Impax Asset Management Group plc Q4 2023 Filing

Filed January 26, 2024

Portfolio Value

$24909.5T

Holdings

366

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (366 positions)

#StockSharesValue% PortfolioType
101
AVTRAvantor Inc
1,845,666$42.1T0.17%
102
PLDPrologis Inc
314,958$42.0T0.17%
103
LOWLowe's Cos Inc
186,829$41.6T0.17%
104
DELLDell Technologies Inc
542,014$41.5T0.17%
105
CYRXCryoPort Inc
2,599,149$40.0T0.16%
106
FISVFiserv Inc
293,240$39.0T0.16%
107
CFGCitizens Financial Group Inc
1,133,767$37.6T0.15%
108
GOOGAlphabet Inc
266,376$37.5T0.15%
109
AGCOAGCO Corp
301,649$36.6T0.15%
110
AVYAvery Dennison Corp
180,366$36.5T0.15%
111
ORCLOracle Corp
343,950$36.3T0.15%
112
SYYSysco Corp
492,585$36.0T0.14%
113
OTISOtis Worldwide Corp
402,391$36.0T0.14%
114
VRTXVertex Pharmaceuticals Inc
84,313$34.3T0.14%
115
PANWPalo Alto Networks Inc
116,059$34.2T0.14%
116
KEYKeyCorp
2,289,724$33.0T0.13%
117
AREAlexandria Real Estate Equitie
251,452$31.9T0.13%
118
AFWAlign Technology Inc
114,369$31.3T0.13%
119
DOLEDole PLC
2,533,348$31.1T0.12%
120
DC4Dexcom Inc
241,221$29.9T0.12%
121
WYWeyerhaeuser Co
859,953$29.9T0.12%
122
TMUST-Mobile US Inc
184,923$29.6T0.12%
123
AMZNAmazon.com Inc
173,043$26.3T0.11%
124
TSCOTractor Supply Co
121,817$26.2T0.11%
125
VCTRVictory Capital Holdings Inc
750,000$25.8T0.10%
126
MIDDMiddleby Corp/The
165,184$24.3T0.10%
127
CNMCore & Main Inc
541,200$21.9T0.09%
128
AAMIBrightsphere Investment Group
1,048,818$20.1T0.08%
129
LLYEli Lilly & Co
30,268$17.6T0.07%
130
ONTOOnto Innovation Inc
107,057$16.4T0.07%
131
INTUIntuit Inc
26,137$16.3T0.07%
132
HCATHealth Catalyst Inc
1,754,475$16.2T0.07%
133
WRKUSDWestrock Co
377,081$15.7T0.06%
134
CIENCiena Corp
346,064$15.6T0.06%
135
BBWIBath & Body Works Inc
356,910$15.4T0.06%
136
AXNX*Axonics Inc
244,525$15.2T0.06%
137
HURNHuron Consulting Group Inc
144,000$14.8T0.06%
138
KOCoca-Cola Co/The
250,919$14.8T0.06%
139
LGNDLigand Pharmaceuticals Inc
205,208$14.7T0.06%
140
NBIXNeurocrine Biosciences Inc
110,000$14.5T0.06%
141
TRVCCitigroup Inc
275,535$14.2T0.06%
142
SBUXStarbucks Corp
145,497$14.0T0.06%
143
ZTSZoetis Inc
70,522$13.9T0.06%
144
CECelanese Corp
89,067$13.8T0.06%
145
WKWorkiva Inc
136,086$13.8T0.06%
146
LULULululemon Athletica Inc
26,737$13.7T0.05%
147
USFDUS Foods Holding Corp
300,000$13.6T0.05%
148
JNJJohnson & Johnson
86,904$13.6T0.05%
149
EIXEdison International
187,538$13.4T0.05%
150
EQIXEquinix Inc
16,593$13.4T0.05%
151
AVGOBroadcom Inc
11,896$13.3T0.05%
152
GILDGilead Sciences Inc
163,090$13.2T0.05%
153
ENPHEnphase Energy Inc
99,950$13.2T0.05%
154
WBAWalgreens Boots Alliance Inc
502,032$13.1T0.05%
155
PAHUSDElement Solutions Inc
561,946$13.0T0.05%
156
CAHCardinal Health Inc
127,649$12.9T0.05%
157
ACAArcosa Inc
155,000$12.8T0.05%
158
ULTAUlta Beauty Inc
25,889$12.7T0.05%
159
BBYBest Buy Co Inc
161,312$12.6T0.05%
160
EGHT8x8 Inc
3,330,000$12.6T0.05%
161
ELVElevance Health Inc
26,250$12.4T0.05%
162
QNSTQuinStreet Inc
960,395$12.3T0.05%
163
ACNAccenture PLC
34,777$12.2T0.05%
164
HRHealthcare Realty Trust Inc
706,352$12.2T0.05%
165
ENOVEnovis Corp
210,630$11.8T0.05%
166
DYDycom Industries Inc
101,500$11.7T0.05%
167
CLXClorox Co/The
80,571$11.5T0.05%
168
NPOEnpro Inc
70,000$11.0T0.04%
169
NVDANVIDIA Corp
21,783$10.8T0.04%
170
EBCEastern Bankshares Inc
750,000$10.7T0.04%
171
EMREmerson Electric Co
108,445$10.6T0.04%
172
PBVPrestige Consumer Healthcare I
170,000$10.4T0.04%
173
SMPLSimply Good Foods Co/The
258,620$10.2T0.04%
174
ATENA10 Networks Inc
775,000$10.2T0.04%
175
SIBNSI-BONE Inc
475,343$10.0T0.04%
176
INDBIndependent Bank Corp
150,000$9.9T0.04%
177
PLNTPlanet Fitness Inc
134,800$9.8T0.04%
178
LNNLindsay Corp
74,753$9.7T0.04%
179
BMYBristol-Myers Squibb Co
185,850$9.5T0.04%
180
TRNOTerreno Realty Corp
150,000$9.4T0.04%
181
MITKMitek Systems Inc
720,349$9.4T0.04%
182
COLDAmericold Realty Trust Inc
310,000$9.4T0.04%
183
PKNRevvity Inc
83,753$9.2T0.04%
184
PGRProgressive Corp/The
57,213$9.1T0.04%
185
GTESGates Industrial Corp PLC
678,067$9.1T0.04%
186
BACVerizon Communications Inc
229,298$8.6T0.03%
187
WTRGEssential Utilities Inc
220,590$8.2T0.03%
188
TTCToro Co/The
83,428$8.0T0.03%
189
SPTSprout Social Inc
128,724$7.9T0.03%
190
ADCAgree Realty Corp
120,000$7.6T0.03%
191
EFTTechTarget Inc
213,387$7.4T0.03%
192
VRRMVerra Mobility Corp
318,661$7.3T0.03%
193
SWAVUSDShockwave Medical Inc
38,000$7.2T0.03%
194
ADBEAdobe Inc
12,072$7.2T0.03%
195
INTCIntel Corp
142,770$7.2T0.03%
196
ELEstee Lauder Cos Inc/The
46,633$6.8T0.03%
197
PCRXPacira BioSciences Inc
200,027$6.7T0.03%
198
OPCHOption Care Health Inc
200,000$6.7T0.03%
199
DECKDeckers Outdoor Corp
9,557$6.4T0.03%
200
SIEBSiemens AG
67,168$6.3T0.03%
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