Dark
Light
System
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 (2016Q3)
Portfolio Summary: 25 holdings with a total value of $335,797,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 XYLEM INC 404,633 21,220,000 6.32%
2 WATTS WATER TECHNOLOGIES INC 293,449 19,017,000 5.66%
3 CLEAN HARBORS INC 392,279 18,812,000 5.60%
4 LKQ CORP 526,441 18,668,000 5.56%
5 ITRON INC 324,388 18,088,000 5.39%
6 POWER INTEGRATIONS INC COM 285,005 17,957,000 5.35%
7 HOLLYSYS AUTOMATION TECHNOLO 733,263 16,256,000 4.84%
8 TRIMBLE INC 566,332 16,174,000 4.82%
9 ORMAT TECHNOLOGIES INC 333,897 16,155,000 4.81%
10 FRANKLIN ELEC INC COM 392,612 15,970,000 4.76%
11 DONALDSON INC 420,645 15,703,000 4.68%
12 SENSATA TECHNOLOGIES HLDNG PLC SHS 383,203 14,857,000 4.42%
13 UNITED NATURAL FOODSINC 346,956 13,892,000 4.14%
14 A O SMITH 134,609 13,298,000 3.96%
15 AMERICAN WTR WKS CO INC NEW 164,153 12,284,000 3.66%
16 CALIFORNIA WTR SVC GROUP 382,096 12,255,000 3.65%
17 BORGWARNER INC 329,788 11,599,000 3.45%
18 COMPANHIA DE SANEAM ADRF SPONSORED ADR 1,225,746 11,350,000 3.38%
19 GENERAC HLDGS INC 303,755 11,024,000 3.28%
20 CLARCOR Inc 142,027 9,228,000 2.75%
21 TRINA SOLAR LIMITED 861,085 8,818,000 2.63%
22 RAYONIER INC 268,381 7,125,000 2.12%
23 BADGER METER INC COM 208,638 6,984,000 2.08%
24 SUNPOWER CORP 590,005 5,263,000 1.57%
25 ADVANCED DRAIN SYS INC DEL 157,997 3,800,000 1.13%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634155-16-000008, filed 2016.11.14).

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.