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
ZTSZoetis Inc
$1.7B
TPRTapestry Inc
$1.7B
UVSPUnivest Financial Corp
$1.7B
TJXTJX Cos Inc/The
$1.6B
CPRICapri Holdings Ltd
$1.6B
USBUS Bancorp
$1.5B
ICEIntercontinental Exchange Inc
$1.4B
SIEBSiemens AG
$1.3B
DGDollar General Corp
$1.3B
KMBKimberly-Clark Corp
$1.3B
PGRProgressive Corp/The
$1.3B
MCOMoody's Corp
$1.2B
PNCPNC Financial Services Group I
$1.2B
AONAon PLC
$1.2B
AVTR 6 1/4
$1.2B
CMSCMS Energy Corp
$1.1B
EBAeBay Inc
$1.1B
AEPAmerican Electric Power Co Inc
$1.1B
DBXDropbox Inc
$1.0B
MCKMcKesson Corp
$1.0B
GISGeneral Mills Inc
$996.0M
XYZSquare Inc
$974.0M
SRESempra Energy
$883.0M
WBAWalgreens Boots Alliance Inc
$860.0M
ALSAllstate Corp/The
$840.0M
SPLKCHFSplunk Inc
$820.0M
DOWDow Inc
$807.0M
IDXXIDEXX Laboratories Inc
$805.0M
METMetLife Inc
$763.0M
CLXClorox Co/The
$736.0M
KRKroger Co/The
$725.0M
WTWWillis Towers Watson PLC
$677.0M
CMICummins Inc
$675.0M
PPGPPG Industries Inc
$670.0M
EDConsolidated Edison Inc
$639.0M
AZEKAZEK Co Inc/The
$637.0M
MARMarriott International Inc/MD
$637.0M
CAHCardinal Health Inc
$637.0M
STTState Street Corp
$618.0M
TWTRUSDTwitter Inc
$587.0M
OKTAOkta Inc
$570.0M
SAPSAP SE
$551.0M
HLTHilton Worldwide Holdings Inc
$526.0M
EIXEdison International
$521.0M
ETREntergy Corp
$499.0M
DOCUDocuSign Inc
$486.0M
FRCBFirst Republic Bank/CA
$477.0M
WYWeyerhaeuser Co
$447.0M
CDWCDW Corp/DE
$446.0M
DFSEURDiscover Financial Services
$420.0M
ABGAmerisourceBergen Corp
$416.0M
HOLXHologic Inc
$409.0M
BURLBurlington Stores Inc
$349.0M
SYFSynchrony Financial
$344.0M
HPEHewlett Packard Enterprise Co
$336.0M
SJMJ M Smucker Co/The
$323.0M
KEYKeyCorp
$321.0M
OMCOmnicom Group Inc
$318.0M
ASMLASML Holding NV
$305.0M
MANManpowerGroup Inc
$300.0M
ETRAETRADE Financial Corp
$300.0M
VAREURVarian Medical Systems Inc
$298.0M
ELSEquity LifeStyle Properties In
$289.0M
CTLEURCenturyLink Inc
$263.0M
AMTTD Ameritrade Holding Corp
$263.0M
HASHasbro Inc
$260.0M
ALLEAllegion plc
$254.0M
HBANHuntington Bancshares Inc/OH
$249.0M
W3UWestern Union Co/The
$242.0M
CPTCamden Property Trust
$236.0M
Mylan NV
$221.0M
WTKWYWolters Kluwer NV
$219.0M
HSTHost Hotels & Resorts Inc
$207.0M
GLGlobe Life Inc
$204.0M
ALLYAlly Financial Inc
$201.0M
IRMIron Mountain Inc
$200.0M
FDO.FMacy's Inc
$120.0M
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