Impax Asset Management Group plc
Q2 2026 13F filing
Updated 30 days ago284 disclosed positions worth $15.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | K KLAC KLA Corp | $749M | 2.48M | 4.87% | — |
| 2 | N NVDA NVIDIA Corp | $744.9M | 3.72M | 4.85% | — |
| 3 | L LIN Linde PLC | $736.6M | 1.42M | 4.79% | — |
| 4 | X XYL Xylem Inc/NY | $528.3M | 4.47M | 3.44% | — |
| 5 | M MSFT Microsoft Corp | $503.8M | 1.35M | 3.28% | — |
| 6 | A AWK American Water Works Co Inc | $471.5M | 3.58M | 3.07% | — |
| 7 | V VLTO Veralto Corp | $459.9M | 5.19M | 2.99% | — |
| 8 | C CTAS Cintas Corp | $410.5M | 2.41M | 2.67% | — |
| 9 | W WCN Waste Connections Inc | $329.9M | 1.98M | 2.15% | — |
| 10 | S SBS Cia de Saneamento Basico do Es | $302.4M | 52.32M | 1.97% | — |
| 11 | W WMS Advanced Drainage Systems Inc | $289.7M | 1.85M | 1.89% | — |
| 12 | E ECL Ecolab Inc | $275.4M | 988.4K | 1.79% | — |
| 13 | H HUBB Hubbell Inc | $254.7M | 486.9K | 1.66% | — |
| 14 | A APTV Aptiv PLC | $250.9M | 4.09M | 1.63% | — |
| 15 | V VRT Vertiv Holdings Co | $244.3M | 729.5K | 1.59% | — |
| 16 | A A Agilent Technologies Inc | $222.5M | 1.67M | 1.45% | — |
| 17 | H HUM IDEX Corp | $218.3M | 962.0K | 1.42% | — |
| 18 | W WTS Watts Water Technologies Inc | $212.7M | 543.4K | 1.38% | — |
| 19 | A APH Amphenol Corp | $210.8M | 1.20M | 1.37% | — |
| 20 | C CNM Core & Main Inc | $202.8M | 4.20M | 1.32% | — |
| 21 | M MRVL Marvell Technology Inc | $196.7M | 660.3K | 1.28% | — |
| 22 | R RNR-PG RenaissanceRe Holdings Ltd | $195M | 615.4K | 1.27% | — |
| 23 | A AOS A O Smith Corp | $176.5M | 2.81M | 1.15% | — |
| 24 | A AMAT Applied Materials Inc | $175.6M | 242.8K | 1.14% | — |
| 25 | I ITRI Itron Inc | $166.7M | 1.93M | 1.08% | — |
| 26 | M MAS Masco Corp | $165.3M | 2.03M | 1.08% | — |
| 27 | M MA Mastercard Inc | $163.2M | 317.7K | 1.06% | — |
| 28 | C CDNS Cadence Design Systems Inc | $160.1M | 426.6K | 1.04% | — |
| 29 | P PNR Pentair PLC | $160M | 2.09M | 1.04% | — |
| 30 | T TEL TE Connectivity PLC | $153.8M | 762.7K | 1.00% | — |
| 31 | W WAB Westinghouse Air Brake Technol | $150.6M | 558.8K | 0.98% | — |
| 32 | A ACM AECOM | $148.6M | 2.13M | 0.97% | — |
| 33 | S SNPS Synopsys Inc | $148.5M | 332.9K | 0.97% | — |
| 34 | D DE Deere & Co | $146M | 230.1K | 0.95% | — |
| 35 | B BMI Badger Meter Inc | $140.3M | 945.7K | 0.91% | — |
| 36 | Z ZWS Zurn Elkay Water Solutions Cor | $133.1M | 2.63M | 0.87% | — |
| 37 | V VMI Valmont Industries Inc | $130.6M | 226.1K | 0.85% | — |
| 38 | F FELE Franklin Electric Co Inc | $126M | 1.18M | 0.82% | — |
| 39 | U UNP Union Pacific Corp | $123.9M | 455.3K | 0.81% | — |
| 40 | P PNFP-PB Pinnacle Financial Partners In | $115.2M | 1.14M | 0.75% | — |
| 41 | T TTEK Tetra Tech Inc | $113.6M | 3.93M | 0.74% | — |
| 42 | A AAPL Apple Inc | $105M | 363.0K | 0.68% | — |
| 43 | N NEE-PS NextEra Energy Inc | $103.2M | 1.18M | 0.67% | — |
| 44 | ? N/A QXO Inc | $101.3M | 5.86M | 0.66% | — |
| 45 | T TT Trane Technologies PLC | $99.2M | 202.0K | 0.65% | — |
| 46 | A ADSK Autodesk Inc | $97.3M | 500.7K | 0.63% | — |
| 47 | S SITE SiteOne Landscape Supply Inc | $95.7M | 836.4K | 0.62% | — |
| 48 | L LFUS Littelfuse Inc | $89.8M | 197.3K | 0.58% | — |
| 49 | M MPWR Monolithic Power Systems Inc | $87.7M | 63.4K | 0.57% | — |
| 50 | C CFG-PI Citizens Financial Group Inc | $77.5M | 1.11M | 0.50% | — |