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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 2025 · Filed April 29, 2025 · Accession 0001749768-25-000042

Total Value
$16.61B
Positions
295
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1Linde PLCLIN1,794,517$834.3M5.02%
2Microsoft CorpMSFT1,846,615$691.7M4.17%
3Xylem Inc/NYXYL4,836,497$576.2M3.47%
4NVIDIA CorpNVDA4,220,817$456.4M2.75%
5Pentair PLCPNR4,969,006$433.8M2.61%
6Veralto CorpVLTO3,924,722$381.7M2.30%
7IDEX Corp45167R1042,006,724$363.2M2.19%
8Waste Management Inc94106L1091,510,721$349.7M2.11%
9Agilent Technologies IncA2,931,794$343.0M2.07%
10American Water Works Co Inc0304201032,309,589$340.7M2.05%
11A O Smith CorpAOS5,188,561$339.1M2.04%
12Advanced Drainage Systems Inc00790R1042,904,414$314.7M1.90%
13Hubbell IncHUBB919,156$303.4M1.83%
14TE Connectivity PLCTEL1,942,320$273.8M1.65%
15KLA CorpKLAC389,834$264.3M1.59%
16RenaissanceRe Holdings LtdRNR-PG1,097,306$262.5M1.58%
17eBay IncEBAY3,535,290$239.0M1.44%
18Applied Materials Inc0382221051,595,646$230.9M1.39%
19Marvell Technology IncMRVL3,700,841$227.0M1.37%
20Mettler-Toledo International IMTD191,467$226.1M1.36%
21Watts Water Technologies IncWTS1,109,533$225.6M1.36%
22Synopsys IncSNPS483,217$207.2M1.25%
23Carrier Global CorpCARR3,265,007$207.0M1.25%
24Texas Instruments Inc8825081041,123,688$201.9M1.22%
25Aptiv PLCAPTV3,314,676$196.9M1.19%
26Cintas CorpCTAS952,049$194.9M1.17%
27Cia de Saneamento Basico do EsSBS10,843,612$193.0M1.16%
28Chemed CorpCHE301,580$185.6M1.12%
29Republic Services Inc760759100719,397$174.2M1.05%
30ANSYS Inc03662Q105542,725$171.8M1.03%
31Autodesk IncADSK630,995$165.2M0.99%
32Ecolab IncECL625,384$158.5M0.95%
33Waters Corp941848103424,753$156.6M0.94%
34Ormat Technologies IncORA2,223,617$156.2M0.94%
35Masco CorpMAS2,244,341$156.1M0.94%
36Core & Main IncCNM3,208,041$155.0M0.93%
37Union Pacific CorpUNP655,314$154.8M0.93%
38PTC IncPTC963,005$147.9M0.89%
39Trimble IncTRMB2,268,619$147.7M0.89%
40Boston Scientific CorpBSX1,464,770$146.4M0.88%
41Rayonier IncRYN5,227,844$144.7M0.87%
42AECOMACM1,503,370$139.4M0.84%
43Mastercard IncMA254,793$138.3M0.83%
44Oracle CorpORCL-PD990,041$137.3M0.83%
45Visa IncV384,284$133.8M0.81%
46Zurn Elkay Water Solutions Cor98983L1084,016,374$132.5M0.80%
47Cadence Design Systems IncCDNS509,008$128.7M0.77%
48Amphenol Corp0320951011,951,265$128.0M0.77%
49SiteOne Landscape Supply IncSITE1,010,816$122.8M0.74%
50Monolithic Power Systems Inc609839105208,618$120.1M0.72%
51Littelfuse IncLFUS566,393$110.6M0.67%
52Marsh & McLennan Cos Inc571748102440,881$106.4M0.64%
53Generac Holdings IncGNRC835,399$105.0M0.63%
54Trane Technologies PLCTT308,053$103.8M0.63%
