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
CFGCitizens Financial Group Inc
$23.5M
BALLBall Corp
$22.8M
PLDPrologis Inc
$22.1M
FTNTFortinet Inc
$21.0M
Meridian Bancorp Inc
$20.5M
VMCVulcan Materials Co
$20.4M
JNJJohnson & Johnson
$19.7M
LNCLincoln National Corp
$19.7M
VRTXVertex Pharmaceuticals Inc
$19.1M
ELEstee Lauder Cos Inc/The
$19.0M
IFFInternational Flavors & Fragra
$18.8M
WELLWelltower Inc
$18.1M
RUNSunrun Inc
$18.1M
CICigna Corp
$18.0M
PG4Principal Financial Group Inc
$17.8M
LULULululemon Athletica Inc
$17.2M
BYNDBeyond Meat Inc
$15.7M
BACVerizon Communications Inc
$15.1M
AXPAmerican Express Co
$14.7M
MHKMohawk Industries Inc
$13.8M
VRTVertiv Holdings Co
$13.0M
KOCoca-Cola Co/The
$13.0M
LGNDLigand Pharmaceuticals Inc
$12.9M
WTMWhite Mountains Insurance Grou
$12.4M
CUBECubeSmart
$12.3M
ULTAUlta Beauty Inc
$12.3M
HRUSDHealthcare Realty Trust Inc
$12.2M
Natus Medical Inc
$12.1M
AZEKAZEK Co Inc/The
$12.0M
0VVBViacomCBS Inc
$11.6M
37MMRC Global Inc
$11.3M
ONTOOnto Innovation Inc
$11.0M
DISWalt Disney Co/The
$10.8M
BBYBest Buy Co Inc
$10.6M
MSEXMiddlesex Water Co
$10.5M
CROXCrocs Inc
$10.1M
SIBNSI-BONE Inc
$9.9M
CSCOCisco Systems Inc/Delaware
$9.9M
CECelanese Corp
$9.7M
BACBank of America Corp
$9.6M
CatchMark Timber Trust Inc
$9.5M
SSSSSuRo Capital Corp
$9.5M
HCATHealth Catalyst Inc
$9.3M
PYPLPayPal Holdings Inc
$9.1M
EX9Exelixis Inc
$9.0M
TWLOTwilio Inc
$9.0M
GTESGates Industrial Corp PLC
$9.0M
ENOVColfax Corp
$8.8M
PCRXPacira BioSciences Inc
$8.8M
EXTRExtreme Networks Inc
$8.8M
EYENational Vision Holdings Inc
$8.7M
ABBVAbbVie Inc
$8.6M
FIXComfort Systems USA Inc
$8.5M
COLMColumbia Sportswear Co
$8.4M
EMEEMCOR Group Inc
$8.4M
WSMWilliams-Sonoma Inc
$8.4M
KRTXKaruna Therapeutics Inc
$8.3M
RBBNRibbon Communications Inc
$8.2M
NEMNewmont Corp
$8.1M
WKWorkiva Inc
$7.9M
CIENCiena Corp
$7.9M
NXQuanex Building Products Corp
$7.9M
OMCLOmnicell Inc
$7.8M
NXSTNexstar Media Group Inc
$7.7M
LLYEli Lilly and Co
$7.7M
FOXFFox Factory Holding Corp
$7.6M
KELKellogg Co
$7.5M
ACNAccenture PLC
$7.4M
NFLXNetflix Inc
$7.4M
PAHUSDElement Solutions Inc
$7.3M
PLNTPlanet Fitness Inc
$7.2M
EGHT8x8 Inc
$7.1M
ZTSZoetis Inc
$7.0M
ABTAbbott Laboratories
$6.8M
PFEPfizer Inc
$6.4M
NVDANVIDIA Corp
$6.4M
ORBCOMM Inc
$6.4M
ELVAnthem Inc
$6.3M
GLDDGreat Lakes Dredge & Dock Corp
$6.3M
DECKDeckers Outdoor Corp
$6.3M
RSGRepublic Services Inc
$6.2M
SYKStryker Corp
$6.0M
METMetLife Inc
$5.9M
MTZMasTec Inc
$5.8M
RPRealPage Inc
$5.7M
THSTreeHouse Foods Inc
$5.7M
CRICarter's Inc
$5.7M
VCRAUSDVocera Communications Inc
$5.6M
QNSTQuinStreet Inc
$5.5M
ALSAllstate Corp/The
$5.4M
IBMInternational Business Machine
$5.4M
MSAMSA Safety Inc
$5.3M
CHRSCoherus Biosciences Inc
$5.3M
LGF/BEURLions Gate Entertainment Corp
$5.2M
BJBJ's Wholesale Club Holdings I
$5.2M
TRVCCitigroup Inc
$4.8M
HDHome Depot Inc/The
$4.7M
LRCXEURLam Research Corp
$4.7M
SMTCSemtech Corp
$4.6M
SPTSprout Social Inc
$4.4M
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