Impax Asset Management Group plc
Net seller this quarter
$15.4B
283
-$1.2B
34.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KLAC | $749M | 4.87% | 0.19% | -31.8% | Q4 2022 |
 NVDA | $745M | 4.85% | 0.02% | +2.2% | Q1 2021 |
 LIN | $737M | 4.79% | 0.31% | -17.1% | Q4 2018 |
 XYL | $528M | 3.44% | 1.88% | -2.5% | Q3 2018 |
 MSFT | $504M | 3.28% | 0.02% | +13.6% | Q3 2018 |
 AWK | $472M | 3.07% | 1.84% | +27.2% | Q3 2018 |
 VLTO | $460M | 2.99% | 2.11% | +53.6% | Q4 2023 |
 CTAS | $410M | 2.67% | 0.60% | +60.5% | Q3 2021 |
 WCN | $330M | 2.15% | 0.78% | -6.5% | Q3 2024 |
 SBS | $302M | 1.97% | 1.49% | +55.2% | Q3 2018 |
 WMS | $290M | 1.89% | 2.59% | -4.2% | Q3 2018 |
 ECL | $275M | 1.79% | 0.35% | +15.0% | Q3 2018 |
 HUBB | $255M | 1.66% | 0.92% | -28.7% | Q3 2018 |
 APTV | $251M | 1.63% | 1.96% | -11.0% | Q3 2018 |
 VRT | $244M | 1.59% | 0.19% | -32.7% | Q1 2020 |
 A | $222M | 1.45% | 0.59% | -9.2% | Q3 2018 |
 IEX | $218M | 1.42% | 1.30% | +1.5% | Q3 2018 |
 WTS | $213M | 1.38% | Not reported | -7.6% | Q3 2018 |
 APH | $211M | 1.37% | 0.10% | +247.0% | Q1 2025 |
 CNM | $203M | 1.32% | Not reported | +47.4% | Q1 2023 |
 MRVL | $197M | 1.28% | 0.08% | -71.5% | Q2 2023 |
 RNR | $195M | 1.27% | 1.47% | -3.5% | Q3 2018 |
 AOS | $176M | 1.15% | 1.86% | -34.2% | Q3 2018 |
 AMAT | $176M | 1.14% | 0.03% | -6.5% | Q1 2019 |
 ITRI | $167M | 1.08% | 4.40% | -12.1% | Q3 2018 |
 MAS | $165M | 1.08% | 1.03% | -14.5% | Q3 2018 |
 MA | $163M | 1.06% | 0.03% | +13.7% | Q3 2018 |
 CDNS | $160M | 1.04% | 0.15% | -28.1% | Q3 2018 |
 PNR | $160M | 1.04% | 1.31% | +21.7% | Q3 2018 |
 TEL | $154M | 1.00% | 0.26% | +2.5% | Q3 2018 |
 WAB | $151M | 0.98% | 0.33% | +75.5% | Q2 2025 |
 ACM | $149M | 0.97% | 1.65% | +53.9% | Q2 2023 |
 SNPS | $149M | 0.97% | 0.17% | +5.5% | Q1 2021 |
 DE | $146M | 0.95% | 0.09% | +1141.8% | Q1 2020 |
 BMI | $140M | 0.91% | 3.24% | Not reported | Q3 2018 |
 ZWS | $133M | 0.87% | 1.59% | +0.9% | Q4 2021 |
 VMI | $131M | 0.85% | 1.16% | -0.4% | Q3 2018 |
 FELE | $126M | 0.82% | 2.66% | -9.3% | Q3 2018 |
 UNP | $124M | 0.81% | 0.08% | -39.1% | Q1 2021 |
 PNFP | $115M | 0.75% | 0.76% | +175.6% | Q1 2025 |
 TTEK | $114M | 0.74% | 1.54% | +2.7% | Q2 2024 |
 AAPL | $105M | 0.68% | 0.00% | -13.8% | Q3 2018 |
 NEE | $103M | 0.67% | 0.06% | +2495.4% | Q3 2024 |
 QXO | $101M | 0.66% | 0.81% | +24.4% | Q4 2025 |
 TT | $99.2M | 0.65% | 0.09% | -11.7% | Q1 2020 |
 ADSK | $97.3M | 0.63% | 0.24% | +52.9% | Q3 2018 |
 SITE | $95.7M | 0.62% | 1.91% | +1.5% | Q2 2022 |
 LFUS | $89.8M | 0.58% | 0.78% | -42.9% | Q1 2019 |
 MPWR | $87.7M | 0.57% | 0.13% | -28.3% | Q3 2020 |
