— Know what they know.
Not Investment Advice

PGRNX

Impax Global Environmental Markets Fund – Investor Class
1W: -3.3% 1M: -9.8% 3M: -5.1% YTD: -5.3% 1Y: -10.2% 3Y: +3.5% 5Y: -0.2%
$20.65
-0.06 (-0.29%)
 
Weekly Expected Move ±2.9%
$19 $19 $20 $20 $21
ETF NASDAQ · AUM $1.7B
ETF-Level Metrics
AUM$1.7B
Holdings42
Top 10 Wt38.4%
Beta1.26
% Profitable95%
Coverage97%
Portfolio Valuation
P/E28.4
P/B8.1
P/S11.2
EV/EBITDA17.7
P/FCF45.4
PEG1.21
Profitability & Returns
Gross Margin60.8%
Net Margin39.4%
ROE33.3%
ROA21.6%
ROIC39.9%
Div Yield1.32%
Leverage & Liquidity
Debt/Equity0.19
Debt/Assets0.13
Net Debt/EBITDA-0.7x
Interest Cov144.6x
Current Ratio2.54
Quick Ratio2.34
Growth (YoY)
Revenue+12.8%
Net Income+14.9%
EPS+16.8%
FCF+22.6%
EBITDA+19.2%
Rev CAGR 3Y+14.4%
Quality Scores
Piotroski F6.8
Altman Z8.87
IS Quality77.7
IS Overall64.6
IS Value49.6
Median P/E29.6

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 17 35.9% 25.4
Technology 14 31.2% 35.5
Basic Materials 3 10.6% 27.9
Healthcare 3 7.6% 24.3
Consumer Cyclical 2 4.6% 51.3
Consumer Defensive 2 4.1% 0.1
Other 1 3.0%
Financial Services 1 2.8% 5.0

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WM Waste Management, Inc. 2.91% 4 Bullish 25 4 -2.9%
CARR Carrier Global Corporation 1.99% 4 Bullish 10 1 -3.8%
FERG Ferguson plc 1.23% 4 Bullish 28 1 +7.0%
WAT Waters Corporation 1.05% 4 Bullish 24 1 +0.6%
Showing 43 of 43 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Microsoft Corp. MSFT 6.12% $123.4M 238,310 23.3 $2.8T Technology
2 Linde plc LIN.DE 4.89% $98.6M 207,599 33.8 $200.9B Basic Materials
3 Agilent Technologies, Inc. A 4.52% $91.1M 709,408 25.3 $32.7B Healthcare
4 Air Liquide SA AI.VI 3.98% $68.3M 384,688 29.6 $104.4B Basic Materials
5 Taiwan Semiconductor Manufacturing Co. Ltd. 2330.TW 3.86% $2.4B 1,790,000 27.3 $46.9T Technology
6 Schneider Electric SE SU.PA 3.13% $53.7M 223,879 31.9 $132.8B Industrials
7 Union Pacific Corp. UNP.DE 3.11% $62.6M 264,920 20.3 $125.1B Industrials
8 JPMorgan Prime Money Market Fund Cash 3.02% $60.8M 60,815,153
9 Veolia Environnement SA VIE.PA 2.95% $50.6M 1,742,384 20.2 $24.5B Industrials
10 Aptiv plc 0YCP.L 2.93% $59.0M 683,882 81.6 $13.7B Consumer Cyclical
11 Waste Management, Inc. WM 2.91% $58.7M 265,658 35.0 $95.0B Industrials
12 RenaissanceRe Holdings Ltd. RNR 2.84% $57.2M 225,114 5.0 $13.1B Financial Services
13 Xylem, Inc. XYL 2.81% $56.6M 383,564 30.8 $29.5B Industrials
14 Hubbell, Inc. HUBB 2.55% $51.4M 119,419 29.4 $26.3B Industrials
15 NVIDIA Corp. NVDA 2.53% $51.1M 273,680 35.9 $4.3T Technology
16 Synopsys, Inc. SNPS 2.44% $49.2M 99,765 57.6 $75.8B Technology
17 Kerry Group plc KRZ.IR 2.38% $40.9M 531,989 16.5 $10.8B Consumer Defensive
18 Amphenol Corp. APH 2.28% $45.9M 371,209 36.7 $157.3B Technology
19 Marvell Technology, Inc. MRVL 2.26% $45.5M 540,672 34.0 $93.6B Technology
20 Veralto Corp. VLTO 2.17% $43.8M 410,382 23.3 $21.8B Industrials
21 Zoetis, Inc. ZTS 2.01% $40.4M 276,236 19.3 $52.0B Healthcare
22 Ashtead Group plc AHT.L 1.99% $29.8M 598,390 $22.0B Industrials
23 Carrier Global Corp. CARR 1.99% $40.1M 671,742 31.3 $46.6B Industrials
24 Republic Services, Inc. RSG 1.93% $38.9M 169,322 32.3 $69.0B Industrials
25 Spirax Group plc SPX.L 1.90% $28.5M 415,865 31.1 $5.1B Industrials
26 MediaTek, Inc. 2454.TW 1.87% $1.1B 870,000 22.2 $2.3T Technology
27 Applied Materials, Inc. AMAT 1.86% $37.6M 183,420 35.3 $276.5B Technology
28 A O Smith Corp. AOS 1.81% $36.5M 496,873 16.5 $9.1B Industrials
29 DSM-Firmenich AG DSFIR.AS 1.74% $29.9M 411,339 -16.4 $15.4B Consumer Defensive
30 Sika AG SIKA.SW 1.71% $27.4M 153,548 20.2 $21.1B Basic Materials
31 eBay, Inc. EBAY 1.71% $34.4M 378,426 20.9 $42.6B Consumer Cyclical
32 IDEX Corp. IEX 1.56% $31.4M 193,193 29.5 $14.2B Industrials
33 Itron, Inc. ITRI 1.53% $30.9M 247,705 13.3 $4.0B Technology
34 TE Connectivity plc TEL 1.53% $30.9M 140,530 29.8 $61.4B Technology
35 Keyence Corp. KYCCF 1.52% $4.5B 82,100 33.5 $88.2B Technology
36 GEA Group AG GEAGF 1.48% $25.5M 404,854 24.4 $12.0B Industrials
37 Pentair plc 0Y5X.L 1.46% $29.4M 265,108 21.5 $14.5B Industrials
38 Ferguson Enterprises, Inc. FERG 1.23% $18.5M 110,680 22.2 $45.7B Industrials
39 Texas Instruments, Inc. TXN 1.21% $24.4M 132,753 35.4 $177.4B Technology
40 Autodesk, Inc. ADSK 1.21% $24.3M 76,648 44.9 $50.5B Technology
41 Waters Corp. WAT 1.05% $21.2M 70,767 28.2 $18.1B Healthcare
42 Delta Electronics, Inc. 2308.TW 1.01% $617.7M 719,475 67.5 $3.7T Technology
43 Trane Technologies plc TT 0.95% $19.1M 45,237 32.7 $94.7B Industrials

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms