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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 2025 · Filed August 8, 2025 · Accession 0001749768-25-000049

Total Value
$17.39B
Positions
280
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1Linde PLCLIN1,900,131$890.1M5.12%
2Microsoft CorpMSFT1,583,966$785.9M4.52%
3Xylem Inc/NYXYL5,499,688$709.2M4.08%
4NVIDIA CorpNVDA3,814,715$601.0M3.46%
5Pentair PLCPNR4,409,532$451.8M2.60%
6Hubbell IncHUBB1,006,783$409.4M2.35%
7Veralto CorpVLTO3,695,678$372.3M2.14%
8Agilent Technologies IncA3,022,842$356.7M2.05%
9Advanced Drainage Systems Inc00790R1043,043,909$348.7M2.00%
10IDEX Corp45167R1041,966,455$345.3M1.98%
11Synopsys IncSNPS618,415$315.7M1.81%
12KLA CorpKLAC345,121$308.3M1.77%
13A O Smith CorpAOS4,692,302$307.7M1.77%
14RenaissanceRe Holdings LtdRNR-PG1,220,038$295.5M1.70%
15eBay IncEBAY3,810,634$282.8M1.63%
16TE Connectivity PLCTEL1,657,678$278.7M1.60%
17Marvell Technology IncMRVL3,405,465$262.4M1.51%
18Waste Management Inc94106L1091,112,521$254.6M1.46%
19Applied Materials Inc0382221051,339,357$244.4M1.41%
20American Water Works Co Inc0304201031,735,199$241.4M1.39%
21Watts Water Technologies IncWTS877,796$215.1M1.24%
22Oracle CorpORCL-PD957,577$207.6M1.19%
23Cintas CorpCTAS908,926$201.7M1.16%
24Mettler-Toledo International IMTD171,431$201.4M1.16%
25Cia de Saneamento Basico do EsSBS9,140,360$200.1M1.15%
26Aptiv PLCAPTV2,927,869$199.3M1.15%
27Carrier Global CorpCARR2,689,711$196.9M1.13%
28Texas Instruments Inc882508104939,777$195.1M1.12%
29Core & Main IncCNM3,208,041$193.6M1.11%
30Zoetis IncZTS1,176,996$182.7M1.05%
31Zurn Elkay Water Solutions Cor98983L1084,933,224$180.4M1.04%
32Mastercard IncMA319,247$177.9M1.02%
33Ecolab IncECL653,174$176.0M1.01%
34AECOMACM1,516,823$171.2M0.98%
35Autodesk IncADSK548,242$169.7M0.98%
36Masco CorpMAS2,635,143$169.6M0.98%
37Ormat Technologies IncORA2,024,970$168.3M0.97%
38Republic Services Inc760759100676,392$166.8M0.96%
39Trimble IncTRMB2,124,296$160.0M0.92%
40Boston Scientific CorpBSX1,449,736$154.3M0.89%
41Amphenol Corp0320951011,459,135$144.1M0.83%
42Cadence Design Systems IncCDNS463,933$142.0M0.82%
43Union Pacific CorpUNP606,159$139.5M0.80%
44Chemed CorpCHE267,589$130.3M0.75%
45PTC IncPTC751,122$128.3M0.74%
46Bentley Systems IncBSY2,363,969$126.6M0.73%
47Monolithic Power Systems Inc609839105173,844$126.2M0.73%
48SiteOne Landscape Supply IncSITE1,010,816$122.2M0.70%
49Trane Technologies PLCTT272,379$119.1M0.68%
50Waste Connections IncWCN632,720$116.5M0.67%
51Generac Holdings IncGNRC793,642$112.7M0.65%
52Franklin Electric Co IncFELE1,246,729$111.9M0.64%
53ANSYS Inc03662Q105318,139$111.7M0.64%
54Littelfuse IncLFUS483,845$108.9M0.63%
55Cullen/Frost Bankers IncCFR-PB822,878$104.9M0.60%
56Marsh & McLennan Cos Inc571748102482,408$104.4M0.60%
57Visa IncV295,517$104.2M0.60%
58Valmont Industries Inc920253101313,588$102.4M0.59%
59Danaher Corp235851102521,998$102.3M0.59%
60Waters Corp941848103274,368$95.8M0.55%
61Repligen CorpRGEN761,043$93.8M0.54%
62Itron IncITRI698,910$92.0M0.53%
63ServiceNow IncNOW88,324$90.3M0.52%
64Clean Harbors IncCLH356,255$81.3M0.47%
65Mueller Water Products Inc6247581083,364,757$80.9M0.47%
