Impax Asset Management Group plc Q2 2022 Filing

Filed August 2, 2022

Portfolio Value

$24.2B

Holdings

411

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (411 positions)

StockValue
LINLinde PLC
$935.5M
AWCAmerican Water Works Co Inc
$869.8M
MSFTMicrosoft Corp
$766.0M
TRMBTrimble Inc
$680.7M
PNRPentair PLC
$671.5M
AG8Agilent Technologies Inc
$569.7M
APTVAptiv PLC
$562.2M
EQIXEquinix Inc
$490.9M
CITCintas Corp
$467.9M
IEXIDEX Corp
$459.0M
PTCPTC Inc
$447.2M
VRSKVerisk Analytics Inc
$415.7M
AMATApplied Materials Inc
$391.7M
URIUnited Rentals Inc
$384.2M
HUBBHubbell Inc
$377.0M
TELTE Connectivity Ltd
$371.3M
WMWaste Management Inc
$359.4M
MAMastercard Inc
$348.9M
IQVIQVIA Holdings Inc
$339.3M
WMSAdvanced Drainage Systems Inc
$331.4M
TMOThermo Fisher Scientific Inc
$325.4M
ZWSZurn Water Solutions Corp
$308.9M
ECLEcolab Inc
$308.3M
HDBHDFC Bank Ltd
$302.1M
DARDarling Ingredients Inc
$296.3M
ADSKAutodesk Inc
$287.7M
TTTrane Technologies PLC
$282.6M
ADIAnalog Devices Inc
$278.9M
TXNTexas Instruments Inc
$271.2M
WTSWatts Water Technologies Inc
$267.0M
CDNSCadence Design Systems Inc
$257.3M
WTRGEssential Utilities Inc
$256.9M
HNMOrmat Technologies Inc
$253.9M
TSMTaiwan Semiconductor Manufactu
$239.1M
VMIValmont Industries Inc
$235.7M
PKNPerkinElmer Inc
$233.0M
AKXANSYS Inc
$230.7M
RYNRayonier Inc
$230.0M
VRTXVertex Pharmaceuticals Inc
$224.6M
VVisa Inc
$224.4M
LFUSLittelfuse Inc
$219.3M
WATWaters Corp
$214.5M
DEDeere & Co
$213.6M
AQUAUSDEvoqua Water Technologies Corp
$212.4M
BDXBecton Dickinson and Co
$210.8M
MPWRMonolithic Power Systems Inc
$209.8M
AOSA O Smith Corp
$209.2M
ROKRockwell Automation Inc
$205.1M
WRKUSDWestrock Co
$193.7M
GNRCGenerac Holdings Inc
$193.7M
SEDGSolarEdge Technologies Inc
$188.8M
HRIHerc Holdings Inc
$188.6M
DHRDanaher Corp
$179.9M
JT5Mueller Water Products Inc
$172.8M
TTCToro Co/The
$171.1M
GPKGraphic Packaging Holding Co
$167.9M
RGENRepligen Corp
$167.2M
LIILennox International Inc
$143.9M
ITRIItron Inc
$139.9M
MTDMettler-Toledo International I
$139.4M
COOCooper Cos Inc/The
$138.2M
ALTREURAltair Engineering Inc
$138.0M
CLHClean Harbors Inc
$136.4M
AAPLApple Inc
$134.1M
SRCLStericycle Inc
$133.3M
BMIBadger Meter Inc
$117.4M
XYLXylem Inc/NY
$115.8M
HASIHannon Armstrong Sustainable I
$115.0M
POOLPool Corp
$111.3M
RSGRepublic Services Inc
$109.2M
CWTCalifornia Water Service Group
$106.5M
SWCHEURSwitch Inc
$103.6M
MASMasco Corp
$102.8M
LHCGUSDLHC Group Inc
$101.0M
AZEKAZEK Co Inc/The
$98.7M
LNNLindsay Corp
$91.4M
AMZNAmazon.com Inc
$88.4M
IPGPIPG Photonics Corp
$87.0M
FELEFranklin Electric Co Inc
$86.1M
SONSonoco Products Co
$79.2M
DCIDonaldson Co Inc
$75.7M
VRTVertiv Holdings Co
$74.8M
IFFInternational Flavors & Fragra
$65.6M
MCXMcCormick & Co Inc/MD
$64.8M
GOOGLAlphabet Inc
$63.7M
PGProcter & Gamble Co/The
$62.0M
AGCOAGCO Corp
$52.3M
SBUXStarbucks Corp
$52.2M
CYRXCryoPort Inc
$50.5M
JPMJPMorgan Chase & Co
$47.2M
VOYAVoya Financial Inc
$46.8M
BMYBristol-Myers Squibb Co
$46.1M
CVSCVS Health Corp
$44.9M
DOLEDole PLC
$44.7M
BALLBall Corp
$44.4M
GOOGAlphabet Inc
$42.4M
CRMsalesforce.com Inc
$41.1M
TMUST-Mobile US Inc
$40.0M
LOWLowe's Cos Inc
$40.0M
MRKMerck & Co Inc
$39.5M
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