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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 (2016Q1)
Portfolio Summary: 26 holdings with a total value of $318,686,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CLEAN HARBORS INC 390,903 19,290,000 6.05%
2 XYLEM INC 469,087 19,182,000 6.02%
3 AMERICAN WTR WKS CO INC NEW 267,785 18,456,000 5.79%
4 LKQ CORP 569,456 18,178,000 5.70%
5 ORMAT TECHNOLOGIES INC 393,317 16,210,000 5.09%
6 WATTS WATER TECHNOLOGIES INC 288,162 15,879,000 4.98%
7 POWER INTEGRATIONS INC COM 283,217 14,060,000 4.41%
8 ITRON INC 321,880 13,429,000 4.21%
9 DONALDSON INC 416,560 13,285,000 4.17%
10 HOLLYSYS AUTOMATION TECHNOLO 610,198 12,834,000 4.03%
11 BORGWARNER INC 326,958 12,550,000 3.94%
12 FRANKLIN ELEC INC COM 389,931 12,534,000 3.93%
13 UNITED NATURAL FOODSINC 308,319 12,425,000 3.90%
14 TRIMBLE INC 477,052 11,827,000 3.71%
15 TRINA SOLAR LIMITED 1,137,685 11,299,000 3.55%
16 STERICYCLE 87,401 11,028,000 3.46%
17 SENSATA TECHNOLOGIES HLDNG PLC SHS 280,192 10,887,000 3.42%
18 SUNPOWER CORP 473,734 10,579,000 3.32%
19 CALIFORNIA WTR SVC GROUP 382,096 10,210,000 3.20%
20 A O SMITH 132,562 10,110,000 3.17%
21 GENERAC HLDGS INC 231,315 8,608,000 2.70%
22 CLARCOR Inc 140,507 8,115,000 2.55%
23 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,195,400 7,890,000 2.48%
24 Pentair plc 129,753 7,039,000 2.21%
25 BADGER METER INC COM 104,319 6,933,000 2.18%
26 REGAL BELOIT CORP 92,408 5,849,000 1.84%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-16-000006, filed 2016.05.10).

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.