55Repligen CorpRGEN804,511$101.5M0.61%
56Mueller Water Products Inc6247581083,967,669$100.9M0.61%
57Waste Connections IncWCN516,905$99.6M0.60%
58Thermo Fisher Scientific IncTMO192,838$95.0M0.57%
59Bentley Systems IncBSY2,415,979$94.3M0.57%
60Clean Harbors IncCLH483,253$94.0M0.57%
61Apple IncAAPL414,890$92.2M0.56%
62Valmont Industries Inc920253101311,088$88.8M0.53%
63Darling Ingredients IncDAR2,772,289$86.1M0.52%
64Voya Financial IncVOYA-PB1,276,669$86.0M0.52%
65Analog Devices IncADI410,189$81.9M0.49%
66Graphic Packaging Holding CoGPK3,141,459$80.8M0.49%
67Franklin Electric Co IncFELE843,614$79.2M0.48%
68Danaher Corp235851102380,174$77.3M0.47%
69Alphabet IncGOOG492,626$76.2M0.46%
70Cognex CorpCGNX2,427,715$72.1M0.43%
71HDFC Bank LtdHDB1,041,998$68.5M0.41%
72AZEK Co Inc/The05478C1051,376,510$66.4M0.40%
73Cullen/Frost Bankers IncCFR-PB518,387$64.4M0.39%
74Intuitive Surgical IncISRG127,713$62.6M0.38%
75ServiceNow IncNOW76,559$60.6M0.37%
76Donaldson Co IncDCI878,632$58.1M0.35%
77Trex Co IncTREX909,388$52.8M0.32%
78nVent Electric PLCNVT996,668$51.7M0.31%
79Eli Lilly & CoLLY61,438$50.7M0.31%
80McCormick & Co Inc/MDMKC-V547,368$45.1M0.27%
81JPMorgan Chase & CoVYLD180,793$44.3M0.27%
82Zoetis IncZTS254,407$41.7M0.25%
83Procter & Gamble Co/The742718109241,842$41.2M0.25%
84Amazon.com IncAMZN214,880$40.9M0.25%
85Walt Disney Co/The254687106400,759$39.6M0.24%
86Vertiv Holdings CoVRT532,069$38.4M0.23%
87Progressive Corp/The743315103133,753$37.9M0.23%
88AAON IncAAON469,850$36.2M0.22%
89Victory Capital Holdings Inc92645B103625,000$36.2M0.22%
90Merck & Co IncMRK399,284$35.8M0.22%
91Gilead Sciences IncGILD284,006$31.8M0.19%
92Carlisle Cos Inc14233910086,748$29.5M0.18%
93Ligand Pharmaceuticals IncLGNZZ280,208$29.5M0.18%
94American Tower Corp03027X100130,979$28.5M0.17%
95Acadian Asset Management IncAAMI1,100,000$28.4M0.17%
96Prologis IncPLDGP249,265$27.9M0.17%
97CME Group IncCME102,635$27.2M0.16%
98Starbucks CorpSBUX262,760$25.8M0.16%
99CVS Health CorpCVS379,107$25.7M0.15%
100Ball CorpBALL480,660$25.0M0.15%
101Stanley Black & Decker IncSWK302,480$23.3M0.14%
102Palo Alto Networks IncPANW134,048$22.9M0.14%
103Colgate-Palmolive CoCL239,850$22.5M0.14%
104Ventas IncVTR310,286$21.3M0.13%
105Dole PLCDOLE1,426,311$20.6M0.12%
106Roivant Sciences LtdROIV2,000,000$20.2M0.12%
107Middleby Corp/TheMIDD132,496$20.1M0.12%
108Avantor IncAVTR1,225,255$19.9M0.12%
109US Foods Holding CorpUSFD300,000$19.6M0.12%
110Abbott LaboratoriesABLZF147,623$19.6M0.12%
111Ulta Beauty IncULTA53,229$19.5M0.12%
112Citizens Financial Group IncCIA475,429$19.5M0.12%
113Howard Hughes Holdings IncHHH262,705$19.5M0.12%
114Broadcom IncAVGO108,968$18.2M0.11%
