Impax Asset Management Group plc Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$19.5B

Holdings

401

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (401 positions)

StockValue
AWCAmerican Water Works Co Inc
$803.1M
LINLinde PLC
$707.4M
XYLXylem Inc/NY
$657.2M
TRMBTrimble Inc
$641.1M
PNRPentair PLC
$604.5M
IEXIDEX Corp
$577.8M
ECLEcolab Inc
$552.1M
AG8Agilent Technologies Inc
$508.0M
PTCPTC Inc
$427.6M
EQIXEquinix Inc
$414.4M
APTVAptiv PLC
$402.5M
MSFTMicrosoft Corp
$383.8M
VRSKVerisk Analytics Inc
$377.2M
WMWaste Management Inc
$331.1M
HUBBHubbell Inc
$301.4M
TELTE Connectivity Ltd
$288.3M
RYNRayonier Inc
$287.4M
WMSAdvanced Drainage Systems Inc
$272.8M
DHRDanaher Corp
$270.2M
ADSKAutodesk Inc
$256.1M
IQVIQVIA Holdings Inc
$252.5M
CDNSCadence Design Systems Inc
$252.3M
WTSWatts Water Technologies Inc
$249.9M
MTDMettler-Toledo International I
$244.8M
TTTrane Technologies PLC
$236.6M
GNRCGenerac Holdings Inc
$234.0M
MAMastercard Inc
$225.4M
HDBHDFC Bank Ltd
$223.3M
AKXANSYS Inc
$217.8M
SAJACia de Saneamento Basico do Es
$212.7M
WATWaters Corp
$211.9M
ITRIItron Inc
$211.7M
DARDarling Ingredients Inc
$193.1M
WRKUSDWestrock Co
$190.7M
WTRGEssential Utilities Inc
$180.8M
VVisa Inc
$179.9M
VMIValmont Industries Inc
$179.8M
LFUSLittelfuse Inc
$177.1M
RXNEURRexnord Corp
$176.6M
TMOThermo Fisher Scientific Inc
$175.7M
TTCToro Co/The
$169.0M
JT5Mueller Water Products Inc
$168.0M
ROKRockwell Automation Inc
$167.2M
MPWRMonolithic Power Systems Inc
$165.3M
TXNTexas Instruments Inc
$163.3M
DEDeere & Co
$162.9M
HNMOrmat Technologies Inc
$158.2M
SEDGSolarEdge Technologies Inc
$158.2M
ADIAnalog Devices Inc
$156.8M
FELEFranklin Electric Co Inc
$150.6M
TSMTaiwan Semiconductor Manufactu
$149.8M
RGENRepligen Corp
$148.2M
BDXBecton Dickinson and Co
$147.8M
ALTREURAltair Engineering Inc
$147.7M
PKNPerkinElmer Inc
$145.9M
LIILennox International Inc
$142.0M
GRFSGrifols SA
$131.4M
ALXNAlexion Pharmaceuticals Inc
$118.1M
AQUAUSDEvoqua Water Technologies Corp
$115.2M
CLHClean Harbors Inc
$113.7M
GPKGraphic Packaging Holding Co
$111.8M
SPX FLOW Inc
$108.9M
DCIDonaldson Co Inc
$96.5M
BMIBadger Meter Inc
$96.2M
CWTCalifornia Water Service Group
$93.0M
IPGPIPG Photonics Corp
$92.3M
POOLPool Corp
$89.3M
LNNLindsay Corp
$82.6M
AOSA O Smith Corp
$76.0M
AMZNAmazon.com Inc
$75.2M
HASIHannon Armstrong Sustainable I
$64.1M
AAPLApple Inc
$61.1M
SONSonoco Products Co
$60.9M
VOYAVoya Financial Inc
$52.5M
PGProcter & Gamble Co/The
$50.1M
GOOGLAlphabet Inc
$43.1M
SBUXStarbucks Corp
$42.6M
AMATApplied Materials Inc
$42.0M
JPMJPMorgan Chase & Co
$41.8M
UPSUnited Parcel Service Inc
$41.2M
LOWLowe's Cos Inc
$37.4M
BMYBristol-Myers Squibb Co
$35.6M
AGCOAGCO Corp
$35.4M
SEESealed Air Corp
$32.7M
CRMsalesforce.com Inc
$32.6M
TMUST-Mobile US Inc
$32.4M
CYRXCryoPort Inc
$31.7M
GOOGAlphabet Inc
$31.5M
MRKMerck & Co Inc
$30.7M
CVSCVS Health Corp
$30.5M
DELLDell Technologies Inc
$28.0M
BLKCHFBlackRock Inc
$27.8M
VCTRVictory Capital Holdings Inc
$27.2M
FISVFiserv Inc
$25.8M
DYHTarget Corp
$25.7M
MDTMedtronic PLC
$25.3M
DGXQuest Diagnostics Inc
$25.0M
SYYSysco Corp
$24.4M
HTBHomeTrust Bancshares Inc
$24.0M
MCXMcCormick & Co Inc/MD
$23.5M
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