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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 (2015Q3)
Portfolio Summary: 64 holdings with a total value of $1,441,606,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN WTR WKS CO INC NEW 1,569,610 86,452,000 6.00%
2 XYLEM INC 2,455,687 80,668,000 5.60%
3 WATTS WATER TECHNOLOGIES INC 1,266,318 66,890,000 4.64%
4 DANAHER CORP DEL 651,239 55,556,000 3.85%
5 Pentair plc 1,074,050 54,819,000 3.80%
6 TORO CO 638,005 45,121,000 3.13%
7 STERICYCLE 313,391 43,655,000 3.03%
8 ROPER TECHNOLOGIES INC 276,287 43,294,000 3.00%
9 AGILENT TECHNOLOGIES INC 1,257,723 43,274,000 3.00%
10 CALIFORNIA WTR SVC GROUP 1,836,701 40,625,000 2.82%
11 ITRON INC 1,216,319 38,812,000 2.69%
12 ECOLAB INC 352,179 38,722,000 2.69%
13 PERKINELMER INC 812,360 37,336,000 2.59%
14 TRINA SOLAR LIMITED 4,067,790 36,479,000 2.53%
15 IDEX CORP 499,235 35,595,000 2.47%
16 BORGWARNER INC 842,915 35,056,000 2.43%
17 ADVANCED DRAIN SYS INC DEL 1,133,700 32,798,000 2.28%
18 A O SMITH 493,047 32,142,000 2.23%
19 AQUA AMERICA INC 1,202,400 31,828,000 2.21%
20 MUELLER WTR PRODS INC 3,881,600 29,733,000 2.06%
21 HD Supply Holdings Inc 990,500 28,348,000 1.97%
22 POOL CORPORATION 389,000 28,125,000 1.95%
23 DELPHI AUTOMOTIVE PLC 343,332 26,107,000 1.81%
24 CLARCOR Inc 539,033 25,701,000 1.78%
25 TRIMBLE INC 1,542,344 25,324,000 1.76%
26 LKQ CORP 771,411 21,877,000 1.52%
27 REGAL BELOIT CORP 354,904 20,102,000 1.39%
28 CLEAN HARBORS INC 455,547 20,031,000 1.39%
29 POWER INTEGRATIONS INC COM 472,740 19,939,000 1.38%
30 THERMO FISHER SCIENTIFIC INC 162,300 19,863,000 1.38%
31 QUANTA SVCS INC 702,600 17,010,000 1.18%
32 INGERSOLL-RAND PLC 323,900 16,444,000 1.14%
33 REXNORD CORP NEW COM 966,300 16,408,000 1.14%
34 LINDSAY CORP COM 230,100 15,598,000 1.08%
35 FLOWSERVE CORP 363,800 15,014,000 1.04%
36 DONALDSON INC 531,400 14,922,000 1.04%
37 REPUBLIC SVCS INC 354,717 14,697,000 1.02%
38 COMPANHIA DE SANEAM ADRF SPONSORED ADR 3,624,280 14,347,000 1.00%
39 ACUITY BRANDS INC 79,250 13,915,000 0.97%
40 UNITED NATURAL FOODSINC 280,611 13,613,000 0.94%
41 SUNPOWER CORP 625,060 12,527,000 0.87%
42 FRANKLIN ELEC INC COM 434,927 11,842,000 0.82%
43 ORMAT TECHNOLOGIES INC 347,666 11,827,000 0.82%
44 SEALED AIR CORP NEW 221,942 10,405,000 0.72%
45 VALMONT INDS INC 107,250 10,211,000 0.71%
46 GENERAC HLDGS INC 325,427 9,791,000 0.68%
47 Hubbell Inc Cl B Fr 114,757 9,749,000 0.68%
48 HOLLYSYS AUTOMATION TECHNOLO 526,049 9,196,000 0.64%
49 SENSATA TECHNOLOGIES HLDNG PLC SHS 194,479 8,622,000 0.60%
50 ROCKWELL AUTOMATION INC 80,500 8,168,000 0.57%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-15-000007, filed 2015.11.12).

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.