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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 Q4 2024 · Filed February 4, 2025 · Accession 0001749768-25-000039

Total Value
$22.08B
Positions
312
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (312)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT2,370,430$997.7M4.52%
2Linde PLCLIN2,249,901$940.9M4.26%
3NVIDIA CorpNVDA5,327,049$714.3M3.23%
4Xylem Inc/NYXYL5,561,661$644.0M2.92%
5American Water Works Co Inc0304201034,636,529$576.3M2.61%
6Pentair PLCPNR5,061,719$508.4M2.30%
7RenaissanceRe Holdings LtdRNR-PG1,880,166$467.0M2.11%
8TE Connectivity PLCTEL3,166,828$452.0M2.05%
9Mastercard IncMA828,541$434.9M1.97%
10Hubbell IncHUBB1,024,120$428.3M1.94%
11Applied Materials Inc0382221052,617,378$425.0M1.92%
12Veralto CorpVLTO3,988,936$405.6M1.84%
13Boston Scientific CorpBSX4,505,479$401.1M1.82%
14Agilent Technologies IncA2,829,429$380.1M1.72%
15IDEX Corp45167R1041,799,552$376.6M1.71%
16Cadence Design Systems IncCDNS1,236,555$370.6M1.68%
17Cintas CorpCTAS1,858,040$338.8M1.53%
18Oracle CorpORCL-PD2,022,043$336.0M1.52%
19Waste Management Inc94106L1091,633,330$329.6M1.49%
20Marsh & McLennan Cos Inc5717481021,550,711$328.3M1.49%
21Thermo Fisher Scientific IncTMO624,093$323.6M1.47%
22Visa IncV981,548$309.5M1.40%
23Advanced Drainage Systems Inc00790R1042,530,000$291.7M1.32%
24Aptiv PLCAPTV4,765,012$287.8M1.30%
25Analog Devices IncADI1,316,955$278.9M1.26%
26Waters Corp941848103714,155$264.9M1.20%
27Watts Water Technologies IncWTS1,258,274$255.1M1.16%
28Mettler-Toledo International IMTD198,852$243.3M1.10%
29Carrier Global CorpCARR3,501,376$239.0M1.08%
30Synopsys IncSNPS491,067$238.3M1.08%
31Texas Instruments Inc8825081041,159,673$217.5M0.98%
32Danaher Corp235851102925,550$211.8M0.96%
33A O Smith CorpAOS3,102,128$211.6M0.96%
34HDFC Bank LtdHDB3,140,187$199.9M0.91%
35Voya Financial IncVOYA-PB2,898,785$199.1M0.90%
36Autodesk IncADSK660,720$195.3M0.88%
37STERIS PLCSTE951,758$194.8M0.88%
38Cia de Saneamento Basico do EsSBS13,520,902$193.1M0.87%
39ANSYS Inc03662Q105561,234$189.3M0.86%
40PTC IncPTC1,035,598$189.0M0.86%
41Cognex CorpCGNX5,082,314$181.8M0.82%
42Trimble IncTRMB2,575,802$180.7M0.82%
43Cooper Cos Inc/The2166485011,964,749$180.0M0.82%
44Chemed CorpCHE332,457$176.1M0.80%
45Core & Main IncCNM3,430,787$174.7M0.79%
46Republic Services Inc760759100857,050$172.4M0.78%
47Masco CorpMAS2,294,921$166.5M0.75%
48AECOMACM1,537,176$164.2M0.74%
49Ormat Technologies IncORA2,415,479$162.6M0.74%
50KLA CorpKLAC254,365$160.3M0.73%
51Trane Technologies PLCTT427,315$157.8M0.71%
52Littelfuse IncLFUS664,371$155.6M0.70%
53Rayonier IncRYN5,963,964$154.7M0.70%
54Ecolab IncECL653,377$153.1M0.69%
55Zurn Elkay Water Solutions Cor98983L1084,091,710$152.6M0.69%
56Repligen CorpRGEN1,051,939$150.3M0.68%
57Union Pacific CorpUNP622,803$142.0M0.64%
