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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

Institutional Manager · CIK 0001749768

Impax Asset Management Group plc

LONDON, X0 · File #028-18939

Latest AUM
$15.98B
Positions
279
Top-10 Concentration
40.5%
Filings
15

Sector Allocation

Industrials
27.8%$4.45B
Technology
22.8%$3.64B
Healthcare
9.0%$1.43B
Materials
6.2%$994.7M
Financials
3.0%$479.2M
Utilities
1.5%$247.3M
Consumer Staples
0.9%$142.0M
Real Estate
0.3%$52.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Linde PLCLIN1,841,939$785.4M6.63%
2Microsoft CorpMSFT1,591,543$769.7M6.49%
3Xylem Inc/NYXYL4,881,208$664.7M5.61%
4NVIDIA CorpNVDA3,034,256$565.9M4.77%
5Hubbell IncHUBB820,499$364.4M3.07%
6Agilent Technologies IncA2,595,597$353.2M2.98%
7Pentair PLCPNR3,311,159$344.8M2.91%
8Aptiv PLCAPTV4,269,536$324.9M2.74%
9Veralto CorpVLTO3,145,370$313.8M2.65%
10American Water Works Co Inc0304201032,386,873$311.5M2.63%
11A O Smith CorpAOS4,649,544$311.0M2.62%
12IDEX Corp45167R1041,708,816$304.1M2.57%
13Advanced Drainage Systems Inc00790R1042,066,723$299.3M2.53%
14eBay IncEBAY3,134,733$273.0M2.30%
15RenaissanceRe Holdings LtdRNR-PG969,868$272.7M2.30%
16Marvell Technology IncMRVL3,142,554$267.1M2.25%
17KLA CorpKLAC212,473$258.2M2.18%
18Cintas CorpCTAS1,346,262$253.2M2.14%
19Waste Management Inc94106L1091,009,080$221.7M1.87%
20Applied Materials Inc038222105854,529$219.6M1.85%