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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Impax Asset Management Group plc

Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001749768-24-000011

Total Value
$26.13B
Positions
308
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT3,050,129$1.28B4.91%
2Linde PLCLIN2,683,023$1.24B4.76%
3American Water Works Co Inc0304201036,654,512$812.4M3.11%
4Pentair PLCPNR9,235,762$787.7M3.01%
5Cintas CorpCTAS890,726$611.1M2.34%
6Mastercard IncMA1,174,226$564.1M2.16%
7Applied Materials Inc0382221052,715,821$559.3M2.14%
8Aptiv PLCAPTV6,967,885$554.4M2.12%
9TE Connectivity LtdTEL3,712,027$538.5M2.06%
10IDEX Corp45167R1041,962,332$478.8M1.83%
11United Rentals IncURI603,614$434.7M1.66%
12Thermo Fisher Scientific IncTMO704,952$408.7M1.56%
13Advanced Drainage Systems Inc00790R1042,378,482$408.7M1.56%
14Danaher Corp2358511021,581,878$394.2M1.51%
15Veralto CorpVLTO4,433,319$392.5M1.50%
16Waste Management Inc94106L1091,737,194$370.3M1.42%
17MSCI IncMSCI645,566$361.0M1.38%
18HDFC Bank LtdHDB6,405,453$357.7M1.37%
19Republic Services Inc7607591001,852,635$354.7M1.36%
20IQVIA Holdings IncIQV1,370,646$345.9M1.32%
21Cadence Design Systems IncCDNS1,093,289$339.7M1.30%
22Visa IncV1,211,748$337.6M1.29%
23Watts Water Technologies IncWTS1,583,817$335.9M1.29%
24Agilent Technologies IncA2,271,370$330.5M1.27%
25Marsh & McLennan Cos Inc5717481021,503,752$309.0M1.18%
26Analog Devices IncADI1,550,344$306.0M1.17%
27Boston Scientific CorpBSX4,465,066$305.1M1.17%
28Zurn Elkay Water Solutions Cor98983L1089,005,126$300.8M1.15%
29A O Smith CorpAOS3,249,211$290.7M1.11%
30RenaissanceRe Holdings LtdRNR-PG1,190,845$279.3M1.07%
31Cia de Saneamento Basico do EsSBS16,174,743$271.4M1.04%
32Autodesk IncADSK1,018,830$265.3M1.02%
33Mettler-Toledo International IMTD198,512$264.3M1.01%
34Texas Instruments Inc8825081041,495,112$260.5M1.00%
35Carrier Global CorpCARR4,410,205$256.4M0.98%
36Xylem Inc/NYXYL1,971,822$254.8M0.98%
37Hubbell IncHUBB600,073$249.1M0.95%
38Waters Corp941848103714,371$245.9M0.94%
39Becton Dickinson & CoBDX985,782$243.3M0.93%
40Oracle CorpORCL-PD1,900,191$238.3M0.91%
41Valmont Industries Inc920253101941,368$214.9M0.82%
42ANSYS Inc03662Q105600,614$208.5M0.80%
43PTC IncPTC1,093,229$205.3M0.79%
44Masco CorpMAS2,595,851$204.8M0.78%
45Trane Technologies PLCTT675,389$202.8M0.78%
46Ecolab IncECL870,440$201.0M0.77%
47STERIS PLCSTE887,134$198.7M0.76%
48Rayonier IncRYN5,810,831$192.3M0.74%
49Littelfuse IncLFUS781,259$188.4M0.72%
50Cooper Cos Inc/The2166485011,800,912$182.3M0.70%
51Ormat Technologies IncORA2,718,302$179.0M0.69%
52Trimble IncTRMB2,747,478$176.0M0.67%
53Chemed CorpCHE265,969$170.7M0.65%
54Darling Ingredients IncDAR3,575,540$165.6M0.63%
55Monolithic Power Systems Inc609839105243,682$164.2M0.63%