 CFG | $77.5M | 0.50% | 0.26% | -13.2% | Q3 2018 |
| Q1 2026 | |||||
| LIN | $849M | 5.92% | 0.37% | -7.1% | Q4 2018 |
| NVDA | $635M | 4.43% | 0.02% | +20.0% | Q1 2021 |
| XYL | $548M | 3.82% | 1.89% | -6.1% | Q3 2018 |
| KLAC | $536M | 3.73% | 0.28% | +71.2% | Q4 2022 |
| MSFT | $440M | 3.07% | 0.02% | -25.3% | Q3 2018 |
| AWK | $383M | 2.67% | 1.44% | +18.0% | Q3 2018 |
| WCN | $344M | 2.40% | 0.83% | +339.6% | Q3 2024 |
| HUBB | $335M | 2.34% | 1.28% | -16.8% | Q3 2018 |
| APTV | $319M | 2.22% | 2.16% | +7.5% | Q3 2018 |
| VLTO | $299M | 2.08% | 1.36% | +7.3% | Q4 2023 |
| AOS | $282M | 1.97% | 2.82% | -8.0% | Q3 2018 |
| VRT | $272M | 1.89% | 0.28% | -10.2% | Q1 2020 |
| WMS | $264M | 1.84% | 2.65% | -6.7% | Q3 2018 |
| CTAS | $254M | 1.77% | 0.38% | +11.7% | Q3 2021 |
 EBAY | $247M | 1.72% | 0.61% | -13.4% | Q4 2018 |
| MRVL | $229M | 1.60% | 0.26% | -26.4% | Q2 2023 |
| ECL | $229M | 1.59% | 0.31% | +18.5% | Q3 2018 |
| A | $210M | 1.47% | 0.65% | -29.0% | Q3 2018 |
| SBS | $206M | 1.43% | 0.96% | -6.8% | Q3 2018 |
| ITRI | $197M | 1.37% | 4.95% | +61.8% | Q3 2018 |
| RNR | $190M | 1.32% | 1.48% | -34.3% | Q3 2018 |
| UNP | $182M | 1.27% | 0.13% | +8.5% | Q1 2021 |
| IEX | $180M | 1.25% | 1.28% | -44.5% | Q3 2018 |
| WTS | $171M | 1.19% | Not reported | -9.2% | Q3 2018 |
| CDNS | $165M | 1.15% | 0.22% | +10.2% | Q3 2018 |
| TEL | $156M | 1.08% | 0.25% | -2.7% | Q3 2018 |
 ZTS | $155M | 1.08% | 0.31% | -16.9% | Q3 2018 |
| PNR | $149M | 1.04% | 1.06% | -48.2% | Q3 2018 |
| MAS | $144M | 1.00% | 1.18% | -12.3% | Q3 2018 |
| CNM | $141M | 0.98% | Not reported | -0.7% | Q1 2023 |
| MA | $140M | 0.97% | 0.02% | -15.9% | Q3 2018 |
| SNPS | $125M | 0.87% | 0.16% | -28.7% | Q1 2021 |
| FELE | $120M | 0.83% | 2.94% | +15.7% | Q3 2018 |
 AAON | $119M | 0.83% | 1.75% | +2.3% | Q2 2024 |
| LFUS | $117M | 0.82% | 1.38% | -23.9% | Q1 2019 |
| ACM | $117M | 0.82% | 1.08% | -0.7% | Q2 2023 |
| ZWS | $117M | 0.82% | 1.56% | -10.7% | Q4 2021 |
| TTEK | $115M | 0.80% | 1.48% | +19.4% | Q2 2024 |
| SITE | $110M | 0.76% | 1.86% | -10.0% | Q2 2022 |
| AAPL | $107M | 0.75% | 0.00% | +14.4% | Q3 2018 |
| MPWR | $96.7M | 0.67% | 0.18% | -16.7% | Q3 2020 |
| TT | $95.4M | 0.66% | 0.10% | -9.5% | Q1 2020 |
 WAT | $93.7M | 0.65% | 0.32% | +35.5% | Q3 2018 |
| QXO | $91.5M | 0.64% | 0.66% | +275.0% | Q4 2025 |
| VMI | $90.7M | 0.63% | 1.16% | -12.9% | Q3 2018 |
| AMAT | $88.7M | 0.62% | 0.03% | -69.6% | Q1 2019 |
 BSX | $85.3M | 0.59% | 0.09% | -21.1% | Q2 2022 |
 MWA | $81M | 0.56% | 1.88% | -12.4% | Q3 2018 |
 ORA | $80.9M | 0.56% | 1.18% | +6.9% | Q3 2018 |
