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Holdings (Monthly) Guide ↗

Impax Global Environmental Markets Fund

· Impax Funds Series Trust I
Monthly Holdings $1.8B AUM 52 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 28 New 11 Added 8 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 486,617 +37,304 $97.4M +24.3% 5.55% EC
2 KLA Corp. 482480100 Mar 2026 281,128 +245,893 $84.8M +63.5% 4.83% EC
3 Microsoft Corp. 594918104 Mar 2026 204,238 +52,683 $76.2M +35.8% 4.34% EC
4 Waste Connections, Inc. 94106B101 Mar 2026 450,686 +37,188 $75.1M +11.8% 4.28% EC
5 Taiwan Semiconductor Manufacturing Co. Ltd. N/A Mar 2026 877,000 +721,615 $69.2M -10.2% 3.94% EC
6 Amphenol Corp. 032095101 Mar 2026 390,303 +278,274 $68.8M +386.2% 3.92% EC
7 ASML Holding NV N/A Mar 2026 31,573 NEW $62.5M 3.56% EC
8 Linde plc N/A Mar 2026 117,331 NEW $60.9M 3.47% EC
9 Schneider Electric SE N/A Mar 2026 169,782 NEW $55.6M 3.16% EC
10 Veolia Environnement SA N/A Mar 2026 1,321,336 NEW $55.1M 3.14% EC
11 Air Liquide SA N/A Mar 2026 271,302 NEW $53.7M 3.06% EC
12 Agilent Technologies, Inc. 00846U101 Mar 2026 390,844 -20,692 $51.9M +10.7% 2.96% EC
13 Keyence Corp. N/A Mar 2026 88,800 NEW $44.9M 2.56% EC
14 Kerry Group plc N/A Mar 2026 485,345 NEW $44.5M 2.54% EC
15 SK hynix, Inc. N/A Mar 2026 24,983 NEW $44.1M 2.51% EC
16 Union Pacific Corp. 907818108 Mar 2026 150,656 -118,290 $41.0M -37.2% 2.33% EC
17 Synopsys, Inc. 871607107 Mar 2026 85,343 +5,678 $38.1M +20.5% 2.17% EC
18 Deere & Co. 244199105 Jun 2026 56,091 NEW $35.6M 2.03% EC
19 Aptiv plc N/A Mar 2026 579,492 NEW $35.6M 2.03% EC
20 Siemens Energy AG N/A Mar 2026 180,690 NEW $34.4M 1.96% EC
21 RenaissanceRe Holdings Ltd. N/A Mar 2026 108,128 NEW $34.3M 1.95% EC
22 Marvell Technology, Inc. 573874104 Mar 2026 112,721 -229,775 $33.6M -1.0% 1.91% EC
23 Veralto Corp. 92338C103 Mar 2026 374,395 +46,703 $33.2M +14.6% 1.89% EC
24 Sunbelt Rentals Holdings, Inc. 866966104 Mar 2026 453,792 -24,025 $33.1M +8.6% 1.89% EC
25 Prysmian SpA N/A Mar 2026 191,688 NEW $32.3M 1.84% EC
26 Cintas Corp. 172908105 Jun 2026 188,312 NEW $32.0M 1.82% EC
27 Cia de Saneamento Basico do Estado de Sao Paulo SABESP 20441A102 Jun 2026 5,509,582 NEW $31.8M 1.81% EC
28 Hubbell, Inc. 443510607 Mar 2026 58,710 -36,649 $30.7M -34.4% 1.75% EC
29 Infineon Technologies AG N/A Mar 2026 307,670 NEW $29.0M 1.65% EC
30 Spirax Group plc N/A Mar 2026 315,373 NEW $28.6M 1.63% EC
31 Itron, Inc. 465741106 Mar 2026 326,040 -17,261 $28.2M -8.3% 1.61% EC
32 NextEra Energy, Inc. 65339F101 Jun 2026 318,577 NEW $28.0M 1.59% EC
33 JPMorgan U.S. Treasury Plus Money Market Fund 4812C2262 Mar 2026 27,389,495 +16,677,405 $27.4M +155.7% 1.56% STIV
34 Iberdrola SA N/A Mar 2026 1,061,281 NEW $26.4M 1.50% EC
35 Xylem, Inc. 98419M100 Mar 2026 219,975 -86,302 $26.0M -29.0% 1.48% EC
36 Hoya Corp. N/A Mar 2026 154,200 NEW $24.9M 1.42% EC
37 Sika AG N/A Mar 2026 116,446 NEW $24.0M 1.37% EC
38 Westinghouse Air Brake Technologies Corp. 929740108 Jun 2026 85,179 NEW $23.0M 1.31% EC
39 TE Connectivity plc N/A Mar 2026 106,575 NEW $21.5M 1.22% EC
40 Autodesk, Inc. 052769106 Mar 2026 106,879 +45,673 $20.8M +41.8% 1.18% EC
41 QXO, Inc. 82846H405 Mar 2026 1,178,393 +226,629 $20.4M +10.2% 1.16% EC
42 Ferguson Enterprises, Inc. 31488V107 Mar 2026 83,938 -4,443 $20.0M -2.7% 1.14% EC
43 Trane Technologies plc N/A Mar 2026 35,269 NEW $17.3M 0.99% EC
44 Won N/A Mar 2026 542,538 NEW $350 0.00% STIV
45 EURO N/A Mar 2026 296 NEW $339 0.00% STIV
46 New Taiwan Dollar N/A Mar 2026 -2 NEW $-0 0.00% STIV
47 Pound Sterling N/A Mar 2026 -0 NEW $-0 0.00% STIV
eBay, Inc. 278642103 392,506 SOLD $35.7M
A O Smith Corp. 831865209 396,754 SOLD $26.2M
Zoetis, Inc. 98978V103 220,578 SOLD $26.1M
Waters Corp. 941848103 76,978 SOLD $22.9M
AAON, Inc. 000360206 172,143 SOLD $14.2M