58Apple IncAAPL561,672$140.7M0.64%
59Monolithic Power Systems Inc609839105237,910$139.9M0.63%
60SiteOne Landscape Supply IncSITE1,033,820$136.2M0.62%
61Generac Holdings IncGNRC843,412$129.9M0.59%
62Altair Engineering Inc0213691031,196,098$129.5M0.59%
63Alphabet IncGOOG664,210$125.7M0.57%
64Bentley Systems IncBSY2,493,059$115.7M0.52%
65Lennox International Inc526107107188,600$114.3M0.52%
66Intuitive Surgical IncISRG199,419$103.8M0.47%
67Mueller Water Products Inc6247581084,580,816$103.1M0.47%
68Darling Ingredients IncDAR2,989,309$100.2M0.45%
69Valmont Industries Inc920253101322,476$98.9M0.45%
70Clean Harbors IncCLH434,806$98.8M0.45%
71Graphic Packaging Holding CoGPK3,519,697$94.8M0.43%
72Franklin Electric Co IncFELE862,708$84.1M0.38%
73AZEK Co Inc/The05478C1051,537,176$72.2M0.33%
74JPMorgan Chase & CoVYLD276,035$66.2M0.30%
75Trex Co IncTREX907,109$62.6M0.28%
76Walt Disney Co/The254687106517,461$57.6M0.26%
77Vertiv Holdings CoVRT497,506$56.5M0.26%
78ServiceNow IncNOW50,627$53.7M0.24%
79Herc Holdings IncHRI281,104$52.7M0.24%
80McCormick & Co Inc/MDMKC-V682,968$52.1M0.24%
81Waste Connections IncWCN305,368$51.8M0.23%
82Procter & Gamble Co/The742718109299,582$50.2M0.23%
83Marvell Technology IncMRVL436,284$48.2M0.22%
84Donaldson Co IncDCI689,052$45.9M0.21%
85Abbott LaboratoriesABLZF400,051$45.2M0.20%
86Ulta Beauty IncULTA103,056$44.8M0.20%
87Merck & Co IncMRK445,559$44.3M0.20%
88nVent Electric PLCNVT647,304$43.6M0.20%
89Victory Capital Holdings Inc92645B103625,000$40.9M0.19%
90IQVIA Holdings IncIQV201,203$39.5M0.18%
91United Parcel Service IncUPS307,757$38.8M0.18%
92Avantor IncAVTR1,789,610$37.7M0.17%
93Target CorpTGT271,325$36.7M0.17%
94Lowe's Cos Inc548661107146,216$36.1M0.16%
95Eli Lilly & CoLLY46,562$35.9M0.16%
96Neurocrine Biosciences IncNBIX261,599$35.7M0.16%
97Dell Technologies IncDELL307,884$35.5M0.16%
98Gilead Sciences IncGILD380,570$35.2M0.16%
99Carlisle Cos Inc14233910094,778$35.0M0.16%
100Stanley Black & Decker IncSWK426,021$34.2M0.15%
101Prologis IncPLDGP322,764$34.1M0.15%
102CME Group IncCME145,324$33.7M0.15%
103Palo Alto Networks IncPANW178,420$32.5M0.15%
104PPG Industries Inc693506107254,358$30.4M0.14%
105Ligand Pharmaceuticals IncLGNZZ280,208$30.0M0.14%
106Chubb LtdCB108,327$29.9M0.14%
107Hilton Worldwide Holdings IncHLT119,125$29.4M0.13%
108Citizens Financial Group IncCIA667,670$29.2M0.13%
109Starbucks CorpSBUX312,653$28.5M0.13%
110Brightsphere Investment GroupAAMI1,000,000$26.3M0.12%
111Ball CorpBALL458,416$25.3M0.11%
112Weyerhaeuser CoWY890,756$25.1M0.11%
113Broadcom IncAVGO107,424$24.9M0.11%
114Roivant Sciences LtdROIV2,000,000$23.7M0.11%
115Middleby Corp/TheMIDD170,289$23.1M0.10%
116Ventas IncVTR385,324$22.7M0.10%
117Enphase Energy IncENPH308,875$21.2M0.10%
118Amazon.com IncAMZN94,098$20.6M0.09%
119Align Technology IncALGN98,526$20.5M0.09%
120Dole PLCDOLE1,501,149$20.3M0.09%
