Impax Asset Management as of June 30, 2013
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 40 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pentair Common | 7.1 | $59M | 1.0M | 57.82 | |
| Pall Corp Common | 6.7 | $56M | 841k | 66.42 | |
| Xylem Common (XYL) | 6.5 | $54M | 2.0M | 26.93 | |
| Itron Common (ITRI) | 5.6 | $46M | 1.1M | 42.44 | |
| Watts Water technologies Common (WTS) | 4.9 | $41M | 904k | 45.48 | |
| Ecolab Common (ECL) | 4.9 | $41M | 473k | 85.50 | |
| Clarcor Common | 4.5 | $38M | 718k | 52.46 | |
| Clean Harbors Common (CLH) | 4.5 | $37M | 733k | 50.71 | |
| Regal Beloit Common (RRX) | 4.3 | $36M | 545k | 65.24 | |
| Tetra Tech Common (TTEK) | 3.6 | $30M | 1.3M | 23.53 | |
| Borgwarner Common (BWA) | 3.1 | $26M | 299k | 86.47 | |
| LKQ Corp Common (LKQ) | 3.1 | $26M | 993k | 25.99 | |
| Stericycle Common (SRCL) | 3.1 | $25M | 230k | 110.91 | |
| American Water Works Common (AWK) | 2.9 | $24M | 592k | 41.23 | |
| Franklin Electric Common (FELE) | 2.8 | $24M | 695k | 33.76 | |
| Danaher Corp Common (DHR) | 2.6 | $22M | 345k | 63.32 | |
| California Water Service Common (CWT) | 2.3 | $20M | 1.0M | 19.53 | |
| Agilent Technologies Common (A) | 2.2 | $18M | 423k | 42.85 | |
| Roper Industries Common (ROP) | 2.2 | $18M | 145k | 124.22 | |
| Schnitzer Steel Inds Common (RDUS) | 2.0 | $17M | 728k | 23.40 | |
| Toro Common (TTC) | 2.0 | $16M | 358k | 45.51 | |
| Donaldson Common (DCI) | 1.9 | $16M | 440k | 35.85 | |
| Aqua America Common | 1.7 | $14M | 455k | 31.29 | |
| Badger Meter Common (BMI) | 1.7 | $14M | 311k | 44.54 | |
| Perkinelmer Common (RVTY) | 1.6 | $14M | 422k | 32.50 | |
| Ormat Technologies Common (ORA) | 1.6 | $13M | 552k | 23.58 | |
| Idex Corp Common (IEX) | 1.5 | $12M | 231k | 53.81 | |
| Power Integrations Common (POWI) | 1.4 | $12M | 294k | 40.74 | |
| Rexnord Corp Common | 1.1 | $9.3M | 555k | 16.85 | |
| Sims Group Common (SMSMY) | 0.9 | $7.7M | 1.0M | 7.56 | |
| Gorman-Rupp Common (GRC) | 0.9 | $7.7M | 241k | 31.84 | |
| Valmont Industries Common (VMI) | 0.9 | $7.4M | 51k | 143.27 | |
| Aegion Corp Common | 0.8 | $7.1M | 314k | 22.51 | |
| Emerson Electric Common (EMR) | 0.8 | $6.5M | 120k | 54.54 | |
| Thermo Fisher Scientific Common (TMO) | 0.6 | $5.3M | 62k | 84.75 | |
| Republic Services Common (RSG) | 0.5 | $3.8M | 110k | 34.10 | |
| Hubbell Common | 0.4 | $3.1M | 31k | 99.01 | |
| Acuity Brands Common (AYI) | 0.4 | $3.0M | 40k | 75.51 | |
| Metalico Common | 0.2 | $2.0M | 1.7M | 1.19 | |
| 3M Common (MMM) | 0.2 | $1.9M | 17k | 109.35 |
