Impax Asset Management Group plc Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$22.1B
Holdings
312
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (312 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 2,370,430 | $997.7B | 4518.31% | |
| 2 | LINLinde PLC | 2,249,901 | $940.9B | 4260.89% | |
| 3 | NVDANVIDIA Corp | 5,327,049 | $714.3B | 3234.93% | |
| 4 | XYLXylem Inc/NY | 5,561,661 | $644.0B | 2916.69% | |
| 5 | AWCAmerican Water Works Co Inc | 4,636,529 | $576.3B | 2610.06% | |
| 6 | PNRPentair PLC | 5,061,719 | $508.4B | 2302.53% | |
| 7 | RNRRenaissanceRe Holdings Ltd | 1,880,166 | $467.0B | 2114.79% | |
| 8 | TELTE Connectivity PLC | 3,166,828 | $452.0B | 2047.10% | |
| 9 | MAMastercard Inc | 828,541 | $434.9B | 1969.60% | |
| 10 | HUBBHubbell Inc | 1,024,120 | $428.3B | 1939.67% | |
| 11 | AMATApplied Materials Inc | 2,617,378 | $425.0B | 1924.65% | |
| 12 | VLTOVeralto Corp | 3,988,936 | $405.6B | 1836.82% | |
| 13 | BSXBoston Scientific Corp | 4,505,479 | $401.1B | 1816.68% | |
| 14 | AG8Agilent Technologies Inc | 2,829,429 | $380.1B | 1721.40% | |
| 15 | IEXIDEX Corp | 1,799,552 | $376.6B | 1705.66% | |
| 16 | CDNSCadence Design Systems Inc | 1,236,555 | $370.6B | 1678.39% | |
| 17 | CITCintas Corp | 1,858,040 | $338.8B | 1534.30% | |
| 18 | ORCLOracle Corp | 2,022,043 | $336.0B | 1521.77% | |
| 19 | WMWaste Management Inc | 1,633,330 | $329.6B | 1492.63% | |
| 20 | MRSHMarsh & McLennan Cos Inc | 1,550,711 | $328.3B | 1486.58% | |
| 21 | TMOThermo Fisher Scientific Inc | 624,093 | $323.6B | 1465.68% | |
| 22 | VVisa Inc | 981,548 | $309.5B | 1401.45% | |
| 23 | WMSAdvanced Drainage Systems Inc | 2,530,000 | $291.7B | 1321.14% | |
| 24 | APTVAptiv PLC | 4,765,012 | $287.8B | 1303.58% | |
| 25 | ADIAnalog Devices Inc | 1,316,955 | $278.9B | 1263.22% | |
| 26 | WATWaters Corp | 714,155 | $264.9B | 1199.83% | |
| 27 | WTSWatts Water Technologies Inc | 1,258,274 | $255.1B | 1155.36% | |
| 28 | MTDMettler-Toledo International I | 198,852 | $243.3B | 1101.99% | |
| 29 | CARRCarrier Global Corp | 3,501,376 | $239.0B | 1082.39% | |
| 30 | SNPSSynopsys Inc | 491,067 | $238.3B | 1079.40% | |
| 31 | TXNTexas Instruments Inc | 1,159,673 | $217.5B | 984.78% | |
| 32 | DHRDanaher Corp | 925,550 | $211.8B | 959.39% | |
| 33 | AOSA O Smith Corp | 3,102,128 | $211.6B | 958.27% | |
| 34 | HDBHDFC Bank Ltd | 3,140,187 | $199.9B | 905.28% | |
| 35 | VOYAVoya Financial Inc | 2,898,785 | $199.1B | 901.50% | |
| 36 | ADSKAutodesk Inc | 660,720 | $195.3B | 884.42% | |
| 37 | STESTERIS PLC | 951,758 | $194.8B | 881.99% | |
| 38 | SAJACia de Saneamento Basico do Es | 13,520,902 | $193.1B | 874.43% | |
| 39 | AKXANSYS Inc | 561,234 | $189.3B | 857.39% | |
| 40 | PTCPTC Inc | 1,035,598 | $189.0B | 855.80% | |
| 41 | CGNXCognex Corp | 5,082,314 | $181.8B | 823.25% | |
| 42 | TRMBTrimble Inc | 2,575,802 | $180.7B | 818.34% | |
| 43 | COOCooper Cos Inc/The | 1,964,749 | $180.0B | 815.38% | |
| 44 | CHEChemed Corp | 332,457 | $176.1B | 797.67% | |
| 45 | CNMCore & Main Inc | 3,430,787 | $174.7B | 791.00% | |
| 46 | RSGRepublic Services Inc | 857,050 | $172.4B | 780.85% | |
| 47 | MASMasco Corp | 2,294,921 | $166.5B | 754.23% | |
| 48 | ACMAECOM | 1,537,176 | $164.2B | 743.63% | |
| 49 | HNMOrmat Technologies Inc | 2,415,479 | $162.6B | 736.31% | |
