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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 Q3 2025 · Filed November 6, 2025 · Accession 0001749768-25-000052

Total Value
$17.14B
Positions
275
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1Linde PLCLIN1,908,814$906.7M5.29%
2Microsoft CorpMSFT1,558,008$807.0M4.71%
3Xylem Inc/NYXYL5,318,101$782.9M4.57%
4NVIDIA CorpNVDA3,179,954$593.3M3.46%
5Veralto CorpVLTO3,839,722$408.5M2.38%
6Hubbell IncHUBB937,136$402.4M2.35%
7Pentair PLCPNR3,585,069$396.3M2.31%
8Aptiv PLCAPTV4,523,145$390.0M2.28%
9Agilent Technologies IncA2,961,796$380.1M2.22%
10A O Smith CorpAOS4,850,158$356.1M2.08%
11Advanced Drainage Systems Inc00790R1042,500,076$345.8M2.02%
12IDEX Corp45167R1041,960,819$319.1M1.86%
13RenaissanceRe Holdings LtdRNR-PG1,220,424$309.9M1.81%
14Synopsys IncSNPS621,909$305.5M1.78%
15Marvell Technology IncMRVL3,628,126$304.3M1.78%
16KLA CorpKLAC252,188$271.2M1.58%
17eBay IncEBAY2,813,001$255.8M1.49%
18Zoetis IncZTS1,693,701$247.8M1.45%
19Carrier Global CorpCARR4,147,476$246.7M1.44%
20Waste Management Inc94106L1091,117,078$246.7M1.44%
21American Water Works Co Inc0304201031,729,024$240.7M1.40%
22Applied Materials Inc0382221051,079,832$221.1M1.29%
23Cintas CorpCTAS1,039,226$213.3M1.24%
24Watts Water Technologies IncWTS745,622$207.5M1.21%
25Cia de Saneamento Basico do EsSBS8,202,920$203.3M1.19%
26Itron IncITRI1,588,950$197.2M1.15%
27Mastercard IncMA345,960$196.8M1.15%
28TE Connectivity PLCTEL856,297$188.0M1.10%
29AECOMACM1,402,073$182.9M1.07%
30Union Pacific CorpUNP768,272$181.6M1.06%
31Masco CorpMAS2,482,960$174.8M1.02%
32Ecolab IncECL620,340$169.9M0.99%
33Oracle CorpORCL-PD602,136$169.3M0.99%
34Boston Scientific CorpBSX1,727,380$168.6M0.98%
35Ormat Technologies IncORA1,763,110$168.3M0.98%
36Cadence Design Systems IncCDNS446,342$156.8M0.91%
37Trimble IncTRMB1,910,478$154.5M0.90%
38Republic Services Inc760759100647,983$148.7M0.87%
39Zurn Elkay Water Solutions Cor98983L1083,128,146$147.1M0.86%
40PTC IncPTC729,164$146.5M0.86%
41Core & Main IncCNM2,593,222$139.6M0.81%
42Vertiv Holdings CoVRT918,200$138.5M0.81%
43Amphenol Corp0320951011,116,115$138.1M0.81%
44Autodesk IncADSK378,321$120.2M0.70%
45Monolithic Power Systems Inc609839105131,401$120.0M0.70%
46SiteOne Landscape Supply IncSITE920,661$118.6M0.69%
47Littelfuse IncLFUS456,031$117.1M0.68%
48Cullen/Frost Bankers IncCFR-PB920,833$116.7M0.68%
49Valmont Industries Inc920253101299,491$116.1M0.68%
50Chemed CorpCHE253,182$113.4M0.66%
51Waste Connections IncWCN653,811$113.2M0.66%
52Trane Technologies PLCTT261,508$110.3M0.64%
53ServiceNow IncNOW117,153$107.8M0.63%
54Franklin Electric Co IncFELE1,121,191$106.7M0.62%
55Danaher Corp235851102506,029$100.3M0.59%
56Trex Co IncTREX1,934,581$99.4M0.58%
57Bentley Systems IncBSY1,943,672$99.2M0.58%
58Intuitive Surgical IncISRG213,773$95.6M0.56%
59Apple IncAAPL373,893$95.2M0.56%
60Repligen CorpRGEN703,237$93.0M0.54%
61Texas Instruments Inc882508104497,310$91.4M0.53%
62Marsh & McLennan Cos Inc571748102430,210$86.7M0.51%
63Mueller Water Products Inc6247581083,364,757$85.9M0.50%
64AAON IncAAON916,047$84.7M0.49%
65nVent Electric PLCNVT857,515$83.5M0.49%
66Amazon.com IncAMZN362,358$79.6M0.46%
67Waters Corp941848103263,546$79.0M0.46%
68Generac Holdings IncGNRC463,101$76.9M0.45%
69Thermo Fisher Scientific IncTMO150,031$72.8M0.42%
70Clean Harbors IncCLH252,141$57.7M0.34%
71HDFC Bank LtdHDB1,687,380$57.6M0.34%
72Progressive Corp/The743315103229,039$56.6M0.33%
73JPMorgan Chase & CoVYLD166,326$52.5M0.31%
74Alphabet IncGOOG205,107$49.9M0.29%
75United Rentals IncURI50,058$47.8M0.28%
76Eli Lilly & CoLLY59,329$45.3M0.26%
77Mettler-Toledo International IMTD33,016$40.5M0.24%
78Victory Capital Holdings Inc92645B103600,000$38.9M0.23%
79Broadcom IncAVGO117,582$38.8M0.23%
80Acadian Asset Management IncAAMI765,484$36.9M0.22%
81Darling Ingredients IncDAR1,184,294$36.6M0.21%
82Ligand Pharmaceuticals IncLGNZZ200,208$35.5M0.21%
83McCormick & Co Inc/MDMKC-V491,130$32.9M0.19%
84Pinnacle Financial Partners In72346Q104348,237$32.7M0.19%
85Rayonier IncRYN1,159,058$30.8M0.18%
86Gilead Sciences IncGILD276,671$30.7M0.18%
87Netflix IncNFLX23,173$27.8M0.16%
88Palo Alto Networks IncPANW134,797$27.4M0.16%
89Roivant Sciences LtdROIV1,800,000$27.2M0.16%
90American Tower Corp03027X100134,031$25.8M0.15%
91Carlisle Cos Inc14233910077,668$25.5M0.15%
92Walt Disney Co/The254687106215,505$24.7M0.14%
93Sealed Air CorpSE691,491$24.4M0.14%
94Ulta Beauty IncULTA42,068$23.0M0.13%
95Johnson & JohnsonJNJ121,457$22.5M0.13%
96Dole PLCDOLE1,675,545$22.5M0.13%
97WW Grainger Inc38480210423,182$22.1M0.13%
98Chipotle Mexican Grill IncCMG543,604$21.3M0.12%
99Uber Technologies IncUBER213,202$20.9M0.12%
100Colgate-Palmolive CoCL252,965$20.2M0.12%
101Planet Fitness IncPLNT194,271$20.2M0.12%
102Ball CorpBALL392,862$19.8M0.12%
103Graphic Packaging Holding CoGPK986,942$19.3M0.11%
104Middleby Corp/TheMIDD141,429$18.8M0.11%
105Eastern Bankshares IncEBC1,000,000$18.1M0.11%
106Citizens Financial Group IncCIA338,104$18.0M0.10%
107Taiwan Semiconductor Manufactu87403910063,414$17.7M0.10%
108Extreme Networks IncEXTR855,178$17.7M0.10%
109Ventas IncVTR249,885$17.5M0.10%
110Abbott LaboratoriesABLZF128,472$17.2M0.10%
111Ferguson Enterprises IncFERG73,488$16.5M0.10%
112AGCO CorpAGCO150,467$16.1M0.09%
113US Foods Holding CorpUSFD210,000$16.1M0.09%
114Ciena CorpCIEN110,239$16.1M0.09%
115Emerson Electric CoEMR120,193$15.8M0.09%
116Pacira BioSciences IncPCRX600,027$15.5M0.09%
117CME Group IncCME56,672$15.3M0.09%
118SI-BONE IncSIBN1,025,010$15.1M0.09%
119CNH Industrial NVN209441091,390,088$15.1M0.09%
120NetScout Systems IncNTCT580,000$15.0M0.09%
121Element Solutions IncESI591,946$14.9M0.09%
122State Street CorpSTT-PG127,984$14.8M0.09%
123Agree Realty Corp008492100200,000$14.2M0.08%
124Citigroup IncC-PR136,947$13.9M0.08%
125Voya Financial IncVOYA-PB182,379$13.6M0.08%
126Arcosa IncACA141,500$13.3M0.08%
127Lyft IncLYFT600,000$13.2M0.08%
128Intuit IncINTU19,168$13.1M0.08%
129Alphabet IncGOOG52,215$12.7M0.07%
130Dycom Industries Inc26747510143,000$12.5M0.07%
131Visa IncV35,441$12.1M0.07%
132Merck & Co IncMRK143,965$12.1M0.07%
133Bank of New York Mellon Corp/T064058100110,592$12.1M0.07%
