Impax Asset Management Group plc Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$17.4B
Holdings
280
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (280 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 1,900,131 | $890.1B | 5117.37% | |
| 2 | MSFTMicrosoft Corp | 1,583,966 | $785.9B | 4518.25% | |
| 3 | XYLXylem Inc/NY | 5,499,688 | $709.2B | 4077.34% | |
| 4 | NVDANVIDIA Corp | 3,814,715 | $601.0B | 3455.62% | |
| 5 | PNRPentair PLC | 4,409,532 | $451.8B | 2597.35% | |
| 6 | HUBBHubbell Inc | 1,006,783 | $409.4B | 2353.57% | |
| 7 | VLTOVeralto Corp | 3,695,678 | $372.3B | 2140.33% | |
| 8 | AG8Agilent Technologies Inc | 3,022,842 | $356.7B | 2050.94% | |
| 9 | WMSAdvanced Drainage Systems Inc | 3,043,909 | $348.7B | 2004.85% | |
| 10 | IEXIDEX Corp | 1,966,455 | $345.3B | 1984.96% | |
| 11 | SNPSSynopsys Inc | 618,415 | $315.7B | 1814.86% | |
| 12 | KLACKLA Corp | 345,121 | $308.3B | 1772.30% | |
| 13 | AOSA O Smith Corp | 4,692,302 | $307.7B | 1768.93% | |
| 14 | RNRRenaissanceRe Holdings Ltd | 1,220,038 | $295.5B | 1698.90% | |
| 15 | EBAeBay Inc | 3,810,634 | $282.8B | 1626.14% | |
| 16 | TELTE Connectivity PLC | 1,657,678 | $278.7B | 1602.29% | |
| 17 | MRVLMarvell Technology Inc | 3,405,465 | $262.4B | 1508.76% | |
| 18 | WMWaste Management Inc | 1,112,521 | $254.6B | 1463.59% | |
| 19 | AMATApplied Materials Inc | 1,339,357 | $244.4B | 1405.12% | |
| 20 | AWCAmerican Water Works Co Inc | 1,735,199 | $241.4B | 1387.80% | |
| 21 | WTSWatts Water Technologies Inc | 877,796 | $215.1B | 1236.82% | |
| 22 | ORCLOracle Corp | 957,577 | $207.6B | 1193.60% | |
| 23 | CITCintas Corp | 908,926 | $201.7B | 1159.72% | |
| 24 | MTDMettler-Toledo International I | 171,431 | $201.4B | 1157.82% | |
| 25 | SAJACia de Saneamento Basico do Es | 9,140,360 | $200.1B | 1150.34% | |
| 26 | APTVAptiv PLC | 2,927,869 | $199.3B | 1146.07% | |
| 27 | CARRCarrier Global Corp | 2,689,711 | $196.9B | 1131.82% | |
| 28 | TXNTexas Instruments Inc | 939,777 | $195.1B | 1121.79% | |
| 29 | CNMCore & Main Inc | 3,208,041 | $193.6B | 1113.10% | |
| 30 | ZTSZoetis Inc | 1,176,996 | $182.7B | 1050.44% | |
| 31 | ZWSZurn Elkay Water Solutions Cor | 4,933,224 | $180.4B | 1037.23% | |
| 32 | MAMastercard Inc | 319,247 | $177.9B | 1023.05% | |
| 33 | ECLEcolab Inc | 653,174 | $176.0B | 1011.83% | |
| 34 | ACMAECOM | 1,516,823 | $171.2B | 984.22% | |
| 35 | ADSKAutodesk Inc | 548,242 | $169.7B | 975.78% | |
| 36 | MASMasco Corp | 2,635,143 | $169.6B | 975.08% | |
| 37 | HNMOrmat Technologies Inc | 2,024,970 | $168.3B | 967.90% | |
| 38 | RSGRepublic Services Inc | 676,392 | $166.8B | 959.02% | |
| 39 | TRMBTrimble Inc | 2,124,296 | $160.0B | 919.75% | |
| 40 | BSXBoston Scientific Corp | 1,449,736 | $154.3B | 887.38% | |
| 41 | APHAmphenol Corp | 1,459,135 | $144.1B | 828.42% | |
| 42 | CDNSCadence Design Systems Inc | 463,933 | $142.0B | 816.52% | |
| 43 | UNPUnion Pacific Corp | 606,159 | $139.5B | 801.83% | |
| 44 | CHEChemed Corp | 267,589 | $130.3B | 749.12% | |
| 45 | PTCPTC Inc | 751,122 | $128.3B | 737.83% | |
| 46 | BSYBentley Systems Inc | 2,363,969 | $126.6B | 727.98% | |
| 47 | MPWRMonolithic Power Systems Inc | 173,844 | $126.2B | 725.60% | |
| 48 | SITESiteOne Landscape Supply Inc | 1,010,816 | $122.2B | 702.85% | |