| 50 | KLACKLA Corp | 254,365 | $160.3B | 725.87% | |
| 51 | TTTrane Technologies PLC | 427,315 | $157.8B | 714.77% | |
| 52 | LFUSLittelfuse Inc | 664,371 | $155.6B | 704.52% | |
| 53 | RYNRayonier Inc | 5,963,964 | $154.7B | 700.64% | |
| 54 | ECLEcolab Inc | 653,377 | $153.1B | 693.35% | |
| 55 | ZWSZurn Elkay Water Solutions Cor | 4,091,710 | $152.6B | 691.03% | |
| 56 | RGENRepligen Corp | 1,051,939 | $150.3B | 680.52% | |
| 57 | UNPUnion Pacific Corp | 622,803 | $142.0B | 643.19% | |
| 58 | AAPLApple Inc | 561,672 | $140.7B | 636.99% | |
| 59 | MPWRMonolithic Power Systems Inc | 237,910 | $139.9B | 633.63% | |
| 60 | SITESiteOne Landscape Supply Inc | 1,033,820 | $136.2B | 616.94% | |
| 61 | GNRCGenerac Holdings Inc | 843,412 | $129.9B | 588.24% | |
| 62 | ALTREURAltair Engineering Inc | 1,196,098 | $129.5B | 586.63% | |
| 63 | GOOGLAlphabet Inc | 664,210 | $125.7B | 569.42% | |
| 64 | BSYBentley Systems Inc | 2,493,059 | $115.7B | 524.06% | |
| 65 | LIILennox International Inc | 188,600 | $114.3B | 517.44% | |
| 66 | ISRGIntuitive Surgical Inc | 199,419 | $103.8B | 469.94% | |
| 67 | JT5Mueller Water Products Inc | 4,580,816 | $103.1B | 466.77% | |
| 68 | DARDarling Ingredients Inc | 2,989,309 | $100.2B | 453.63% | |
| 69 | VMIValmont Industries Inc | 322,476 | $98.9B | 447.86% | |
| 70 | CLHClean Harbors Inc | 434,806 | $98.8B | 447.63% | |
| 71 | GPKGraphic Packaging Holding Co | 3,519,697 | $94.8B | 429.48% | |
| 72 | FELEFranklin Electric Co Inc | 862,708 | $84.1B | 380.74% | |
| 73 | AZEKAZEK Co Inc/The | 1,537,176 | $72.2B | 326.77% | |
| 74 | JPMJPMorgan Chase & Co | 276,035 | $66.2B | 299.66% | |
| 75 | TREXTrex Co Inc | 907,109 | $62.6B | 283.58% | |
| 76 | DISWalt Disney Co/The | 517,461 | $57.6B | 260.94% | |
| 77 | VRTVertiv Holdings Co | 497,506 | $56.5B | 255.97% | |
| 78 | NOWServiceNow Inc | 50,627 | $53.7B | 243.06% | |
| 79 | HRIHerc Holdings Inc | 281,104 | $52.7B | 238.59% | |
| 80 | MCXMcCormick & Co Inc/MD | 682,968 | $52.1B | 235.81% | |
| 81 | WCNWaste Connections Inc | 305,368 | $51.8B | 234.54% | |
| 82 | PGProcter & Gamble Co/The | 299,582 | $50.2B | 227.46% | |
| 83 | MRVLMarvell Technology Inc | 436,284 | $48.2B | 218.23% | |
| 84 | DCIDonaldson Co Inc | 689,052 | $45.9B | 207.69% | |
| 85 | ABTAbbott Laboratories | 400,051 | $45.2B | 204.92% | |
| 86 | ULTAUlta Beauty Inc | 103,056 | $44.8B | 202.99% | |
| 87 | MRKMerck & Co Inc | 445,559 | $44.3B | 200.73% | |
| 88 | NVTnVent Electric PLC | 647,304 | $43.6B | 197.57% | |
| 89 | VCTRVictory Capital Holdings Inc | 625,000 | $40.9B | 185.28% | |
| 90 | IQVIQVIA Holdings Inc | 201,203 | $39.5B | 179.06% | |
| 91 | UPSUnited Parcel Service Inc | 307,757 | $38.8B | 175.75% | |
| 92 | AVTRAvantor Inc | 1,789,610 | $37.7B | 170.77% | |
| 93 | DYHTarget Corp | 271,325 | $36.7B | 166.10% | |
| 94 | LOWLowe's Cos Inc | 146,216 | $36.1B | 163.42% | |
| 95 | LLYEli Lilly & Co | 46,562 | $35.9B | 162.79% | |
| 96 | NBIXNeurocrine Biosciences Inc | 261,599 | $35.7B | 161.71% | |
| 97 | DELLDell Technologies Inc | 307,884 | $35.5B | 160.68% | |
| 98 | GILDGilead Sciences Inc | 380,570 | $35.2B | 159.20% | |
| 99 | CSLCarlisle Cos Inc | 94,778 | $35.0B | 158.32% | |
| 100 | SWKStanley Black & Decker Inc | 426,021 | $34.2B | 154.91% |
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