Impax Asset Management Group plc

CIK: 0001749768SEC EDGAR →

Portfolio Value

$16.0B

Holdings

279

As of

Q4 2025

New Positions

279

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
LIN

Linde PLC

1,841,939$785.4M
4.91%
2
MSFT

Microsoft Corp

1,591,543$769.7M
4.82%
3
XYL

Xylem Inc/NY

4,881,208$664.7M
4.16%
4
NVDA

NVIDIA Corp

3,034,256$565.9M
3.54%
5
HUBB

Hubbell Inc

820,499$364.4M
2.28%
6
AG8

Agilent Technologies Inc

2,595,597$353.2M
2.21%
7
PNR

Pentair PLC

3,311,159$344.8M
2.16%
8
APTV

Aptiv PLC

4,269,536$324.9M
2.03%
9
VLTO

Veralto Corp

3,145,370$313.8M
1.96%
10
AWC

American Water Works Co Inc

2,386,873$311.5M
1.95%

Quarterly Changes

Top Buys

LINNEW
$785.4M
MSFTNEW
$769.7M
XYLNEW
$664.7M
NVDANEW
$565.9M
HUBBNEW
$364.4M

Top Sells

No sells this quarter

New Positions (279)

LIN
$785.4M · 1.8M shares
MSFT
$769.7M · 1.6M shares
XYL
$664.7M · 4.9M shares
NVDA
$565.9M · 3.0M shares
HUBB
$364.4M · 820K shares
AG8
$353.2M · 2.6M shares
PNR
$344.8M · 3.3M shares
APTV
$324.9M · 4.3M shares
VLTO
$313.8M · 3.1M shares
AWC
$311.5M · 2.4M shares
AOS
$311.0M · 4.6M shares
IEX
$304.1M · 1.7M shares
WMS
$299.3M · 2.1M shares
EBA
$273.0M · 3.1M shares
RNR
$272.7M · 970K shares
MRVL
$267.1M · 3.1M shares
KLAC
$258.2M · 212K shares
CIT
$253.2M · 1.3M shares
WM
$221.7M · 1.0M shares
AMAT
$219.6M · 855K shares
SNPS
$208.0M · 443K shares
ZTS
$198.5M · 1.6M shares
VRT
$195.6M · 1.2M shares
ECL
$190.4M · 725K shares
MA
$189.8M · 332K shares
CARR
$187.5M · 3.5M shares
WTS
$178.8M · 648K shares
TEL
$174.0M · 765K shares
SAJA
$172.6M · 7.2M shares
MAS
$172.0M · 2.7M shares
CDNS
$168.3M · 539K shares
BSX
$164.4M · 1.7M shares
UNP
$159.5M · 689K shares
CNM
$149.3M · 2.9M shares
ZWS
$135.8M · 2.9M shares
APH
$132.8M · 983K shares
ACM
$132.7M · 1.4M shares
ITRI
$125.8M · 1.4M shares
RSG
$122.8M · 579K shares
TRMB
$119.9M · 1.5M shares
CFR
$116.0M · 916K shares
LFUS
$114.8M · 454K shares
SITE
$114.1M · 916K shares
ISRG
$113.0M · 200K shares
TTEK
$107.6M · 3.2M shares
FELE
$107.1M · 1.1M shares
AAON
$107.0M · 1.4M shares
TYL
$106.7M · 235K shares
VMI
$104.9M · 261K shares
CHE
$104.5M · 244K shares
DHR
$104.0M · 454K shares
ADSK
$103.6M · 350K shares
CFG
$101.0M · 1.7M shares
PTC
$100.9M · 579K shares
AAPL
$100.1M · 368K shares
TT
$98.4M · 253K shares
MPWR
$96.3M · 106K shares
NOW
$91.0M · 594K shares
AMZN
$89.4M · 387K shares
WAT
$88.2M · 232K shares
TMO
$86.4M · 149K shares
WCN
$84.5M · 482K shares
BSY
$83.1M · 2.2M shares
JT5
$80.1M · 3.4M shares
MRSH
$79.3M · 428K shares
GOOGL
$77.2M · 247K shares
HNM
$74.8M · 677K shares
TXN
$74.6M · 430K shares
RGEN
$67.7M · 413K shares
GNRC
$62.8M · 460K shares
TREX
$62.6M · 1.8M shares
