Impax Asset Management Group plc Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$16.0B
Holdings
279
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (279 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLinde PLC | 1,841,939 | $785.4M | 4.91% | |
| 2 | MSFTMicrosoft Corp | 1,591,543 | $769.7M | 4.82% | |
| 3 | XYLXylem Inc/NY | 4,881,208 | $664.7M | 4.16% | |
| 4 | NVDANVIDIA Corp | 3,034,256 | $565.9M | 3.54% | |
| 5 | HUBBHubbell Inc | 820,499 | $364.4M | 2.28% | |
| 6 | AG8Agilent Technologies Inc | 2,595,597 | $353.2M | 2.21% | |
| 7 | PNRPentair PLC | 3,311,159 | $344.8M | 2.16% | |
| 8 | APTVAptiv PLC | 4,269,536 | $324.9M | 2.03% | |
| 9 | VLTOVeralto Corp | 3,145,370 | $313.8M | 1.96% | |
| 10 | AWCAmerican Water Works Co Inc | 2,386,873 | $311.5M | 1.95% | |
| 11 | AOSA O Smith Corp | 4,649,544 | $311.0M | 1.95% | |
| 12 | IEXIDEX Corp | 1,708,816 | $304.1M | 1.90% | |
| 13 | WMSAdvanced Drainage Systems Inc | 2,066,723 | $299.3M | 1.87% | |
| 14 | EBAeBay Inc | 3,134,733 | $273.0M | 1.71% | |
| 15 | RNRRenaissanceRe Holdings Ltd | 969,868 | $272.7M | 1.71% | |
| 16 | MRVLMarvell Technology Inc | 3,142,554 | $267.1M | 1.67% | |
| 17 | KLACKLA Corp | 212,473 | $258.2M | 1.62% | |
| 18 | CITCintas Corp | 1,346,262 | $253.2M | 1.58% | |
| 19 | WMWaste Management Inc | 1,009,080 | $221.7M | 1.39% | |
| 20 | AMATApplied Materials Inc | 854,529 | $219.6M | 1.37% | |
| 21 | SNPSSynopsys Inc | 442,763 | $208.0M | 1.30% | |
| 22 | ZTSZoetis Inc | 1,577,364 | $198.5M | 1.24% | |
| 23 | VRTVertiv Holdings Co | 1,207,028 | $195.6M | 1.22% | |
| 24 | ECLEcolab Inc | 725,432 | $190.4M | 1.19% | |
| 25 | MAMastercard Inc | 332,450 | $189.8M | 1.19% | |
| 26 | CARRCarrier Global Corp | 3,548,911 | $187.5M | 1.17% | |
| 27 | WTSWatts Water Technologies Inc | 647,873 | $178.8M | 1.12% | |
| 28 | TELTE Connectivity PLC | 764,995 | $174.0M | 1.09% | |
| 29 | SAJACia de Saneamento Basico do Es | 7,236,477 | $172.6M | 1.08% | |
| 30 | MASMasco Corp | 2,710,763 | $172.0M | 1.08% | |
| 31 | CDNSCadence Design Systems Inc | 538,545 | $168.3M | 1.05% | |
| 32 | BSXBoston Scientific Corp | 1,723,927 | $164.4M | 1.03% | |
| 33 | UNPUnion Pacific Corp | 689,356 | $159.5M | 1.00% | |
| 34 | CNMCore & Main Inc | 2,872,595 | $149.3M | 0.93% | |
| 35 | ZWSZurn Elkay Water Solutions Cor | 2,921,884 | $135.8M | 0.85% | |
| 36 | APHAmphenol Corp | 982,800 | $132.8M | 0.83% | |
| 37 | ACMAECOM | 1,392,092 | $132.7M | 0.83% | |
| 38 | ITRIItron Inc | 1,355,148 | $125.8M | 0.79% | |
| 39 | RSGRepublic Services Inc | 579,314 | $122.8M | 0.77% | |
| 40 | TRMBTrimble Inc | 1,530,754 | $119.9M | 0.75% | |
| 41 | CFRCullen/Frost Bankers Inc | 915,931 | $116.0M | 0.73% | |
| 42 | LFUSLittelfuse Inc | 454,003 | $114.8M | 0.72% | |
| 43 | SITESiteOne Landscape Supply Inc | 915,917 | $114.1M | 0.71% | |
| 44 | ISRGIntuitive Surgical Inc | 199,525 | $113.0M | 0.71% | |
| 45 | TTEKTetra Tech Inc | 3,208,190 | $107.6M | 0.67% | |
| 46 | FELEFranklin Electric Co Inc | 1,121,191 | $107.1M | 0.67% | |
| 47 | AAONAAON Inc | 1,403,648 | $107.0M | 0.67% | |
| 48 | TYLTyler Technologies Inc | 235,136 | $106.7M | 0.67% | |
| 49 | VMIValmont Industries Inc | 260,738 | $104.9M | 0.66% | |
