IAMU
Impax Asset Management (UK) Portfolio holdings
AUM
$4.12B
1-Year Est. Return
10.79%
1 Year Est. Return
+10.79%
AUM
$3.77B
AUM Growth
+$145M
(+4%)
Holding
54
Top Buys
| 1 | +$45.8M | |
| 2 | +$41.2M | |
| 3 | +$36.1M | |
| 4 |
American Water Works
AWK
|
+$31.2M |
| 5 |
Trimble
TRMB
|
+$28.5M |
Top Sells
| 1 | +$79M | |
| 2 | +$35.7M | |
| 3 | +$28.5M | |
| 4 |
Xylem
XYL
|
+$20.8M |
| 5 |
Zurn Elkay Water Solutions
ZWS
|
+$19.9M |
Sector Composition
| 1 | Industrials | 42.66% |
| 2 | Technology | 15.14% |
| 3 | Healthcare | 12.95% |
| 4 | Utilities | 10.63% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pool Corp
POOL
$10.8B
| $57.7M | 1.53% |
394,552
+22,936
|
|
||
27
Badger Meter
BMI
$5.3B
| $56.9M | 1.51% |
1,206,966
+25,192
|
|
||
28
Waste Management
WM
$86.8B
| $54.7M | 1.45% |
650,261
+51,363
|
|
||
29
Autodesk
ADSK
$64.7B
| $52.6M | 1.4% |
418,906
+327,881
|
|
||
|
WBT
30
DELISTED
Welbilt, Inc.
WBT
| $51.7M | 1.37% |
2,656,904
+1,304,474
|
|
||
31
Hubbell
HUBB
$22.6B
| $48.9M | 1.3% |
401,440
+55,151
|
|
||
32
Waters Corp
WAT
$19.9B
| $48.3M | 1.28% |
243,271
+34,146
|
|
||
33
Generac Holdings
GNRC
$11.2B
| $47.3M | 1.26% |
1,030,272
+28,782
|
|
||
34
Rayonier
RYN
$3.83B
| $46.5M | 1.24% |
1,390,461
+7,356
|
|
||
35
Toro Company
TTC
$7.26B
| $45.8M | 1.22% |
+733,363
|
|
||
36
Ormat Technologies
ORA
$6.57B
| $39.4M | 1.05% |
698,585
+37,093
|
|
||
37
Lennox International
LII
$18.4B
| $34.5M | 0.91% |
168,735
+33,161
|
|
||
38
Darling Ingredients
DAR
$5.01B
| $34.5M | 0.91% |
1,992,761
+112,761
|
|
||
39
United Natural Foods
UNFI
$2.45B
| $32.7M | 0.87% |
762,221
-4,908
|
|
||
|
SPWR
40
DELISTED
SunPower Corporation Common Stock
SPWR
| $24.8M | 0.66% |
4,737,936
|
|
||
41
Fortive
FTV
$16.5B
| $24.6M | 0.65% |
378,944
+40,470
|
|
||
42
Sprouts Farmers Market
SFM
$10.9B
| $24.5M | 0.65% |
1,042,587
+41,287
|
|
||
43
Sonoco
SON
$3.95B
| $23.8M | 0.63% |
489,710
+79,500
|
|
||
44
Starbucks
SBUX
$97B
| $22.6M | 0.6% |
390,130
+21,000
|
|
||
45
BorgWarner
BWA
$9.22B
| $20.6M | 0.55% |
466,805
+39,544
|
|
||
46
Campbell Soup
CPB
$9.19B
| $20.5M | 0.54% |
472,900
+56,000
|
|
||
47
Clean Harbors
CLH
$12.7B
| $17.5M | 0.47% |
359,036
-73,134
|
|
||
|
BMS
48
DELISTED
Bemis
BMS
| $16.6M | 0.44% |
382,000
|
|
||
49
Donaldson
DCI
$9.59B
| $12.7M | 0.34% |
281,416
+42,767
|
|
||
50
Middlesex Water
MSEX
$1.05B
| $9.52M | 0.25% |
259,513
|
|