Titelia

Holdings of Impax US Sustainable Economy Fund

IMPAX FUNDS SERIES TRUST I · Original filing · Compare with another fund · Report an error

Net assets
793.7M $ including 786.5M $ in equities, 99.1 %
Positions
134 in 2 countries
Top ten
34.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 364,67963.6M $8.01 %
2Apple Inc 228,88258.1M $7.32 %
3Microsoft Corp 87,82132.5M $4.10 %
4Broadcom Inc 66,76120.7M $2.60 %
5Johnson & Johnson 72,37017.7M $2.23 %
6Alphabet Inc 60,98017.5M $2.21 %
7Visa Inc 54,13616.4M $2.06 %
8Amazon.com Inc 73,64815.3M $1.93 %
9Mastercard Inc 30,05715M $1.89 %
10Merck & Co Inc 118,86914.3M $1.80 %
11Alphabet Inc 47,30213.6M $1.71 %
12Linde PLC 25,83012.8M $1.61 %
13Citigroup Inc 111,96112.7M $1.60 %
14Verizon Communications Inc 248,57812.5M $1.57 %
15Adobe Inc 47,25711.5M $1.45 %
16Ecolab Inc 41,39111M $1.39 %
17Progressive Corp/The 54,94610.9M $1.37 %
18QUALCOMM Inc 84,16710.8M $1.37 %
19Hartford Insurance Group Inc/The 78,40510.6M $1.34 %
20Gilead Sciences Inc 73,12210.2M $1.28 %
21Oracle Corp 69,21410.2M $1.28 %
22WW Grainger Inc 9,31410.2M $1.28 %
23Advanced Micro Devices Inc 49,81710.1M $1.28 %
24PG&E Corp 573,04310.1M $1.27 %
25Eli Lilly & Co 10,5849.7M $1.23 %
26Micron Technology Inc 28,6829.7M $1.22 %
27Lam Research Corp 41,9819M $1.13 %
28Applied Materials Inc 25,6568.8M $1.10 %
29Union Pacific Corp 36,1258.8M $1.10 %
30Edison International 117,8438.6M $1.09 %
31AT&T Inc 294,1868.5M $1.07 %
32Trane Technologies PLC 19,2498M $1.01 %
33State Street Corp 62,5167.9M $1.00 %
34Abbott Laboratories 73,7007.6M $0.95 %
35Republic Services Inc 33,0137.2M $0.91 %
36Cigna Group/The 26,3597M $0.89 %
37S&P Global Inc 16,2296.9M $0.87 %
38American Water Works Co Inc 50,1216.8M $0.86 %
39Tesla Inc 16,9516.3M $0.79 %
40Analog Devices Inc 19,4206.2M $0.78 %
41Emerson Electric Co. 47,0436.2M $0.78 %
42Amgen Inc 17,4936.2M $0.78 %
43Bank of New York Mellon Corp/The 51,0906.1M $0.76 %
44AbbVie Inc 27,4006M $0.75 %
45Zoetis Inc 47,1615.6M $0.70 %
46Prologis Inc 41,8395.5M $0.70 %
47IDEXX Laboratories Inc 9,7895.5M $0.69 %
48JPMorgan Chase & Co 18,5335.5M $0.69 %
49MetLife Inc 72,5675.1M $0.65 %
50Elevance Health Inc 16,3274.8M $0.60 %
51Aptiv PLC 63,1394.4M $0.55 %
52Mettler-Toledo International Inc 3,1984M $0.51 %
53American Electric Power Co Inc 30,2084M $0.50 %
54Lennox International Inc 8,3523.9M $0.49 %
55Home Depot Inc/The 11,5643.8M $0.48 %
56Albemarle Corp 17,5283.1M $0.40 %
57Macy's Inc 161,9862.9M $0.37 %
58LPL Financial Holdings Inc 9,7022.9M $0.37 %
59Autodesk Inc 12,1822.9M $0.37 %
60ServiceNow Inc 27,5202.9M $0.36 %
61Lear Corp 23,1242.8M $0.35 %
62Veralto Corp 30,0532.7M $0.33 %
63Edwards Lifesciences Corp 33,0312.6M $0.33 %
64Hewlett Packard Enterprise Co 109,1392.6M $0.33 %
65Lowe's Cos Inc 10,9562.6M $0.33 %
66KLA Corp 1,6902.5M $0.31 %
67General Mills, Inc. 66,7662.5M $0.31 %
68Weyerhaeuser Co 100,3982.5M $0.31 %
69eBay Inc 26,8562.4M $0.31 %
70Fifth Third Bancorp 52,5212.4M $0.31 %
71Rockwell Automation Inc 6,3992.3M $0.29 %
72T Rowe Price Group Inc 25,3062.3M $0.29 %
73Clorox Co/The 22,0032.3M $0.29 %
74Waters Corp 7,4752.2M $0.28 %
75Cadence Design Systems Inc 7,8512.2M $0.27 %
76WESCO International Inc 7,8992.2M $0.27 %
77Allstate Corp/The 10,4062.2M $0.27 %
78Intel Corp 48,7012.1M $0.27 %
79Xylem Inc/NY 17,9342.1M $0.27 %
80CRH PLC 20,1782.1M $0.27 %
81Palo Alto Networks Inc 13,0402.1M $0.26 %
82Cisco Systems, Inc. 26,6342.1M $0.26 %
83Procter & Gamble Co/The 13,8192M $0.25 %
84BorgWarner Inc 36,7762M $0.25 %
85Principal Financial Group Inc 22,1132M $0.25 %
86Cencora Inc 6,3112M $0.25 %
87Regency Centers Corp 25,7101.9M $0.25 %
88PNC Financial Services Group Inc/The 9,3301.9M $0.24 %
89Accenture PLC 9,6241.9M $0.24 %
90CBRE Group Inc 14,0301.9M $0.24 %
91Regions Financial Corp 72,6101.9M $0.24 %
92Intuit Inc 4,3811.9M $0.24 %
93Rayonier Inc 91,2011.9M $0.24 %
94Colgate-Palmolive Co 21,9211.9M $0.24 %
95AGCO Corp 15,9881.9M $0.23 %
96Moody's Corp 4,2291.8M $0.23 %
97Verisk Analytics Inc 9,7191.8M $0.23 %
98NetApp Inc 18,0001.8M $0.23 %
99Unum Group 25,0381.8M $0.23 %
100Axalta Coating Systems Ltd 65,5001.8M $0.23 %

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Sector breakdown

  • Technology 35.5 %
  • Financials 16.0 %
  • Health care 14.7 %
  • Industrials 6.6 %
  • Communication 6.6 %
  • Utilities 4.2 %
  • Consumer discretionary 4.1 %
  • Materials 4.0 %
  • Real estate 1.4 %
  • Consumer staples 1.0 %
  • Unattributed 5.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.8 %
  • Bermuda 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States133784.7M $99.77 %
2Bermuda11.8M $0.23 %
Cite this page

Titelia. "Holdings of Impax US Sustainable Economy Fund". https://titelia.com/en/funds/S000015763