Impax Asset Management Group

Impax Asset Management Group as of June 30, 2025

Portfolio Holdings for Impax Asset Management Group

Impax Asset Management Group holds 280 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Linde Common Stock (LIN) 5.1 $890M 1.9M 468.43
Microsoft Corp Common Stock (MSFT) 4.5 $786M 1.6M 496.14
Xylem Common Stock (XYL) 4.1 $709M 5.5M 128.95
NVIDIA Corp Common Stock (NVDA) 3.5 $601M 3.8M 157.56
Pentair Common Stock (PNR) 2.6 $452M 4.4M 102.45
Hubbell Common Stock (HUBB) 2.4 $409M 1.0M 406.61
Veralto Corp Common Stock (VLTO) 2.1 $372M 3.7M 100.73
Agilent Technologies Common Stock (A) 2.1 $357M 3.0M 118.01
Advanced Drainage Systems Common Stock (WMS) 2.0 $349M 3.0M 114.56
IDEX Corp Common Stock (IEX) 2.0 $345M 2.0M 175.57
Synopsys Common Stock (SNPS) 1.8 $316M 618k 510.44
KLA Corp Common Stock (KLAC) 1.8 $308M 345k 893.20
A O Smith Corp Common Stock (AOS) 1.8 $308M 4.7M 65.57
RenaissanceRe Holdings Common Stock (RNR) 1.7 $296M 1.2M 242.20
eBay Common Stock (EBAY) 1.6 $283M 3.8M 74.22
TE Connectivity Common Stock (TEL) 1.6 $279M 1.7M 168.12
Marvell Technology Common Stock (MRVL) 1.5 $262M 3.4M 77.06
Waste Management Common Stock (WM) 1.5 $255M 1.1M 228.82
Applied Materials Common Stock (AMAT) 1.4 $244M 1.3M 182.47
American Water Works Common Stock (AWK) 1.4 $241M 1.7M 139.11
Watts Water Technologies Common Stock (WTS) 1.2 $215M 878k 245.07
Oracle Corp Common Stock (ORCL) 1.2 $208M 958k 216.80
Cintas Corp Common Stock (CTAS) 1.2 $202M 909k 221.92
Mettler-Toledo International I Common Stock (MTD) 1.2 $201M 171k 1174.72
Cia de Saneamento Basico do Es Adr (SBS) 1.2 $200M 9.1M 21.89
Aptiv Common Stock (APTV) 1.1 $199M 2.9M 68.08
Carrier Global Corp Common Stock (CARR) 1.1 $197M 2.7M 73.19
Texas Instruments Common Stock (TXN) 1.1 $195M 940k 207.62
Core & Main Common Stock (CNM) 1.1 $194M 3.2M 60.35
Zoetis Common Stock (ZTS) 1.1 $183M 1.2M 155.23
Zurn Elkay Water Solutions Cor Common Stock (ZWS) 1.0 $180M 4.9M 36.57
Mastercard Common Stock (MA) 1.0 $178M 319k 557.38
Ecolab Common Stock (ECL) 1.0 $176M 653k 269.44
Aecom Common Stock (ACM) 1.0 $171M 1.5M 112.86
Autodesk Common Stock (ADSK) 1.0 $170M 548k 309.57
Masco Corp Common Stock (MAS) 1.0 $170M 2.6M 64.36
Ormat Technologies Common Stock (ORA) 1.0 $168M 2.0M 83.14
Republic Services Common Stock (RSG) 1.0 $167M 676k 246.61
Trimble Common Stock (TRMB) 0.9 $160M 2.1M 75.31
Boston Scientific Corp Common Stock (BSX) 0.9 $154M 1.4M 106.46
Amphenol Corp Common Stock (APH) 0.8 $144M 1.5M 98.75
Cadence Design Systems Common Stock (CDNS) 0.8 $142M 464k 306.12
Union Pacific Corp Common Stock (UNP) 0.8 $140M 606k 230.08
Chemed Corp Common Stock (CHE) 0.7 $130M 268k 486.93
