Impax Asset Management as of Dec. 31, 2013
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 41 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pentair | 7.6 | $82M | 1.1M | 77.57 | |
| Pall Corporation | 7.2 | $78M | 909k | 85.26 | |
| Clean Harbors (CLH) | 5.2 | $57M | 948k | 59.72 | |
| Clarcor | 4.8 | $52M | 805k | 64.42 | |
| Xylem (XYL) | 4.8 | $52M | 1.5M | 34.62 | |
| Watts Water Technologies (WTS) | 4.7 | $51M | 821k | 61.75 | |
| Itron (ITRI) | 4.2 | $46M | 1.1M | 41.45 | |
| Tetra Tech (TTEK) | 3.5 | $38M | 1.4M | 28.00 | |
| California Water Service (CWT) | 3.4 | $36M | 1.6M | 23.07 | |
| BorgWarner (BWA) | 3.2 | $34M | 617k | 55.83 | |
| Schnitzer Steel Industries (RDUS) | 3.1 | $34M | 1.0M | 32.83 | |
| LKQ Corporation (LKQ) | 3.1 | $33M | 1.0M | 32.86 | |
| American Water Works (AWK) | 3.0 | $33M | 774k | 42.26 | |
| Roper Industries (ROP) | 2.9 | $31M | 224k | 138.68 | |
| Danaher Corporation (DHR) | 2.8 | $30M | 392k | 77.22 | |
| Trimble Navigation (TRMB) | 2.8 | $30M | 859k | 34.72 | |
| Franklin Electric (FELE) | 2.7 | $29M | 658k | 44.62 | |
| PerkinElmer (RVTY) | 2.6 | $28M | 685k | 41.23 | |
| Regal-beloit Corporation (RRX) | 2.6 | $28M | 380k | 73.80 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $27M | 471k | 57.29 | |
| Stericycle (SRCL) | 2.5 | $27M | 232k | 115.96 | |
| Aegion | 1.9 | $21M | 936k | 21.89 | |
| Donaldson Company (DCI) | 1.9 | $20M | 467k | 43.43 | |
| Valmont Industries (VMI) | 1.8 | $19M | 130k | 149.30 | |
| Badger Meter (BMI) | 1.6 | $17M | 319k | 54.30 | |
| Rexnord | 1.6 | $17M | 628k | 27.01 | |
| IDEX Corporation (IEX) | 1.5 | $17M | 226k | 73.85 | |
| Ormat Technologies (ORA) | 1.4 | $15M | 568k | 27.19 | |
| Mueller Water Products (MWA) | 1.4 | $15M | 1.6M | 9.37 | |
| Lindsay Corporation (LNN) | 1.4 | $15M | 179k | 82.75 | |
| Ecolab (ECL) | 1.1 | $12M | 116k | 104.49 | |
| Emerson Electric (EMR) | 1.1 | $12M | 169k | 70.18 | |
| Aqua America | 0.9 | $10M | 432k | 23.59 | |
| Toro Company (TTC) | 0.9 | $9.9M | 155k | 63.74 | |
| Quanta Services (PWR) | 0.8 | $8.1M | 257k | 31.56 | |
| Acuity Brands (AYI) | 0.4 | $4.4M | 40k | 109.33 | |
| Republic Services (RSG) | 0.3 | $3.5M | 105k | 33.38 | |
| Metali | 0.3 | $3.4M | 1.7M | 2.05 | |
| 3M Company (MMM) | 0.3 | $3.0M | 21k | 140.23 | |
| Hubbell Incorporated | 0.2 | $2.4M | 22k | 108.91 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | 10k | 111.44 |
