Impax Asset Management Group plc
Institutional investor · Portfolio as of Q1 2026
Top Holdings287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LINDE PLC | 1.7M | $848.6M | 5.9% | $349.59 | +43.51% | 13 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 3.6M | $635M | 4.4% | $131.78 | +36.63% | 21 qtrssince 2021-Q1 | Increased 69 |
XYLEM INC | 4.6M | $548M | 3.8% | $109.89 | +15.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 363,789 | $535.6M | 3.7% | $92.17 | +59.55% | 14 qtrssince 2022-Q4 | Increased 86 |
MICROSOFT CORP | 1.2M | $440.1M | 3.1% | $221.52 | +82.35% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN WATER WORKS CO INC | 2.8M | $383.4M | 2.7% | $123.63 | +8.58% | 29 qtrssince 2019-Q1 | Increased 63 |
WASTE CONNECTIONS INC | 2.1M | $344M | 2.4% | $166.66 | -2.96% | 7 qtrssince 2024-Q3 | Increased 86 |
HUBBELL INC | 682,761 | $335.1M | 2.3% | $276.72 | +76.53% | 29 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC | 4.6M | $318.8M | 2.2% | $69.55 | -0.16% | 6 qtrssince 2024-Q4 | Increased 57 |
VERALTO CORP-W/I | 3.4M | $298.5M | 2.1% | $83.60 | +14.40% | 10 qtrssince 2023-Q4 | Increased 57 |
SMITH (A.O.) CORP | 4.3M | $282.1M | 2.0% | $60.88 | +7.06% | 21 qtrssince 2021-Q1 | Decreased 0 |
VERTIV HOLDINGS CO-A | 1.1M | $271.7M | 1.9% | $102.42 | +138.66% | 25 qtrssince 2020-Q1 | Decreased 0 |
ADVANCED DRAINAGE SYSTEMS IN | 1.9M | $264.3M | 1.8% | $73.07 | +121.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
CINTAS CORP | 1.5M | $254.3M | 1.8% | $179.82 | +12.08% | 19 qtrssince 2021-Q3 | Increased 54 |
EBAY INC | 2.7M | $247.2M | 1.7% | $68.88 | +30.12% | 7 qtrssince 2024-Q3 | Decreased 0 |
MARVELL TECHNOLOGY INC | 2.3M | $229.2M | 1.6% | $62.66 | +23.69% | 12 qtrssince 2023-Q2 | Decreased 0 |
ECOLAB INC | 859,293 | $228.6M | 1.6% | $214.24 | +39.31% | 29 qtrssince 2019-Q1 | Increased 57 |
AGILENT TECHNOLOGIES INC | 1.8M | $210.2M | 1.5% | $103.56 | +9.85% | 29 qtrssince 2019-Q1 | Decreased 0 |
CIA SANEAMENTO BASICO DE-ADR | 6.7M | $205.7M | 1.4% | $1.61 | +279.49% | 16 qtrssince 2022-Q2 | Decreased 0 |
ITRON INC | 2.2M | $196.6M | 1.4% | $114.87 | -18.22% | 4 qtrssince 2025-Q2 | Increased 70 |
Impax Asset Management Group plc manages $14.3B across 287 positions as of Q1 2026. Top holdings: LIN (5.9%), NVDA (4.4%), XYL (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 29 new positions, 21 exits, 110 increased. Top move: KLAC (INCREASED, conviction 86). Portfolio: $14.3B across 287 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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