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Institutional Investment Manager
Impax Asset Management LTD
Impax Asset Management LTD (CIK: 0001428948), located at 7th Floor, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001428948-15-000001) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 2,149,525 81,820,128 6.14%
2 Pentair plc 1,112,386 73,874,305 5.55%
3 PALL CORP 702,072 71,047,884 5.33%
4 AMERICAN WTR WKS CO INC NEW 1,213,645 64,684,530 4.86%
5 A O SMITH 1,002,133 56,522,604 4.24%
6 WATTS WATER TECHNOLOGIES INC 864,256 54,810,966 4.11%
7 DANAHER CORP DEL 588,939 50,519,509 3.79%
8 ITRON INC 1,154,449 48,823,075 3.67%
9 CALIFORNIA WTR SVC GROUP 1,889,091 46,492,244 3.49%
10 TRIMBLE INC 1,643,296 43,613,882 3.27%
11 BORGWARNER INC 793,043 43,566,529 3.27%
12 ROPER TECHNOLOGIES INC 272,187 42,556,437 3.19%
13 Clarcor Inc Com 627,340 41,904,496 3.15%
14 LKQ CORP 1,430,927 40,238,953 3.02%
15 STERICYCLE INC 274,811 36,023,899 2.70%
16 TORO CO 559,005 35,768,865 2.69%
17 ECOLAB INC 308,179 32,278,570 2.42%
18 HD SUPPLY HLDGS INCORPORATED 1,041,300 30,707,937 2.31%
19 MUELLER WTR PRODUCTS INCORPORATED COM SER A 2,994,000 30,658,560 2.30%
20 PERKINELMER INC 687,460 30,062,626 2.26%
21 POOL CORPORATION 471,200 29,892,928 2.24%
22 CLEAN HARBORS INC 606,577 29,139,116 2.19%
23 IDEX CORP 371,485 28,916,392 2.17%
24 GENERAC HLDGS INC 607,068 28,379,572 2.13%
25 REGAL BELOIT CORP 360,462 27,170,763 2.04%
26 DONALDSON INC 701,564 27,106,922 2.03%
27 REXNORD CORP NEW COM 960,600 27,098,526 2.03%
28 AGILENT TECHNOLOGIES INC 619,223 25,350,990 1.90%
29 AQUA AMERICA INC 941,100 25,127,370 1.89%
30 BADGER METER INC COM 356,558 21,153,593 1.59%
31 FLOWSERVE CORP 350,200 20,991,780 1.58%
32 SCHNITZER STL INDS 831,434 18,758,024 1.41%
33 ADVANCED DRAIN SYS INC DEL 707,200 16,251,456 1.22%
34 ORMAT TECHNOLOGIES INC 532,268 14,468,701 1.09%
35 ENERNOC INC 618,738 9,561,488 0.72%
36 QUANTA SVCS INC 281,400 7,988,946 0.60%
37 SEALED AIR CORP NEW 132,060 5,603,245 0.42%
38 HUBBELL INC CLASS B 51,377 5,488,605 0.41%
39 ACUITY BRANDS INC 27,850 3,900,950 0.29%
40 REPUBLIC SVCS INC 83,743 3,387,069 0.25%
41 METALICO INC 1,273,324 404,857 0.03%
New Holding filing (0001428948-15-000003) filed in 2015.02.19, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 2,018,487 76,840,697 5.18%
2 Pentair plc 1,103,350 73,283,143 4.94%
3 AMERICAN WTR WKS CO INC NEW 1,224,240 65,251,488 4.40%
4 WATTS WATER TECHNOLOGIES INC 1,009,718 64,052,958 4.32%
5 PALL CORP 612,235 61,963,053 4.18%
6 A O SMITH 988,967 55,786,179 3.76%
7 DANAHER CORP DEL 630,739 54,106,293 3.65%
8 ITRON INC 1,182,119 49,993,240 3.37%
9 CALIFORNIA WTR SVC GROUP 2,015,758 49,609,519 3.34%
10 ROPER TECHNOLOGIES INC 312,587 48,872,977 3.29%
11 STERICYCLE INC 343,351 45,008,122 3.03%
12 COMPANHIA DE SANEAMENTO BASI 6,333,735 40,124,418 2.70%
13 BORGWARNER INC 721,755 39,657,853 2.67%
14 TORO CO 600,405 38,419,269 2.59%
15 TRIMBLE INC 1,420,444 37,699,389 2.54%
16 IDEX CORP 453,335 35,287,596 2.38%
17 AGILENT TECHNOLOGIES INC 800,223 32,761,130 2.21%
18 ECOLAB INC 306,379 32,089,840 2.16%
19 Clarcor Inc Com 474,633 31,701,802 2.14%
20 HD SUPPLY HLDGS INCORPORATED 1,035,700 30,542,793 2.06%
21 MUELLER WTR PRODUCTS INCORPORATED COM SER A 2,976,400 30,478,336 2.05%
22 PERKINELMER INC 694,060 30,351,244 2.05%
23 POOL CORPORATION 468,900 29,747,016 2.00%
24 TRINA SOLAR ADR REPTG 50 ORD 3,199,506 29,627,426 2.00%
25 REGAL BELOIT CORP 381,694 28,772,968 1.94%
26 LKQ CORP 966,471 27,178,450 1.83%
27 REXNORD CORP NEW COM 955,200 26,946,192 1.82%
28 AQUA AMERICA INC 935,100 24,967,170 1.68%
29 CLEAN HARBORS INC 503,934 24,212,759 1.63%
30 DELPHI AUTOMOTIVE PLC 331,132 24,079,919 1.62%
31 WATTS WATER TECHNOLOGIES INC 355,724 22,567,131 1.52%
32 FLOWSERVE CORP 348,300 20,877,799 1.41%
33 BADGER METER INC COM 312,802 18,563,311 1.25%
34 QUANTA SVCS INC 609,300 17,298,027 1.17%
35 ADVANCED DRAIN SYS INC DEL 702,800 16,150,344 1.09%
36 GENERAC HLDGS INC 309,927 14,490,912 0.98%
37 DONALDSON INC 361,700 13,974,714 0.94%
38 ACUITY BRANDS INC 95,550 13,383,689 0.90%
39 SENSATA TECHNOLOGIES HLDG NV 236,479 12,392,408 0.84%
40 INGERSOLL-RAND PLC 176,700 11,201,013 0.75%
41 HOLLYSYS AUTOMATION TECHNOLO 452,509 11,054,795 0.74%
42 SEALED AIR CORP NEW 242,660 10,296,003 0.69%
43 SCHNITZER STL INDS 423,941 9,564,982 0.64%
44 HUBBELL INC CLASS B 80,257 8,573,855 0.58%
45 ORMAT TECHNOLOGIES INC 268,766 7,306,717 0.49%
46 REPUBLIC SVCS INC 175,317 7,096,320 0.48%
47 ENERNOC INC 450,055 6,955,336 0.47%
48 THERMO FISHER SCIENTIFIC INC 54,900 6,886,656 0.46%
49 3M CO 39,200 6,441,344 0.43%
50 POWER INTEGRATIONS INC COM 69,762 3,609,486 0.24%
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