Impax Asset Management Group plc Q3 2024 Filing

Filed October 30, 2024

Portfolio Value

$25.4B

Holdings

311

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (311 positions)

StockValue
MSFTMicrosoft Corp
$1.1B
LINLinde PLC
$1.1B
AWCAmerican Water Works Co Inc
$829.2M
PNRPentair PLC
$743.5M
NVDANVIDIA Corp
$667.3M
TELTE Connectivity PLC
$524.2M
AMATApplied Materials Inc
$514.7M
HUBBHubbell Inc
$514.4M
MAMastercard Inc
$504.8M
CITCintas Corp
$499.2M
RNRRenaissanceRe Holdings Ltd
$461.7M
BSXBoston Scientific Corp
$457.1M
VLTOVeralto Corp
$452.2M
TMOThermo Fisher Scientific Inc
$433.3M
APTVAptiv PLC
$427.8M
IQVIQVIA Holdings Inc
$423.9M
IEXIDEX Corp
$405.8M
MRSHMarsh & McLennan Cos Inc
$403.2M
AG8Agilent Technologies Inc
$396.1M
ORCLOracle Corp
$395.3M
CDNSCadence Design Systems Inc
$371.7M
WMWaste Management Inc
$361.4M
ADIAnalog Devices Inc
$352.7M
ZWSZurn Elkay Water Solutions Cor
$315.6M
WTSWatts Water Technologies Inc
$308.4M
VVisa Inc
$308.2M
CARRCarrier Global Corp
$306.0M
WMSAdvanced Drainage Systems Inc
$294.8M
MTDMettler-Toledo International I
$282.0M
AOSA O Smith Corp
$281.5M
STESTERIS PLC
$269.2M
TXNTexas Instruments Inc
$267.8M
DHRDanaher Corp
$262.4M
COOCooper Cos Inc/The
$252.6M
SNPSSynopsys Inc
$248.5M
HDBHDFC Bank Ltd
$241.9M
WATWaters Corp
$232.4M
SAJACia de Saneamento Basico do Es
$231.4M
XYLXylem Inc/NY
$226.6M
BDXBecton Dickinson & Co
$225.1M
ADSKAutodesk Inc
$217.7M
MASMasco Corp
$213.4M
CGNXCognex Corp
$211.3M
RYNRayonier Inc
$211.0M
CHEChemed Corp
$200.0M
PTCPTC Inc
$198.4M
TTTrane Technologies PLC
$193.9M
AKXANSYS Inc
$192.3M
LFUSLittelfuse Inc
$185.4M
RSGRepublic Services Inc
$181.7M
ACMAECOM
$178.5M
MPWRMonolithic Power Systems Inc
$172.3M
HNMOrmat Technologies Inc
$172.2M
TRMBTrimble Inc
$170.0M
ECLEcolab Inc
$169.3M
SITESiteOne Landscape Supply Inc
$157.1M
RGENRepligen Corp
$156.4M
GNRCGenerac Holdings Inc
$147.9M
AAPLApple Inc
$143.6M
UNPUnion Pacific Corp
$134.6M
VMIValmont Industries Inc
$133.9M
LIILennox International Inc
$133.1M
CCKCrown Holdings Inc
$132.7M
KLACKLA Corp
$130.3M
ALTREURAltair Engineering Inc
$129.1M
JT5Mueller Water Products Inc
$124.5M
DARDarling Ingredients Inc
$124.5M
GPKGraphic Packaging Holding Co
$123.3M
GOOGLAlphabet Inc
$120.8M
CLHClean Harbors Inc
$105.1M
FELEFranklin Electric Co Inc
$103.9M
BMIBadger Meter Inc
$99.2M
CNMCore & Main Inc
$89.4M
BSYBentley Systems Inc
$88.8M
SRCLStericycle Inc
$85.2M
AZEKAZEK Co Inc/The
$72.5M
JPMJPMorgan Chase & Co
$65.6M
MRKMerck & Co Inc
$64.9M
NOWServiceNow Inc
$64.0M
ABTAbbott Laboratories
$63.6M
VRTVertiv Holdings Co
$62.1M
DISWalt Disney Co/The
$61.9M
HRIHerc Holdings Inc
$60.9M
VOYAVoya Financial Inc
$60.8M
MCXMcCormick & Co Inc/MD
$60.2M
WCNWaste Connections Inc
$54.8M
TREXTrex Co Inc
$54.8M
PGProcter & Gamble Co/The
$54.0M
DCIDonaldson Co Inc
$51.3M
CSLCarlisle Cos Inc
$48.9M
UPSUnited Parcel Service Inc
$45.7M
SWKStanley Black & Decker Inc
$45.3M
CMECME Group Inc
$42.2M
MRVLMarvell Technology Inc
$41.5M
DELLDell Technologies Inc
$38.1M
DYHTarget Corp
$37.6M
VCTRVictory Capital Holdings Inc
$37.4M
ULTAUlta Beauty Inc
$36.4M
PLDPrologis Inc
$35.4M
AVTRAvantor Inc
$35.4M
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