Impax Asset Management Group Plc Portfolio Stock Holdings
Impax Asset Management Group Plc disclosed 287 stock positions valued at approximately $14.3 billion in its latest SEC 13F filing. The largest holdings include Linde PLC, NVIDIA Corp, and Xylem Inc/NY. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 287
- Portfolio Value
- $14.3B
Holdings by Sector
Impax Asset Management Group Plc Portfolio Holdings in Q1 2026
283 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Linde PLC | LIN | Other | 5.92% | 1,711,780 | -130,159 | -7.07% | $848,631,948 |
| NVIDIA Corp | NVDA | Technology | 4.43% | 3,641,085 | +606,829 | +20.00% | $635,005,186 |
| Xylem Inc/NY | XYL | Industrials | 3.82% | 4,585,548 | -295,660 | -6.06% | $547,973,030 |
| KLA Corp | KLAC | Technology | 3.73% | 363,789 | +151,316 | +71.22% | $535,647,414 |
| Microsoft Corp | MSFT | Technology | 3.07% | 1,188,887 | -402,656 | -25.30% | $440,090,238 |
| American Water Works Co Inc | AWK | Utilities | 2.67% | 2,817,225 | +430,352 | +18.03% | $383,396,150 |
| Waste Connections Inc | WCN | Industrials | 2.40% | 2,117,425 | +1,635,720 | +339.57% | $343,954,488 |
| Hubbell Inc | HUBB | Industrials | 2.34% | 682,761 | -137,738 | -16.79% | $335,058,431 |
| Aptiv PLC | APTV | Other | 2.22% | 4,591,538 | +322,002 | +7.54% | $318,836,440 |
| Veralto Corp | VLTO | Industrials | 2.08% | 3,376,097 | +230,727 | +7.34% | $298,514,552 |
| A O Smith Corp | AOS | Industrials | 1.97% | 4,278,219 | -371,325 | -7.99% | $282,105,751 |
| Vertiv Holdings Co | VRT | Industrials | 1.89% | 1,084,483 | -122,545 | -10.15% | $271,749,750 |
| Advanced Drainage Systems Inc | WMS | Industrials | 1.84% | 1,927,510 | -139,213 | -6.74% | $264,319,446 |
| Cintas Corp | CTAS | Industrials | 1.77% | 1,503,567 | +157,305 | +11.68% | $254,313,322 |
| eBay Inc | EBAY | Consumer Cyclical | 1.72% | 2,715,835 | -418,898 | -13.36% | $247,195,296 |
| Marvell Technology Inc | MRVL | Technology | 1.60% | 2,314,196 | -828,358 | -26.36% | $229,221,105 |
| Ecolab Inc | ECL | Basic Materials | 1.59% | 859,293 | +133,861 | +18.45% | $228,589,124 |
| Agilent Technologies Inc | A | Healthcare | 1.47% | 1,844,158 | -751,439 | -28.95% | $210,197,212 |
| Cia de Saneamento Basico do Es | SBS | Utilities | 1.43% | 6,742,360 | -494,117 | -6.83% | $205,709,404 |
| Itron Inc | ITRI | Technology | 1.37% | 2,193,148 | +838,000 | +61.84% | $196,571,893 |
| Union Pacific Corp | UNP | Industrials | 1.27% | 748,216 | +58,860 | +8.54% | $181,532,347 |
| IDEX Corp | IEX | Industrials | 1.25% | 947,946 | -760,870 | -44.53% | $179,683,252 |
| Watts Water Technologies Inc | WTS | Industrials | 1.19% | 588,022 | -59,851 | -9.24% | $170,696,906 |
| Cadence Design Systems Inc | CDNS | Technology | 1.15% | 593,375 | +54,830 | +10.18% | $164,881,111 |
| TE Connectivity PLC | TEL | Other | 1.08% | 744,353 | -20,642 | -2.70% | $155,584,766 |
| Zoetis Inc | ZTS | Healthcare | 1.08% | 1,311,067 | -266,297 | -16.88% | $154,981,280 |
| Pentair PLC | G7S00T104 | Other | 1.04% | 1,715,163 | -1,595,996 | -48.20% | $149,407,868 |
| Masco Corp | MAS | Industrials | 1.00% | 2,377,161 | -333,602 | -12.31% | $143,509,210 |
| Core & Main Inc | CNM | Industrials | 0.98% | 2,851,367 | -21,228 | -0.74% | $140,857,530 |
| Mastercard Inc | MA | Financial Services | 0.97% | 279,494 | -52,956 | -15.93% | $139,651,972 |