121US Foods Holding CorpUSFD300,000$20.2M0.09%
122KeyCorp4932671081,165,540$20.0M0.09%
123Howard Hughes Holdings IncHHH257,393$19.8M0.09%
124CVS Health CorpCVS440,979$19.8M0.09%
125Health Catalyst IncHCAT2,750,000$19.4M0.09%
126CNH Industrial NVN209441091,696,161$19.2M0.09%
127Shoals Technologies Group IncSHLS3,469,360$19.1M0.09%
128Avery Dennison CorpAVY97,875$18.3M0.08%
129Sealed Air CorpSE538,281$18.2M0.08%
130Crown Holdings IncCCK217,904$18.0M0.08%
131Chipotle Mexican Grill IncCMG290,799$17.5M0.08%
132Zoetis IncZTS100,615$16.4M0.07%
133Element Solutions IncESI641,946$16.3M0.07%
134Progressive Corp/The74331510366,680$16.0M0.07%
135Cullen/Frost Bankers IncCFR-PB115,000$15.4M0.07%
136Onto Innovation IncONTO92,057$15.3M0.07%
137Planet Fitness IncPLNT143,094$14.1M0.06%
138Intuit IncINTU22,392$14.1M0.06%
139Eastern Bankshares IncEBC815,540$14.1M0.06%
140Wyndham Hotels & Resorts IncWH135,000$13.6M0.06%
141Emerson Electric CoEMR104,726$13.0M0.06%
142Citigroup IncC-PR182,357$12.8M0.06%
143Workiva IncWK113,586$12.4M0.06%
144NetScout Systems IncNTCT570,000$12.3M0.06%
145Arcosa IncACA127,500$12.3M0.06%
146Netflix IncNFLX13,622$12.1M0.05%
147Enpro IncNPO70,000$12.1M0.05%
148BJ's Wholesale Club Holdings I05550J101134,955$12.1M0.05%
149Merit Medical Systems Inc589889104120,000$11.6M0.05%
150Ferguson Enterprises IncFERG65,881$11.4M0.05%
151Accenture PLCACN32,336$11.4M0.05%
152Extreme Networks IncEXTR675,178$11.3M0.05%
153Edison International281020107138,703$11.1M0.05%
154Ciena CorpCIEN130,414$11.1M0.05%
155A10 Networks IncATEN587,500$10.8M0.05%
156SI-BONE IncSIBN766,761$10.7M0.05%
157Prestige Consumer Healthcare I74112D101135,000$10.5M0.05%
158AGCO CorpAGCO111,191$10.4M0.05%
159Pacira BioSciences IncPCRX540,027$10.2M0.05%
160TriMas CorpTRS410,000$10.1M0.05%
161Simply Good Foods Co/TheSMPL258,620$10.1M0.05%
162Johnson & JohnsonJNJ69,351$10.0M0.05%
163Otis Worldwide CorpOTIS106,769$9.9M0.04%
164Cisco Systems IncCSCO165,880$9.8M0.04%
165Coca-Cola Co/TheKO154,591$9.6M0.04%
166Elevance Health IncELV25,596$9.4M0.04%
167Inspire Medical Systems Inc45773010950,000$9.3M0.04%
168Enovis CorpENOV210,630$9.2M0.04%
169Enfusion Inc292812104890,000$9.2M0.04%
170General Mills Inc370334104139,784$8.9M0.04%
171Lindsay CorpLNN72,608$8.6M0.04%
172TechTarget IncTTGT426,387$8.5M0.04%
173Salesforce IncCRM25,116$8.4M0.04%
174Bristol-Myers Squibb CoCELG-RI148,246$8.4M0.04%
175Deckers Outdoor CorpDECK41,144$8.4M0.04%
176eBay IncEBAY134,092$8.3M0.04%
177Cytokinetics IncCYTK175,000$8.2M0.04%
178Quanex Building Products Corp747619104337,750$8.2M0.04%
179Agree Realty Corp008492100115,000$8.1M0.04%
180Atlassian CorpTEAM32,584$7.9M0.04%
181Clorox Co/TheCLX47,779$7.8M0.04%
182Illumina IncILMN57,653$7.7M0.03%
183Columbia Sportswear CoCOLM90,515$7.6M0.03%
184Expedia Group IncEXPE40,756$7.6M0.03%
