Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2026
Top Holdings284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
KLA CORP | 2.5M | $749M | 4.9% | $271.00 | -32.17% | 15 qtrssince 2022-Q4 | Increased 94 |
NVIDIA CORP | 3.7M | $744.9M | 4.8% | $133.28 | +57.31% | 22 qtrssince 2021-Q1 | Increased 59 |
LINDE PLC | 1.4M | $736.6M | 4.8% | $349.59 | +40.26% | 14 qtrssince 2023-Q1 | Decreased 0 |
XYLEM INC | 4.5M | $528.3M | 3.4% | $109.89 | +3.21% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $503.8M | 3.3% | $237.92 | +108.63% | 30 qtrssince 2019-Q1 | Increased 65 |
AMERICAN WATER WORKS CO INC | 3.6M | $471.5M | 3.1% | $125.14 | +9.87% | 30 qtrssince 2019-Q1 | Increased 71 |
VERALTO CORP-W/I | 5.2M | $459.9M | 3.0% | $85.38 | +15.59% | 11 qtrssince 2023-Q4 | Increased 75 |
CINTAS CORP | 2.4M | $410.5M | 2.7% | $173.90 | +18.33% | 20 qtrssince 2021-Q3 | Increased 77 |
WASTE CONNECTIONS INC | 2M | $329.9M | 2.1% | $166.66 | +0.29% | 8 qtrssince 2024-Q3 | Decreased 0 |
CIA SANEAMENTO BASICO DE-ADR | 52.3M | $302.4M | 2.0% | $5.24 | -7.49% | 17 qtrssince 2022-Q2 | Increased 79 |
ADVANCED DRAINAGE SYSTEMS IN | 1.8M | $289.7M | 1.9% | $73.07 | +93.59% | 30 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 988,389 | $275.4M | 1.8% | $222.65 | +30.52% | 30 qtrssince 2019-Q1 | Increased 56 |
HUBBELL INC | 486,855 | $254.7M | 1.7% | $276.72 | +70.74% | 30 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC | 4.1M | $250.9M | 1.6% | $69.55 | -33.47% | 7 qtrssince 2024-Q4 | Decreased 0 |
VERTIV HOLDINGS CO-A | 729,503 | $244.3M | 1.6% | $102.42 | +157.57% | 26 qtrssince 2020-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 1.7M | $222.5M | 1.4% | $103.56 | +49.75% | 30 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 962,000 | $218.3M | 1.4% | $169.82 | +38.32% | 30 qtrssince 2019-Q1 | Increased 49 |
WATTS WATER TECHNOLOGIES-A | 543,412 | $212.7M | 1.4% | $92.83 | +307.36% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMPHENOL CORP-CL A | 1.2M | $210.8M | 1.4% | $144.24 | +11.85% | 6 qtrssince 2025-Q1 | Increased 78 |
CORE & MAIN INC-CLASS A | 4.2M | $202.8M | 1.3% | $46.56 | -6.85% | 14 qtrssince 2023-Q1 | Increased 66 |
Impax Asset Management Group plc manages $15.4B across 284 positions as of Q2 2026. Top holdings: KLAC (4.9%), NVDA (4.8%), LIN (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 9 new positions, 12 exits, 127 increased. Top move: KLAC (INCREASED, conviction 94). Portfolio: $15.4B across 284 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR