Impax Asset Management Group plc

RIA/Wealth

Impax Asset Management Group plc is a RIA/Wealth based in Cartersville, GA led by Moise Nmn Piram, managing $17.1B across 275 long positions as of Q3 2025 with 37% Industrials concentration.

PresidentMoise Nmn Piram

Portfolio Value: $17.1B
Positions: 275
Top Holding: LIN at 5.29%
Last Reported: Q3 2025

Address102 North Bartow Street, Ste 100, Cartersville, GA, 30120, United States

Top Holdings

Largest long holdings in Impax Asset Management Group plc's portfolio (31.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Linde LIN	Chemicals - Specialty Basic Materials	$906.7M	5.29%	+$4.1M Bought	0.41% 1.9M shares	Q4 2018 Held for 6y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$807.0M	4.71%	-$13.4M Sold	0.02% 1.6M shares	Q3 2018 Held for 7y 2m
3 Xylem XYL	Industrial - Machinery Industrials	$782.9M	4.57%	-$26.7M Sold	2.18% 5.3M shares	Q3 2018 Held for 7y 2m
4 Nvidia NVDA	Semiconductors Technology	$593.3M	3.46%	-$118.4M Sold	0.01% 3.2M shares	Q1 2021 Held for 4y 8m
5 Veralto VLTO	Industrial - Pollution & Treatment Controls Industrials	$408.5M	2.38%	+$15.3M Bought	1.55% 3.8M shares	Q4 2023 Held for 1y 11m
6 Hubbell HUBB	Electrical Equipment & Parts Industrials	$402.4M	2.35%	-$29.9M Sold	1.76% 937.1K shares	Q3 2018 Held for 7y 2m
7 Pentair PNR	Industrial - Machinery Industrials	$396.3M	2.31%	-$91.1M Sold	2.19% 3.6M shares	Q3 2018 Held for 7y 2m
8 Aptiv APTV	Auto - Parts Consumer Cyclical	$390.0M	2.28%	+$137.5M Bought	2.08% 4.5M shares	Q3 2018 Held for 7y 2m
9 Agilent Technologies A	Medical - Diagnostics & Research Healthcare	$380.1M	2.22%	-$7.8M Sold	1.04% 3.0M shares	Q3 2018 Held for 7y 2m
10 A. O. Smith AOS	Industrial - Machinery Industrials	$356.1M	2.08%	+$11.6M Bought	3.46% 4.9M shares	Q1 2021 Held for 4y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Impax Asset Management Group plc's latest filing

See all changes

GthenC

Market Value

$17.1B

Prior: $17.4B

Q/Q Change

-1.48%

-$257.5M

Net Flows % of MV

-8.69%

Turnover Ratio

9.92%

New Purchases

8 stocks

$13.7M

Added To

65 stocks

+$955.2M

Sold Out Of

26 stocks

$261.3M

Reduced Holdings

143 stocks

-$2.2B

Increased Positions

Position	Shares Δ	Change
1 GeneDx Holdings WGS	New	0 → 50.0K +$5.4M
2 CRH CRH	New	0 → 13.5K +$1.6M
3 Micron Technology MU	New	0 → 8.2K +$1.4M
4 Regency Centers REG	New	0 → 14.9K +$1.1M
5 ResMed RMD	New	0 → 3.9K +$1.1M

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	318.1K → 0 −$111.7M
2 Donaldson Company DCI	Sold	831.2K → 0 −$56.8M
3 Avantor AVTR	Sold	964.4K → 0 −$13.0M
4 McDonald's MCD	Sold	39.8K → 0 −$11.6M
5 Merus N.V. MRUS	Sold	180.0K → 0 −$9.5M