56Stericycle Inc8589121083,125,394$163.6M0.63%
57Cognex CorpCGNX3,839,595$162.9M0.62%
58Crown Holdings IncCCK1,947,565$154.4M0.59%
59AECOMACM1,517,137$148.8M0.57%
60Generac Holdings IncGNRC1,163,291$145.9M0.56%
61Mueller Water Products Inc6247581088,982,587$144.5M0.55%
62Graphic Packaging Holding CoGPK4,928,943$142.9M0.55%
63Altair Engineering Inc0213691031,659,449$142.1M0.54%
64SiteOne Landscape Supply IncSITE811,628$141.7M0.54%
65Apple IncAAPL824,139$141.3M0.54%
66Lennox International Inc526107107289,926$141.0M0.54%
67Alphabet IncGOOG842,466$127.2M0.49%
68International Flavors & Fragra4595061011,467,171$126.2M0.48%
69KLA CorpKLAC180,131$125.8M0.48%
70Repligen CorpRGEN681,020$124.5M0.48%
71NVIDIA CorpNVDA137,263$124.0M0.47%
72Clean Harbors IncCLH565,614$112.6M0.43%
73Badger Meter IncBMI669,246$107.7M0.41%
74Franklin Electric Co IncFELE991,250$105.9M0.41%
75McCormick & Co Inc/MDMKC-V1,240,572$95.3M0.36%
76AZEK Co Inc/The05478C1051,842,444$91.7M0.35%
77Merck & Co IncMRK635,446$83.8M0.32%
78JPMorgan Chase & CoVYLD408,572$81.8M0.31%
79Walt Disney Co/The254687106661,430$80.9M0.31%
80Voya Financial IncVOYA-PB1,042,620$77.1M0.29%
81Abbott LaboratoriesABLZF676,082$76.8M0.29%
82Vertiv Holdings CoVRT858,594$70.1M0.27%
83Procter & Gamble Co/The742718109422,524$68.6M0.26%
84Herc Holdings IncHRI399,592$66.6M0.26%
85Salesforce IncCRM219,736$66.2M0.25%
86SolarEdge Technologies IncSEDG935,102$66.0M0.25%
87Carlisle Cos Inc142339100159,631$62.6M0.24%
88Ball CorpBALL877,695$59.1M0.23%
89Donaldson Co IncDCI793,294$58.6M0.22%
90ServiceNow IncNOW75,383$57.5M0.22%
91CME Group IncCME259,153$55.8M0.21%
92Ferguson PLCG3421J106254,778$55.7M0.21%
93Hilton Worldwide Holdings IncHLT257,305$54.9M0.21%
94Marvell Technology IncMRVL769,608$54.5M0.21%
95CVS Health CorpCVS659,428$52.6M0.20%
96Trex Co IncTREX509,594$50.8M0.19%
97Target CorpTGT278,354$49.3M0.19%
98Colgate-Palmolive CoCL542,738$48.9M0.19%
99Lowe's Cos Inc548661107184,850$47.1M0.18%
100Avantor IncAVTR1,826,049$46.7M0.18%
101Dell Technologies IncDELL408,318$46.6M0.18%
102United Parcel Service IncUPS298,022$44.3M0.17%
103Sonoco Products Co835495102765,038$44.2M0.17%
104CryoPort IncCYRX2,515,109$44.2M0.17%
105Ulta Beauty IncULTA80,558$42.1M0.16%
106KeyCorp4932671082,635,747$41.7M0.16%
107Baxter International Inc071813109967,308$41.3M0.16%
108Citizens Financial Group IncCIA1,121,420$40.7M0.16%
109Prologis IncPLDGP311,741$40.6M0.16%
110PPG Industries Inc693506107278,833$40.4M0.15%
111California Water Service Group130788102861,344$40.0M0.15%
112Avery Dennison CorpAVY178,372$39.8M0.15%
113Palo Alto Networks IncPANW133,444$37.9M0.15%
114Weyerhaeuser CoWY996,202$35.8M0.14%
115Alexandria Real Estate Equitie015271109248,789$32.1M0.12%
116Otis Worldwide CorpOTIS322,731$32.0M0.12%
117Victory Capital Holdings Inc92645B103750,000$31.8M0.12%
118Tractor Supply CoTSCO118,209$30.9M0.12%
119T-Mobile US IncTMUSZ182,951$29.9M0.11%
120Alphabet IncGOOG193,465$29.5M0.11%
121Align Technology IncALGN88,275$28.9M0.11%
122Vertex Pharmaceuticals IncVRTX67,758$28.3M0.11%
123Amazon.com IncAMZN154,633$27.9M0.11%
124Dole PLCDOLE2,207,093$26.3M0.10%
125Dexcom IncDXCM186,578$25.9M0.10%
126Middleby Corp/TheMIDD152,229$24.5M0.09%
127Core & Main IncCNM425,763$24.4M0.09%
128Brightsphere Investment GroupAAMI1,048,818$24.0M0.09%
129AGCO CorpAGCO182,203$22.4M0.09%
130Eli Lilly & CoLLY27,888$21.7M0.08%
131Enphase Energy IncENPH162,916$19.7M0.08%
132Onto Innovation IncONTO107,057$19.4M0.07%
133Johnson & JohnsonJNJ118,596$18.8M0.07%
134Ligand Pharmaceuticals IncLGNZZ255,208$18.7M0.07%
135Westrock CoWEST377,081$18.6M0.07%
136Broadcom IncAVGO13,756$18.2M0.07%
137US Foods Holding CorpUSFD335,000$18.1M0.07%
138Axonics Inc05465P101244,525$16.9M0.06%
139Roivant Sciences LtdROIV1,600,000$16.9M0.06%
140Health Catalyst IncHCAT2,154,475$16.2M0.06%
141Arcosa IncACA170,000$14.6M0.06%
142Dycom Industries Inc267475101101,500$14.6M0.06%
143Element Solutions IncESI561,946$14.0M0.05%
144Huron Consulting Group IncHURN144,000$13.9M0.05%
145Bristol-Myers Squibb CoCELG-RI252,642$13.7M0.05%
146Ciena CorpCIEN276,064$13.7M0.05%
147Enovis CorpENOV210,630$13.2M0.05%
148Zoetis IncZTS77,344$13.1M0.05%
149Shockwave Medical Inc82489T10440,000$13.0M0.05%
150Accenture PLCACN37,306$12.9M0.05%
151Elevance Health IncELV24,634$12.8M0.05%
152Prestige Consumer Healthcare I74112D101170,000$12.3M0.05%
153Netflix IncNFLX19,870$12.1M0.05%
154Agree Realty Corp008492100210,000$12.0M0.05%
155Enpro IncNPO70,000$11.8M0.05%
156Intuit IncINTU17,959$11.7M0.04%
157Workiva IncWK136,086$11.5M0.04%
158Coca-Cola Co/TheKO183,937$11.3M0.04%
159General Mills Inc370334104159,953$11.2M0.04%
160Bath & Body Works IncBBWI221,413$11.1M0.04%
161Cisco Systems IncCSCO214,413$10.7M0.04%
162A10 Networks IncATEN775,000$10.6M0.04%
163Emerson Electric CoEMR92,315$10.5M0.04%
164Eastern Bankshares IncEBC750,000$10.3M0.04%
165QuinStreet IncQNST575,395$10.2M0.04%
166Mitek Systems IncMITK720,349$10.2M0.04%
167Shoals Technologies Group IncSHLS897,992$10.0M0.04%
168Healthcare Realty Trust Inc42226K105706,352$10.0M0.04%
169Terreno Realty Corp88146M101150,000$10.0M0.04%
170Citigroup IncC-PR157,146$9.9M0.04%
171Gates Industrial Corp PLCG39108108558,067$9.9M0.04%
172Americold Realty Trust IncCOLD390,000$9.7M0.04%
173Best Buy Co IncBBY116,645$9.6M0.04%
174Marriott International Inc/MD57190320237,722$9.5M0.04%
175Starbucks CorpSBUX102,583$9.4M0.04%
176Edison International281020107131,779$9.3M0.04%
177TechTarget IncTTGT281,387$9.3M0.04%
178Gilead Sciences IncGILD125,801$9.2M0.04%
179Booz Allen Hamilton Holding CoBAH60,874$9.0M0.03%
1808x8 Inc2829141003,330,000$9.0M0.03%
181Estee Lauder Cos Inc/The51843910457,813$8.9M0.03%
182Simply Good Foods Co/TheSMPL258,620$8.8M0.03%
183Lindsay CorpLNN74,753$8.8M0.03%
184Cummins IncCMI29,368$8.7M0.03%
185Clorox Co/TheCLX55,918$8.6M0.03%
186CDW Corp/DECDW33,391$8.5M0.03%
187Willis Towers Watson PLCWTW30,764$8.5M0.03%
188Omnicom Group IncOMC87,402$8.5M0.03%
189Planet Fitness IncPLNT134,800$8.4M0.03%
190Cardinal Health IncCAH75,203$8.4M0.03%
191Progressive Corp/The74331510339,850$8.2M0.03%
192Verra Mobility CorpVRRM318,661$8.0M0.03%
193SI-BONE IncSIBN475,343$7.8M0.03%
194Toro Co/TheTORO84,065$7.7M0.03%
195Sprout Social IncSPT128,724$7.7M0.03%
196Pacira BioSciences IncPCRX260,027$7.6M0.03%
197Lululemon Athletica IncLULU18,249$7.1M0.03%
198Essential Utilities Inc29670G102189,482$7.0M0.03%
199Neurocrine Biosciences IncNBIX50,000$6.9M0.03%
200Etsy IncETSY100,000$6.9M0.03%
201BJ's Wholesale Club Holdings I05550J10189,955$6.8M0.03%
202MSA Safety IncMNESP35,089$6.8M0.03%
203Revvity IncRVTY64,478$6.8M0.03%
204Visteon CorpVC57,500$6.8M0.03%
205AbbVie IncABBV33,164$6.0M0.02%
206Casella Waste Systems IncCWST60,000$5.9M0.02%
207Freshpet IncFRPT50,000$5.8M0.02%
208Carter's IncCRI67,826$5.7M0.02%
209Independent Bank Corp453836108110,000$5.7M0.02%
210National Vision Holdings IncEYE255,669$5.7M0.02%
211ASML Holding NVASMLF5,831$5.7M0.02%
212Adobe IncADBE11,136$5.6M0.02%
213Verizon Communications IncVZ133,069$5.6M0.02%
214Tecnoglass IncTGLS100,000$5.2M0.02%
215QUALCOMM IncQCOM29,786$5.0M0.02%
216Kroger Co/TheKR86,882$5.0M0.02%
217Digital Realty Trust Inc25386810333,600$4.8M0.02%
218Taiwan Semiconductor Manufactu87403910034,714$4.7M0.02%
219Welltower IncWELL50,423$4.7M0.02%
220MetLife IncMET-PF58,453$4.3M0.02%
221Lam Research CorpLRCX4,394$4.3M0.02%
222McDonald's CorpMCD14,683$4.1M0.02%
223OmniAb IncOABIW761,387$4.1M0.02%
224Columbia Sportswear CoCOLM50,515$4.1M0.02%
225American Tower Corp03027X10019,611$3.9M0.01%
226CBRE Group IncCBRE39,133$3.8M0.01%
227S&P Global IncSPGI8,684$3.7M0.01%
228Pfizer IncPFE132,141$3.7M0.01%
229Option Care Health IncOPCH100,000$3.4M0.01%
230Hasbro IncHAS55,944$3.2M0.01%
231Casey's General Stores Inc1475281039,448$3.0M0.01%
232Expedia Group IncEXPE21,710$3.0M0.01%
233Equinix IncEQIX3,590$3.0M0.01%
234HubSpot IncHUBS4,691$2.9M0.01%
235American Express CoAXP12,376$2.8M0.01%
236Extreme Networks IncEXTR240,178$2.8M0.01%
237Stryker CorpSYK7,220$2.6M0.01%
238Cigna Group/The1255231006,830$2.5M0.01%
239Deckers Outdoor CorpDECK2,545$2.4M0.01%
240Bank of New York Mellon Corp/T06405810041,558$2.4M0.01%
241Intel CorpINTC52,653$2.3M0.01%
242International Business MachineINTR12,176$2.3M0.01%
243Sysco CorpSYY28,531$2.3M0.01%
244Kimberly-Clark CorpKMB17,434$2.3M0.01%
245Watsco IncWSO-B5,093$2.2M0.01%
246Amgen IncAMGN7,403$2.1M0.01%
247Grand Canyon Education IncLOPE15,361$2.1M0.01%
248Home Depot Inc/TheHD5,299$2.0M0.01%
249Ameriprise Financial Inc03076C1064,629$2.0M0.01%
250Johnson Controls InternationalG5150210529,114$1.9M0.01%
251Hartford Financial Services GrHIG-PG17,789$1.8M0.01%
252Rockwell Automation IncROK5,757$1.7M0.01%
253Automatic Data Processing IncADP5,596$1.4M0.01%
254HP IncHPQ42,968$1.3M0.00%
255Martin Marietta Materials Inc5732841062,055$1.3M0.00%
256Keysight Technologies IncKEYS7,947$1.2M0.00%
257Electronic Arts IncEA8,888$1.2M0.00%
258Pinterest IncPINS32,700$1.1M0.00%
259Intuitive Surgical IncISRG2,787$1.1M0.00%
260nVent Electric PLCNVT13,672$1.0M0.00%
261Celanese CorpCE5,905$1.0M0.00%
262Affiliated Managers Group IncMGRE5,890$986,3980.00%
263Whirlpool CorpWHR-PA8,183$978,9320.00%
264Acuity Brands IncAYI3,576$960,9780.00%
265Prudential Financial IncPUKPF8,039$943,7790.00%
266IDEXX Laboratories Inc45168D1041,745$942,1780.00%
267Hyatt Hotels CorpH5,881$938,7250.00%
268Invesco LtdIVZ56,500$937,3350.00%
269Fifth Third BancorpFITBM25,100$933,9710.00%
270Harley-Davidson IncHOG21,183$926,5440.00%
271PayPal Holdings IncPYPL13,647$914,2130.00%
272PNC Financial Services Group I6934751055,634$910,4540.00%
273Gartner IncIT1,905$908,0560.00%
274Globant SAGLOB4,483$905,1180.00%
275NVR IncNVR111$899,0960.00%
276Hershey Co/TheHSY4,571$889,0600.00%
277Annaly Capital Management IncNLY-PJ45,000$886,0500.00%
278Illinois Tool Works Inc4523081093,201$858,9240.00%
279Illumina IncILMN6,250$858,2500.00%
280Verisk Analytics IncVRSK3,600$848,6280.00%
281Advanced Micro Devices IncAMD4,700$848,3030.00%
282Aflac IncAFL9,610$825,1150.00%
283Macy's Inc55616P10441,000$819,5900.00%
284Flowserve CorpFLS17,831$814,5200.00%
285J M Smucker Co/The8326964056,466$813,8750.00%
286Take-Two Interactive SoftwareTTWO5,419$804,6670.00%
287Boston Properties IncBXP12,266$801,0920.00%
288VF CorpVFC51,600$791,5440.00%
289Dayforce Inc15677J10811,900$787,8990.00%
290West Pharmaceutical Services I9553061051,965$777,5700.00%
291First Solar IncFSLR4,531$764,8330.00%
292Sherwin-Williams Co/TheSHW2,176$755,7900.00%
293WW Grainger Inc384802104741$753,8190.00%
294Hertz Global Holdings IncHTZWW96,080$752,3060.00%
295Lear CorpLEA5,176$749,8990.00%
296Edwards Lifesciences CorpEW7,800$745,3680.00%
297Synovus Financial Corp87161C50118,425$738,1060.00%
298Ventas IncVTR16,820$732,3430.00%
299Fortune Brands Innovations IncFBIN8,500$719,6950.00%
300Bank of America Corp06050510418,500$701,5200.00%
301Vail Resorts IncMTN3,128$697,0120.00%
302Blackstone IncBX5,200$683,1240.00%
303Iridium Communications IncIRDM25,990$679,8980.00%
304Truist Financial Corp89832Q10917,000$662,6600.00%
305GXO Logistics IncGXO12,295$660,9790.00%
306Spotify Technology SASPOT2,477$653,6800.00%
307Humana IncHUM1,819$630,6840.00%
308Atlassian CorpTEAM3,209$626,1080.00%