Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2023
Top Holdings388 positions
LINDE PLC | 3M | $1.1B | 4.6% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 3.1M | $1B | 4.2% | $210.40 | +57.81% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN WTR WKS CO INC NEW | 5.5M | $783.8M | 3.1% | $120.22 | +9.82% | 18 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 10.9M | $705.4M | 2.8% | $42.63 | +45.83% | 18 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC | 6.1M | $625.6M | 2.5% | $104.50 | -3.45% | 18 qtrssince 2019-Q1 | Increased 64 |
CINTAS CORP | 1.2M | $583.5M | 2.3% | $103.82 | +16.27% | 8 qtrssince 2021-Q3 | Decreased 0 |
TRIMBLE INC | 10.6M | $561M | 2.3% | $49.10 | +7.82% | 18 qtrssince 2019-Q1 | Increased 55 |
TE CONNECTIVITY LTD | 3.6M | $509.8M | 2.0% | $103.01 | +29.30% | 18 qtrssince 2019-Q1 | Increased 62 |
MASTERCARD INC | 1.2M | $458.2M | 1.8% | $327.33 | +17.86% | 18 qtrssince 2019-Q1 | Increased 52 |
IDEX CORP | 2.1M | $453.7M | 1.8% | $164.81 | +24.54% | 18 qtrssince 2019-Q1 | Increased 52 |
UNITED RENTALS INC | 985,991 | $438.7M | 1.8% | $341.13 | +26.64% | 10 qtrssince 2021-Q1 | Increased 53 |
EQUINIX INC | 533,252 | $417.5M | 1.7% | $611.92 | +20.43% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 2.8M | $411.3M | 1.7% | $113.43 | +24.34% | 18 qtrssince 2019-Q1 | Increased 52 |
WASTE MGMT INC DEL | 2.4M | $408.3M | 1.6% | $118.72 | +37.58% | 18 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED DRAIN SYS INC DEL | 3.5M | $395.9M | 1.6% | $48.64 | +130.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD | 5.6M | $387.7M | 1.6% | $29.79 | +13.03% | 18 qtrssince 2019-Q1 | Increased 55 |
IQVIA HLDGS INC | 1.7M | $376.7M | 1.5% | $178.13 | +24.30% | 18 qtrssince 2019-Q1 | Decreased 0 |
REPUBLIC SVCS INC | 2.4M | $360.5M | 1.4% | $124.61 | +18.37% | 18 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 679,604 | $353.8M | 1.4% | $443.92 | +16.32% | 18 qtrssince 2019-Q1 | Increased 54 |
CADENCE DESIGN SYSTEM INC | 1.5M | $352.4M | 1.4% | $122.82 | +90.95% | 18 qtrssince 2019-Q1 | Decreased 0 |
Impax Asset Management Group plc manages $24.9B across 388 positions as of Q2 2023. Top holdings: LIN (4.6%), MSFT (4.2%), AWK (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 12 new positions, 15 exits, 141 increased. Top move: APTV (INCREASED, conviction 64). Portfolio: $24.9B across 388 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
Verify source filings on SEC EDGAR