185Best Buy Co IncBBY88,358$7.6M0.03%
186Merus NVN5749R100180,000$7.6M0.03%
187Array Technologies IncARRY1,250,000$7.5M0.03%
188Dycom Industries Inc26747510143,000$7.5M0.03%
189Willis Towers Watson PLCWTW23,867$7.5M0.03%
190MSA Safety IncMNESP45,089$7.5M0.03%
191Cardinal Health IncCAH63,122$7.5M0.03%
192Healthcare Realty Trust Inc42226K105440,000$7.5M0.03%
193Marriott International Inc/MD57190320226,587$7.4M0.03%
194Freshpet IncFRPT50,000$7.4M0.03%
195Lululemon Athletica IncLULU19,092$7.3M0.03%
196Cummins IncCMI20,901$7.3M0.03%
197WillScot Holdings CorpWSC215,000$7.2M0.03%
198CDW Corp/DECDW41,295$7.2M0.03%
199Terreno Realty Corp88146M101120,000$7.1M0.03%
200Autoliv IncALV75,405$7.1M0.03%
201Gates Industrial Corp PLCG39108108317,713$6.5M0.03%
202Fifth Third BancorpFITBM150,396$6.4M0.03%
203Casella Waste Systems IncCWST60,000$6.3M0.03%
204Alphabet IncGOOG32,566$6.2M0.03%
205Omnicom Group IncOMC71,604$6.2M0.03%
206American Tower Corp03027X10033,242$6.1M0.03%
207SolarEdge Technologies IncSEDG440,255$6.0M0.03%
208Estee Lauder Cos Inc/The51843910479,022$5.9M0.03%
209Etsy IncETSY111,261$5.9M0.03%
210Booz Allen Hamilton Holding CoBAH45,603$5.9M0.03%
211Sprout Social IncSPT188,724$5.8M0.03%
212Biogen IncBIIB36,730$5.6M0.03%
213Carter's IncCRI102,826$5.6M0.03%
214Mitek Systems IncMITK500,000$5.6M0.03%
215KellanovaBEKE68,300$5.5M0.03%
2168x8 Inc2829141002,000,000$5.3M0.02%
217Travere Therapeutics IncTVTX300,000$5.2M0.02%
218Visteon CorpVC57,500$5.1M0.02%
219CBRE Group IncCBRE38,653$5.1M0.02%
220Taiwan Semiconductor Manufactu87403910024,345$4.8M0.02%
221MetLife IncMET-PF57,736$4.7M0.02%
222Vital Farms IncVITL125,000$4.7M0.02%
223International Flavors & Fragra45950610153,173$4.5M0.02%
224Hartford Financial Services GrHIG-PG36,042$3.9M0.02%
225United Rentals IncURI5,595$3.9M0.02%
226S&P Global IncSPGI7,906$3.9M0.02%
227Home Depot Inc/TheHD10,005$3.9M0.02%
228HubSpot IncHUBS5,227$3.6M0.02%
229McDonald's CorpMCD12,561$3.6M0.02%
230IDEXX Laboratories Inc45168D1048,549$3.5M0.02%
231Welltower IncWELL27,541$3.5M0.02%
232MercadoLibre IncMELI2,027$3.4M0.02%
233DR Horton Inc23331A10924,428$3.4M0.02%
234American Express CoAXP10,941$3.2M0.01%
235Bank of New York Mellon Corp/T06405810041,048$3.2M0.01%
236Air Products and Chemicals IncAIIR10,728$3.1M0.01%
237Bright Horizons Family Solutio10919410025,530$2.8M0.01%
238Vertex Pharmaceuticals IncVRTX6,924$2.8M0.01%
239OmniAb IncOABIW761,387$2.7M0.01%
240International Business MachineINTR12,027$2.6M0.01%
241Casey's General Stores Inc1475281036,534$2.6M0.01%
242NextEra Energy IncNEE-PW32,406$2.3M0.01%
243Stryker CorpSYK5,984$2.2M0.01%
244Eaton Corp PLCETN6,407$2.1M0.01%
245Pinterest IncPINS72,840$2.1M0.01%
246Duolingo IncDUOL6,163$2.0M0.01%
247Amgen IncAMGN7,313$1.9M0.01%
248Regeneron Pharmaceuticals IncREGN2,613$1.9M0.01%
249QIAGEN NVQGEN41,506$1.8M0.01%
