Impax Asset Management Group plc
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| KLA Corp | 0 | 363,789 | +363,789 | 0 | 535,647,414 | +535,647,414 |
| Waste Connections Inc | 0 | 2,117,425 | +2,117,425 | 0 | 343,954,488 | +343,954,488 |
| Vertiv Holdings Co | 0 | 1,084,483 | +1,084,483 | 0 | 271,749,750 | +271,749,750 |
| American Water Works Co Inc | 0 | 2,817,225 | +2,817,225 | 0 | 383,396,150 | +383,396,150 |
| Itron Inc | 0 | 2,193,148 | +2,193,148 | 0 | 196,571,893 | +196,571,893 |
| Impax Global Infrastructure ET | 0 | 2,755,857 | +2,755,857 | 0 | 70,675,331 | +70,675,331 |
| NVIDIA Corp | 0 | 3,641,085 | +3,641,085 | 0 | 635,005,186 | +635,005,186 |
| QXO Inc | 0 | 4,713,068 | +4,713,068 | 0 | 91,527,791 | +91,527,791 |
| Linde PLC | 0 | 1,711,780 | +1,711,780 | 0 | 848,631,948 | +848,631,948 |
| Ecolab Inc | 0 | 859,293 | +859,293 | 0 | 228,589,124 | +228,589,124 |
| Pinnacle Financial Partners In | 0 | 414,438 | +414,438 | 0 | 35,699,689 | +35,699,689 |
| Westinghouse Air Brake Technol | 0 | 318,350 | +318,350 | 0 | 79,558,849 | +79,558,849 |
| Cia de Saneamento Basico do Es | 0 | 6,742,360 | +6,742,360 | 0 | 205,709,404 | +205,709,404 |
| MercadoLibre Inc | 0 | 19,738 | +19,738 | 0 | 34,127,397 | +34,127,397 |
| Union Pacific Corp | 0 | 748,216 | +748,216 | 0 | 181,532,347 | +181,532,347 |
| Nextpower Inc | 0 | 175,688 | +175,688 | 0 | 21,179,188 | +21,179,188 |
| On Holding AG | 0 | 672,474 | +672,474 | 0 | 22,877,565 | +22,877,565 |
| Teradata Corp | 0 | 547,029 | +547,029 | 0 | 14,020,353 | +14,020,353 |
| JBT Marel Corp | 0 | 105,887 | +105,887 | 0 | 13,539,771 | +13,539,771 |
| Franklin Electric Co Inc | 0 | 1,296,609 | +1,296,609 | 0 | 119,508,452 | +119,508,452 |
| AAON Inc | 0 | 1,436,288 | +1,436,288 | 0 | 118,852,865 | +118,852,865 |
| GE Vernova Inc | 0 | 23,937 | +23,937 | 0 | 20,894,810 | +20,894,810 |
| Broadcom Inc | 0 | 170,190 | +170,190 | 0 | 52,675,507 | +52,675,507 |
| UFP Technologies Inc | 0 | 55,500 | +55,500 | 0 | 10,744,800 | +10,744,800 |
| Verizon Communications Inc | 0 | 248,578 | +248,578 | 0 | 12,478,616 | +12,478,616 |
| Deere & Co | 0 | 18,532 | +18,532 | 0 | 10,439,076 | +10,439,076 |
| PG&E Corp | 0 | 573,043 | +573,043 | 0 | 10,068,366 | +10,068,366 |
| Tetra Tech Inc | 0 | 3,830,074 | +3,830,074 | 0 | 115,361,829 | +115,361,829 |
| Lam Research Corp | 0 | 69,076 | +69,076 | 0 | 14,758,778 | +14,758,778 |
| Newmont Corp | 0 | 66,299 | +66,299 | 0 | 7,176,867 | +7,176,867 |
| Adobe Inc | 0 | 47,257 | +47,257 | 0 | 11,487,232 | +11,487,232 |
| AT&T Inc | 0 | 294,186 | +294,186 | 0 | 8,528,452 | +8,528,452 |
| Cigna Group/The | 0 | 26,359 | +26,359 | 0 | 7,031,263 | +7,031,263 |
| Dutch Bros Inc | 0 | 135,000 | +135,000 | 0 | 6,839,100 | +6,839,100 |
| Apple Inc | 0 | 421,335 | +421,335 | 0 | 106,930,610 | +106,930,610 |
| Merck & Co Inc | 0 | 150,937 | +150,937 | 0 | 18,156,212 | +18,156,212 |
| Darling Ingredients Inc | 0 | 770,339 | +770,339 | 0 | 47,645,467 | +47,645,467 |
| Johnson & Johnson | 0 | 117,316 | +117,316 | 0 | 28,676,723 | +28,676,723 |
| Ormat Technologies Inc | 0 | 723,077 | +723,077 | 0 | 80,926,778 | +80,926,778 |
| Intel Corp | 0 | 162,756 | +162,756 | 0 | 7,182,422 | +7,182,422 |
| nVent Electric PLC | 0 | 527,865 | +527,865 | 0 | 62,435,872 | +62,435,872 |
| Mitek Systems Inc | 0 | 1,433,524 | +1,433,524 | 0 | 19,352,574 | +19,352,574 |
| Hartford Insurance Group Inc/T | 0 | 78,405 | +78,405 | 0 | 10,602,708 | +10,602,708 |
| Wyndham Hotels & Resorts Inc | 0 | 180,000 | +180,000 | 0 | 14,621,400 | +14,621,400 |
| Modine Manufacturing Co | 0 | 50,000 | +50,000 | 0 | 10,835,500 | +10,835,500 |
| Waters Corp | 0 | 314,584 | +314,584 | 0 | 93,683,157 | +93,683,157 |
| BJ's Wholesale Club Holdings I | 0 | 164,955 | +164,955 | 0 | 16,234,871 | +16,234,871 |
| Agree Realty Corp | 0 | 260,000 | +260,000 | 0 | 19,598,800 | +19,598,800 |
| Abbott Laboratories | 0 | 206,569 | +206,569 | 0 | 21,208,439 | +21,208,439 |
| Acadian Asset Management Inc | 0 | 823,323 | +823,323 | 0 | 44,805,238 | +44,805,238 |
| QUALCOMM Inc | 0 | 84,167 | +84,167 | 0 | 10,839,026 | +10,839,026 |
| AbbVie Inc | 0 | 27,400 | +27,400 | 0 | 5,959,226 | +5,959,226 |
| A10 Networks Inc | 0 | 470,000 | +470,000 | 0 | 10,866,400 | +10,866,400 |
| Edison International | 0 | 197,801 | +197,801 | 0 | 14,475,077 | +14,475,077 |
| American Electric Power Co Inc | 0 | 30,208 | +30,208 | 0 | 3,959,665 | +3,959,665 |
| Visa Inc | 0 | 54,136 | +54,136 | 0 | 16,362,065 | +16,362,065 |
| Citigroup Inc | 0 | 172,784 | +172,784 | 0 | 19,595,433 | +19,595,433 |
| Micron Technology Inc | 0 | 28,682 | +28,682 | 0 | 9,689,927 | +9,689,927 |
| Generac Holdings Inc | 0 | 336,461 | +336,461 | 0 | 65,720,927 | +65,720,927 |
| Littelfuse Inc | 0 | 345,705 | +345,705 | 0 | 117,314,992 | +117,314,992 |
| NetScout Systems Inc | 0 | 522,000 | +522,000 | 0 | 16,594,380 | +16,594,380 |
| Gates Industrial Corp PLC | 0 | 552,713 | +552,713 | 0 | 12,496,841 | +12,496,841 |
| T Rowe Price Group Inc | 0 | 25,306 | +25,306 | 0 | 2,281,083 | +2,281,083 |
| Cytokinetics Inc | 0 | 125,000 | +125,000 | 0 | 8,238,750 | +8,238,750 |
| Trex Co Inc | 0 | 1,766,368 | +1,766,368 | 0 | 64,331,123 | +64,331,123 |
