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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 (2016Q4)
Portfolio Summary: 63 holdings with a total value of $2,268,666,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WATTS WATER TECHNOLOGIES INC 1,573,901 102,616,000 4.52%
2 AMERICAN WTR WKS CO INC NEW 1,338,446 96,850,000 4.27%
3 XYLEM INC 1,932,098 95,678,000 4.22%
4 ECOLAB INC 799,358 93,931,000 4.14%
5 DANAHER CORP DEL 1,130,694 88,125,000 3.88%
6 TRIMBLE INC 2,753,456 83,020,000 3.66%
7 ITRON INC 1,285,729 80,805,000 3.56%
8 AGILENT TECHNOLOGIES INC 1,763,243 80,516,000 3.55%
9 A O SMITH 1,455,374 68,911,000 3.04%
10 IDEX CORP 714,632 64,360,000 2.84%
11 ROPER TECHNOLOGIES INC 321,115 58,790,000 2.59%
12 CALIFORNIA WTR SVC GROUP 1,729,948 58,652,000 2.59%
13 PERKINELMER INC 1,091,866 56,941,000 2.51%
14 ADVANCED DRAIN SYS INC DEL 2,698,485 55,592,000 2.45%
15 HD Supply Holdings Inc 1,279,326 54,384,000 2.40%
16 COMPANHIA DE SANEAM ADRF SPONSORED ADR 5,983,930 51,941,000 2.29%
17 TORO CO 900,831 50,522,000 2.23%
18 POWER INTEGRATIONS INC COM 655,347 44,463,000 1.96%
19 REXNORD CORP NEW COM 2,214,825 43,388,000 1.91%
20 BORGWARNER INC 1,077,350 42,491,000 1.87%
21 UNITED NATURAL FOODSINC 883,643 42,170,000 1.86%
22 FRANKLIN ELEC INC COM 1,061,833 41,301,000 1.82%
23 AQUA AMERICA INC 1,323,592 39,761,000 1.75%
24 SEALED AIR CORP NEW 856,669 38,841,000 1.71%
25 CLEAN HARBORS INC 656,153 36,516,000 1.61%
26 WESTROCK CO 717,371 36,421,000 1.61%
27 LKQ CORP 1,136,294 34,828,000 1.54%
28 MUELLER WTR PRODS INC 2,602,887 34,644,000 1.53%
29 DELPHI AUTOMOTIVE PLC 476,325 32,080,000 1.41%
30 WASTE MGMT INC DEL 435,617 30,890,000 1.36%
31 BADGER METER INC COM 823,248 30,421,000 1.34%
32 THERMO FISHER SCIENTIFIC INC 213,532 30,157,000 1.33%
33 LINDSAY CORP COM 399,024 29,771,000 1.31%
34 ORMAT TECHNOLOGIES INC 549,946 29,492,000 1.30%
35 Pentair plc 514,876 28,870,000 1.27%
36 INGERSOLL-RAND PLC 359,476 26,975,000 1.19%
37 SENSATA TECHNOLOGIES HLDNG PLC SHS 672,461 26,193,000 1.15%
38 HOLLYSYS AUTOMATION TECHNOLO 1,147,739 21,025,000 0.93%
39 ACUITY BRANDS INC 87,650 20,235,000 0.89%
40 PRAXAIR INC 170,832 20,020,000 0.88%
41 CLARCOR Inc 238,994 19,712,000 0.87%
42 RAYONIER INC 705,673 18,772,000 0.83%
43 GENERAC HLDGS INC 457,531 18,640,000 0.82%
44 HUBBELL INC 153,428 17,905,000 0.79%
45 POOL CORPORATION 164,942 17,210,000 0.76%
46 SUNPOWER CORP 2,434,757 16,096,000 0.71%
47 WATERS CORP 118,030 15,862,000 0.70%
48 VALMONT INDS INC 109,450 15,456,000 0.68%
49 TRINA SOLAR LIMITED 1,660,726 15,443,000 0.68%
50 DONALDSON INC 287,400 12,094,000 0.53%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-17-000002, filed 2017.02.14).

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.