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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 (2016Q3)
Portfolio Summary: 64 holdings with a total value of $2,183,393,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BEMIS INC 70,000 3,571,000 0.16%
2 AGCO CORP 86,480 4,265,000 0.20%
3 CAMPBELL SOUP CO 82,000 4,485,000 0.21%
4 GNC HLDGS INC 288,401 5,889,000 0.27%
5 WHOLE FOODS MKT INC 209,000 5,952,000 0.27%
6 SPROUTS FMRS MKT INC 291,300 6,015,000 0.28%
7 SONOCO PRODS CO 120,100 6,345,000 0.29%
8 DARLING INGREDIENTS INC 484,750 6,549,000 0.30%
9 MIDDLESEX WTR CO 193,513 6,819,000 0.31%
10 STERICYCLE INC 91,824 7,359,000 0.34%
11 WATERS CORP 65,200 10,334,000 0.47%
12 BADGER METER INC COM 309,862 10,381,000 0.48%
13 FORTIVE CORP 207,374 10,555,000 0.48%
14 3M CO 67,845 11,956,000 0.55%
15 RAYONIER INC 454,122 12,054,000 0.55%
16 SUNPOWER CORP 1,573,634 14,038,000 0.64%
17 VALMONT INDS INC 109,450 14,764,000 0.68%
18 POOL CORPORATION 159,942 15,118,000 0.69%
19 Clarcor Inc Com 234,123 15,217,000 0.70%
20 HUBBELL INC 154,128 16,606,000 0.76%
21 GENERAC HLDGS INC 498,193 18,084,000 0.83%
22 ROCKWELL AUTOMATION INC 155,101 18,975,000 0.87%
23 FLOWSERVE CORP 405,300 19,608,000 0.90%
24 ACUITY BRANDS INC 74,280 19,654,000 0.90%
25 PRAXAIR INC 164,651 19,895,000 0.91%
26 SENSATA TECHNOLOGIES HLDG NV 643,906 24,970,000 1.14%
27 DONALDSON INC 676,761 25,264,000 1.16%
28 INGERSOLL-RAND PLC 376,979 25,612,000 1.17%
29 ORMAT TECHNOLOGIES INC 537,457 26,016,000 1.19%
30 HOLLYSYS AUTOMATION TECHNOLO 1,202,029 26,653,000 1.22%
31 COMPANHIA DE SANEAMENTO BASI 2,914,437 26,988,000 1.24%
32 UNITED NATURAL FOODSINC 691,747 27,699,000 1.27%
33 AQUA AMERICA INC 919,992 28,041,000 1.28%
34 LINDSAY CORP 398,424 29,475,000 1.35%
35 WASTE MGMT INC DEL 467,279 29,794,000 1.36%
36 SEALED AIR CORP NEW 650,552 29,808,000 1.37%
37 TRINA SOLAR ADR REPTG 50 ORD 2,964,681 30,360,000 1.39%
38 CLEAN HARBORS INC 634,460 30,437,000 1.39%
39 THERMO FISHER SCIENTIFIC INC 195,457 31,115,000 1.43%
40 DELPHI AUTOMOTIVE PLC 436,606 31,139,000 1.43%
41 Pentair plc 498,876 32,049,000 1.47%
42 MUELLER WTR PRODUCTS INCORPORATED COM SER A 2,567,887 32,227,000 1.48%
43 WESTROCK CO 706,200 34,237,000 1.57%
44 BORGWARNER INC 1,136,737 39,990,000 1.83%
45 ADVANCED DRAIN SYS INC DEL 1,777,962 42,777,000 1.96%
46 LKQ CORP 1,242,344 44,055,000 2.02%
47 HD SUPPLY HLDGS INCORPORATED 1,421,326 45,454,000 2.08%
48 POWER INTEGRATIONS INC COM 726,051 45,761,000 2.10%
49 REXNORD CORP NEW COM 2,172,445 46,512,000 2.13%
50 FRANKLIN ELEC INC COM 1,178,909 47,989,000 2.20%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-16-000015, filed 2016.11.14).

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.