115Chipotle Mexican Grill IncCMG357,084$17.9M0.11%
116Sealed Air CorpSE574,197$16.6M0.10%
117Cooper Cos Inc/The216648501198,249$16.5M0.10%
118Uber Technologies IncUBER203,122$14.8M0.09%
119CNH Industrial NVN209441091,201,004$14.7M0.09%
120Intuit IncINTU23,860$14.6M0.09%
121International Paper Co460146103259,208$13.8M0.08%
122BJ's Wholesale Club Holdings I05550J101119,955$13.7M0.08%
123Planet Fitness IncPLNT139,271$13.5M0.08%
124Pacira BioSciences IncPCRX540,027$13.4M0.08%
125KeyCorp493267108838,173$13.4M0.08%
126Element Solutions IncESI591,946$13.4M0.08%
127Eastern Bankshares IncEBC815,540$13.4M0.08%
128Citigroup IncC-PR181,011$12.8M0.08%
129Extreme Networks IncEXTR955,178$12.6M0.08%
130Elevance Health IncELV28,670$12.5M0.08%
131Health Catalyst IncHCAT2,750,000$12.5M0.08%
132NetScout Systems IncNTCT580,000$12.2M0.07%
133Prestige Consumer Healthcare I74112D101135,000$11.6M0.07%
134Netflix IncNFLX12,262$11.4M0.07%
135AGCO CorpAGCO123,475$11.4M0.07%
136Neurocrine Biosciences IncNBIX100,000$11.1M0.07%
137Wyndham Hotels & Resorts IncWH120,000$10.9M0.07%
138Johnson & JohnsonJNJ65,018$10.8M0.06%
139SI-BONE IncSIBN766,761$10.8M0.06%
140Merit Medical Systems Inc589889104100,000$10.6M0.06%
141Accenture PLCACN33,390$10.4M0.06%
142Ferguson Enterprises IncFERG64,613$10.4M0.06%
143Emerson Electric CoEMR94,207$10.3M0.06%
144Edison International281020107174,276$10.3M0.06%
145Otis Worldwide CorpOTIS96,827$10.0M0.06%
146HubSpot IncHUBS16,738$9.6M0.06%
147Coca-Cola Co/TheKO132,448$9.5M0.06%
148Cisco Systems IncCSCO147,136$9.1M0.05%
149Ciena CorpCIEN149,914$9.1M0.05%
150Onto Innovation IncONTO74,057$9.0M0.05%
151Simply Good Foods Co/TheSMPL258,620$8.9M0.05%
152Workiva IncWK113,586$8.6M0.05%
153KellanovaBEKE101,988$8.4M0.05%
154General Mills Inc370334104138,827$8.3M0.05%
155Enovis CorpENOV210,630$8.0M0.05%
156Bristol-Myers Squibb CoCELG-RI131,431$8.0M0.05%
157Inspire Medical Systems Inc45773010950,000$8.0M0.05%
158Lindsay CorpLNN62,768$7.9M0.05%
159TechTarget IncTTGT526,387$7.8M0.05%
160Enpro IncNPO48,000$7.8M0.05%
161Agree Realty Corp008492100100,000$7.7M0.05%
162Fifth Third BancorpFITBM196,770$7.7M0.05%
163WillScot Holdings CorpWSC275,000$7.6M0.05%
164Terreno Realty Corp88146M101120,000$7.6M0.05%
165Merus NVN5749R100180,000$7.6M0.05%
166Autoliv IncALV84,358$7.5M0.04%
167Healthcare Realty Trust Inc42226K105440,000$7.4M0.04%
168Pinnacle Financial Partners In72346Q10470,000$7.4M0.04%
169Cummins IncCMI23,483$7.4M0.04%
170Lyft IncLYFT600,000$7.1M0.04%
171Cytokinetics IncCYTK175,000$7.0M0.04%
172Mitek Systems IncMITK850,000$7.0M0.04%
173Cardinal Health IncCAH50,254$6.9M0.04%
174Marriott International Inc/MD57190320228,768$6.9M0.04%
