Impax Asset Management Group plc
Institutional investor · Portfolio as of Q1 2025
Top Holdings295 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LINDE PLC | 1.8M | $834.3M | 5.0% | $342.45 | +32.73% | 9 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $691.7M | 4.2% | $215.79 | +74.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 4.8M | $576.2M | 3.5% | $107.47 | +10.17% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 4.2M | $456.4M | 2.7% | $122.13 | -10.22% | 17 qtrssince 2021-Q1 | Decreased 0 |
PENTAIR PLC | 5M | $433.8M | 2.6% | $43.00 | +99.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
VERALTO CORP-W/I | 3.9M | $381.7M | 2.3% | $81.86 | +16.78% | 6 qtrssince 2023-Q4 | Decreased 0 |
IDEX CORP | 2M | $363.2M | 2.2% | $168.98 | +5.41% | 25 qtrssince 2019-Q1 | Increased 59 |
WASTE MANAGEMENT INC | 1.5M | $349.7M | 2.1% | $124.58 | +80.94% | 25 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 2.9M | $343M | 2.1% | $103.15 | +12.03% | 25 qtrssince 2019-Q1 | Increased 55 |
AMERICAN WATER WORKS CO INC | 2.3M | $340.7M | 2.1% | $119.38 | +18.89% | 25 qtrssince 2019-Q1 | Decreased 0 |
SMITH (A.O.) CORP | 5.2M | $339.1M | 2.0% | $60.51 | +4.62% | 17 qtrssince 2021-Q1 | Increased 78 |
ADVANCED DRAINAGE SYSTEMS IN | 2.9M | $314.7M | 1.9% | $71.03 | +51.73% | 25 qtrssince 2019-Q1 | Increased 56 |
HUBBELL INC | 919,156 | $303.4M | 1.8% | $264.58 | +24.28% | 25 qtrssince 2019-Q1 | Decreased 0 |
TE CONNECTIVITY PLC | 1.9M | $273.8M | 1.6% | $148.76 | -5.21% | 3 qtrssince 2024-Q3 | Decreased 0 |
KLA CORP | 389,834 | $264.3M | 1.6% | $53.08 | +26.94% | 10 qtrssince 2022-Q4 | Increased 68 |
RENAISSANCERE HOLDINGS LTD | 1.1M | $262.5M | 1.6% | $241.38 | +0.09% | 5 qtrssince 2024-Q1 | Decreased 0 |
EBAY INC | 3.5M | $239M | 1.4% | $66.30 | +0.23% | 3 qtrssince 2024-Q3 | Increased 78 |
APPLIED MATERIALS INC | 1.6M | $230.9M | 1.4% | $119.12 | +20.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
MARVELL TECHNOLOGY INC | 3.7M | $227M | 1.4% | $61.38 | +0.73% | 8 qtrssince 2023-Q2 | Increased 78 |
METTLER-TOLEDO INTERNATIONAL | 191,467 | $226.1M | 1.4% | $1,045.16 | +12.62% | 23 qtrssince 2019-Q3 | Decreased 0 |
Impax Asset Management Group plc manages $16.6B across 295 positions as of Q1 2025. Top holdings: LIN (5.0%), MSFT (4.2%), XYL (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 19 new positions, 36 exits, 112 increased. Top move: AOS (INCREASED, conviction 78). Portfolio: $16.6B across 295 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