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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 LEVEL 3 COMM 861 45,349 0.00%
2 PARTNERRE LTD 490 62,965 0.00%
3 VMWARE INC 800 68,592 0.00%
4 F5 NETWORKS INC 672 80,875 0.01%
5 GILEAD SCIENCES INC 700 81,956 0.01%
6 PRICE T ROWE GROUP INC 1,100 85,503 0.01%
7 FMC 1,650 86,873 0.01%
8 Linear Technology Corp 2,000 88,460 0.01%
9 MCKESSON CORP 400 90,020 0.01%
10 DU PONT E I DE NEMOURS & CO 1,810 115,704 0.01%
11 KELLOGG CO 2,000 125,370 0.01%
12 BUNGE LIMITED 1,575 138,293 0.01%
13 MOSAIC CO NEW 3,100 145,251 0.01%
14 CHART INDS INC 18,900 675,675 0.04%
15 AGCO CORP 19,646 1,115,486 0.07%
16 DARLING INGREDIENTS INC 76,500 1,121,490 0.07%
17 FRESH MKT INC 38,000 1,221,320 0.08%
18 BEMIS INC 30,000 1,350,300 0.08%
19 MASTEC INC 71,400 1,418,718 0.09%
20 SONOCO PRODS CO 36,100 1,547,231 0.10%
21 ROCK-TENN COMPANY 25,750 1,550,655 0.10%
22 GNC HLDGS INC 37,451 1,665,766 0.10%
23 SCHNITZER STL INDS 239,041 4,174,722 0.26%
24 POWER INTEGRATIONS INC COM 105,162 4,751,219 0.30%
25 ENERNOC INC 560,855 5,438,970 0.34%
26 BADGER METER INC COM 104,900 6,658,710 0.42%
27 3M CO 48,800 7,529,840 0.47%
28 ROCKWELL AUTOMATION INC 82,900 10,332,656 0.65%
29 SENSATA TECHNOLOGIES HLDG NV 200,779 10,590,218 0.67%
30 REPUBLIC SVCS INC 275,317 10,845,006 0.68%
31 VALMONT INDS INC 92,650 11,042,838 0.69%
32 SUNPOWER CORP 411,060 11,678,686 0.73%
33 HOLLYSYS AUTOMATION TECHNOLO 489,249 11,761,825 0.74%
34 FRANKLIN ELEC INC COM 381,927 12,348,797 0.78%
35 HUBBELL INC CLASS B 114,457 12,393,404 0.78%
36 SEALED AIR CORP NEW 249,052 12,796,326 0.80%
37 ORMAT TECHNOLOGIES INC 351,766 13,256,790 0.83%
38 GENERAC HLDGS INC 336,527 13,377,600 0.84%
39 UNITED NATURAL FOODSINC 220,611 14,049,644 0.88%
40 THERMO FISHER SCIENTIFIC INC 119,900 15,573,914 0.98%
41 ACUITY BRANDS INC 99,450 17,899,011 1.12%
42 LINDSAY CORP 212,300 18,663,293 1.17%
43 FLOWSERVE CORP 366,200 19,330,233 1.21%
44 INGERSOLL-RAND PLC 295,500 19,922,610 1.25%
45 QUANTA SVCS INC 767,600 22,122,232 1.39%
46 PALL CORP 182,061 22,658,423 1.42%
47 REXNORD CORP NEW COM 951,500 22,750,365 1.43%
48 WHOLE FOODS MKT INC 448,359 22,757,442 1.43%
49 DONALDSON INC 642,300 23,080,722 1.45%
50 REGAL BELOIT CORP 356,904 25,974,853 1.63%
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.