Impax Asset Management Group plc
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 VMI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,732,357 | 227,075 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $104,900,112 | 260,738 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $116,121,645 | 299,491 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $102,408,433 | 313,588 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $88,775,182 | 311,088 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $98,893,714 | 322,476 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $133,873,684 | 461,713 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $135,289,578 | 492,948 | Shares | Defined | 2024-11-08 | |
| 2024-03-31 | $214,895,487 | 941,368 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $187,358,149 | 802,356 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $191,506,701 | 797,247 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $189,313,181 | 650,449 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $197,957,750 | 620,013 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $197,834,900 | 598,285 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $218,211,845 | 812,344 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $198,897,285 | 885,444 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $235,707,452 | 987,877 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $204,665,764 | 817,029 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $188,289,738 | 800,824 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $177,124,130 | 750,367 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $179,783,807 | 756,443 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $165,972,009 | 948,791 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $123,131,548 | 991,557 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $118,281,487 | 1,041,027 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $107,233,425 | 1,011,827 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||