PTC Common Stock (PTC) 0.7 $128M 751k 170.85
Bentley Systems Common Stock (BSY) 0.7 $127M 2.4M 53.56
Monolithic Power Systems Common Stock (MPWR) 0.7 $126M 174k 725.97
SiteOne Landscape Supply Common Stock (SITE) 0.7 $122M 1.0M 120.94
Trane Technologies Common Stock (TT) 0.7 $119M 272k 437.41
Waste Connections Common Stock (WCN) 0.7 $117M 633k 184.15
Generac Holdings Common Stock (GNRC) 0.6 $113M 794k 142.05
Franklin Electric Common Stock (FELE) 0.6 $112M 1.2M 89.74
Ansys Common Stock (ANSS) 0.6 $112M 318k 351.22
Littelfuse Common Stock (LFUS) 0.6 $109M 484k 224.98
Cullen/Frost Bankers Common Stock (CFR) 0.6 $105M 823k 127.43
Marsh & McLennan Cos Common Stock (MMC) 0.6 $104M 482k 216.42
Visa Common Stock (V) 0.6 $104M 296k 352.57
Valmont Industries Common Stock (VMI) 0.6 $102M 314k 326.57
Danaher Corp Common Stock (DHR) 0.6 $102M 522k 195.95
Waters Corp Common Stock (WAT) 0.6 $96M 274k 349.04
Repligen Corp Common Stock (RGEN) 0.5 $94M 761k 123.19
Itron Common Stock (ITRI) 0.5 $92M 699k 131.63
ServiceNow Common Stock (NOW) 0.5 $90M 88k 1022.26
Clean Harbors Common Stock (CLH) 0.5 $81M 356k 228.08
Mueller Water Products Common Stock (MWA) 0.5 $81M 3.4M 24.04
Apple Common Stock (AAPL) 0.5 $81M 394k 205.17
Amazon.com Common Stock (AMZN) 0.5 $80M 363k 219.39
Analog Devices Common Stock (ADI) 0.5 $79M 337k 235.69
HDFC Bank Adr (HDB) 0.4 $72M 952k 75.70
Intuitive Surgical Common Stock (ISRG) 0.4 $72M 133k 538.25
Alphabet Common Stock (GOOGL) 0.4 $71M 403k 176.23
Thermo Fisher Scientific Common Stock (TMO) 0.4 $68M 171k 401.32
nVent Electric Common Stock (NVT) 0.4 $67M 926k 72.41
Progressive Corp/The Common Stock (PGR) 0.4 $63M 238k 266.86
Vertiv Holdings Common Stock (VRT) 0.3 $61M 472k 128.41
JPMorgan Chase & Co Common Stock (JPM) 0.3 $59M 205k 289.91
Donaldson Common Stock (DCI) 0.3 $57M 831k 68.37
Rayonier Reit (RYN) 0.3 $55M 2.5M 22.03
Trex Common Stock (TREX) 0.3 $55M 1.0M 54.38
Eli Lilly & Co Common Stock (LLY) 0.3 $54M 69k 779.53
Graphic Packaging Holding Common Stock (GPK) 0.3 $49M 2.3M 20.92
Darling Ingredients Common Stock (DAR) 0.3 $45M 1.2M 37.94
Aaon Common Stock (AAON) 0.2 $43M 587k 72.73
McCormick & Co Common Stock (MKC) 0.2 $39M 510k 75.82
Victory Capital Holdings Common Stock (VCTR) 0.2 $38M 600k 63.67
Broadcom Common Stock (AVGO) 0.2 $38M 138k 275.65
United Rentals Common Stock (URI) 0.2 $36M 48k 753.41
Acadian Asset Management Common Stock (AAMI) 0.2 $35M 1.0M 35.24
Gilead Sciences Common Stock (GILD) 0.2 $33M 295k 110.87
Carlisle Cos Common Stock (CSL) 0.2 $30M 81k 373.40
Ligand Pharmaceuticals Common Stock (LGND) 0.2 $30M 260k 113.68
Palo Alto Networks Common Stock (PANW) 0.2 $29M 144k 204.64
