Impax Asset Management Group

Impax Asset Management Group as of June 30, 2026

Portfolio Holdings for Impax Asset Management Group

Impax Asset Management Group holds 284 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
KLA Corp Common Stock (KLAC) 4.9 $749M 2.5M 301.71
NVIDIA Corp Common Stock (NVDA) 4.8 $745M 3.7M 200.09
Linde Common Stock (LIN) 4.8 $737M 1.4M 518.94
Xylem Common Stock (XYL) 3.4 $528M 4.5M 118.21
Microsoft Corp Common Stock (MSFT) 3.3 $504M 1.4M 373.02
American Water Works Common Stock (AWK) 3.1 $472M 3.6M 131.58
Veralto Corp Common Stock (VLTO) 3.0 $460M 5.2M 88.68
Cintas Corp Common Stock (CTAS) 2.7 $411M 2.4M 170.08
Waste Connections Common Stock (WCN) 2.1 $330M 2.0M 166.69
Cia de Saneamento Basico do Es Adr (SBS) 2.0 $302M 52M 5.78
Advanced Drainage Systems Common Stock (WMS) 1.9 $290M 1.8M 156.96
Ecolab Common Stock (ECL) 1.8 $275M 988k 278.61
Hubbell Common Stock (HUBB) 1.7 $255M 487k 523.20
Aptiv Common Stock (APTV) 1.6 $251M 4.1M 61.38
Vertiv Holdings Common Stock (VRT) 1.6 $244M 730k 334.82
Agilent Technologies Common Stock (A) 1.4 $223M 1.7M 132.83
IDEX Corp Common Stock (IEX) 1.4 $218M 962k 226.95
Watts Water Technologies Common Stock (WTS) 1.4 $213M 543k 391.45
Amphenol Corp Common Stock (APH) 1.4 $211M 1.2M 176.32
Core & Main Common Stock (CNM) 1.3 $203M 4.2M 48.25
Marvell Technology Common Stock (MRVL) 1.3 $197M 660k 297.89
RenaissanceRe Holdings Common Stock (RNR) 1.3 $195M 615k 316.90
A O Smith Corp Common Stock (AOS) 1.1 $177M 2.8M 62.72
Applied Materials Common Stock (AMAT) 1.1 $176M 243k 723.00
Itron Common Stock (ITRI) 1.1 $167M 1.9M 86.53
Masco Corp Common Stock (MAS) 1.1 $165M 2.0M 81.37
Mastercard Common Stock (MA) 1.1 $163M 318k 513.60
Cadence Design Systems Common Stock (CDNS) 1.0 $160M 427k 375.32
Pentair Common Stock (PNR) 1.0 $160M 2.1M 76.66
TE Connectivity Common Stock (TEL) 1.0 $154M 763k 201.61
Westinghouse Air Brake Technol Common Stock (WAB) 1.0 $151M 559k 269.60
Aecom Common Stock (ACM) 1.0 $149M 2.1M 69.80
Synopsys Common Stock (SNPS) 1.0 $149M 333k 446.07
Deere & Co Common Stock (DE) 0.9 $146M 230k 634.33
Badger Meter Common Stock (BMI) 0.9 $140M 946k 148.38
Zurn Elkay Water Solutions Cor Common Stock (ZWS) 0.9 $133M 2.6M 50.53
Valmont Industries Common Stock (VMI) 0.8 $131M 226k 577.60
Franklin Electric Common Stock (FELE) 0.8 $126M 1.2M 107.19
Union Pacific Corp Common Stock (UNP) 0.8 $124M 455k 272.00
Pinnacle Financial Partners In Common Stock (PNFP) 0.7 $115M 1.1M 100.88
Tetra Tech Common Stock (TTEK) 0.7 $114M 3.9M 28.89
Apple Common Stock (AAPL) 0.7 $105M 363k 289.36
NextEra Energy Common Stock (NEE) 0.7 $103M 1.2M 87.77
Qxo Common Stock (QXO) 0.7 $101M 5.9M 17.28
