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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 (2017Q1)
Portfolio Summary: 55 holdings with a total value of $2,415,724,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BEMIS INC 70,000 3,420,000 0.14%
2 STERICYCLE INC 52,431 4,346,000 0.18%
3 MIDDLESEX WTR CO 193,513 7,150,000 0.30%
4 GNC HLDGS INC 1,144,500 8,423,000 0.35%
5 SONOCO PRODS CO 162,100 8,578,000 0.36%
6 CAMPBELL SOUP CO 164,000 9,387,000 0.39%
7 WHOLE FOODS MKT INC 328,000 9,748,000 0.40%
8 VALMONT INDS INC 79,450 12,354,000 0.51%
9 3M CO 68,128 13,035,000 0.54%
10 FORTIVE CORP 216,674 13,048,000 0.54%
11 DONALDSON INC 294,512 13,407,000 0.55%
12 DARLING INGREDIENTS INC 929,750 13,500,000 0.56%
13 PTC INC 269,200 14,146,000 0.59%
14 SUNPOWER CORP 2,563,914 15,638,000 0.65%
15 SPROUTS FMRS MKT INC 748,300 17,301,000 0.72%
16 POOL CORPORATION 164,942 19,683,000 0.81%
17 HUBBELL INC 167,129 20,064,000 0.83%
18 RAYONIER INC 730,660 20,706,000 0.86%
19 GENERAC HLDGS INC 635,087 23,675,000 0.98%
20 PRAXAIR INC 205,282 24,346,000 1.01%
21 WATERS CORP 156,917 24,528,000 1.02%
22 ORMAT TECHNOLOGIES INC 487,729 27,838,000 1.15%
23 WASTE MGMT INC DEL 404,161 29,471,000 1.22%
24 BADGER METER INC COM 842,544 30,961,000 1.28%
25 ACUITY BRANDS INC 172,892 35,270,000 1.46%
26 THERMO FISHER SCIENTIFIC INC 231,796 35,604,000 1.47%
27 LINDSAY CORP 407,024 35,867,000 1.48%
28 PERKINELMER INC 649,790 37,727,000 1.56%
29 CLEAN HARBORS INC 710,919 39,533,000 1.64%
30 MUELLER WTR PRODUCTS INCORPORATED COM SER A 3,411,887 40,329,000 1.67%
31 LKQ CORP 1,411,505 41,314,000 1.71%
32 TORO CO 671,973 41,971,000 1.74%
33 UNITED NATURAL FOODSINC 971,450 41,995,000 1.74%
34 WESTROCK CO 825,213 42,936,000 1.78%
35 FRANKLIN ELEC INC COM 1,006,855 43,342,000 1.79%
36 POWER INTEGRATIONS INC COM 694,875 45,686,000 1.89%
37 SEALED AIR CORP NEW 1,086,647 47,356,000 1.96%
38 BORGWARNER INC 1,231,596 51,469,000 2.13%
39 AQUA AMERICA INC 1,673,172 53,792,000 2.23%
40 ROPER TECHNOLOGIES INC 283,381 58,515,000 2.42%
41 REXNORD CORP NEW COM 2,569,825 59,312,000 2.46%
42 ADVANCED DRAIN SYS INC DEL 2,826,458 61,895,000 2.56%
43 CALIFORNIA WTR SVC GROUP 1,747,183 62,633,000 2.59%
44 HD SUPPLY HLDGS INCORPORATED 1,569,326 64,539,000 2.67%
45 COMPANHIA DE SANEAMENTO BASI 6,619,404 68,908,000 2.85%
46 A O SMITH 1,532,660 78,410,000 3.25%
47 IDEX CORP 853,006 79,765,000 3.30%
48 ITRON INC 1,435,638 87,140,000 3.61%
49 AGILENT TECHNOLOGIES INC 1,676,734 88,649,000 3.67%
50 TRIMBLE INC 2,865,437 91,721,000 3.80%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001428948-17-000003, filed 2017.05.12).

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.