Impax Asset Management Group Plc Top Holdings and 13F Report (2026) About Impax Asset Management Group PlcInvestment ActivityImpax Asset Management Group Plc has $15.37 billion in total holdings as of June 30, 2026.Impax Asset Management Group Plc owns shares of 284 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 17.19% of the portfolio was purchased this quarter.About 17.92% of the portfolio was sold this quarter.This quarter, Impax Asset Management Group Plc has purchased 287 new stocks and bought additional shares in 127 stocks.Impax Asset Management Group Plc sold shares of 110 stocks and completely divested from 12 stocks this quarter.Largest Holdings KLA $749,014,292NVIDIA $744,886,125Linde PLC $736,553,914Xylem $528,278,564Microsoft $503,818,627 Largest New Holdings this Quarter 056525108 - Badger Meter $140,322,076 Holding881624209 - Teva Pharmaceutical Industries $18,113,569 Holding989207105 - Zebra Technologies $15,137,450 Holding29444U700 - Equinix $13,904,440 Holding59001A102 - Meritage Homes $8,968,680 Holding Largest Purchases this Quarter KLA 2,118,775 shares (about $639.26M)Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp 45,582,049 shares (about $263.46M)Veralto Corp 1,810,492 shares (about $160.55M)Cintas 909,746 shares (about $154.73M)Amphenol 850,769 shares (about $150.01M) Largest Sales this Quarter Marvell Technology 1,653,911 shares (about $492.68M)eBay 2,224,045 shares (about $248.54M)Linde PLC 292,437 shares (about $151.76M)AAON 1,093,123 shares (about $138.67M)Vertiv 354,980 shares (about $118.85M) 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 PortfolioSectorKLACKLA$749,014,292$639,255,526 â–²582.4%2,482,5644.9%TechnologyNVDANVIDIA$744,886,125$16,341,548 â–²2.2%3,722,7564.8%TechnologyLinde PLC$736,553,914$151,757,269 â–¼-17.1%1,419,3434.8%Common StockXYLXylem$528,278,564$13,779,030 â–¼-2.5%4,468,9843.4%IndustrialsMSFTMicrosoft$503,818,627$60,340,077 â–²13.6%1,350,6483.3%TechnologyAWKAmerican Water Works$471,529,035$100,838,570 â–²27.2%3,583,5923.1%UtilitiesVeralto Corp$459,946,666$160,554,414 â–²53.6%5,186,5893.0%Common StockCTASCintas$410,456,170$154,729,560 â–²60.5%2,413,3132.7%IndustrialsWCNWaste Connections$329,883,893$23,069,554 â–¼-6.5%1,979,0272.1%IndustrialsSBSCompanhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$302,435,084$263,464,243 â–²676.1%52,324,4092.0%UtilitiesWMSAdvanced Drainage Systems$289,739,056$12,802,913 â–¼-4.2%1,845,9421.9%IndustrialsECLEcolab$275,375,059$35,967,437 â–²15.0%988,3891.8%MaterialsHUBBHubbell$254,722,429$102,497,976 â–¼-28.7%486,8551.7%IndustrialsAptiv PLC$250,879,307$30,949,266 â–¼-11.0%4,087,3141.6%Common StockVRTVertiv$244,252,006$118,854,312 â–¼-32.7%729,5031.6%IndustrialsAAgilent Technologies$222,484,548$22,474,970 â–¼-9.2%1,674,9571.4%HealthcareIEXIDEX$218,325,851$3,189,555 â–²1.5%962,0001.4%IndustrialsWTSWatts Water Technologies$212,718,627$17,462,584 