Impax Asset Management Group plc Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$16.6B
Holdings
295
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (295 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 1,794,517 | $834.3B | 5024.59% | |
| 2 | MSFTMicrosoft Corp | 1,846,615 | $691.7B | 4165.82% | |
| 3 | XYLXylem Inc/NY | 4,836,497 | $576.2B | 3469.84% | |
| 4 | NVDANVIDIA Corp | 4,220,817 | $456.4B | 2748.72% | |
| 5 | PNRPentair PLC | 4,969,006 | $433.8B | 2612.54% | |
| 6 | VLTOVeralto Corp | 3,924,722 | $381.7B | 2298.60% | |
| 7 | IEXIDEX Corp | 2,006,724 | $363.2B | 2187.00% | |
| 8 | WMWaste Management Inc | 1,510,721 | $349.7B | 2106.25% | |
| 9 | AG8Agilent Technologies Inc | 2,931,794 | $343.0B | 2065.38% | |
| 10 | AWCAmerican Water Works Co Inc | 2,309,589 | $340.7B | 2051.83% | |
| 11 | AOSA O Smith Corp | 5,188,561 | $339.1B | 2042.27% | |
| 12 | WMSAdvanced Drainage Systems Inc | 2,904,414 | $314.7B | 1895.18% | |
| 13 | HUBBHubbell Inc | 919,156 | $303.4B | 1827.14% | |
| 14 | TELTE Connectivity PLC | 1,942,320 | $273.8B | 1648.58% | |
| 15 | KLACKLA Corp | 389,834 | $264.3B | 1591.93% | |
| 16 | RNRRenaissanceRe Holdings Ltd | 1,097,306 | $262.5B | 1581.06% | |
| 17 | EBAeBay Inc | 3,535,290 | $239.0B | 1439.53% | |
| 18 | AMATApplied Materials Inc | 1,595,646 | $230.9B | 1390.81% | |
| 19 | MRVLMarvell Technology Inc | 3,700,841 | $227.0B | 1367.24% | |
| 20 | MTDMettler-Toledo International I | 191,467 | $226.1B | 1361.65% | |
| 21 | WTSWatts Water Technologies Inc | 1,109,533 | $225.6B | 1358.32% | |
| 22 | SNPSSynopsys Inc | 483,217 | $207.2B | 1247.97% | |
| 23 | CARRCarrier Global Corp | 3,265,007 | $207.0B | 1246.60% | |
| 24 | TXNTexas Instruments Inc | 1,123,688 | $201.9B | 1216.04% | |
| 25 | APTVAptiv PLC | 3,314,676 | $196.9B | 1185.69% | |
| 26 | CITCintas Corp | 952,049 | $194.9B | 1173.77% | |
| 27 | SAJACia de Saneamento Basico do Es | 10,843,612 | $193.0B | 1162.27% | |
| 28 | CHEChemed Corp | 301,580 | $185.6B | 1117.53% | |
| 29 | RSGRepublic Services Inc | 719,397 | $174.2B | 1049.12% | |
| 30 | AKXANSYS Inc | 542,725 | $171.8B | 1034.64% | |
| 31 | ADSKAutodesk Inc | 630,995 | $165.2B | 994.83% | |
| 32 | ECLEcolab Inc | 625,384 | $158.5B | 954.80% | |
| 33 | WATWaters Corp | 424,753 | $156.6B | 942.78% | |
| 34 | HNMOrmat Technologies Inc | 2,223,617 | $156.2B | 940.77% | |
| 35 | MASMasco Corp | 2,244,341 | $156.1B | 939.89% | |
| 36 | CNMCore & Main Inc | 3,208,041 | $155.0B | 933.32% | |
| 37 | UNPUnion Pacific Corp | 655,314 | $154.8B | 932.31% | |
| 38 | PTCPTC Inc | 963,005 | $147.9B | 890.67% | |
| 39 | TRMBTrimble Inc | 2,268,619 | $147.7B | 889.48% | |
| 40 | BSXBoston Scientific Corp | 1,464,770 | $146.4B | 881.49% | |
| 41 | RYNRayonier Inc | 5,227,844 | $144.7B | 871.22% | |
| 42 | ACMAECOM | 1,503,370 | $139.4B | 839.54% | |
| 43 | MAMastercard Inc | 254,793 | $138.3B | 832.76% | |
| 44 | ORCLOracle Corp | 990,041 | $137.3B | 826.69% | |
| 45 | VVisa Inc | 384,284 | $133.8B | 805.62% | |
| 46 | ZWSZurn Elkay Water Solutions Cor | 4,016,374 | $132.5B | 797.70% | |
| 47 | CDNSCadence Design Systems Inc | 509,008 | $128.7B | 774.82% | |
| 48 | APHAmphenol Corp | 1,951,265 | $128.0B | 770.74% | |
| 49 | SITESiteOne Landscape Supply Inc | 1,010,816 | $122.8B | 739.25% | |