134Workiva IncWK136,086$11.7M0.07%
135Mitek Systems IncMITK1,195,000$11.7M0.07%
136Travere Therapeutics IncTVTX475,000$11.4M0.07%
137BJ's Wholesale Club Holdings I05550J101119,955$11.2M0.07%
138Enpro IncNPO48,000$10.8M0.06%
139Warby Parker IncWRBY385,000$10.6M0.06%
140Neurocrine Biosciences IncNBIX75,000$10.5M0.06%
141Otis Worldwide CorpOTIS112,578$10.3M0.06%
142Array Technologies IncARRY1,250,000$10.2M0.06%
143Procter & Gamble Co/The74271810965,954$10.1M0.06%
144S&P Global IncSPGI19,792$9.6M0.06%
145Cytokinetics IncCYTK175,000$9.6M0.06%
146Wyndham Hotels & Resorts IncWH120,000$9.6M0.06%
147Onto Innovation IncONTO74,057$9.6M0.06%
148Enovis CorpENOV310,630$9.4M0.05%
149Edison International281020107169,541$9.4M0.05%
150Autoliv IncALV75,760$9.4M0.05%
151Cisco Systems IncCSCO133,680$9.1M0.05%
152Elevance Health IncELV28,294$9.1M0.05%
153QUALCOMM IncQCOM54,725$9.1M0.05%
154Howard Hughes Holdings IncHHH110,000$9.0M0.05%
155TriMas CorpTRS230,000$8.9M0.05%
156Lindsay CorpLNN62,768$8.8M0.05%
157Hewlett Packard Enterprise CoHPE-PC349,282$8.6M0.05%
158Cummins IncCMI20,283$8.6M0.05%
159Advanced Micro Devices IncAMD52,068$8.4M0.05%
160Merit Medical Systems Inc589889104100,000$8.3M0.05%
161Coca-Cola Co/TheKO120,284$8.0M0.05%
162Gates Industrial Corp PLCG39108108317,713$7.9M0.05%
163Health Catalyst IncHCAT2,750,000$7.8M0.05%
164Casella Waste Systems IncCWST80,000$7.6M0.04%
165Accenture PLCACN30,729$7.6M0.04%
166Home Depot Inc/TheHD18,138$7.3M0.04%
167General Mills Inc370334104138,771$7.0M0.04%
168American Express CoAXP20,706$6.9M0.04%
169Prestige Consumer Healthcare I74112D101110,000$6.9M0.04%
170Terreno Realty Corp88146M101120,000$6.8M0.04%
171Marriott International Inc/MD57190320226,127$6.8M0.04%
172Tapestry IncTPR59,742$6.8M0.04%
173Bristol-Myers Squibb CoCELG-RI148,044$6.7M0.04%
174Starbucks CorpSBUX78,740$6.7M0.04%
175Williams-Sonoma IncWSM34,039$6.7M0.04%
176Rivian Automotive IncRIVN450,000$6.6M0.04%
177Twilio IncTWLO65,636$6.6M0.04%
178A10 Networks IncATEN360,000$6.5M0.04%
179Prudential Financial IncPUKPF62,666$6.5M0.04%
180Simply Good Foods Co/TheSMPL258,620$6.4M0.04%
181Cardinal Health IncCAH40,480$6.4M0.04%
182Willis Towers Watson PLCWTW18,299$6.3M0.04%
183Prologis IncPLDGP54,487$6.2M0.04%
184Target CorpTGT69,222$6.2M0.04%
185Best Buy Co IncBBY80,455$6.1M0.04%
186HP IncHPQ221,857$6.0M0.04%
187MSA Safety IncMNESP35,000$6.0M0.04%
188WillScot Holdings CorpWSC275,000$5.8M0.03%
189Modine Manufacturing Co60782810040,000$5.7M0.03%
190IDEXX Laboratories Inc45168D1048,646$5.5M0.03%
191GeneDx Holdings CorpWGSWW50,000$5.4M0.03%
192MetLife IncMET-PF63,211$5.2M0.03%
193TechTarget IncTTGT888,887$5.2M0.03%
194Lululemon Athletica IncLULU28,740$5.1M0.03%
195Amgen IncAMGN17,735$5.0M0.03%
196Hartford Insurance Group Inc/THIG-PG36,451$4.9M0.03%
197Analog Devices IncADI19,688$4.8M0.03%
198Quanex Building Products Corp747619104337,750$4.8M0.03%
199Visteon CorpVC40,000$4.8M0.03%
200MercadoLibre IncMELI2,039$4.8M0.03%
201Columbia Sportswear CoCOLM90,515$4.7M0.03%
202Biogen IncBIIB33,056$4.6M0.03%
203Lennox International Inc5261071078,467$4.5M0.03%
204Vital Farms IncVITL108,915$4.5M0.03%
205Adobe IncADBE12,358$4.4M0.03%
2068x8 Inc2829141002,000,000$4.2M0.02%
207Freshpet IncFRPT70,000$3.9M0.02%
208PayPal Holdings IncPYPL56,992$3.8M0.02%
209NextEra Energy IncNEE-PW48,298$3.6M0.02%
210LPL Financial Holdings Inc50212V1009,836$3.3M0.02%
211PNC Financial Services Group I69347510515,949$3.2M0.02%
212Deckers Outdoor CorpDECK30,192$3.1M0.02%
213International Flavors & Fragra45950610149,081$3.0M0.02%
214Insulet CorpPODD9,667$3.0M0.02%
215Digital Realty Trust Inc25386810317,127$3.0M0.02%
216Welltower IncWELL16,548$2.9M0.02%
217Bright Horizons Family Solutio10919410021,822$2.4M0.01%
218Macy's Inc55616P104127,683$2.3M0.01%
219Rockwell Automation IncROK6,487$2.3M0.01%
220Stryker CorpSYK5,984$2.2M0.01%
221On Holding AGH5919C10451,274$2.2M0.01%
222Duolingo IncDUOL5,865$1.9M0.01%
223Acuity IncAYI5,356$1.8M0.01%
224Vertex Pharmaceuticals IncVRTX4,622$1.8M0.01%
225Edwards Lifesciences CorpEW22,632$1.8M0.01%
226Lam Research CorpLRCX12,513$1.7M0.01%
227Fifth Third BancorpFITBM37,103$1.7M0.01%
228CRH PLCCRH13,537$1.6M0.01%
229BorgWarner IncBWA36,776$1.6M0.01%
230Lowe's Cos Inc5486611076,286$1.6M0.01%
231Broadridge Financial Solutions11133T1036,403$1.5M0.01%
232Campbell's Company/TheCPB46,337$1.5M0.01%
233Johnson Controls InternationalG5150210513,047$1.4M0.01%
234Verizon Communications IncVZ32,269$1.4M0.01%
235Micron Technology IncMU8,247$1.4M0.01%
236Allstate Corp/TheALL-PJ6,378$1.4M0.01%
237CF Industries Holdings Inc12526910015,055$1.4M0.01%
238Westinghouse Air Brake Technol9297401086,733$1.3M0.01%
239CBRE Group IncCBRE8,377$1.3M0.01%
240Lear CorpLEA12,971$1.3M0.01%
241Verisk Analytics IncVRSK5,160$1.3M0.01%
242Comcast CorpCCZ41,028$1.3M0.01%
243Clorox Co/TheCLX10,453$1.3M0.01%
244Lincoln Electric Holdings Inc5339001065,372$1.3M0.01%
245Cencora IncCOR4,008$1.3M0.01%
246AbbVie IncABBV5,332$1.2M0.01%
247Truist Financial Corp89832Q10926,596$1.2M0.01%
248Comerica Inc20034010717,696$1.2M0.01%
249Axalta Coating Systems LtdAXTA41,672$1.2M0.01%
250Regions Financial CorpRF-PF45,022$1.2M0.01%
251ITT IncITT6,597$1.2M0.01%
252NetApp IncNTAP9,895$1.2M0.01%
253Casey's General Stores Inc1475281032,065$1.2M0.01%
254Weyerhaeuser CoWY46,847$1.2M0.01%
255Western Digital CorpWDC9,636$1.2M0.01%
256Moody's CorpMCO2,380$1.1M0.01%
257Motorola Solutions IncMSI2,474$1.1M0.01%
258Principal Financial Group IncPFG13,450$1.1M0.01%
259Quanta Services Inc74762E1022,664$1.1M0.01%
260Blackrock IncBLK940$1.1M0.01%
261EMCOR Group IncEME1,684$1.1M0.01%
262Arista Networks IncANET7,457$1.1M0.01%
263Regency Centers Corp75884910314,896$1.1M0.01%
264WESCO International Inc95082P1055,117$1.1M0.01%
265T-Mobile US IncTMUSZ4,463$1.1M0.01%
266Timken Co/TheTKR14,134$1.1M0.01%
267ResMed IncRSMDF3,869$1.1M0.01%
268Wells Fargo & Co94974610112,628$1.1M0.01%
269Bank of America Corp06050510420,517$1.1M0.01%
270Lincoln National Corp53418710926,095$1.1M0.01%
271Carlyle Group Inc/TheCGABL16,691$1.0M0.01%
272Albemarle CorpALB-PA12,901$1.0M0.01%
273SBA Communications CorpSBAC5,372$1.0M0.01%
274AT&T IncT-PC35,712$1.0M0.01%
275Intel CorpINTC15,117$507,1750.00%