Impax Global Environmental Markets Fund
Impax Global Environmental Markets Fund reported 49 holdings worth US$1.76B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 19, 2026
Impax Global Environmental Markets Fund reported 49 holdings worth US$1.76B as of Jun 30, 2026. Largest: Nvidia Corporation, Kla Corporation and Microsoft Corp. Filed Aug 19, 2026 (Form N-PORT).
- Holdings
- 49
- Value as reported
- US$1.76B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 487K | US$97.4M | 5.5% |
| Kla Corporation | 281K | US$84.8M | 4.8% |
| Microsoft Corp. | 204K | US$76.2M | 4.3% |
| Waste Connections, Inc. | 451K | US$75.1M | 4.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 877K | US$69.2M | 3.9% |
| Amphenol Corporation | 390K | US$68.8M | 3.9% |
| Asml Holding Nv | 31,573 | US$62.5M | 3.6% |
| Linde Plc | 117K | US$60.9M | 3.5% |
| Schneider Electric Se | 170K | US$55.6M | 3.2% |
| Veolia Environnement Sa | 1.32M | US$55.1M | 3.1% |
| Air Liquide Sa | 271K | US$53.7M | 3.1% |
| Agilent Technologies, Inc. | 391K | US$51.9M | 3.0% |
| Keyence Corporation | 88,800 | US$44.9M | 2.6% |
| Kerry Group Plc | 485K | US$44.5M | 2.5% |
| Sk Hynix Inc. | 24,983 | US$44.1M | 2.5% |
| Union Pacific Corporation | 151K | US$41M | 2.3% |
| Synopsys, Inc. | 85,343 | US$38.1M | 2.2% |
| Deere & Company | 56,091 | US$35.6M | 2.0% |
| Aptiv Plc | 579K | US$35.6M | 2.0% |
| Siemens Energy Ag | 181K | US$34.4M | 2.0% |
| Renaissancere Holdings Ltd. | 108K | US$34.3M | 2.0% |
| Marvell Technology, Inc. | 113K | US$33.6M | 1.9% |
| Veralto Corp | 374K | US$33.2M | 1.9% |
| Sunbelt Rentals Holdings, Inc. | 454K | US$33.1M | 1.9% |
| Prysmian S.p.a. | 192K | US$32.3M | 1.8% |
| Cintas Corporation | 188K | US$32M | 1.8% |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 5.49M | US$31.8M | 1.8% |
| Hubbell Inc | 58,710 | US$30.7M | 1.7% |
| Infineon Technologies Ag | 308K | US$29M | 1.7% |
| Spirax Group Plc. | 315K | US$28.6M | 1.6% |
| Itron, Inc. | 326K | US$28.2M | 1.6% |
| Nextera Energy, Inc. | 319K | US$28M | 1.6% |
| Iberdrola Sa | 1.06M | US$26.4M | 1.5% |
| Xylem Inc. | 220K | US$26M | 1.5% |
| Hoya Corporation | 154K | US$24.9M | 1.4% |
| Sika Ag | 116K | US$24M | 1.4% |
| Westinghouse Air Brake Technologies Corporation | 85,179 | US$23M | 1.3% |
| Te Connectivity Plc | 107K | US$21.5M | 1.2% |
| Autodesk, Inc. | 107K | US$20.8M | 1.2% |
| Qxo, Inc. | 1.18M | US$20.4M | 1.2% |
| Ferguson Enterprises Inc. | 83,938 | US$20M | 1.1% |
| Trane Technologies Plc | 35,269 | US$17.3M | 0.99% |
| A.o. Smith Corporation | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Ebay Inc. | 0 | US$0 | 0.00% |
| Mediatek Inc | 0 | US$0 | 0.00% |
| Aaon, Inc. | 0 | US$0 | 0.00% |
| Gea Group Aktiengesellschaft | 0 | US$0 | 0.00% |
| Waters Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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