â–¼-7.6%543,4121.4%IndustrialsAPHAmphenol$210,752,550$150,007,518 â–²246.9%1,195,2851.4%TechnologyCNMCore & Main$202,824,569$65,246,111 â–²47.4%4,203,6181.3%IndustrialsMRVLMarvell Technology$196,692,187$492,683,268 â–¼-71.5%660,2851.3%TechnologyRNRRenaissanceRe$195,027,101$7,064,330 â–¼-3.5%615,4221.3%FinanceAOSA. O. Smith$176,476,079$91,853,816 â–¼-34.2%2,813,7131.1%IndustrialsAMATApplied Materials$175,567,613$12,124,715 â–¼-6.5%242,8321.1%TechnologyITRIItron$166,735,082$23,038,006 â–¼-12.1%1,926,9051.1%TechnologyMASMasco$165,322,277$28,107,314 â–¼-14.5%2,031,7351.1%IndustrialsMAMastercard$163,150,690$19,602,571 â–²13.7%317,6611.1%FinanceCDNSCadence Design Systems$160,120,144$62,585,360 â–¼-28.1%426,6231.0%TechnologyPNRPentair$159,989,630$28,505,251 â–²21.7%2,087,0031.0%IndustrialsTE Connectivity PLC$153,770,303$3,701,356 â–²2.5%762,7121.0%Common StockWABWabtec$150,640,917$64,813,740 â–²75.5%558,7571.0%IndustrialsACMAECOM$148,558,062$52,047,906 â–²53.9%2,128,3391.0%IndustrialsSNPSSynopsys$148,509,506$7,764,287 â–²5.5%332,9291.0%TechnologyDEDeere & Company$145,978,073$134,222,693 â–²1,141.8%230,1300.9%IndustrialsBMIBadger Meter$140,322,076$140,322,076 â–²New Holding945,6940.9%TechnologyZWSZurn Elkay Water Solutions Cor$133,083,792$1,243,846 â–²0.9%2,633,7580.9%IndustrialsVMIValmont Industries$130,583,808$574,712 â–¼-0.4%226,0800.8%IndustrialsFELEFranklin Electric$126,010,635$12,972,884 â–¼-9.3%1,175,5820.8%IndustrialsUNPUnion Pacific$123,854,082$79,660,621 â–¼-39.1%455,3460.8%IndustrialsPinnacle Financial Partners In$115,241,277$73,432,771 â–²175.6%1,142,3600.7%Common StockTTEKTetra Tech$113,587,997$2,937,160 â–²2.7%3,931,7410.7%IndustrialsAAPLApple$105,041,731$16,875,765 â–¼-13.8%363,0140.7%TechnologyNEENextEra Energy$103,189,632$99,213,826 â–²2,495.4%1,175,6820.7%UtilitiesQXO Inc$101,278,119$19,836,314 â–²24.4%5,861,0030.7%Common StockTTTrane Technologies$99,237,555$13,143,396 â–¼-11.7%202,0480.6%IndustrialsADSKAutodesk$97,349,647$33,658,330 â–²52.8%500,7190.6%TechnologySITESiteOne Landscape Supply$95,693,668$1,370,632 â–²1.5%836,4100.6%IndustrialsLFUSLittelfuse$89,820,577$67,589,113 â–¼-42.9%197,2650.6%TechnologyMPWRMonolithic Power Systems$87,678,948$34,599,089 â–¼-28.3%63,4270.6%TechnologyCFGCitizens Financial Group$77,494,617$11,801,400 â–¼-13.2%1,105,9600.5%FinanceMWAMueller Water Products$76,649,776$495,678 â–²0.7%2,967,4710.5%IndustrialsGNRCGenerac$75,147,344$23,371,801 â–¼-23.7%256,6420.5%IndustrialsCARRCarrier Global$67,361,266$18,917,185 â–¼-21.9%918,3540.4%IndustrialsTREXTrex$65,267,122$23,121,933 â–¼-26.2%1,304,2990.4%IndustrialsNXTNextpower$60,084,618$39,153,173 â–²187.1%504,3200.4%IndustrialsTMOThermo Fisher Scientific$59,371,051$331,900 â–²0.6%118,4200.4%HealthcareGOOGLAlphabet$58,495,036$11,168,170 â–¼-16.0%163,6820.4%Communication ServicesISRGIntuitive Surgical$57,022,938$3,624,058 â–²6.8%143,3890.4%HealthcareMarsh & McLennan Cos Inc$56,643,466$318,340 