Understanding the Digital Infrastructure of Utilities and Itron’s $100 Million Investment

Impax Asset Management Group plc reported a substantial increase in its investment in Itron (NASDAQ: ITRI) in its SEC filing on November 06, 2025. The firm acquired approximately 890,040 shares during the quarter, raising the value of its position by $105.16 million, resulting in total holdings of 1,588,950 shares worth $197.15 million as of September 30, 2025. This Itron stake now accounts for 1.15% of the fund’s 13F assets under management following the transaction.

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