Titelia

Holdings of Impax Asset Management Group plc

267 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.2 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Industrials 13.9 %
  • Health care 10.6 %
  • Financials 4.2 %
  • Consumer discretionary 3.7 %
  • Utilities 3.5 %
  • Materials 2.0 %
  • Communication 1.0 %
  • Consumer staples 0.5 %
  • Real estate 0.4 %
  • Unattributed 36.5 %

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

  • US 97.8 %
  • BR 1.7 %
  • IN 0.3 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US26411.8B $97.83 %
2BR1205.7M $1.71 %
3IN131.7M $0.26 %
4TW123.2M $0.19 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3,641,085635M $
2Xylem Inc/NY 4,585,548548M $
3KLA Corp 363,789535.6M $
4Microsoft Corp 1,188,887440.1M $
5American Water Works Co Inc 2,817,225383.4M $
6Hubbell Inc 682,761335.1M $
7Veralto Corp 3,376,097298.5M $
8A O Smith Corp 4,278,219282.1M $
9Vertiv Holdings Co 1,084,483271.7M $
10Advanced Drainage Systems Inc 1,927,510264.3M $
11Cintas Corp 1,503,567254.3M $
12eBay Inc 2,715,835247.2M $
13Marvell Technology Inc 2,314,196229.2M $
14Ecolab Inc 859,293228.6M $
15Agilent Technologies Inc 1,844,158210.2M $
16Cia de Saneamento Basico do Estado de Sao Paulo SABESP 6,742,360205.7M $
17Itron Inc 2,193,148196.6M $
18Union Pacific Corp 748,216181.5M $
19IDEX Corp 947,946179.7M $
20Watts Water Technologies Inc 588,022170.7M $
21Cadence Design Systems Inc 593,375164.9M $
22Zoetis Inc 1,311,067155M $
23Masco Corp 2,377,161143.5M $
24Core & Main Inc 2,851,367140.9M $
25Mastercard Inc 279,494139.7M $
26Synopsys Inc 315,523125.1M $
27Franklin Electric Co Inc 1,296,609119.5M $
28AAON Inc 1,436,288118.9M $
29Littelfuse Inc 345,705117.3M $
30AECOM 1,382,667117.3M $
31Zurn Elkay Water Solutions Corp 2,609,142117M $
32Tetra Tech Inc 3,830,074115.4M $
33SiteOne Landscape Supply Inc 824,430109.7M $
34Apple Inc 421,335106.9M $
35Monolithic Power Systems Inc 88,45696.7M $
36Waters Corp 314,58493.7M $
37QXO Inc 4,713,06891.5M $
38Valmont Industries Inc 227,07590.7M $
39Applied Materials Inc 259,60288.7M $
40Boston Scientific Corp 1,359,57285.3M $
41Mueller Water Products Inc 2,948,28181M $
42Ormat Technologies Inc 723,07780.9M $
43Westinghouse Air Brake Technologies Corp 318,35079.6M $
44Autodesk Inc 327,59778.4M $
45Citizens Financial Group Inc 1,274,38376.4M $
46Cullen/Frost Bankers Inc 493,04067.6M $
47Chemed Corp 176,42666.6M $
48Carrier Global Corp 1,176,25766.2M $
49Generac Holdings Inc 336,46165.7M $
50Trex Co Inc 1,766,36864.3M $
51Danaher Corp 333,77463.3M $
52Trimble Inc 962,07262.8M $
53Amazon.com Inc 298,86562.2M $
54Intuitive Surgical Inc 134,27661.9M $
55Bentley Systems Inc 1,677,58858.9M $
56Marsh & McLennan Cos Inc 337,94458.6M $
57Thermo Fisher Scientific Inc 117,75857.9M $
58Tyler Technologies Inc 164,24756.2M $
59Alphabet Inc 194,93356.1M $
60Broadcom Inc 170,19052.7M $
61Repligen Corp 438,46851.7M $
62Darling Ingredients Inc 770,33947.6M $
63ServiceNow Inc 454,39647.5M $
64Acadian Asset Management Inc 823,32344.8M $
65Progressive Corp/The 221,42843.9M $
66Amphenol Corp 344,51643.5M $
67PTC Inc 299,67942.7M $
68Victory Capital Holdings Inc 650,00042.6M $
69Mettler-Toledo International Inc 32,52341M $
70Eli Lilly & Co 39,31936.2M $
71Pinnacle Financial Partners Inc 414,43835.7M $
72Clean Harbors Inc 122,98635.3M $
73MercadoLibre Inc 19,73834.1M $
74United Rentals Inc 46,26233.7M $
75HDFC Bank Ltd 1,274,71331.7M $
76Ligand Pharmaceuticals Inc 152,44430.4M $
77Gilead Sciences Inc 210,81329.4M $
78Johnson & Johnson 117,31628.7M $
79Oracle Corp 191,60528.2M $
80Tesla Inc 72,98327.1M $
81Waste Management Inc 116,90726.9M $
82Eastern Bankshares Inc 1,275,00024.9M $
83Taiwan Semiconductor Manufacturing Co Ltd 68,74623.2M $
84Alphabet Inc 75,57121.7M $
85Abbott Laboratories 206,56921.2M $
86Nextpower Inc 175,68821.2M $
87GE Vernova Inc 23,93720.9M $
88McCormick & Co Inc/MD 389,39319.6M $
89Agree Realty Corp 260,00019.6M $
90Citigroup Inc 172,78419.6M $
91Uber Technologies Inc 269,76019.4M $
92Mitek Systems Inc 1,433,52419.4M $
93Arcosa Inc 171,50018.2M $
94Merck & Co Inc 150,93718.2M $
95SI-BONE Inc 1,425,01018M $
96Colgate-Palmolive Co 208,26217.8M $
97Pacira BioSciences Inc 750,02717M $
98Ball Corp 282,87816.7M $
99JPMorgan Chase & Co 56,44416.6M $
100US Foods Holding Corp 180,00016.6M $