Impax Asset Management

• Impax US Sustainable Economy Fund Quarterly Commentary ↗ Impax US Sustainable Economy Fund lagged the Russell 1000 as stock selection in information technology and utilities outweighed positive sector positioning. The fund maintained structural overweights to health care, financials and IT, avoided energy under its fossil-fuel policy, and cited Gartner, NVIDIA and Merck as contributors while KLA, Meta Platforms and Applied Materials detracted. third quarter of 2026 AMAT $260BIT $13BKLAC $193B +3

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