Impax Asset Management Group Plc Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Impax Asset Management Group PlcInvestment ActivityImpax Asset Management Group Plc has $26.13 billion in total holdings as of March 31, 2024.Impax Asset Management Group Plc owns shares of 308 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 5.60% of the portfolio was purchased this quarter.About 8.95% of the portfolio was sold this quarter.This quarter, Impax Asset Management Group Plc has purchased 366 new stocks and bought additional shares in 74 stocks.Impax Asset Management Group Plc sold shares of 154 stocks and completely divested from 65 stocks this quarter.Largest Holdings Microsoft $1,281,812,673Linde PLC $1,244,368,778American Water Works $812,388,042Pentair $787,686,910Cintas $611,065,780 Largest New Holdings this Quarter RenaissanceRe $279,334,330 HoldingCooper Cos Inc/The $182,289,529 HoldingRoivant Sciences $16,864,000 HoldingShoals Technologies Group $10,039,551 HoldingHyatt Hotels $938,725 Holding Largest Purchases this Quarter RenaissanceRe 1,190,845 shares (about $279.33M)Oracle 1,556,241 shares (about $195.14M)Cooper Cos Inc/The 1,800,912 shares (about $182.29M)American Water Works 1,065,173 shares (about $130.04M)NVIDIA 115,480 shares (about $104.34M) Largest Sales this Quarter Cintas 235,397 shares (about $161.49M)United Rentals 216,810 shares (about $156.13M)Trimble 1,622,218 shares (about $103.90M)Trane Technologies 297,905 shares (about $89.43M)Vertiv 883,994 shares (about $72.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpax Asset Management Group Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,281,812,673$600,956 ▲0.0%3,050,1294.9%Computer and TechnologyLinde PLC$1,244,368,778$60,745,825 ▼-4.7%2,683,0234.8%Common StockAWKAmerican Water Works$812,388,042$130,037,155 ▲19.1%6,654,5123.1%UtilitiesPNRPentair$787,686,910$56,435,605 ▼-6.7%9,235,7623.0%Industrial ProductsCTASCintas$611,065,780$161,489,674 ▼-20.9%890,7262.3%Industrial ProductsMAMastercard$564,142,882$11,180,755 ▼-1.9%1,174,2262.2%Business ServicesAMATApplied Materials$559,348,761$22,834,714 ▲4.3%2,715,8212.1%Computer and TechnologyAPTVAptiv$554,419,596$24,307,738 ▼-4.2%6,967,8852.1%Business ServicesTELTE Connectivity$538,485,579$9,120,098 ▼-1.7%3,712,0272.1%Computer and TechnologyIEXIDEX$478,848,255$55,736,364 ▼-10.4%1,962,3321.8%IndustrialsURIUnited Rentals$434,684,387$156,132,764 ▼-26.4%603,6141.7%ConstructionTMOThermo Fisher Scientific$408,740,001$28,244,987 ▼-6.5%704,9521.6%MedicalWMSAdvanced Drainage Systems$408,720,697$56,402,336 ▼-12.1%2,378,4821.6%ConstructionDHRDanaher$394,204,995$7,341,700 ▲1.9%1,581,8781.5%MedicalVeralto Corp$392,471,665$17,663,230 ▲4.7%4,433,3191.5%Common StockWMWaste Management$370,282,901$23,608,920 ▼-6.0%1,737,1941.4%Business ServicesMSCIMSCI$361,045,253$32,207,201 ▲9.8%645,5661.4%Computer and TechnologyHDBHDFC Bank$357,696,882$35,402,060 ▲11.0%6,405,4531.4%FinanceRSGRepublic Services$354,668,444$34,522,375 ▼-8.9%1,852,6351.4%Business ServicesIQVIQVIA$345,911,540$7,124,691 ▲2.1%1,370,6461.3%MedicalCDNSCadence Design Systems$339,705,778$33,589,667 ▼-9.0%1,093,2891.3%Computer and TechnologyVVisa$337,558,144$2,329,413 ▼-0.7%1,211,7481.3%Business ServicesWTSWatts Water Technologies$335,939,739$3,005,566 ▼-0.9%1,583,8171.3%Computer and TechnologyAAgilent Technologies$330,507,049$13,512,932 ▼-3.9%2,271,3701.3%Computer and TechnologyMMCMarsh & McLennan Companies$309,033,442$24,440,480 ▲8.6%1,503,7521.2%FinanceADIAnalog Devices$305,957,000$6,471,824 ▼-2.1%1,550,3441.2%Computer and TechnologyBSXBoston Scientific$305,095,691$8,405,962 ▲2.8%4,465,0661.2%MedicalZWSZurn Elkay Water Solutions$300,774,942$38,043,506 ▼-11.2%9,005,1261.2%Industrial ProductsAOSA. O. Smith$290,674,416$25,325,142 ▼-8.0%3,249,2111.1%Industrial ProductsRNRRenaissanceRe$279,334,330$279,334,330 ▲New Holding1,190,8451.1%FinanceSBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP$271,412,496$32,900,181 ▼-10.8%16,174,7431.0%UtilitiesADSKAutodesk$265,323,709$4,231,825 ▼-1.6%1,018,8301.0%Computer and TechnologyMTDMettler-Toledo International$264,277,040$7,528,445 ▲2.9%198,5121.0%Computer and TechnologyTXNTexas Instruments$260,463,462$9,293,407 ▼-3.4%1,495,1121.0%Computer and TechnologyCARRCarrier Global$256,365,217$64,136,457 ▲33.4%4,410,2051.0%Computer and TechnologyXYLXylem$254,838,275$516,314 ▼-0.2%1,971,8221.0%Industrial ProductsHUBBHubbell$249,060,299$31,645,487 ▼-11.3%600,0731.0%Industrial ProductsWATWaters$245,907,929$10,427,415 ▼-4.1%714,3710.9%MedicalBDXBecton, Dickinson and Company$243,342,330$16,263,355 ▲7.2%985,7820.9%MedicalORCLOracle$238,268,353$195,139,846 ▲452.5%1,900,1910.9%Computer and TechnologyVMIValmont Industries$214,895,487$31,733,659 ▲17.3%941,3680.8%Industrial ProductsANSSANSYS$208,509,156$5,203,581 ▲2.6%600,6140.8%Computer and TechnologyPTCPTC$205,271,785$27,224,265 ▼-11.7%1,093,2290.8%Computer and TechnologyMASMasco$204,760,727$37,709,057 ▼-15.6%2,595,8510.8%ConstructionTTTrane Technologies$202,751,778$89,431,081 ▼-30.6%675,3890.8%Business ServicesECLEcolab$200,984,596$31,139,405 ▼-13.4%870,4400.8%Basic MaterialsSTESTERIS$198,718,623$17,427,477 ▼-8.1%887,1340.8%MedicalRYNRayonier$192,325,277$24,898,689 ▼-11.5%5,810,8310.7%ConstructionLFUSLittelfuse$188,377,928$11,438,779 ▲6.5%781,2590.7%Computer and TechnologyCooper Cos Inc/The$182,289,529$182,289,529 ▲New Holding1,800,9120.7%Common StockORAOrmat Technologies$179,042,163$5,277,139 ▲3.0%2,718,3020.7%Oils/EnergyTRMBTrimble$175,971,052$103,900,162 ▼-37.1%2,747,4780.7%Computer and TechnologyCHEChemed$170,733,480$4,478,746 ▲2.7%265,9690.7%MedicalDARDarling Ingredients$165,571,833$10,027,785 ▼-5.7%3,575,5400.6%Consumer StaplesMPWRMonolithic Power Systems$164,203,221$39,067,351 ▼-19.2%243,6820.6%Computer and TechnologySRCLStericycle$163,556,703$713,698 ▼-0.4%3,125,3940.6%Business ServicesCGNXCognex$162,875,620$42,276,493 ▲35.1%3,839,5950.6%Computer and TechnologyCCKCrown$154,364,002$5,214,198 ▼-3.3%1,947,5650.6%Industrial ProductsACMAECOM$148,800,7970.0%1,517,1370.6%ConstructionGNRCGenerac$145,948,395$847,870 ▲0.6%1,163,2910.6%Computer and TechnologyMWAMueller Water Products$144,529,825$55,719,155 ▼-27.8%8,982,5870.6%Industrial ProductsGPKGraphic Packaging$142,857,576$22,294,503 ▼-13.5%4,928,9430.5%Industrial ProductsALTRAltair Engineering$142,138,540$20,591,321 ▼-12.7%1,659,4490.5%ConstructionSITESiteOne Landscape Supply$141,669,667$17,952,991 ▼-11.2%811,6280.5%Industrial ProductsAAPLApple$141,323,356$31,200,272 ▼-18.1%824,1390.5%Computer and TechnologyLIILennox International$140,965,715$14,563,530 ▼-9.4%289,9260.5%ConstructionGOOGLAlphabet$127,153,393$9,793,093 ▲8.3%842,4660.5%Computer and TechnologyIFFInternational Flavors & Fragrances$126,162,034$10,981,869 ▼-8.0%1,467,1710.5%Consumer StaplesKLACKLA$125,834,113$25,847 ▲0.0%180,1310.5%Computer and TechnologyRGENRepligen$124,514,760$42,381,495 ▼-25.4%681,0200.5%MedicalNVDANVIDIA$124,025,356$104,343,109 ▲530.1%137,2630.5%Computer and TechnologyCLHClean Harbors$112,647,238$645,077 ▲0.6%565,6140.4%Business ServicesBMIBadger Meter$107,722,904$1,664,665 ▼-1.5%669,2460.4%Computer and TechnologyFELEFranklin Electric$105,875,4130.0%991,2500.4%Industrial ProductsMKCMcCormick & Company, Incorporated$95,288,335$13,618,336 ▲16.7%1,240,5720.4%Consumer StaplesAZEKAZEK$91,690,521$9,820,764 ▼-9.7%1,842,4440.4%ConstructionMRKMerck & Co., Inc.$83,847,100$24,859,380 ▼-22.9%635,4460.3%MedicalJPMJPMorgan Chase & Co.$81,836,972$937,003 ▲1.2%408,5720.3%FinanceDISWalt Disney$80,932,575$3,780,924 ▼-4.5%661,4300.3%Consumer DiscretionaryVOYAVoya Financial$77,070,470$609,323 ▼-0.8%1,042,6200.3%Financial ServicesABTAbbott Laboratories$76,843,480$22,751,209 ▼-22.8%676,0820.3%MedicalVRTVertiv$70,121,372$72,195,790 ▼-50.7%858,5940.3%Computer and TechnologyPGProcter & Gamble$68,554,519$1,495,296 ▼-2.1%422,5240.3%Consumer StaplesHRIHerc$66,643,939$14,389,108 ▼-17.8%399,5920.3%TransportationCRMSalesforce$66,180,088$1,237,850 ▼-1.8%219,7360.3%Computer and TechnologySEDGSolarEdge Technologies$66,048,381$1,353,456 ▼-2.0%935,1020.3%Oils/EnergyCSLCarlisle Companies$62,551,407$16,021,179 ▼-20.4%159,6310.2%Multi-Sector ConglomeratesBALLBall$59,121,535$4,659,965 ▼-7.3%877,6950.2%Industrial ProductsDCIDonaldson$58,598,932$4,849,868 ▼-7.6%793,2940.2%Industrial ProductsNOWServiceNow$57,471,999$9,790,741 ▼-14.6%75,3830.2%Computer and TechnologyCMECME Group$55,793,049$2,455,382 ▼-4.2%259,1530.2%FinanceFERGFerguson$55,651,159$8,411,084 ▼-13.1%254,7780.2%Industrial ProductsHLTHilton Worldwide$54,885,730$1,800,763 ▼-3.2%257,3050.2%Consumer DiscretionaryMRVLMarvell Technology$54,549,815$609,497 ▼-1.1%769,6080.2%Business ServicesCVSCVS Health$52,595,977$5,876,477 ▼-10.0%659,4280.2%Retail/WholesaleTREXTrex$50,832,002$18,545,321 ▼-26.7%509,5940.2%ConstructionTGTTarget$49,327,112$8,235,303 ▼-14.3%278,3540.2%Retail/WholesaleCLColgate-Palmolive$48,873,557$5,868,649 ▼-10.7%542,7380.2%Consumer StaplesLOWLowe's Companies$47,086,841$504,111 ▼-1.1%184,8500.2%Retail/WholesaleAVTRAvantor$46,692,073$501,607 ▼-1.1%1,826,0490.2%MedicalShowing largest 100 holdings. 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