Impax Asset Management Group Plc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 295
Total Value: 16605228861
Accession Number: 0001749768-25-000042
Form Type: 13F-HR
CIK: 0001749768
Manager Name: Impax Asset Management Group Plc

Data Enrichment

99% identified

292 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $16,605,228.861K total value

295 positions

Manager:

SEC FilingSEC DataHachi Filing

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RAYONIER INC

RYN|754907103

5227844(-12.3%)

Value:

$144.7B(-6.5%)

AECOM

ACM|00766T100

1503370(-2.2%)

Value:

$139.4B(-15.1%)

Mastercard Inc

MA|57636Q104

254793(-69.2%)

Value:

$138.3B(-68.2%)

ORACLE CORP

ORCL|68389X105

990041(-51.0%)

Value:

$137.3B(-59.1%)

VISA INC.

V|92826C839

384284(-60.8%)

Value:

$133.8B(-56.8%)

Zurn Elkay Water Solutions Corp

ZWS|98983L108

4016374(-1.8%)

Value:

$132.5B(-13.2%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

509008(-58.8%)

Value:

$128.7B(-65.3%)

AMPHENOL CORP /DE/

APH|032095101

1951265

Value:

$128.0B

SiteOne Landscape Supply, Inc.

SITE|82982L103

1010816(-2.2%)

Value:

$122.8B(-9.9%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

208618(-12.3%)

Value:

$120.1B(-14.1%)

LITTELFUSE INC /DE

LFUS|537008104

566393(-14.7%)

Value:

$110.6B(-28.9%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

440881(-71.6%)

Value:

$106.4B(-67.6%)

GENERAC HOLDINGS INC.

GNRC|368736104

835399(-0.9%)

Value:

$105.0B(-19.2%)

Trane Technologies plc

TT|G8994E103

308053(-27.9%)

Value:

$103.8B(-34.2%)

REPLIGEN CORP

RGEN|759916109

804511(-23.5%)

Value:

$101.5B(-32.5%)

Mueller Water Products, Inc.

MWA|624758108

3967669(-13.4%)

Value:

$100.9B(-2.1%)

Waste Connections, Inc.

WCN|94106B101

516905(+69.3%)

Value:

$99.6B(+92.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

192838(-69.1%)

Value:

$95.0B(-70.7%)

BENTLEY SYSTEMS INC

BSY|08265T208

2415979(-3.1%)

Value:

$94.3B(-18.5%)

CLEAN HARBORS INC

CLH|184496107

483253(+11.1%)

Value:

$94.0B(-4.9%)

