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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 (2015Q2)
Portfolio Summary: 78 holdings with a total value of $1,591,361,848.
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 2,294,287 85,050,226 5.34%
2 Pentair plc 1,120,550 77,037,435 4.84%
3 AMERICAN WTR WKS CO INC NEW 1,490,910 72,505,817 4.56%
4 DANAHER CORP DEL 699,339 59,922,823 3.77%
5 AGILENT TECHNOLOGIES INC 1,248,723 48,269,920 3.03%
6 STERICYCLE 358,451 47,999,359 3.02%
7 PERKINELMER INC 894,660 47,094,902 2.96%
8 ROPER TECHNOLOGIES INC 272,887 47,062,092 2.96%
9 TORO CO 640,905 43,553,137 2.74%
10 ITRON INC 1,232,719 42,456,929 2.67%
11 CALIFORNIA WTR SVC GROUP 1,855,601 42,403,055 2.66%
12 TRINA SOLAR LIMITED 3,435,520 39,986,702 2.51%
13 IDEX CORP 489,435 38,459,802 2.42%
14 ECOLAB INC 319,379 36,181,940 2.27%
15 TRIMBLE INC 1,529,344 35,877,617 2.25%
16 ADVANCED DRAIN SYS INC DEL 1,221,700 35,832,461 2.25%
17 POOL CORPORATION 496,500 34,844,370 2.19%
18 A O SMITH 484,047 34,841,993 2.19%
19 WATTS WATER TECHNOLOGIES INC 661,259 34,286,723 2.15%
20 LKQ CORP 1,127,311 34,095,521 2.14%
21 MUELLER WTR PRODS INC 3,656,900 33,277,790 2.09%
22 CLARCOR Inc 513,033 31,932,046 2.01%
23 CLEAN HARBORS INC 583,847 31,377,946 1.97%
24 COMPANHIA DE SANEAM ADRF SPONSORED ADR 5,483,581 29,393,153 1.85%
25 AQUA AMERICA INC 1,199,500 29,375,755 1.85%
26 BORGWARNER INC 489,305 27,934,059 1.76%
27 HD Supply Holdings Inc 771,000 27,123,780 1.70%
28 DELPHI AUTOMOTIVE PLC 311,932 26,542,294 1.67%
29 REGAL BELOIT CORP 356,904 25,974,853 1.63%
30 DONALDSON INC 642,300 23,080,722 1.45%
31 WHOLE FOODS 448,359 22,757,442 1.43%
32 REXNORD CORP NEW COM 951,500 22,750,365 1.43%
33 PALL CORP 182,061 22,658,423 1.42%
34 QUANTA SVCS INC 767,600 22,122,232 1.39%
35 INGERSOLL-RAND PLC 295,500 19,922,610 1.25%
36 FLOWSERVE CORP 366,200 19,330,233 1.21%
37 LINDSAY CORP COM 212,300 18,663,293 1.17%
38 ACUITY BRANDS INC 99,450 17,899,011 1.12%
39 THERMO FISHER SCIENTIFIC INC 119,900 15,573,914 0.98%
40 UNITED NATURAL FOODSINC 220,611 14,049,644 0.88%
41 GENERAC HLDGS INC 336,527 13,377,600 0.84%
42 ORMAT TECHNOLOGIES INC 351,766 13,256,790 0.83%
43 SEALED AIR CORP NEW 249,052 12,796,326 0.80%
44 Hubbell Inc Cl B Fr 114,457 12,393,404 0.78%
45 FRANKLIN ELEC INC COM 381,927 12,348,797 0.78%
46 HOLLYSYS AUTOMATION TECHNOLO 489,249 11,761,825 0.74%
47 SUNPOWER CORP 411,060 11,678,686 0.73%
48 VALMONT INDS INC 92,650 11,042,838 0.69%
49 REPUBLIC SVCS INC 275,317 10,845,006 0.68%
50 SENSATA TECHNOLOGIES HLDNG PLC SHS 200,779 10,590,218 0.67%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-15-000005, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.