | AZEKAZEK Co Inc/The | 5,694,260 | $115.1B | 515.09% | |
| 68 | BMIBadger Meter Inc | 1,002,982 | $108.8B | 486.68% | |
| 69 | SITESiteOne Landscape Supply Inc | 911,269 | $106.9B | 478.33% | |
| 70 | AQUAUSDEvoqua Water Technologies Corp | 2,649,753 | $104.9B | 469.47% | |
| 71 | DCIDonaldson Co Inc | 1,638,663 | $95.6B | 427.55% | |
| 72 | BDXBecton Dickinson and Co | 369,080 | $93.6B | 418.96% | |
| 73 | CWTCalifornia Water Service Group | 1,523,505 | $92.4B | 413.34% | |
| 74 | POOLPool Corp | 302,202 | $91.4B | 408.78% | |
| 75 | HRIHerc Holdings Inc | 668,264 | $87.2B | 389.94% | |
| 76 | MCXMcCormick & Co Inc/MD | 979,075 | $81.2B | 363.10% | |
| 77 | FELEFranklin Electric Co Inc | 991,250 | $79.1B | 353.69% | |
| 78 | KLACKLA Corp | 203,726 | $76.8B | 343.66% | |
| 79 | GOOGLAlphabet Inc | 840,996 | $74.2B | 331.99% | |
| 80 | VOYAVoya Financial Inc | 1,189,882 | $73.2B | 327.35% | |
| 81 | MRKMerck & Co Inc | 658,883 | $73.1B | 327.07% | |
| 82 | VRTVertiv Holdings Co | 5,307,516 | $72.5B | 324.38% | |
| 83 | DISWalt Disney Co/The | 775,034 | $67.3B | 301.26% | |
| 84 | SONSonoco Products Co | 1,095,376 | $66.5B | 297.53% | |
| 85 | JPMJPMorgan Chase & Co | 485,638 | $65.1B | 291.37% | |
| 86 | AMZNAmazon.com Inc | 746,092 | $62.7B | 280.40% | |
| 87 | AGCOAGCO Corp | 446,741 | $62.0B | 277.21% | |
| 88 | PGProcter & Gamble Co/The | 403,261 | $61.1B | 273.45% | |
| 89 | LOWLowe's Cos Inc | 287,710 | $57.3B | 256.47% | |
| 90 | CVSCVS Health Corp | 613,929 | $57.2B | 255.98% | |
| 91 | SBUXStarbucks Corp | 569,867 | $56.5B | 252.92% | |
| 92 | PNCPNC Financial Services Group I | 354,985 | $56.1B | 250.85% | |
| 93 | ACNAccenture PLC | 207,985 | $55.5B | 248.31% | |
| 94 | CFGCitizens Financial Group Inc | 1,397,208 | $55.0B | 246.11% | |
| 95 | TMUST-Mobile US Inc | 386,088 | $54.1B | 241.84% | |
| 96 | UPSUnited Parcel Service Inc | 305,794 | $53.2B | 237.84% | |
| 97 | ELEstee Lauder Cos Inc/The | 213,553 | $53.0B | 237.06% | |
| 98 | BALLBall Corp | 983,402 | $50.3B | 225.01% | |
| 99 | CSLCarlisle Cos Inc | 205,314 | $48.4B | 216.47% | |
| 100 | CRMSalesforce Inc | 361,952 | $48.0B | 214.72% |
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