Impax Asset Management Group plc Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$9.7B

Holdings

277

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
AWCAmerican Water Works Co Inc
$373.6M
XYLXylem Inc/NY
$356.0M
TRMBTrimble Inc
$349.7M
PNRPentair PLC
$319.9M
IEXIDEX Corp
$317.3M
ECLEcolab Inc
$295.6M
AG8Agilent Technologies Inc
$272.5M
LINLinde PLC
$260.4M
DHRDanaher Corp
$229.1M
PTCPTC Inc
$200.9M
MSFTMicrosoft Corp
$178.3M
APTVAptiv PLC
$168.9M
EQIXEquinix Inc
$164.9M
WMSAdvanced Drainage Systems Inc
$155.0M
RYNRayonier Inc
$152.7M
ADSKAutodesk Inc
$151.5M
ITRIItron Inc
$146.6M
WMWaste Management Inc
$146.5M
DARDarling Ingredients Inc
$144.3M
FELEFranklin Electric Co Inc
$143.8M
RXNEURRexnord Corp
$133.1M
MTDMettler-Toledo International I
$131.6M
WTRGEssential Utilities Inc
$124.5M
SAJACia de Saneamento Basico do Es
$121.7M
PKNPerkinElmer Inc
$119.7M
VMIValmont Industries Inc
$118.3M
TELTE Connectivity Ltd
$116.6M
TTCToro Co/The
$115.6M
HNMOrmat Technologies Inc
$114.2M
WTSWatts Water Technologies Inc
$112.4M
GNRCGenerac Holdings Inc
$112.0M
JT5Mueller Water Products Inc
$109.7M
LFUSLittelfuse Inc
$103.7M
VRSKVerisk Analytics Inc
$100.2M
BMIBadger Meter Inc
$99.4M
HUBBHubbell Inc
$99.1M
AKXANSYS Inc
$98.7M
DEDeere & Co
$95.7M
TTTrane Technologies PLC
$91.2M
IQVIQVIA Holdings Inc
$90.6M
WRKUSDWestrock Co
$90.1M
SPX FLOW Inc
$89.1M
WATWaters Corp
$81.1M
POOLPool Corp
$79.2M
CLHClean Harbors Inc
$77.5M
ROKRockwell Automation Inc
$77.0M
ALTREURAltair Engineering Inc
$76.1M
VVisa Inc
$73.3M
HDBHDFC Bank Ltd
$72.4M
TMOThermo Fisher Scientific Inc
$72.1M
LIILennox International Inc
$71.9M
SEDGSolarEdge Technologies Inc
$70.2M
MAMastercard Inc
$68.7M
CDNSCadence Design Systems Inc
$61.8M
MFS1EURWelbilt Inc
$59.8M
LNNLindsay Corp
$58.5M
STSensata Technologies Holding P
$56.2M
IPGPIPG Photonics Corp
$55.0M
AQUAUSDEvoqua Water Technologies Corp
$54.9M
ALXNAlexion Pharmaceuticals Inc
$54.0M
DCIDonaldson Co Inc
$47.0M
TSMTaiwan Semiconductor Manufactu
$46.4M
BDXBecton Dickinson and Co
$45.5M
GRFSGrifols SA
$42.5M
PGProcter & Gamble Co/The
$35.7M
RGENRepligen Corp
$35.7M
AAPLApple Inc
$35.3M
VOYAVoya Financial Inc
$31.6M
CWTCalifornia Water Service Group
$31.4M
AMZNAmazon.com Inc
$28.8M
BACVerizon Communications Inc
$26.0M
SBUXStarbucks Corp
$26.0M
LOWLowe's Cos Inc
$25.5M
SONSonoco Products Co
$24.9M
ACNAccenture PLC
$24.8M
CRMsalesforce.com Inc
$22.9M
MRKMerck & Co Inc
$22.7M
SEESealed Air Corp
$21.2M
BMYBristol-Myers Squibb Co
$20.6M
TMUST-Mobile US Inc
$20.0M
DYHTarget Corp
$19.7M
MDTMedtronic PLC
$19.4M
UPSUnited Parcel Service Inc
$19.2M
AGCOAGCO Corp
$19.0M
MCXMcCormick & Co Inc/MD
$18.6M
MDLZMondelez International Inc
$18.4M
GPKGraphic Packaging Holding Co
$18.3M
VCTRVictory Capital Holdings Inc
$18.3M
AMATApplied Materials Inc
$18.1M
GOOGLAlphabet Inc
$18.0M
GOOGAlphabet Inc
$17.9M
CICigna Corp
$17.3M
FISVFiserv Inc
$16.0M
HTBHomeTrust Bancshares Inc
$15.0M
SFMSprouts Farmers Market Inc
$14.6M
PLDPrologis Inc
$14.3M
XLNXEURXilinx Inc
$14.2M
BACBank of America Corp
$14.1M
VMCVulcan Materials Co
$13.8M
HASIHannon Armstrong Sustainable I
$13.6M
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