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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 62
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
ECL
Ecolab Inc
-$499.6M
1,746,300
-49%
减持
XYL
Xylem Inc/NY
-$368.7M
1,358,584
-66%
增持
AMAT
Applied Materials Inc
+$351.4M
2,971,873
+1061%
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。
增持
URI
United Rentals Inc
+$250.9M
1,081,559
+170%
减持
AWK
American Water Works Co Inc
-$231.2M
5,261,435
-10%
清仓
SBS
Cia de Saneamento Basico do Es
-$229.4M
0
-100%
减持
A
Agilent Technologies Inc
-$155.2M
4,305,095
-5%
清仓
—
SPX FLOW Inc
-$139.6M
0
-100%
减持
CDNS
Cadence Design Systems Inc
-$131.6M
1,564,652
-25%
减持
IEX
IDEX Corp
-$118.6M
2,394,222
-2%
减持
PTC
PTC Inc
-$105.0M
4,161,858
-9%
建仓
MAS
Masco Corp
+$102.8M
2,014,979
建仓
—
LHC Group Inc
+$101.0M
598,785
增持
RSG
Republic Services Inc
+$98.9M
824,150
+1018%
减持
—
Linde PLC
-$97.5M
2,928,565
-2%
增持
CTAS
Cintas Corp
+$97.2M
1,099,884
+32%
减持
EQIX
Equinix Inc
-$91.6M
661,963
-4%
增持
WTS
Watts Water Technologies Inc
-$89.8M
1,916,604
+4%
减持
VRSK
Verisk Analytics Inc
-$84.7M
1,936,610
-11%
减持
IPGP
IPG Photonics Corp
-$80.6M
797,124
-19%
减持
HUBB
Hubbell Inc
-$80.5M
2,051,277
-7%
增持
—
AZEK Co Inc/The
+$79.3M
3,992,711
+852%
增持
ZWS
Zurn Water Solutions Corp
+$77.5M
8,739,665
+37%
减持
RYN
Rayonier Inc
-$76.6M
5,614,628
-26%
减持
WM
Waste Management Inc
-$76.5M
2,267,820
-13%
减持
MTD
Mettler-Toledo International I
-$74.5M
101,550
-19%
增持
MSFT
Microsoft Corp
-$67.8M
2,484,521
+0%
减持
—
Westrock Co
-$67.7M
4,118,306
-30%
减持
ANSS
ANSYS Inc
-$66.0M
726,381
-2%
增持
—
Pentair PLC
-$63.0M
12,404,089
+23%
减持
RVTY
PerkinElmer Inc
-$61.8M
1,335,670
-9%
增持
TRMB
Trimble Inc
-$60.4M
9,449,679
+11%
增持
IQV
IQVIA Holdings Inc
-$59.8M
1,467,676
+4%
减持
TTC
Toro Co/The
-$58.6M
2,001,705
-13%
减持
MPWR
Monolithic Power Systems Inc
-$57.8M
433,815
-20%
增持
—
Trane Technologies PLC
-$57.5M
1,850,993
+10%
增持
VRT
Vertiv Holdings Co
-$53.6M
5,342,563
+4%
减持
WAT
Waters Corp
-$53.0M
690,945
-4%
清仓
—
Sealed Air Corp
-$52.3M
0
-100%
增持
—
TE Connectivity Ltd
-$50.7M
2,834,783
+8%
增持
RGEN
Repligen Corp
-$47.1M
893,311
+10%
增持
WMS
Advanced Drainage Systems Inc
-$46.2M
2,796,614
+1%
减持
ITRI
Itron Inc
-$46.1M
2,662,582
-2%
增持
AOS
A O Smith Corp
-$43.6M
3,274,394
+11%
减持
WTRG
Essential Utilities Inc
-$41.3M
5,024,265
-10%
减持
GNRC
Generac Holdings Inc
-$38.5M
654,692
-1%
增持
ROK
Rockwell Automation Inc
-$37.9M
732,377
+5%
减持
—
Altair Engineering Inc
-$36.8M
2,153,257
-5%
增持
—
Aptiv PLC
-$35.3M
4,696,667
+30%
清仓
—
Medtronic PLC
-$34.3M
0
-100%
增持
ADSK
Autodesk Inc
-$33.8M
1,342,416
+17%
增持
POOL
Pool Corp
-$31.8M
263,126
+4%
减持
HASI
Hannon Armstrong Sustainable I
-$31.7M
2,423,910
-12%
增持
VMI
Valmont Industries Inc
+$31.0M
987,877
+21%
减持
DE
Deere & Co
+$30.0M
514,121
-4%
增持
LII
Lennox International Inc
-$29.2M
560,449
+5%
减持
—
Evoqua Water Technologies Corp
-$25.7M
4,520,029
-11%
减持
CWT
California Water Service Group
-$24.2M
1,796,678
-1%
增持
DIS
Walt Disney Co/The
+$23.8M
242,020
+298%
增持
LFUS
Littelfuse Inc
-$22.8M
882,837
+14%
减持
SEDG
SolarEdge Technologies Inc
-$22.1M
588,056
-22%
减持
CLH
Clean Harbors Inc
-$21.9M
1,232,758
-23%
减持
HRI
Herc Holdings Inc
-$18.4M
1,134,143
-15%
增持
DHR
Danaher Corp
-$18.0M
613,420
+2%
减持
DAR
Darling Ingredients Inc
+$17.0M
3,699,897
-9%
减持
BMI
Badger Meter Inc
-$16.9M
1,183,046
-7%
减持
V
Visa Inc
-$16.7M
1,011,690
-9%
清仓
—
Vocera Communications Inc
-$16.6M
0
-100%
增持
AGCO
AGCO Corp
+$15.4M
357,835
+13%
增持
AMZN
Amazon.com Inc
+$14.9M
27,107
+23%
增持
IFF
International Flavors & Fragra
+$14.7M
499,387
+48%
减持
TXN
Texas Instruments Inc
-$14.6M
1,478,266
-3%
建仓
CCK
Crown Holdings Inc
+$14.6M
116,858
建仓
EBC
Eastern Bankshares Inc
+$14.3M
665,000
增持
CSCO
Cisco Systems Inc
+$14.1M
460,759
+152%
增持
TSM
Taiwan Semiconductor Manufactu
+$13.4M
2,293,601
+22%
清仓
—
Healthcare Realty Trust Inc
-$13.3M
0
-100%
清仓
MHK
Mohawk Industries Inc
-$13.1M
0
-100%
增持
CYRX
CryoPort Inc
-$12.5M
1,457,916
+36%
建仓
—
TechTarget Inc
+$11.3M
139,500
减持
DCI
Donaldson Co Inc
-$11.2M
1,472,446
-1%
增持
MWA
Mueller Water Products Inc
-$11.1M
13,372,812
+5%
减持
RUN
Sunrun Inc
-$9.9M
13,236
-96%
建仓
NPO
EnPro Industries Inc
+$9.8M
100,000
增持
NSSC
Napco Security Technologies In
+$8.5M
450,000
+3137%
清仓
GLDD
Great Lakes Dredge & Dock Corp
-$7.5M
0
-100%
减持
PPG
PPG Industries Inc
-$7.1M
171,712
-0%
增持
LOW
Lowe's Cos Inc
-$6.9M
197,628
+9%
减持
MKC
McCormick & Co Inc/MD
-$6.9M
649,444
-13%
清仓
RBBN
Ribbon Communications Inc
-$6.6M
0
-100%
增持
TMO
Thermo Fisher Scientific Inc
-$6.3M
550,891
+11%
建仓
VC
Visteon Corp
+$6.3M
57,500
增持
EL
Estee Lauder Cos Inc/The
-$6.2M
63,688
+0%
增持
PCRX
Pacira BioSciences Inc
+$6.2M
285,027
+10%
减持
CFG
Citizens Financial Group Inc
-$6.0M
699,495
-12%
减持
SON
Sonoco Products Co
+$5.9M
1,265,592
-0%
减持
ORA
Ormat Technologies Inc
