Impax Asset Management Group plc
Institutional investor · Portfolio as of Q1 2021
Top Holdings401 positions
AMERICAN WTR WKS CO INC NEW | 5.4M | $803.1M | 4.1% | $113.43 | +17.79% | 9 qtrssince 2019-Q1 | Increased 77 |
| 2.5M | $707.4M | 3.6% | $213.89 | +22.38% | 9 qtrssince 2019-Q1 | Increased 77 | |
XYLEM INC | 6.3M | $657.2M | 3.4% | $74.36 | +32.34% | 9 qtrssince 2019-Q1 | Increased 65 |
TRIMBLE INC | 8.3M | $641.1M | 3.3% | $41.33 | +88.22% | 9 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 9.7M | $604.5M | 3.1% | $38.35 | +51.17% | 9 qtrssince 2019-Q1 | Increased 61 |
IDEX CORP | 2.8M | $577.8M | 3.0% | $152.29 | +27.82% | 9 qtrssince 2019-Q1 | Increased 60 |
ECOLAB INC | 2.6M | $552.1M | 2.8% | $180.17 | +11.84% | 9 qtrssince 2019-Q1 | Increased 64 |
AGILENT TECHNOLOGIES INC | 4M | $508M | 2.6% | $84.78 | +44.32% | 9 qtrssince 2019-Q1 | Increased 61 |
PTC INC | 3.1M | $427.6M | 2.2% | $90.35 | +52.36% | 9 qtrssince 2019-Q1 | Increased 59 |
EQUINIX INC | 609,730 | $414.4M | 2.1% | $590.10 | +4.31% | 9 qtrssince 2019-Q1 | Increased 74 |
APTIV PLC | 2.9M | $402.5M | 2.1% | $86.35 | +58.99% | 9 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 1.6M | $383.8M | 2.0% | $169.23 | +33.15% | 9 qtrssince 2019-Q1 | Increased 63 |
VERISK ANALYTICS INC | 2.1M | $377.2M | 1.9% | $173.08 | -1.74% | 4 qtrssince 2020-Q2 | Increased 78 |
WASTE MGMT INC DEL | 2.6M | $331.1M | 1.7% | $103.55 | +15.94% | 9 qtrssince 2019-Q1 | Increased 61 |
HUBBELL INC | 1.6M | $301.4M | 1.5% | $128.35 | +35.23% | 9 qtrssince 2019-Q1 | Increased 56 |
TE CONNECTIVITY LTD | 2.2M | $288.3M | 1.5% | $87.25 | +35.68% | 9 qtrssince 2019-Q1 | Increased 58 |
RAYONIER INC | 9M | $287.4M | 1.5% | $20.02 | +15.50% | 9 qtrssince 2019-Q1 | Increased 53 |
ADVANCED DRAIN SYS INC DEL | 2.6M | $272.8M | 1.4% | $25.18 | +300.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.2M | $270.2M | 1.4% | $113.71 | +70.81% | 9 qtrssince 2019-Q1 | Increased 49 |
AUTODESK INC | 924,163 | $256.1M | 1.3% | $195.12 | +42.04% | 9 qtrssince 2019-Q1 | Increased 58 |
Impax Asset Management Group plc manages $19.5B across 401 positions as of Q1 2021. Top holdings: AWK (4.1%), LIN (3.6%), XYL (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 117 new positions, 8 exits, 213 increased. Top move: VRSK (INCREASED, conviction 78). Portfolio: $19.5B across 401 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR