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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 2025 · Filed January 29, 2026 · Accession 0001749768-26-000001

Total Value
$15.98B
Positions
279
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1Linde PLCLIN1,841,939$785.4M4.91%
2Microsoft CorpMSFT1,591,543$769.7M4.82%
3Xylem Inc/NYXYL4,881,208$664.7M4.16%
4NVIDIA CorpNVDA3,034,256$565.9M3.54%
5Hubbell IncHUBB820,499$364.4M2.28%
6Agilent Technologies IncA2,595,597$353.2M2.21%
7Pentair PLCPNR3,311,159$344.8M2.16%
8Aptiv PLCAPTV4,269,536$324.9M2.03%
9Veralto CorpVLTO3,145,370$313.8M1.96%
10American Water Works Co Inc0304201032,386,873$311.5M1.95%
11A O Smith CorpAOS4,649,544$311.0M1.95%
12IDEX Corp45167R1041,708,816$304.1M1.90%
13Advanced Drainage Systems Inc00790R1042,066,723$299.3M1.87%
14eBay IncEBAY3,134,733$273.0M1.71%
15RenaissanceRe Holdings LtdRNR-PG969,868$272.7M1.71%
16Marvell Technology IncMRVL3,142,554$267.1M1.67%
17KLA CorpKLAC212,473$258.2M1.62%
18Cintas CorpCTAS1,346,262$253.2M1.58%
19Waste Management Inc94106L1091,009,080$221.7M1.39%
20Applied Materials Inc038222105854,529$219.6M1.37%
21Synopsys IncSNPS442,763$208.0M1.30%
22Zoetis IncZTS1,577,364$198.5M1.24%
23Vertiv Holdings CoVRT1,207,028$195.6M1.22%
24Ecolab IncECL725,432$190.4M1.19%
25Mastercard IncMA332,450$189.8M1.19%
26Carrier Global CorpCARR3,548,911$187.5M1.17%
27Watts Water Technologies IncWTS647,873$178.8M1.12%
28TE Connectivity PLCTEL764,995$174.0M1.09%
29Cia de Saneamento Basico do EsSBS7,236,477$172.6M1.08%
30Masco CorpMAS2,710,763$172.0M1.08%
31Cadence Design Systems IncCDNS538,545$168.3M1.05%
32Boston Scientific CorpBSX1,723,927$164.4M1.03%
33Union Pacific CorpUNP689,356$159.5M1.00%
34Core & Main IncCNM2,872,595$149.3M0.93%
35Zurn Elkay Water Solutions Cor98983L1082,921,884$135.8M0.85%
36Amphenol Corp032095101982,800$132.8M0.83%
37AECOMACM1,392,092$132.7M0.83%
38Itron IncITRI1,355,148$125.8M0.79%
39Republic Services Inc760759100579,314$122.8M0.77%
40Trimble IncTRMB1,530,754$119.9M0.75%
41Cullen/Frost Bankers IncCFR-PB915,931$116.0M0.73%
42Littelfuse IncLFUS454,003$114.8M0.72%
43SiteOne Landscape Supply IncSITE915,917$114.1M0.71%
44Intuitive Surgical IncISRG199,525$113.0M0.71%
45Tetra Tech IncTTEK3,208,190$107.6M0.67%
46Franklin Electric Co IncFELE1,121,191$107.1M0.67%
47AAON IncAAON1,403,648$107.0M0.67%
48Tyler Technologies IncTYL235,136$106.7M0.67%
49Valmont Industries Inc920253101260,738$104.9M0.66%
50Chemed CorpCHE244,242$104.5M0.65%
51Danaher Corp235851102454,388$104.0M0.65%
52Autodesk IncADSK349,957$103.6M0.65%
53Citizens Financial Group IncCIA1,729,587$101.0M0.63%
54PTC IncPTC579,317$100.9M0.63%
55Apple IncAAPL368,237$100.1M0.63%
56Trane Technologies PLCTT252,715$98.4M0.62%
57Monolithic Power Systems Inc609839105106,238$96.3M0.60%
58ServiceNow IncNOW594,210$91.0M0.57%
59Amazon.com IncAMZN387,433$89.4M0.56%
60Waters Corp941848103232,249$88.2M0.55%
61Thermo Fisher Scientific IncTMO149,132$86.4M0.54%
62Waste Connections IncWCN481,705$84.5M0.53%
63Bentley Systems IncBSY2,178,670$83.1M0.52%
64Mueller Water Products Inc6247581083,364,757$80.1M0.50%
65Marsh & McLennan Cos Inc571748102427,624$79.3M0.50%
66Alphabet IncGOOG246,611$77.2M0.48%
67Ormat Technologies IncORA676,741$74.8M0.47%
68Texas Instruments Inc882508104430,198$74.6M0.47%
69Repligen CorpRGEN413,384$67.7M0.42%
70Generac Holdings IncGNRC460,242$62.8M0.39%
71Trex Co IncTREX1,783,815$62.6M0.39%
72HDFC Bank LtdHDB1,695,445$62.0M0.39%
73nVent Electric PLCNVT553,268$56.4M0.35%
74Eli Lilly & CoLLY45,731$49.1M0.31%
75Progressive Corp/The743315103213,530$48.6M0.30%
76JPMorgan Chase & CoVYLD146,587$47.2M0.30%
77Westinghouse Air Brake Technol929740108206,389$44.1M0.28%
78Mettler-Toledo International IMTD31,236$43.5M0.27%
79Broadcom IncAVGO120,936$41.9M0.26%
80Darling Ingredients IncDAR1,147,396$41.3M0.26%
81Pinnacle Financial Partners In72346Q104421,413$41.3M0.26%
82Victory Capital Holdings Inc92645B103650,000$41.0M0.26%
83Acadian Asset Management IncAAMI845,451$39.7M0.25%
84United Rentals IncURI47,751$38.6M0.24%
85Gilead Sciences IncGILD296,565$36.4M0.23%
86Clean Harbors IncCLH148,605$34.8M0.22%
87Oracle CorpORCL-PD170,754$33.3M0.21%
88McCormick & Co Inc/MDMKC-V475,770$32.4M0.20%
89Ligand Pharmaceuticals IncLGNZZ165,208$31.2M0.20%
90Taiwan Semiconductor Manufactu87403910095,768$29.1M0.18%
91Colgate-Palmolive CoCL326,779$25.8M0.16%
92Tesla IncTSLA56,756$25.5M0.16%
93QXO IncQXO-PB1,256,785$24.2M0.15%
94Ulta Beauty IncULTA39,795$24.1M0.15%
95Rayonier IncRYN1,097,153$23.8M0.15%
96Dole PLCDOLE1,584,474$23.8M0.15%
97SI-BONE IncSIBN1,200,010$23.7M0.15%
98Eastern Bankshares IncEBC1,275,000$23.5M0.15%
99WW Grainger Inc38480210422,989$23.2M0.15%
100Uber Technologies IncUBER274,960$22.5M0.14%
101Johnson & JohnsonJNJ108,397$22.4M0.14%
102American Tower Corp03027X100123,777$21.7M0.14%
103Planet Fitness IncPLNT194,271$21.1M0.13%
104Alphabet IncGOOG64,630$20.3M0.13%
105Middleby Corp/TheMIDD133,739$19.9M0.12%
106Chipotle Mexican Grill IncCMG529,079$19.6M0.12%
107Pacira BioSciences IncPCRX750,027$19.4M0.12%
108Ball CorpBALL337,197$17.9M0.11%
109US Foods Holding CorpUSFD230,000$17.3M0.11%
110Ventas IncVTR220,300$17.0M0.11%
111Arcosa IncACA156,500$16.6M0.10%
112CME Group IncCME60,571$16.5M0.10%
113Netflix IncNFLX175,961$16.5M0.10%
114Emerson Electric CoEMR123,070$16.3M0.10%
115Ferguson Enterprises IncFERG72,514$16.1M0.10%
116Citigroup IncC-PR137,975$16.1M0.10%
117Abbott LaboratoriesABLZF128,190$16.1M0.10%
118Extreme Networks IncEXTR945,178$15.7M0.10%
119Voya Financial IncVOYA-PB203,101$15.1M0.09%
120State Street CorpSTT-PG116,817$15.1M0.09%
121Lyft IncLYFT775,000$15.0M0.09%
122Element Solutions IncESI591,946$14.8M0.09%
123Dycom Industries Inc26747510143,000$14.5M0.09%
124Agree Realty Corp008492100200,000$14.4M0.09%
125Graphic Packaging Holding CoGPK949,588$14.3M0.09%
126Sealed Air CorpSE343,984$14.3M0.09%
127NetScout Systems IncNTCT522,000$14.1M0.09%
128Mitek Systems IncMITK1,295,000$13.7M0.09%
129Intuit IncINTU20,276$13.4M0.08%
130DoorDash IncDASH59,198$13.4M0.08%
131Palo Alto Networks IncPANW71,738$13.2M0.08%
132Crinetics Pharmaceuticals IncCRNX275,000$12.8M0.08%
133Bank of New York Mellon Corp/T064058100108,934$12.6M0.08%
134Visa IncV35,441$12.4M0.08%