Walt Disney Co/The Common Stock (DIS) 0.2 $29M 230k 124.01
Chipotle Mexican Grill Common Stock (CMG) 0.2 $27M 475k 56.15
Ball Corp Common Stock (BALL) 0.2 $27M 474k 56.09
American Tower Corp Reit (AMT) 0.1 $25M 113k 221.02
Voya Financial Common Stock (VOYA) 0.1 $24M 340k 71.00
Colgate-Palmolive Common Stock (CL) 0.1 $23M 252k 90.90
Prologis Reit (PLD) 0.1 $23M 214k 105.12
Roivant Sciences Common Stock (ROIV) 0.1 $23M 2.0M 11.27
Uber Technologies Common Stock (UBER) 0.1 $22M 236k 93.30
Middleby Corp/The Common Stock (MIDD) 0.1 $22M 151k 144.00
Dole Common Stock (DOLE) 0.1 $21M 1.5M 13.99
Ulta Beauty Common Stock (ULTA) 0.1 $21M 46k 467.82
Sealed Air Corp Common Stock (SEE) 0.1 $21M 681k 31.03
AGCO Corp Common Stock (AGCO) 0.1 $20M 194k 103.16
Abbott Laboratories Common Stock (ABT) 0.1 $19M 142k 136.01
CNH Industrial NV Common Stock (CNH) 0.1 $18M 1.4M 12.96
Planet Fitness Common Stock (PLNT) 0.1 $17M 159k 109.05
CME Group Common Stock (CME) 0.1 $17M 63k 275.62
US Foods Holding Corp Common Stock (USFD) 0.1 $17M 223k 77.01
Ventas Reit (VTR) 0.1 $17M 269k 63.15
Citizens Financial Group Common Stock (CFG) 0.1 $17M 374k 44.75
Johnson & Johnson Common Stock (JNJ) 0.1 $16M 106k 152.75
Howard Hughes Holdings Common Stock (HHH) 0.1 $16M 235k 67.50
Ciena Corp Common Stock (CIEN) 0.1 $15M 190k 81.33
Intuit Common Stock (INTU) 0.1 $15M 20k 787.63
Extreme Networks Common Stock (EXTR) 0.1 $15M 855k 17.95
Neurocrine Biosciences Common Stock (NBIX) 0.1 $15M 115k 125.69
NetScout Systems Common Stock (NTCT) 0.1 $14M 580k 24.81
BJ's Wholesale Club Holdings I Common Stock (BJ) 0.1 $14M 129k 107.83
Citigroup Common Stock (C) 0.1 $14M 159k 85.12
Element Solutions Common Stock (ESI) 0.1 $13M 592k 22.65
Ferguson Enterprises Common Stock (FERG) 0.1 $13M 60k 217.75
Si-bone Common Stock (SIBN) 0.1 $13M 692k 18.82
Avantor Common Stock (AVTR) 0.1 $13M 964k 13.46
Eastern Bankshares Common Stock (EBC) 0.1 $13M 816k 15.27
Emerson Electric Common Stock (EMR) 0.1 $12M 93k 133.33
Merck & Co Common Stock (MRK) 0.1 $12M 147k 79.16
McDonald's Corp Common Stock (MCD) 0.1 $12M 40k 292.17
Pacira BioSciences Common Stock (PCRX) 0.1 $11M 470k 23.90
Pinnacle Financial Partners In Common Stock (PNFP) 0.1 $11M 100k 110.41
Otis Worldwide Corp Common Stock (OTIS) 0.1 $11M 110k 99.02
Procter & Gamble Co/The Common Stock (PG) 0.1 $11M 68k 159.32
Elevance Health Common Stock (ELV) 0.1 $11M 28k 388.96
S&P Global Common Stock (SPGI) 0.1 $11M 20k 527.29
Dycom Industries Common Stock (DY) 0.1 $11M 43k 244.39
Health Catalyst Common Stock (HCAT) 0.1 $10M 2.8M 3.77
Bank of New York Mellon Corp/T Common Stock (BK) 0.1 $10M 114k 91.11
