Impax Asset Management Group plc

CIK

1749768

City

LONDON

State / Country

X0

Stock

CHE — Chemed Corp

Top Portfolio Positions

284 positions · $14,253,140,079 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
LIN	Linde PLC Basic Materials	1,711,780	$848,632,052	5.95%
NVDA	Nvidia Corp Technology	3,641,085	$635,005,224	4.46%
XYL	Xylem Inc. Industrials	4,585,548	$547,972,986	3.84%
KLAC	Kla Corp Technology	363,789	$535,646,561	3.76%
MSFT	Microsoft Corp Technology	1,188,887	$440,090,300	3.09%
AWK	American Water Works Company, Inc. Utilities	2,817,225	$383,396,150	2.69%
WCN	Waste Connections, Inc. Industrials	2,117,425	$343,954,517	2.41%
HUBB	Hubbell Inc Industrials	682,761	$335,058,133	2.35%
APTV	Aptiv PLC Consumer Cyclical	4,591,538	$318,836,398	2.24%
VLTO	Veralto Corp Industrials	3,376,097	$298,514,496	2.09%

Portfolio Trend

25 quarters · across all stocks

Holdings in CHE

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,643,157	176,426	-27.8%	Shares	Defined	2026-05-12
2025-12-31	$104,501,382	244,242	-3.5%	Shares	Defined	2026-01-29
2025-09-30	$113,359,708	253,182	-5.4%	Shares	Defined	2025-11-06
2025-06-30	$130,297,111	267,589	-11.3%	Shares	Defined	2025-08-08
2025-03-31	$185,568,205	301,580	-9.3%	Shares	Defined	2025-04-29
2024-12-31	$176,135,718	332,457	-0.1%	Shares	Defined	2025-02-04
2024-09-30	$199,976,974	332,757	+4.7%	Shares	Defined	2024-11-06
2024-06-30	$172,509,512	317,943	+19.5%	Shares	Defined	2024-11-08
2024-03-31	$170,733,480	265,969	+2.7%	Shares	Defined	2024-04-30
2023-12-31	$151,445,572	258,992	-16.8%	Shares	Defined	2024-01-26
2023-09-30	$161,725,962	311,191	+4.2%	Shares	Defined	2023-11-07
2023-06-30	$161,733,453	298,583	+10.4%	Shares	Defined	2023-08-07
2023-03-31	$145,406,524	270,398	—	Shares	Defined	2023-05-10
No 13F history on record for this holder in this stock.