Impax Asset Management Group plc Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$7.7B

Holdings

273

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (273 positions)

StockValue
GRFSGrifols SA
$11.9M
MAMastercard Inc
$11.4M
TMUST-Mobile US Inc
$11.3M
Wright Medical Group NV
$11.0M
37MMRC Global Inc
$10.5M
VBRVANGUARD S/C V E
$10.4M
GGenpact Ltd
$9.8M
FIXComfort Systems USA Inc
$9.4M
CatchMark Timber Trust Inc
$9.4M
HUMHumana Inc
$9.4M
PVHPVH Corp
$9.3M
THRThermon Group Holdings Inc
$9.2M
CUBECUBESMART
$9.2M
MMSIMERIT MEDICAL
$9.2M
WHWYNDHAM HOTELS &
$9.0M
SYMCEURSymantec Corp
$8.9M
OGSONE Gas Inc
$8.6M
WENWendy's Co/The
$8.6M
HASIHannon Armstrong Sustainable I
$8.5M
LGNDLigand Pharmaceuticals Inc
$8.3M
MTZMasTec Inc
$8.1M
DDDuPont de Nemours Inc
$8.1M
CICIGNA CORP
$8.0M
INTUIntuit Inc
$8.0M
CTSHCognizant Technology Solutions
$7.9M
MSEXMiddlesex Water Co
$7.8M
BBYBest Buy Co Inc
$7.8M
ELEstee Lauder Cos Inc/The
$7.8M
PXDEURPioneer Natural Resources Co
$7.6M
PG4Principal Financial Group Inc
$7.5M
TPRTapestry Inc
$7.5M
BIIBBiogen Inc
$7.5M
SLBSchlumberger Ltd
$7.5M
LULULululemon Athletica Inc
$7.4M
ULTAUlta Beauty Inc
$7.3M
AGGISHARES CORE U.S
$7.2M
VIABViacom Inc
$7.2M
THGHANOVER INSURANC
$6.9M
ROKRockwell Automation Inc
$6.7M
JNJJohnson & Johnson
$6.6M
CELGCelgene Corp
$6.6M
SRESempra Energy
$6.5M
TXNTexas Instruments Inc
$6.3M
CRICarter's Inc
$6.2M
PAHUSDElement Solutions Inc
$6.2M
PFGCPerformance Food Group Co
$6.0M
COLMCOLUMBIA SPORTSW
$5.6M
HSYHershey Co/The
$5.6M
DNKNDunkin' Brands Group Inc
$5.6M
AMCXAMC NETWORKS-A
$5.5M
CIENCiena Corp
$5.3M
CSCOCisco Systems Inc
$5.1M
RHPRyman Hospitality Properties I
$5.0M
APPNAPPIAN CORP
$4.9M
KEYKeyCorp
$4.6M
KELKellogg Co
$4.6M
CROXCROCS INC
$4.4M
BECNUSDBeacon Roofing Supply Inc
$4.4M
ORBCOMM Inc
$4.2M
FSSFederal Signal Corp
$4.2M
BACVerizon Communications Inc
$4.2M
TALEND SA - ADR
$4.2M
EYENATIONAL VISION
$4.1M
RSGRepublic Services Inc
$4.0M
SJMJM Smucker Co/The
$3.7M
KOCoca-Cola Co/The
$3.7M
WCCWESCO International Inc
$3.7M
CABOT MICROELEC
$3.6M
JCIJohnson Controls International
$3.6M
RPREALPAGE INC
$3.5M
ARAntero Resources Corp
$3.3M
PEPPepsiCo Inc
$3.3M
UVSPUNIVEST FINANCIA
$3.1M
PFPTProofpoint Inc
$2.9M
CPRICAPRI HOLDINGS L
$2.8M
EGHT8X8 INC
$2.7M
ABTAbbott Laboratories
$2.6M
IVViShares Core S&P 500 ETF
$2.5M
MDTMedtronic PLC
$2.3M
CLVTClarivate Analytics PLC
$2.2M
IBMInternational Business Machine
$2.2M
ACNAccenture PLC
$2.1M
GKDGrand Canyon Education Inc
$2.0M
GLDDGreat Lakes Dredge & Dock Corp
$2.0M
AQLTiShares Core MSCI EAFE ETF
$1.8M
LLYEli Lilly & Co
$1.8M
LASRnLight Inc
$1.6M
FCPTFOUR CORNERS PRO
$1.5M
ZUOUSDZUORA INC -CL A
$1.5M
RLJ 1.95 PERP ARLJ LODGING TR
$1.5M
USBUS Bancorp
$1.4M
NEMNewmont Goldcorp Corp
$1.4M
TheStreet Inc
$1.4M
ELVAnthem Inc
$1.3M
UPSUnited Parcel Service Inc
$1.3M
CVSCVS Health Corp
$1.3M
SYKStryker Corp
$1.2M
TJXTJX Cos Inc/The
$1.2M
PNCPNC Financial Services Group I
$1.1M
DDominion Energy Inc
$1.1M
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