| Synopsys Inc | SNPS | Technology | 0.87% | 315,523 | -127,240 | -28.74% | $125,098,683 |
| Franklin Electric Co Inc | FELE | Industrials | 0.83% | 1,296,609 | +175,418 | +15.65% | $119,508,452 |
| AAON Inc | AAON | Industrials | 0.83% | 1,436,288 | +32,640 | +2.33% | $118,852,865 |
| Littelfuse Inc | LFUS | Technology | 0.82% | 345,705 | -108,298 | -23.85% | $117,314,992 |
| AECOM | ACM | Industrials | 0.82% | 1,382,667 | -9,425 | -0.68% | $117,277,815 |
| Zurn Elkay Water Solutions Cor | ZWS | Industrials | 0.82% | 2,609,142 | -312,742 | -10.70% | $116,993,927 |
| Tetra Tech Inc | TTEK | Industrials | 0.80% | 3,830,074 | +621,884 | +19.38% | $115,361,829 |
| SiteOne Landscape Supply Inc | SITE | Industrials | 0.76% | 824,430 | -91,487 | -9.99% | $109,739,877 |
| Apple Inc | AAPL | Technology | 0.75% | 421,335 | +53,098 | +14.42% | $106,930,610 |
| Monolithic Power Systems Inc | MPWR | Technology | 0.67% | 88,456 | -17,782 | -16.74% | $96,713,368 |
| Trane Technologies PLC | TT | Other | 0.66% | 228,808 | -23,907 | -9.46% | $95,353,404 |
| Waters Corp | WAT | Healthcare | 0.65% | 314,584 | +82,335 | +35.45% | $93,683,157 |
| QXO Inc | QXO | Technology | 0.64% | 4,713,068 | +3,456,283 | +275.01% | $91,527,791 |
| Valmont Industries Inc | VMI | Industrials | 0.63% | 227,075 | -33,663 | -12.91% | $90,732,358 |
| Applied Materials Inc | AMAT | Technology | 0.62% | 259,602 | -594,927 | -69.62% | $88,729,295 |
| Boston Scientific Corp | BSX | Healthcare | 0.59% | 1,359,572 | -364,355 | -21.14% | $85,313,143 |
| Mueller Water Products Inc | MWA | Industrials | 0.56% | 2,948,281 | -416,476 | -12.38% | $81,048,245 |
| Ormat Technologies Inc | ORA | Utilities | 0.56% | 723,077 | +46,336 | +6.85% | $80,926,778 |
| Westinghouse Air Brake Technol | WAB | Industrials | 0.55% | 318,350 | +111,961 | +54.25% | $79,558,849 |
| Autodesk Inc | ADSK | Technology | 0.55% | 327,597 | -22,360 | -6.39% | $78,426,793 |
| Citizens Financial Group Inc | CFG | Financial Services | 0.53% | 1,274,383 | -455,204 | -26.32% | $76,424,749 |
| Cullen/Frost Bankers Inc | CFR | Financial Services | 0.47% | 493,040 | -422,891 | -46.17% | $67,585,923 |
| Chemed Corp | CHE | Healthcare | 0.46% | 176,426 | -67,816 | -27.77% | $66,643,157 |
| Carrier Global Corp | CARR | Industrials | 0.46% | 1,176,257 | -2,372,654 | -66.86% | $66,235,032 |
| Generac Holdings Inc | GNRC | Industrials | 0.46% | 336,461 | -123,781 | -26.89% | $65,720,927 |
| Trex Co Inc | TREX | Industrials | 0.45% | 1,766,368 | -17,447 | -0.98% | $64,331,123 |
| Danaher Corp | DHR | Healthcare | 0.44% | 333,774 | -120,614 | -26.54% | $63,283,550 |
| Trimble Inc | TRMB | Technology | 0.44% | 962,072 | -568,682 | -37.15% | $62,755,957 |
| nVent Electric PLC | NVT | Other | 0.44% | 527,865 | -25,403 | -4.59% | $62,435,872 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 0.43% | 298,865 | -88,568 | -22.86% | $62,244,614 |
| Intuitive Surgical Inc | ISRG | Healthcare | 0.43% | 134,276 | -65,249 | -32.70% | $61,899,893 |
| Bentley Systems Inc | BSY | Technology | 0.41% | 1,677,588 | -501,082 | -23.00% | $58,916,890 |
| Marsh & McLennan Cos Inc | MMC | Financial Services | 0.41% | 337,944 | -89,680 | -20.97% | $58,616,387 |
| Thermo Fisher Scientific Inc | TMO | Healthcare | 0.40% | 117,758 | -31,374 | -21.04% | $57,881,590 |
| Tyler Technologies Inc | TYL | Technology | 0.39% | 164,247 | -70,889 | -30.15% | $56,234,888 |
