Impax Asset Management Group plc Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$15.7T
Holdings
292
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (292 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AWCAmerican Water Works Co Inc | 3,880,829 | $595.6B | 3.79% | |
| 2 | TRMBTrimble Inc | 8,479,932 | $566.2B | 3.60% | |
| 3 | XYLXylem Inc/NY | 5,527,297 | $562.6B | 3.58% | |
| 4 | IEXIDEX Corp | 2,463,754 | $490.8B | 3.12% | |
| 5 | PNRPentair PLC | 9,216,352 | $489.2B | 3.11% | |
| 6 | LINLinde PLC | 1,787,713 | $471.1B | 3.00% | |
| 7 | ECLEcolab Inc | 2,148,749 | $464.9B | 2.96% | |
| 8 | AG8Agilent Technologies Inc | 3,509,285 | $415.8B | 2.65% | |
| 9 | APTVAptiv PLC | 2,698,324 | $351.6B | 2.24% | |
| 10 | PTCPTC Inc | 2,844,099 | $340.2B | 2.16% | |
| 11 | EQIXEquinix Inc | 404,239 | $288.7B | 1.84% | |
| 12 | MSFTMicrosoft Corp | 1,214,215 | $270.1B | 1.72% | |
| 13 | DHRDanaher Corp | 1,194,145 | $265.3B | 1.69% | |
| 14 | ITRIItron Inc | 2,618,351 | $250.3B | 1.59% | |
| 15 | RYNRayonier Inc | 8,246,221 | $242.3B | 1.54% | |
| 16 | WMSAdvanced Drainage Systems Inc | 2,883,648 | $240.2B | 1.53% | |
| 17 | WMWaste Management Inc | 1,991,519 | $234.9B | 1.49% | |
| 18 | ADSKAutodesk Inc | 767,248 | $234.3B | 1.49% | |
| 19 | HNMOrmat Technologies Inc | 2,558,894 | $229.8B | 1.46% | |
| 20 | VRSKVerisk Analytics Inc | 1,094,594 | $227.2B | 1.45% | |
| 21 | TELTE Connectivity Ltd | 1,867,635 | $226.1B | 1.44% | |
| 22 | HUBBHubbell Inc | 1,400,727 | $219.6B | 1.40% | |
| 23 | MTDMettler-Toledo International I | 187,887 | $214.1B | 1.36% | |
| 24 | WTSWatts Water Technologies Inc | 1,660,495 | $201.5B | 1.28% | |
| 25 | DARDarling Ingredients Inc | 3,333,213 | $192.3B | 1.22% | |
| 26 | BMIBadger Meter Inc | 2,018,144 | $189.1B | 1.20% | |
| 27 | GNRCGenerac Holdings Inc | 818,373 | $185.0B | 1.18% | |
| 28 | RXNEURRexnord Corp | 4,665,116 | $184.2B | 1.17% | |
| 29 | CDNSCadence Design Systems Inc | 1,337,804 | $182.5B | 1.16% | |
| 30 | TTTrane Technologies PLC | 1,234,190 | $179.2B | 1.14% | |
| 31 | FELEFranklin Electric Co Inc | 2,586,194 | $178.4B | 1.13% | |
| 32 | IQVIQVIA Holdings Inc | 987,520 | $176.9B | 1.13% | |
| 33 | AKXANSYS Inc | 479,921 | $174.6B | 1.11% | |
| 34 | SAJACia de Saneamento Basico do Es | 20,287,387 | $173.7B | 1.11% | |
| 35 | LFUSLittelfuse Inc | 682,155 | $172.8B | 1.10% | |
| 36 | WATWaters Corp | 692,481 | $171.3B | 1.09% | |
| 37 | WTRGEssential Utilities Inc | 3,549,391 | $167.9B | 1.07% | |
| 38 | VMIValmont Industries Inc | 948,791 | $166.0B | 1.06% | |
| 39 | IPGPIPG Photonics Corp | 737,328 | $164.5B | 1.05% | |
| 40 | HDBHDFC Bank Ltd | 2,230,241 | $161.2B | 1.03% | |
| 41 | PKNPerkinElmer Inc | 1,108,482 | $159.1B | 1.01% | |
| 42 | MAMastercard Inc | 444,966 | $158.8B | 1.01% | |
| 43 | DEDeere & Co | 589,796 | $158.7B | 1.01% | |
| 44 | TTCToro Co/The | 1,587,797 | $150.6B | 0.96% | |
| 45 | JT5Mueller Water Products Inc | 12,096,848 | $149.8B | 0.95% | |
| 46 | SEDGSolarEdge Technologies Inc | 444,523 | $141.1B | 0.90% | |
| 47 | ALTREURAltair Engineering Inc | 2,389,265 | $138.1B | 0.88% | |
| 48 | VVisa Inc | 625,595 | $136.8B | 0.87% | |
