Impax Asset Management Group PLC

CIK Number: 0001749768

17.39B
Market Value
294
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 LIN Linde plc
481.92
+0.85% 1.79M -20.24% 834.35M 358.34 5.02% Share
2 MSFT Microsoft Corpo...
502.04
-0.44% 1.85M -22.1% 691.74M 222.6 4.17% Share
3 XYL Xylem Inc.
143.31
+0.45% 4.84M -13.04% 576.17M 109.76 3.47% Share
4 NVDA NVIDIA Corporat...
181.70
+1.05% 4.22M -20.77% 456.43M 112.45 2.75% Share
5 PNR Pentair plc
109.19
+1.16% 4.97M -1.83% 433.82M 45.99 2.61% Share
6 VLTO Veralto Corpora...
107.08
-0.07% 3.92M -1.61% 381.69M 82.5 2.30% Share
7 IEX IDEX Corporatio...
166.06
+0.05% 2.01M +11.51% 363.16M 178.89 2.19% Share
8 WM Waste Managemen...
225.28
+0.55% 1.51M -7.51% 349.75M 131.04 2.11% Share
9 A Agilent Technol...
118.31
-0.71% 2.93M +3.62% 342.96M 103.56 2.07% Share
10 AWK American Water ...
143.96
-0.3% 2.31M -50.19% 340.71M 128.53 2.05% Share
11 AOS A. O. Smith Cor...
72.38
-0.23% 5.19M +67.26% 339.12M 64.75 2.04% Share
12 WMS Advanced Draina...
145.35
+0.02% 2.9M +14.80% 314.7M 74.04 1.90% Share
13 HUBB Hubbell Incorpo...
442.56
+1.14% 919.16K -10.25% 303.4M 274.24 1.83% Share
14 TEL TE Connectivity...
206.90
+0.86% 1.94M -38.67% 273.75M 150.99 1.65% Share
15 KLAC KLA Corporation
888.10
+0.97% 389.83K +53.26% 264.34M 539.53 1.59% Share
16 RNR RenaissanceRe H...
244.45
-0.4% 1.1M -41.64% 262.54M 243.91 1.58% Share
17 EBAY eBay Inc.
94.64
-3.97% 3.54M +2.54K% 239.04M 67.61 1.44% Share
18 AMAT Applied Materia...
164.51
+1.56% 1.6M -39.04% 230.95M 123.31 1.39% Share
19 MRVL Marvell Technol...
74.26
+1.80% 3.7M +748.26% 227.03M 61.31 1.37% Share
20 MTD Mettler-Toledo ...
1285.76
-0.31% 191.47K -3.71% 226.11M 1047.27 1.36% Share
21 WTS Watts Water Tec...
283.20
+0.78% 1.11M -11.82% 225.55M 96.81 1.36% Share
22 SNPS Synopsys, Inc.
596.00
-0.17% 483.22K -1.6% 207.23M 549.66 1.25% Share
23 CARR Carrier Global ...
66.45
+0.68% 3.27M -6.75% 207M 56.22 1.25% Share
24 TXN Texas Instrumen...
205.98
0.00% 1.12M -3.1% 201.93M 185.05 1.22% Share
25 APTV Aptiv PLC
79.93
+1.40% 3.31M -30.44% 196.89M 60.48 1.19% Share
26 CTAS Cintas Corporat...
212.99
+0.53% 952.05K -48.76% 194.91M 108.23 1.17% Share
27 SBS Companhia de Sa...
21.50
-2.69% 10.84M -19.8% 193M 8.69 1.16% Share
28 CHE Chemed Corporat...
446.38
-2.11% 301.58K -9.29% 185.57M 542.71 1.12% Share
29 RSG Republic Servic...
234.30
+0.90% 719.4K -16.06% 174.21M 131.04 1.05% Share
30 ANSS ANSYS, Inc.
374.30
-4.69% 542.73K -3.3% 171.8M 283.81 1.03% Share
31 ADSK Autodesk, Inc.
282.45
-1.01% 631K -4.5% 165.19M 210.07 0.99% Share
32 ECL Ecolab Inc.
279.20
+0.30% 625.38K -4.28% 158.55M 189.14 0.95% Share
33 WAT Waters Corporat...
296.19
-0.92% 424.75K -40.52% 156.55M 264.87 0.94% Share
34 ORA Ormat Technolog...
91.57
-1.17% 2.22M -7.94% 156.22M 67.91 0.94% Share
35 MAS Masco Corporati...
74.28
-0.29% 2.24M -2.2% 156.07M 51.85 0.94% Share
36 CNM Core & Main, In...
64.94
+0.93% 3.21M -6.49% 154.98M 44.45 0.93% Share
37 UNP Union Pacific C...
222.77