-$5.4M
3,117,023
-5%
增持
OTIS
Otis Worldwide Corp
+$5.4M
404,408
+37%
增持
GEN
NortonLifeLock Inc
+$5.2M
841,867
+28%
减持
VOYA
Voya Financial Inc
-$5.0M
705,576
-10%
减持
MA
Mastercard Inc
-$4.8M
976,273
-1%
建仓
MS
Morgan Stanley
+$4.8M
54,720
减持
BBY
Best Buy Co Inc
-$4.6M
177,001
-13%
清仓
CROX
Crocs Inc
-$4.6M
0
-100%
减持
ULTA
Ulta Beauty Inc
-$4.6M
45,695
-17%
增持
HDB
HDFC Bank Ltd
+$4.6M
4,926,272
+8%
增持
QNST
QuinStreet Inc
-$4.5M
1,021,390
+14%
增持
PG
Procter & Gamble Co/The
-$4.4M
405,541
+0%
增持
ADI
Analog Devices Inc
-$4.3M
1,688,477
+5%
减持
UPS
United Parcel Service Inc
-$4.3M
173,262
-10%
增持
FOXF
Fox Factory Holding Corp
-$4.1M
83,331
+15%
减持
CE
Celanese Corp
-$3.9M
128,478
-3%
减持
—
Colfax Corp
-$3.9M
181,892
-25%
减持
ADBE
Adobe Inc
-$3.9M
18,659
-14%
减持
TMUS
T-Mobile US Inc
+$3.9M
311,476
-0%
增持
NFLX
Netflix Inc
-$3.7M
16,297
+0%
减持
AAPL
Apple Inc
-$3.7M
768,148
-1%
增持
CRM
salesforce.com Inc
-$3.6M
193,701
+10%
减持
—
Natus Medical Inc
-$3.6M
456,049
-30%
减持
SYY
Sysco Corp
-$3.6M
285,811
-17%
增持
EXTR
Extreme Networks Inc
+$3.5M
1,105,178
+74%
建仓
ATEN
A10 Networks Inc
+$3.5M
250,000
增持
VTR
Ventas Inc
+$3.5M
83,184
+156%
减持
PYPL
PayPal Holdings Inc
-$3.1M
38,439
-4%
减持
—
Gates Industrial Corp PLC
-$3.1M
444,060
-28%
增持
NSLR
SuRo Capital Corp
-$3.0M
708,398
+1%
减持
OMC
Omnicom Group Inc
-$3.0M
214,104
-26%
增持
WELL
Welltower Inc
+$2.8M
257,425
+1%
减持
GOOGL
Alphabet Inc
-$2.7M
22,890
-0%
清仓
—
Bank of New York Mellon Corp/T
-$2.7M
0
-100%
减持
MRK
Merck & Co Inc
+$2.6M
480,983
-0%
增持
ABBV
AbbVie Inc
+$2.5M
79,625
+4%
减持
GPK
Graphic Packaging Holding Co
-$2.5M
8,421,553
-4%
增持
—
Walgreens Boots Alliance Inc
+$2.5M
99,267
+162%
减持
OGN
Organon & Co
-$2.5M
723,582
-21%
增持
—
Stericycle Inc
+$2.3M
2,278,281
+3%
增持
LGND
Ligand Pharmaceuticals Inc
-$2.3M
164,320
+22%
减持
—
Lam Research Corp
-$2.3M
12,542
-0%
增持
VICI
VICI Properties Inc
+$2.3M
136,464
+159%
建仓
BNY
Bank of New York Mellon Corp/T
+$2.3M
45,807
减持
BJ
BJ's Wholesale Club Holdings I
-$2.3M
119,955
-23%
增持
SPT
Sprout Social Inc
+$2.3M
86,724
+68%
增持
JPM
JPMorgan Chase & Co
-$2.2M
346,343
+11%
减持
VRTX
Vertex Pharmaceuticals Inc
-$2.2M
860,672
-17%
增持
EBAY
eBay Inc
+$2.2M
88,865
+105%
减持
LULU
Lululemon Athletica Inc
-$2.1M
54,418
-3%
增持
DGX
Quest Diagnostics Inc
-$2.0M
58,154
+1%
减持
HTB
HomeTrust Bancshares Inc
-$2.0M
732,236
-4%
增持
ZTS
Zoetis Inc
-$2.0M
41,306
+3%
增持
INTU
Intuit Inc
-$2.0M
12,129
+0%
