Impax Asset Management Group plc Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$23.9B

Holdings

391

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (391 positions)

StockValue
PNCPNC Financial Services Group I
$50.4M
DYHTarget Corp
$49.3M
SYYSysco Corp
$48.4M
BMYBristol-Myers Squibb Co
$47.7M
FERGFerguson PLC
$46.3M
UPSUnited Parcel Service Inc
$45.9M
AREAlexandria Real Estate Equitie
$44.2M
FISVFiserv Inc
$43.5M
ELEstee Lauder Cos Inc/The
$42.4M
PPGPPG Industries Inc
$41.2M
DC4Dexcom Inc
$40.8M
PLDPrologis Inc
$39.8M
AVTRAvantor Inc
$37.8M
OTISOtis Worldwide Corp
$35.6M
GENGen Digital Inc
$34.9M
BLKCHFBlackRock Inc
$34.4M
OGNOrganon & Co
$32.3M
BAXBaxter International Inc
$31.2M
AVYAvery Dennison Corp
$31.1M
MIDDMiddleby Corp/The
$28.6M
WYWeyerhaeuser Co
$28.1M
CMECME Group Inc
$26.8M
VCTRVictory Capital Holdings Inc
$26.0M
AAMIBrightsphere Investment Group
$20.6M
NBIXNeurocrine Biosciences Inc
$20.2M
EIXEdison International
$17.8M
BDCBelden Inc
$16.5M
KOCoca-Cola Co/The
$16.3M
GISGeneral Mills Inc
$16.3M
CNMCore & Main Inc
$16.2M
ATENA10 Networks Inc
$15.7M
JNJJohnson & Johnson
$15.0M
LULULululemon Athletica Inc
$14.9M
HRHealthcare Realty Trust Inc
$14.7M
GTESGates Industrial Corp PLC
$14.6M
LGNDLigand Pharmaceuticals Inc
$14.3M
HCATHealth Catalyst Inc
$14.1M
CAHCardinal Health Inc
$14.0M
WKWorkiva Inc
$13.9M
ELVElevance Health Inc
$13.6M
CIENCiena Corp
$13.3M
ULTAUlta Beauty Inc
$13.3M
CECelanese Corp
$13.2M
CLXClorox Co/The
$13.2M
EXTRExtreme Networks Inc
$13.0M
PLNTPlanet Fitness Inc
$12.9M
BBYBest Buy Co Inc
$12.8M
OPCHOption Care Health Inc
$12.7M
ONTOOnto Innovation Inc
$12.1M
LNNLindsay Corp
$11.3M
ENOVEnovis Corp
$11.3M
HURNHuron Consulting Group Inc
$11.3M
PBVPrestige Consumer Healthcare I
$10.6M
LLYEli Lilly & Co
$10.6M
AMEDAmedisys Inc
$10.3M
SMPLSimply Good Foods Co/The
$10.3M
ABBVAbbVie Inc
$10.1M
INDBIndependent Bank Corp
$9.8M
BJBJ's Wholesale Club Holdings I
$9.1M
EFTTechTarget Inc
$9.1M
GILDGilead Sciences Inc
$9.0M
NVDANVIDIA Corp
$9.0M
TRVCCitigroup Inc
$9.0M
BACVerizon Communications Inc
$8.9M
EMREmerson Electric Co
$8.8M
DECKDeckers Outdoor Corp
$8.8M
CSCOCisco Systems Inc
$8.6M
FOXFFox Factory Holding Corp
$8.3M
PKNPerkinElmer Inc
$8.3M
PCRXPacira BioSciences Inc
$8.2M
PAHUSDElement Solutions Inc
$8.0M
SIBNSI-BONE Inc
$7.9M
USFDUS Foods Holding Corp
$7.8M
EGHT8x8 Inc
$7.5M
WBAWalgreens Boots Alliance Inc
$7.4M
NPOEnPro Industries Inc
$7.3M
AXNX*Axonics Inc
$7.1M
QNSTQuinStreet Inc
$7.0M
SPTSprout Social Inc
$6.9M
TSMTaiwan Semiconductor Manufactu
$6.9M
COLMColumbia Sportswear Co
$6.8M
MSAMSA Safety Inc
$6.7M
VCVisteon Corp
$6.7M
TTCToro Co/The
$6.7M
CRICarter's Inc
$6.5M
PGRProgressive Corp/The
$6.3M
LRCXEURLam Research Corp
$6.3M
EBCEastern Bankshares Inc
$6.2M
ZTSZoetis Inc
$6.2M
BACBank of America Corp
$6.1M
AVGOBroadcom Inc
$6.0M
WTRGEssential Utilities Inc
$6.0M
VRRMVerra Mobility Corp
$5.9M
DYDycom Industries Inc
$5.9M
PFEPfizer Inc
$5.7M
ILMNIllumina Inc
$5.2M
MCDMcDonald's Corp
$4.9M
EYENational Vision Holdings Inc
$4.8M
METMetLife Inc
$4.6M
NSCNorfolk Southern Corp
$4.5M
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