Impax Asset Management Group plc Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$26.1B

Holdings

308

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (308 positions)

StockValue
MSFTMicrosoft Corp
$1.3B
LINLinde PLC
$1.2B
AWCAmerican Water Works Co Inc
$812.4M
PNRPentair PLC
$787.7M
CITCintas Corp
$611.1M
MAMastercard Inc
$564.1M
AMATApplied Materials Inc
$559.3M
APTVAptiv PLC
$554.4M
TELTE Connectivity Ltd
$538.5M
IEXIDEX Corp
$478.8M
URIUnited Rentals Inc
$434.7M
TMOThermo Fisher Scientific Inc
$408.7M
WMSAdvanced Drainage Systems Inc
$408.7M
DHRDanaher Corp
$394.2M
VLTOVeralto Corp
$392.5M
WMWaste Management Inc
$370.3M
MSCIMSCI Inc
$361.0M
HDBHDFC Bank Ltd
$357.7M
RSGRepublic Services Inc
$354.7M
IQVIQVIA Holdings Inc
$345.9M
CDNSCadence Design Systems Inc
$339.7M
VVisa Inc
$337.6M
WTSWatts Water Technologies Inc
$335.9M
AG8Agilent Technologies Inc
$330.5M
MRSHMarsh & McLennan Cos Inc
$309.0M
ADIAnalog Devices Inc
$306.0M
BSXBoston Scientific Corp
$305.1M
ZWSZurn Elkay Water Solutions Cor
$300.8M
AOSA O Smith Corp
$290.7M
RNRRenaissanceRe Holdings Ltd
$279.3M
SAJACia de Saneamento Basico do Es
$271.4M
ADSKAutodesk Inc
$265.3M
MTDMettler-Toledo International I
$264.3M
TXNTexas Instruments Inc
$260.5M
CARRCarrier Global Corp
$256.4M
XYLXylem Inc/NY
$254.8M
HUBBHubbell Inc
$249.1M
WATWaters Corp
$245.9M
BDXBecton Dickinson & Co
$243.3M
ORCLOracle Corp
$238.3M
VMIValmont Industries Inc
$214.9M
AKXANSYS Inc
$208.5M
PTCPTC Inc
$205.3M
MASMasco Corp
$204.8M
TTTrane Technologies PLC
$202.8M
ECLEcolab Inc
$201.0M
STESTERIS PLC
$198.7M
RYNRayonier Inc
$192.3M
LFUSLittelfuse Inc
$188.4M
COOCooper Cos Inc/The
$182.3M
HNMOrmat Technologies Inc
$179.0M
TRMBTrimble Inc
$176.0M
CHEChemed Corp
$170.7M
DARDarling Ingredients Inc
$165.6M
MPWRMonolithic Power Systems Inc
$164.2M
SRCLStericycle Inc
$163.6M
CGNXCognex Corp
$162.9M
CCKCrown Holdings Inc
$154.4M
ACMAECOM
$148.8M
GNRCGenerac Holdings Inc
$145.9M
JT5Mueller Water Products Inc
$144.5M
GPKGraphic Packaging Holding Co
$142.9M
ALTREURAltair Engineering Inc
$142.1M
SITESiteOne Landscape Supply Inc
$141.7M
AAPLApple Inc
$141.3M
LIILennox International Inc
$141.0M
GOOGLAlphabet Inc
$127.2M
IFFInternational Flavors & Fragra
$126.2M
KLACKLA Corp
$125.8M
RGENRepligen Corp
$124.5M
NVDANVIDIA Corp
$124.0M
CLHClean Harbors Inc
$112.6M
BMIBadger Meter Inc
$107.7M
FELEFranklin Electric Co Inc
$105.9M
MCXMcCormick & Co Inc/MD
$95.3M
AZEKAZEK Co Inc/The
$91.7M
MRKMerck & Co Inc
$83.8M
JPMJPMorgan Chase & Co
$81.8M
DISWalt Disney Co/The
$80.9M
VOYAVoya Financial Inc
$77.1M
ABTAbbott Laboratories
$76.8M
VRTVertiv Holdings Co
$70.1M
PGProcter & Gamble Co/The
$68.6M
HRIHerc Holdings Inc
$66.6M
CRMSalesforce Inc
$66.2M
SEDGSolarEdge Technologies Inc
$66.0M
CSLCarlisle Cos Inc
$62.6M
BALLBall Corp
$59.1M
DCIDonaldson Co Inc
$58.6M
NOWServiceNow Inc
$57.5M
CMECME Group Inc
$55.8M
FERGFerguson PLC
$55.7M
HLTHilton Worldwide Holdings Inc
$54.9M
MRVLMarvell Technology Inc
$54.5M
CVSCVS Health Corp
$52.6M
TREXTrex Co Inc
$50.8M
DYHTarget Corp
$49.3M
CLColgate-Palmolive Co
$48.9M
LOWLowe's Cos Inc
$47.1M
AVTRAvantor Inc
$46.7M
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