Trane Technologies Common Stock (TT) 0.6 $99M 202k 491.16
Autodesk Common Stock (ADSK) 0.6 $97M 501k 194.42
SiteOne Landscape Supply Common Stock (SITE) 0.6 $96M 836k 114.41
Littelfuse Common Stock (LFUS) 0.6 $90M 197k 455.33
Monolithic Power Systems Common Stock (MPWR) 0.6 $88M 63k 1382.36
Citizens Financial Group Common Stock (CFG) 0.5 $78M 1.1M 70.07
Mueller Water Products Common Stock (MWA) 0.5 $77M 3.0M 25.83
Generac Holdings Common Stock (GNRC) 0.5 $75M 257k 292.81
Carrier Global Corp Common Stock (CARR) 0.4 $67M 918k 73.35
Trex Common Stock (TREX) 0.4 $65M 1.3M 50.04
Nextpower Common Stock (NXT) 0.4 $60M 504k 119.14
Thermo Fisher Scientific Common Stock (TMO) 0.4 $59M 118k 501.36
Alphabet Common Stock (GOOGL) 0.4 $59M 164k 357.37
Intuitive Surgical Common Stock (ISRG) 0.4 $57M 143k 397.68
Marsh & McLennan Cos Common Stock (MRSH) 0.4 $57M 340k 166.67
Ormat Technologies Common Stock (ORA) 0.4 $56M 513k 108.90
eBay Common Stock (EBAY) 0.4 $55M 492k 111.75
Amazon.com Common Stock (AMZN) 0.4 $55M 230k 238.34
Repligen Corp Common Stock (RGEN) 0.4 $54M 397k 136.44
Broadcom Common Stock (AVGO) 0.3 $54M 142k 377.75
nVent Electric Common Stock (NVT) 0.3 $52M 303k 169.61
Trimble Common Stock (TRMB) 0.3 $50M 984k 51.18
Bentley Systems Common Stock (BSY) 0.3 $50M 1.7M 29.89
Boston Scientific Corp Common Stock (BSX) 0.3 $50M 1.2M 42.68
ServiceNow Common Stock (NOW) 0.3 $47M 472k 99.28
Progressive Corp/The Common Stock (PGR) 0.3 $45M 205k 218.45
Mettler-Toledo International I Common Stock (MTD) 0.3 $45M 35k 1277.49
Victory Capital Holdings Common Stock (VCTR) 0.3 $44M 525k 84.06
Aaon Common Stock (AAON) 0.3 $44M 343k 126.86
Tyler Technologies Common Stock (TYL) 0.3 $42M 143k 292.46
Ligand Pharmaceuticals Common Stock (LGND) 0.3 $41M 130k 316.09
Eli Lilly & Co Common Stock (LLY) 0.3 $39M 32k 1199.43
On Holding Common Stock (ONON) 0.2 $37M 1.0M 35.42
United Rentals Common Stock (URI) 0.2 $36M 32k 1132.88
Micron Technology Common Stock (MU) 0.2 $35M 30k 1154.29
MercadoLibre Common Stock (MELI) 0.2 $34M 20k 1697.39
Johnson & Johnson Common Stock (JNJ) 0.2 $34M 134k 253.97
PTC Common Stock (PTC) 0.2 $33M 293k 113.61
HDFC Bank Adr (HDB) 0.2 $32M 1.2M 25.83
Lam Research Corp Common Stock (LRCX) 0.2 $29M 66k 433.33
Eastern Bankshares Common Stock (EBC) 0.2 $28M 1.3M 22.24
Gilead Sciences Common Stock (GILD) 0.2 $28M 224k 126.34
Alphabet Common Stock (GOOG) 0.2 $28M 79k 353.33
Advanced Micro Devices Common Stock (AMD) 0.2 $28M 47k 580.91
Mitek Systems Common Stock (MITK) 0.2 $27M 1.4M 20.13
Intel Corp Common Stock (INTC) 0.2 $27M 194k 139.63
Neurocrine Biosciences Common Stock (NBIX) 0.2 $27M 160k 168.53
Merck & Co Common Stock (MRK) 0.2 $26M 204k 128.50
Waste Management Common Stock (WM) 0.2 $26M 115k 222.88
Acadian Asset Management Common Stock (AAMI) 0.2 $25M 350k 71.52
Abbott Laboratories Common Stock (ABT) 0.2 $25M 272k 90.74
Oracle Corp Common Stock (ORCL) 0.2 $24M 165k 146.55
Citigroup Common Stock (C) 0.2 $24M 173k 139.96
Teradata Corp Common Stock (TDC) 0.2 $24M 685k 34.65
Si-bone Common Stock (SIBN) 0.2 $23M 1.4M 16.32
Visa Common Stock (V) 0.1 $23M 66k 343.09
GE Vernova Common Stock (GEV) 0.1 $23M 19k 1174.86
Onto Innovation Common Stock (ONTO) 0.1 $22M 59k 378.45
Qualcomm Common Stock (QCOM) 0.1 $22M 116k 184.79
Darling Ingredients Common Stock (DAR) 0.1 $21M 389k 54.62
Gates Industrial Corp Common Stock (GTES) 0.1 $21M 753k 27.97
Voya Financial Common Stock (VOYA) 0.1 $21M 227k 90.53
Edison International Common Stock (EIX) 0.1 $21M 275k 74.45
NetScout Systems Common Stock (NTCT) 0.1 $21M 470k 43.55
Enpro Common Stock (NPO) 0.1 $20M 54k 376.93
State Street Corp Common Stock (STT) 0.1 $20M 119k 169.60
Arcosa Common Stock (ACA) 0.1 $20M 137k 145.29
Agree Realty Corp Reit (ADC) 0.1 $20M 260k 75.74
Extreme Networks Common Stock (EXTR) 0.1 $19M 594k 32.37
Dycom Industries Common Stock (DY) 0.1 $19M 38k 505.59
Pacira BioSciences Common Stock (PCRX) 0.1 $19M 750k 25.37
Chipotle Mexican Grill Common Stock (CMG) 0.1 $19M 552k 34.00
Danaher Corp Common Stock (DHR) 0.1 $19M 98k 190.48
JPMorgan Chase & Co Common Stock (JPM) 0.1 $19M 56k 327.33
Clean Harbors Common Stock (CLH) 0.1 $18M 62k 298.75
US Foods Holding Corp Common Stock (USFD) 0.1 $18M 180k 102.25
Teva Pharmaceutical Industries Adr (TEVA) 0.1 $18M 535k 33.88
Dole Common Stock (DOLE) 0.1 $18M 1.3M 13.72
Middleby Corp/The Common Stock (MIDD) 0.1 $18M 103k 172.01
Element Solutions Common Stock (ESI) 0.1 $18M 367k 47.75
Ball Corp Common Stock (BALL) 0.1 $17M 275k 62.40
Travere Therapeutics Common Stock (TVTX) 0.1 $17M 300k 56.81
Waters Corp Common Stock (WAT) 0.1 $17M 45k 375.03
Ferguson Enterprises Common Stock (FERG) 0.1 $17M 70k 237.33
JBT Marel Corp Common Stock (JBTM) 0.1 $17M 114k 145.00
Crinetics Pharmaceuticals Common Stock (CRNX) 0.1 $16M 435k 37.42
WW Grainger Common Stock (GWW) 0.1 $16M 12k 1360.40
Rayonier Reit (RYN) 0.1 $16M 747k 21.28
Zoetis Common Stock (ZTS) 0.1 $16M 220k 71.86
A10 Networks Common Stock (ATEN) 0.1 $15M 410k 37.36
Wyndham Hotels & Resorts Common Stock (WH) 0.1 $15M 180k 84.21
Zebra Technologies Corp Common Stock (ZBRA) 0.1 $15M 58k 263.26
Ventas Reit (VTR) 0.1 $15M 170k 88.80
McCormick & Co Common Stock (MKC) 0.1 $15M 296k 50.42
Rivian Automotive Common Stock (RIVN) 0.1 $15M 850k 17.35
Bank of New York Mellon Corp/T Common Stock (BNY) 0.1 $15M 102k 144.61
UFP Technologies Common Stock (UFPT) 0.1 $15M 56k 265.13
Cullen/Frost Bankers Common Stock (CFR) 0.1 $15M 95k 154.52
Lyft Common Stock (LYFT) 0.1 $15M 1.0M 14.61
BJ's Wholesale Club Holdings I Common Stock (BJ) 0.1 $14M 165k 87.22
Cytokinetics Common Stock (CYTK) 0.1 $14M 165k 85.19
Dutch Bros Common Stock (BROS) 0.1 $14M 195k 71.81
Cigna Group/The Common Stock (CI) 0.1 $14M 51k 275.68
Equinix Reit (EQIX) 0.1 $14M 13k 1042.39
Bio-Techne Corp Common Stock (TECH) 0.1 $14M 195k 70.65
PG&E Corp Common Stock (PCG) 0.1 $14M 816k 16.82
Taiwan Semiconductor Manufactu Adr (TSM) 0.1 $14M 28k 477.57
Emerson Electric Common Stock (EMR) 0.1 $13M 93k 143.15
AGCO Corp Common Stock (AGCO) 0.1 $13M 111k 119.70
Elevance Health Common Stock (ELV) 0.1 $13M 34k 386.73
Texas Instruments Common Stock (TXN) 0.1 $13M 44k 298.07
Tesla Common Stock (TSLA) 0.1 $13M 31k 420.60
Warby Parker Common Stock (WRBY) 0.1 $13M 425k 30.34
Cisco Systems Common Stock (CSCO) 0.1 $13M 109k 117.46
Colgate-Palmolive Common Stock (CL) 0.1 $12M 130k 91.68
Freshpet Common Stock (FRPT) 0.1 $12M 200k 59.12
Uber Technologies Common Stock (UBER) 0.1 $12M 163k 72.16
CNH Industrial NV Common Stock (CNH) 0.1 $12M 1.0M 11.23
Hewlett Packard Enterprise Common Stock (HPE) 0.1 $11M 254k 45.11
Hartford Insurance Group Inc/T Common Stock (HIG) 0.1 $11M 82k 132.52
AbbVie Common Stock (ABBV) 0.1 $11M 43k 251.64
Ulta Beauty Common Stock (ULTA) 0.1 $11M 24k 450.98
Roivant Sciences Common Stock (ROIV) 0.1 $11M 300k 35.39
Verizon Communications Common Stock (VZ) 0.1 $11M 249k 42.34
Nasdaq Common Stock (NDAQ) 0.1 $11M 133k 78.82
Planet Fitness Common Stock (PLNT) 0.1 $10M 194k 52.17
Adobe Common Stock (ADBE) 0.1 $10M 49k 205.02
Accenture Common Stock (ACN) 0.1 $9.7M 78k 124.44
Analog Devices Common Stock (ADI) 0.1 $9.6M 24k 397.17
Lindsay Corp Common Stock (LNN) 0.1 $9.4M 76k 123.80
Array Technologies Common Stock (ARRY) 0.1 $9.3M 1.3M 7.41
Autoliv Common Stock (ALV) 0.1 $9.3M 80k 116.17
Procter & Gamble Co/The Common Stock (PG) 0.1 $9.3M 63k 146.64
Ameris Bancorp Common Stock (ABCB) 0.1 $9.0M 100k 90.26
Meritage Homes Corp Common Stock (MTH) 0.1 $9.0M 107k 83.85
Enovis Corp Common Stock (ENOV) 0.1 $8.8M 424k 20.70
Modine Manufacturing Common Stock (MOD) 0.1 $8.5M 32k 267.02
Gartner Common Stock (IT) 0.1 $8.3M 64k 129.62
National Healthcare Properties Reit 0.1 $8.0M 548k 14.65
Health Catalyst Common Stock (HCAT) 0.1 $8.0M 4.0M 1.99
Workiva Common Stock (WK) 0.1 $7.9M 162k 48.51
Coca-Cola Co/The Common Stock (KO) 0.1 $7.9M 97k 81.27
Terreno Realty Corp Reit (TRNO) 0.1 $7.8M 120k 64.77
Casella Waste Systems Common Stock (CWST) 0.1 $7.8M 80k 96.97
Harmonic Common Stock (HLIT) 0.1 $7.8M 475k 16.33
