Impax Asset Management as of Sept. 30, 2013
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 41 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pentair Common | 7.5 | $69M | 1.1M | 64.97 | |
| Pall Corp Common | 7.2 | $67M | 863k | 77.13 | |
| Xylem Common (XYL) | 6.0 | $55M | 2.0M | 27.92 | |
| Itron Common (ITRI) | 5.0 | $46M | 1.1M | 42.86 | |
| Clean Harbors Common (CLH) | 5.0 | $46M | 782k | 58.57 | |
| Watts Water Technologies-A Common (WTS) | 4.9 | $45M | 795k | 56.31 | |
| Clarcor Common | 4.8 | $44M | 792k | 55.52 | |
| Tetra Tech Common (TTEK) | 3.9 | $36M | 1.4M | 25.86 | |
| LKQ Corp Common (LKQ) | 3.4 | $32M | 989k | 31.88 | |
| Borgwarner Common (BWA) | 3.3 | $30M | 298k | 101.37 | |
| Regal Beloit Common (RRX) | 3.1 | $29M | 421k | 68.10 | |
| Franklin Electric Common (FELE) | 3.1 | $28M | 713k | 39.36 | |
| Schnitzer Steel Common (RDUS) | 3.0 | $28M | 1.0M | 27.50 | |
| Danaher Corp Common (DHR) | 3.0 | $27M | 395k | 69.34 | |
| American Water Works Common (AWK) | 3.0 | $27M | 658k | 41.28 | |
| Stericycle Common (SRCL) | 2.8 | $26M | 222k | 115.55 | |
| Perkinelmer Common (RVTY) | 2.5 | $23M | 600k | 37.75 | |
| California Water Service Common (CWT) | 2.5 | $23M | 1.1M | 20.30 | |
| Agilent Technologies Common (A) | 2.5 | $23M | 439k | 51.34 | |
| Roper Industries Common (ROP) | 2.3 | $21M | 157k | 132.87 | |
| Donaldson Common (DCI) | 1.9 | $17M | 453k | 38.12 | |
| Rexnord Corp Common | 1.7 | $15M | 737k | 20.80 | |
| Ormat Technologies Common (ORA) | 1.6 | $15M | 557k | 26.75 | |
| Ecolab Common (ECL) | 1.6 | $15M | 149k | 98.90 | |
| Idex Corp Common (IEX) | 1.6 | $15M | 222k | 65.25 | |
| Badger Meter Common (BMI) | 1.6 | $15M | 311k | 46.50 | |
| Power Integrations Common (POWI) | 1.5 | $14M | 250k | 54.41 | |
| Trimble Navigation Common (TRMB) | 1.5 | $13M | 450k | 29.76 | |
| Valmont Industries Common (VMI) | 1.2 | $11M | 80k | 139.09 | |
| Aegion Corp Common | 1.1 | $11M | 444k | 23.72 | |
| Muelleer Water Products Common (MWA) | 1.1 | $10M | 1.3M | 7.99 | |
| Aqua America Common | 1.0 | $9.0M | 366k | 24.73 | |
| Toro Common (TTC) | 0.9 | $8.4M | 155k | 54.45 | |
| Emerson Electric Common (EMR) | 0.9 | $8.0M | 124k | 64.70 | |
| Gorman-Rupp Common (GRC) | 0.6 | $5.8M | 143k | 40.12 | |
| Acuity Brands Common (AYI) | 0.4 | $3.7M | 40k | 92.01 | |
| Republic Services Common (RSG) | 0.4 | $3.5M | 105k | 33.55 | |
| Hubbell Common | 0.3 | $3.0M | 29k | 104.75 | |
| Metalico Common | 0.3 | $2.4M | 1.7M | 1.41 | |
| 3M Common (MMM) | 0.2 | $2.3M | 19k | 119.43 | |
| Thermo Fisher Scientific Common (TMO) | 0.1 | $960k | 10k | 92.31 |