â–²0.6%339,8540.4%Common StockORAOrmat Technologies$55,862,651$22,880,435 â–¼-29.1%512,9720.4%UtilitiesEBAYeBay$54,957,499$248,536,877 â–¼-81.9%491,7900.4%Consumer DiscretionaryAMZNAmazon.com$54,832,262$16,399,222 â–¼-23.0%230,0590.4%Consumer DiscretionaryRGENRepligen$54,100,234$5,724,340 â–¼-9.6%396,5130.4%HealthcareAVGOBroadcom$53,760,247$10,529,026 â–¼-16.4%142,3170.3%TechnologyNVTnVent Electric$51,467,815$38,063,367 â–¼-42.5%303,4480.3%IndustrialsTRMBTrimble$50,333,227$1,094,382 â–²2.2%983,4550.3%TechnologyBSYBentley Systems$49,539,596$603,509 â–¼-1.2%1,657,3970.3%TechnologyBSXBoston Scientific$49,474,058$8,552,474 â–¼-14.7%1,159,1860.3%HealthcareNOWServiceNow$46,856,685$1,744,250 â–²3.9%471,9650.3%TechnologyPGRProgressive$44,747,953$3,622,993 â–¼-7.5%204,8430.3%FinanceMTDMettler-Toledo International$44,631,805$3,083,870 â–²7.4%34,9370.3%HealthcareVCTRVictory Capital$44,131,500$10,507,500 â–¼-19.2%525,0000.3%FinanceAAONAAON$43,533,851$138,673,390 â–¼-76.1%343,1650.3%IndustrialsTYLTyler Technologies$41,860,385$6,175,293 â–¼-12.9%143,1320.3%TechnologyLGNDLigand Pharmaceuticals$41,091,700$7,094,324 â–¼-14.7%130,0000.3%HealthcareLLYEli Lilly and Company$38,905,911$8,254,477 â–¼-17.5%32,4370.3%HealthcareONONON$36,584,822$12,765,793 â–²53.6%1,032,8860.2%Consumer DiscretionaryURIUnited Rentals$35,880,720$16,528,786 â–¼-31.5%31,6720.2%IndustrialsMUMicron Technology$34,939,204$1,831,858 â–²5.5%30,2690.2%TechnologyMELIMercadoLibre$34,285,581$782,497 â–²2.3%20,1990.2%Consumer DiscretionaryJNJJohnson & Johnson$34,122,647$4,327,903 â–²14.5%134,3570.2%HealthcarePTCPTC$33,331,015$715,516 â–¼-2.1%293,3810.2%TechnologyHDBHDFC Bank$31,602,540$1,323,297 â–¼-4.0%1,223,4820.2%FinanceLam Research Corp$28,791,745$1,140,958 â–¼-3.8%66,4430.2%Common StockEBCEastern Bankshares$28,356,0000.0%1,275,0000.2%FinanceGILDGilead Sciences$28,333,008$1,698,894 â–²6.4%224,2600.2%HealthcareGOOGAlphabet$28,043,095$1,341,594 â–²5.0%79,3680.2%Communication ServicesAMDAdvanced Micro Devices$27,563,018$1,376,176 â–¼-4.8%47,4480.2%TechnologyMITKMitek Systems$27,347,088$1,509,750 â–¼-5.2%1,358,5240.2%TechnologyINTCIntel$27,085,148$4,359,528 â–²19.2%193,9780.2%TechnologyNBIXNeurocrine Biosciences$26,965,600$14,325,475 â–²113.3%160,0000.2%HealthcareMRKMerck & Co., Inc.$26,238,929$6,843,525 â–²35.3%204,1940.2%HealthcareWMWaste Management$25,688,483$367,752 â–¼-1.4%115,2570.2%IndustrialsAcadian Asset Management Inc$25,032,000$33,852,061 â–¼-57.5%350,0000.2%Common StockABTAbbott Laboratories$24,713,765$5,969,694 â–²31.8%272,3580.2%HealthcareORCLOracle$24,244,060$3,835,653 â–¼-13.7%165,4320.2%TechnologyCCitigroup$24,167,733$15,116 â–¼-0.1%172,6760.2%FinanceTDCTeradata$23,718,930$4,764,375 â–²25.1%684,5290.2%TechnologySIBNSiBone$23,256,1630.0%1,425,0100.2%HealthcareVVisa$22,502,244$3,928,724 â–²21.2%65,5870.1%FinanceShowing largest 100 holdings. 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