Republic Services Common Stock (RSG) 0.0 $7.4M 35k 213.08
Twilio Common Stock (TWLO) 0.0 $7.2M 35k 206.33
Cummins Common Stock (CMI) 0.0 $7.2M 10k 713.21
Newmont Corp Common Stock (NEM) 0.0 $7.2M 77k 93.40
American Express Common Stock (AXP) 0.0 $7.0M 21k 338.25
S&P Global Common Stock (SPGI) 0.0 $6.9M 17k 407.26
Starbucks Corp Common Stock (SBUX) 0.0 $6.8M 67k 102.19
Marriott International Common Stock (MAR) 0.0 $6.8M 18k 370.59
Lear Corp Common Stock (LEA) 0.0 $6.8M 51k 134.06
Merit Medical Systems Common Stock (MMSI) 0.0 $6.8M 98k 69.34
Netflix Common Stock (NFLX) 0.0 $6.7M 94k 71.40
Cardinal Health Common Stock (CAH) 0.0 $6.6M 28k 237.56
Amgen Common Stock (AMGN) 0.0 $6.6M 18k 362.12
Otis Worldwide Corp Common Stock (OTIS) 0.0 $6.5M 91k 71.60
Seagate Technology Holdings PL Common Stock (STX) 0.0 $6.5M 6.8k 965.00
Williams-Sonoma Common Stock (WSM) 0.0 $6.5M 28k 233.10
MetLife Common Stock (MET) 0.0 $6.4M 76k 84.61
At&t Common Stock (T) 0.0 $6.4M 308k 20.70
Best Buy Common Stock (BBY) 0.0 $6.3M 83k 75.88
Target Corp Common Stock (TGT) 0.0 $6.3M 48k 130.61
Intuit Common Stock (INTU) 0.0 $6.3M 24k 261.00
DoorDash Common Stock (DASH) 0.0 $6.1M 33k 184.53
MSA Safety Common Stock (MSA) 0.0 $6.1M 35k 174.58
Prologis Reit (PLD) 0.0 $5.9M 44k 135.47
Bristol-Myers Squibb Common Stock (BMY) 0.0 $5.8M 101k 57.62
Walt Disney Co/The Common Stock (DIS) 0.0 $5.8M 60k 96.25
Prudential Financial Common Stock (PRU) 0.0 $5.7M 53k 107.93
Columbia Sportswear Common Stock (COLM) 0.0 $5.6M 91k 61.82
Wells Fargo & Co Common Stock (WFC) 0.0 $5.4M 66k 82.64
CME Group Common Stock (CME) 0.0 $5.4M 25k 220.83
IDEXX Laboratories Common Stock (IDXX) 0.0 $5.4M 10k 526.44
Lennox International Common Stock (LII) 0.0 $5.0M 8.7k 572.95
Palo Alto Networks Common Stock (PANW) 0.0 $4.6M 14k 341.02
Freeport-McMoRan Common Stock (FCX) 0.0 $4.6M 73k 62.89
TechTarget Common Stock (TTGT) 0.0 $4.5M 1.2M 3.60
American Electric Power Common Stock (AEP) 0.0 $4.3M 32k 136.81
Home Depot Inc/The Common Stock (HD) 0.0 $4.3M 12k 352.68
Willis Towers Watson Common Stock (WTW) 0.0 $4.1M 16k 261.37
Macy's Common Stock (M) 0.0 $4.0M 169k 23.55
Digital Realty Trust Reit (DLR) 0.0 $3.8M 21k 179.58
Welltower Reit (WELL) 0.0 $3.6M 16k 226.97
American Tower Corp Reit (AMT) 0.0 $3.5M 22k 163.57
Deckers Outdoor Corp Common Stock (DECK) 0.0 $3.5M 35k 99.29
8x8 Common Stock (EGHT) 0.0 $3.4M 2.0M 1.71
Rockwell Automation Common Stock (ROK) 0.0 $3.3M 6.7k 495.08
Edwards Lifesciences Corp Common Stock (EW) 0.0 $3.1M 35k 90.46
Fifth Third Bancorp Common Stock (FITB) 0.0 $3.1M 55k 56.37
T Rowe Price Group Common Stock (TROW) 0.0 $3.0M 27k 113.69
