Impax Asset Management Group plc Q3 2022 Filing

Filed November 8, 2022

Portfolio Value

$19.5B

Holdings

387

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (387 positions)

StockValue
LINLinde PLC
$816.9M
MSFTMicrosoft Corp
$661.9M
AWCAmerican Water Works Co Inc
$604.7M
PNRPentair PLC
$560.6M
TRMBTrimble Inc
$514.0M
AG8Agilent Technologies Inc
$487.9M
CITCintas Corp
$385.8M
IEXIDEX Corp
$382.5M
APTVAptiv PLC
$367.7M
EQIXEquinix Inc
$367.0M
PTCPTC Inc
$335.0M
TELTE Connectivity Ltd
$317.4M
WMSAdvanced Drainage Systems Inc
$310.3M
WMWaste Management Inc
$291.6M
AMATApplied Materials Inc
$288.1M
MAMastercard Inc
$283.4M
TMOThermo Fisher Scientific Inc
$274.0M
ZWSZurn Elkay Water Solutions Cor
$267.2M
HDBHDFC Bank Ltd
$263.1M
BSXBoston Scientific Corp
$255.8M
IQVIQVIA Holdings Inc
$252.9M
URIUnited Rentals Inc
$247.2M
CDNSCadence Design Systems Inc
$246.6M
DARDarling Ingredients Inc
$240.9M
WTSWatts Water Technologies Inc
$240.1M
ADIAnalog Devices Inc
$233.0M
TTTrane Technologies PLC
$226.0M
HUBBHubbell Inc
$225.1M
ADSKAutodesk Inc
$221.2M
VMIValmont Industries Inc
$218.2M
RSGRepublic Services Inc
$216.4M
TXNTexas Instruments Inc
$202.0M
VRTXVertex Pharmaceuticals Inc
$201.6M
SAJACia de Saneamento Basico do Es
$194.5M
AOSA O Smith Corp
$194.4M
WATWaters Corp
$193.8M
VVisa Inc
$192.2M
DHRDanaher Corp
$187.3M
WTRGEssential Utilities Inc
$186.5M
DEDeere & Co
$183.4M
VRSKVerisk Analytics Inc
$181.2M
LFUSLittelfuse Inc
$178.9M
AKXANSYS Inc
$173.9M
HNMOrmat Technologies Inc
$166.4M
TTCToro Co/The
$163.6M
BDXBecton Dickinson and Co
$163.6M
ECLEcolab Inc
$156.7M
GPKGraphic Packaging Holding Co
$156.6M
GNRCGenerac Holdings Inc
$155.2M
MPWRMonolithic Power Systems Inc
$148.9M
WRKUSDWestrock Co
$143.8M
CCKCrown Holdings Inc
$142.9M
RYNRayonier Inc
$142.3M
RGENRepligen Corp
$140.4M
AQUAUSDEvoqua Water Technologies Corp
$137.8M
JT5Mueller Water Products Inc
$136.5M
LIILennox International Inc
$134.7M
SEDGSolarEdge Technologies Inc
$126.2M
CLHClean Harbors Inc
$123.0M
AAPLApple Inc
$117.3M
ROKRockwell Automation Inc
$117.0M
SRCLStericycle Inc
$116.9M
TSMTaiwan Semiconductor Manufactu
$113.9M
MASMasco Corp
$111.6M
COOCooper Cos Inc/The
$110.9M
MTDMettler-Toledo International I
$110.4M
BMIBadger Meter Inc
$108.9M
ALTREURAltair Engineering Inc
$106.8M
XYLXylem Inc/NY
$98.2M
POOLPool Corp
$96.2M
SITESiteOne Landscape Supply Inc
$87.2M
CWTCalifornia Water Service Group
$82.0M
DCIDonaldson Co Inc
$81.0M
FELEFranklin Electric Co Inc
$81.0M
AZEKAZEK Co Inc/The
$79.0M
HASIHannon Armstrong Sustainable I
$69.4M
HRIHerc Holdings Inc
$69.3M
SONSonoco Products Co
$62.1M
AMZNAmazon.com Inc
$56.5M
GOOGLAlphabet Inc
$55.6M
IFFInternational Flavors & Fragra
$52.0M
VRTVertiv Holdings Co
$51.1M
AMEDAmedisys Inc
$48.5M
SBUXStarbucks Corp
$48.0M
MCXMcCormick & Co Inc/MD
$47.8M
BALLBall Corp
$47.8M
VOYAVoya Financial Inc
$47.6M
MRKMerck & Co Inc
$46.8M
JPMJPMorgan Chase & Co
$46.0M
AGCOAGCO Corp
$46.0M
PGProcter & Gamble Co/The
$44.5M
SWCHEURSwitch Inc
$41.6M
DISWalt Disney Co/The
$41.5M
CVSCVS Health Corp
$41.4M
CYRXCryoPort Inc
$41.0M
LOWLowe's Cos Inc
$40.3M
ACNAccenture PLC
$37.6M
BMYBristol-Myers Squibb Co
$37.3M
ELEstee Lauder Cos Inc/The
$35.4M
TMUST-Mobile US Inc
$35.3M
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