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Impax Asset Management Group plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Impax Asset Management Group plc

报告期 2026-03-31 · CIK 0001749768

持仓数

287

前50大市值合计

$10.78B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— Linde PLC

Common Stock

$848.6M

1,711,780

7.9%

NVDA NVIDIA Corp

Common Stock

$635.0M

3,641,085

5.9%

XYL Xylem Inc/NY

Common Stock

$548.0M

4,585,548

5.1%

KLAC KLA Corp

Common Stock

$535.6M

363,789

5.0%

MSFT Microsoft Corp

Common Stock

$440.1M

1,188,887

4.1%

AWK American Water Works Co Inc

Common Stock

$383.4M

2,817,225

3.6%

WCN Waste Connections Inc

Common Stock

$344.0M

2,117,425

3.2%

HUBB Hubbell Inc

Common Stock

$335.1M

682,761

3.1%

— Aptiv PLC

Common Stock

$318.8M

4,591,538

3.0%

VLTO Veralto Corp

Common Stock

$298.5M

3,376,097

2.8%

AOS A O Smith Corp

Common Stock

$282.1M

4,278,219

2.6%

VRT Vertiv Holdings Co

Common Stock

$271.7M

1,084,483

2.5%

WMS Advanced Drainage Systems Inc

Common Stock

$264.3M

1,927,510

2.5%

CTAS Cintas Corp

Common Stock

$254.3M

1,503,567

2.4%

EBAY eBay Inc

Common Stock

$247.2M

2,715,835

2.3%

MRVL Marvell Technology Inc

Common Stock

$229.2M

2,314,196

2.1%

ECL Ecolab Inc

Common Stock

$228.6M

859,293

2.1%

A Agilent Technologies Inc

Common Stock

$210.2M

1,844,158

2.0%

SBS Cia de Saneamento Basico do Es

ADR

$205.7M

6,742,360

1.9%

ITRI Itron Inc

Common Stock

$196.6M

2,193,148

1.8%

— RenaissanceRe Holdings Ltd

Common Stock

$189.5M

637,714

1.8%

UNP Union Pacific Corp

Common Stock

$181.5M

748,216

1.7%

IEX IDEX Corp

Common Stock

$179.7M

947,946

1.7%

WTS Watts Water Technologies Inc

Common Stock

$170.7M

588,022

1.6%

CDNS Cadence Design Systems Inc

Common Stock

$164.9M

593,375

1.5%

— TE Connectivity PLC

Common Stock

$155.6M

744,353

1.4%

ZTS Zoetis Inc

Common Stock

$155.0M

1,311,067

1.4%

— Pentair PLC

Common Stock

$149.4M

1,715,163

1.4%

MAS Masco Corp

Common Stock

$143.5M

2,377,161

1.3%

CNM Core & Main Inc

Common Stock

$140.9M

2,851,367

1.3%

MA Mastercard Inc

Common Stock

$139.7M

279,494

1.3%

SNPS Synopsys Inc

Common Stock

$125.1M

315,523

1.2%

FELE Franklin Electric Co Inc

Common Stock

$119.5M

1,296,609

1.1%

AAON AAON Inc

Common Stock

$118.9M

1,436,288

1.1%

LFUS Littelfuse Inc

Common Stock

$117.3M

345,705

1.1%

ACM AECOM

Common Stock

$117.3M

1,382,667

1.1%

ZWS Zurn Elkay Water Solutions Cor

Common Stock

$117.0M

2,609,142

1.1%

TTEK Tetra Tech Inc

Common Stock

$115.4M

3,830,074

1.1%

SITE SiteOne Landscape Supply Inc

Common Stock

$109.7M

824,430

1.0%

AAPL Apple Inc

Common Stock

$106.9M

421,335

1.0%

MPWR Monolithic Power Systems Inc

Common Stock

$96.7M

88,456

0.9%

— Trane Technologies PLC

Common Stock

$95.4M

228,808

0.9%

WAT Waters Corp

Common Stock

$93.7M

314,584

0.9%

QXO QXO Inc

Common Stock

$91.5M

4,713,068

0.8%

VMI Valmont Industries Inc

Common Stock

$90.7M

227,075

0.8%

AMAT Applied Materials Inc

Common Stock

$88.7M

259,602

0.8%

BSX Boston Scientific Corp

Common Stock

$85.3M

1,359,572

0.8%

MWA Mueller Water Products Inc

Common Stock

$81.0M

2,948,281

0.8%

ORA Ormat Technologies Inc

Common Stock

$80.9M

723,077

0.8%

WAB Westinghouse Air Brake Technol

Common Stock

$79.6M

318,350

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

Linde PLC7.9%NVDA5.9%XYL5.1%KLAC5.0%MSFT4.1%AWK3.6%