| 50 | MPWRMonolithic Power Systems Inc | 208,618 | $120.1B | 723.50% | |
| 51 | LFUSLittelfuse Inc | 566,393 | $110.6B | 665.99% | |
| 52 | MRSHMarsh & McLennan Cos Inc | 440,881 | $106.4B | 641.01% | |
| 53 | GNRCGenerac Holdings Inc | 835,399 | $105.0B | 632.26% | |
| 54 | TTTrane Technologies PLC | 308,053 | $103.8B | 625.04% | |
| 55 | RGENRepligen Corp | 804,511 | $101.5B | 611.20% | |
| 56 | JT5Mueller Water Products Inc | 3,967,669 | $100.9B | 607.39% | |
| 57 | WCNWaste Connections Inc | 516,905 | $99.6B | 599.96% | |
| 58 | TMOThermo Fisher Scientific Inc | 192,838 | $95.0B | 571.84% | |
| 59 | BSYBentley Systems Inc | 2,415,979 | $94.3B | 568.15% | |
| 60 | CLHClean Harbors Inc | 483,253 | $94.0B | 566.10% | |
| 61 | AAPLApple Inc | 414,890 | $92.2B | 555.00% | |
| 62 | VMIValmont Industries Inc | 311,088 | $88.8B | 534.62% | |
| 63 | DARDarling Ingredients Inc | 2,772,289 | $86.1B | 518.53% | |
| 64 | VOYAVoya Financial Inc | 1,276,669 | $86.0B | 517.95% | |
| 65 | ADIAnalog Devices Inc | 410,189 | $81.9B | 493.16% | |
| 66 | GPKGraphic Packaging Holding Co | 3,141,459 | $80.8B | 486.67% | |
| 67 | FELEFranklin Electric Co Inc | 843,614 | $79.2B | 476.95% | |
| 68 | DHRDanaher Corp | 380,174 | $77.3B | 465.59% | |
| 69 | GOOGLAlphabet Inc | 492,626 | $76.2B | 458.77% | |
| 70 | CGNXCognex Corp | 2,427,715 | $72.1B | 434.12% | |
| 71 | HDBHDFC Bank Ltd | 1,041,998 | $68.5B | 412.66% | |
| 72 | AZEKAZEK Co Inc/The | 1,376,510 | $66.4B | 400.14% | |
| 73 | CFRCullen/Frost Bankers Inc | 518,387 | $64.4B | 387.59% | |
| 74 | ISRGIntuitive Surgical Inc | 127,713 | $62.6B | 377.07% | |
| 75 | NOWServiceNow Inc | 76,559 | $60.6B | 365.20% | |
| 76 | DCIDonaldson Co Inc | 878,632 | $58.1B | 350.07% | |
| 77 | TREXTrex Co Inc | 909,388 | $52.8B | 318.19% | |
| 78 | NVTnVent Electric PLC | 996,668 | $51.7B | 311.28% | |
| 79 | LLYEli Lilly & Co | 61,438 | $50.7B | 305.58% | |
| 80 | MCXMcCormick & Co Inc/MD | 547,368 | $45.1B | 271.32% | |
| 81 | JPMJPMorgan Chase & Co | 180,793 | $44.3B | 267.08% | |
| 82 | ZTSZoetis Inc | 254,407 | $41.7B | 251.30% | |
| 83 | PGProcter & Gamble Co/The | 241,842 | $41.2B | 248.20% | |
| 84 | AMZNAmazon.com Inc | 214,880 | $40.9B | 246.21% | |
| 85 | DISWalt Disney Co/The | 400,759 | $39.6B | 238.21% | |
| 86 | VRTVertiv Holdings Co | 532,069 | $38.4B | 231.35% | |
| 87 | PGRProgressive Corp/The | 133,753 | $37.9B | 227.96% | |
| 88 | AAONAAON Inc | 469,850 | $36.2B | 218.14% | |
| 89 | VCTRVictory Capital Holdings Inc | 625,000 | $36.2B | 217.82% | |
| 90 | MRKMerck & Co Inc | 399,284 | $35.8B | 215.83% | |
| 91 | GILDGilead Sciences Inc | 284,006 | $31.8B | 191.64% | |
| 92 | CSLCarlisle Cos Inc | 86,748 | $29.5B | 177.88% | |
| 93 | LGNDLigand Pharmaceuticals Inc | 280,208 | $29.5B | 177.42% | |
| 94 | AMTAmerican Tower Corp | 130,979 | $28.5B | 171.64% | |
| 95 | AAMIAcadian Asset Management Inc | 1,100,000 | $28.4B | 171.31% | |
| 96 | PLDPrologis Inc | 249,265 | $27.9B | 167.81% | |
| 97 | CMECME Group Inc | 102,635 | $27.2B | 163.97% | |
| 98 | SBUXStarbucks Corp | 262,760 | $25.8B | 155.22% | |
| 99 | CVSCVS Health Corp | 379,107 | $25.7B | 154.68% | |
| 100 | BALLBall Corp | 480,660 | $25.0B | 150.72% |
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