NetApp Common Stock (NTAP) 0.0 $2.9M 19k 154.76
LPL Financial Holdings Common Stock (LPLA) 0.0 $2.9M 10k 281.68
Lululemon Athletica Common Stock (LULU) 0.0 $2.8M 25k 114.18
Centene Corp Common Stock (CNC) 0.0 $2.6M 41k 64.19
Allstate Corp/The Common Stock (ALL) 0.0 $2.6M 11k 237.94
BorgWarner Common Stock (BWA) 0.0 $2.6M 38k 66.40
Lowe's Cos Common Stock (LOW) 0.0 $2.5M 12k 220.49
Weyerhaeuser Reit (WY) 0.0 $2.5M 105k 23.94
Principal Financial Group Common Stock (PFG) 0.0 $2.5M 23k 107.78
Albemarle Corp Common Stock (ALB) 0.0 $2.5M 18k 135.03
PNC Financial Services Group I Common Stock (PNC) 0.0 $2.4M 9.8k 246.22
Stanley Black & Decker Common Stock (SWK) 0.0 $2.4M 25k 94.12
Axalta Coating Systems Common Stock (AXTA) 0.0 $2.3M 69k 34.22
Unum Group Common Stock (UNM) 0.0 $2.3M 26k 89.40
Regions Financial Corp Common Stock (RF) 0.0 $2.3M 76k 30.20
CRH Common Stock (CRH) 0.0 $2.3M 21k 107.00
Clorox Co/The Common Stock (CLX) 0.0 $2.2M 23k 95.44
Bank of America Corp Common Stock (BAC) 0.0 $2.2M 38k 56.98
Regency Centers Corp Reit (REG) 0.0 $2.1M 27k 79.74
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $2.1M 4.1k 496.73
Moody's Corp Common Stock (MCO) 0.0 $2.0M 4.4k 452.92
Owens Corning Common Stock (OC) 0.0 $2.0M 13k 158.96
Vulcan Materials Common Stock (VMC) 0.0 $2.0M 6.7k 295.01
CBRE Group Common Stock (CBRE) 0.0 $2.0M 15k 134.69
Gen Digital Common Stock (GEN) 0.0 $1.9M 76k 24.89
Cencora Common Stock (COR) 0.0 $1.9M 6.6k 282.98
Travelers Cos Inc/The Common Stock (TRV) 0.0 $1.8M 5.5k 330.12
Synchrony Financial Common Stock (SYF) 0.0 $1.8M 24k 76.05
International Business Machine Common Stock (IBM) 0.0 $1.8M 6.5k 281.21
Verisk Analytics Common Stock (VRSK) 0.0 $1.8M 10k 179.53
Bright Horizons Family Solutio Common Stock (BFAM) 0.0 $1.8M 25k 70.88
WEC Energy Group Common Stock (WEC) 0.0 $1.8M 15k 116.77
SBA Communications Corp Reit (SBAC) 0.0 $1.8M 10k 176.46
US Bancorp Common Stock (USB) 0.0 $1.7M 29k 60.40
Lincoln National Corp Common Stock (LNC) 0.0 $1.7M 49k 35.35
Blackrock Common Stock (BLK) 0.0 $1.7M 1.8k 961.56
Consolidated Edison Common Stock (ED) 0.0 $1.7M 15k 110.63
Stryker Corp Common Stock (SYK) 0.0 $1.7M 5.4k 314.84
PayPal Holdings Common Stock (PYPL) 0.0 $1.7M 38k 43.18
Broadridge Financial Solutions Common Stock (BR) 0.0 $1.6M 12k 136.95
General Motors Common Stock (GM) 0.0 $1.6M 21k 77.08
Southern Copper Corp Common Stock (SCCO) 0.0 $1.5M 8.5k 174.26
Walmart Common Stock (WMT) 0.0 $1.4M 13k 113.26
ResMed Common Stock (RMD) 0.0 $1.4M 7.1k 194.88
GE HealthCare Technologies Common Stock (GEHC) 0.0 $1.3M 20k 64.01
Vanguard Ttl Stk Mkt Etf Etf (VTI) 0.0 $363k 981.00 370.13
Grab Holdings Common Stock (GRAB) 0.0 $49k 13k 3.77