Wyndham Hotels & Resorts Common Stock (WH) 0.1 $9.7M 120k 81.21
Cisco Systems Common Stock (CSCO) 0.1 $9.5M 137k 69.38
Merus NV Common Stock (MRUS) 0.1 $9.5M 180k 52.60
Lyft Common Stock (LYFT) 0.1 $9.5M 600k 15.76
Accenture Common Stock (ACN) 0.1 $9.4M 32k 298.89
Merit Medical Systems Common Stock (MMSI) 0.1 $9.3M 100k 93.48
Enpro Common Stock (NPO) 0.1 $9.2M 48k 191.55
Hewlett Packard Enterprise Common Stock (HPE) 0.1 $9.1M 447k 20.45
State Street Corp Common Stock (STT) 0.1 $9.1M 86k 106.34
Lindsay Corp Common Stock (LNN) 0.1 $9.1M 63k 144.25
Edison International Common Stock (EIX) 0.1 $9.0M 174k 51.60
Qualcomm Common Stock (QCOM) 0.1 $8.9M 56k 159.26
Prestige Consumer Healthcare I Common Stock (PBH) 0.1 $8.8M 110k 79.85
Coca-Cola Co/The Common Stock (KO) 0.1 $8.8M 124k 70.75
Autoliv Common Stock (ALV) 0.0 $8.5M 76k 111.90
Mitek Systems Common Stock (MITK) 0.0 $8.4M 850k 9.90
TriMas Corp Common Stock (TRS) 0.0 $8.3M 290k 28.61
Cummins Common Stock (CMI) 0.0 $8.3M 25k 327.50
Simply Good Foods Co/The Common Stock (SMPL) 0.0 $8.2M 259k 31.59
Fifth Third Bancorp Common Stock (FITB) 0.0 $8.1M 198k 41.13
WW Grainger Common Stock (GWW) 0.0 $8.1M 7.8k 1040.24
Workiva Common Stock (WK) 0.0 $7.8M 114k 68.45
MSA Safety Common Stock (MSA) 0.0 $7.6M 45k 167.53
WillScot Holdings Corp Common Stock (WSC) 0.0 $7.5M 275k 27.40
Onto Innovation Common Stock (ONTO) 0.0 $7.5M 74k 100.93
Starbucks Corp Common Stock (SBUX) 0.0 $7.4M 81k 91.63
Alphabet Common Stock (GOOG) 0.0 $7.4M 42k 177.39
Array Technologies Common Stock (ARRY) 0.0 $7.4M 1.3M 5.90
Marriott International Common Stock (MAR) 0.0 $7.4M 27k 273.21
General Mills Common Stock (GIS) 0.0 $7.3M 141k 51.81
Gates Industrial Corp Common Stock (GTES) 0.0 $7.3M 318k 23.03
Intel Corp Common Stock (INTC) 0.0 $7.3M 326k 22.40
Vital Farms Common Stock (VITL) 0.0 $7.1M 185k 38.52
Bristol-Myers Squibb Common Stock (BMY) 0.0 $7.0M 152k 46.29
Target Corp Common Stock (TGT) 0.0 $7.0M 71k 98.65
Lululemon Athletica Common Stock (LULU) 0.0 $7.0M 30k 237.58
Travere Therapeutics Common Stock (TVTX) 0.0 $7.0M 475k 14.80
Arcosa Common Stock (ACA) 0.0 $7.0M 81k 86.71
Cardinal Health Common Stock (CAH) 0.0 $7.0M 42k 168.00
A10 Networks Common Stock (ATEN) 0.0 $7.0M 360k 19.35
Prudential Financial Common Stock (PRU) 0.0 $6.9M 65k 107.44
Casella Waste Systems Common Stock (CWST) 0.0 $6.9M 60k 115.38
TechTarget Common Stock (TTGT) 0.0 $6.9M 889k 7.77
Taiwan Semiconductor Manufactu Adr (TSM) 0.0 $6.9M 30k 226.49
Home Depot Inc/The Common Stock (HD) 0.0 $6.7M 18k 366.64
CDW Corp Common Stock (CDW) 0.0 $6.7M 38k 178.59
Terreno Realty Corp Reit (TRNO) 0.0 $6.7M 120k 56.07
Estee Lauder Cos Inc/The Common Stock (EL) 0.0 $6.7M 83k 80.80
