Impax Asset Management Group Plc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Impax Asset Management Group Plc disclosed 280 stock positions valued at approximately $15.37B as of quarter-end June 30, 2026. The largest holdings include KLA Corp, NVIDIA Corp, and Linde PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 280
- Portfolio Value
- $15.37B
Holdings by Sector
Impax Asset Management Group Plc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KLA Corp | KLAC | Technology | 4.87% | 2,482,564 | +2,118,775 | +582.42% | $749,014,292 |
| NVIDIA Corp | NVDA | Technology | 4.85% | 3,722,756 | +81,671 | +2.24% | $744,886,125 |
| Linde PLC | LIN | Other | 4.79% | 1,419,343 | -292,437 | -17.08% | $736,553,914 |
| Xylem Inc/NY | XYL | Industrials | 3.44% | 4,468,984 | -116,564 | -2.54% | $528,278,564 |
| Microsoft Corp | MSFT | Technology | 3.28% | 1,350,648 | +161,761 | +13.61% | $503,818,627 |
| American Water Works Co Inc | AWK | Utilities | 3.07% | 3,583,592 | +766,367 | +27.20% | $471,529,035 |
| Veralto Corp | VLTO | Industrials | 2.99% | 5,186,589 | +1,810,492 | +53.63% | $459,946,666 |
| Cintas Corp | CTAS | Industrials | 2.67% | 2,413,313 | +909,746 | +60.51% | $410,456,170 |
| Waste Connections Inc | WCN | Industrials | 2.15% | 1,979,027 | -138,398 | -6.54% | $329,883,893 |
| Cia de Saneamento Basico do Es | SBS | Utilities | 1.97% | 52,324,409 | +45,582,049 | +676.05% | $302,435,084 |
| Advanced Drainage Systems Inc | WMS | Industrials | 1.89% | 1,845,942 | -81,568 | -4.23% | $289,739,056 |
| Ecolab Inc | ECL | Basic Materials | 1.79% | 988,389 | +129,096 | +15.02% | $275,375,059 |
| Hubbell Inc | HUBB | Industrials | 1.66% | 486,855 | -195,906 | -28.69% | $254,722,429 |
| Aptiv PLC | APTV | Other | 1.63% | 4,087,314 | -504,224 | -10.98% | $250,879,307 |
| Vertiv Holdings Co | VRT | Industrials | 1.59% | 729,503 | -354,980 | -32.73% | $244,252,006 |
| Agilent Technologies Inc | A | Healthcare | 1.45% | 1,674,957 | -169,201 | -9.17% | $222,484,548 |
| IDEX Corp | IEX | Industrials | 1.42% | 962,000 | +14,054 | +1.48% | $218,325,851 |
| Watts Water Technologies Inc | WTS | Industrials | 1.38% | 543,412 | -44,610 | -7.59% | $212,718,627 |
| Amphenol Corp | APH | Technology | 1.37% | 1,195,285 | +850,769 | +246.95% | $210,752,550 |
| Core & Main Inc | CNM | Industrials | 1.32% | 4,203,618 | +1,352,251 | +47.42% | $202,824,569 |
| Marvell Technology Inc | MRVL | Technology | 1.28% | 660,285 | -1,653,911 | -71.47% | $196,692,187 |
| A O Smith Corp | AOS | Industrials | 1.15% | 2,813,713 | -1,464,506 | -34.23% | $176,476,079 |
| Applied Materials Inc | AMAT | Technology | 1.14% | 242,832 | -16,770 | -6.46% | $175,567,613 |
| Itron Inc | ITRI | Technology | 1.08% | 1,926,905 | -266,243 | -12.14% | $166,735,082 |
| Masco Corp | MAS | Industrials | 1.08% | 2,031,735 | -345,426 | -14.53% | $165,322,277 |
| Mastercard Inc | MA | Financial Services | 1.06% | 317,661 | +38,167 | +13.66% | $163,150,690 |
| Cadence Design Systems Inc | CDNS | Technology | 1.04% | 426,623 | -166,752 | -28.10% | $160,120,144 |
| Pentair PLC | PNR | Industrials | 1.04% | 2,087,003 | +371,840 | +21.68% | $159,989,630 |
| TE Connectivity PLC | TEL | Other | 1.00% | 762,712 | +18,359 | +2.47% | $153,770,303 |
| Westinghouse Air Brake Technol | WAB | Industrials | 0.98% | 558,757 | +240,407 | +75.52% | $150,640,917 |
Showing 30 of 280 holdings in the latest reporting period.