EdgeMarket › What Impax Asset Management Group Plc reported owning
What Impax Asset Management Group Plc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
14.3BPositions
287Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LIN LINDE PLC | 848.6M | 5.9% | 1.7M | 487.57 | +1.1% |
| NVDA NVIDIA CORP | 635.0M | 4.4% | 3.6M | 214.72 | +22.4% |
| XYL Xylem Inc. | 548.0M | 3.8% | 4.6M | 113.42 | -20.1% |
| KLAC KLA CORP | 535.6M | 3.7% | 363.8K | 183.99 | +109.5% |
| MSFT MICROSOFT CORP | 440.1M | 3.1% | 1.2M | 483.24 | -4.4% |
| AWK American Water Works Company, Inc. | 383.4M | 2.7% | 2.8M | 135.39 | -7.0% |
| WCN Waste Connections, Inc. | 344.0M | 2.4% | 2.1M | 169.40 | -8.8% |
| HUBB HUBBELL INC | 335.1M | 2.3% | 682.8K | 470.03 | +9.3% |
| APTV Aptiv PLC | 318.8M | 2.2% | 4.6M | 48.28 | -35.8% |
| VLTO Veralto Corp | 298.5M | 2.1% | 3.4M | 98.77 | -9.3% |
| AOS SMITH A O CORP | 282.1M | 2.0% | 4.3M | 63.08 | -12.2% |
| VRT Vertiv Holdings Co | 271.7M | 1.9% | 1.1M | 261.95 | +105.4% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 264.3M | 1.8% | 1.9M | 143.73 | +1.4% |
| CTAS CINTAS CORP | 254.3M | 1.8% | 1.5M | 203.79 | -6.0% |
| EBAY EBAY INC | 247.2M | 1.7% | 2.7M | 104.13 | +5.0% |
| MRVL Marvell Technology, Inc. | 229.2M | 1.6% | 2.3M | 237.04 | +232.8% |
| ECL ECOLAB INC. | 228.6M | 1.6% | 859.3K | 281.63 | -1.3% |
| A AGILENT TECHNOLOGIES, INC. | 210.2M | 1.5% | 1.8M | 159.00 | +33.5% |
| SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SA | 205.7M | 1.4% | 6.7M | 4.61 | +9.6% |
| ITRI ITRON, INC. | 196.6M | 1.4% | 2.2M | 100.03 | -19.8% |
| RNR RENAISSANCERE HOLDINGS LTD | 189.5M | 1.3% | 637.7K | 323.45 | +30.4% |
| UNP UNION PACIFIC CORP | 181.5M | 1.3% | 748.2K | 308.05 | +36.5% |
| IEX IDEX CORP /DE/ | 179.7M | 1.3% | 947.9K | 234.39 | +42.5% |
| WTS WATTS WATER TECHNOLOGIES INC | 170.7M | 1.2% | 588.0K | 375.57 | +35.9% |
| CDNS CADENCE DESIGN SYSTEMS INC | 164.9M | 1.1% | 593.4K | 319.02 | -7.7% |
| TEL TE Connectivity plc | 155.6M | 1.1% | 744.4K | 203.52 | +1.0% |
| ZTS Zoetis Inc. | 155.0M | 1.1% | 1.3M | 77.73 | -50.4% |
| PNR PENTAIR plc | 149.4M | 1.0% | 1.7M | 64.40 | -38.7% |
| MAS MASCO CORP /DE/ | 143.5M | 1.0% | 2.4M | 73.29 | +0.4% |
| CNM Core & Main, Inc. | 140.9M | 1.0% | 2.9M | 44.88 | -29.8% |
| MA Mastercard Inc | 139.7M | 1.0% | 279.5K | 580.63 | -2.0% |
| SNPS SYNOPSYS INC | 125.1M | 0.9% | 315.5K | 397.87 | -33.8% |
| FELE FRANKLIN ELECTRIC CO INC | 119.5M | 0.8% | 1.3M | 104.10 | +8.7% |
| AAON AAON, INC. | 118.9M | 0.8% | 1.4M | 79.44 | -0.8% |
| LFUS LITTELFUSE INC /DE | 117.3M | 0.8% | 345.7K | 412.26 | +65.4% |
| ACM AECOM | 117.3M | 0.8% | 1.4M | 64.79 | -46.0% |
| ZWS Zurn Elkay Water Solutions Corp | 117.0M | 0.8% | 2.6M | 49.01 | +8.4% |
| TTEK TETRA TECH INC | 115.4M | 0.8% | 3.8M | 37.00 | +3.8% |
| SITE SiteOne Landscape Supply, Inc. | 109.7M | 0.8% | 824.4K | 95.94 | -30.4% |
| AAPL Apple Inc. | 106.9M | 0.7% | 421.3K | 309.35 | +36.9% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 96.7M | 0.7% | 88.5K | 1,316.28 | +59.3% |
| TT Trane Technologies plc | 95.4M | 0.7% | 228.8K | 453.43 | +6.4% |
| WAT WATERS CORP /DE/ | 93.7M | 0.7% | 314.6K | 410.70 | +38.4% |
| QXO QXO, Inc. | 91.5M | 0.6% | 4.7M | 13.76 | -28.6% |
| VMI VALMONT INDUSTRIES INC | 90.7M | 0.6% | 227.1K | 485.83 | +33.4% |
| AMAT APPLIED MATERIALS INC /DE | 88.7M | 0.6% | 259.6K | 492.32 | +205.9% |
| BSX BOSTON SCIENTIFIC CORP | 85.3M | 0.6% | 1.4M | 50.37 | -52.5% |
| MWA Mueller Water Products, Inc. | 81.0M | 0.6% | 2.9M | 24.94 | -5.1% |
| ORA ORMAT TECHNOLOGIES, INC. | 80.9M | 0.6% | 723.1K | 108.38 | +17.4% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 79.6M | 0.6% | 318.4K | 297.57 | +54.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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