Impax Asset Management Group

Impax Asset Management Group as of Sept. 30, 2025

Portfolio Holdings for Impax Asset Management Group

Impax Asset Management Group holds 275 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Linde Common Stock (LIN) 5.3 $907M 1.9M 475.00
Microsoft Corp Common Stock (MSFT) 4.7 $807M 1.6M 517.95
Xylem Common Stock (XYL) 4.6 $783M 5.3M 147.22
NVIDIA Corp Common Stock (NVDA) 3.5 $593M 3.2M 186.58
Veralto Corp Common Stock (VLTO) 2.4 $409M 3.8M 106.39
Hubbell Common Stock (HUBB) 2.3 $402M 937k 429.37
Pentair Common Stock (PNR) 2.3 $396M 3.6M 110.55
Aptiv Common Stock (APTV) 2.3 $390M 4.5M 86.22
Agilent Technologies Common Stock (A) 2.2 $380M 3.0M 128.35
A O Smith Corp Common Stock (AOS) 2.1 $356M 4.9M 73.41
Advanced Drainage Systems Common Stock (WMS) 2.0 $346M 2.5M 138.31
IDEX Corp Common Stock (IEX) 1.9 $319M 2.0M 162.76
RenaissanceRe Holdings Common Stock (RNR) 1.8 $310M 1.2M 253.93
Synopsys Common Stock (SNPS) 1.8 $306M 622k 491.25
Marvell Technology Common Stock (MRVL) 1.8 $304M 3.6M 83.86
KLA Corp Common Stock (KLAC) 1.6 $271M 252k 1075.50
eBay Common Stock (EBAY) 1.5 $256M 2.8M 90.95
Zoetis Common Stock (ZTS) 1.4 $248M 1.7M 146.32
Carrier Global Corp Common Stock (CARR) 1.4 $247M 4.1M 59.49
Waste Management Common Stock (WM) 1.4 $247M 1.1M 220.83
American Water Works Common Stock (AWK) 1.4 $241M 1.7M 139.19
Applied Materials Common Stock (AMAT) 1.3 $221M 1.1M 204.74
Cintas Corp Common Stock (CTAS) 1.2 $213M 1.0M 205.26
Watts Water Technologies Common Stock (WTS) 1.2 $208M 746k 278.28
Cia de Saneamento Basico do Es Adr (SBS) 1.2 $203M 8.2M 24.79
Itron Common Stock (ITRI) 1.2 $197M 1.6M 124.08
Mastercard Common Stock (MA) 1.1 $197M 346k 568.81
TE Connectivity Common Stock (TEL) 1.1 $188M 856k 219.53
Aecom Common Stock (ACM) 1.1 $183M 1.4M 130.47
Union Pacific Corp Common Stock (UNP) 1.1 $182M 768k 236.37
Masco Corp Common Stock (MAS) 1.0 $175M 2.5M 70.39
Ecolab Common Stock (ECL) 1.0 $170M 620k 273.86
Oracle Corp Common Stock (ORCL) 1.0 $169M 602k 281.24
Boston Scientific Corp Common Stock (BSX) 1.0 $169M 1.7M 97.63
Ormat Technologies Common Stock (ORA) 1.0 $168M 1.8M 95.48
Cadence Design Systems Common Stock (CDNS) 0.9 $157M 446k 351.26
Trimble Common Stock (TRMB) 0.9 $155M 1.9M 80.86
Republic Services Common Stock (RSG) 0.9 $149M 648k 229.48
Zurn Elkay Water Solutions Cor Common Stock (ZWS) 0.9 $147M 3.1M 47.03
PTC Common Stock (PTC) 0.9 $147M 729k 200.98
Core & Main Common Stock (CNM) 0.8 $140M 2.6M 53.83
Vertiv Holdings Common Stock (VRT) 0.8 $139M 918k 150.86
Amphenol Corp Common Stock (APH) 0.8 $138M 1.1M 123.75
Autodesk Common Stock (ADSK) 0.7 $120M 378k 317.67
Monolithic Power Systems Common Stock (MPWR) 0.7 $120M 131k 913.23
SiteOne Landscape Supply Common Stock (SITE) 0.7 $119M 921k 128.80
Littelfuse Common Stock (LFUS) 0.7 $117M 456k 256.89
Cullen/Frost Bankers Common Stock (CFR) 0.7 $117M 921k 126.77
Valmont Industries Common Stock (VMI) 0.7 $116M 300k 387.73
Chemed Corp Common Stock (CHE) 0.7 $113M 253k 447.74
Waste Connections Common Stock (WCN) 0.7 $113M 654k 173.10
Trane Technologies Common Stock (TT) 0.6 $110M 262k 421.96
ServiceNow Common Stock (NOW) 0.6 $108M 117k 920.28
Franklin Electric Common Stock (FELE) 0.6 $107M 1.1M 95.20
Danaher Corp Common Stock (DHR) 0.6 $100M 506k 198.26
Trex Common Stock (TREX) 0.6 $99M 1.9M 51.36
Bentley Systems Common Stock (BSY) 0.6 $99M 1.9M 51.04
Intuitive Surgical Common Stock (ISRG) 0.6 $96M 214k 447.23
Apple Common Stock (AAPL) 0.6 $95M 374k 254.63
Repligen Corp Common Stock (RGEN) 0.5 $93M 703k 132.29
Texas Instruments Common Stock (TXN) 0.5 $91M 497k 183.73
Marsh & McLennan Cos Common Stock (MRSH) 0.5 $87M 430k 201.53
Mueller Water Products Common Stock (MWA) 0.5 $86M 3.4M 25.52
Aaon Common Stock (AAON) 0.5 $85M 916k 92.50
nVent Electric Common Stock (NVT) 0.5 $84M 858k 97.42
Amazon.com Common Stock (AMZN) 0.5 $80M 362k 219.57
Waters Corp Common Stock (WAT) 0.5 $79M 264k 299.81
Generac Holdings Common Stock (GNRC) 0.4 $77M 463k 166.13
Thermo Fisher Scientific Common Stock (TMO) 0.4 $73M 150k 485.02
Clean Harbors Common Stock (CLH) 0.3 $58M 252k 228.80
HDFC Bank Adr (HDB) 0.3 $58M 1.7M 34.16
Progressive Corp/The Common Stock (PGR) 0.3 $57M 229k 246.95
JPMorgan Chase & Co Common Stock (JPM) 0.3 $53M 166k 315.43
Alphabet Common Stock (GOOGL) 0.3 $50M 205k 243.10
United Rentals Common Stock (URI) 0.3 $48M 50k 954.67
Eli Lilly & Co Common Stock (LLY) 0.3 $45M 59k 763.00
Mettler-Toledo International I Common Stock (MTD) 0.2 $41M 33k 1227.61
Victory Capital Holdings Common Stock (VCTR) 0.2 $39M 600k 64.76
Broadcom Common Stock (AVGO) 0.2 $39M 118k 329.91
Acadian Asset Management Common Stock (AAMI) 0.2 $37M 766k 48.16
Darling Ingredients Common Stock (DAR) 0.2 $37M 1.2M 30.87
Ligand Pharmaceuticals Common Stock (LGND) 0.2 $36M 200k 177.14
McCormick & Co Common Stock (MKC) 0.2 $33M 491k 66.91
Pinnacle Financial Partners In Common Stock 0.2 $33M 348k 93.79
Rayonier Reit (RYN) 0.2 $31M 1.2M 26.54
Gilead Sciences Common Stock (GILD) 0.2 $31M 277k 111.00
Netflix Common Stock (NFLX) 0.2 $28M 23k 1198.92
Palo Alto Networks Common Stock (PANW) 0.2 $27M 135k 203.62
Roivant Sciences Common Stock (ROIV) 0.2 $27M 1.8M 15.13
American Tower Corp Reit (AMT) 0.2 $26M 134k 192.32
Carlisle Cos Common Stock (CSL) 0.1 $26M 78k 328.96
Walt Disney Co/The Common Stock (DIS) 0.1 $25M 216k 114.50
Sealed Air Corp Common Stock 0.1 $24M 692k 35.35
Ulta Beauty Common Stock (ULTA) 0.1 $23M 42k 546.75
Johnson & Johnson Common Stock (JNJ) 0.1 $23M 122k 185.42
Dole Common Stock (DOLE) 0.1 $23M 1.7M 13.44
WW Grainger Common Stock (GWW) 0.1 $22M 23k 952.96
Chipotle Mexican Grill Common Stock (CMG) 0.1 $21M 544k 39.19
Uber Technologies Common Stock (UBER) 0.1 $21M 213k 97.97
Colgate-Palmolive Common Stock (CL) 0.1 $20M 253k 79.94
Planet Fitness Common Stock (PLNT) 0.1 $20M 194k 103.80
Ball Corp Common Stock (BALL) 0.1 $20M 393k 50.42
Graphic Packaging Holding Common Stock (GPK) 0.1 $19M 987k 19.57
Middleby Corp/The Common Stock (MIDD) 0.1 $19M 141k 132.93
Eastern Bankshares Common Stock (EBC) 0.1 $18M 1.0M 18.15
Citizens Financial Group Common Stock (CFG) 0.1 $18M 338k 53.16
Taiwan Semiconductor Manufactu Adr (TSM) 0.1 $18M 63k 279.29
Extreme Networks Common Stock (EXTR) 0.1 $18M 855k 20.65
Ventas Reit (VTR) 0.1 $18M 250k 69.99
Abbott Laboratories Common Stock (ABT) 0.1 $17M 129k 133.94
Ferguson Enterprises Common Stock (FERG) 0.1 $17M 74k 224.58
AGCO Corp Common Stock (AGCO) 0.1 $16M 151k 107.07
US Foods Holding Corp Common Stock (USFD) 0.1 $16M 210k 76.62
Ciena Corp Common Stock (CIEN) 0.1 $16M 110k 145.67
Emerson Electric Common Stock (EMR) 0.1 $16M 120k 131.18
Pacira BioSciences Common Stock (PCRX) 0.1 $16M 600k 25.77
CME Group Common Stock (CME) 0.1 $15M 57k 270.19
Si-bone Common Stock (SIBN) 0.1 $15M 1.0M 14.72
CNH Industrial NV Common Stock (CNH) 0.1 $15M 1.4M 10.85
NetScout Systems Common Stock (NTCT) 0.1 $15M 580k 25.83
Element Solutions Common Stock (ESI) 0.1 $15M 592k 25.17
State Street Corp Common Stock (STT) 0.1 $15M 128k 116.01
Agree Realty Corp Reit (ADC) 0.1 $14M 200k 71.04
Citigroup Common Stock (C) 0.1 $14M 137k 101.50
Voya Financial Common Stock (VOYA) 0.1 $14M 182k 74.80
Arcosa Common Stock (ACA) 0.1 $13M 142k 93.71
Lyft Common Stock (LYFT) 0.1 $13M 600k 22.01
Intuit Common Stock (INTU) 0.1 $13M 19k 682.91
Alphabet Common Stock (GOOG) 0.1 $13M 52k 243.55
Dycom Industries Common Stock (DY) 0.1 $13M 43k 291.76
Visa Common Stock (V) 0.1 $12M 35k 341.38
Merck & Co Common Stock (MRK) 0.1 $12M 144k 83.93
Bank of New York Mellon Corp/T Common Stock (BK) 0.1 $12M 111k 108.96
Workiva Common Stock (WK) 0.1 $12M 136k 86.08
Mitek Systems Common Stock (MITK) 0.1 $12M 1.2M 9.77
Travere Therapeutics Common Stock (TVTX) 0.1 $11M 475k 23.90
BJ's Wholesale Club Holdings I Common Stock (BJ) 0.1 $11M 120k 93.25
Enpro Common Stock (NPO) 0.1 $11M 48k 226.00
Warby Parker Common Stock (WRBY) 0.1 $11M 385k 27.58
Neurocrine Biosciences Common Stock (NBIX) 0.1 $11M 75k 140.38
Otis Worldwide Corp Common Stock (OTIS) 0.1 $10M 113k 91.43
Array Technologies Common Stock (ARRY) 0.1 $10M 1.3M 8.15
Procter & Gamble Co/The Common Stock (PG) 0.1 $10M 66k 153.65
S&P Global Common Stock (SPGI) 0.1 $9.6M 20k 486.71
Cytokinetics Common Stock (CYTK) 0.1 $9.6M 175k 54.96
Wyndham Hotels & Resorts Common Stock (WH) 0.1 $9.6M 120k 79.90
Onto Innovation Common Stock (ONTO) 0.1 $9.6M 74k 129.22
Enovis Corp Common Stock (ENOV) 0.1 $9.4M 311k 30.34
Edison International Common Stock (EIX) 0.1 $9.4M 170k 55.28
Autoliv Common Stock (ALV) 0.1 $9.4M 76k 123.50
Cisco Systems Common Stock (CSCO) 0.1 $9.1M 134k 68.42
Elevance Health Common Stock (ELV) 0.1 $9.1M 28k 323.12
Qualcomm Common Stock (QCOM) 0.1 $9.1M 55k 166.36
Howard Hughes Holdings Common Stock (HHH) 0.1 $9.0M 110k 82.17
TriMas Corp Common Stock (TRS) 0.1 $8.9M 230k 38.64
Lindsay Corp Common Stock (LNN) 0.1 $8.8M 63k 140.56
Hewlett Packard Enterprise Common Stock (HPE) 0.1 $8.6M 349k 24.56
Cummins Common Stock (CMI) 0.0 $8.6M 20k 422.37
Advanced Micro Devices Common Stock (AMD) 0.0 $8.4M 52k 161.79
Merit Medical Systems Common Stock (MMSI) 0.0 $8.3M 100k 83.23
Coca-Cola Co/The Common Stock (KO) 0.0 $8.0M 120k 66.32
Gates Industrial Corp Common Stock (GTES) 0.0 $7.9M 318k 24.82
Health Catalyst Common Stock (HCAT) 0.0 $7.8M 2.8M 2.85
Casella Waste Systems Common Stock (CWST) 0.0 $7.6M 80k 94.88
Accenture Common Stock (ACN) 0.0 $7.6M 31k 246.60
Home Depot Inc/The Common Stock (HD) 0.0 $7.3M 18k 405.19
General Mills Common Stock (GIS) 0.0 $7.0M 139k 50.42
American Express Common Stock (AXP) 0.0 $6.9M 21k 332.16
Prestige Consumer Healthcare I Common Stock (PBH) 0.0 $6.9M 110k 62.40
Terreno Realty Corp Reit (TRNO) 0.0 $6.8M 120k 56.75
Marriott International Common Stock (MAR) 0.0 $6.8M 26k 260.44
Tapestry Common Stock (TPR) 0.0 $6.8M 60k 113.22
Bristol-Myers Squibb Common Stock (BMY) 0.0 $6.7M 148k 45.10
Starbucks Corp Common Stock (SBUX) 0.0 $6.7M 79k 84.60
Williams-Sonoma Common Stock (WSM) 0.0 $6.7M 34k 195.45
Rivian Automotive Common Stock (RIVN) 0.0 $6.6M 450k 14.68
Twilio Common Stock (TWLO) 0.0 $6.6M 66k 100.09
A10 Networks Common Stock (ATEN) 0.0 $6.5M 360k 18.15
Prudential Financial Common Stock (PRU) 0.0 $6.5M 63k 103.74
Simply Good Foods Co/The Common Stock (SMPL) 0.0 $6.4M 259k 24.82
Cardinal Health Common Stock (CAH) 0.0 $6.4M 41k 156.96
Willis Towers Watson Common Stock (WTW) 0.0 $6.3M 18k 345.45
Prologis Reit (PLD) 0.0 $6.2M 55k 114.52
Target Corp Common Stock (TGT) 0.0 $6.2M 69k 89.70
Best Buy Common Stock (BBY) 0.0 $6.1M 81k 75.62
HP Common Stock (HPQ) 0.0 $6.0M 222k 27.23
MSA Safety Common Stock (MSA) 0.0 $6.0M 35k 172.07
WillScot Holdings Corp Common Stock (WSC) 0.0 $5.8M 275k 21.11
Modine Manufacturing Common Stock (MOD) 0.0 $5.7M 40k 142.16
IDEXX Laboratories Common Stock (IDXX) 0.0 $5.5M 8.6k 638.89
GeneDx Holdings Corp Common Stock (WGS) 0.0 $5.4M 50k 107.74
MetLife Common Stock (MET) 0.0 $5.2M 63k 82.37
TechTarget Common Stock (TTGT) 0.0 $5.2M 889k 5.81
Lululemon Athletica Common Stock (LULU) 0.0 $5.1M 29k 177.93
Amgen Common Stock (AMGN) 0.0 $5.0M 18k 282.20
Hartford Insurance Group Inc/T Common Stock (HIG) 0.0 $4.9M 37k 133.39
Analog Devices Common Stock (ADI) 0.0 $4.8M 20k 245.70
Quanex Building Products Corp Common Stock (NX) 0.0 $4.8M 338k 14.22
Visteon Corp Common Stock (VC) 0.0 $4.8M 40k 119.86
MercadoLibre Common Stock (MELI) 0.0 $4.8M 2.0k 2336.94
Columbia Sportswear Common Stock (COLM) 0.0 $4.7M 91k 52.30
Biogen Common Stock (BIIB) 0.0 $4.6M 33k 140.08
Lennox International Common Stock (LII) 0.0 $4.5M 8.5k 529.36
Vital Farms Common Stock (VITL) 0.0 $4.5M 109k 41.15
Adobe Common Stock (ADBE) 0.0 $4.4M 12k 352.75
8x8 Common Stock (EGHT) 0.0 $4.2M 2.0M 2.12
Freshpet Common Stock (FRPT) 0.0 $3.9M 70k 55.11
PayPal Holdings Common Stock (PYPL) 0.0 $3.8M 57k 67.06
NextEra Energy Common Stock (NEE) 0.0 $3.6M 48k 75.49
LPL Financial Holdings Common Stock (LPLA) 0.0 $3.3M 9.8k 332.69
PNC Financial Services Group I Common Stock (PNC) 0.0 $3.2M 16k 200.93
Deckers Outdoor Corp Common Stock (DECK) 0.0 $3.1M 30k 101.37
International Flavors & Fragra Common Stock (IFF) 0.0 $3.0M 49k 61.54
Insulet Corp Common Stock (PODD) 0.0 $3.0M 9.7k 308.73
Digital Realty Trust Reit (DLR) 0.0 $3.0M 17k 172.88
Welltower Reit (WELL) 0.0 $2.9M 17k 178.14
Bright Horizons Family Solutio Common Stock (BFAM) 0.0 $2.4M 22k 108.57
Macy's Common Stock (M) 0.0 $2.3M 128k 17.93
Rockwell Automation Common Stock (ROK) 0.0 $2.3M 6.5k 349.53
Stryker Corp Common Stock (SYK) 0.0 $2.2M 6.0k 369.67
On Holding Common Stock (ONON) 0.0 $2.2M 51k 42.35
Duolingo Common Stock (DUOL) 0.0 $1.9M 5.9k 321.84
Acuity Common Stock (AYI) 0.0 $1.8M 5.4k 344.39
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $1.8M 4.6k 391.64
Edwards Lifesciences Corp Common Stock (EW) 0.0 $1.8M 23k 77.77
Lam Research Corp Common Stock (LRCX) 0.0 $1.7M 13k 133.90
Fifth Third Bancorp Common Stock (FITB) 0.0 $1.7M 37k 44.55
CRH Common Stock (CRH) 0.0 $1.6M 14k 119.90
BorgWarner Common Stock (BWA) 0.0 $1.6M 37k 43.96
Lowe's Cos Common Stock (LOW) 0.0 $1.6M 6.3k 251.31
Broadridge Financial Solutions Common Stock (BR) 0.0 $1.5M 6.4k 238.17
Campbell's Company/The Common Stock (CPB) 0.0 $1.5M 46k 31.58
Johnson Controls International Common Stock (JCI) 0.0 $1.4M 13k 109.95
Verizon Communications Common Stock (VZ) 0.0 $1.4M 32k 43.95
Micron Technology Common Stock (MU) 0.0 $1.4M 8.2k 167.32
Allstate Corp/The Common Stock (ALL) 0.0 $1.4M 6.4k 214.65
CF Industries Holdings Common Stock (CF) 0.0 $1.4M 15k 89.70
Westinghouse Air Brake Technol Common Stock (WAB) 0.0 $1.3M 6.7k 200.47
CBRE Group Common Stock (CBRE) 0.0 $1.3M 8.4k 157.56
Lear Corp Common Stock (LEA) 0.0 $1.3M 13k 100.61
Verisk Analytics Common Stock (VRSK) 0.0 $1.3M 5.2k 251.51
Comcast Corp Common Stock (CMCSA) 0.0 $1.3M 41k 31.42
Clorox Co/The Common Stock (CLX) 0.0 $1.3M 11k 123.30
Lincoln Electric Holdings Common Stock (LECO) 0.0 $1.3M 5.4k 235.83
Cencora Common Stock (COR) 0.0 $1.3M 4.0k 312.53
AbbVie Common Stock (ABBV) 0.0 $1.2M 5.3k 231.54
Truist Financial Corp Common Stock (TFC) 0.0 $1.2M 27k 45.72
Comerica Common Stock 0.0 $1.2M 18k 68.52
Axalta Coating Systems Common Stock (AXTA) 0.0 $1.2M 42k 28.62
Regions Financial Corp Common Stock (RF) 0.0 $1.2M 45k 26.37
Itt Common Stock (ITT) 0.0 $1.2M 6.6k 178.76
NetApp Common Stock (NTAP) 0.0 $1.2M 9.9k 118.46
Casey's General Stores Common Stock (CASY) 0.0 $1.2M 2.1k 565.32
Weyerhaeuser Reit (WY) 0.0 $1.2M 47k 24.79
Western Digital Corp Common Stock (WDC) 0.0 $1.2M 9.6k 120.06
Moody's Corp Common Stock (MCO) 0.0 $1.1M 2.4k 476.48
Motorola Solutions Common Stock (MSI) 0.0 $1.1M 2.5k 457.29
Principal Financial Group Common Stock (PFG) 0.0 $1.1M 14k 82.91
Quanta Services Common Stock (PWR) 0.0 $1.1M 2.7k 414.42
Blackrock Common Stock (BLK) 0.0 $1.1M 940.00 1165.87
EMCOR Group Common Stock (EME) 0.0 $1.1M 1.7k 649.54
Arista Networks Common Stock (ANET) 0.0 $1.1M 7.5k 145.71
Regency Centers Corp Reit (REG) 0.0 $1.1M 15k 72.90
WESCO International Common Stock (WCC) 0.0 $1.1M 5.1k 211.50
T-Mobile US Common Stock (TMUS) 0.0 $1.1M 4.5k 239.38
Timken Co/The Common Stock (TKR) 0.0 $1.1M 14k 75.18
ResMed Common Stock (RMD) 0.0 $1.1M 3.9k 273.73
Wells Fargo & Co Common Stock (WFC) 0.0 $1.1M 13k 83.82
Bank of America Corp Common Stock (BAC) 0.0 $1.1M 21k 51.59
Lincoln National Corp Common Stock (LNC) 0.0 $1.1M 26k 40.33
Carlyle Group Inc/The Common Stock (CG) 0.0 $1.0M 17k 62.70
Albemarle Corp Common Stock (ALB) 0.0 $1.0M 13k 81.08
SBA Communications Corp Reit (SBAC) 0.0 $1.0M 5.4k 193.35
At&t Common Stock (T) 0.0 $1.0M 36k 28.24
Intel Corp Common Stock (INTC) 0.0 $507k 15k 33.55