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 | Value |
|---|---|
LINLinde PLC | $890.1M |
MSFTMicrosoft Corp | $785.9M |
XYLXylem Inc/NY | $709.2M |
NVDANVIDIA Corp | $601.0M |
PNRPentair PLC | $451.8M |
HUBBHubbell Inc | $409.4M |
VLTOVeralto Corp | $372.3M |
AG8Agilent Technologies Inc | $356.7M |
WMSAdvanced Drainage Systems Inc | $348.7M |
IEXIDEX Corp | $345.3M |
SNPSSynopsys Inc | $315.7M |
KLACKLA Corp | $308.3M |
AOSA O Smith Corp | $307.7M |
RNRRenaissanceRe Holdings Ltd | $295.5M |
EBAeBay Inc | $282.8M |
TELTE Connectivity PLC | $278.7M |
MRVLMarvell Technology Inc | $262.4M |
WMWaste Management Inc | $254.6M |
AMATApplied Materials Inc | $244.4M |
AWCAmerican Water Works Co Inc | $241.4M |
WTSWatts Water Technologies Inc | $215.1M |
ORCLOracle Corp | $207.6M |
CITCintas Corp | $201.7M |
MTDMettler-Toledo International I | $201.4M |
SAJACia de Saneamento Basico do Es | $200.1M |
APTVAptiv PLC | $199.3M |
CARRCarrier Global Corp | $196.9M |
TXNTexas Instruments Inc | $195.1M |
CNMCore & Main Inc | $193.6M |
ZTSZoetis Inc | $182.7M |
ZWSZurn Elkay Water Solutions Cor | $180.4M |
MAMastercard Inc | $177.9M |
ECLEcolab Inc | $176.0M |
ACMAECOM | $171.2M |
ADSKAutodesk Inc | $169.7M |
MASMasco Corp | $169.6M |
HNMOrmat Technologies Inc | $168.3M |
RSGRepublic Services Inc | $166.8M |
TRMBTrimble Inc | $160.0M |
BSXBoston Scientific Corp | $154.3M |
APHAmphenol Corp | $144.1M |
CDNSCadence Design Systems Inc | $142.0M |
UNPUnion Pacific Corp | $139.5M |
CHEChemed Corp | $130.3M |
PTCPTC Inc | $128.3M |
BSYBentley Systems Inc | $126.6M |
MPWRMonolithic Power Systems Inc | $126.2M |
SITESiteOne Landscape Supply Inc | $122.2M |
TTTrane Technologies PLC | $119.1M |
WCNWaste Connections Inc | $116.5M |
GNRCGenerac Holdings Inc | $112.7M |
FELEFranklin Electric Co Inc | $111.9M |
AKXANSYS Inc | $111.7M |
LFUSLittelfuse Inc | $108.9M |
CFRCullen/Frost Bankers Inc | $104.9M |
MRSHMarsh & McLennan Cos Inc | $104.4M |
VVisa Inc | $104.2M |
VMIValmont Industries Inc | $102.4M |
DHRDanaher Corp | $102.3M |
WATWaters Corp | $95.8M |
RGENRepligen Corp | $93.8M |
ITRIItron Inc | $92.0M |
NOWServiceNow Inc | $90.3M |
CLHClean Harbors Inc | $81.3M |
JT5Mueller Water Products Inc | $80.9M |
AAPLApple Inc | $80.8M |
AMZNAmazon.com Inc | $79.6M |
ADIAnalog Devices Inc | $79.3M |
HDBHDFC Bank Ltd | $72.1M |
ISRGIntuitive Surgical Inc | $71.7M |
GOOGLAlphabet Inc | $71.0M |
TMOThermo Fisher Scientific Inc | $68.4M |
NVTnVent Electric PLC | $67.1M |
PGRProgressive Corp/The | $63.4M |
VRTVertiv Holdings Co | $60.7M |
JPMJPMorgan Chase & Co | $59.3M |
DCIDonaldson Co Inc | $56.8M |
RYNRayonier Inc | $54.7M |
TREXTrex Co Inc | $54.5M |
LLYEli Lilly & Co | $54.0M |
GPKGraphic Packaging Holding Co | $48.6M |
DARDarling Ingredients Inc | $45.2M |
AAONAAON Inc | $42.7M |
MCXMcCormick & Co Inc/MD | $38.6M |
VCTRVictory Capital Holdings Inc | $38.2M |
AVGOBroadcom Inc | $38.0M |
URIUnited Rentals Inc | $36.1M |
AAMIAcadian Asset Management Inc | $35.2M |
GILDGilead Sciences Inc | $32.7M |
CSLCarlisle Cos Inc | $30.4M |
LGNDLigand Pharmaceuticals Inc | $29.6M |
PANWPalo Alto Networks Inc | $29.4M |
DISWalt Disney Co/The | $28.5M |
CMGChipotle Mexican Grill Inc | $26.7M |
BALLBall Corp | $26.6M |
AMTAmerican Tower Corp | $24.9M |
VOYAVoya Financial Inc | $24.1M |
CLColgate-Palmolive Co | $22.9M |
PLDPrologis Inc | $22.5M |
ROIVRoivant Sciences Ltd | $22.5M |
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