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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 (2015Q3)
Portfolio Summary: 27 holdings with a total value of $260,620,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN WTR WKS CO INC NEW 329,735 18,156,000 6.97%
2 XYLEM INC 518,538 17,029,000 6.53%
3 CLEAN HARBORS INC 320,675 14,100,000 5.41%
4 BORGWARNER INC 324,828 13,507,000 5.18%
5 STERICYCLE 94,598 13,168,000 5.05%
6 LKQ CORP 417,986 11,850,000 4.55%
7 TRINA SOLAR LIMITED 1,259,085 11,270,000 4.32%
8 WATTS WATER TECHNOLOGIES INC 210,562 11,124,000 4.27%
9 ORMAT TECHNOLOGIES INC 318,502 10,827,000 4.15%
10 POWER INTEGRATIONS INC COM 256,110 10,800,000 4.14%
11 ITRON INC 335,640 10,707,000 4.11%
12 UNITED NATURAL FOODSINC 216,619 10,508,000 4.03%
13 A O SMITH 139,962 9,124,000 3.50%
14 CALIFORNIA WTR SVC GROUP 410,556 9,074,000 3.48%
15 GENERAC HLDGS INC 300,141 9,028,000 3.46%
16 Pentair plc 173,886 8,870,000 3.40%
17 DONALDSON INC 314,564 8,833,000 3.39%
18 FRANKLIN ELEC INC COM 295,531 8,045,000 3.09%
19 SENSATA TECHNOLOGIES HLDNG PLC SHS 181,442 8,042,000 3.09%
20 HOLLYSYS AUTOMATION TECHNOLO 454,226 7,940,000 3.05%
21 CLARCOR Inc 163,907 7,815,000 3.00%
22 SUNPOWER CORP 346,020 6,934,000 2.66%
23 BADGER METER INC COM 108,355 6,293,000 2.41%
24 TRIMBLE INC 368,852 6,053,000 2.32%
25 REGAL BELOIT CORP 85,108 4,822,000 1.85%
26 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,104,100 4,284,000 1.64%
27 ENERNOC INC 305,923 2,417,000 0.93%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-15-000004, filed 2015.11.12).

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.