Impax Asset Management Group plc Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$7.5B

Holdings

273

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (273 positions)

StockValue
XYLXylem Inc/NY
$292.8M
AWCAmerican Water Works Co Inc
$288.3M
TRMBTrimble Inc
$286.2M
IEXIDEX Corp
$261.9M
PNRPentair PLC
$247.1M
AG8Agilent Technologies Inc
$218.4M
ECLEcolab Inc
$203.7M
DHRDanaher Corp
$192.3M
LINLinde PLC
$155.1M
PTCPTC Inc
$151.6M
MSFTMicrosoft Corp
$128.8M
FELEFranklin Electric Co Inc
$128.1M
RYNRayonier Inc
$125.4M
ITRIItron Inc
$123.0M
EQIXEquinix Inc
$122.3M
RXNEURRexnord Corp
$110.9M
ADSKAutodesk Inc
$109.9M
VMIValmont Industries Inc
$107.2M
WMWaste Management Inc
$103.7M
HNMOrmat Technologies Inc
$101.1M
WTRGEssential Utilities Inc
$100.0M
DARDarling Ingredients Inc
$97.1M
TTCToro Co/The
$95.8M
MTDMettler-Toledo International I
$95.6M
JT5Mueller Water Products Inc
$93.1M
PKNPerkinElmer Inc
$91.9M
WRKUSDWestrock Co
$90.9M
APTVAptiv PLC
$89.9M
WMSAdvanced Drainage Systems Inc
$87.7M
TELTE Connectivity Ltd
$86.3M
WTSWatts Water Technologies Inc
$85.8M
BMIBadger Meter Inc
$84.1M
TTTrane Technologies PLC
$79.9M
WATWaters Corp
$79.8M
GNRCGenerac Holdings Inc
$79.8M
HUBBHubbell Inc
$77.1M
AKXANSYS Inc
$76.3M
SAJACia de Saneamento Basico do Es
$70.8M
LFUSLittelfuse Inc
$69.3M
SPX FLOW Inc
$67.6M
POOLPool Corp
$66.8M
ROKRockwell Automation Inc
$65.6M
IQVIQVIA Holdings Inc
$60.2M
TMOThermo Fisher Scientific Inc
$59.5M
LNNLindsay Corp
$58.1M
VVisa Inc
$58.1M
STSensata Technologies Holding P
$57.3M
MFS1EURWelbilt Inc
$56.7M
HDBHDFC Bank Ltd
$56.3M
LIILennox International Inc
$55.2M
CLHClean Harbors Inc
$49.7M
ALTREURAltair Engineering Inc
$47.9M
SEESealed Air Corp
$47.8M
MAMastercard Inc
$43.4M
DEDeere & Co
$42.4M
CDNSCadence Design Systems Inc
$40.5M
GRFSGrifols SA
$40.5M
SEDGSolarEdge Technologies Inc
$38.3M
IPGPIPG Photonics Corp
$37.0M
DCIDonaldson Co Inc
$36.5M
ALXNAlexion Pharmaceuticals Inc
$35.5M
BDXBecton Dickinson and Co
$31.8M
PGProcter & Gamble Co/The
$30.9M
TSMTaiwan Semiconductor Manufactu
$30.7M
AOSAO Smith Corp
$29.8M
SFMSprouts Farmers Market Inc
$29.6M
AMZNAmazon.com Inc
$25.8M
VOYAVoya Financial Inc
$25.7M
BACVerizon Communications Inc
$25.2M
AAPLApple Inc
$24.6M
AQUAUSDEvoqua Water Technologies Corp
$23.0M
MRKMerck & Co Inc
$22.5M
SBUXStarbucks Corp
$22.5M
SONSonoco Products Co
$20.9M
FLSFlowserve Corp
$20.9M
CRMsalesforce.com Inc
$20.7M
ACNAccenture PLC
$19.7M
BMYBristol-Myers Squibb Co
$19.6M
MDTMedtronic PLC
$19.0M
HOLIHollysys Automation Technologi
$17.8M
VCTRVictory Capital Holdings Inc
$16.9M
CICigna Corp
$16.4M
MDLZMondelez International Inc
$16.3M
GOOGAlphabet Inc
$16.3M
LOWLowe's Cos Inc
$16.2M
GOOGLAlphabet Inc
$16.2M
DISWalt Disney Co/The
$15.6M
AGCOAGCO Corp
$15.6M
RGENRepligen Corp
$15.6M
DYHTarget Corp
$15.3M
AMATApplied Materials Inc
$15.1M
HTBHomeTrust Bancshares Inc
$14.9M
TMUST-Mobile US Inc
$14.5M
BACBank of America Corp
$14.3M
UPSUnited Parcel Service Inc
$14.2M
Natus Medical Inc
$13.1M
GPKGraphic Packaging Holding Co
$13.1M
Meridian Bancorp Inc
$12.9M
VMCVulcan Materials Co
$12.6M
BLKCHFBlackRock Inc
$12.5M
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