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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 FRESH MKT INC 80,000 1,874,000 0.12%
2 AGCO CORP 44,446 2,017,000 0.13%
3 DARLING INGREDIENTS INC 209,400 2,203,000 0.14%
4 BEMIS INC 55,000 2,458,000 0.15%
5 SONOCO PRODS CO 62,100 2,538,000 0.16%
6 GNC HLDGS INC 87,051 2,700,000 0.17%
7 WHOLE FOODS MKT INC 92,500 3,099,000 0.19%
8 SPX FLOW INC 209,000 5,833,000 0.36%
9 BADGER METER INC COM 113,803 6,666,000 0.42%
10 PRAXAIR INC 68,800 7,045,000 0.44%
11 REPUBLIC SVCS INC 165,417 7,314,000 0.46%
12 3M CO 50,600 7,622,000 0.48%
13 ROCKWELL AUTOMATION INC 84,003 8,620,000 0.54%
14 HUBBELL INC 96,957 9,797,000 0.61%
15 GENERAC HLDGS INC 335,327 9,982,000 0.62%
16 FRANKLIN ELEC INC COM 392,823 10,619,000 0.66%
17 SENSATA TECHNOLOGIES HLDG NV 237,579 10,943,000 0.68%
18 WESTROCK CO 253,750 11,576,000 0.72%
19 SEALED AIR CORP NEW 264,100 11,779,000 0.74%
20 HOLLYSYS AUTOMATION TECHNOLO 550,749 12,218,000 0.76%
21 VALMONT INDS INC 120,350 12,798,000 0.80%
22 WASTE MGMT INC DEL 253,900 13,551,000 0.85%
23 ORMAT TECHNOLOGIES INC 394,966 14,405,000 0.90%
24 COMPANHIA DE SANEAMENTO BASI 3,204,980 14,743,000 0.92%
25 UNITED NATURAL FOODSINC 385,681 15,180,000 0.95%
26 FLOWSERVE CORP 392,600 16,572,000 1.04%
27 LINDSAY CORP 235,500 17,050,000 1.07%
28 ACUITY BRANDS INC 74,150 17,336,000 1.08%
29 CLEAN HARBORS INC 424,266 17,676,000 1.10%
30 DONALDSON INC 645,900 18,512,000 1.16%
31 INGERSOLL-RAND PLC 349,100 19,302,000 1.21%
32 ADVANCED DRAIN SYS INC DEL 841,800 20,228,000 1.26%
33 REGAL BELOIT CORP 364,304 21,387,000 1.34%
34 Clarcor Inc Com 454,133 22,562,000 1.41%
35 DELPHI AUTOMOTIVE PLC 279,532 23,964,000 1.50%
36 REXNORD CORP NEW COM 1,330,100 24,101,000 1.51%
37 POWER INTEGRATIONS INC COM 498,690 24,253,000 1.52%
38 POOL CORPORATION 303,700 24,533,000 1.53%
39 SUNPOWER CORP 825,860 24,783,000 1.55%
40 THERMO FISHER SCIENTIFIC INC 177,300 25,172,000 1.57%
41 STERICYCLE INC 234,091 28,232,000 1.76%
42 LKQ CORP 1,057,411 31,332,000 1.96%
43 BORGWARNER INC 788,466 34,085,000 2.13%
44 MUELLER WTR PRODUCTS INCORPORATED COM SER A 4,073,500 35,032,000 2.19%
45 TRIMBLE INC 1,645,144 35,290,000 2.21%
46 A O SMITH 485,647 37,206,000 2.32%
47 AQUA AMERICA INC 1,258,900 37,515,000 2.34%
48 TRINA SOLAR ADR REPTG 50 ORD 3,506,190 38,630,000 2.41%
49 HD SUPPLY HLDGS INCORPORATED 1,390,500 41,757,000 2.61%
50 CALIFORNIA WTR SVC GROUP 1,906,501 44,362,000 2.77%
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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.