Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2021
Top Holdings404 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMERICAN WATER WORKS CO INC | 5.6M | $858.8M | 3.8% | $114.38 | +20.57% | 10 qtrssince 2019-Q1 | Increased 61 |
| 2.8M | $809.9M | 3.6% | $219.74 | +24.29% | 10 qtrssince 2019-Q1 | Increased 65 | |
XYLEM INC | 6.1M | $736.6M | 3.2% | $75.03 | +50.72% | 10 qtrssince 2019-Q1 | Decreased 0 |
TRIMBLE INC | 8.7M | $707.6M | 3.1% | $43.09 | +92.00% | 10 qtrssince 2019-Q1 | Increased 61 |
ECOLAB INC | 3.2M | $658.3M | 2.9% | $184.60 | +7.21% | 10 qtrssince 2019-Q1 | Increased 66 |
IDEX CORP | 3M | $653.3M | 2.9% | $157.13 | +32.18% | 10 qtrssince 2019-Q1 | Increased 58 |
PENTAIR PLC | 9.6M | $645.7M | 2.8% | $38.35 | +64.22% | 10 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 4.1M | $599.1M | 2.6% | $85.59 | +68.30% | 10 qtrssince 2019-Q1 | Increased 55 |
APTIV PLC | 3.3M | $518.7M | 2.3% | $94.60 | +67.34% | 10 qtrssince 2019-Q1 | Increased 61 |
PTC INC | 3.5M | $487.2M | 2.1% | $94.75 | +49.61% | 10 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 1.8M | $484M | 2.1% | $177.43 | +47.45% | 10 qtrssince 2019-Q1 | Increased 59 |
EQUINIX INC | 601,696 | $482.9M | 2.1% | $590.10 | +24.52% | 10 qtrssince 2019-Q1 | Decreased 0 |
VERISK ANALYTICS INC | 2.5M | $441M | 1.9% | $171.78 | -1.38% | 5 qtrssince 2020-Q2 | Increased 58 |
HUBBELL INC | 2M | $367.4M | 1.6% | $136.24 | +26.42% | 10 qtrssince 2019-Q1 | Increased 59 |
WASTE MANAGEMENT INC | 2.6M | $366.7M | 1.6% | $104.07 | +24.97% | 10 qtrssince 2019-Q1 | Increased 50 |
TE CONNECTIVITY LTD | 2.6M | $348.2M | 1.5% | $92.41 | +36.35% | 10 qtrssince 2019-Q1 | Increased 56 |
DANAHER CORP | 1.3M | $340.3M | 1.5% | $120.82 | +94.78% | 10 qtrssince 2019-Q1 | Increased 52 |
ADVANCED DRAINAGE SYSTEMS IN | 2.7M | $314.2M | 1.4% | $27.07 | +322.31% | 10 qtrssince 2019-Q1 | Increased 50 |
WATTS WATER TECHNOLOGIES-A | 2.1M | $312.3M | 1.4% | $89.30 | +56.34% | 10 qtrssince 2019-Q1 | Increased 50 |
IQVIA HOLDINGS INC | 1.3M | $303.8M | 1.3% | $157.87 | +54.62% | 10 qtrssince 2019-Q1 | Decreased 0 |
Impax Asset Management Group plc manages $22.7B across 404 positions as of Q2 2021. Top holdings: AWK (3.8%), LIN (3.6%), XYL (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 17 new positions, 14 exits, 139 increased. Top move: ECL (INCREASED, conviction 66). Portfolio: $22.7B across 404 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