Impax Asset Management Group plc

FundLondon · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$15.4B

Reported value of US stock holdings on Jun 30, the filing's own figure

284 positions · filed Aug 11, 42 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 11 · against the report before it

New positions

9, biggest 4

BMI Badger Meter Inc 946K shares0.9% of this fund's holdings

TEVA Teva Pharmaceutical Industries 535K shares0.1% of this fund's holdings

ZBRA Zebra Technologies Corp 57,500 sharesunder 0.1% of this fund's holdings

EQIX Equinix Inc 13,339 sharesunder 0.1% of this fund's holdings

Sold out

12, biggest 4

BLDX Impax Global Infrastructure ET All 2.8M shares

CHE Chemed Corp All 176K shares

no ticker Sealed Air Corp All 145K shares

RVTY Revvity Inc All 62,822 shares

Added to

117, biggest 4

KLAC KLA Corp +2.1M shares+582%

NVDA NVIDIA Corp +81,671 shares+2%

MSFT Microsoft Corp +162K shares+14%

AWK American Water Works Co Inc +766K shares+27%

Trimmed

100, biggest 4

no ticker Linde PLC −292K shares−17%

XYL Xylem Inc/NY −117K shares−3%

WCN Waste Connections Inc −138K shares−7%

WMS Advanced Drainage Systems Inc −81,568 shares−4%

Top holdings

Reference, not news

Top holdings · 284 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 KLAC KLA Corp 2.5M 4.9% +582%

2 NVDA NVIDIA Corp 3.7M 4.8% +2%

3 Linde PLC 1.4M 4.8% −17%

4 XYL Xylem Inc/NY 4.5M 3.4% −3%

5 MSFT Microsoft Corp 1.4M 3.3% +14%

6 AWK American Water Works Co Inc 3.6M 3.1% +27%

7 VLTO Veralto Corp 5.2M 3.0% +54%

8 CTAS Cintas Corp 2.4M 2.7% +61%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.