HDB
$62.0M · 1.7M shares
NVT
$56.4M · 553K shares
LLY
$49.1M · 46K shares
PGR
$48.6M · 214K shares
JPM
$47.2M · 147K shares
WAB
$44.1M · 206K shares
MTD
$43.5M · 31K shares
AVGO
$41.9M · 121K shares
DAR
$41.3M · 1.1M shares
PNFP
$41.3M · 421K shares
VCTR
$41.0M · 650K shares
AAMI
$39.7M · 845K shares
URI
$38.6M · 48K shares
GILD
$36.4M · 297K shares
CLH
$34.8M · 149K shares
ORCL
$33.3M · 171K shares
MCX
$32.4M · 476K shares
LGND
$31.2M · 165K shares
TSM
$29.1M · 96K shares
CL
$25.8M · 327K shares
TSLA
$25.5M · 57K shares
QXO
$24.2M · 1.3M shares
ULTA
$24.1M · 40K shares
RYN
$23.8M · 1.1M shares
DOLE
$23.8M · 1.6M shares
SIBN
$23.7M · 1.2M shares
EBC
$23.5M · 1.3M shares
GWW
$23.2M · 23K shares
UBER
$22.5M · 275K shares
JNJ
$22.4M · 108K shares
AMT
$21.7M · 124K shares
PLNT
$21.1M · 194K shares
GOOG
$20.3M · 65K shares
MIDD
$19.9M · 134K shares
CMG
$19.6M · 529K shares
PCRX
$19.4M · 750K shares
BALL
$17.9M · 337K shares
USFD
$17.3M · 230K shares
VEN
$17.0M · 220K shares
ACA
$16.6M · 157K shares
CME
$16.5M · 61K shares
NFLX
$16.5M · 176K shares
EMR
$16.3M · 123K shares
FERG
$16.1M · 73K shares
TRVC
$16.1M · 138K shares
ABT
$16.1M · 128K shares
EXTR
$15.7M · 945K shares
VOYA
$15.1M · 203K shares
STT
$15.1M · 117K shares
LYFT
$15.0M · 775K shares
PAHUSD
$14.8M · 592K shares
DY
$14.5M · 43K shares
ADC
$14.4M · 200K shares
GPK
$14.3M · 950K shares
SEE
$14.3M · 344K shares
NSZ
$14.1M · 522K shares
MITK
$13.7M · 1.3M shares
INTU
$13.4M · 20K shares
DASH
$13.4M · 59K shares
PANW
$13.2M · 72K shares
CRNX
$12.8M · 275K shares
BK
$12.6M · 109K shares
V
$12.4M · 35K shares
ROIV
$11.9M · 550K shares
WK
$11.7M · 136K shares
ONTO
$11.7M · 74K shares
ARRY
$11.5M · 1.3M shares
AGCO
$11.5M · 110K shares
TECH
$11.5M · 195K shares
MRK
$11.4M · 109K shares
ENOV
$11.3M · 424K shares
CNHI
$11.2M · 1.2M shares
AMD
$11.2M · 52K shares
BJ
$10.8M · 120K shares
NBIX
$10.6M · 75K shares
NPO
$10.3M · 48K shares
GTES
$10.1M · 473K shares
CSCO
$10.0M · 130K shares
EIX
$10.0M · 167K shares
ALV
$9.8M · 82K shares
ELV
$9.8M · 28K shares
GEV
$9.2M · 14K shares
PG
$9.2M · 64K shares
PKN
$9.2M · 95K shares
WH
$9.1M · 120K shares
RIVN
$8.9M · 450K shares
CMI
$8.8M · 17K shares
MMSI
$8.8M · 100K shares
TVTX
$8.6M · 225K shares
FRPT
$8.5M · 140K shares
WRBY
$8.4M · 385K shares
OTIS
$8.4M · 96K shares
CAH
$8.4M · 41K shares
HPE
$8.2M · 341K shares
KO
$8.2M · 117K shares
TRS
$8.2M · 230K shares
ACN
$8.1M · 30K shares
PBV
$8.0M · 130K shares
MAR
$7.9M · 25K shares
CWST
$7.8M · 80K shares
DIS
$7.8M · 69K shares
WGS
$7.8M · 60K shares
BMY
$7.8M · 145K shares
VITL
$7.6M · 239K shares
SPGI
$7.6M · 15K shares
LRCX
$7.6M · 44K shares
SBUX
$7.5M · 89K shares
AXP
