Impax Asset Management Group PLC
CIK:0001749768
Investment Adviser
$22B AUM
280 holdings
London, United Kingdom
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
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)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LIN | Linde PLC | 5.12% | $890.1M | 1,900,131 | $364.50 | $469.18 | +$55.7M |
M MSFT | Microsoft Corp | 4.52% | $785.9M | 1,583,966 | $222.60 | $497.41 | +$94.1M |
X XYL | Xylem Inc/NY | 4.08% | $709.2M | 5,499,688 | $112.13 | $129.36 | +$133.0M |
N NVDA | NVIDIA Corp | 3.46% | $601.0M | 3,814,715 | $112.45 | $157.99 | +$144.6M |
P PNR | Pentair PLC | 2.60% | $451.8M | 4,409,532 | $45.99 | $102.66 | +$17.9M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+12.2%
SEMICONDUCTORS & RELATED DEVICES
+9.0%
PUMPS & PUMPING EQUIPMENT
+6.1%
INDUSTRIAL INORGANIC CHEMICALS
+5.1%
LABORATORY ANALYTICAL INSTRUMENTS
+3.8%