-0.25% 655.31K +5.22% 154.81M 242.97 0.93% Share
38 PTC PTC Inc.
212.53
-0.85% 963K -7.01% 147.9M 108 0.89% Share
39 TRMB Trimble Inc.
81.44
+0.01% 2.27M -11.93% 147.7M 52.02 0.89% Share
40 BSX Boston Scientif...
106.39
+1.22% 1.46M -67.49% 146.37M 47.3 0.88% Share
41 RYN Rayonier Inc.
26.46
-1.27% 5.23M -12.34% 144.67M 30.25 0.87% Share
42 ACM Aecom
125.56
+1.98% 1.5M -2.2% 139.41M 84.73 0.84% Share
43 MA Mastercard Inco...
591.61
-0.27% 254.79K -69.25% 138.28M 337.77 0.83% Share
44 ORCL Oracle Corporat...
234.20
-0.51% 990.04K -51.04% 137.27M 126.36 0.83% Share
45 V Visa Inc.
351.06
+0.64% 384.28K -60.85% 133.77M 197.5 0.81% Share
46 ZWS Zurn Elkay Wate...
46.07
+0.52% 4.02M -1.84% 132.46M 33.6 0.80% Share
47 CDNS Cadence Design ...
344.03
-0.34% 509.01K -58.84% 128.66M 153.32 0.77% Share
48 APH Amphenol Corpor...
109.91
+0.16% 1.95M +100.00% 127.98M 65.59 0.77% Share
49 SITE SiteOne Landsca...
143.64
-0.51% 1.01M -2.23% 122.75M 119.07 0.74% Share
50 MPWR Monolithic Powe...
850.64
+1.53% 208.62K -12.31% 120.14M 409.88 0.72% Share
51 LFUS Littelfuse, Inc...
262.50
+0.13% 566.39K -14.75% 110.59M 201.41 0.67% Share
52 MMC Marsh & McLenna...
206.38
-0.3% 440.88K -71.57% 106.44M 194.63 0.64% Share
53 GNRC Generac Holding...
189.35
-2.03% 835.4K -0.95% 104.99M 129.63 0.63% Share
54 TT Trane Technolog...
426.16
+1.56% 308.05K -27.91% 103.79M 117.69 0.63% Share
55 RGEN Repligen Corpor...
120.49
-0.64% 804.51K -23.52% 101.49M 157.09 0.61% Share
56 MWA Mueller Water P...
27.13
+0.93% 3.97M -13.39% 100.86M 11.23 0.61% Share
57 WCN Waste Connectio...
182.85
+0.36% 516.9K +69.27% 99.62M 185.52 0.60% Share
58 TMO Thermo Fisher S...
488.54
-0.45% 192.84K -69.1% 94.96M 456.48 0.57% Share
59 BSY Bentley Systems...
53.79
-0.3% 2.42M -3.09% 94.34M 49.6 0.57% Share
60 CLH Clean Harbors, ...
244.49
+0.07% 483.25K +11.14% 94M 83.3 0.57% Share
61 AAPL Apple Inc.
229.31
+0.95% 414.89K -26.13% 92.16M 117.64 0.56% Share
62 VMI Valmont Industr...
376.14
+0.63% 311.09K -3.53% 88.78M 188.72 0.53% Share
63 DAR Darling Ingredi...
34.41
-4.24% 2.77M -7.26% 86.1M 42.72 0.52% Share
64 VOYA Voya Financial,...
75.89
+0.01% 1.28M -55.96% 86.01M 65.04 0.52% Share
65 ADI Analog Devices,...
255.63
+0.45% 410.19K -68.85% 81.89M 167.49 0.49% Share
66 GPK Graphic Packagi...
22.39
-1.52% 3.14M -10.75% 80.81M 17.71 0.49% Share
67 FELE Franklin Electr...
98.84
+0.45% 843.61K -2.21% 79.2M 50.34 0.48% Share
68 DHR Danaher Corpora...
206.26
-0.71% 380.17K -58.92% 77.31M 175.15 0.47% Share
69 GOOGL Alphabet Inc.
207.14
-0.65% 492.63K -25.83% 76.18M 95.81 0.46% Share
70 CGNX Cognex Corporat...
43.89
-0.3% 2.43M -52.23% 72.09M 47.58 0.43% Share
71 HDB HDFC Bank Limit...
72.65
-0.22% 1.04M -66.82% 68.52M 62.59 0.41% Share
72 AZEK The AZEK Compan...
54.35
-0.93% 1.38M -10.45% 66.44M 24.15 0.40% Share
73 CFR Cullen/Frost Ba...
131.91
+1.03% 518.39K +350.77% 64.36M 127.21 0.39% Share
74 ISRG Intuitive Surgi...
474.26
+1.24% 127.71K -35.96% 62.61M 518.13 0.38% Share
75 NOW ServiceNow, Inc...
864.84