$7.5M · 20K shares
ABCB
$7.4M · 100K shares
LNN
$7.4M · 63K shares
CIEN
$7.3M · 31K shares
TWLO
$7.2M · 50K shares
TRNO
$7.0M · 120K shares
PRU
$6.9M · 61K shares
STX
$6.7M · 24K shares
TTGT
$6.7M · 1.2M shares
MU
$6.6M · 23K shares
DYH
$6.6M · 67K shares
HCAT
$6.6M · 2.8M shares
ATEN
$6.4M · 360K shares
CYTK
$6.4M · 100K shares
GIS
$6.3M · 136K shares
WSM
$5.9M · 33K shares
IDXX
$5.8M · 9K shares
WTW
$5.8M · 18K shares
AMGN
$5.8M · 18K shares
LULU
$5.8M · 28K shares
QCOM
$5.8M · 34K shares
BIIB
$5.7M · 32K shares
MSA
$5.6M · 35K shares
MOD
$5.3M · 40K shares
ADI
$5.3M · 20K shares
BBY
$5.3M · 79K shares
WSC
$5.2M · 275K shares
HIG
$5.0M · 36K shares
MET
$5.0M · 63K shares
COLM
$5.0M · 91K shares
MLB1
$5.0M · 2K shares
7HP
$4.8M · 216K shares
PLD
$4.7M · 37K shares
HHH
$4.4M · 56K shares
ADBE
$4.3M · 12K shares
ONON
$4.3M · 92K shares
LII
$4.1M · 8K shares
HD
$4.0M · 12K shares
EGHT
$3.9M · 2.0M shares
VC
$3.8M · 40K shares
BFAM
$3.7M · 36K shares
LPLA
$3.5M · 10K shares
NEE
$3.5M · 44K shares
IFF
$3.5M · 51K shares
FQI
$3.4M · 22K shares
PNC
$3.3M · 16K shares
DECK
$3.1M · 30K shares
WELL
$3.1M · 17K shares
FDO.F
$2.8M · 128K shares
PODD
$2.7M · 10K shares
ROK
$2.5M · 6K shares
PYPL
$2.5M · 43K shares
SYK
$2.1M · 6K shares
VRTX
$2.1M · 5K shares
LEA
$2.0M · 17K shares
EW
$1.9M · 23K shares
ALB
$1.8M · 13K shares
BAC
$1.8M · 45K shares
FITB
$1.7M · 37K shares
RH
$1.7M · 14K shares
BWA
$1.7M · 37K shares
WY
$1.6M · 68K shares
ANET
$1.6M · 12K shares
CLX
$1.5M · 15K shares
LOW
$1.5M · 6K shares
MSI
$1.4M · 4K shares
BR
$1.4M · 6K shares
T
$1.4M · 56K shares
ABG
$1.4M · 4K shares
AXTA
$1.3M · 42K shares
CBRE
$1.3M · 8K shares
ALS
$1.3M · 6K shares
CPB
$1.3M · 46K shares
LECO
$1.3M · 5K shares
WCC
$1.3M · 5K shares
DUOL
$1.3M · 7K shares
CMCSA
$1.2M · 41K shares
RF
$1.2M · 45K shares
ABBV
$1.2M · 5K shares
MCO
$1.2M · 2K shares
TKR
$1.2M · 14K shares
PG4
$1.2M · 13K shares
WFC
$1.2M · 13K shares
LNC
$1.2M · 26K shares
VRSK
$1.2M · 5K shares
ITT
$1.1M · 7K shares
BAC
$1.1M · 21K shares
SWK
$1.1M · 15K shares
PCG
$1.1M · 69K shares
INTC
$1.1M · 30K shares
MCK
$1.1M · 1K shares
UNM
$1.1M · 14K shares
PINS
$1.1M · 41K shares
SHW
$1.1M · 3K shares
NTAP
$1.1M · 10K shares
GEN
$1.1M · 39K shares
FTNT
$1.1M · 13K shares
SBAC
$1.0M · 5K shares
REG
$1.0M · 15K shares
BLK
$1.0M · 940 shares
RME
$931K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials55$5.5B34.5%
Technology52$4.2B26.3%
Unknown22$1.6B10.2%
Healthcare39$1.3B8.3%
Financial Services37$1.2B7.7%
Basic Materials6$983.5M6.2%
Consumer Cyclical30$656.6M4.1%
Consumer Defensive12$161.7M1.0%
Communication Services10$152.8M1.0%
Real Estate11$84.1M0.5%
Utilities4$23.8M0.1%
Energy1$11.5M0.1%