Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2020
Top Holdings277 positions
American Water Works Co Inc | 2.9M | $373.6M | 3.8% | $95.86 | +18.37% | 6 qtrssince 2019-Q1 | Increased 68 |
Xylem Inc/NY | 5.5M | $356M | 3.7% | $70.04 | -13.98% | 6 qtrssince 2019-Q1 | Increased 68 |
Trimble Inc | 8.1M | $349.7M | 3.6% | $38.93 | +10.94% | 6 qtrssince 2019-Q1 | Decreased 0 |
Pentair PLC | 8.4M | $319.9M | 3.3% | $36.11 | -3.25% | 6 qtrssince 2019-Q1 | Increased 57 |
IDEX Corp | 2M | $317.3M | 3.3% | $139.02 | +4.86% | 6 qtrssince 2019-Q1 | Increased 60 |
Ecolab Inc | 1.5M | $295.6M | 3.0% | $165.82 | +12.18% | 6 qtrssince 2019-Q1 | Increased 64 |
Agilent Technologies Inc | 3.1M | $272.5M | 2.8% | $75.34 | +12.50% | 6 qtrssince 2019-Q1 | Increased 53 |
| 1.2M | $260.4M | 2.7% | $172.29 | +13.60% | 6 qtrssince 2019-Q1 | Increased 69 | |
Danaher Corp | 1.3M | $229.1M | 2.4% | $113.28 | +34.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
PTC Inc | 2.6M | $200.9M | 2.1% | $83.69 | -7.05% | 6 qtrssince 2019-Q1 | Increased 54 |
Microsoft Corp | 876,075 | $178.3M | 1.8% | $127.16 | +51.84% | 6 qtrssince 2019-Q1 | Increased 52 |
Delphi Automotive PLC | 2.2M | $168.9M | 1.7% | $76.78 | -1.44% | 6 qtrssince 2019-Q1 | Increased 56 |
Equinix Inc | 234,772 | $164.9M | 1.7% | $528.98 | +17.46% | 6 qtrssince 2019-Q1 | Increased 57 |
Advanced Drainage Systems Inc | 3.1M | $155M | 1.6% | $25.18 | +90.59% | 6 qtrssince 2019-Q1 | Increased 50 |
Rayonier Inc | 6.2M | $152.7M | 1.6% | $19.59 | -11.64% | 6 qtrssince 2019-Q1 | Increased 55 |
Autodesk Inc | 633,483 | $151.5M | 1.6% | $154.53 | +54.78% | 6 qtrssince 2019-Q1 | Decreased 0 |
ITRON INC | 2.2M | $146.6M | 1.5% | $47.81 | +38.57% | 6 qtrssince 2019-Q1 | Increased 48 |
Waste Management Inc | 1.4M | $146.5M | 1.5% | $94.91 | -0.10% | 6 qtrssince 2019-Q1 | Increased 58 |
Darling Ingredients Inc | 5.9M | $144.3M | 1.5% | $23.73 | +3.76% | 6 qtrssince 2019-Q1 | Increased 55 |
Franklin Electric Co Inc | 2.7M | $143.8M | 1.5% | $47.19 | +4.59% | 6 qtrssince 2019-Q1 | Increased 48 |
Impax Asset Management Group plc manages $9.7B across 277 positions as of Q2 2020. Top holdings: AWK (3.8%), XYL (3.7%), TRMB (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 22 new positions, 18 exits, 164 increased. Top move: LIN (INCREASED, conviction 69). Portfolio: $9.7B across 277 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
Verify source filings on SEC EDGAR