Impax Asset Management Group plc
Institutional investor · Portfolio as of Q4 2024
Top Holdings312 positions
Microsoft Corp. | 2.4M | $997.7M | 4.5% | $214.01 | +94.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
Linde PLC | 2.2M | $940.9M | 4.3% | $342.45 | +20.34% | 8 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA Corp. | 5.3M | $714.3M | 3.2% | $111.66 | +19.96% | 16 qtrssince 2021-Q1 | Decreased 0 |
XYLEM INC | 5.6M | $644M | 2.9% | $106.29 | +6.68% | 24 qtrssince 2019-Q1 | Increased 87 |
AMERICAN WTR WKS CO INC NEW | 4.6M | $576.3M | 2.6% | $119.38 | -0.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 5.1M | $508.4M | 2.3% | $43.00 | +129.38% | 24 qtrssince 2019-Q1 | Decreased 0 |
RENAISSANCERE HLDGS LTD | 1.9M | $467M | 2.1% | $241.38 | +2.57% | 4 qtrssince 2024-Q1 | Increased 59 |
TE Connectivity PLC | 3.2M | $452M | 2.0% | $146.93 | -4.90% | 2 qtrssince 2024-Q3 | Decreased 0 |
MasterCard Incorporated | 828,541 | $434.9M | 2.0% | $328.93 | +58.40% | 24 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 1M | $428.3M | 1.9% | $264.58 | +56.36% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 2.6M | $425M | 1.9% | $119.12 | +34.84% | 24 qtrssince 2019-Q1 | Increased 50 |
VERALTO CORP COM SHS | 4M | $405.6M | 1.8% | $81.86 | +23.92% | 5 qtrssince 2023-Q4 | Decreased 0 |
Boston Scientific Corporation | 4.5M | $401.1M | 1.8% | $47.33 | +88.70% | 11 qtrssince 2022-Q2 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 2.8M | $380.1M | 1.7% | $102.70 | +29.22% | 24 qtrssince 2019-Q1 | Increased 52 |
IDEX CORP | 1.8M | $376.6M | 1.7% | $166.49 | +22.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
Cadence Design Systems, Inc. | 1.2M | $370.6M | 1.7% | $154.31 | +94.71% | 24 qtrssince 2019-Q1 | Decreased 0 |
Cintas Corporation | 1.9M | $338.8M | 1.5% | $103.82 | +73.23% | 14 qtrssince 2021-Q3 | Decreased 0 |
Oracle Corp. | 2M | $336M | 1.5% | $122.72 | +33.17% | 5 qtrssince 2023-Q4 | Decreased 0 |
WASTE MGMT INC DEL | 1.6M | $329.6M | 1.5% | $124.58 | +59.98% | 24 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 1.6M | $328.3M | 1.5% | $185.28 | +10.42% | 5 qtrssince 2023-Q4 | Decreased 0 |
Impax Asset Management Group plc manages $22.1B across 312 positions as of Q4 2024. Top holdings: MSFT (4.5%), LIN (4.3%), NVDA (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 27 new positions, 28 exits, 86 increased. Top move: XYL (INCREASED, conviction 87). Portfolio: $22.1B across 312 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR