Impax Asset Management Group

Impax Asset Management Group as of Dec. 31, 2025

Portfolio Holdings for Impax Asset Management Group

Impax Asset Management Group holds 279 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Linde Common Stock (LIN) 4.9 $785M 1.8M 426.39
Microsoft Corp Common Stock (MSFT) 4.8 $770M 1.6M 483.62
Xylem Common Stock (XYL) 4.2 $665M 4.9M 136.18
NVIDIA Corp Common Stock (NVDA) 3.5 $566M 3.0M 186.50
Hubbell Common Stock (HUBB) 2.3 $364M 821k 444.11
Agilent Technologies Common Stock (A) 2.2 $353M 2.6M 136.07
Pentair Common Stock (PNR) 2.2 $345M 3.3M 104.14
Aptiv Common Stock (APTV) 2.0 $325M 4.3M 76.09
Veralto Corp Common Stock (VLTO) 2.0 $314M 3.1M 99.78
American Water Works Common Stock (AWK) 1.9 $312M 2.4M 130.50
A O Smith Corp Common Stock (AOS) 1.9 $311M 4.6M 66.88
IDEX Corp Common Stock (IEX) 1.9 $304M 1.7M 177.94
Advanced Drainage Systems Common Stock (WMS) 1.9 $299M 2.1M 144.83
eBay Common Stock (EBAY) 1.7 $273M 3.1M 87.10
RenaissanceRe Holdings Common Stock (RNR) 1.7 $273M 970k 281.16
Marvell Technology Common Stock (MRVL) 1.7 $267M 3.1M 84.98
KLA Corp Common Stock (KLAC) 1.6 $258M 213k 1215.08
Cintas Corp Common Stock (CTAS) 1.6 $253M 1.3M 188.07
Waste Management Common Stock (WM) 1.4 $222M 1.0M 219.71
Applied Materials Common Stock (AMAT) 1.4 $220M 855k 256.99
Synopsys Common Stock (SNPS) 1.3 $208M 443k 469.72
Zoetis Common Stock (ZTS) 1.2 $199M 1.6M 125.82
Vertiv Holdings Common Stock (VRT) 1.2 $196M 1.2M 162.01
Ecolab Common Stock (ECL) 1.2 $190M 725k 262.52
Mastercard Common Stock (MA) 1.2 $190M 333k 570.88
Carrier Global Corp Common Stock (CARR) 1.2 $188M 3.5M 52.84
Watts Water Technologies Common Stock (WTS) 1.1 $179M 648k 276.02
TE Connectivity Common Stock (TEL) 1.1 $174M 765k 227.51
Cia de Saneamento Basico do Es Adr (SBS) 1.1 $173M 7.2M 23.85
Masco Corp Common Stock (MAS) 1.1 $172M 2.7M 63.46
Cadence Design Systems Common Stock (CDNS) 1.1 $168M 539k 312.58
Boston Scientific Corp Common Stock (BSX) 1.0 $164M 1.7M 95.35
Union Pacific Corp Common Stock (UNP) 1.0 $160M 689k 231.32
Core & Main Common Stock (CNM) 0.9 $149M 2.9M 51.97
Zurn Elkay Water Solutions Cor Common Stock (ZWS) 0.8 $136M 2.9M 46.49
Amphenol Corp Common Stock (APH) 0.8 $133M 983k 135.14
Aecom Common Stock (ACM) 0.8 $133M 1.4M 95.33
Itron Common Stock (ITRI) 0.8 $126M 1.4M 92.86
Republic Services Common Stock (RSG) 0.8 $123M 579k 211.93
Trimble Common Stock (TRMB) 0.8 $120M 1.5M 78.35
Cullen/Frost Bankers Common Stock (CFR) 0.7 $116M 916k 126.63
Littelfuse Common Stock (LFUS) 0.7 $115M 454k 252.92
SiteOne Landscape Supply Common Stock (SITE) 0.7 $114M 916k 124.56
Intuitive Surgical Common Stock (ISRG) 0.7 $113M 200k 566.36
Tetra Tech Common Stock (TTEK) 0.7 $108M 3.2M 33.54
Franklin Electric Common Stock (FELE) 0.7 $107M 1.1M 95.53
Aaon Common Stock (AAON) 0.7 $107M 1.4M 76.25
Tyler Technologies Common Stock (TYL) 0.7 $107M 235k 453.95
Valmont Industries Common Stock (VMI) 0.7 $105M 261k 402.32
Chemed Corp Common Stock (CHE) 0.7 $105M 244k 427.86
Danaher Corp Common Stock (DHR) 0.7 $104M 454k 228.92
Autodesk Common Stock (ADSK) 0.6 $104M 350k 296.01
Citizens Financial Group Common Stock (CFG) 0.6 $101M 1.7M 58.41
PTC Common Stock (PTC) 0.6 $101M 579k 174.21
Apple Common Stock (AAPL) 0.6 $100M 368k 271.86
Trane Technologies Common Stock (TT) 0.6 $98M 253k 389.20
Monolithic Power Systems Common Stock (MPWR) 0.6 $96M 106k 906.36
ServiceNow Common Stock (NOW) 0.6 $91M 594k 153.19
Amazon.com Common Stock (AMZN) 0.6 $89M 387k 230.82
Waters Corp Common Stock (WAT) 0.6 $88M 232k 379.83
Thermo Fisher Scientific Common Stock (TMO) 0.5 $86M 149k 579.45
Waste Connections Common Stock (WCN) 0.5 $85M 482k 175.36
Bentley Systems Common Stock (BSY) 0.5 $83M 2.2M 38.16
Mueller Water Products Common Stock (MWA) 0.5 $80M 3.4M 23.82
Marsh & McLennan Cos Common Stock 0.5 $79M 428k 185.52
Alphabet Common Stock (GOOGL) 0.5 $77M 247k 313.00
Ormat Technologies Common Stock (ORA) 0.5 $75M 677k 110.47
Texas Instruments Common Stock (TXN) 0.5 $75M 430k 173.49
Repligen Corp Common Stock (RGEN) 0.4 $68M 413k 163.86
Generac Holdings Common Stock (GNRC) 0.4 $63M 460k 136.37
Trex Common Stock (TREX) 0.4 $63M 1.8M 35.08
HDFC Bank Adr (HDB) 0.4 $62M 1.7M 36.54
nVent Electric Common Stock (NVT) 0.4 $56M 553k 101.97
Eli Lilly & Co Common Stock (LLY) 0.3 $49M 46k 1074.68
Progressive Corp/The Common Stock (PGR) 0.3 $49M 214k 227.72
JPMorgan Chase & Co Common Stock (JPM) 0.3 $47M 147k 322.22
Westinghouse Air Brake Technol Common Stock (WAB) 0.3 $44M 206k 213.45
Mettler-Toledo International I Common Stock (MTD) 0.3 $44M 31k 1394.19
Broadcom Common Stock (AVGO) 0.3 $42M 121k 346.10
Darling Ingredients Common Stock (DAR) 0.3 $41M 1.1M 36.00
Pinnacle Financial Partners In Common Stock 0.3 $41M 421k 98.00
Victory Capital Holdings Common Stock (VCTR) 0.3 $41M 650k 63.09
Acadian Asset Management Common Stock (AAMI) 0.2 $40M 846k 47.00
United Rentals Common Stock (URI) 0.2 $39M 48k 809.33
Gilead Sciences Common Stock (GILD) 0.2 $36M 297k 122.74
Clean Harbors Common Stock (CLH) 0.2 $35M 149k 234.48
Oracle Corp Common Stock (ORCL) 0.2 $33M 171k 194.91
McCormick & Co Common Stock (MKC) 0.2 $32M 476k 68.11
Ligand Pharmaceuticals Common Stock (LGND) 0.2 $31M 165k 189.07
Taiwan Semiconductor Manufactu Adr (TSM) 0.2 $29M 96k 303.89
Colgate-Palmolive Common Stock (CL) 0.2 $26M 327k 79.02
Tesla Common Stock (TSLA) 0.2 $26M 57k 449.72
Qxo Common Stock (QXO) 0.2 $24M 1.3M 19.29
Ulta Beauty Common Stock (ULTA) 0.2 $24M 40k 605.01
Rayonier Reit (RYN) 0.1 $24M 1.1M 21.65
Dole Common Stock (DOLE) 0.1 $24M 1.6M 14.99
Si-bone Common Stock (SIBN) 0.1 $24M 1.2M 19.72
Eastern Bankshares Common Stock (EBC) 0.1 $24M 1.3M 18.43
WW Grainger Common Stock (GWW) 0.1 $23M 23k 1009.05
Uber Technologies Common Stock (UBER) 0.1 $23M 275k 81.71
Johnson & Johnson Common Stock (JNJ) 0.1 $22M 108k 206.95
American Tower Corp Reit (AMT) 0.1 $22M 124k 175.57
Planet Fitness Common Stock (PLNT) 0.1 $21M 194k 108.47
Alphabet Common Stock (GOOG) 0.1 $20M 65k 313.80
Middleby Corp/The Common Stock (MIDD) 0.1 $20M 134k 148.67
Chipotle Mexican Grill Common Stock (CMG) 0.1 $20M 529k 37.00
Pacira BioSciences Common Stock (PCRX) 0.1 $19M 750k 25.88
Ball Corp Common Stock (BALL) 0.1 $18M 337k 52.97
US Foods Holding Corp Common Stock (USFD) 0.1 $17M 230k 75.32
Ventas Reit (VTR) 0.1 $17M 220k 77.38
Arcosa Common Stock (ACA) 0.1 $17M 157k 106.32
CME Group Common Stock (CME) 0.1 $17M 61k 273.08
Netflix Common Stock (NFLX) 0.1 $17M 176k 93.76
Emerson Electric Common Stock (EMR) 0.1 $16M 123k 132.72
Ferguson Enterprises Common Stock (FERG) 0.1 $16M 73k 222.63
Citigroup Common Stock (C) 0.1 $16M 138k 116.69
Abbott Laboratories Common Stock (ABT) 0.1 $16M 128k 125.29
Extreme Networks Common Stock (EXTR) 0.1 $16M 945k 16.65
Voya Financial Common Stock (VOYA) 0.1 $15M 203k 74.49
State Street Corp Common Stock (STT) 0.1 $15M 117k 129.01
Lyft Common Stock (LYFT) 0.1 $15M 775k 19.37
Element Solutions Common Stock (ESI) 0.1 $15M 592k 24.99
Dycom Industries Common Stock (DY) 0.1 $15M 43k 337.90
Agree Realty Corp Reit (ADC) 0.1 $14M 200k 72.03
Graphic Packaging Holding Common Stock (GPK) 0.1 $14M 950k 15.06
Sealed Air Corp Common Stock (SEE) 0.1 $14M 344k 41.43
NetScout Systems Common Stock (NTCT) 0.1 $14M 522k 27.06
Mitek Systems Common Stock (MITK) 0.1 $14M 1.3M 10.55
Intuit Common Stock (INTU) 0.1 $13M 20k 662.42
DoorDash Common Stock (DASH) 0.1 $13M 59k 226.48
Palo Alto Networks Common Stock (PANW) 0.1 $13M 72k 184.20
Crinetics Pharmaceuticals Common Stock (CRNX) 0.1 $13M 275k 46.55
Bank of New York Mellon Corp/T Common Stock (BK) 0.1 $13M 109k 116.09
Visa Common Stock (V) 0.1 $12M 35k 350.71
Roivant Sciences Common Stock (ROIV) 0.1 $12M 550k 21.70
Workiva Common Stock (WK) 0.1 $12M 136k 86.25
Onto Innovation Common Stock (ONTO) 0.1 $12M 74k 157.86
Array Technologies Common Stock (ARRY) 0.1 $12M 1.3M 9.22
AGCO Corp Common Stock (AGCO) 0.1 $12M 110k 104.32
Bio-Techne Corp Common Stock (TECH) 0.1 $12M 195k 58.81
Merck & Co Common Stock (MRK) 0.1 $11M 109k 105.26
Enovis Corp Common Stock (ENOV) 0.1 $11M 424k 26.64
CNH Industrial NV Common Stock (CNH) 0.1 $11M 1.2M 9.22
Advanced Micro Devices Common Stock (AMD) 0.1 $11M 52k 214.16
BJ's Wholesale Club Holdings I Common Stock (BJ) 0.1 $11M 120k 90.03
Neurocrine Biosciences Common Stock (NBIX) 0.1 $11M 75k 141.83
Enpro Common Stock (NPO) 0.1 $10M 48k 214.13
Gates Industrial Corp Common Stock (GTES) 0.1 $10M 473k 21.47
Cisco Systems Common Stock (CSCO) 0.1 $10M 130k 77.03
Edison International Common Stock (EIX) 0.1 $10M 167k 60.02
Autoliv Common Stock (ALV) 0.1 $9.8M 82k 118.70
Elevance Health Common Stock (ELV) 0.1 $9.8M 28k 350.55
GE Vernova Common Stock (GEV) 0.1 $9.2M 14k 653.57
Procter & Gamble Co/The Common Stock (PG) 0.1 $9.2M 64k 143.31
Revvity Common Stock (RVTY) 0.1 $9.2M 95k 96.75
Wyndham Hotels & Resorts Common Stock (WH) 0.1 $9.1M 120k 75.56
Rivian Automotive Common Stock (RIVN) 0.1 $8.9M 450k 19.71
Cummins Common Stock (CMI) 0.1 $8.9M 17k 510.45
Merit Medical Systems Common Stock (MMSI) 0.1 $8.8M 100k 88.14
Travere Therapeutics Common Stock (TVTX) 0.1 $8.6M 225k 38.21
Freshpet Common Stock (FRPT) 0.1 $8.5M 140k 60.93
Warby Parker Common Stock (WRBY) 0.1 $8.4M 385k 21.79
Otis Worldwide Corp Common Stock (OTIS) 0.1 $8.4M 96k 87.35
Cardinal Health Common Stock (CAH) 0.1 $8.4M 41k 205.50
Hewlett Packard Enterprise Common Stock (HPE) 0.1 $8.2M 341k 24.02
Coca-Cola Co/The Common Stock (KO) 0.1 $8.2M 117k 69.91
TriMas Corp Common Stock (TRS) 0.1 $8.2M 230k 35.45
Accenture Common Stock (ACN) 0.1 $8.1M 30k 268.30
Prestige Consumer Healthcare I Common Stock (PBH) 0.1 $8.0M 130k 61.69
Marriott International Common Stock (MAR) 0.0 $7.9M 25k 310.24
Casella Waste Systems Common Stock (CWST) 0.0 $7.8M 80k 97.94
Walt Disney Co/The Common Stock (DIS) 0.0 $7.8M 69k 113.77
Bristol-Myers Squibb Common Stock (BMY) 0.0 $7.8M 145k 53.94
GeneDx Holdings Corp Common Stock (WGS) 0.0 $7.8M 60k 130.06
Vital Farms Common Stock (VITL) 0.0 $7.6M 239k 31.94
S&P Global Common Stock (SPGI) 0.0 $7.6M 15k 522.59
Lam Research Corp Common Stock (LRCX) 0.0 $7.6M 44k 171.18
Starbucks Corp Common Stock (SBUX) 0.0 $7.5M 89k 84.21
American Express Common Stock (AXP) 0.0 $7.5M 20k 369.95
Ameris Bancorp Common Stock (ABCB) 0.0 $7.4M 100k 74.27
Lindsay Corp Common Stock (LNN) 0.0 $7.4M 63k 117.87
Ciena Corp Common Stock (CIEN) 0.0 $7.3M 31k 233.87
Twilio Common Stock (TWLO) 0.0 $7.2M 51k 142.24
Terreno Realty Corp Reit (TRNO) 0.0 $7.0M 120k 58.71
Prudential Financial Common Stock (PRU) 0.0 $6.9M 61k 112.88
Seagate Technology Holdings PL Common Stock (STX) 0.0 $6.7M 24k 275.39
TechTarget Common Stock (TTGT) 0.0 $6.7M 1.2M 5.40
Micron Technology Common Stock (MU) 0.0 $6.6M 23k 285.41
Target Corp Common Stock (TGT) 0.0 $6.6M 67k 97.75
Health Catalyst Common Stock (HCAT) 0.0 $6.6M 2.8M 2.39
A10 Networks Common Stock (ATEN) 0.0 $6.4M 360k 17.69
Cytokinetics Common Stock (CYTK) 0.0 $6.4M 100k 63.54
General Mills Common Stock (GIS) 0.0 $6.3M 136k 46.50
Williams-Sonoma Common Stock (WSM) 0.0 $5.9M 33k 178.59
IDEXX Laboratories Common Stock (IDXX) 0.0 $5.8M 8.6k 676.53
Willis Towers Watson Common Stock (WTW) 0.0 $5.8M 18k 328.60
Amgen Common Stock (AMGN) 0.0 $5.8M 18k 327.31
Lululemon Athletica Common Stock (LULU) 0.0 $5.8M 28k 207.81
Qualcomm Common Stock (QCOM) 0.0 $5.8M 34k 171.05
Biogen Common Stock (BIIB) 0.0 $5.7M 32k 175.99
MSA Safety Common Stock (MSA) 0.0 $5.6M 35k 160.14
Modine Manufacturing Common Stock (MOD) 0.0 $5.3M 40k 133.51
Analog Devices Common Stock (ADI) 0.0 $5.3M 20k 271.20
Best Buy Common Stock (BBY) 0.0 $5.3M 79k 66.93
WillScot Holdings Corp Common Stock (WSC) 0.0 $5.2M 275k 18.83
Hartford Insurance Group Inc/T Common Stock (HIG) 0.0 $5.0M 37k 137.80
MetLife Common Stock (MET) 0.0 $5.0M 63k 78.94
Columbia Sportswear Common Stock (COLM) 0.0 $5.0M 91k 55.09
MercadoLibre Common Stock (MELI) 0.0 $5.0M 2.5k 2014.26
HP Common Stock (HPQ) 0.0 $4.8M 216k 22.28
Prologis Reit (PLD) 0.0 $4.7M 37k 127.66
Howard Hughes Holdings Common Stock (HHH) 0.0 $4.4M 56k 79.77
Adobe Common Stock (ADBE) 0.0 $4.3M 12k 349.99
On Holding Common Stock (ONON) 0.0 $4.3M 92k 46.48
Lennox International Common Stock (LII) 0.0 $4.1M 8.5k 485.58
Home Depot Inc/The Common Stock (HD) 0.0 $4.0M 12k 344.10
8x8 Common Stock (EGHT) 0.0 $3.9M 2.0M 1.97
Visteon Corp Common Stock (VC) 0.0 $3.8M 40k 95.10
Bright Horizons Family Solutio Common Stock (BFAM) 0.0 $3.7M 36k 101.40
LPL Financial Holdings Common Stock (LPLA) 0.0 $3.5M 9.8k 357.17
NextEra Energy Common Stock (NEE) 0.0 $3.5M 44k 80.28
International Flavors & Fragra Common Stock (IFF) 0.0 $3.5M 51k 67.39
Digital Realty Trust Reit (DLR) 0.0 $3.4M 22k 154.71
PNC Financial Services Group I Common Stock (PNC) 0.0 $3.3M 16k 208.73
Deckers Outdoor Corp Common Stock (DECK) 0.0 $3.1M 30k 103.67
Welltower Reit (WELL) 0.0 $3.1M 17k 185.61
Macy's Common Stock (M) 0.0 $2.8M 128k 22.05
Insulet Corp Common Stock (PODD) 0.0 $2.7M 9.7k 284.24
Rockwell Automation Common Stock (ROK) 0.0 $2.5M 6.5k 389.07
PayPal Holdings Common Stock (PYPL) 0.0 $2.5M 43k 58.38
Stryker Corp Common Stock (SYK) 0.0 $2.1M 6.0k 351.47
