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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 (2016Q2)
Portfolio Summary: 24 holdings with a total value of $308,846,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 434,623 19,406,000 6.28%
2 CLEAN HARBORS INC 340,573 17,750,000 5.75%
3 ORMAT TECHNOLOGIES INC 393,317 17,208,000 5.57%
4 AMERICAN WTR WKS CO INC NEW 201,263 17,007,000 5.51%
5 WATTS WATER TECHNOLOGIES INC 291,238 16,965,000 5.49%
6 LKQ CORP 522,573 16,561,000 5.36%
7 UNITED NATURAL FOODSINC 345,459 16,159,000 5.23%
8 DONALDSON INC 420,645 14,453,000 4.68%
9 POWER INTEGRATIONS INC COM 283,217 14,176,000 4.59%
10 ITRON INC 321,880 13,870,000 4.49%
11 CALIFORNIA WTR SVC GROUP 382,096 13,347,000 4.32%
12 FRANKLIN ELEC INC COM 389,931 12,881,000 4.17%
13 HOLLYSYS AUTOMATION TECHNOLO 730,339 12,674,000 4.10%
14 A O SMITH 132,562 11,678,000 3.78%
15 TRIMBLE INC 477,052 11,621,000 3.76%
16 SENSATA TECHNOLOGIES HLDNG PLC SHS 319,983 11,161,000 3.61%
17 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,216,510 10,980,000 3.56%
18 BORGWARNER INC 326,958 9,652,000 3.13%
19 SUNPOWER CORP 590,005 9,139,000 2.96%
20 STERICYCLE 87,401 9,099,000 2.95%
21 TRINA SOLAR LIMITED 1,137,685 8,806,000 2.85%
22 CLARCOR Inc 140,507 8,546,000 2.77%
23 GENERAC HLDGS INC 231,315 8,089,000 2.62%
24 BADGER METER INC COM 104,319 7,618,000 2.47%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-16-000007, filed 2016.08.09).

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.