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
OABIOmniAb Inc
$5.8M
ILMNIllumina Inc
$5.6M
ADBEAdobe Inc
$5.5M
MCDMcDonald's Corp
$5.2M
PFEPfizer Inc
$5.1M
BACBank of America Corp
$5.0M
INTCIntel Corp
$4.9M
Leslie's Inc
$4.9M
MITKMitek Systems Inc
$4.9M
NSCNorfolk Southern Corp
$4.8M
NFLXNetflix Inc
$4.8M
METMetLife Inc
$4.2M
EFTTechTarget Inc
$4.1M
ASMLASML Holding NV
$4.0M
INTUIntuit Inc
$3.9M
VENVentas Inc
$3.9M
QCOMQUALCOMM Inc
$3.3M
BBWIBath & Body Works Inc
$3.3M
KMBKimberly-Clark Corp
$3.3M
CBRECBRE Group Inc
$3.2M
ALSAllstate Corp/The
$3.2M
KRKroger Co/The
$3.2M
HUBSHubSpot Inc
$3.2M
SPGIS&P Global Inc
$3.1M
AXPAmerican Express Co
$2.9M
GSGoldman Sachs Group Inc/The
$2.8M
WELLWelltower Inc
$2.7M
BKBank of New York Mellon Corp/T
$2.7M
CICigna Group/The
$2.6M
MDLZMondelez International Inc
$2.4M
SYKStryker Corp
$2.3M
TJXTJX Cos Inc/The
$2.3M
MCKMcKesson Corp
$2.3M
PYPLPayPal Holdings Inc
$2.2M
7HPHP Inc
$2.1M
SNPSSynopsys Inc
$2.0M
CSXCSX Corp
$1.8M
HIGHartford Financial Services Gr
$1.8M
AONAon PLC
$1.8M
CARRCarrier Global Corp
$1.7M
DOCHealthpeak Properties Inc
$1.7M
HDHome Depot Inc/The
$1.7M
JCIJohnson Controls International
$1.7M
AMGNAmgen Inc
$1.7M
AGREURAvangrid Inc
$1.6M
AFLAflac Inc
$1.6M
BXPBoston Properties Inc
$1.6M
A4SAmeriprise Financial Inc
$1.6M
ELEstee Lauder Cos Inc/The
$1.5M
ICEIntercontinental Exchange Inc
$1.5M
IBMInternational Business Machine
$1.4M
GKDGrand Canyon Education Inc
$1.4M
GWWWW Grainger Inc
$1.4M
GENGen Digital Inc
$1.4M
TAT&T Inc
$1.4M
KEYSKeysight Technologies Inc
$1.4M
UNPUnion Pacific Corp
$1.4M
MCOMoody's Corp
$1.3M
ABGAmerisourceBergen Corp
$1.3M
HSYHershey Co/The
$1.3M
TSCOTractor Supply Co
$1.3M
HCAHCA Healthcare Inc
$1.3M
ADPAutomatic Data Processing Inc
$1.3M
VMWEURVMware Inc
$1.3M
TKRTimken Co/The
$1.2M
IPGInterpublic Group of Cos Inc/T
$1.2M
MARMarriott International Inc/MD
$1.2M
PRUPrudential Financial Inc
$1.2M
GMGeneral Motors Co
$1.1M
OHIOmega Healthcare Investors Inc
$1.1M
IRIngersoll Rand Inc
$1.1M
WDAYWorkday Inc
$1.1M
DGDollar General Corp
$1.1M
EHCEncompass Health Corp
$1.1M
ANETEURArista Networks Inc
$1.1M
BAHBooz Allen Hamilton Holding Co
$1.1M
AVBAvalonBay Communities Inc
$1.1M
USBUS Bancorp
$1.0M
HOLXHologic Inc
$1.0M
BIIBBiogen Inc
$1.0M
TRVTravelers Cos Inc/The
$1.0M
PWRQuanta Services Inc
$1.0M
SJMJ M Smucker Co/The
$970K
YUMYum! Brands Inc
$954K
DOVDover Corp
$953K
DGXQuest Diagnostics Inc
$932K
ORealty Income Corp
$923K
FSLRFirst Solar Inc
$881K
CMICummins Inc
$878K
ROSTRoss Stores Inc
$877K
DOWDow Inc
$861K
VRSKVerisk Analytics Inc
$851K
XRAYDENTSPLY SIRONA Inc
$847K
W3UWestern Union Co/The
$842K
MPTMedical Properties Trust Inc
$830K
CCChemours Co/The
$817K
XYZBlock Inc
$814K
TTWOTake-Two Interactive Software
$812K
NEMNewmont Corp
$753K
MTNVail Resorts Inc
$752K
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