Impax Asset Management Group plc
Institutional investor · Portfolio as of Q3 2024
Top Holdings313 positions
Microsoft Corp | 2.6M | $1.1B | 4.5% | $214.01 | +97.94% | 23 qtrssince 2019-Q1 | Decreased 0 |
Linde PLC | 2.4M | $1.1B | 4.5% | $342.45 | +37.75% | 7 qtrssince 2023-Q1 | Increased 60 |
American Water Works Co Inc | 5.7M | $829.2M | 3.3% | $119.38 | +16.47% | 23 qtrssince 2019-Q1 | Decreased 0 |
Pentair PLC | 7.6M | $743.5M | 2.9% | $43.00 | +122.37% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 5.5M | $667.3M | 2.6% | $111.66 | +8.47% | 15 qtrssince 2021-Q1 | Increased 61 |
TE CONNECTIVITY PLC | 3.5M | $524.2M | 2.1% | $146.93 | 0.00% | 1 qtr | New 81 |
Applied Materials Inc | 2.6M | $514.7M | 2.0% | $118.04 | +68.66% | 23 qtrssince 2019-Q1 | Decreased 0 |
Hubbell Inc | 1.2M | $514.4M | 2.0% | $264.58 | +59.37% | 23 qtrssince 2019-Q1 | Increased 68 |
Mastercard Inc | 1M | $504.8M | 2.0% | $328.93 | +48.34% | 23 qtrssince 2019-Q1 | Decreased 0 |
Cintas Corp | 2.4M | $499.2M | 2.0% | $103.82 | +94.86% | 13 qtrssince 2021-Q3 | Increased 80 |
RenaissanceRe Holdings Ltd | 1.7M | $461.7M | 1.8% | $240.71 | +11.20% | 3 qtrssince 2024-Q1 | Increased 63 |
Boston Scientific Corp | 5.5M | $457.1M | 1.8% | $47.33 | +77.04% | 10 qtrssince 2022-Q2 | Increased 58 |
Veralto Corp | 4M | $452.2M | 1.8% | $81.86 | +33.99% | 4 qtrssince 2023-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 702,337 | $433.3M | 1.7% | $454.59 | +35.12% | 23 qtrssince 2019-Q1 | Decreased 0 |
Delphi Automotive PLC | 5.9M | $427.8M | 1.7% | $102.98 | -57.47% | 23 qtrssince 2019-Q1 | Decreased 0 |
Quintiles IMS Holdings Inc | 1.8M | $423.9M | 1.7% | $189.21 | +24.09% | 23 qtrssince 2019-Q1 | Increased 54 |
IDEX Corp | 1.9M | $405.8M | 1.6% | $166.49 | +24.78% | 23 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Cos Inc | 1.8M | $403.2M | 1.6% | $185.28 | +15.55% | 4 qtrssince 2023-Q4 | Increased 52 |
Agilent Technologies Inc | 2.7M | $396.1M | 1.6% | $100.88 | +44.90% | 23 qtrssince 2019-Q1 | Increased 53 |
Oracle Corp | 2.3M | $395.3M | 1.6% | $122.72 | +35.87% | 4 qtrssince 2023-Q4 | Increased 50 |
Impax Asset Management Group plc manages $25.4B across 313 positions as of Q3 2024. Top holdings: MSFT (4.5%), LIN (4.5%), AWK (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 24 new positions, 26 exits, 89 increased. Top move: TEL (NEW, conviction 81). Portfolio: $25.4B across 313 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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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