66Apple IncAAPL393,986$80.8M0.46%
67Amazon.com IncAMZN362,874$79.6M0.46%
68Analog Devices IncADI336,542$79.3M0.46%
69HDFC Bank LtdHDB951,971$72.1M0.41%
70Intuitive Surgical IncISRG133,228$71.7M0.41%
71Alphabet IncGOOG403,101$71.0M0.41%
72Thermo Fisher Scientific IncTMO170,546$68.4M0.39%
73nVent Electric PLCNVT926,168$67.1M0.39%
74Progressive Corp/The743315103237,624$63.4M0.36%
75Vertiv Holdings CoVRT472,415$60.7M0.35%
76JPMorgan Chase & CoVYLD204,508$59.3M0.34%
77Donaldson Co IncDCI831,185$56.8M0.33%
78Rayonier IncRYN2,484,057$54.7M0.31%
79Trex Co IncTREX1,002,334$54.5M0.31%
80Eli Lilly & CoLLY69,241$54.0M0.31%
81Graphic Packaging Holding CoGPK2,322,415$48.6M0.28%
82Darling Ingredients IncDAR1,192,503$45.2M0.26%
83AAON IncAAON587,296$42.7M0.25%
84McCormick & Co Inc/MDMKC-V509,509$38.6M0.22%
85Victory Capital Holdings Inc92645B103600,000$38.2M0.22%
86Broadcom IncAVGO137,726$38.0M0.22%
87United Rentals IncURI47,954$36.1M0.21%
88Acadian Asset Management IncAAMI1,000,000$35.2M0.20%
89Gilead Sciences IncGILD294,613$32.7M0.19%
90Carlisle Cos Inc14233910081,321$30.4M0.17%
91Ligand Pharmaceuticals IncLGNZZ260,208$29.6M0.17%
92Palo Alto Networks IncPANW143,588$29.4M0.17%
93Walt Disney Co/The254687106229,628$28.5M0.16%
94Chipotle Mexican Grill IncCMG475,171$26.7M0.15%
95Ball CorpBALL473,474$26.6M0.15%
96American Tower Corp03027X100112,455$24.9M0.14%
97Voya Financial IncVOYA-PB340,010$24.1M0.14%
98Colgate-Palmolive CoCL251,640$22.9M0.13%
99Prologis IncPLDGP214,436$22.5M0.13%
100Roivant Sciences LtdROIV2,000,000$22.5M0.13%
101Uber Technologies IncUBER235,967$22.0M0.13%
102Middleby Corp/TheMIDD150,987$21.7M0.13%
103Dole PLCDOLE1,526,649$21.4M0.12%
104Ulta Beauty IncULTA45,503$21.3M0.12%
105Sealed Air CorpSE680,824$21.1M0.12%
106AGCO CorpAGCO194,011$20.0M0.12%
107Abbott LaboratoriesABLZF142,173$19.3M0.11%
108CNH Industrial NVN209441091,368,638$17.7M0.10%
109Planet Fitness IncPLNT159,271$17.4M0.10%
110CME Group IncCME62,721$17.3M0.10%
111US Foods Holding CorpUSFD223,145$17.2M0.10%
112Ventas IncVTR268,687$17.0M0.10%
113Citizens Financial Group IncCIA374,206$16.7M0.10%
114Johnson & JohnsonJNJ105,863$16.2M0.09%
115Howard Hughes Holdings IncHHH235,000$15.9M0.09%
116Ciena CorpCIEN189,914$15.4M0.09%
117Intuit IncINTU19,523$15.4M0.09%
118Extreme Networks IncEXTR855,178$15.4M0.09%
119Neurocrine Biosciences IncNBIX115,000$14.5M0.08%
120NetScout Systems IncNTCT580,000$14.4M0.08%
121BJ's Wholesale Club Holdings I05550J101129,094$13.9M0.08%
122Citigroup IncC-PR158,460$13.5M0.08%
123Element Solutions IncESI591,946$13.4M0.08%
124Ferguson Enterprises IncFERG60,203$13.1M0.08%
125SI-BONE IncSIBN691,761$13.0M0.07%
126Avantor IncAVTR964,399$13.0M0.07%
127Eastern Bankshares IncEBC815,540$12.5M0.07%
128Emerson Electric CoEMR92,488$12.3M0.07%
129Merck & Co IncMRK147,071$11.6M0.07%
130McDonald's CorpMCD39,771$11.6M0.07%
131Pacira BioSciences IncPCRX470,027$11.2M0.06%
132Pinnacle Financial Partners In72346Q104100,000$11.0M0.06%
133Otis Worldwide CorpOTIS110,021$10.9M0.06%
134Procter & Gamble Co/The74271810967,872$10.8M0.06%
135Elevance Health IncELV27,530$10.7M0.06%
136S&P Global IncSPGI20,215$10.7M0.06%
137Dycom Industries Inc26747510143,000$10.5M0.06%
138Health Catalyst IncHCAT2,750,000$10.4M0.06%
139Bank of New York Mellon Corp/T064058100113,589$10.3M0.06%
140Wyndham Hotels & Resorts IncWH120,000$9.7M0.06%
141Cisco Systems IncCSCO137,190$9.5M0.05%
142Merus NVN5749R100180,000$9.5M0.05%
143Lyft IncLYFT600,000$9.5M0.05%
144Accenture PLCACN31,612$9.4M0.05%
145Merit Medical Systems Inc589889104100,000$9.3M0.05%
146Enpro IncNPO48,000$9.2M0.05%
147Hewlett Packard Enterprise CoHPE-PC446,868$9.1M0.05%
148State Street CorpSTT-PG85,786$9.1M0.05%
149Lindsay CorpLNN62,768$9.1M0.05%
150Edison International281020107174,240$9.0M0.05%
151QUALCOMM IncQCOM56,039$8.9M0.05%
152Prestige Consumer Healthcare I74112D101110,000$8.8M0.05%
153Coca-Cola Co/TheKO123,874$8.8M0.05%
154Autoliv IncALV75,701$8.5M0.05%
155Mitek Systems IncMITK850,000$8.4M0.05%
156TriMas CorpTRS290,000$8.3M0.05%
157Cummins IncCMI25,211$8.3M0.05%
158Simply Good Foods Co/TheSMPL258,620$8.2M0.05%
159Fifth Third BancorpFITBM198,010$8.1M0.05%
160WW Grainger Inc3848021047,790$8.1M0.05%
161Workiva IncWK113,586$7.8M0.04%
162MSA Safety IncMNESP45,089$7.6M0.04%
163WillScot Holdings CorpWSC275,000$7.5M0.04%
164Onto Innovation IncONTO74,057$7.5M0.04%
165Starbucks CorpSBUX81,090$7.4M0.04%
166Alphabet IncGOOG41,637$7.4M0.04%
167Array Technologies IncARRY1,250,000$7.4M0.04%
168Marriott International Inc/MD57190320226,906$7.4M0.04%
169General Mills Inc370334104141,227$7.3M0.04%
170Gates Industrial Corp PLCG39108108317,713$7.3M0.04%
171Intel CorpINTC325,503$7.3M0.04%
172Vital Farms IncVITL185,000$7.1M0.04%
173Bristol-Myers Squibb CoCELG-RI152,295$7.0M0.04%
174Target CorpTGT71,288$7.0M0.04%
175Lululemon Athletica IncLULU29,598$7.0M0.04%
176Travere Therapeutics IncTVTX475,000$7.0M0.04%
177Arcosa IncACA81,000$7.0M0.04%
178Cardinal Health IncCAH41,688$7.0M0.04%
179A10 Networks IncATEN360,000$7.0M0.04%
180Prudential Financial IncPUKPF64,536$6.9M0.04%
181Casella Waste Systems IncCWST60,000$6.9M0.04%
182TechTarget IncTTGT888,887$6.9M0.04%
183Taiwan Semiconductor Manufactu87403910030,290$6.9M0.04%
184Home Depot Inc/TheHD18,403$6.7M0.04%
185CDW Corp/DECDW37,693$6.7M0.04%
186Terreno Realty Corp88146M101120,000$6.7M0.04%
187Estee Lauder Cos Inc/The51843910482,971$6.7M0.04%
188Enovis CorpENOV210,630$6.6M0.04%
189Warby Parker IncWRBY300,000$6.6M0.04%
190Inspire Medical Systems Inc45773010950,000$6.5M0.04%
191Quanex Building Products Corp747619104337,750$6.4M0.04%
192Rivian Automotive IncRIVN450,000$6.2M0.04%
193American Express CoAXP19,218$6.1M0.04%
194Modine Manufacturing Co60782810060,000$5.9M0.03%
195Agree Realty Corp00849210080,000$5.8M0.03%
196Cytokinetics IncCYTK175,000$5.8M0.03%
197Willis Towers Watson PLCWTW18,844$5.8M0.03%
198HP IncHPQ228,481$5.6M0.03%
199Best Buy Co IncBBY82,413$5.5M0.03%
200Columbia Sportswear CoCOLM90,515$5.5M0.03%
201Visteon CorpVC57,500$5.4M0.03%
202MercadoLibre IncMELI2,035$5.3M0.03%
203MetLife IncMET-PF64,728$5.2M0.03%
204International Business MachineINTR17,206$5.1M0.03%
205Amgen IncAMGN18,160$5.1M0.03%
206Lennox International Inc5261071078,670$5.0M0.03%
207Adobe IncADBE12,654$4.9M0.03%
208Eaton Corp PLCETN13,577$4.8M0.03%
209Freshpet IncFRPT70,000$4.8M0.03%
210IDEXX Laboratories Inc45168D1048,853$4.7M0.03%
