Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2019
Top Holdings273 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
XYLEM INC | 4.2M | $352.4M | 4.6% | $72.92 | +6.16% | 2 qtrssince 2019-Q1 | Decreased 0 |
TRIMBLE INC | 5.9M | $265.8M | 3.5% | $40.40 | +11.66% | 2 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 7M | $259.1M | 3.4% | $38.13 | -12.04% | 2 qtrssince 2019-Q1 | Increased 75 |
AMERICAN WATER WORKS CO INC | 2.2M | $254.4M | 3.3% | $89.98 | +11.79% | 2 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 3.2M | $236.5M | 3.1% | $74.98 | -5.54% | 2 qtrssince 2019-Q1 | Increased 70 |
DANAHER CORP | 1.6M | $235.4M | 3.1% | $113.63 | +8.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1.4M | $234.2M | 3.0% | $139.35 | +13.67% | 2 qtrssince 2019-Q1 | Increased 57 |
ECOLAB INC | 1.1M | $208.9M | 2.7% | $164.40 | +12.10% | 2 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 1.9M | $180.4M | 2.3% | $76.44 | +15.62% | 2 qtrssince 2019-Q1 | Decreased 0 |
SMITH (A.O.) CORP | 3.8M | $180.1M | 2.3% | $46.30 | -11.20% | 2 qtrssince 2019-Q1 | Decreased 0 |
PTC INC | 1.7M | $149.5M | 1.9% | $91.93 | -2.36% | 2 qtrssince 2019-Q1 | Increased 53 |
ITRON INC | 2.3M | $146.2M | 1.9% | $46.65 | +34.13% | 2 qtrssince 2019-Q1 | Decreased 0 |
| 723,369 | $145.3M | 1.9% | $162.00 | +12.74% | 2 qtrssince 2019-Q1 | Increased 54 | |
WELBILT INC | 8.5M | $142.4M | 1.9% | — | — | 2 qtrssince 2019-Q1 | Increased 51 |
FRANKLIN ELEC INC | 2.9M | $136.5M | 1.8% | $47.03 | -6.17% | 2 qtrssince 2019-Q1 | Increased 52 |
WASTE MANAGEMENT INC | 1.1M | $132.3M | 1.7% | $93.69 | +10.71% | 2 qtrssince 2019-Q1 | Increased 51 |
| 4.3M | $129.6M | 1.7% | — | — | 2 qtrssince 2019-Q1 | Increased 50 | |
TE CONNECTIVITY LTD | 1.3M | $126.9M | 1.6% | $72.56 | +18.46% | 2 qtrssince 2019-Q1 | Increased 49 |
| 977,440 | $123.8M | 1.6% | — | — | 2 qtrssince 2019-Q1 | Increased 49 | |
ADVANCED DRAINAGE SYSTEMS IN | 3.6M | $117.7M | 1.5% | $23.97 | +32.17% | 2 qtrssince 2019-Q1 | Decreased 0 |
Impax Asset Management Group plc manages $7.7B across 273 positions as of Q2 2019. Top holdings: XYL (4.6%), TRMB (3.5%), PNR (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 23 new positions, 37 exits, 153 increased. Top move: PNR (INCREASED, conviction 75). Portfolio: $7.7B across 273 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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