-1.72% 76.56K +51.22% 60.64M 643.59 0.37% Share
76 DCI Donaldson Compa...
75.70
+0.48% 878.63K +27.51% 58.13M 56.66 0.35% Share
77 TREX Trex Company, I...
63.45
-0.2% 909.39K +0.25% 52.84M 57.17 0.32% Share
78 NVT nVent Electric ...
90.85
+1.62% 996.67K +53.97% 51.69M 62.29 0.31% Share
79 LLY Eli Lilly and C...
736.10
+5.86% 61.44K +31.95% 50.74M 576.03 0.31% Share
80 MKC McCormick & Com...
70.35
-0.3% 547.37K -19.85% 45.05M 75.4 0.27% Share
81 JPM JPMorgan Chase ...
298.50
+1.22% 180.79K -34.5% 44.35M 120.84 0.27% Share
82 ZTS Zoetis Inc.
154.85
-0.22% 254.41K +152.85% 41.73M 166.57 0.25% Share
83 PG The Procter & G...
155.96
-0.12% 241.84K -19.27% 41.21M 124.77 0.25% Share
84 AMZN Amazon.com, Inc...
228.71
+0.34% 214.88K +128.36% 40.88M 159.72 0.25% Share
85 DIS The Walt Disney...
117.66
-0.05% 400.76K -22.55% 39.55M 100.73 0.24% Share
86 VRT Vertiv Holdings...
127.93
+2.33% 532.07K +6.95% 38.42M 25.89 0.23% Share
87 PGR The Progressive...
246.07
+0.81% 133.75K +100.59% 37.85M 223.28 0.23% Share
88 AAON AAON, Inc.
84.69
+1.34% 469.85K +100.00% 36.22M 78.13 0.22% Share
89 VCTR Victory Capital...
71.53
+0.42% 625K 0.00% 36.17M 10.04 0.22% Share
90 MRK Merck & Co., In...
85.00
-0.36% 399.28K -10.39% 35.84M 90.36 0.22% Share
91 GILD Gilead Sciences...
114.75
+0.53% 284.01K -25.37% 31.82M 84.28 0.19% Share
92 CSL Carlisle Compan...
392.83
+0.05% 86.75K -8.47% 29.54M 256.08 0.18% Share
93 LGND Ligand Pharmace...
159.76
+0.61% 280.21K 0.00% 29.46M 101.55 0.18% Share
94 AMT American Tower ...
207.44
-1.74% 130.98K +294.02% 28.5M 218.55 0.17% Share
95 PLD Prologis, Inc.
111.33
-0.26% 249.26K -22.77% 27.87M 100.45 0.17% Share
96 CME CME Group Inc.
271.61
+0.08% 102.64K -29.38% 27.23M 189.08 0.16% Share
97 SBUX Starbucks Corpo...
86.63
+0.96% 262.76K -15.96% 25.77M 88.65 0.16% Share
98 CVS CVS Health Corp...
71.56
+0.49% 379.11K -14.03% 25.68M 78.74 0.15% Share
99 BALL Ball Corporatio...
52.66
-0.66% 480.66K +4.85% 25.03M 67.5 0.15% Share
100 SWK Stanley Black &...
75.18
-1.69% 302.48K -29% 23.25M 80.96 0.14% Share
101 PANW Palo Alto Netwo...
184.23
-0.17% 134.05K -24.87% 22.87M 125.81 0.14% Share
102 CL Colgate-Palmoli...
84.14
+0.10% 239.85K +1.11K% 22.47M 92.31 0.14% Share
103 VTR Ventas, Inc.
67.59
-0.19% 310.29K -19.47% 21.34M 58.87 0.13% Share
104 DOLE Dole plc
14.49
-2.13% 1.43M -4.99% 20.61M 14.88 0.12% Share
105 ROIV Roivant Science...
11.84
+1.72% 2M 0.00% 20.18M 10.65 0.12% Share
106 MIDD The Middleby Co...
136.26
+0.10% 132.5K -22.19% 20.14M 137.71 0.12% Share
107 AVTR Avantor, Inc.
13.29
+0.57% 1.23M -31.54% 19.86M 21.34 0.12% Share
108 USFD US Foods Holdin...
77.76
+0.34% 300K 0.00% 19.64M 40.51 0.12% Share
109 ABT Abbott Laborato...
131.59
-0.21% 147.62K -63.1% 19.58M 103.74 0.12% Share
110 ULTA Ulta Beauty, In...
526.06
+0.32% 53.23K -48.35% 19.51M 450.29 0.12% Share
111 CFG Citizens Financ...
51.32
+1.24% 475.43K -28.79% 19.48M 35.98 0.12% Share
112 HHH Howard Hughes H...
74.98
-0.16% 262.7K +2.06% 19.46M 77.06 0.12% Share