250Colgate-Palmolive CoCL19,904$1.8M0.01%
251Globant SAGLOB8,294$1.8M0.01%
252Alexandria Real Estate Equitie01527110917,955$1.8M0.01%
253Toro Co/TheTORO21,700$1.7M0.01%
254Electronic Arts IncEA11,644$1.7M0.01%
255QUALCOMM IncQCOM11,049$1.7M0.01%
256Revvity IncRVTY13,586$1.5M0.01%
257Macy's Inc55616P10483,112$1.4M0.01%
258West Pharmaceutical Services I9553061054,116$1.3M0.01%
259Dayforce Inc15677J10818,175$1.3M0.01%
260Invesco LtdIVZ74,673$1.3M0.01%
261Mobileye Global IncMBLY65,500$1.3M0.01%
262Edwards Lifesciences CorpEW17,448$1.3M0.01%
263Keysight Technologies IncKEYS7,850$1.3M0.01%
264On Holding AGH5919C10422,724$1.2M0.01%
265Fortune Brands Innovations IncFBIN17,780$1.2M0.01%
266Williams-Sonoma IncWSM6,449$1.2M0.01%
267Digital Realty Trust Inc2538681036,493$1.2M0.01%
268PayPal Holdings IncPYPL13,480$1.2M0.01%
269Truist Financial Corp89832Q10925,681$1.1M0.01%
270VF CorpVFC50,967$1.1M0.00%
271PNC Financial Services Group I6934751055,565$1.1M0.00%
272Martin Marietta Materials Inc5732841062,030$1.0M0.00%
273Alcoa CorpAA27,572$1.0M0.00%
274Rockwell Automation IncROK3,613$1.0M0.00%
275Acuity Brands IncAYI3,533$1.0M0.00%
276McKesson CorpMCK1,783$1.0M0.00%
277Iridium Communications IncIRDM34,015$987,1150.00%
278Verisk Analytics IncVRSK3,556$979,4290.00%
279Adobe IncADBE2,189$973,4050.00%
280Camden Property Trust1331311028,221$953,9650.00%
281Hewlett Packard Enterprise CoHPE-PC44,586$951,9110.00%
282Tetra Tech IncTTEK23,754$946,3590.00%
283Prudential Financial IncPUKPF7,941$941,2470.00%
284Vail Resorts IncMTN4,967$931,0640.00%
285Centene CorpCNC15,212$921,5430.00%
286Advanced Micro Devices IncAMD7,408$894,8120.00%
287Rexford Industrial Realty Inc76169C10021,691$838,5740.00%
288Huntington Bancshares Inc/OHHBANP51,362$835,6600.00%
289Bank of America Corp06050510418,273$803,0980.00%
290Illinois Tool Works Inc4523081093,162$801,7570.00%
291Workday IncWDAY3,062$790,0880.00%
292Allstate Corp/TheALL-PJ4,050$780,8000.00%
293WW Grainger Inc384802104732$771,5650.00%
294Lear CorpLEA7,879$746,1410.00%
295Sherwin-Williams Co/TheSHW2,150$730,8500.00%
296Pfizer IncPFE26,867$712,7820.00%
297Hasbro IncHAS12,599$704,4100.00%
298UnitedHealth Group IncUNH1,383$699,6040.00%
299SBA Communications CorpSBAC3,359$684,5640.00%
300Crocs IncCROX6,241$683,5770.00%
301Albertsons Cos Inc01309110334,761$682,7060.00%
302ZoomInfo Technologies IncGTM64,406$676,9070.00%
303Penn Entertainment IncPENN34,145$676,7540.00%
304Churchill Downs IncCHDN5,054$674,9110.00%
305GE HealthCare Technologies IncGEHC8,445$660,2300.00%
306DoubleVerify Holdings IncDV34,222$657,4050.00%
307Wynn Resorts LtdWYNN7,606$655,3330.00%
308Crown Castle IncCCI7,112$645,4850.00%
309Costco Wholesale Corp22160K105692$634,0590.00%
310Murphy USA IncMUSA1,242$623,1740.00%
311Confluent Inc20717M10321,912$612,6600.00%
312YETI Holdings IncYETI15,812$608,9200.00%