| WAB | $79.6M | 0.55% | 0.19% | +54.3% | Q2 2025 |
| Q4 2025 | |||||
| LIN | $785M | 4.91% | 0.39% | -3.5% | Q4 2018 |
| MSFT | $770M | 4.82% | 0.02% | +2.2% | Q3 2018 |
| XYL | $665M | 4.16% | 2.00% | -8.2% | Q3 2018 |
| NVDA | $566M | 3.54% | 0.01% | -4.6% | Q1 2021 |
| HUBB | $364M | 2.28% | 1.54% | -12.5% | Q3 2018 |
| A | $353M | 2.21% | 0.92% | -12.4% | Q3 2018 |
| PNR | $345M | 2.16% | 2.03% | -7.6% | Q3 2018 |
| APTV | $325M | 2.03% | 2.01% | -5.6% | Q3 2018 |
| VLTO | $314M | 1.96% | 1.27% | -18.1% | Q4 2023 |
| AWK | $311M | 1.95% | 1.22% | +38.1% | Q3 2018 |
| AOS | $311M | 1.95% | 3.07% | -4.1% | Q3 2018 |
| IEX | $304M | 1.90% | 2.28% | -12.9% | Q3 2018 |
| WMS | $299M | 1.87% | 2.83% | -17.3% | Q3 2018 |
| EBAY | $273M | 1.71% | 0.70% | +11.4% | Q4 2018 |
| RNR | $273M | 1.71% | 2.21% | -20.5% | Q3 2018 |
| MRVL | $267M | 1.67% | 0.37% | -13.4% | Q2 2023 |
| KLAC | $258M | 1.62% | 0.16% | -15.8% | Q4 2022 |
| CTAS | $253M | 1.58% | 0.34% | +29.5% | Q3 2021 |
 WM | $222M | 1.39% | 0.25% | -9.7% | Q3 2018 |
| AMAT | $220M | 1.37% | 0.11% | -20.9% | Q1 2019 |
| SNPS | $208M | 1.30% | 0.23% | -28.8% | Q1 2021 |
| ZTS | $198M | 1.24% | 0.37% | -6.9% | Q3 2018 |
| VRT | $196M | 1.22% | 0.32% | +31.5% | Q1 2020 |
| ECL | $190M | 1.19% | 0.26% | +16.9% | Q3 2018 |
| MA | $190M | 1.19% | 0.03% | -3.9% | Q3 2018 |
 CARR | $188M | 1.17% | 0.42% | -14.4% | Q1 2022 |
| WTS | $179M | 1.12% | Not reported | -13.1% | Q3 2018 |
| TEL | $174M | 1.09% | 0.26% | -10.7% | Q3 2018 |
| SBS | $173M | 1.08% | 1.03% | -11.8% | Q3 2018 |
| MAS | $172M | 1.08% | 1.33% | +9.2% | Q3 2018 |
| CDNS | $168M | 1.05% | 0.20% | +20.7% | Q3 2018 |
| BSX | $164M | 1.03% | 0.12% | -0.2% | Q2 2022 |
| UNP | $159M | 1.00% | 0.12% | -10.3% | Q1 2021 |
| CNM | $149M | 0.93% | Not reported | +10.8% | Q1 2023 |
| ZWS | $136M | 0.85% | 1.75% | -6.6% | Q4 2021 |
| APH | $133M | 0.83% | 0.08% | -11.9% | Q1 2025 |
| ACM | $133M | 0.83% | 1.08% | -0.7% | Q2 2023 |
| ITRI | $126M | 0.79% | 3.02% | -14.7% | Q3 2018 |
 RSG | $123M | 0.77% | 0.19% | -10.6% | Q1 2019 |
 TRMB | $120M | 0.75% | 0.64% | -19.9% | Q3 2018 |
 CFR | $116M | 0.73% | 1.43% | -0.5% | Q4 2024 |
| LFUS | $115M | 0.72% | 1.82% | -0.4% | Q1 2019 |
| SITE | $114M | 0.71% | 2.06% | -0.5% | Q2 2022 |
 ISRG | $113M | 0.71% | 0.06% | -6.7% | Q3 2022 |
| TTEK | $108M | 0.67% | 1.23% | Not reported | Q2 2024 |
| FELE | $107M | 0.67% | 2.54% | Not reported | Q3 2018 |
| AAON | $107M | 0.67% | 1.72% | +53.2% | Q2 2024 |
 TYL | $107M | 0.67% | 0.49% | New | Q4 2025 |
| VMI | $105M | 0.66% | 1.32% | -12.9% | Q3 2018 |
