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 | Value |
|---|---|
LINLinde PLC | $785.4M |
MSFTMicrosoft Corp | $769.7M |
XYLXylem Inc/NY | $664.7M |
NVDANVIDIA Corp | $565.9M |
HUBBHubbell Inc | $364.4M |
AG8Agilent Technologies Inc | $353.2M |
PNRPentair PLC | $344.8M |
APTVAptiv PLC | $324.9M |
VLTOVeralto Corp | $313.8M |
AWCAmerican Water Works Co Inc | $311.5M |
AOSA O Smith Corp | $311.0M |
IEXIDEX Corp | $304.1M |
WMSAdvanced Drainage Systems Inc | $299.3M |
EBAeBay Inc | $273.0M |
RNRRenaissanceRe Holdings Ltd | $272.7M |
MRVLMarvell Technology Inc | $267.1M |
KLACKLA Corp | $258.2M |
CITCintas Corp | $253.2M |
WMWaste Management Inc | $221.7M |
AMATApplied Materials Inc | $219.6M |
SNPSSynopsys Inc | $208.0M |
ZTSZoetis Inc | $198.5M |
VRTVertiv Holdings Co | $195.6M |
ECLEcolab Inc | $190.4M |
MAMastercard Inc | $189.8M |
CARRCarrier Global Corp | $187.5M |
WTSWatts Water Technologies Inc | $178.8M |
TELTE Connectivity PLC | $174.0M |
SAJACia de Saneamento Basico do Es | $172.6M |
MASMasco Corp | $172.0M |
CDNSCadence Design Systems Inc | $168.3M |
BSXBoston Scientific Corp | $164.4M |
UNPUnion Pacific Corp | $159.5M |
CNMCore & Main Inc | $149.3M |
ZWSZurn Elkay Water Solutions Cor | $135.8M |
APHAmphenol Corp | $132.8M |
ACMAECOM | $132.7M |
ITRIItron Inc | $125.8M |
RSGRepublic Services Inc | $122.8M |
TRMBTrimble Inc | $119.9M |
CFRCullen/Frost Bankers Inc | $116.0M |
LFUSLittelfuse Inc | $114.8M |
SITESiteOne Landscape Supply Inc | $114.1M |
ISRGIntuitive Surgical Inc | $113.0M |
TTEKTetra Tech Inc | $107.6M |
FELEFranklin Electric Co Inc | $107.1M |
AAONAAON Inc | $107.0M |
TYLTyler Technologies Inc | $106.7M |
VMIValmont Industries Inc | $104.9M |
CHEChemed Corp | $104.5M |
DHRDanaher Corp | $104.0M |
ADSKAutodesk Inc | $103.6M |
CFGCitizens Financial Group Inc | $101.0M |
PTCPTC Inc | $100.9M |
AAPLApple Inc | $100.1M |
TTTrane Technologies PLC | $98.4M |
MPWRMonolithic Power Systems Inc | $96.3M |
NOWServiceNow Inc | $91.0M |
AMZNAmazon.com Inc | $89.4M |
WATWaters Corp | $88.2M |
TMOThermo Fisher Scientific Inc | $86.4M |
WCNWaste Connections Inc | $84.5M |
BSYBentley Systems Inc | $83.1M |
JT5Mueller Water Products Inc | $80.1M |
MRSHMarsh & McLennan Cos Inc | $79.3M |
GOOGLAlphabet Inc | $77.2M |
HNMOrmat Technologies Inc | $74.8M |
TXNTexas Instruments Inc | $74.6M |
RGENRepligen Corp | $67.7M |
GNRCGenerac Holdings Inc | $62.8M |
TREXTrex Co Inc | $62.6M |
HDBHDFC Bank Ltd | $62.0M |
NVTnVent Electric PLC | $56.4M |
LLYEli Lilly & Co | $49.1M |
PGRProgressive Corp/The | $48.6M |
JPMJPMorgan Chase & Co | $47.2M |
WABWestinghouse Air Brake Technol | $44.1M |
MTDMettler-Toledo International I | $43.5M |
AVGOBroadcom Inc | $41.9M |
DARDarling Ingredients Inc | $41.3M |
PNFPPinnacle Financial Partners In | $41.3M |
VCTRVictory Capital Holdings Inc | $41.0M |
AAMIAcadian Asset Management Inc | $39.7M |
URIUnited Rentals Inc | $38.6M |
GILDGilead Sciences Inc | $36.4M |
CLHClean Harbors Inc | $34.8M |
ORCLOracle Corp | $33.3M |
MCXMcCormick & Co Inc/MD | $32.4M |
LGNDLigand Pharmaceuticals Inc | $31.2M |
TSMTaiwan Semiconductor Manufactu | $29.1M |
CLColgate-Palmolive Co | $25.8M |
TSLATesla Inc | $25.5M |
QXOQXO Inc | $24.2M |
ULTAUlta Beauty Inc | $24.1M |
RYNRayonier Inc | $23.8M |
DOLEDole PLC | $23.8M |
SIBNSI-BONE Inc | $23.7M |
EBCEastern Bankshares Inc | $23.5M |
GWWWW Grainger Inc | $23.2M |
UBERUber Technologies Inc | $22.5M |
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