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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 Q2 2024 · Filed August 5, 2024 · Accession 0001749768-24-000015

Total Value
$24.54B
Positions
313
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT2,776,866$1.24B5.05%
2Linde PLCLIN2,317,564$1.02B4.14%
3American Water Works Co Inc0304201036,902,257$890.4M3.63%
4Pentair PLCPNR8,884,546$679.9M2.77%
5Applied Materials Inc0382221052,572,750$606.3M2.47%
6NVIDIA CorpNVDA4,860,749$599.9M2.44%
7Cintas CorpCTAS780,922$546.0M2.22%
8TE Connectivity LtdTEL3,485,014$523.6M2.13%
9Mastercard IncMA1,060,027$466.5M1.90%
10Aptiv PLCAPTV6,225,071$437.9M1.78%
11Veralto CorpVLTO4,398,920$419.3M1.71%
12Thermo Fisher Scientific IncTMO719,071$396.7M1.62%
13IDEX Corp45167R1041,960,982$394.5M1.61%
14United Rentals IncURI588,343$379.9M1.55%
15Marsh & McLennan Cos Inc5717481021,716,610$360.8M1.47%
16Boston Scientific CorpBSX4,654,771$357.6M1.46%
17Cadence Design Systems IncCDNS1,137,036$349.2M1.42%
18Waste Management Inc94106L1091,618,394$345.3M1.41%
19IQVIA Holdings IncIQV1,635,201$345.0M1.41%
20Hubbell IncHUBB922,801$337.0M1.37%
21Advanced Drainage Systems Inc00790R1042,076,276$332.3M1.35%
22Analog Devices IncADI1,426,015$324.7M1.32%
23Oracle CorpORCL-PD2,272,140$320.2M1.30%
24Agilent Technologies IncA2,464,382$319.5M1.30%
25Danaher Corp2358511021,270,598$316.8M1.29%
26Visa IncV1,154,850$302.5M1.23%
27HDFC Bank LtdHDB4,535,334$291.0M1.19%
28RenaissanceRe Holdings LtdRNR-PG1,282,270$286.0M1.17%
29Watts Water Technologies IncWTS1,539,720$281.7M1.15%
30Republic Services Inc7607591001,440,793$280.0M1.14%
31Mettler-Toledo International IMTD194,221$271.4M1.11%
32A O Smith CorpAOS3,249,211$265.7M1.08%
33Carrier Global CorpCARR4,209,507$265.5M1.08%
34Texas Instruments Inc8825081041,363,440$265.2M1.08%
35MSCI IncMSCI545,875$262.4M1.07%
36STERIS PLCSTE1,150,517$251.7M1.03%
37Zurn Elkay Water Solutions Cor98983L1088,454,863$248.0M1.01%
38Cognex CorpCGNX5,098,711$237.8M0.97%
39Autodesk IncADSK933,134$230.9M0.94%
40Xylem Inc/NYXYL1,661,991$225.4M0.92%
41Becton Dickinson & CoBDX962,530$224.4M0.91%
42Cia de Saneamento Basico do EsSBS15,625,276$209.6M0.85%
43PTC IncPTC1,141,782$206.1M0.84%
44Cooper Cos Inc/The2166485012,359,798$205.5M0.84%
45Waters Corp941848103685,286$198.8M0.81%
46Rayonier IncRYN6,815,188$197.2M0.80%
47Masco CorpMAS2,855,056$190.3M0.78%
48Littelfuse IncLFUS728,256$185.1M0.75%
49Ecolab IncECL760,887$181.1M0.74%
50Trane Technologies PLCTT548,232$180.3M0.73%
51ANSYS Inc03662Q105558,789$179.7M0.73%
52Monolithic Power Systems Inc609839105212,185$173.3M0.71%
53Chemed CorpCHE317,943$172.5M0.70%
54Stericycle Inc8589121082,925,141$168.6M0.69%
55Ormat Technologies IncORA2,327,482$165.9M0.68%
56AECOMACM1,752,487$154.5M0.63%
57KLA CorpKLAC179,262$147.8M0.60%
58Repligen CorpRGEN1,126,878$141.1M0.58%
59Altair Engineering Inc0213691031,406,654$137.1M0.56%
60Valmont Industries Inc920253101492,948$135.3M0.55%
61Apple IncAAPL636,368$134.0M0.55%
62Synopsys IncSNPS222,887$132.6M0.54%
63Lennox International Inc526107107246,150$131.0M0.53%
64Trimble IncTRMB2,321,511$129.1M0.53%
65Generac Holdings IncGNRC965,788$127.0M0.52%
66SiteOne Landscape Supply IncSITE1,040,908$126.4M0.51%
67Alphabet IncGOOG681,898$124.2M0.51%
68Darling Ingredients IncDAR3,384,468$123.8M0.50%
69Crown Holdings IncCCK1,663,044$123.7M0.50%
70Graphic Packaging Holding CoGPK4,617,204$120.1M0.49%
71Mueller Water Products Inc6247581086,335,721$113.5M0.46%
72Clean Harbors IncCLH445,840$99.7M0.41%
73Franklin Electric Co IncFELE991,250$95.5M0.39%
74Badger Meter IncBMI495,005$91.7M0.37%
75International Flavors & Fragra459506101734,935$70.0M0.29%
76JPMorgan Chase & CoVYLD338,351$68.4M0.28%
77AZEK Co Inc/The05478C1051,629,726$68.0M0.28%
78Merck & Co IncMRK523,413$64.8M0.26%
79McCormick & Co Inc/MDMKC-V900,056$63.8M0.26%
80ServiceNow IncNOW80,406$63.3M0.26%
81Walt Disney Co/The254687106616,211$61.2M0.25%
82Voya Financial IncVOYA-PB830,959$59.1M0.24%
83Abbott LaboratoriesABLZF554,854$57.7M0.23%
84Vertiv Holdings CoVRT663,818$57.5M0.23%
85Procter & Gamble Co/The742718109332,023$54.8M0.22%
86Carlisle Cos Inc142339100132,571$53.7M0.22%
87Herc Holdings IncHRI391,066$51.6M0.21%
88Donaldson Co IncDCI717,863$50.8M0.21%
89Ball CorpBALL821,583$49.3M0.20%
90Salesforce IncCRM180,528$46.4M0.19%
91Trex Co IncTREX570,099$42.3M0.17%
92CME Group IncCME207,722$40.8M0.17%
93Prologis IncPLDGP337,970$38.0M0.15%
94United Parcel Service IncUPS273,946$37.5M0.15%
95Marvell Technology IncMRVL534,200$37.3M0.15%
96Ferguson PLCG3421J106192,507$37.3M0.15%
97Sonoco Products Co835495102709,627$36.0M0.15%
98Palo Alto Networks IncPANW103,885$35.2M0.14%
99Hilton Worldwide Holdings IncHLT159,603$34.8M0.14%
100Lowe's Cos Inc548661107151,001$33.3M0.14%
101Target CorpTGT222,352$32.9M0.13%
102Ulta Beauty IncULTA83,556$32.2M0.13%
103Victory Capital Holdings Inc92645B103675,000$32.2M0.13%
104Citizens Financial Group IncCIA892,886$32.2M0.13%
105PPG Industries Inc693506107254,774$32.1M0.13%
106Avantor IncAVTR1,481,447$31.4M0.13%
107General Mills Inc370334104495,274$31.3M0.13%
108KeyCorp4932671082,104,614$29.9M0.12%
109Stanley Black & Decker IncSWK370,427$29.6M0.12%
110CVS Health CorpCVS500,328$29.5M0.12%
111Weyerhaeuser CoWY1,007,474$28.6M0.12%
112Dell Technologies IncDELL205,523$28.3M0.12%
113Avery Dennison CorpAVY122,054$26.7M0.11%
114T-Mobile US IncTMUSZ146,515$25.8M0.11%
115Baxter International Inc071813109770,277$25.8M0.10%
116Vertex Pharmaceuticals IncVRTX53,396$25.0M0.10%
117Dole PLCDOLE1,961,330$24.0M0.10%
118Alexandria Real Estate Equitie015271109204,042$23.9M0.10%
119Ligand Pharmaceuticals IncLGNZZ280,208$23.6M0.10%
120Onto Innovation IncONTO107,057$23.5M0.10%
121SolarEdge Technologies IncSEDG929,021$23.4M0.10%
122Brightsphere Investment GroupAAMI1,048,818$23.3M0.09%
123Amazon.com IncAMZN117,196$22.6M0.09%
124Align Technology IncALGN89,942$21.7M0.09%
125Tractor Supply CoTSCO79,811$21.5M0.09%
126Middleby Corp/TheMIDD174,349$21.4M0.09%
127Dexcom IncDXCM186,578$21.2M0.09%
128Core & Main IncCNM425,763$20.8M0.08%
129Eli Lilly & CoLLY21,961$19.9M0.08%
130Broadcom IncAVGO12,140$19.5M0.08%
131Enphase Energy IncENPH195,101$19.5M0.08%
132US Foods Holding CorpUSFD335,000$17.7M0.07%
133Johnson & JohnsonJNJ116,806$17.1M0.07%
134Roivant Sciences LtdROIV1,600,000$16.9M0.07%
135Colgate-Palmolive CoCL172,443$16.7M0.07%
136Element Solutions IncESI561,946$15.2M0.06%
137CryoPort IncCYRX2,194,383$15.1M0.06%
138Arcosa IncACA170,000$14.2M0.06%
139Health Catalyst IncHCAT2,194,274$14.0M0.06%
140Ciena CorpCIEN276,064$13.3M0.05%
141Agree Realty Corp008492100210,000$13.0M0.05%
142Elevance Health IncELV23,870$12.9M0.05%
143Zoetis IncZTS73,270$12.7M0.05%
144AGCO CorpAGCO124,191$12.2M0.05%
145Extreme Networks IncEXTR900,178$12.1M0.05%
146Gilead Sciences IncGILD175,721$12.1M0.05%
147Netflix IncNFLX17,849$12.0M0.05%
148Prestige Consumer Healthcare I74112D101170,000$11.7M0.05%
149Healthcare Realty Trust Inc42226K105706,352$11.6M0.05%
150Intuit IncINTU17,489$11.5M0.05%
151Accenture PLCACN37,749$11.5M0.05%
152Otis Worldwide CorpOTIS117,498$11.3M0.05%
153Progressive Corp/The74331510352,424$10.9M0.04%
154Coca-Cola Co/TheKO166,433$10.6M0.04%
155Planet Fitness IncPLNT143,203$10.5M0.04%
156Eastern Bankshares IncEBC750,000$10.5M0.04%
157Bristol-Myers Squibb CoCELG-RI251,646$10.5M0.04%
158Enpro IncNPO70,000$10.2M0.04%
159Emerson Electric CoEMR92,106$10.1M0.04%
160Citigroup IncC-PR158,192$10.0M0.04%
161Americold Realty Trust IncCOLD390,000$10.0M0.04%
162Cisco Systems IncCSCO209,338$9.9M0.04%
163Workiva IncWK136,086$9.9M0.04%
164Enovis CorpENOV210,630$9.5M0.04%
165Simply Good Foods Co/TheSMPL258,620$9.3M0.04%
166Best Buy Co IncBBY109,990$9.3M0.04%
167Lindsay CorpLNN74,753$9.2M0.04%
168Terreno Realty Corp88146M101150,000$8.9M0.04%
169TechTarget IncTTGT281,387$8.8M0.04%
170Edison International281020107121,815$8.7M0.04%
171Starbucks CorpSBUX109,441$8.5M0.03%
172Gates Industrial Corp PLCG39108108512,713$8.1M0.03%
173Inspire Medical Systems Inc45773010960,000$8.0M0.03%
174Shoals Technologies Group IncSHLS1,283,795$8.0M0.03%
175BJ's Wholesale Club Holdings I05550J10189,955$7.9M0.03%
176AAON IncAAON90,000$7.9M0.03%
177Verra Mobility CorpVRRM288,661$7.9M0.03%
178Cummins IncCMI28,271$7.8M0.03%
179Willis Towers Watson PLCWTW29,252$7.7M0.03%
180Booz Allen Hamilton Holding CoBAH49,584$7.6M0.03%
181A10 Networks IncATEN550,000$7.6M0.03%
182Lululemon Athletica IncLULU25,489$7.6M0.03%
183Omnicom Group IncOMC83,108$7.5M0.03%
184Pacira BioSciences IncPCRX260,027$7.4M0.03%
185Marriott International Inc/MD57190320230,684$7.4M0.03%
186Wyndham Hotels & Resorts IncWH100,000$7.4M0.03%
1878x8 Inc2829141003,330,000$7.4M0.03%
188Estee Lauder Cos Inc/The51843910468,810$7.3M0.03%
189Clorox Co/TheCLX53,172$7.3M0.03%
190Toro Co/TheTORO76,523$7.2M0.03%
191CDW Corp/DECDW31,751$7.1M0.03%
192Cardinal Health IncCAH71,509$7.0M0.03%
193SI-BONE IncSIBN536,917$6.9M0.03%
194Neurocrine Biosciences IncNBIX50,000$6.9M0.03%
195NetScout Systems IncNTCT375,000$6.9M0.03%
196Huron Consulting Group IncHURN69,000$6.8M0.03%
197Cytokinetics IncCYTK125,000$6.8M0.03%
198Revvity IncRVTY63,226$6.6M0.03%
199MSA Safety IncMNESP35,089$6.6M0.03%
200Bath & Body Works IncBBWI165,937$6.5M0.03%
201Freshpet IncFRPT50,000$6.5M0.03%
202Biogen IncBIIB27,625$6.4M0.03%
203Carter's IncCRI102,826$6.4M0.03%
204QuinStreet IncQNST372,895$6.2M0.03%
205Visteon CorpVC57,500$6.1M0.03%
206Casella Waste Systems IncCWST60,000$6.0M0.02%
207Autoliv IncALV55,448$5.9M0.02%
208Etsy IncETSY100,000$5.9M0.02%
209Verizon Communications IncVZ141,169$5.8M0.02%
210Union Pacific CorpUNP25,700$5.8M0.02%
211Dycom Industries Inc26747510134,000$5.7M0.02%
212Regeneron Pharmaceuticals IncREGN5,395$5.7M0.02%
213Rockwell Automation IncROK19,357$5.3M0.02%
214Tecnoglass IncTGLS100,000$5.0M0.02%
215Enfusion Inc292812104540,000$4.6M0.02%
216Sprout Social IncSPT128,724$4.6M0.02%
217MetLife IncMET-PF58,453$4.1M0.02%
218Deckers Outdoor CorpDECK4,178$4.0M0.02%
219Columbia Sportswear CoCOLM50,515$4.0M0.02%
220Royal Caribbean Cruises LtdV7780T10325,000$4.0M0.02%
221American Tower Corp03027X10020,091$3.9M0.02%
222S&P Global IncSPGI8,365$3.7M0.02%
223IDEXX Laboratories Inc45168D1047,545$3.7M0.01%
224Hartford Financial Services GrHIG-PG36,489$3.7M0.01%
225Pfizer IncPFE125,650$3.5M0.01%
226McDonald's CorpMCD13,726$3.5M0.01%
227CBRE Group IncCBRE39,133$3.5M0.01%
228Taiwan Semiconductor Manufactu87403910019,754$3.4M0.01%
229Alphabet IncGOOG18,645$3.4M0.01%
230National Vision Holdings IncEYE255,669$3.3M0.01%
231TriMas CorpTRS129,569$3.3M0.01%
232Hasbro IncHAS53,822$3.1M0.01%
233HubSpot IncHUBS5,291$3.1M0.01%
234Welltower IncWELL29,448$3.1M0.01%
235OmniAb IncOABIW761,387$2.9M0.01%
236American Express CoAXP11,768$2.7M0.01%
237Expedia Group IncEXPE20,643$2.6M0.01%
238Bank of New York Mellon Corp/T06405810041,558$2.5M0.01%
239Kimberly-Clark CorpKMB17,434$2.4M0.01%
240Stryker CorpSYK6,865$2.3M0.01%
241Amgen IncAMGN7,403$2.3M0.01%
242QUALCOMM IncQCOM11,186$2.2M0.01%
243Casey's General Stores Inc1475281035,803$2.2M0.01%
244International Business MachineINTR12,176$2.1M0.01%
245Sysco CorpSYY28,531$2.0M0.01%
246Lam Research CorpLRCX1,825$1.9M0.01%
247Johnson Controls InternationalG5150210529,114$1.9M0.01%
248Watsco IncWSO-B4,021$1.9M0.01%
249Home Depot Inc/TheHD5,258$1.8M0.01%
250Pinterest IncPINS40,000$1.8M0.01%
251Electronic Arts IncEA11,788$1.6M0.01%
252Intel CorpINTC52,653$1.6M0.01%
253Intuitive Surgical IncISRG3,590$1.6M0.01%
254HP IncHPQ42,968$1.5M0.01%
255nVent Electric PLCNVT17,789$1.4M0.01%
256Globant SAGLOB6,558$1.2M0.00%
257Martin Marietta Materials Inc5732841062,055$1.1M0.00%
258Keysight Technologies IncKEYS7,947$1.1M0.00%
259Truist Financial Corp89832Q10926,000$1.0M0.00%
260Verisk Analytics IncVRSK3,600$970,3800.00%
261GXO Logistics IncGXO19,022$960,6110.00%
262Atlassian CorpTEAM5,416$957,9820.00%
263Prudential Financial IncPUKPF8,039$942,0900.00%
264Fifth Third BancorpFITBM25,100$915,8990.00%
265Dayforce Inc15677J10818,400$912,6400.00%
266Lear CorpLEA7,976$910,9390.00%
267Vail Resorts IncMTN5,028$905,6940.00%
268PNC Financial Services Group I6934751055,634$875,9740.00%
269Fortune Brands Innovations IncFBIN13,400$870,1960.00%
270Acuity Brands IncAYI3,576$863,3890.00%
271Ventas IncVTR16,820$862,1930.00%
272Annaly Capital Management IncNLY-PJ45,000$857,7000.00%
273Flowserve CorpFLS17,831$857,6710.00%
274Gartner IncIT1,905$855,4590.00%
275Invesco LtdIVZ56,500$845,2400.00%
276PayPal Holdings IncPYPL13,647$791,9350.00%
277Macy's Inc55616P10441,000$787,2000.00%
278Adobe IncADBE1,416$786,6450.00%
279Spotify Technology SASPOT2,477$777,2580.00%
280Advanced Micro Devices IncAMD4,700$762,3870.00%
281Illinois Tool Works Inc4523081093,201$758,5090.00%
282Bank of America Corp06050510418,500$735,7450.00%
283Edwards Lifesciences CorpEW7,800$720,4860.00%
284VF CorpVFC51,600$696,6000.00%
285Dropbox IncDBX30,900$694,3230.00%
286Workday IncWDAY3,100$693,0360.00%
287Kohl's CorpKSS30,000$689,7000.00%
288Huntington Bancshares Inc/OHHBANP52,000$685,3600.00%
289Comcast CorpCCZ17,500$685,3000.00%
290Costco Wholesale Corp22160K105800$679,9920.00%
291Teradata CorpTDC19,437$671,7430.00%
292WW Grainger Inc384802104741$668,5600.00%
293SBA Communications CorpSBAC3,400$667,4200.00%
294NCR Voyix CorpNCRRP53,763$663,9730.00%
295Allstate Corp/TheALL-PJ4,100$654,6060.00%
296Illumina IncILMN6,250$652,3750.00%
297AbbVie IncABBV3,800$651,7760.00%
298Sherwin-Williams Co/TheSHW2,176$649,3840.00%
299Aspen Technology Inc29109X1063,267$648,9240.00%
300West Pharmaceutical Services I9553061051,965$647,2510.00%
301Integra LifeSciences HoldingsIART22,105$644,1400.00%
302Owens CorningOC3,700$642,7640.00%
303McKesson CorpMCK1,100$642,4440.00%
304Tetra Tech IncTTEK3,138$641,6580.00%
305LPL Financial Holdings Inc50212V1002,297$641,5520.00%
306Avis Budget Group IncCAR6,101$637,6770.00%
307Cable One IncCABO1,800$637,2000.00%
308Brunswick Corp/DEBC-PC8,679$631,5710.00%
309Centene CorpCNC9,500$629,8500.00%
310Avnet IncAVT12,158$626,0150.00%
311Hewlett Packard Enterprise CoHPE-PC28,400$601,2280.00%
312Williams-Sonoma IncWSM2,125$600,0360.00%
313Jabil IncJBL5,008$544,8200.00%