| Alphabet Inc | GOOGL | Communication Services | 0.39% | 194,933 | -51,678 | -20.96% | $56,054,933 |
| Broadcom Inc | AVGO | Technology | 0.37% | 170,190 | +49,254 | +40.73% | $52,675,507 |
| Repligen Corp | RGEN | Healthcare | 0.36% | 438,468 | +25,084 | +6.07% | $51,660,300 |
| Darling Ingredients Inc | DAR | Consumer Defensive | 0.33% | 770,339 | -377,057 | -32.86% | $47,645,467 |
| ServiceNow Inc | NOW | Technology | 0.33% | 454,396 | -139,814 | -23.53% | $47,507,102 |
| Acadian Asset Management Inc | BSIG | Financial Services | 0.31% | 823,323 | -22,128 | -2.62% | $44,805,238 |
| Progressive Corp/The | PGR | Financial Services | 0.31% | 221,428 | +7,898 | +3.70% | $43,895,887 |
| Amphenol Corp | APH | Technology | 0.30% | 344,516 | -638,284 | -64.95% | $43,529,648 |
| PTC Inc | PTC | Technology | 0.30% | 299,679 | -279,638 | -48.27% | $42,701,261 |
| Victory Capital Holdings Inc | VCTR | Financial Services | 0.30% | 650,000 | - | - | $42,562,000 |
| Mettler-Toledo International I | MTD | Healthcare | 0.29% | 32,523 | +1,287 | +4.12% | $41,018,007 |
| Eli Lilly & Co | LLY | Healthcare | 0.25% | 39,319 | -6,412 | -14.02% | $36,164,437 |
| Clean Harbors Inc | CLH | Industrials | 0.25% | 122,986 | -25,619 | -17.24% | $35,263,776 |
| MercadoLibre Inc | MELI | Consumer Cyclical | 0.24% | 19,738 | +17,276 | +701.71% | $34,127,397 |
| United Rentals Inc | URI | Industrials | 0.23% | 46,262 | -1,489 | -3.12% | $33,704,627 |
| HDFC Bank Ltd | HDB | Financial Services | 0.22% | 1,274,713 | -420,732 | -24.82% | $31,714,859 |
| Ligand Pharmaceuticals Inc | LGND | Healthcare | 0.21% | 152,444 | -12,764 | -7.73% | $30,435,445 |
| Gilead Sciences Inc | GILD | Healthcare | 0.20% | 210,813 | -85,752 | -28.92% | $29,381,008 |
| Johnson & Johnson | JNJ | Healthcare | 0.20% | 117,316 | +8,919 | +8.23% | $28,676,723 |
| Oracle Corp | ORCL | Technology | 0.20% | 191,605 | +20,851 | +12.21% | $28,187,012 |
| Tesla Inc | TSLA | Consumer Cyclical | 0.19% | 72,983 | +16,227 | +28.59% | $27,131,430 |
| Waste Management Inc | WM | Industrials | 0.19% | 116,907 | -892,173 | -88.41% | $26,864,077 |
| Eastern Bankshares Inc | EBC | Financial Services | 0.17% | 1,275,000 | - | - | $24,939,000 |
| Taiwan Semiconductor Manufactu | TSM | Technology | 0.16% | 68,746 | -27,022 | -28.22% | $23,232,650 |
| On Holding AG | ONON | Other | 0.16% | 672,474 | +580,265 | +629.29% | $22,877,565 |
| Alphabet Inc | GOOG | Communication Services | 0.15% | 75,571 | +10,941 | +16.93% | $21,678,297 |
| Abbott Laboratories | ABT | Healthcare | 0.15% | 206,569 | +78,379 | +61.14% | $21,208,439 |
| Nextpower Inc | NXT | Technology | 0.15% | 175,688 | +175,688 | +100.00% | $21,179,188 |
| GE Vernova Inc | GEV | Utilities | 0.15% | 23,937 | +9,800 | +69.32% | $20,894,810 |
| McCormick & Co Inc/MD | MKC | Consumer Defensive | 0.14% | 389,393 | -86,377 | -18.16% | $19,640,983 |
| Agree Realty Corp | ADC | Real Estate | 0.14% | 260,000 | +60,000 | +30.00% | $19,598,800 |
| Citigroup Inc | C | Financial Services | 0.14% | 172,784 | +34,809 | +25.23% | $19,595,433 |
| Uber Technologies Inc | UBER | Technology | 0.14% | 269,760 | -5,200 | -1.89% | $19,403,837 |
| Mitek Systems Inc | MITK | Technology | 0.13% | 1,433,524 | +138,524 | +10.70% | $19,352,574 |
| Dole PLC | G27907107 | Other | 0.13% | 1,344,132 | -240,342 | -15.17% | $19,207,646 |