| 49 | TTTrane Technologies PLC | 272,379 | $119.1B | 684.98% | |
| 50 | WCNWaste Connections Inc | 632,720 | $116.5B | 669.89% | |
| 51 | GNRCGenerac Holdings Inc | 793,642 | $112.7B | 648.16% | |
| 52 | FELEFranklin Electric Co Inc | 1,246,729 | $111.9B | 643.25% | |
| 53 | AKXANSYS Inc | 318,139 | $111.7B | 642.41% | |
| 54 | LFUSLittelfuse Inc | 483,845 | $108.9B | 625.84% | |
| 55 | CFRCullen/Frost Bankers Inc | 822,878 | $104.9B | 602.88% | |
| 56 | MRSHMarsh & McLennan Cos Inc | 482,408 | $104.4B | 600.25% | |
| 57 | VVisa Inc | 295,517 | $104.2B | 599.03% | |
| 58 | VMIValmont Industries Inc | 313,588 | $102.4B | 588.78% | |
| 59 | DHRDanaher Corp | 521,998 | $102.3B | 588.09% | |
| 60 | WATWaters Corp | 274,368 | $95.8B | 550.59% | |
| 61 | RGENRepligen Corp | 761,043 | $93.8B | 539.04% | |
| 62 | ITRIItron Inc | 698,910 | $92.0B | 528.93% | |
| 63 | NOWServiceNow Inc | 88,324 | $90.3B | 519.11% | |
| 64 | CLHClean Harbors Inc | 356,255 | $81.3B | 467.16% | |
| 65 | JT5Mueller Water Products Inc | 3,364,757 | $80.9B | 465.06% | |
| 66 | AAPLApple Inc | 393,986 | $80.8B | 464.74% | |
| 67 | AMZNAmazon.com Inc | 362,874 | $79.6B | 457.71% | |
| 68 | ADIAnalog Devices Inc | 336,542 | $79.3B | 456.03% | |
| 69 | HDBHDFC Bank Ltd | 951,971 | $72.1B | 414.33% | |
| 70 | ISRGIntuitive Surgical Inc | 133,228 | $71.7B | 412.29% | |
| 71 | GOOGLAlphabet Inc | 403,101 | $71.0B | 408.42% | |
| 72 | TMOThermo Fisher Scientific Inc | 170,546 | $68.4B | 393.51% | |
| 73 | NVTnVent Electric PLC | 926,168 | $67.1B | 385.57% | |
| 74 | PGRProgressive Corp/The | 237,624 | $63.4B | 364.58% | |
| 75 | VRTVertiv Holdings Co | 472,415 | $60.7B | 348.77% | |
| 76 | JPMJPMorgan Chase & Co | 204,508 | $59.3B | 340.87% | |
| 77 | DCIDonaldson Co Inc | 831,185 | $56.8B | 326.70% | |
| 78 | RYNRayonier Inc | 2,484,057 | $54.7B | 314.57% | |
| 79 | TREXTrex Co Inc | 1,002,334 | $54.5B | 313.38% | |
| 80 | LLYEli Lilly & Co | 69,241 | $54.0B | 310.32% | |
| 81 | GPKGraphic Packaging Holding Co | 2,322,415 | $48.6B | 279.27% | |
| 82 | DARDarling Ingredients Inc | 1,192,503 | $45.2B | 260.12% | |
| 83 | AAONAAON Inc | 587,296 | $42.7B | 245.58% | |
| 84 | MCXMcCormick & Co Inc/MD | 509,509 | $38.6B | 222.10% | |
| 85 | VCTRVictory Capital Holdings Inc | 600,000 | $38.2B | 219.64% | |
| 86 | AVGOBroadcom Inc | 137,726 | $38.0B | 218.27% | |
| 87 | URIUnited Rentals Inc | 47,954 | $36.1B | 207.72% | |
| 88 | AAMIAcadian Asset Management Inc | 1,000,000 | $35.2B | 202.61% | |
| 89 | GILDGilead Sciences Inc | 294,613 | $32.7B | 187.80% | |
| 90 | CSLCarlisle Cos Inc | 81,321 | $30.4B | 174.58% | |
| 91 | LGNDLigand Pharmaceuticals Inc | 260,208 | $29.6B | 170.07% | |
| 92 | PANWPalo Alto Networks Inc | 143,588 | $29.4B | 168.94% | |
| 93 | DISWalt Disney Co/The | 229,628 | $28.5B | 163.72% | |
| 94 | CMGChipotle Mexican Grill Inc | 475,171 | $26.7B | 153.40% | |
| 95 | BALLBall Corp | 473,474 | $26.6B | 152.69% | |
| 96 | AMTAmerican Tower Corp | 112,455 | $24.9B | 142.90% | |
| 97 | VOYAVoya Financial Inc | 340,010 | $24.1B | 138.79% | |
| 98 | CLColgate-Palmolive Co | 251,640 | $22.9B | 131.51% | |
| 99 | PLDPrologis Inc | 214,436 | $22.5B | 129.60% | |
| 100 | ROIVRoivant Sciences Ltd | 2,000,000 | $22.5B | 129.59% |
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