 CHE | $105M | 0.65% | 1.72% | -3.5% | Q1 2023 |
| Q3 2025 | |||||
| LIN | $907M | 5.29% | 0.41% | +0.5% | Q4 2018 |
| MSFT | $807M | 4.71% | 0.02% | -1.6% | Q3 2018 |
| XYL | $783M | 4.57% | 2.18% | -3.3% | Q3 2018 |
| NVDA | $593M | 3.46% | 0.01% | -16.6% | Q1 2021 |
| VLTO | $409M | 2.38% | 1.55% | +3.9% | Q4 2023 |
| HUBB | $402M | 2.35% | 1.76% | -6.9% | Q3 2018 |
| PNR | $396M | 2.31% | 2.19% | -18.7% | Q3 2018 |
| APTV | $390M | 2.28% | 2.09% | +54.5% | Q3 2018 |
| A | $380M | 2.22% | 1.04% | -2.0% | Q3 2018 |
| AOS | $356M | 2.08% | 3.20% | +3.4% | Q3 2018 |
| WMS | $346M | 2.02% | 3.44% | -17.9% | Q3 2018 |
| IEX | $319M | 1.86% | 2.60% | -0.3% | Q3 2018 |
| RNR | $310M | 1.81% | 2.62% | 0.0% | Q3 2018 |
| SNPS | $306M | 1.78% | 0.33% | +0.6% | Q1 2021 |
| MRVL | $304M | 1.78% | 0.42% | +6.5% | Q2 2023 |
| KLAC | $271M | 1.58% | 0.19% | -26.9% | Q4 2022 |
| EBAY | $256M | 1.49% | 0.62% | -26.2% | Q4 2018 |
| ZTS | $248M | 1.45% | 0.38% | +43.9% | Q3 2018 |
| CARR | $247M | 1.44% | 0.49% | +54.2% | Q1 2022 |
| WM | $247M | 1.44% | 0.28% | +0.4% | Q3 2018 |
| AWK | $241M | 1.40% | 0.89% | -0.4% | Q3 2018 |
| AMAT | $221M | 1.29% | 0.14% | -19.4% | Q1 2019 |
| CTAS | $213M | 1.24% | 0.26% | +14.3% | Q3 2021 |
| WTS | $207M | 1.21% | Not reported | -15.1% | Q3 2018 |
| SBS | $203M | 1.19% | 1.20% | -10.3% | Q3 2018 |
| ITRI | $197M | 1.15% | 3.47% | +127.4% | Q3 2018 |
| MA | $197M | 1.15% | 0.03% | +8.4% | Q3 2018 |
| TEL | $188M | 1.10% | 0.29% | -48.3% | Q3 2018 |
| ACM | $183M | 1.07% | 1.06% | -7.6% | Q2 2023 |
| UNP | $182M | 1.06% | 0.13% | +26.7% | Q1 2021 |
| MAS | $175M | 1.02% | 1.20% | -5.8% | Q3 2018 |
| ECL | $170M | 0.99% | 0.22% | -5.0% | Q3 2018 |
 ORCL | $169M | 0.99% | 0.02% | -37.1% | Q3 2018 |
| BSX | $169M | 0.98% | 0.12% | +19.2% | Q2 2022 |
| ORA | $168M | 0.98% | 2.90% | -12.9% | Q3 2018 |
| CDNS | $157M | 0.91% | 0.16% | -3.8% | Q3 2018 |
| TRMB | $154M | 0.90% | 0.80% | -10.1% | Q3 2018 |
| RSG | $149M | 0.87% | 0.21% | -4.2% | Q1 2019 |
| ZWS | $147M | 0.86% | 1.87% | -36.6% | Q4 2021 |
 PTC | $147M | 0.86% | 0.61% | -2.9% | Q3 2018 |
| CNM | $140M | 0.81% | Not reported | -19.2% | Q1 2023 |
| VRT | $139M | 0.81% | 0.24% | +94.4% | Q1 2020 |
| APH | $138M | 0.81% | 0.09% | -23.5% | Q1 2025 |
| ADSK | $120M | 0.70% | 0.18% | -31.0% | Q3 2018 |
| MPWR | $120M | 0.70% | 0.27% | -24.4% | Q3 2020 |
| SITE | $119M | 0.69% | 2.06% | -8.9% | Q2 2022 |
| LFUS | $117M | 0.68% | 1.84% | -5.8% | Q1 2019 |
| CFR | $117M | 0.68% | 1.43% | +11.9% | Q4 2024 |
| VMI | $116M | 0.68% | 1.52% | -4.5% | Q3 2018 |
| CHE | $113M | 0.66% | 1.79% | -5.4% | Q1 2023 |