| 50 | CHEChemed Corp | 244,242 | $104.5M | 0.65% | |
| 51 | DHRDanaher Corp | 454,388 | $104.0M | 0.65% | |
| 52 | ADSKAutodesk Inc | 349,957 | $103.6M | 0.65% | |
| 53 | CFGCitizens Financial Group Inc | 1,729,587 | $101.0M | 0.63% | |
| 54 | PTCPTC Inc | 579,317 | $100.9M | 0.63% | |
| 55 | AAPLApple Inc | 368,237 | $100.1M | 0.63% | |
| 56 | TTTrane Technologies PLC | 252,715 | $98.4M | 0.62% | |
| 57 | MPWRMonolithic Power Systems Inc | 106,238 | $96.3M | 0.60% | |
| 58 | NOWServiceNow Inc | 594,210 | $91.0M | 0.57% | |
| 59 | AMZNAmazon.com Inc | 387,433 | $89.4M | 0.56% | |
| 60 | WATWaters Corp | 232,249 | $88.2M | 0.55% | |
| 61 | TMOThermo Fisher Scientific Inc | 149,132 | $86.4M | 0.54% | |
| 62 | WCNWaste Connections Inc | 481,705 | $84.5M | 0.53% | |
| 63 | BSYBentley Systems Inc | 2,178,670 | $83.1M | 0.52% | |
| 64 | JT5Mueller Water Products Inc | 3,364,757 | $80.1M | 0.50% | |
| 65 | MRSHMarsh & McLennan Cos Inc | 427,624 | $79.3M | 0.50% | |
| 66 | GOOGLAlphabet Inc | 246,611 | $77.2M | 0.48% | |
| 67 | HNMOrmat Technologies Inc | 676,741 | $74.8M | 0.47% | |
| 68 | TXNTexas Instruments Inc | 430,198 | $74.6M | 0.47% | |
| 69 | RGENRepligen Corp | 413,384 | $67.7M | 0.42% | |
| 70 | GNRCGenerac Holdings Inc | 460,242 | $62.8M | 0.39% | |
| 71 | TREXTrex Co Inc | 1,783,815 | $62.6M | 0.39% | |
| 72 | HDBHDFC Bank Ltd | 1,695,445 | $62.0M | 0.39% | |
| 73 | NVTnVent Electric PLC | 553,268 | $56.4M | 0.35% | |
| 74 | LLYEli Lilly & Co | 45,731 | $49.1M | 0.31% | |
| 75 | PGRProgressive Corp/The | 213,530 | $48.6M | 0.30% | |
| 76 | JPMJPMorgan Chase & Co | 146,587 | $47.2M | 0.30% | |
| 77 | WABWestinghouse Air Brake Technol | 206,389 | $44.1M | 0.28% | |
| 78 | MTDMettler-Toledo International I | 31,236 | $43.5M | 0.27% | |
| 79 | AVGOBroadcom Inc | 120,936 | $41.9M | 0.26% | |
| 80 | DARDarling Ingredients Inc | 1,147,396 | $41.3M | 0.26% | |
| 81 | PNFPPinnacle Financial Partners In | 421,413 | $41.3M | 0.26% | |
| 82 | VCTRVictory Capital Holdings Inc | 650,000 | $41.0M | 0.26% | |
| 83 | AAMIAcadian Asset Management Inc | 845,451 | $39.7M | 0.25% | |
| 84 | URIUnited Rentals Inc | 47,751 | $38.6M | 0.24% | |
| 85 | GILDGilead Sciences Inc | 296,565 | $36.4M | 0.23% | |
| 86 | CLHClean Harbors Inc | 148,605 | $34.8M | 0.22% | |
| 87 | ORCLOracle Corp | 170,754 | $33.3M | 0.21% | |
| 88 | MCXMcCormick & Co Inc/MD | 475,770 | $32.4M | 0.20% | |
| 89 | LGNDLigand Pharmaceuticals Inc | 165,208 | $31.2M | 0.20% | |
| 90 | TSMTaiwan Semiconductor Manufactu | 95,768 | $29.1M | 0.18% | |
| 91 | CLColgate-Palmolive Co | 326,779 | $25.8M | 0.16% | |
| 92 | TSLATesla Inc | 56,756 | $25.5M | 0.16% | |
| 93 | QXOQXO Inc | 1,256,785 | $24.2M | 0.15% | |
| 94 | ULTAUlta Beauty Inc | 39,795 | $24.1M | 0.15% | |
| 95 | RYNRayonier Inc | 1,097,153 | $23.8M | 0.15% | |
| 96 | DOLEDole PLC | 1,584,474 | $23.8M | 0.15% | |
| 97 | SIBNSI-BONE Inc | 1,200,010 | $23.7M | 0.15% | |
| 98 | EBCEastern Bankshares Inc | 1,275,000 | $23.5M | 0.15% | |
| 99 | GWWWW Grainger Inc | 22,989 | $23.2M | 0.15% | |
| 100 | UBERUber Technologies Inc | 274,960 | $22.5M | 0.14% |
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