Impax Asset Management Group plc — 13F holdings

Impax Asset Management Group plc reported 284 holdings worth $15.4B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. KLAC KLA CORP — $749M (4.9%)
  2. NVDA NVIDIA CORPORATION — $745M (4.8%)
  3. LIN LINDE PLC — $737M (4.8%)
  4. XYL XYLEM INC — $528M (3.4%)
  5. MSFT MICROSOFT CORP — $504M (3.3%)
  6. AWK AMERICAN WTR WKS CO INC NEW — $472M (3.1%)
  7. VLTO VERALTO CORP — $460M (3.0%)
  8. CTAS Cintas Corp — $410M (2.7%)
  9. WCN Waste Connections Inc — $330M (2.1%)
  10. SBS COMPANHIA DE SANEAMENTO BASI — $302M (2.0%)