175Columbia Sportswear CoCOLM90,515$6.9M0.04%
176Willis Towers Watson PLCWTW20,148$6.8M0.04%
177TriMas CorpTRS290,000$6.8M0.04%
178Salesforce IncCRM24,975$6.7M0.04%
179Casella Waste Systems IncCWST60,000$6.7M0.04%
180Expedia Group IncEXPE39,776$6.7M0.04%
181MSA Safety IncMNESP45,089$6.6M0.04%
182Dycom Industries Inc26747510143,000$6.6M0.04%
183CDW Corp/DECDW40,302$6.5M0.04%
184Best Buy Co IncBBY87,088$6.4M0.04%
185Quanex Building Products Corp747619104337,750$6.3M0.04%
186Arcosa IncACA81,000$6.2M0.04%
187Array Technologies IncARRY1,250,000$6.1M0.04%
188A10 Networks IncATEN360,000$5.9M0.04%
189Gates Industrial Corp PLCG39108108317,713$5.8M0.04%
190Freshpet IncFRPT70,000$5.8M0.04%
191Omnicom Group IncOMC69,881$5.8M0.03%
192Lululemon Athletica IncLULU20,126$5.7M0.03%
193Vital Farms IncVITL185,000$5.6M0.03%
194Rivian Automotive IncRIVN450,000$5.6M0.03%
195Travere Therapeutics IncTVTX300,000$5.4M0.03%
196Alphabet IncGOOG33,291$5.2M0.03%
197Taiwan Semiconductor Manufactu87403910030,958$5.1M0.03%
198Biogen IncBIIB35,846$4.9M0.03%
199Lennox International Inc5261071078,670$4.9M0.03%
200MetLife IncMET-PF59,793$4.8M0.03%
201Herc Holdings IncHRI35,000$4.7M0.03%
202Booz Allen Hamilton Holding CoBAH44,506$4.7M0.03%
203Hartford Insurance Group Inc/THIG-PG37,326$4.6M0.03%
204Modine Manufacturing Co60782810060,000$4.6M0.03%
205Deckers Outdoor CorpDECK40,507$4.5M0.03%
206McDonald's CorpMCD14,465$4.5M0.03%
207Visteon CorpVC57,500$4.5M0.03%
208Sprout Social IncSPT188,724$4.2M0.02%
209Home Depot Inc/TheHD11,306$4.1M0.02%
210S&P Global IncSPGI7,908$4.0M0.02%
2118x8 Inc2829141002,000,000$4.0M0.02%
212Illumina IncILMN50,270$4.0M0.02%
213Eaton Corp PLCETN14,539$4.0M0.02%
214Welltower IncWELL24,989$3.8M0.02%
215MercadoLibre IncMELI1,948$3.8M0.02%
216IDEXX Laboratories Inc45168D1048,853$3.7M0.02%
217Bright Horizons Family Solutio10919410029,044$3.7M0.02%
218Bank of New York Mellon Corp/T06405810042,510$3.6M0.02%
219United Rentals IncURI5,649$3.5M0.02%
220IQVIA Holdings IncIQV19,826$3.5M0.02%
221Vertex Pharmaceuticals IncVRTX6,999$3.4M0.02%
222Air Products and Chemicals IncAIIR11,110$3.3M0.02%
223Casey's General Stores Inc1475281037,401$3.2M0.02%
224International Business MachineINTR12,455$3.1M0.02%
225International Flavors & Fragra45950610139,428$3.1M0.02%
226American Express CoAXP10,797$2.9M0.02%
227NextEra Energy IncNEE-PW37,562$2.7M0.02%
228Amgen IncAMGN7,573$2.4M0.01%
229Pinterest IncPINS72,840$2.3M0.01%
230Stryker CorpSYK5,984$2.2M0.01%
231Alexandria Real Estate Equitie01527110922,093$2.0M0.01%
232PPG Industries Inc69350610718,553$2.0M0.01%
233Digital Realty Trust Inc25386810312,837$1.8M0.01%
234OmniAb IncOABIW761,387$1.8M0.01%
235QUALCOMM IncQCOM11,442$1.8M0.01%
