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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
$10.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 10
增持 86
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
CTAS
Cintas Corp
+$282.2M
836,398
+260%
清仓
—
Rexnord Corp
-$263.8M
0
-100%
建仓
ZWS
Zurn Water Solutions Corp
+$231.4M
6,356,844
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DHR
Danaher Corp
-$174.8M
601,617
-51%
增持
—
Linde PLC
+$170.4M
2,981,888
+1%
增持
AWK
American Water Works Co Inc
+$159.5M
5,829,469
+5%
减持
XYL
Xylem Inc/NY
-$134.3M
4,047,342
-19%
减持
MSFT
Microsoft Corp
+$121.8M
2,479,076
-2%
增持
RVTY
PerkinElmer Inc
+$101.3M
1,466,461
+31%
增持
ECL
Ecolab Inc
+$99.3M
3,444,028
+1%
增持
A
Agilent Technologies Inc
+$95.4M
4,540,510
+14%
减持
IEX
IDEX Corp
-$91.9M
2,444,243
-24%
增持
TRMB
Trimble Inc
+$87.7M
8,512,207
+7%
增持
AOS
A O Smith Corp
+$83.8M
2,944,478
+6%
增持
EQIX
Equinix Inc
+$79.2M
688,702
+8%
增持
VRT
Vertiv Holdings Co
+$78.3M
5,141,260
+147%
增持
CDNS
Cadence Design Systems Inc
+$76.4M
2,086,845
+1%
增持
—
Pentair PLC
+$75.7M
10,057,875
+11%
增持
HUBB
Hubbell Inc
+$74.7M
2,196,469
+4%
增持
PTC
PTC Inc
+$71.0M
4,569,209
+13%
增持
DAR
Darling Ingredients Inc
+$70.0M
4,044,181
+38%
增持
IQV
IQVIA Holdings Inc
+$68.5M
1,414,775
+2%
增持
AAPL
Apple Inc
+$66.9M
775,724
+55%
增持
TMO
Thermo Fisher Scientific Inc
+$64.7M
497,080
+6%
增持
—
Evoqua Water Technologies Corp
+$57.2M
5,092,371
+6%
增持
ORA
Ormat Technologies Inc
+$56.8M
3,284,722
+7%
减持
WMS
Advanced Drainage Systems Inc
+$56.5M
2,780,836
-7%
增持
—
Cooper Cos Inc/The
+$54.8M
331,258
+63%
增持
—
Trane Technologies PLC
+$50.8M
1,683,736
+0%
减持
VRSK
Verisk Analytics Inc
+$50.2M
2,187,376
-3%
增持
WAT
Waters Corp
+$46.2M
717,812
+16%
减持
—
TE Connectivity Ltd
+$45.6M
2,615,601
-5%
增持
WTRG
Essential Utilities Inc
+$43.3M
5,554,494
+0%
增持
MA
Mastercard Inc
+$43.3M
984,492
+10%
减持
WM
Waste Management Inc
+$42.5M
2,611,904
-1%
增持
MPWR
Monolithic Power Systems Inc
+$39.8M
544,628
+15%
增持
RYN
Rayonier Inc
+$39.0M
7,622,850
+1%
减持
ROK
Rockwell Automation Inc
+$37.6M
696,642
-0%
增持
RGEN
Repligen Corp
+$36.7M
813,012
+32%
减持
—
Aptiv PLC
+$34.4M
3,622,430
-4%
减持
ANSS
ANSYS Inc
+$34.3M
739,728
-4%
增持
ADI
Analog Devices Inc
+$32.9M
1,611,136
+8%
增持
—
Altair Engineering Inc
+$32.6M
2,270,939
+10%
增持
TTC
Toro Co/The
+$32.1M
2,299,694
+13%
减持
VRTX
Vertex Pharmaceuticals Inc
+$31.9M
1,032,855
-4%
增持
HASI
Hannon Armstrong Sustainable I
+$30.0M
2,761,144
+27%
增持
TSM
Taiwan Semiconductor Manufactu
+$29.2M
1,876,368
+7%
减持
MTD
Mettler-Toledo International I
+$28.4M
126,057
-6%
增持
DE
Deere & Co
+$28.1M
535,333
+15%
增持
HRI
Herc Holdings Inc
+$28.1M
1,327,929
+21%
增持
PPG
PPG Industries Inc
+$27.2M
171,757
+927%
增持
LII
Lennox International Inc
+$26.4M
535,633
+7%
增持
IFF
International Flavors & Fragra
+$26.1M
337,824
+82%
增持
IPGP
IPG Photonics Corp
+$24.7M
978,760
+8%
减持
ITRI
Itron Inc
-$24.4M
2,722,054
-2%
建仓
SWK
Stanley Black & Decker Inc
+$24.2M
128,300
清仓
—
Meridian Bancorp Inc
-$23.1M
0
-100%
建仓
INDB
Independent Bank Corp
+$22.4M
275,000
减持
POOL
Pool Corp
+$22.3M
252,779
-9%
增持
—
Stericycle Inc
+$21.6M
2,211,634
+36%
增持
OMC
Omnicom Group Inc
+$20.7M
288,763
+4104%
清仓
VMC
Vulcan Materials Co
-$20.5M
0
-100%
增持
—
Switch Inc
+$20.4M
3,643,456
+10%
减持
PFG
Principal Financial Group Inc
-$19.0M
9,172
-97%
增持
MKC
McCormick & Co Inc/MD
+$18.6M
742,269
+13%
减持
MWA
Mueller Water Products Inc
-$18.5M
12,768,256
-4%
减持
DOCU
DocuSign Inc
-$18.0M
16,661
-79%
减持
LFUS
Littelfuse Inc
+$17.9M
772,266
-6%
建仓
GEN
NortonLifeLock Inc
+$17.1M
659,524
增持
VMI
Valmont Industries Inc
+$16.4M
817,029
+2%
清仓
DELL
Dell Technologies Inc
-$16.2M
0
-100%
减持
CWT
California Water Service Group
+$15.9M
1,819,254
-7%
增持
SBS
Cia de Saneamento Basico do Es
+$15.2M
31,347,346
+3%
增持
BMI
Badger Meter Inc
+$13.4M
1,265,943
+5%
增持
SEDG
SolarEdge Technologies Inc
+$12.6M
754,007
+1%
增持
BDX
Becton Dickinson and Co
+$11.6M
831,270
+3%
增持
GOOGL
Alphabet Inc
+$11.5M
22,909
+12%
增持
HDB
HDFC Bank Ltd
-$11.5M
4,573,127
+8%
增持
CE
Celanese Corp
+$11.4M
132,442
+84%
增持
ADBE
Adobe Inc
+$11.4M
21,730
+1249%
减持
V
Visa Inc
-$10.7M
1,112,328
-2%
增持
OTIS
Otis Worldwide Corp
+$10.6M
294,987
+61%
减持
—
SPX FLOW Inc
+$9.9M
1,614,430
-9%
减持
PG
Procter & Gamble Co/The
+$9.6M
405,499
-0%
建仓
BDC
Belden Inc
+$9.5M
145,000
清仓
MSEX
Middlesex Water Co
-$9.0M
0
-100%
减持
SYK
Stryker Corp
-$8.6M
10,801
-75%
减持
WTS
Watts Water Technologies Inc
+$8.5M
1,840,773
-11%
增持
AKAM
Akamai Technologies Inc
+$8.2M
274,400
+20%
建仓
AVGO
Broadcom Inc
+$8.1M
12,239
增持
CIEN
Ciena Corp
+$8.0M
223,064
+25%
清仓
NX
Quanex Building Products Corp
-$8.0M
0
-100%
减持
AMZN
Amazon.com Inc
-$7.5M
22,039
-11%
减持
NEM
Newmont Corp
-$7.4M
25,925
-84%
建仓
—
GrafTech International Ltd
+$7.1M
600,000
减持
PLD
Prologis Inc
+$7.1M
166,275
-0%
减持
—
Kellogg Co
-$7.1M
8,651
-93%
增持
—
AZEK Co Inc/The
+$7.0M
419,349
+24%
增持
LGND
Ligand Pharmaceuticals Inc
+$7.0M
134,820
+36%
减持
TWLO
Twilio Inc
-$6.9M
5,891
-78%
增持
INTC
Intel Corp
+$6.8M
194,216
+224%
减持
LOW
Lowe's Cos Inc
+$6.6M
181,417
-9%
增持
CLH
Clean Harbors Inc
+$6.4M
1,600,226
+8%
增持
BMY
Bristol-Myers Squibb Co
+$6.1M
709,618
+10%
增持
—
Arista Networks Inc
+$5.9M
193,678
+203%
减持
—
Avalara Inc
-$5.4M
3,068
-91%
增持
SON
Sonoco Products Co
+$5.4M
1,265,842
+11%
增持
URI
United Rentals Inc
-$5.1M
401,141
+2%
增持
AGCO
AGCO Corp
+$5.1M
317,576
+22%
增持
BYND
Beyond Meat Inc
-$5.0M
211,285
+18%
清仓
—
Kansas City Southern
-$5.0M
0
-100%
增持
ESI
Element Solutions Inc
+$5.0M
586,946
+37%
清仓
—
TreeHouse Foods Inc
-$4.9M
0
-100%
减持
VOYA
Voya Financial Inc
-$4.9M
781,178
-15%
增持
—
Lam Research Corp
+$4.6M
12,571
+61%
增持
CYRX
CryoPort Inc
+$4.5M
1,071,742
+21%
增持
DCI
Donaldson Co Inc
+$4.4M
1,481,008
+2%
增持
PCRX
Pacira BioSciences Inc
+$4.4M
258,936
+29%
减持
SPT
Sprout Social Inc
-$4.4M
51,724
-30%
增持
SIBN
SI-BONE Inc
+$4.3M
645,343
+37%
增持
—
Westrock Co
+$4.2M
5,892,722
+14%
增持
OGN
Organon & Co
+$4.1M
910,804
+26%
增持
AAMI
Brightsphere Investment Group
+$4.1M
823,745
+27%
减持
IBM
International Business Machine
-$4.1M
11,495
-72%
增持
—
Dole PLC
-$4.0M
3,437,944
+17%
减持
PINS
Pinterest Inc
-$4.0M
20,924
-77%
建仓
—
R1 RCM Inc
+$3.8M
150,000
增持
TMUS
T-Mobile US Inc
-$3.7M
311,487
+0%
增持
QNST
QuinStreet Inc
+$3.6M
896,390
+24%
增持
ULTA
Ulta Beauty Inc
+$3.6M
55,304
+4%
增持
ADSK
Autodesk Inc
+$3.4M
1,143,696
+3%
增持
DECK
Deckers Outdoor Corp
+$3.4M
28,000
+47%
减持
GOOG
Alphabet Inc
+$3.4M
15,204
-0%
增持
GNRC
Generac Holdings Inc
+$3.3M
662,821
+18%
减持
EL
Estee Lauder Cos Inc/The
+$3.3M
63,601
-6%
增持
—
Medtronic PLC
+$3.2M
331,875
+34%
减持
NVDA
NVIDIA Corp
+$3.1M
37,619
-3%
增持
RUN
Sunrun Inc
-$2.9M
300,707
+0%
建仓
GM
General Motors Co
+$2.8M
48,019
减持
PFE
Pfizer Inc
+$2.8M
176,654
-1%
增持
TXN
Texas Instruments Inc
+$2.7M
1,516,813
+3%
减持
MCK
McKesson Corp
-$2.7M
5,043
-75%
建仓
—
Bank of New York Mellon Corp/T
+$2.7M
46,042
减持
GPK
Graphic Packaging Holding Co
+$2.7M
8,788,941
-1%
减持
—
Accenture PLC
+$2.5M
26,847
-0%
清仓
BNY
Bank of New York Mellon Corp/T
-$2.5M
0
-100%
减持
ALNY
Alnylam Pharmaceuticals Inc
-$2.4M
3,791
-77%
增持
LULU
Lululemon Athletica Inc
+$2.3M
56,220
+15%
增持
CRI
Carter's Inc
+$2.3M
89,826
+29%
减持
CROX
Crocs Inc
-$2.3M
35,964
-25%
