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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 (2016Q1)
Portfolio Summary: 61 holdings with a total value of $1,865,634,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 2,242,689 91,725,000 4.92%
2 AMERICAN WTR WKS CO INC NEW 1,297,018 89,403,000 4.79%
3 WATTS WATER TECHNOLOGIES INC 1,517,797 83,674,000 4.49%
4 AGILENT TECHNOLOGIES INC 1,654,828 65,945,000 3.53%
5 DANAHER CORP DEL 690,128 65,547,000 3.51%
6 ECOLAB INC 552,983 61,806,000 3.31%
7 Pentair plc 1,099,259 59,646,000 3.20%
8 ITRON INC 1,395,389 58,217,000 3.12%
9 IDEX CORP 666,850 55,269,000 2.96%
10 TORO CO 628,340 54,266,000 2.91%
11 PERKINELMER INC 1,081,603 53,496,000 2.87%
12 ROPER TECHNOLOGIES INC 289,002 52,821,000 2.83%
13 A O SMITH 637,683 48,660,000 2.61%
14 CALIFORNIA WTR SVC GROUP 1,810,901 48,388,000 2.59%
15 HD Supply Holdings Inc 1,377,500 45,554,000 2.44%
16 TRIMBLE INC 1,736,595 43,067,000 2.31%
17 MUELLER WTR PRODS INC 4,277,913 42,266,000 2.27%
18 TRINA SOLAR LIMITED 3,966,781 39,427,000 2.11%
19 LKQ CORP 1,175,627 37,537,000 2.01%
20 BORGWARNER INC 947,658 36,388,000 1.95%
21 FRANKLIN ELEC INC COM 1,115,954 35,896,000 1.92%
22 AQUA AMERICA INC 1,106,415 35,206,000 1.89%
23 REXNORD CORP NEW COM 1,736,643 35,115,000 1.88%
24 POWER INTEGRATIONS INC COM 635,120 31,539,000 1.69%
25 STERICYCLE 244,416 30,843,000 1.65%
26 CLEAN HARBORS INC 593,370 29,279,000 1.57%
27 POOL CORPORATION 303,700 26,647,000 1.43%
28 REGAL BELOIT CORP 413,108 26,136,000 1.40%
29 SUNPOWER CORP 1,149,713 25,685,000 1.38%
30 DELPHI AUTOMOTIVE PLC 332,339 24,932,000 1.34%
31 THERMO FISHER SCIENTIFIC INC 172,998 24,516,000 1.31%
32 WASTE MGMT INC DEL 405,950 23,951,000 1.28%
33 ORMAT TECHNOLOGIES INC 566,178 23,347,000 1.25%
34 INGERSOLL-RAND PLC 346,310 21,475,000 1.15%
35 FLOWSERVE CORP 475,300 21,174,000 1.13%
36 UNITED NATURAL FOODSINC 520,039 20,960,000 1.12%
37 ISHARES TR 362,830 20,739,000 1.11%
38 WESTROCK CO 515,692 20,127,000 1.08%
39 DONALDSON INC 624,692 19,931,000 1.07%
40 HOLLYSYS AUTOMATION TECHNOLO 935,534 19,690,000 1.06%
41 COMPANHIA DE SANEAM ADRF SPONSORED ADR 2,724,175 17,980,000 0.96%
42 SEALED AIR CORP NEW 365,267 17,536,000 0.94%
43 ROCKWELL AUTOMATION INC 153,170 17,423,000 0.93%
44 ACUITY BRANDS INC 75,557 16,482,000 0.88%
45 SENSATA TECHNOLOGIES HLDNG PLC SHS 423,564 16,454,000 0.88%
46 VALMONT INDS INC 120,350 14,943,000 0.80%
47 LINDSAY CORP COM 195,500 14,000,000 0.75%
48 GENERAC HLDGS INC 364,143 13,559,000 0.73%
49 ADVANCED DRAIN SYS INC DEL 600,876 12,799,000 0.69%
50 PRAXAIR INC 108,159 12,379,000 0.66%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-16-000013, filed 2016.05.10).

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.