Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2024
Top Holdings315 positions
Microsoft Corp. | 2.8M | $1.2B | 5.0% | $214.01 | +105.22% | 22 qtrssince 2019-Q1 | Decreased 0 |
Linde PLC | 2.3M | $1B | 4.1% | $339.28 | +26.86% | 6 qtrssince 2023-Q1 | Decreased 0 |
AMERICAN WTR WKS CO INC NEW | 6.9M | $890.4M | 3.6% | $119.38 | +2.31% | 22 qtrssince 2019-Q1 | Increased 61 |
PENTAIR PLC | 8.9M | $679.9M | 2.8% | $43.00 | +73.84% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 2.6M | $606.3M | 2.5% | $118.04 | +96.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 4.9M | $599.9M | 2.4% | $110.41 | +11.58% | 14 qtrssince 2021-Q1 | Increased 87 |
Cintas Corporation | 780,922 | $546M | 2.2% | $103.82 | +65.35% | 12 qtrssince 2021-Q3 | Decreased 0 |
TE CONNECTIVITY LTD | 3.5M | $523.6M | 2.1% | $103.83 | +106.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 1.1M | $466.5M | 1.9% | $328.93 | +32.33% | 22 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC | 6.2M | $437.9M | 1.8% | $102.98 | -31.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
VERALTO CORP COM SHS | 4.4M | $419.3M | 1.7% | $81.86 | +15.88% | 3 qtrssince 2023-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 719,071 | $396.7M | 1.6% | $454.59 | +20.72% | 22 qtrssince 2019-Q1 | Increased 50 |
IDEX CORP | 2M | $394.5M | 1.6% | $166.49 | +16.65% | 22 qtrssince 2019-Q1 | Decreased 0 |
United Rentals, Inc. | 588,343 | $379.9M | 1.5% | $341.13 | +85.99% | 14 qtrssince 2021-Q1 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 1.7M | $360.8M | 1.5% | $183.68 | +9.68% | 3 qtrssince 2023-Q4 | Increased 56 |
Boston Scientific Corporation | 4.7M | $357.6M | 1.5% | $40.95 | +88.08% | 9 qtrssince 2022-Q2 | Increased 51 |
Cadence Design Systems, Inc. | 1.1M | $349.2M | 1.4% | $129.93 | +136.85% | 22 qtrssince 2019-Q1 | Increased 51 |
WASTE MGMT INC DEL | 1.6M | $345.3M | 1.4% | $118.72 | +75.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
IQVIA Holdings Inc. | 1.6M | $345M | 1.4% | $184.81 | +14.41% | 22 qtrssince 2019-Q1 | Increased 58 |
HUBBELL INC | 922,801 | $337M | 1.4% | $216.98 | +65.24% | 22 qtrssince 2019-Q1 | Increased 69 |
Impax Asset Management Group plc manages $24.6B across 315 positions as of Q2 2024. Top holdings: MSFT (5.0%), LIN (4.1%), AWK (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 40 new positions, 33 exits, 63 increased. Top move: NVDA (INCREASED, conviction 87). Portfolio: $24.6B across 315 positions.
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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
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