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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 (Amended)

Impax Asset Management Group plc

Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0001749768-24-000024

Total Value
$25.40B
Positions
313
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT2,646,934$1.14B4.48%
2Linde PLCLIN2,374,339$1.13B4.45%
3American Water Works Co Inc0304201035,678,248$829.2M3.26%
4Pentair PLCPNR7,618,725$743.5M2.93%
5NVIDIA CorpNVDA5,501,589$667.3M2.63%
6TE Connectivity PLCTEL3,476,940$524.2M2.06%
7Applied Materials Inc0382221052,551,103$514.7M2.03%
8Hubbell IncHUBB1,202,455$514.4M2.03%
9Mastercard IncMA1,024,966$504.8M1.99%
10Cintas CorpCTAS2,429,272$499.2M1.97%
11RenaissanceRe Holdings LtdRNR-PG1,697,636$461.7M1.82%
12Boston Scientific CorpBSX5,470,174$457.1M1.80%
13Veralto CorpVLTO4,049,172$452.2M1.78%
14Thermo Fisher Scientific IncTMO702,337$433.3M1.71%
15Aptiv PLCAPTV5,948,349$427.8M1.68%
16IQVIA Holdings IncIQV1,793,010$423.9M1.67%
17IDEX Corp45167R1041,891,967$405.8M1.60%
18Marsh & McLennan Cos Inc5717481021,812,150$403.2M1.59%
19Agilent Technologies IncA2,667,616$396.1M1.56%
20Oracle CorpORCL-PD2,325,268$395.3M1.56%
21Cadence Design Systems IncCDNS1,374,531$371.7M1.46%
22Waste Management Inc94106L1091,741,090$361.5M1.42%
23Analog Devices IncADI1,536,463$352.7M1.39%
24Zurn Elkay Water Solutions Cor98983L1088,801,275$315.6M1.24%
25Watts Water Technologies IncWTS1,491,976$308.4M1.21%
26Visa IncV1,123,428$308.2M1.21%
27Carrier Global CorpCARR3,801,946$306.0M1.20%
28Advanced Drainage Systems Inc00790R1041,879,948$294.8M1.16%
29Mettler-Toledo International IMTD188,022$282.0M1.11%
30A O Smith CorpAOS3,133,600$281.5M1.11%
31STERIS PLCSTE1,114,584$269.2M1.06%
32Texas Instruments Inc8825081041,296,287$267.8M1.05%
33Danaher Corp235851102945,937$262.4M1.03%
34Cooper Cos Inc/The2166485012,294,697$252.6M0.99%
35Synopsys IncSNPS490,723$248.5M0.98%
36HDFC Bank LtdHDB3,876,289$241.9M0.95%
37Waters Corp941848103645,646$232.4M0.91%
38Cia de Saneamento Basico do EsSBS14,037,496$231.4M0.91%
39Xylem Inc/NYXYL1,677,816$226.6M0.89%
40Becton Dickinson & CoBDX936,258$225.1M0.89%
41Autodesk IncADSK790,206$217.7M0.86%
42Masco CorpMAS2,542,261$213.4M0.84%
43Cognex CorpCGNX5,230,271$211.3M0.83%
44Rayonier IncRYN6,593,452$211.0M0.83%
45Chemed CorpCHE332,757$200.0M0.79%
46PTC IncPTC1,105,972$198.4M0.78%
47Trane Technologies PLCTT498,797$193.9M0.76%
48ANSYS Inc03662Q105603,394$192.3M0.76%
49Littelfuse IncLFUS702,947$185.4M0.73%
50Republic Services Inc760759100904,792$181.7M0.72%
51AECOMACM1,728,374$178.5M0.70%
52Monolithic Power Systems Inc609839105187,524$172.3M0.68%
53Ormat Technologies IncORA2,251,974$172.2M0.68%
54Trimble IncTRMB2,755,576$170.0M0.67%
55Ecolab IncECL663,023$169.3M0.67%
56SiteOne Landscape Supply IncSITE1,040,908$157.1M0.62%
57Repligen CorpRGEN1,058,169$156.4M0.62%
58Generac Holdings IncGNRC936,142$147.9M0.58%
59Apple IncAAPL616,311$143.6M0.57%
60Union Pacific CorpUNP546,236$134.6M0.53%
61Valmont Industries Inc920253101461,713$133.9M0.53%
62Lennox International Inc526107107221,555$133.1M0.52%
63Crown Holdings IncCCK1,384,275$132.7M0.52%
64KLA CorpKLAC168,288$130.3M0.51%
65Altair Engineering Inc0213691031,360,221$129.1M0.51%
66Mueller Water Products Inc6247581085,738,738$124.5M0.49%
67Darling Ingredients IncDAR3,365,832$124.5M0.49%
68Graphic Packaging Holding CoGPK4,199,844$123.3M0.49%
69Alphabet IncGOOG728,575$120.8M0.48%
70Clean Harbors IncCLH439,977$105.1M0.41%
71Franklin Electric Co IncFELE991,250$103.9M0.41%
72Badger Meter IncBMI457,469$99.2M0.39%
73Core & Main IncCNM2,013,880$89.4M0.35%
74Bentley Systems IncBSY1,756,690$88.8M0.35%
75Stericycle Inc8589121081,406,625$85.2M0.34%
76AZEK Co Inc/The05478C1051,566,451$72.5M0.29%
77JPMorgan Chase & CoVYLD311,084$65.6M0.26%
78Merck & Co IncMRK571,781$64.9M0.26%
79ServiceNow IncNOW71,525$64.0M0.25%
80Abbott LaboratoriesABLZF557,608$63.6M0.25%
81Vertiv Holdings CoVRT624,648$62.1M0.24%
82Walt Disney Co/The254687106644,017$61.9M0.24%
83Herc Holdings IncHRI385,532$60.9M0.24%
84Voya Financial IncVOYA-PB767,207$60.8M0.24%
85McCormick & Co Inc/MDMKC-V731,684$60.2M0.24%
86Waste Connections IncWCN309,885$54.8M0.22%
87Trex Co IncTREX822,361$54.8M0.22%
88Procter & Gamble Co/The742718109312,072$54.1M0.21%
89Donaldson Co IncDCI704,553$51.3M0.20%
90Carlisle Cos Inc142339100108,789$48.9M0.19%
91United Parcel Service IncUPS335,306$45.7M0.18%
92Stanley Black & Decker IncSWK411,470$45.3M0.18%
93CME Group IncCME191,129$42.2M0.17%
94Marvell Technology IncMRVL574,996$41.5M0.16%
95Dell Technologies IncDELL321,153$38.1M0.15%
96Target CorpTGT241,447$37.6M0.15%
97Victory Capital Holdings Inc92645B103675,000$37.4M0.15%
98Ulta Beauty IncULTA93,419$36.4M0.14%
99Prologis IncPLDGP280,673$35.4M0.14%
100Avantor IncAVTR1,368,358$35.4M0.14%
101Palo Alto Networks IncPANW102,167$34.9M0.14%
102Hilton Worldwide Holdings IncHLT146,801$33.8M0.13%
103KeyCorp4932671081,936,049$32.4M0.13%
104General Mills Inc370334104427,174$31.5M0.12%
105PPG Industries Inc693506107237,791$31.5M0.12%
106Weyerhaeuser CoWY928,731$31.4M0.12%
107Ball CorpBALL447,753$30.4M0.12%
108Sonoco Products Co835495102553,559$30.2M0.12%
109Lowe's Cos Inc548661107110,762$30.0M0.12%
110Align Technology IncALGN114,057$29.0M0.11%
111CVS Health CorpCVS460,028$28.9M0.11%
112Citizens Financial Group IncCIA696,939$28.6M0.11%
113Ligand Pharmaceuticals IncLGNZZ280,208$28.0M0.11%
114Brightsphere Investment GroupAAMI1,098,818$27.9M0.11%
115Baxter International Inc071813109708,525$26.9M0.11%
116Chubb LtdCB91,321$26.3M0.10%
117Enphase Energy IncENPH226,109$25.6M0.10%
118Avery Dennison CorpAVY112,231$24.8M0.10%
119Middleby Corp/TheMIDD174,349$24.3M0.10%