236Electronic Arts IncEA12,059$1.7M0.01%
237Duolingo IncDUOL5,563$1.7M0.01%
238DoorDash IncDASH8,890$1.6M0.01%
239On Holding AGH5919C10436,942$1.6M0.01%
240Edwards Lifesciences CorpEW18,069$1.3M0.01%
241Rockwell Automation IncROK4,941$1.3M0.01%
242McKesson CorpMCK1,846$1.2M0.01%
243Keysight Technologies IncKEYS8,129$1.2M0.01%
244Alcoa CorpAA38,761$1.2M0.01%
245Atlassian CorpTEAM5,540$1.2M0.01%
246Invesco LtdIVZ77,334$1.2M0.01%
247Hasbro IncHAS18,304$1.1M0.01%
248Fortune Brands Innovations IncFBIN18,413$1.1M0.01%
249Mobileye Global IncMBLY77,142$1.1M0.01%
250Dayforce Inc15677J10818,822$1.1M0.01%
251Verisk Analytics IncVRSK3,682$1.1M0.01%
252Truist Financial Corp89832Q10926,596$1.1M0.01%
253Macy's Inc55616P10486,074$1.1M0.01%
254Williams-Sonoma IncWSM6,678$1.1M0.01%
255PNC Financial Services Group I6934751055,763$1.0M0.01%
256Martin Marietta Materials Inc5732841062,102$1.0M0.01%
257Acuity IncAYI3,658$963,3340.01%
258Iridium Communications IncIRDM35,227$962,4020.01%
259Centene CorpCNC15,754$956,4250.01%
260Murphy USA IncMUSA1,981$930,6940.01%
261Prudential Financial IncPUKPF8,224$918,4560.01%
262PayPal Holdings IncPYPL13,960$910,8900.01%
263Adobe IncADBE2,267$869,4630.01%
264Allstate Corp/TheALL-PJ4,194$868,4520.01%
265Etsy IncETSY18,388$867,5460.01%
266Weyerhaeuser CoWY29,358$859,6020.01%
267Vail Resorts IncMTN5,144$823,1430.00%
268VF CorpVFC52,783$819,1920.00%
269Illinois Tool Works Inc4523081093,274$811,9850.00%
270Confluent Inc20717M10334,311$804,2500.00%
271Huntington Bancshares Inc/OHHBANP53,192$798,4120.00%
272Bank of America Corp06050510418,924$789,6990.00%
273Advanced Micro Devices IncAMD7,672$788,2210.00%
274Regeneron Pharmaceuticals IncREGN1,228$778,8340.00%
275Sherwin-Williams Co/TheSHW2,226$777,2970.00%
276Crown Castle IncCCI7,365$767,6540.00%
277SBA Communications CorpSBAC3,478$765,1950.00%
278WW Grainger Inc384802104758$748,7750.00%
279Workday IncWDAY3,171$740,5240.00%
280Lear CorpLEA8,159$719,7870.00%
281Tetra Tech IncTTEK24,600$719,5500.00%
282Hewlett Packard Enterprise CoHPE-PC46,175$712,4800.00%
283GE HealthCare Technologies IncGEHC8,745$705,8090.00%
284Discover Financial Services2547091083,951$674,4360.00%
285ZoomInfo Technologies IncGTM66,701$667,0100.00%
286Cencora IncCOR2,381$662,1320.00%
287Ingredion IncINGR4,780$646,3040.00%
288BorgWarner IncBWA22,543$645,8570.00%
289CBRE Group IncCBRE4,937$645,6610.00%
290Moody's CorpMCO1,377$641,2550.00%
291Intel CorpINTC28,093$637,9920.00%
292Liberty Media Corp-Liberty LivFWONB9,478$637,3010.00%
293Domino's Pizza IncDPZ1,378$633,1220.00%
294Johnson Controls InternationalG515021057,856$629,3440.00%
295Spotify Technology SASPOT1,111$611,0830.00%