Impax Asset Management Group plc Q2 2024 Filing

Filed August 5, 2024

Portfolio Value

$24.5B

Holdings

313

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (313 positions)

StockValue
MSFTMicrosoft Corp
$1.2B
LINLinde PLC
$1.0B
AWCAmerican Water Works Co Inc
$890.4M
PNRPentair PLC
$679.9M
AMATApplied Materials Inc
$606.3M
NVDANVIDIA Corp
$599.9M
CITCintas Corp
$546.0M
TELTE Connectivity Ltd
$523.6M
MAMastercard Inc
$466.5M
APTVAptiv PLC
$437.9M
VLTOVeralto Corp
$419.3M
TMOThermo Fisher Scientific Inc
$396.7M
IEXIDEX Corp
$394.5M
URIUnited Rentals Inc
$379.9M
MRSHMarsh & McLennan Cos Inc
$360.8M
BSXBoston Scientific Corp
$357.6M
CDNSCadence Design Systems Inc
$349.2M
WMWaste Management Inc
$345.3M
IQVIQVIA Holdings Inc
$345.0M
HUBBHubbell Inc
$337.0M
WMSAdvanced Drainage Systems Inc
$332.3M
ADIAnalog Devices Inc
$324.7M
ORCLOracle Corp
$320.2M
AG8Agilent Technologies Inc
$319.5M
DHRDanaher Corp
$316.8M
VVisa Inc
$302.5M
HDBHDFC Bank Ltd
$291.0M
RNRRenaissanceRe Holdings Ltd
$286.0M
WTSWatts Water Technologies Inc
$281.7M
RSGRepublic Services Inc
$280.0M
MTDMettler-Toledo International I
$271.4M
AOSA O Smith Corp
$265.7M
CARRCarrier Global Corp
$265.5M
TXNTexas Instruments Inc
$265.2M
MSCIMSCI Inc
$262.4M
STESTERIS PLC
$251.7M
ZWSZurn Elkay Water Solutions Cor
$248.0M
CGNXCognex Corp
$237.8M
ADSKAutodesk Inc
$230.9M
XYLXylem Inc/NY
$225.4M
BDXBecton Dickinson & Co
$224.4M
SAJACia de Saneamento Basico do Es
$209.6M
PTCPTC Inc
$206.1M
COOCooper Cos Inc/The
$205.5M
WATWaters Corp
$198.8M
RYNRayonier Inc
$197.2M
MASMasco Corp
$190.3M
LFUSLittelfuse Inc
$185.1M
ECLEcolab Inc
$181.1M
TTTrane Technologies PLC
$180.3M
AKXANSYS Inc
$179.7M
MPWRMonolithic Power Systems Inc
$173.3M
CHEChemed Corp
$172.5M
SRCLStericycle Inc
$168.6M
HNMOrmat Technologies Inc
$165.9M
ACMAECOM
$154.5M
KLACKLA Corp
$147.8M
RGENRepligen Corp
$141.1M
ALTREURAltair Engineering Inc
$137.1M
VMIValmont Industries Inc
$135.3M
AAPLApple Inc
$134.0M
SNPSSynopsys Inc
$132.6M
LIILennox International Inc
$131.0M
TRMBTrimble Inc
$129.1M
GNRCGenerac Holdings Inc
$127.0M
SITESiteOne Landscape Supply Inc
$126.4M
GOOGLAlphabet Inc
$124.2M
DARDarling Ingredients Inc
$123.8M
CCKCrown Holdings Inc
$123.7M
GPKGraphic Packaging Holding Co
$120.1M
JT5Mueller Water Products Inc
$113.5M
CLHClean Harbors Inc
$99.7M
FELEFranklin Electric Co Inc
$95.5M
BMIBadger Meter Inc
$91.7M
IFFInternational Flavors & Fragra
$70.0M
JPMJPMorgan Chase & Co
$68.4M
AZEKAZEK Co Inc/The
$68.0M
MRKMerck & Co Inc
$64.8M
MCXMcCormick & Co Inc/MD
$63.8M
NOWServiceNow Inc
$63.3M
DISWalt Disney Co/The
$61.2M
VOYAVoya Financial Inc
$59.1M
ABTAbbott Laboratories
$57.7M
VRTVertiv Holdings Co
$57.5M
PGProcter & Gamble Co/The
$54.8M
CSLCarlisle Cos Inc
$53.7M
HRIHerc Holdings Inc
$51.6M
DCIDonaldson Co Inc
$50.8M
BALLBall Corp
$49.3M
CRMSalesforce Inc
$46.4M
TREXTrex Co Inc
$42.3M
CMECME Group Inc
$40.8M
PLDPrologis Inc
$38.0M
UPSUnited Parcel Service Inc
$37.5M
MRVLMarvell Technology Inc
$37.3M
FERGFerguson PLC
$37.3M
SONSonoco Products Co
$36.0M
PANWPalo Alto Networks Inc
$35.2M
HLTHilton Worldwide Holdings Inc
$34.8M
LOWLowe's Cos Inc
$33.3M
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