135Roivant Sciences LtdROIV550,000$11.9M0.07%
136Workiva IncWK136,086$11.7M0.07%
137Onto Innovation IncONTO74,057$11.7M0.07%
138Array Technologies IncARRY1,250,000$11.5M0.07%
139AGCO CorpAGCO110,070$11.5M0.07%
140Bio-Techne CorpTECH195,000$11.5M0.07%
141Merck & Co IncMRK108,550$11.4M0.07%
142Enovis CorpENOV424,130$11.3M0.07%
143CNH Industrial NVN209441091,217,317$11.2M0.07%
144Advanced Micro Devices IncAMD52,068$11.2M0.07%
145BJ's Wholesale Club Holdings I05550J101119,955$10.8M0.07%
146Neurocrine Biosciences IncNBIX75,000$10.6M0.07%
147Enpro IncNPO48,000$10.3M0.06%
148Gates Industrial Corp PLCG39108108472,713$10.1M0.06%
149Cisco Systems IncCSCO130,363$10.0M0.06%
150Edison International281020107166,502$10.0M0.06%
151Autoliv IncALV82,394$9.8M0.06%
152Elevance Health IncELV27,843$9.8M0.06%
153GE Vernova IncGEV14,137$9.2M0.06%
154Procter & Gamble Co/The74271810964,338$9.2M0.06%
155Revvity IncRVTY94,762$9.2M0.06%
156Wyndham Hotels & Resorts IncWH120,000$9.1M0.06%
157Rivian Automotive IncRIVN450,000$8.9M0.06%
158Cummins IncCMI17,338$8.9M0.06%
159Merit Medical Systems Inc589889104100,000$8.8M0.06%
160Travere Therapeutics IncTVTX225,000$8.6M0.05%
161Freshpet IncFRPT140,000$8.5M0.05%
162Warby Parker IncWRBY385,000$8.4M0.05%
163Otis Worldwide CorpOTIS95,841$8.4M0.05%
164Cardinal Health IncCAH40,681$8.4M0.05%
165Hewlett Packard Enterprise CoHPE-PC341,417$8.2M0.05%
166Coca-Cola Co/TheKO116,891$8.2M0.05%
167TriMas CorpTRS230,000$8.2M0.05%
168Accenture PLCACN30,025$8.1M0.05%
169Prestige Consumer Healthcare I74112D101130,000$8.0M0.05%
170Marriott International Inc/MD57190320225,390$7.9M0.05%
171Casella Waste Systems IncCWST80,000$7.8M0.05%
172Walt Disney Co/The25468710668,734$7.8M0.05%
173Bristol-Myers Squibb CoCELG-RI144,677$7.8M0.05%
174GeneDx Holdings CorpWGSWW60,000$7.8M0.05%
175Vital Farms IncVITL238,915$7.6M0.05%
176S&P Global IncSPGI14,512$7.6M0.05%
177Lam Research CorpLRCX44,180$7.6M0.05%
178Starbucks CorpSBUX89,124$7.5M0.05%
179American Express CoAXP20,218$7.5M0.05%
180Ameris BancorpABCB100,000$7.4M0.05%
181Lindsay CorpLNN62,768$7.4M0.05%
182Ciena CorpCIEN31,239$7.3M0.05%
183Twilio IncTWLO50,494$7.2M0.04%
184Terreno Realty Corp88146M101120,000$7.0M0.04%
185Prudential Financial IncPUKPF60,898$6.9M0.04%
186Seagate Technology Holdings PLSE24,323$6.7M0.04%
187TechTarget IncTTGT1,238,887$6.7M0.04%
188Micron Technology IncMU23,203$6.6M0.04%
189Target CorpTGT67,269$6.6M0.04%
190Health Catalyst IncHCAT2,750,000$6.6M0.04%
191A10 Networks IncATEN360,000$6.4M0.04%
192Cytokinetics IncCYTK100,000$6.4M0.04%
193General Mills Inc370334104136,246$6.3M0.04%
194Williams-Sonoma IncWSM33,079$5.9M0.04%
195IDEXX Laboratories Inc45168D1048,646$5.8M0.04%
196Willis Towers Watson PLCWTW17,783$5.8M0.04%
197Amgen IncAMGN17,735$5.8M0.04%
198Lululemon Athletica IncLULU27,930$5.8M0.04%
199QUALCOMM IncQCOM33,751$5.8M0.04%
200Biogen IncBIIB32,124$5.7M0.04%
201MSA Safety IncMNESP35,000$5.6M0.04%
202Modine Manufacturing Co60782810040,000$5.3M0.03%
203Analog Devices IncADI19,688$5.3M0.03%
204Best Buy Co IncBBY78,605$5.3M0.03%
205WillScot Holdings CorpWSC275,000$5.2M0.03%
