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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 (2015Q4)
Portfolio Summary: 62 holdings with a total value of $1,600,281,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN WTR WKS CO INC NEW 1,505,910 89,979,000 5.62%
2 XYLEM INC 2,361,087 86,183,000 5.39%
3 WATTS WATER TECHNOLOGIES INC 1,356,418 67,373,000 4.21%
4 DANAHER CORP DEL 690,139 64,168,000 4.01%
5 AGILENT TECHNOLOGIES INC 1,410,623 59,102,000 3.69%
6 Pentair plc 1,088,250 53,902,000 3.37%
7 PERKINELMER INC 954,260 51,120,000 3.19%
8 IDEX CORP 658,335 50,435,000 3.15%
9 ROPER TECHNOLOGIES INC 265,287 50,349,000 3.15%
10 ITRON INC 1,337,919 48,407,000 3.02%
11 TORO CO 629,205 46,113,000 2.88%
12 ECOLAB INC 389,979 44,698,000 2.79%
13 CALIFORNIA WTR SVC GROUP 1,906,501 44,362,000 2.77%
14 HD Supply Holdings Inc 1,390,500 41,757,000 2.61%
15 TRINA SOLAR LIMITED 3,506,190 38,630,000 2.41%
16 AQUA AMERICA INC 1,258,900 37,515,000 2.34%
17 A O SMITH 485,647 37,206,000 2.32%
18 TRIMBLE INC 1,645,144 35,290,000 2.21%
19 MUELLER WTR PRODS INC 4,073,500 35,032,000 2.19%
20 BORGWARNER INC 788,466 34,085,000 2.13%
21 LKQ CORP 1,057,411 31,332,000 1.96%
22 STERICYCLE 234,091 28,232,000 1.76%
23 THERMO FISHER SCIENTIFIC INC 177,300 25,172,000 1.57%
24 SUNPOWER CORP 825,860 24,783,000 1.55%
25 POOL CORPORATION 303,700 24,533,000 1.53%
26 POWER INTEGRATIONS INC COM 498,690 24,253,000 1.52%
27 REXNORD CORP NEW COM 1,330,100 24,101,000 1.51%
28 DELPHI AUTOMOTIVE PLC 279,532 23,964,000 1.50%
29 CLARCOR Inc 454,133 22,562,000 1.41%
30 REGAL BELOIT CORP 364,304 21,387,000 1.34%
31 ADVANCED DRAIN SYS INC DEL 841,800 20,228,000 1.26%
32 INGERSOLL-RAND PLC 349,100 19,302,000 1.21%
33 DONALDSON INC 645,900 18,512,000 1.16%
34 CLEAN HARBORS INC 424,266 17,676,000 1.10%
35 ACUITY BRANDS INC 74,150 17,336,000 1.08%
36 LINDSAY CORP COM 235,500 17,050,000 1.07%
37 FLOWSERVE CORP 392,600 16,572,000 1.04%
38 UNITED NATURAL FOODSINC 385,681 15,180,000 0.95%
39 COMPANHIA DE SANEAM ADRF SPONSORED ADR 3,204,980 14,743,000 0.92%
40 ORMAT TECHNOLOGIES INC 394,966 14,405,000 0.90%
41 WASTE MGMT INC DEL 253,900 13,551,000 0.85%
42 VALMONT INDS INC 120,350 12,798,000 0.80%
43 HOLLYSYS AUTOMATION TECHNOLO 550,749 12,218,000 0.76%
44 SEALED AIR CORP NEW 264,100 11,779,000 0.74%
45 WESTROCK CO 253,750 11,576,000 0.72%
46 SENSATA TECHNOLOGIES HLDNG PLC SHS 237,579 10,943,000 0.68%
47 FRANKLIN ELEC INC COM 392,823 10,619,000 0.66%
48 GENERAC HLDGS INC 335,327 9,982,000 0.62%
49 HUBBELL INC 96,957 9,797,000 0.61%
50 ROCKWELL AUTOMATION INC 84,003 8,620,000 0.54%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-16-000009, filed 2016.02.11).

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.