211Hartford Insurance Group Inc/THIG-PG37,326$4.7M0.03%
212PayPal Holdings IncPYPL58,693$4.4M0.03%
213Salesforce IncCRM15,850$4.3M0.02%
214Air Products and Chemicals IncAIIR15,023$4.2M0.02%
215Biogen IncBIIB33,526$4.2M0.02%
2168x8 Inc2829141002,000,000$3.9M0.02%
217LPL Financial Holdings Inc50212V10010,072$3.8M0.02%
218NextEra Energy IncNEE-PW49,165$3.4M0.02%
219iShares iBoxx $ High Yield Cor46428851340,000$3.2M0.02%
220Deckers Outdoor CorpDECK30,192$3.1M0.02%
221Digital Realty Trust Inc25386810317,434$3.0M0.02%
222Welltower IncWELL18,416$2.8M0.02%
223Bright Horizons Family Solutio10919410021,781$2.7M0.02%
224On Holding AGH5919C10451,175$2.7M0.02%
225Duolingo IncDUOL5,851$2.4M0.01%
226Stryker CorpSYK5,984$2.4M0.01%
227Rockwell Automation IncROK6,642$2.2M0.01%
228Williams-Sonoma IncWSM12,874$2.1M0.01%
229Booz Allen Hamilton Holding CoBAH20,189$2.1M0.01%
230Vertex Pharmaceuticals IncVRTX4,622$2.1M0.01%
231Edwards Lifesciences CorpEW23,175$1.8M0.01%
232Illinois Tool Works Inc4523081097,159$1.8M0.01%
233Advanced Micro Devices IncAMD12,207$1.7M0.01%
234Hanover Insurance Group Inc/Th41086710510,074$1.7M0.01%
235Verisk Analytics IncVRSK5,283$1.6M0.01%
236Acuity IncAYI5,484$1.6M0.01%
237Macy's Inc55616P104130,749$1.5M0.01%
238Comcast CorpCCZ42,013$1.5M0.01%
239FactSet Research Systems Inc3030751053,283$1.5M0.01%
240Mobileye Global IncMBLY81,084$1.5M0.01%
241Verizon Communications IncVZ33,043$1.4M0.01%
242Lowe's Cos Inc5486611076,436$1.4M0.01%
243Johnson Controls InternationalG5150210513,360$1.4M0.01%
244Centene CorpCNC24,722$1.3M0.01%
245Allstate Corp/TheALL-PJ6,531$1.3M0.01%
246SBA Communications CorpSBAC5,501$1.3M0.01%
247Clorox Co/TheCLX10,704$1.3M0.01%
248Axalta Coating Systems LtdAXTA42,672$1.3M0.01%
249Lear CorpLEA13,282$1.3M0.01%
250BorgWarner IncBWA37,659$1.3M0.01%
251International Flavors & Fragra45950610116,959$1.2M0.01%
252Lam Research CorpLRCX12,813$1.2M0.01%
253Weyerhaeuser CoWY46,847$1.2M0.01%
254Cencora IncCOR4,008$1.2M0.01%
255Moody's CorpMCO2,380$1.2M0.01%
256CBRE Group IncCBRE8,377$1.2M0.01%
257Truist Financial Corp89832Q10926,596$1.1M0.01%
258GE HealthCare Technologies IncGEHC15,434$1.1M0.01%
259Lincoln Electric Holdings Inc5339001065,501$1.1M0.01%
260Howmet Aerospace IncHWM5,848$1.1M0.01%
261PNC Financial Services Group I6934751055,763$1.1M0.01%
262Principal Financial Group IncPFG13,450$1.1M0.01%
263Regions Financial CorpRF-PF45,022$1.1M0.01%
264Comerica Inc20034010717,696$1.1M0.01%
265NetApp IncNTAP9,895$1.1M0.01%
266Casey's General Stores Inc1475281032,065$1.1M0.01%
267Motorola Solutions IncMSI2,474$1.0M0.01%
268ZoomInfo Technologies IncGTM102,335$1.0M0.01%
269ITT IncITT6,597$1.0M0.01%
270AT&T IncT-PC35,712$1.0M0.01%
271Timken Co/TheTKR14,134$1.0M0.01%
272Broadridge Financial Solutions11133T1034,150$1.0M0.01%
273Caesars Entertainment Inc12769G10035,329$1.0M0.01%
274Kohl's CorpKSS117,667$997,8160.01%
275AbbVie IncABBV5,332$989,7260.01%
276Host Hotels & Resorts IncHST62,711$963,2410.01%
277The Campbell's CompanyCPB31,148$954,6860.01%
278Equinix IncEQIX1,161$923,5410.01%
279CF Industries Holdings Inc1252691009,893$910,1560.01%
280Westinghouse Air Brake Technol9297401082,523$528,1900.00%