206Hartford Insurance Group Inc/THIG-PG36,451$5.0M0.03%
207MetLife IncMET-PF63,211$5.0M0.03%
208Columbia Sportswear CoCOLM90,515$5.0M0.03%
209MercadoLibre IncMELI2,462$5.0M0.03%
210HP IncHPQ215,598$4.8M0.03%
211Prologis IncPLDGP36,625$4.7M0.03%
212Howard Hughes Holdings IncHHH55,707$4.4M0.03%
213Adobe IncADBE12,358$4.3M0.03%
214On Holding AGH5919C10492,209$4.3M0.03%
215Lennox International Inc5261071078,467$4.1M0.03%
216Home Depot Inc/TheHD11,724$4.0M0.03%
2178x8 Inc2829141002,000,000$3.9M0.02%
218Visteon CorpVC40,000$3.8M0.02%
219Bright Horizons Family Solutio10919410036,428$3.7M0.02%
220LPL Financial Holdings Inc50212V1009,836$3.5M0.02%
221NextEra Energy IncNEE-PW43,588$3.5M0.02%
222International Flavors & Fragra45950610151,197$3.5M0.02%
223Digital Realty Trust Inc25386810322,287$3.4M0.02%
224PNC Financial Services Group I69347510515,949$3.3M0.02%
225Deckers Outdoor CorpDECK30,192$3.1M0.02%
226Welltower IncWELL16,548$3.1M0.02%
227Macy's Inc55616P104127,683$2.8M0.02%
228Insulet CorpPODD9,667$2.7M0.02%
229Rockwell Automation IncROK6,487$2.5M0.02%
230PayPal Holdings IncPYPL42,809$2.5M0.02%
231Stryker CorpSYK5,984$2.1M0.01%
232Vertex Pharmaceuticals IncVRTX4,622$2.1M0.01%
233Lear CorpLEA17,264$2.0M0.01%
234Edwards Lifesciences CorpEW22,632$1.9M0.01%
235Albemarle CorpALB-PA12,901$1.8M0.01%
236Verizon Communications IncVZ44,601$1.8M0.01%
237Fifth Third BancorpFITBM37,103$1.7M0.01%
238CRH PLCCRH13,537$1.7M0.01%
239BorgWarner IncBWA36,776$1.7M0.01%
240Weyerhaeuser CoWY67,781$1.6M0.01%
241Arista Networks IncANET11,930$1.6M0.01%
242Clorox Co/TheCLX15,372$1.5M0.01%
243Lowe's Cos Inc5486611076,286$1.5M0.01%
244Motorola Solutions IncMSI3,776$1.4M0.01%
245Broadridge Financial Solutions11133T1036,403$1.4M0.01%
246AT&T IncT-PC56,329$1.4M0.01%
247Cencora IncCOR4,008$1.4M0.01%
248CBRE Group IncCBRE8,377$1.3M0.01%
249Axalta Coating Systems LtdAXTA41,672$1.3M0.01%
250Allstate Corp/TheALL-PJ6,378$1.3M0.01%
251Campbell's Company/TheCPB46,337$1.3M0.01%
252Lincoln Electric Holdings Inc5339001065,372$1.3M0.01%
253WESCO International Inc95082P1055,117$1.3M0.01%
254Duolingo IncDUOL7,128$1.3M0.01%
255Comcast CorpCCZ41,028$1.2M0.01%
256Regions Financial CorpRF-PF45,022$1.2M0.01%
257AbbVie IncABBV5,332$1.2M0.01%
258Moody's CorpMCO2,380$1.2M0.01%
259Timken Co/TheTKR14,134$1.2M0.01%
260Principal Financial Group IncPFG13,450$1.2M0.01%
261Wells Fargo & Co94974610112,628$1.2M0.01%
262Lincoln National Corp53418710926,095$1.2M0.01%
263Verisk Analytics IncVRSK5,160$1.2M0.01%
264ITT IncITT6,597$1.1M0.01%
265Bank of America Corp06050510420,517$1.1M0.01%
266Stanley Black & Decker IncSWK14,942$1.1M0.01%
267PG&E CorpPCG-PX68,888$1.1M0.01%
268Intel CorpINTC29,969$1.1M0.01%
269McKesson CorpMCK1,336$1.1M0.01%
270Unum GroupUNMA13,829$1.1M0.01%
271Pinterest IncPINS41,243$1.1M0.01%
272Sherwin-Williams Co/TheSHW3,284$1.1M0.01%
273Gen Digital IncGENVR38,973$1.1M0.01%
274NetApp IncNTAP9,895$1.1M0.01%
275Fortinet IncFTNT13,327$1.1M0.01%
276SBA Communications CorpSBAC5,372$1.0M0.01%
277Regency Centers Corp75884910314,896$1.0M0.01%
278Blackrock IncBLK940$1.0M0.01%
279ResMed IncRSMDF3,869$931,9260.01%