Impax Asset Management Group plc
Institutional investor · Portfolio as of Q3 2020
Top Holdings275 positions
Xylem Inc/NY | 5.3M | $442.7M | 3.9% | $70.04 | +11.75% | 7 qtrssince 2019-Q1 | Decreased 0 |
American Water Works Co Inc | 3.1M | $442.5M | 3.9% | $97.52 | +31.50% | 7 qtrssince 2019-Q1 | Increased 61 |
Pentair PLC | 8.4M | $383M | 3.4% | $36.11 | +17.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
Trimble Inc | 7.7M | $376.7M | 3.3% | $38.93 | +25.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
IDEX Corp | 2.1M | $374.7M | 3.3% | $139.70 | +20.81% | 7 qtrssince 2019-Q1 | Increased 58 |
Ecolab Inc | 1.7M | $336.3M | 2.9% | $168.33 | +11.26% | 7 qtrssince 2019-Q1 | Increased 60 |
Agilent Technologies Inc | 3.2M | $320.2M | 2.8% | $75.93 | +27.49% | 7 qtrssince 2019-Q1 | Increased 55 |
| 1.3M | $304.4M | 2.7% | $174.17 | +26.22% | 7 qtrssince 2019-Q1 | Increased 55 | |
Danaher Corp | 1.2M | $262.8M | 2.3% | $113.28 | +63.74% | 7 qtrssince 2019-Q1 | Decreased 0 |
Delphi Automotive PLC | 2.5M | $231.9M | 2.0% | $78.94 | +16.44% | 7 qtrssince 2019-Q1 | Increased 61 |
PTC Inc | 2.7M | $220.2M | 1.9% | $83.66 | -1.12% | 7 qtrssince 2019-Q1 | Increased 50 |
Microsoft Corp | 944,976 | $198.8M | 1.7% | $132.47 | +51.00% | 7 qtrssince 2019-Q1 | Increased 52 |
Equinix Inc | 258,864 | $196.8M | 1.7% | $544.06 | +27.00% | 7 qtrssince 2019-Q1 | Increased 53 |
Advanced Drainage Systems Inc | 3M | $185M | 1.6% | $25.18 | +141.28% | 7 qtrssince 2019-Q1 | Decreased 0 |
Rayonier Inc | 6.8M | $177.7M | 1.6% | $19.50 | -4.42% | 7 qtrssince 2019-Q1 | Increased 53 |
Franklin Electric Co Inc | 2.9M | $169.9M | 1.5% | $47.65 | +16.35% | 7 qtrssince 2019-Q1 | Increased 51 |
Waste Management Inc | 1.5M | $165.6M | 1.4% | $95.43 | +9.34% | 7 qtrssince 2019-Q1 | Increased 51 |
ITRON INC | 2.7M | $164.4M | 1.4% | $50.20 | +20.99% | 7 qtrssince 2019-Q1 | Increased 58 |
Mettler-Toledo International I | 161,316 | $155.8M | 1.4% | $741.32 | +30.27% | 5 qtrssince 2019-Q3 | Decreased 0 |
Watts Water Technologies Inc | 1.6M | $155.7M | 1.4% | $78.73 | +21.49% | 7 qtrssince 2019-Q1 | Increased 54 |
Impax Asset Management Group plc manages $11.4B across 275 positions as of Q3 2020. Top holdings: XYL (3.9%), AWK (3.9%), PNR (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 17 new positions, 19 exits, 178 increased. Top move: AWK (INCREASED, conviction 61). Portfolio: $11.4B across 275 positions.
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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
Verify source filings on SEC EDGAR