Impax Asset Management Group plc Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$24.9B

Holdings

388

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (388 positions)

StockValue
LINLinde PLC
$1.1B
MSFTMicrosoft Corp
$1.0B
AWCAmerican Water Works Co Inc
$783.8M
PNRPentair PLC
$705.4M
APTVAptiv PLC
$625.6M
CITCintas Corp
$583.5M
TRMBTrimble Inc
$561.0M
TELTE Connectivity Ltd
$509.8M
MAMastercard Inc
$458.2M
IEXIDEX Corp
$453.7M
URIUnited Rentals Inc
$438.7M
EQIXEquinix Inc
$417.5M
AMATApplied Materials Inc
$411.3M
WMWaste Management Inc
$408.3M
WMSAdvanced Drainage Systems Inc
$395.9M
HDBHDFC Bank Ltd
$387.7M
IQVIQVIA Holdings Inc
$376.7M
RSGRepublic Services Inc
$360.5M
TMOThermo Fisher Scientific Inc
$353.8M
CDNSCadence Design Systems Inc
$352.4M
WTSWatts Water Technologies Inc
$350.4M
BSXBoston Scientific Corp
$325.8M
ADIAnalog Devices Inc
$307.6M
ZWSZurn Elkay Water Solutions Cor
$305.6M
VVisa Inc
$292.4M
AOSA O Smith Corp
$292.1M
DHRDanaher Corp
$280.5M
AG8Agilent Technologies Inc
$276.7M
DARDarling Ingredients Inc
$263.7M
TTTrane Technologies PLC
$260.9M
HUBBHubbell Inc
$247.5M
SAJACia de Saneamento Basico do Es
$245.1M
TXNTexas Instruments Inc
$244.2M
ADSKAutodesk Inc
$239.1M
AKXANSYS Inc
$236.0M
XYLXylem Inc/NY
$230.5M
LFUSLittelfuse Inc
$227.3M
RYNRayonier Inc
$223.9M
WATWaters Corp
$222.7M
JT5Mueller Water Products Inc
$215.2M
PTCPTC Inc
$213.6M
ECLEcolab Inc
$211.0M
VRTXVertex Pharmaceuticals Inc
$205.1M
AAPLApple Inc
$193.8M
VMIValmont Industries Inc
$189.3M
COOCooper Cos Inc/The
$185.6M
MTDMettler-Toledo International I
$182.1M
IFFInternational Flavors & Fragra
$177.9M
CCKCrown Holdings Inc
$177.6M
MASMasco Corp
$177.1M
ROKRockwell Automation Inc
$174.0M
GPKGraphic Packaging Holding Co
$173.3M
SITESiteOne Landscape Supply Inc
$172.5M
SEDGSolarEdge Technologies Inc
$172.0M
MPWRMonolithic Power Systems Inc
$170.8M
GNRCGenerac Holdings Inc
$168.4M
LIILennox International Inc
$167.9M
HNMOrmat Technologies Inc
$164.3M
CHEChemed Corp
$161.7M
ALTREURAltair Engineering Inc
$150.3M
RGENRepligen Corp
$142.4M
CGNXCognex Corp
$135.8M
BMIBadger Meter Inc
$135.5M
SRCLStericycle Inc
$134.8M
ACMAECOM
$129.0M
DEDeere & Co
$122.1M
WRKUSDWestrock Co
$120.7M
CLHClean Harbors Inc
$110.8M
BDXBecton Dickinson & Co
$110.5M
VRTVertiv Holdings Co
$109.7M
KLACKLA Corp
$103.3M
GOOGLAlphabet Inc
$103.1M
FELEFranklin Electric Co Inc
$102.0M
MRKMerck & Co Inc
$89.5M
HRIHerc Holdings Inc
$84.2M
AZEKAZEK Co Inc/The
$84.0M
VOYAVoya Financial Inc
$82.1M
DCIDonaldson Co Inc
$79.6M
CWTCalifornia Water Service Group
$78.7M
DISWalt Disney Co/The
$77.6M
JPMJPMorgan Chase & Co
$72.8M
TREXTrex Co Inc
$72.0M
ACNAccenture PLC
$71.6M
CRMSalesforce Inc
$64.4M
SONSonoco Products Co
$63.5M
LOWLowe's Cos Inc
$62.3M
PGProcter & Gamble Co/The
$61.0M
BALLBall Corp
$58.9M
CSLCarlisle Cos Inc
$57.5M
FERGFerguson PLC
$54.9M
NOWServiceNow Inc
$54.2M
CVSCVS Health Corp
$54.0M
DYHTarget Corp
$53.0M
CMECME Group Inc
$53.0M
ABTAbbott Laboratories
$52.1M
SYYSysco Corp
$51.2M
DOLEDole PLC
$50.7M
AGCOAGCO Corp
$49.8M
GOOGAlphabet Inc
$49.3M
PPGPPG Industries Inc
$48.2M
Page 1 of 4Next