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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 XYLEM INC 2,156,631 113,114,000 5.18%
2 WATTS WATER TECHNOLOGIES INC 1,690,179 109,588,000 5.02%
3 DANAHER CORP DEL 1,116,140 87,603,000 4.01%
4 ECOLAB INC 701,184 85,519,000 3.92%
5 ITRON INC 1,522,741 84,909,000 3.89%
6 AMERICAN WTR WKS CO INC NEW 1,113,200 83,312,000 3.82%
7 AGILENT TECHNOLOGIES INC 1,628,543 76,836,000 3.52%
8 A O SMITH 676,523 66,834,000 3.06%
9 TRIMBLE INC 2,253,910 64,373,000 2.95%
10 IDEX CORP 685,126 64,107,000 2.94%
11 PERKINELMER INC 1,115,464 62,589,000 2.87%
12 ROPER TECHNOLOGIES INC 320,765 58,530,000 2.68%
13 CALIFORNIA WTR SVC GROUP 1,772,542 56,879,000 2.61%
14 TORO CO 1,071,076 50,290,000 2.30%
15 FRANKLIN ELEC INC COM 1,178,909 47,989,000 2.20%
16 REXNORD CORP NEW COM 2,172,445 46,512,000 2.13%
17 POWER INTEGRATIONS INC COM 726,051 45,761,000 2.10%
18 HD Supply Holdings Inc 1,421,326 45,454,000 2.08%
19 LKQ CORP 1,242,344 44,055,000 2.02%
20 ADVANCED DRAIN SYS INC DEL 1,777,962 42,777,000 1.96%
21 BORGWARNER INC 1,136,737 39,990,000 1.83%
22 WESTROCK CO 706,200 34,237,000 1.57%
23 MUELLER WTR PRODS INC 2,567,887 32,227,000 1.48%
24 Pentair plc 498,876 32,049,000 1.47%
25 DELPHI AUTOMOTIVE PLC 436,606 31,139,000 1.43%
26 THERMO FISHER SCIENTIFIC INC 195,457 31,115,000 1.43%
27 CLEAN HARBORS INC 634,460 30,437,000 1.39%
28 TRINA SOLAR LIMITED 2,964,681 30,360,000 1.39%
29 SEALED AIR CORP NEW 650,552 29,808,000 1.37%
30 WASTE MGMT INC DEL 467,279 29,794,000 1.36%
31 LINDSAY CORP COM 398,424 29,475,000 1.35%
32 AQUA AMERICA INC 919,992 28,041,000 1.28%
33 UNITED NATURAL FOODSINC 691,747 27,699,000 1.27%
34 COMPANHIA DE SANEAM ADRF SPONSORED ADR 2,914,437 26,988,000 1.24%
35 HOLLYSYS AUTOMATION TECHNOLO 1,202,029 26,653,000 1.22%
36 ORMAT TECHNOLOGIES INC 537,457 26,016,000 1.19%
37 INGERSOLL-RAND PLC 376,979 25,612,000 1.17%
38 DONALDSON INC 676,761 25,264,000 1.16%
39 SENSATA TECHNOLOGIES HLDNG PLC SHS 643,906 24,970,000 1.14%
40 PRAXAIR INC 164,651 19,895,000 0.91%
41 ACUITY BRANDS INC 74,280 19,654,000 0.90%
42 FLOWSERVE CORP 405,300 19,608,000 0.90%
43 ROCKWELL AUTOMATION INC 155,101 18,975,000 0.87%
44 GENERAC HLDGS INC 498,193 18,084,000 0.83%
45 HUBBELL INC 154,128 16,606,000 0.76%
46 CLARCOR Inc 234,123 15,217,000 0.70%
47 POOL CORPORATION 159,942 15,118,000 0.69%
48 VALMONT INDS INC 109,450 14,764,000 0.68%
49 SUNPOWER CORP 1,573,634 14,038,000 0.64%
50 RAYONIER INC 454,122 12,054,000 0.55%
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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.