Impax Asset Management Group plc

Impax Asset Management Group plc reported 284 holdings worth US$15.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Impax Asset Management Group plc reported 284 holdings worth US$15.4B as of Jun 30, 2026. Largest: Kla Corporation, Nvidia Corporation and Xylem Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
284
Value as reported
US$15.4B

The filing in full

CompanySharesValue as reported% of portfolio
Kla Corporation2.48MUS$749M4.9%
Nvidia Corporation3.72MUS$745M4.8%
Xylem Inc.4.47MUS$528M3.4%
Microsoft Corp.1.35MUS$504M3.3%
American Water Works Company, Inc.3.58MUS$472M3.1%
Veralto Corp5.19MUS$460M3.0%
Cintas Corporation2.41MUS$410M2.7%
Waste Connections, Inc.1.98MUS$330M2.1%
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp52.3MUS$302M2.0%
Advanced Drainage Systems, Inc.1.85MUS$290M1.9%
Ecolab Inc.988KUS$275M1.8%
Hubbell Inc487KUS$255M1.7%
Vertiv Holdings, Llc730KUS$244M1.6%
Agilent Technologies, Inc.1.67MUS$222M1.4%
Idex Corporation962KUS$218M1.4%
Watts Water Technologies, Inc.543KUS$213M1.4%
Amphenol Corporation1.2MUS$211M1.4%
Core & Main, Inc.4.2MUS$203M1.3%
Marvell Technology, Inc.660KUS$197M1.3%
Renaissancere Holdings Ltd.615KUS$195M1.3%
A.o. Smith Corporation2.81MUS$176M1.1%
Applied Materials, Inc.243KUS$176M1.1%
Itron, Inc.1.93MUS$167M1.1%
Masco Corporation2.03MUS$165M1.1%
Mastercard Incorporated318KUS$163M1.1%
Cadence Design Systems, Inc.427KUS$160M1.0%
Westinghouse Air Brake Technologies Corporation559KUS$151M0.98%
Aecom2.13MUS$149M0.97%
Synopsys, Inc.333KUS$149M0.97%
Deere & Company230KUS$146M0.95%
Badger Meter, Inc.946KUS$140M0.91%
Zurn Elkay Water Solutions Corporation2.63MUS$133M0.87%
Valmont Industries, Inc.226KUS$131M0.85%
Franklin Electric Co., Inc.1.18MUS$126M0.82%
Union Pacific Corporation455KUS$124M0.81%
Pinnacle Financial Partners, Inc.1.14MUS$115M0.75%
Tetra Tech, Inc.3.93MUS$114M0.74%
Apple Inc363KUS$105M0.68%
Nextera Energy, Inc.1.18MUS$103M0.67%
Qxo, Inc.5.86MUS$101M0.66%
Autodesk, Inc.501KUS$97.3M0.63%
Siteone Landscape Supply, Inc.836KUS$95.7M0.62%
Littelfuse, Inc.197KUS$89.8M0.58%
Monolithic Power Systems, Inc.63,427US$87.7M0.57%
Alphabet Inc (google) Class C242KUS$86.5M0.56%
Citizens Financial Group, Inc.1.11MUS$77.5M0.50%
Mueller Water Products2.97MUS$76.6M0.50%
Generac Holdings Inc.257KUS$75.1M0.49%
Carrier Global Corporation918KUS$67.4M0.44%
Trex Company, Inc.1.3MUS$65.3M0.42%
Nextpower Inc.504KUS$60.1M0.39%
Thermo Fisher Scientific Inc118KUS$59.4M0.39%
Intuitive Surgical, Inc.143KUS$57M0.37%
Marsh340KUS$56.6M0.37%
Ormat Technologies, Inc.513KUS$55.9M0.36%
Ebay Inc.492KUS$55M0.36%
Amazon.com, Inc.230KUS$54.8M0.36%
Repligen Corporation397KUS$54.1M0.35%
Broadcom Inc.142KUS$53.8M0.35%
Trimble Inc.983KUS$50.3M0.33%
Bentley Systems, Incorporated1.66MUS$49.5M0.32%
Boston Scientific Corporation1.16MUS$49.5M0.32%
Servicenow, Inc.472KUS$46.9M0.30%
Progressive Corporation (the)205KUS$44.7M0.29%
Mettler-toledo International, Inc.34,937US$44.6M0.29%
Victory Capital Holdings, Inc. Class A Common Stock525KUS$44.1M0.29%
Aaon, Inc.343KUS$43.5M0.28%
Tyler Technologies, Inc.143KUS$41.9M0.27%
Ligand Pharmaceuticals Incorporated130KUS$41.1M0.27%
Eli Lilly And Company32,437US$38.9M0.25%
United Rentals, Inc.31,672US$35.9M0.23%
Micron Technology, Inc.30,269US$34.9M0.23%
Mercadolibre, Inc.20,199US$34.3M0.22%
Johnson & Johnson134KUS$34.1M0.22%
Ptc Inc.293KUS$33.3M0.22%
Hdfc Bank Limited1.22MUS$31.6M0.21%
Lam Research Corporation66,443US$28.8M0.19%
Eastern Bankshares, Inc.1.27MUS$28.4M0.18%
Gilead Sciences, Inc.224KUS$28.3M0.18%
Advanced Micro Devices Inc47,448US$27.6M0.18%
Mitek Systems, Inc.1.36MUS$27.3M0.18%
Intel Corporation194KUS$27.1M0.18%
Neurocrine Biosciences, Inc.160KUS$27M0.18%
Merck & Company, Inc.204KUS$26.2M0.17%
Waste Management, Inc.115KUS$25.7M0.17%
Acadian Asset Management Inc.350KUS$25M0.16%
Abbott Laboratories272KUS$24.7M0.16%
Oracle Corporation165KUS$24.2M0.16%
Citigroup, Inc.173KUS$24.2M0.16%
Teradata Corporation685KUS$23.7M0.15%
Si-bone, Inc.1.43MUS$23.3M0.15%
Visa Inc.65,587US$22.5M0.15%
Ge Vernova Inc.19,144US$22.5M0.15%
Onto Innovation Inc.59,057US$22.4M0.15%
Qualcomm Incorporated116KUS$21.5M0.14%
Darling Ingredients Inc.388KUS$21.2M0.14%
Voya Financial, Inc.227KUS$20.6M0.13%
Edison International275KUS$20.5M0.13%
Netscout Systems, Inc.470KUS$20.5M0.13%
Enpro Inc.53,800US$20.3M0.13%

Every holding of Impax Asset Management Group plc

Source

View original at SEC

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