Instrument	Shares		Other Manager	Value
Rayonier Inc(RYNcusip754907103)	5.2M	QoQ -12.34% (-736.1K) YoY -10.03% (-583.0K)	All Managers (Combined)	$144.7M	QoQ -6.49% (-$10.0M) YoY -24.77% (-$47.7M)
Aecom(ACMcusip00766T100)	1.5M	QoQ -2.19% (-33.8K) YoY -0.90% (-13.8K)	All Managers (Combined)	$139.4M	QoQ -15.09% (-$24.8M) YoY -6.31% (-$9.4M)
Mastercard Inc(MAcusip57636Q104)	254.8K	QoQ -69.24% (-573.7K) YoY -78.30% (-919.4K)	All Managers (Combined)	$138.3M	QoQ -68.20% (-$296.6M) YoY -75.48% (-$425.9M)
Oracle Corp(ORCLcusip68389X105)	990.0K	QoQ -51.03% (-1.0M) YoY -47.89% (-910.1K)	All Managers (Combined)	$137.3M	QoQ -59.14% (-$198.7M) YoY -42.38% (-$101.0M)
Visa Inc.(Vcusip92826C839)	384.3K	QoQ -60.84% (-597.3K) YoY -68.28% (-827.5K)	All Managers (Combined)	$133.8M	QoQ -56.77% (-$175.7M) YoY -60.36% (-$203.8M)
Zurn Elkay Water Solutions Corp(ZWScusip98983L108)	4.0M	QoQ -1.84% (-75.3K) YoY -55.39% (-5.0M)	All Managers (Combined)	$132.5M	QoQ -13.19% (-$20.1M) YoY -55.96% (-$168.3M)
Cadence Design Systems Inc(CDNScusip127387108)	509.0K	QoQ -58.83% (-727.5K) YoY -53.44% (-584.3K)	All Managers (Combined)	$128.7M	QoQ -65.28% (-$241.9M) YoY -62.12% (-$211.0M)
Amphenol Corp /De/(APHcusip032095101)	2.0M	QoQ NEW(+2.0M) YoY NEW(+2.0M)	All Managers (Combined)	$128.0M	QoQ NEW(+$128.0M) YoY NEW(+$128.0M)
Siteone Landscape Supply, Inc.(SITEcusip82982L103)	1.0M	QoQ -2.22% (-23.0K) YoY +24.54% (-199.2K)	All Managers (Combined)	$122.8M	QoQ -9.89% (-$13.5M) YoY -13.35% (-$18.9M)
Monolithic Power Systems Inc(MPWRcusip609839105)	208.6K	QoQ -12.31% (-29.3K) YoY -14.38% (-35.1K)	All Managers (Combined)	$120.1M	QoQ -14.13% (-$19.8M) YoY -26.83% (-$44.1M)
Littelfuse Inc /De(LFUScusip537008104)	566.4K	QoQ -14.74% (-98.0K) YoY -27.50% (-214.9K)	All Managers (Combined)	$110.6M	QoQ -28.91% (-$45.0M) YoY -41.29% (-$77.8M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	440.9K	QoQ -71.56% (-1.1M) YoY -70.68% (-1.1M)	All Managers (Combined)	$106.4M	QoQ -67.57% (-$221.8M) YoY -65.55% (-$202.6M)
Generac Holdings Inc.(GNRCcusip368736104)	835.4K	QoQ -0.95% (-8.0K) YoY -28.18% (-327.9K)	All Managers (Combined)	$105.0M	QoQ -19.17% (-$24.9M) YoY -28.06% (-$41.0M)
Trane Technologies Plc(TTcusipG8994E103)	308.1K	QoQ -27.90% (-119.3K) YoY -54.38% (-367.3K)	All Managers (Combined)	$103.8M	QoQ -34.23% (-$54.0M) YoY -48.80% (-$99.0M)
Repligen Corp(RGENcusip759916109)	804.5K	QoQ -23.52% (-247.4K) YoY +18.13% (-123.5K)	All Managers (Combined)	$101.5M	QoQ -32.45% (-$48.8M) YoY -18.49% (-$23.0M)
Mueller Water Products, Inc.(MWAcusip624758108)	4.0M	QoQ -13.38% (-613.1K) YoY -55.82% (-5.0M)	All Managers (Combined)	$100.9M	QoQ -2.14% (-$2.2M) YoY -30.21% (-$43.7M)
Waste Connections, Inc.(WCNcusip94106B101)	516.9K	QoQ +69.27% (+211.5K) YoY NEW(+516.9K)	All Managers (Combined)	$99.6M	QoQ +92.36% (+$47.8M) YoY NEW(+$99.6M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	192.8K	QoQ -69.10% (-431.3K) YoY -72.64% (-512.1K)	All Managers (Combined)	$95.0M	QoQ -70.66% (-$228.7M) YoY -76.76% (-$313.8M)
Bentley Systems Inc(BSYcusip08265T208)	2.4M	QoQ -3.09% (-77.1K) YoY NEW(+2.4M)	All Managers (Combined)	$94.3M	QoQ -18.47% (-$21.4M) YoY NEW(+$94.3M)
Clean Harbors Inc(CLHcusip184496107)	483.3K	QoQ +11.14% (-48.4K) YoY -14.56% (-82.4K)	All Managers (Combined)	$94.0M	QoQ -4.89% (-$4.8M) YoY -16.55% (-$18.6M)