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)

StockValue
PLDPrologis Inc
$34.1M
CMECME Group Inc
$33.7M
PANWPalo Alto Networks Inc
$32.5M
PPGPPG Industries Inc
$30.4M
LGNDLigand Pharmaceuticals Inc
$30.0M
CBChubb Ltd
$29.9M
HLTHilton Worldwide Holdings Inc
$29.4M
CFGCitizens Financial Group Inc
$29.2M
SBUXStarbucks Corp
$28.5M
AAMIBrightsphere Investment Group
$26.3M
BALLBall Corp
$25.3M
WYWeyerhaeuser Co
$25.1M
AVGOBroadcom Inc
$24.9M
ROIVRoivant Sciences Ltd
$23.7M
MIDDMiddleby Corp/The
$23.1M
VENVentas Inc
$22.7M
ENPHEnphase Energy Inc
$21.2M
AMZNAmazon.com Inc
$20.6M
AFWAlign Technology Inc
$20.5M
DOLEDole PLC
$20.3M
USFDUS Foods Holding Corp
$20.2M
KEYKeyCorp
$20.0M
HHHHoward Hughes Holdings Inc
$19.8M
CVSCVS Health Corp
$19.8M
HCATHealth Catalyst Inc
$19.4M
CNHICNH Industrial NV
$19.2M
SHLSShoals Technologies Group Inc
$19.1M
AVYAvery Dennison Corp
$18.3M
SEESealed Air Corp
$18.2M
CCKCrown Holdings Inc
$18.0M
CMGChipotle Mexican Grill Inc
$17.5M
ZTSZoetis Inc
$16.4M
PAHUSDElement Solutions Inc
$16.3M
PGRProgressive Corp/The
$16.0M
CFRCullen/Frost Bankers Inc
$15.4M
ONTOOnto Innovation Inc
$15.3M
PLNTPlanet Fitness Inc
$14.1M
INTUIntuit Inc
$14.1M
EBCEastern Bankshares Inc
$14.1M
WHWyndham Hotels & Resorts Inc
$13.6M
EMREmerson Electric Co
$13.0M
TRVCCitigroup Inc
$12.8M
WKWorkiva Inc
$12.4M
NSZNetScout Systems Inc
$12.3M
ACAArcosa Inc
$12.3M
NFLXNetflix Inc
$12.1M
NPOEnpro Inc
$12.1M
BJBJ's Wholesale Club Holdings I
$12.1M
MMSIMerit Medical Systems Inc
$11.6M
FERGFerguson Enterprises Inc
$11.4M
ACNAccenture PLC
$11.4M
EXTRExtreme Networks Inc
$11.3M
EIXEdison International
$11.1M
CIENCiena Corp
$11.1M
ATENA10 Networks Inc
$10.8M
SIBNSI-BONE Inc
$10.7M
PBVPrestige Consumer Healthcare I
$10.5M
AGCOAGCO Corp
$10.4M
PCRXPacira BioSciences Inc
$10.2M
TRSTriMas Corp
$10.1M
SMPLSimply Good Foods Co/The
$10.1M
JNJJohnson & Johnson
$10.0M
OTISOtis Worldwide Corp
$9.9M
CSCOCisco Systems Inc
$9.8M
KOCoca-Cola Co/The
$9.6M
ELVElevance Health Inc
$9.4M
INSPInspire Medical Systems Inc
$9.3M
ENOVEnovis Corp
$9.2M
ENFNEnfusion Inc
$9.2M
GISGeneral Mills Inc
$8.9M
LNNLindsay Corp
$8.6M
TTGTTechTarget Inc
$8.5M
CRMSalesforce Inc
$8.4M
BMYBristol-Myers Squibb Co
$8.4M
DECKDeckers Outdoor Corp
$8.4M
EBAeBay Inc
$8.3M
CYTKCytokinetics Inc
$8.2M
NXQuanex Building Products Corp
$8.2M
ADCAgree Realty Corp
$8.1M
TEAMAtlassian Corp
$7.9M
CLXClorox Co/The
$7.8M
ILMNIllumina Inc
$7.7M
COLMColumbia Sportswear Co
$7.6M
EXPEExpedia Group Inc
$7.6M
BBYBest Buy Co Inc
$7.6M
MRUSMerus NV
$7.6M
ARRYArray Technologies Inc
$7.5M
DYDycom Industries Inc
$7.5M
WTWWillis Towers Watson PLC
$7.5M
MSAMSA Safety Inc
$7.5M
CAHCardinal Health Inc
$7.5M
HRHealthcare Realty Trust Inc
$7.5M
MARMarriott International Inc/MD
$7.4M
FRPTFreshpet Inc
$7.4M
LULULululemon Athletica Inc
$7.3M
CMICummins Inc
$7.3M
WSCWillScot Holdings Corp
$7.2M
CDWCDW Corp/DE
$7.2M
TRNOTerreno Realty Corp
$7.1M
ALVAutoliv Inc
$7.1M
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