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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 (2015Q2)
Portfolio Summary: 43 holdings with a total value of $322,868,706.
#
Name
Shares
Value ($)
%
Options
Notes
1 LKQ CORP 693,286 20,965,151 6.49%
2 PALL CORP 152,570 18,987,337 5.88%
3 XYLEM INC 486,178 18,022,618 5.58%
4 STERICYCLE 130,738 17,503,410 5.42%
5 CLEAN HARBORS INC 318,175 17,101,744 5.30%
6 DONALDSON INC 437,864 15,735,271 4.87%
7 BORGWARNER INC 273,128 15,519,448 4.81%
8 Pentair plc 213,864 14,699,120 4.55%
9 AMERICAN WTR WKS CO INC NEW 275,412 13,398,496 4.15%
10 CLARCOR Inc 211,305 13,151,623 4.07%
11 TRINA SOLAR LIMITED 1,106,985 12,874,848 3.99%
12 ORMAT TECHNOLOGIES INC 317,202 11,955,171 3.70%
13 GENERAC HLDGS INC 298,541 11,867,005 3.68%
14 ITRON INC 336,003 11,571,943 3.58%
15 UNITED NATURAL FOODSINC 171,219 10,904,845 3.38%
16 WATTS WATER TECHNOLOGIES INC 208,842 10,828,458 3.35%
17 A O SMITH 140,176 10,089,868 3.13%
18 HOLLYSYS AUTOMATION TECHNOLO 401,226 9,645,254 2.99%
19 SENSATA TECHNOLOGIES HLDNG PLC SHS 181,442 9,570,963 2.96%
20 CALIFORNIA WTR SVC GROUP 406,665 9,296,161 2.88%
21 TRIMBLE INC 369,446 8,663,717 2.68%
22 FRANKLIN ELEC INC COM 256,931 8,306,579 2.57%
23 BADGER METER INC COM 108,355 6,874,338 2.13%
24 SUNPOWER CORP 220,620 6,267,814 1.94%
25 REGAL BELOIT CORP 85,108 6,194,795 1.92%
26 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,105,750 5,856,782 1.81%
27 SCHNITZER STL INDS 208,893 3,645,394 1.13%
28 ENERNOC INC 305,923 2,961,727 0.92%
29 TORO CO 561 38,875 0.01%
30 DANAHER CORP DEL 412 35,601 0.01%
31 ECOLAB INC 297 34,176 0.01%
32 MUELLER WTR PRODS INC 3,481 31,677 0.01%
33 PERKINELMER INC 594 31,268 0.01%
34 ROPER TECHNOLOGIES INC 165 28,456 0.01%
35 POOL CORPORATION 396 27,791 0.01%
36 AGILENT TECHNOLOGIES INC 709 27,783 0.01%
37 ADVANCED DRAIN SYS INC DEL 891 26,133 0.01%
38 HD Supply Holdings Inc 742 26,104 0.01%
39 AQUA AMERICA INC 990 24,245 0.01%
40 REXNORD CORP NEW COM 891 21,304 0.01%
41 IDEX CORP 247 19,409 0.01%
42 FLOWSERVE CORP 346 18,598 0.01%
43 LINDSAY CORP COM 198 17,406 0.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-15-000003, filed 2015.08.12).

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.