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $2.1M 4.6k 453.36
Lear Corp Common Stock (LEA) 0.0 $2.0M 17k 114.60
Edwards Lifesciences Corp Common Stock (EW) 0.0 $1.9M 23k 85.25
Albemarle Corp Common Stock (ALB) 0.0 $1.8M 13k 141.44
Verizon Communications Common Stock (VZ) 0.0 $1.8M 45k 40.73
Fifth Third Bancorp Common Stock (FITB) 0.0 $1.7M 37k 46.81
CRH Common Stock (CRH) 0.0 $1.7M 14k 124.80
BorgWarner Common Stock (BWA) 0.0 $1.7M 37k 45.06
Weyerhaeuser Reit (WY) 0.0 $1.6M 68k 23.69
Arista Networks Common Stock (ANET) 0.0 $1.6M 12k 131.03
Clorox Co/The Common Stock (CLX) 0.0 $1.5M 15k 100.83
Lowe's Cos Common Stock (LOW) 0.0 $1.5M 6.3k 241.16
Motorola Solutions Common Stock (MSI) 0.0 $1.4M 3.8k 383.32
Broadridge Financial Solutions Common Stock (BR) 0.0 $1.4M 6.4k 223.17
At&t Common Stock (T) 0.0 $1.4M 56k 24.84
Cencora Common Stock (COR) 0.0 $1.4M 4.0k 337.75
CBRE Group Common Stock (CBRE) 0.0 $1.3M 8.4k 160.79
Axalta Coating Systems Common Stock (AXTA) 0.0 $1.3M 42k 32.31
Allstate Corp/The Common Stock (ALL) 0.0 $1.3M 6.4k 208.15
Campbell's Company/The Common Stock (CPB) 0.0 $1.3M 46k 27.87
Lincoln Electric Holdings Common Stock (LECO) 0.0 $1.3M 5.4k 239.64
WESCO International Common Stock (WCC) 0.0 $1.3M 5.1k 244.64
Duolingo Common Stock (DUOL) 0.0 $1.3M 7.1k 175.50
Comcast Corp Common Stock (CMCSA) 0.0 $1.2M 41k 29.89
Regions Financial Corp Common Stock (RF) 0.0 $1.2M 45k 27.10
AbbVie Common Stock (ABBV) 0.0 $1.2M 5.3k 228.49
Moody's Corp Common Stock (MCO) 0.0 $1.2M 2.4k 510.85
Timken Co/The Common Stock (TKR) 0.0 $1.2M 14k 84.13
Principal Financial Group Common Stock (PFG) 0.0 $1.2M 14k 88.21
Wells Fargo & Co Common Stock (WFC) 0.0 $1.2M 13k 93.20
Lincoln National Corp Common Stock (LNC) 0.0 $1.2M 26k 44.53
Verisk Analytics Common Stock (VRSK) 0.0 $1.2M 5.2k 223.69
Itt Common Stock (ITT) 0.0 $1.1M 6.6k 173.51
Bank of America Corp Common Stock (BAC) 0.0 $1.1M 21k 55.00
Stanley Black & Decker Common Stock (SWK) 0.0 $1.1M 15k 74.28
PG&E Corp Common Stock (PCG) 0.0 $1.1M 69k 16.07
Intel Corp Common Stock (INTC) 0.0 $1.1M 30k 36.90
McKesson Corp Common Stock (MCK) 0.0 $1.1M 1.3k 820.29
Unum Group Common Stock (UNM) 0.0 $1.1M 14k 77.50
Pinterest Common Stock (PINS) 0.0 $1.1M 41k 25.89
Sherwin-Williams Co/The Common Stock (SHW) 0.0 $1.1M 3.3k 324.03
Gen Digital Common Stock (GEN) 0.0 $1.1M 39k 27.19
NetApp Common Stock (NTAP) 0.0 $1.1M 9.9k 107.09
Fortinet Common Stock (FTNT) 0.0 $1.1M 13k 79.41
SBA Communications Corp Reit (SBAC) 0.0 $1.0M 5.4k 193.43
Regency Centers Corp Reit (REG) 0.0 $1.0M 15k 69.03
Blackrock Common Stock (BLK) 0.0 $1.0M 940.00 1070.34
ResMed Common Stock (RMD) 0.0 $932k 3.9k 240.87