Enovis Corp Common Stock (ENOV) 0.0 $6.6M 211k 31.36
Warby Parker Common Stock (WRBY) 0.0 $6.6M 300k 21.93
Inspire Medical Systems Common Stock (INSP) 0.0 $6.5M 50k 129.77
Quanex Building Products Corp Common Stock (NX) 0.0 $6.4M 338k 18.90
Rivian Automotive Common Stock (RIVN) 0.0 $6.2M 450k 13.74
American Express Common Stock (AXP) 0.0 $6.1M 19k 318.98
Modine Manufacturing Common Stock (MOD) 0.0 $5.9M 60k 98.50
Agree Realty Corp Reit (ADC) 0.0 $5.8M 80k 73.06
Cytokinetics Common Stock (CYTK) 0.0 $5.8M 175k 33.04
Willis Towers Watson Common Stock (WTW) 0.0 $5.8M 19k 306.50
HP Common Stock (HPQ) 0.0 $5.6M 229k 24.46
Best Buy Common Stock (BBY) 0.0 $5.5M 82k 67.13
Columbia Sportswear Common Stock (COLM) 0.0 $5.5M 91k 61.08
Visteon Corp Common Stock (VC) 0.0 $5.4M 58k 93.30
MercadoLibre Common Stock (MELI) 0.0 $5.3M 2.0k 2613.63
MetLife Common Stock (MET) 0.0 $5.2M 65k 80.42
International Business Machine Common Stock (IBM) 0.0 $5.1M 17k 294.78
Amgen Common Stock (AMGN) 0.0 $5.1M 18k 279.21
Lennox International Common Stock (LII) 0.0 $5.0M 8.7k 573.24
Adobe Common Stock (ADBE) 0.0 $4.9M 13k 386.88
Eaton Corp Common Stock (ETN) 0.0 $4.8M 14k 356.99
Freshpet Common Stock (FRPT) 0.0 $4.8M 70k 67.96
IDEXX Laboratories Common Stock (IDXX) 0.0 $4.7M 8.9k 536.34
Hartford Insurance Group Inc/T Common Stock (HIG) 0.0 $4.7M 37k 126.87
PayPal Holdings Common Stock (PYPL) 0.0 $4.4M 59k 74.32
Salesforce Common Stock (CRM) 0.0 $4.3M 16k 272.69
Air Products and Chemicals Common Stock (APD) 0.0 $4.2M 15k 282.06
Biogen Common Stock (BIIB) 0.0 $4.2M 34k 125.59
8x8 Common Stock (EGHT) 0.0 $3.9M 2.0M 1.96
LPL Financial Holdings Common Stock (LPLA) 0.0 $3.8M 10k 374.97
NextEra Energy Common Stock (NEE) 0.0 $3.4M 49k 69.42
iShares iBoxx $ High Yield Cor Etp (HYG) 0.0 $3.2M 40k 80.65
Deckers Outdoor Corp Common Stock (DECK) 0.0 $3.1M 30k 103.07
Digital Realty Trust Reit (DLR) 0.0 $3.0M 17k 174.33
Welltower Reit (WELL) 0.0 $2.8M 18k 153.73
Bright Horizons Family Solutio Common Stock (BFAM) 0.0 $2.7M 22k 123.59
On Holding Common Stock (ONON) 0.0 $2.7M 51k 52.05
Duolingo Common Stock (DUOL) 0.0 $2.4M 5.9k 410.02
Stryker Corp Common Stock (SYK) 0.0 $2.4M 6.0k 395.63
Rockwell Automation Common Stock (ROK) 0.0 $2.2M 6.6k 332.17
Williams-Sonoma Common Stock (WSM) 0.0 $2.1M 13k 163.37
Booz Allen Hamilton Holding Common Stock (BAH) 0.0 $2.1M 20k 104.13
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $2.1M 4.6k 445.20
Edwards Lifesciences Corp Common Stock (EW) 0.0 $1.8M 23k 78.21
Illinois Tool Works Common Stock (ITW) 0.0 $1.8M 7.2k 247.25
Advanced Micro Devices Common Stock (AMD) 0.0 $1.7M 12k 141.90
Hanover Insurance Group Inc/Th Common Stock (THG) 0.0 $1.7M 10k 169.87
Verisk Analytics Common Stock (VRSK) 0.0 $1.6M 5.3k 311.50
Acuity Common Stock (AYI) 0.0 $1.6M 5.5k 298.34
Macy's Common Stock (M) 0.0 $1.5M 131k 11.66
Comcast Corp Common Stock (CMCSA) 0.0 $1.5M 42k 35.69
FactSet Research Systems Common Stock (FDS) 0.0 $1.5M 3.3k 447.28
Mobileye Global Common Stock (MBLY) 0.0 $1.5M 81k 17.98
Verizon Communications Common Stock (VZ) 0.0 $1.4M 33k 43.27
Lowe's Cos Common Stock (LOW) 0.0 $1.4M 6.4k 221.87
Johnson Controls International Common Stock (JCI) 0.0 $1.4M 13k 105.62
Centene Corp Common Stock (CNC) 0.0 $1.3M 25k 54.28
Allstate Corp/The Common Stock (ALL) 0.0 $1.3M 6.5k 201.31
SBA Communications Corp Reit (SBAC) 0.0 $1.3M 5.5k 234.84
Clorox Co/The Common Stock (CLX) 0.0 $1.3M 11k 120.07
Axalta Coating Systems Common Stock (AXTA) 0.0 $1.3M 43k 29.69
Lear Corp Common Stock (LEA) 0.0 $1.3M 13k 94.98
BorgWarner Common Stock (BWA) 0.0 $1.3M 38k 33.48
International Flavors & Fragra Common Stock (IFF) 0.0 $1.2M 17k 73.55
Lam Research Corp Common Stock (LRCX) 0.0 $1.2M 13k 97.34
Weyerhaeuser Reit (WY) 0.0 $1.2M 47k 25.69
Cencora Common Stock (COR) 0.0 $1.2M 4.0k 299.85
Moody's Corp Common Stock (MCO) 0.0 $1.2M 2.4k 501.59
CBRE Group Common Stock (CBRE) 0.0 $1.2M 8.4k 140.12
Truist Financial Corp Common Stock (TFC) 0.0 $1.1M 27k 42.99
GE HealthCare Technologies Common Stock (GEHC) 0.0 $1.1M 15k 74.07
Lincoln Electric Holdings Common Stock (LECO) 0.0 $1.1M 5.5k 207.32
Howmet Aerospace Common Stock (HWM) 0.0 $1.1M 5.8k 186.13
PNC Financial Services Group I Common Stock (PNC) 0.0 $1.1M 5.8k 186.42
Principal Financial Group Common Stock (PFG) 0.0 $1.1M 14k 79.43
Regions Financial Corp Common Stock (RF) 0.0 $1.1M 45k 23.52
Comerica Common Stock (CMA) 0.0 $1.1M 18k 59.65
NetApp Common Stock (NTAP) 0.0 $1.1M 9.9k 106.55
Casey's General Stores Common Stock (CASY) 0.0 $1.1M 2.1k 510.27
Motorola Solutions Common Stock (MSI) 0.0 $1.0M 2.5k 420.46
ZoomInfo Technologies Common Stock (GTM) 0.0 $1.0M 102k 10.12
Itt Common Stock (ITT) 0.0 $1.0M 6.6k 156.83
At&t Common Stock (T) 0.0 $1.0M 36k 28.94
Timken Co/The Common Stock (TKR) 0.0 $1.0M 14k 72.55
Broadridge Financial Solutions Common Stock (BR) 0.0 $1.0M 4.2k 243.03
Caesars Entertainment Common Stock (CZR) 0.0 $1.0M 35k 28.39
Kohl's Corp Common Stock (KSS) 0.0 $998k 118k 8.48
AbbVie Common Stock (ABBV) 0.0 $990k 5.3k 185.62
Host Hotels & Resorts Reit (HST) 0.0 $963k 63k 15.36
Campbell's Company Common Stock (CPB) 0.0 $955k 31k 30.65
Equinix Reit (EQIX) 0.0 $924k 1.2k 795.47
CF Industries Holdings Common Stock (CF) 0.0 $910k 9.9k 92.00
Westinghouse Air Brake Technol Common Stock (WAB) 0.0 $528k 2.5k 209.35