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Institutional Investment Manager
Impax Asset Management (AIFM) Ltd
Impax Asset Management (AIFM) Ltd (CIK: 0001634155), located at 7th Floor, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 27 holdings with a total value of $308,382,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 STERICYCLE 129,938 18,243,000 5.92%
2 CLEAN HARBORS INC 318,175 18,057,000 5.86%
3 LKQ CORP 689,186 17,616,000 5.71%
4 XYLEM INC 487,538 17,074,000 5.54%
5 DONALDSON INC 434,364 16,376,000 5.31%
6 BORGWARNER INC 270,028 16,334,000 5.30%
7 PALL CORP 162,437 16,301,000 5.29%
8 GENERAC HLDGS INC 297,141 14,465,000 4.69%
9 CLARCOR Inc 210,107 13,874,000 4.50%
10 AMERICAN WTR WKS CO INC NEW 250,635 13,587,000 4.41%
11 Pentair plc 213,786 13,439,000 4.36%
12 TRINA SOLAR LIMITED 1,097,185 13,244,000 4.29%
13 ITRON INC 335,740 12,255,000 3.97%
14 WATTS WATER TECHNOLOGIES INC 210,262 11,553,000 3.75%
15 HOLLYSYS AUTOMATION TECHNOLO 562,826 11,173,000 3.62%
16 BADGER METER INC COM 174,055 10,431,000 3.38%
17 A O SMITH 158,062 10,381,000 3.37%
18 SENSATA TECHNOLOGIES HLDNG PLC SHS 179,542 10,315,000 3.34%
19 CALIFORNIA WTR SVC GROUP 407,359 9,977,000 3.24%
20 ORMAT TECHNOLOGIES INC 262,102 9,952,000 3.23%
21 TRIMBLE INC 318,152 8,014,000 2.60%
22 REGAL BELOIT CORP 84,508 6,767,000 2.19%
23 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,100,000 5,962,000 1.93%
24 ENERNOC INC 301,923 3,439,000 1.12%
25 SCHNITZER STL INDS 208,893 3,311,000 1.07%
26 FRANKLIN ELEC INC COM 83,801 3,196,000 1.04%
27 MUELLER WTR PRODS INC 309,244 3,046,000 0.99%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-15-000002, filed 2015.05.13).

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.