113 AVGO Broadcom Inc.
298.01
+1.28% 108.97K +1.44% 18.24M 83.69 0.11% Share
114 CMG Chipotle Mexica...
42.52
-0.53% 357.08K +22.79% 17.93M 56.24 0.11% Share
115 SEE Sealed Air Corp...
32.13
-0.46% 574.2K +6.67% 16.59M 33.52 0.10% Share
116 COO The Cooper Comp...
73.66
+0.24% 198.25K -89.91% 16.54M 96.2 0.10% Share
117 UBER Uber Technologi...
96.56
+1.47% 203.12K +100.00% 14.8M 72.86 0.09% Share
118 CNHI CNH Industrial ...
11.45
-0.61% 1.2M -29.19% 14.75M 10.4 0.09% Share
119 INTU Intuit Inc.
659.24
+0.35% 23.86K +6.56% 14.65M 554.38 0.09% Share
120 IP International P...
48.78
-1.24% 259.21K +100.00% 13.83M 53.35 0.08% Share
121 BJ BJ's Wholesale ...
96.16
+0.88% 119.95K -11.11% 13.69M 62.78 0.08% Share
122 PLNT Planet Fitness,...
105.57
+0.67% 139.27K -2.67% 13.45M 74.34 0.08% Share
123 PCRX Pacira BioScien...
25.99
+2.48% 540.03K 0.00% 13.42M 35.84 0.08% Share
124 KEY KeyCorp
19.30
+1.50% 838.17K -28.09% 13.4M 14.55 0.08% Share
125 ESI Element Solutio...
25.66
-0.02% 591.95K -7.79% 13.38M 20.27 0.08% Share
126 EBC Eastern Banksha...
16.66
+0.66% 815.54K 0.00% 13.37M 17.94 0.08% Share
127 C Citigroup Inc.
95.71
+0.75% 181.01K -0.74% 12.85M 51.54 0.08% Share
128 EXTR Extreme Network...
21.17
+2.32% 955.18K +41.47% 12.64M 12.55 0.08% Share
129 ELV Elevance Health...
310.11
-1.24% 28.67K +12.01% 12.47M 368.81 0.08% Share
130 HCAT Health Catalyst...
3.50
+4.79% 2.75M 0.00% 12.46M 13.89 0.07% Share
131 NTCT NetScout System...
23.89
+3.24% 580K +1.75% 12.19M 19.64 0.07% Share
132 PBH Prestige Consum...
66.42
+1.16% 135K 0.00% 11.61M 53.59 0.07% Share
133 NFLX Netflix, Inc.
1226.09
+0.66% 12.26K -9.98% 11.43M 496.15 0.07% Share
134 AGCO AGCO Corporatio...
112.38
-2.37% 123.47K +11.05% 11.43M 86.48 0.07% Share
135 NBIX Neurocrine Bios...
136.84
+2.13% 100K -61.77% 11.06M 128.06 0.07% Share
136 WH Wyndham Hotels ...
87.68
+0.23% 120K -11.11% 10.86M 74 0.07% Share
137 JNJ Johnson & Johns...
176.50
-1.07% 65.02K -6.25% 10.78M 151.5 0.06% Share
138 SIBN SI-BONE, Inc.
16.42
+2.31% 766.76K 0.00% 10.76M 16.91 0.06% Share
139 MMSI Merit Medical S...
89.06
+1.02% 100K -16.67% 10.57M 98.83 0.06% Share
140 ACN Accenture plc
255.47
-0.23% 33.39K +3.26% 10.42M 265.47 0.06% Share
141 FERG Ferguson plc
233.92
+0.62% 64.61K -1.92% 10.35M 198.57 0.06% Share
142 EMR Emerson Electri...
133.39
+0.76% 94.21K -10.04% 10.33M 95.75 0.06% Share
143 EIX Edison Internat...
54.89
+0.72% 174.28K +25.65% 10.27M 66.47 0.06% Share
144 OTIS Otis Worldwide ...
87.64
+0.90% 96.83K -9.31% 9.99M 80.26 0.06% Share
145 HUBS HubSpot, Inc.
457.37
-2.25% 16.74K +220.22% 9.56M 553.49 0.06% Share
146 KO The Coca-Cola C...
68.73
-0.28% 132.45K -14.32% 9.49M 49.7 0.06% Share
147 CSCO Cisco Systems, ...
68.39
+1.86% 147.14K -11.3% 9.08M 50.96 0.05% Share
148 CIEN Ciena Corporati...
91.48
+0.82% 149.91K +14.95% 9.06M 49.32 0.05% Share
149 ONTO Onto Innovation...
108.94
+0.57% 74.06K -19.55% 8.99M 32.28 0.05% Share
150 SMPL The Simply Good...
28.74
-1.84% 258.62K 0.00% 8.92M 29.01 0.05% Share