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Impax Asset Management Group PLC

CIK:0001749768
Investment Adviser
$22B AUM
280 holdings
London, United Kingdom
Founded:1998
151 employees
Latest filing:Jun 30, 2025

Impax Asset Management Group plc is a specialist asset manager focused on sustainable investments, particularly in environmentally beneficial sectors.

Investment Strategy

Investments in environmental markets, renewable energy, water and waste management

Latest 13F Filing Activity

Impax Asset Management Group PLC filed their most recent 13F report on Jun 30, 2025 disclosing 276 equity positions with a total 13F market value of $17B. The fund increased holdings in Nvidia Corp., Zoetis Inc., Xylem Inc/ny among other positions. Impax Asset Management Group PLC reduced exposure to American Water Works Co. Inc., Waste Management Inc., Rayonier Inc. among others.

Top Buys
N
NVDANVIDIA Corp
+$144.6M
Z
ZTSZoetis Inc
+$141.0M
X
XYLXylem Inc/NY
+$133.0M
S
SNPSSynopsys Inc
+$108.4M
H
HUBBHubbell Inc
+$106.0M
Top Sells
A
AWKAmerican Water Works Co Inc
-$99.3M
W
WMWaste Management Inc
-$95.2M
R
RYNRayonier Inc
-$90.0M
C
CGNXCognex Corp
-$72.1M
A
AZEKAZEK Co Inc/The
-$66.4M

Top Holdings

L
LINLinde PLC
+5.1%$890.1M
M
MSFTMicrosoft Corp
+4.5%$785.9M
X
XYLXylem Inc/NY
+4.1%$709.2M
N
NVDANVIDIA Corp
+3.5%$601.0M
P
PNRPentair PLC
+2.6%$451.8M

Equity Positions (276)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Linde PLC5.12%$890.1M1,900,131$364.50$469.18+$55.7M
Microsoft Corp4.52%$785.9M1,583,966$222.60$497.41+$94.1M
Xylem Inc/NY4.08%$709.2M5,499,688$112.13$129.36+$133.0M
NVIDIA Corp3.46%$601.0M3,814,715$112.45$157.99+$144.6M
Pentair PLC2.60%$451.8M4,409,532$45.99$102.66+$17.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.4%
SEMICONDUCTORS & RELATED DEVICES
+8.2%
PUMPS & PUMPING EQUIPMENT
+6.4%
INDUSTRIAL INORGANIC CHEMICALS
+5.3%
INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS
+3.5%

Investment Team (12)

NameRoleLocationLinkedIn
A
Amber Fairbanks
Portfolio ManagerBoston, MA , United States
D
David Kinsley
Senior Portfolio ManagerNew Canaan, CT , United States
J
Joseph Cordi
Senior Research AnalystNew York, NY , United States
Pat Sullivan
Pat Sullivan
Research AnalystBoston, MA , United States
S
Shaun Yanosick
Senior High Yield TraderPortsmouth, NH , United States
Siddharth Jha
Siddharth Jha
Portfolio ManagerNew York, NY , United States
C
Christine Cappabianca
VP and Portfolio Manager, Systematic StrategiesBoston, MA , United States
D
Dawna Chen
Senior Portfolio ManagerLos Angeles, CA , United States
J
James McCurley
Equity Research Analyst - Large Cap. Tech.New York, NY , United States
M
Martin Villanueva
Senior AssociateNew York, NY , United States
Showing 1-10 of 12 team members