| Enpro Inc | 0 | 48,000 | +48,000 | 0 | 12,031,200 | +12,031,200 |
| Nasdaq Inc | 0 | 20,390 | +20,390 | 0 | 1,730,907 | +1,730,907 |
| Consolidated Edison Inc | 0 | 15,238 | +15,238 | 0 | 1,724,637 | +1,724,637 |
| Gartner Inc | 0 | 10,771 | +10,771 | 0 | 1,705,480 | +1,705,480 |
| WEC Energy Group Inc | 0 | 14,632 | +14,632 | 0 | 1,693,947 | +1,693,947 |
| Fidelity National Information | 0 | 35,504 | +35,504 | 0 | 1,665,493 | +1,665,493 |
| Travelers Cos Inc/The | 0 | 5,543 | +5,543 | 0 | 1,616,782 | +1,616,782 |
| Tesla Inc | 0 | 72,983 | +72,983 | 0 | 27,131,430 | +27,131,430 |
| International Business Machine | 0 | 6,489 | +6,489 | 0 | 1,572,869 | +1,572,869 |
| AGCO Corp | 0 | 112,652 | +112,652 | 0 | 13,052,987 | +13,052,987 |
| Walmart Inc | 0 | 12,585 | +12,585 | 0 | 1,564,064 | +1,564,064 |
| Arcosa Inc | 0 | 171,500 | +171,500 | 0 | 18,203,010 | +18,203,010 |
| Synchrony Financial | 0 | 22,960 | +22,960 | 0 | 1,561,739 | +1,561,739 |
| Victory Capital Holdings Inc | 0 | 650,000 | +650,000 | 0 | 42,562,000 | +42,562,000 |
| General Motors Co | 0 | 20,475 | +20,475 | 0 | 1,525,388 | +1,525,388 |
| US Bancorp | 0 | 28,694 | +28,694 | 0 | 1,492,375 | +1,492,375 |
| Southern Copper Corp | 0 | 8,425 | +8,425 | 0 | 1,449,606 | +1,449,606 |
| Eastern Bankshares Inc | 0 | 1,275,000 | +1,275,000 | 0 | 24,939,000 | +24,939,000 |
| GE HealthCare Technologies Inc | 0 | 19,852 | +19,852 | 0 | 1,413,065 | +1,413,065 |
| Alphabet Inc | 0 | 75,571 | +75,571 | 0 | 21,678,297 | +21,678,297 |
| Owens Corning | 0 | 12,580 | +12,580 | 0 | 1,361,408 | +1,361,408 |
| Albemarle Corp | 0 | 17,528 | +17,528 | 0 | 3,146,802 | +3,146,802 |
| Centene Corp | 0 | 38,856 | +38,856 | 0 | 1,272,145 | +1,272,145 |
| Cintas Corp | 0 | 1,503,567 | +1,503,567 | 0 | 254,313,322 | +254,313,322 |
| Lowe's Cos Inc | 0 | 10,956 | +10,956 | 0 | 2,588,684 | +2,588,684 |
| Regency Centers Corp | 0 | 25,710 | +25,710 | 0 | 1,945,219 | +1,945,219 |
| Rivian Automotive Inc | 0 | 650,000 | +650,000 | 0 | 9,782,500 | +9,782,500 |
| WESCO International Inc | 0 | 7,899 | +7,899 | 0 | 2,161,324 | +2,161,324 |
| Mueller Water Products Inc | 0 | 2,948,281 | +2,948,281 | 0 | 81,048,245 | +81,048,245 |
| Prologis Inc | 0 | 41,839 | +41,839 | 0 | 5,530,279 | +5,530,279 |
| Weyerhaeuser Co | 0 | 100,398 | +100,398 | 0 | 2,452,723 | +2,452,723 |
| Analog Devices Inc | 0 | 19,420 | +19,420 | 0 | 6,178,279 | +6,178,279 |
| Allstate Corp/The | 0 | 10,406 | +10,406 | 0 | 2,157,580 | +2,157,580 |
| Lear Corp | 0 | 23,124 | +23,124 | 0 | 2,799,854 | +2,799,854 |
| Principal Financial Group Inc | 0 | 22,113 | +22,113 | 0 | 1,992,602 | +1,992,602 |