| 49 | ROKRockwell Automation Inc | 540,117 | $135.5B | 0.86% | |
| 50 | TMOThermo Fisher Scientific Inc | 279,642 | $130.3B | 0.83% | |
| 51 | —SPX FLOW Inc | 2,079,013 | $120.5B | 0.77% | |
| 52 | WRKUSDWestrock Co | 2,736,091 | $119.1B | 0.76% | |
| 53 | MPWRMonolithic Power Systems Inc | 310,526 | $113.0B | 0.72% | |
| 54 | CLHClean Harbors Inc | 1,485,701 | $111.9B | 0.71% | |
| 55 | BDXBecton Dickinson and Co | 447,167 | $111.9B | 0.71% | |
| 56 | TSMTaiwan Semiconductor Manufactu | 1,004,988 | $109.6B | 0.70% | |
| 57 | RGENRepligen Corp | 560,848 | $106.8B | 0.68% | |
| 58 | LIILennox International Inc | 389,708 | $106.2B | 0.68% | |
| 59 | ALXNAlexion Pharmaceuticals Inc | 671,520 | $104.9B | 0.67% | |
| 60 | AQUAUSDEvoqua Water Technologies Corp | 3,317,273 | $99.5B | 0.63% | |
| 61 | GRFSGrifols SA | 5,101,169 | $94.1B | 0.60% | |
| 62 | POOLPool Corp | 252,430 | $94.0B | 0.60% | |
| 63 | CWTCalifornia Water Service Group | 1,535,884 | $83.0B | 0.53% | |
| 64 | LNNLindsay Corp | 619,918 | $79.6B | 0.51% | |
| 65 | DCIDonaldson Co Inc | 1,361,533 | $75.3B | 0.48% | |
| 66 | AMZNAmazon.com Inc | 21,694 | $70.7B | 0.45% | |
| 67 | AAPLApple Inc | 387,180 | $51.4B | 0.33% | |
| 68 | VOYAVoya Financial Inc | 863,902 | $50.8B | 0.32% | |
| 69 | SONSonoco Products Co | 679,200 | $40.2B | 0.26% | |
| 70 | PGProcter & Gamble Co/The | 288,314 | $40.1B | 0.26% | |
| 71 | SBUXStarbucks Corp | 342,726 | $36.7B | 0.23% | |
| 72 | JPMJPMorgan Chase & Co | 269,121 | $34.2B | 0.22% | |
| 73 | AGCOAGCO Corp | 302,902 | $31.2B | 0.20% | |
| 74 | LOWLowe's Cos Inc | 191,032 | $30.7B | 0.20% | |
| 75 | MRKMerck & Co Inc | 369,503 | $30.2B | 0.19% | |
| 76 | UPSUnited Parcel Service Inc | 177,450 | $29.9B | 0.19% | |
| 77 | AMATApplied Materials Inc | 341,854 | $29.5B | 0.19% | |
| 78 | GPKGraphic Packaging Holding Co | 1,738,000 | $29.4B | 0.19% | |
| 79 | DYHTarget Corp | 166,045 | $29.3B | 0.19% | |
| 80 | CRMsalesforce.com Inc | 127,000 | $28.3B | 0.18% | |
| 81 | SEESealed Air Corp | 614,000 | $28.1B | 0.18% | |
| 82 | GOOGLAlphabet Inc | 15,723 | $27.6B | 0.18% | |
| 83 | GOOGAlphabet Inc | 15,675 | $27.5B | 0.17% | |
| 84 | VCTRVictory Capital Holdings Inc | 1,063,234 | $26.4B | 0.17% | |
| 85 | BMYBristol-Myers Squibb Co | 410,880 | $25.5B | 0.16% | |
| 86 | MDTMedtronic PLC | 214,204 | $25.1B | 0.16% | |
| 87 | FISVFiserv Inc | 216,833 | $24.7B | 0.16% | |
| 88 | DGXQuest Diagnostics Inc | 190,247 | $22.7B | 0.14% | |
| 89 | 0VVBViacomCBS Inc | 594,676 | $22.2B | 0.14% | |
| 90 | FTNTFortinet Inc | 149,000 | $22.1B | 0.14% | |
| 91 | CFGCitizens Financial Group Inc | 599,647 | $21.4B | 0.14% | |
| 92 | HASIHannon Armstrong Sustainable I | 334,848 | $21.2B | 0.14% | |
| 93 | CICigna Corp | 101,594 | $21.1B | 0.13% | |
| 94 | PLDPrologis Inc | 208,100 | $20.7B | 0.13% | |
| 95 | HTBHomeTrust Bancshares Inc | 1,062,236 | $20.5B | 0.13% | |
| 96 | DELLDell Technologies Inc | 274,900 | $20.1B | 0.13% | |
| 97 | SYYSysco Corp | 252,700 | $18.8B | 0.12% | |
| 98 | CYRXCryoPort Inc | 417,032 | $18.1B | 0.12% | |
| 99 | VMCVulcan Materials Co | 121,000 | $17.9B | 0.11% | |
| 100 | VRTXVertex Pharmaceuticals Inc | 75,572 | $17.9B | 0.11% |
Page 1 of 3Next