120Salesforce IncCRM86,944$23.8M0.09%
121Dole PLCDOLE1,455,807$23.7M0.09%
122Roivant Sciences LtdROIV2,000,000$23.1M0.09%
123Alexandria Real Estate Equitie015271109191,483$22.7M0.09%
124Amazon.com IncAMZN113,047$21.1M0.08%
125SolarEdge Technologies IncSEDG921,962$21.0M0.08%
126Health Catalyst IncHCAT2,554,475$20.8M0.08%
127Broadcom IncAVGO119,529$20.6M0.08%
128US Foods Holding CorpUSFD335,000$20.6M0.08%
129CNH Industrial NVN209441091,753,634$19.5M0.08%
130Onto Innovation IncONTO92,057$19.1M0.08%
131Eli Lilly & CoLLY21,395$19.0M0.07%
132Chipotle Mexican Grill IncCMG297,732$17.2M0.07%
133Progressive Corp/The74331510365,471$16.6M0.07%
134Arcosa IncACA170,000$16.1M0.06%
135Element Solutions IncESI561,946$15.3M0.06%
136Gilead Sciences IncGILD167,742$14.1M0.06%
137Intuit IncINTU22,248$13.8M0.05%
138Ferguson Enterprises IncFERG68,632$13.6M0.05%
139Eastern Bankshares IncEBC815,540$13.4M0.05%
140Zoetis IncZTS67,782$13.2M0.05%
141Elevance Health IncELV25,305$13.2M0.05%
142Ciena CorpCIEN211,064$13.0M0.05%
143Bristol-Myers Squibb CoCELG-RI249,072$12.9M0.05%
144Workiva IncWK158,586$12.5M0.05%
145Dexcom IncDXCM186,578$12.5M0.05%
146Prestige Consumer Healthcare I74112D101170,000$12.3M0.05%
147AGCO CorpAGCO124,191$12.2M0.05%
148Accenture PLCACN34,152$12.1M0.05%
149Merit Medical Systems Inc589889104120,000$11.9M0.05%
150Emerson Electric CoEMR107,446$11.8M0.05%
151Johnson & JohnsonJNJ71,955$11.7M0.05%
152Planet Fitness IncPLNT143,203$11.6M0.05%
153Otis Worldwide CorpOTIS111,296$11.6M0.05%
154Netflix IncNFLX16,159$11.5M0.05%
155Enpro IncNPO70,000$11.4M0.04%
156Tecnoglass IncTGLS165,000$11.3M0.04%
157BJ's Wholesale Club Holdings I05550J101134,955$11.1M0.04%
158NetScout Systems IncNTCT495,000$10.8M0.04%
159SI-BONE IncSIBN758,521$10.6M0.04%
160Inspire Medical Systems Inc45773010950,000$10.6M0.04%
161Wyndham Hotels & Resorts IncWH135,000$10.5M0.04%
162TriMas CorpTRS410,000$10.5M0.04%
163Coca-Cola Co/TheKO145,483$10.5M0.04%
164Extreme Networks IncEXTR675,178$10.1M0.04%
165A10 Networks IncATEN687,500$9.9M0.04%
166Neurocrine Biosciences IncNBIX85,000$9.8M0.04%
167Cisco Systems IncCSCO183,179$9.7M0.04%
168Citigroup IncC-PR155,035$9.7M0.04%
169Best Buy Co IncBBY91,315$9.4M0.04%
170Enovis CorpENOV210,630$9.1M0.04%
171Lindsay CorpLNN72,608$9.0M0.04%
172Simply Good Foods Co/TheSMPL258,620$9.0M0.04%
173Edison International281020107100,483$8.8M0.03%
174Agree Realty Corp008492100115,000$8.7M0.03%
175Starbucks CorpSBUX88,439$8.6M0.03%
176Shoals Technologies Group IncSHLS1,533,377$8.6M0.03%
177TechTarget IncTTGT351,387$8.6M0.03%
178Deckers Outdoor CorpDECK53,409$8.5M0.03%
179Illumina IncILMN63,973$8.3M0.03%
180Estee Lauder Cos Inc/The51843910483,498$8.3M0.03%
181QIAGEN NVQGEN180,729$8.2M0.03%
182Clorox Co/TheCLX50,485$8.2M0.03%
183American Tower Corp03027X10033,925$7.9M0.03%
184Marriott International Inc/MD57190320231,614$7.9M0.03%
185Cummins IncCMI23,921$7.7M0.03%
186Howard Hughes Holdings IncHHH100,000$7.7M0.03%
187Booz Allen Hamilton Holding CoBAH47,315$7.7M0.03%
188Omnicom Group IncOMC74,293$7.7M0.03%
189Willis Towers Watson PLCWTW26,064$7.7M0.03%
190Lululemon Athletica IncLULU28,165$7.6M0.03%
191CDW Corp/DECDW33,653$7.6M0.03%
192Cardinal Health IncCAH68,166$7.5M0.03%
193Columbia Sportswear CoCOLM90,515$7.5M0.03%
194Biogen IncBIIB38,810$7.5M0.03%
195Terreno Realty Corp88146M101110,000$7.4M0.03%
196Americold Realty Trust IncCOLD260,000$7.4M0.03%
197Healthcare Realty Trust Inc42226K105400,000$7.3M0.03%
198Pacira BioSciences IncPCRX470,603$7.1M0.03%
199eBay IncEBAY105,876$6.9M0.03%
200Freshpet IncFRPT50,000$6.8M0.03%
201Revvity IncRVTY52,993$6.8M0.03%
202Carter's IncCRI102,826$6.7M0.03%
203Cytokinetics IncCYTK125,000$6.6M0.03%
204Autoliv IncALV68,848$6.4M0.03%
205Enfusion Inc292812104676,948$6.4M0.03%
206MSA Safety IncMNESP35,089$6.2M0.02%
207Casella Waste Systems IncCWST60,000$6.0M0.02%
208Atlassian CorpTEAM37,402$5.9M0.02%
209Regeneron Pharmaceuticals IncREGN5,643$5.9M0.02%
210AAON IncAAON55,000$5.9M0.02%
211International Flavors & Fragra45950610155,194$5.8M0.02%
212Gates Industrial Corp PLCG39108108317,713$5.6M0.02%
213Etsy IncETSY100,000$5.6M0.02%
2148x8 Inc2829141002,693,434$5.5M0.02%
215Sprout Social IncSPT188,724$5.5M0.02%
216Visteon CorpVC57,500$5.5M0.02%
217Rockwell Automation IncROK19,357$5.2M0.02%
218Bath & Body Works IncBBWI160,062$5.1M0.02%
219KellanovaBEKE61,842$5.0M0.02%
220United Rentals IncURI6,073$4.9M0.02%
221CBRE Group IncCBRE39,133$4.9M0.02%
222Verra Mobility CorpVRRM173,661$4.8M0.02%
223MetLife IncMET-PF58,453$4.8M0.02%
224Welltower IncWELL36,375$4.7M0.02%
225Taiwan Semiconductor Manufactu87403910026,418$4.6M0.02%
226IDEXX Laboratories Inc45168D1048,655$4.4M0.02%
227Hartford Financial Services GrHIG-PG36,489$4.3M0.02%
228DR Horton Inc23331A10922,331$4.3M0.02%
229Dycom Industries Inc26747510121,500$4.2M0.02%
230S&P Global IncSPGI8,147$4.2M0.02%
231McDonald's CorpMCD13,032$4.0M0.02%
232Home Depot Inc/TheHD9,558$3.9M0.02%
233MercadoLibre IncMELI1,784$3.7M0.01%
234Vertex Pharmaceuticals IncVRTX7,433$3.5M0.01%
235Air Products and Chemicals IncAIIR10,861$3.2M0.01%
236OmniAb IncOABIW761,387$3.2M0.01%
237American Express CoAXP11,351$3.1M0.01%
238Bank of New York Mellon Corp/T06405810041,558$3.0M0.01%
239Expedia Group IncEXPE19,912$2.9M0.01%
240Bright Horizons Family Solutio10919410020,388$2.9M0.01%
241HubSpot IncHUBS5,291$2.8M0.01%
242Ventas IncVTR43,814$2.8M0.01%
243National Vision Holdings IncEYE255,669$2.8M0.01%
244International Business MachineINTR12,176$2.7M0.01%
245Duolingo IncDUOL9,293$2.6M0.01%
246Intuitive Surgical IncISRG5,167$2.5M0.01%
247Kimberly-Clark CorpKMB17,434$2.5M0.01%
248Stryker CorpSYK6,622$2.4M0.01%
249Amgen IncAMGN7,403$2.4M0.01%
250Eaton Corp PLCETN7,082$2.3M0.01%
251Alphabet IncGOOG13,747$2.3M0.01%
252Johnson Controls InternationalG5150210529,114$2.3M0.01%
253Casey's General Stores Inc1475281035,803$2.2M0.01%
254CryoPort IncCYRX237,375$1.9M0.01%
255Colgate-Palmolive CoCL18,396$1.9M0.01%
256Toro Co/TheTORO21,976$1.9M0.01%
257QUALCOMM IncQCOM11,186$1.9M0.01%
258Comcast CorpCCZ42,919$1.8M0.01%
259Electronic Arts IncEA11,788$1.7M0.01%
260Globant SAGLOB8,269$1.6M0.01%
261Pinterest IncPINS50,437$1.6M0.01%
262NextEra Energy IncNEE-PW19,207$1.6M0.01%
263nVent Electric PLCNVT22,601$1.6M0.01%
264HP IncHPQ42,968$1.5M0.01%
265Lam Research CorpLRCX1,825$1.5M0.01%
266GXO Logistics IncGXO25,652$1.3M0.01%
267Keysight Technologies IncKEYS7,947$1.3M0.00%
268Spotify Technology SASPOT3,381$1.2M0.00%
269Fortune Brands Innovations IncFBIN13,400$1.2M0.00%
270Dayforce Inc15677J10818,400$1.1M0.00%
271Truist Financial Corp89832Q10926,000$1.1M0.00%
272Martin Marietta Materials Inc5732841062,055$1.1M0.00%
273Digital Realty Trust Inc2538681036,686$1.1M0.00%
274Fifth Third BancorpFITBM25,100$1.1M0.00%
275PayPal Holdings IncPYPL13,647$1.1M0.00%
276PNC Financial Services Group I6934751055,634$1.0M0.00%
277VF CorpVFC51,600$1.0M0.00%
278Williams-Sonoma IncWSM6,529$1.0M0.00%
279Macy's Inc55616P10463,544$997,0050.00%
280Invesco LtdIVZ56,500$992,1400.00%
281Acuity Brands IncAYI3,576$984,7950.00%
282Prudential Financial IncPUKPF8,039$973,5230.00%
283Gartner IncIT1,905$965,3780.00%
284Verisk Analytics IncVRSK3,600$964,6560.00%
285Hewlett Packard Enterprise CoHPE-PC45,139$923,5440.00%
286Hasbro IncHAS12,755$922,4420.00%
287West Pharmaceutical Services I9553061053,067$920,5910.00%
288Annaly Capital Management IncNLY-PJ45,000$903,1500.00%
289McKesson CorpMCK1,805$892,4280.00%
290Vail Resorts IncMTN5,028$876,3300.00%
291Mobileye Global IncMBLY63,573$870,9500.00%
292Lear CorpLEA7,976$870,5800.00%
293Edwards Lifesciences CorpEW12,964$855,4940.00%
294Illinois Tool Works Inc4523081093,201$838,8860.00%
295Sherwin-Williams Co/TheSHW2,176$830,5140.00%
296SBA Communications CorpSBAC3,400$818,3800.00%
297Dropbox IncDBX30,900$785,7870.00%
298Aspen Technology Inc29109X1063,267$780,2250.00%
299Allstate Corp/TheALL-PJ4,100$777,5650.00%
300Advanced Micro Devices IncAMD4,700$771,1760.00%
301WW Grainger Inc384802104741$769,7580.00%
302Huntington Bancshares Inc/OHHBANP52,000$764,4000.00%
303Workday IncWDAY3,100$757,6710.00%
304Tetra Tech IncTTEK15,690$739,9400.00%
305Bank of America Corp06050510418,500$734,0800.00%
306Adobe IncADBE1,416$733,1760.00%
307Centene CorpCNC9,500$715,1600.00%
308Iridium Communications IncIRDM22,902$697,3660.00%
309FMC CorpFMC10,327$680,9620.00%
310Verizon Communications IncVZ15,125$679,2640.00%
311Camden Property Trust1331311025,423$669,9030.00%
312Rexford Industrial Realty Inc76169C10013,260$667,1110.00%
313Alcoa CorpAA17,207$663,8460.00%