Impax Asset Management as of March 31, 2014
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 41 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pall Corporation | 7.2 | $79M | 885k | 89.47 | |
| Watts Water Technologies (WTS) | 5.6 | $62M | 1.0M | 58.69 | |
| Pentair | 5.5 | $61M | 768k | 79.34 | |
| Xylem (XYL) | 5.0 | $55M | 1.5M | 36.42 | |
| Clean Harbors (CLH) | 4.8 | $53M | 963k | 54.79 | |
| Trimble Navigation (TRMB) | 4.3 | $48M | 1.2M | 38.87 | |
| Clarcor | 3.7 | $41M | 717k | 57.35 | |
| California Water Service (CWT) | 3.6 | $39M | 1.6M | 23.94 | |
| Itron (ITRI) | 3.5 | $39M | 1.1M | 35.54 | |
| Danaher Corporation (DHR) | 3.5 | $38M | 510k | 75.07 | |
| BorgWarner (BWA) | 3.4 | $38M | 613k | 61.48 | |
| American Water Works (AWK) | 3.2 | $36M | 787k | 45.40 | |
| LKQ Corporation (LKQ) | 3.2 | $35M | 1.3M | 26.35 | |
| Roper Industries (ROP) | 3.2 | $35M | 265k | 133.51 | |
| Schnitzer Steel Industries (RDUS) | 3.0 | $33M | 1.1M | 28.83 | |
| Tetra Tech (TTEK) | 2.6 | $29M | 974k | 29.58 | |
| PerkinElmer (RVTY) | 2.6 | $29M | 633k | 45.06 | |
| Regal-beloit Corporation (RRX) | 2.5 | $28M | 383k | 72.87 | |
| Valmont Industries (VMI) | 2.5 | $28M | 186k | 149.01 | |
| Agilent Technologies Inc C ommon (A) | 2.0 | $22M | 396k | 55.92 | |
| Stericycle (SRCL) | 2.0 | $22M | 193k | 113.58 | |
| Lindsay Corporation (LNN) | 1.9 | $21M | 241k | 88.18 | |
| Aqua America | 1.8 | $19M | 773k | 25.07 | |
| Mueller Water Products (MWA) | 1.8 | $19M | 2.0M | 9.50 | |
| Donaldson Company (DCI) | 1.7 | $19M | 446k | 42.41 | |
| Flowserve Corporation (FLS) | 1.6 | $17M | 221k | 78.45 | |
| Aegion | 1.6 | $17M | 687k | 25.31 | |
| A. O. Smith Corporation (AOS) | 1.6 | $17M | 372k | 46.02 | |
| Ormat Technologies (ORA) | 1.5 | $17M | 549k | 29.99 | |
| Ecolab (ECL) | 1.5 | $16M | 149k | 108.16 | |
| Generac Holdings (GNRC) | 1.4 | $15M | 259k | 58.96 | |
| Badger Meter (BMI) | 1.3 | $15M | 264k | 55.07 | |
| IDEX Corporation (IEX) | 1.3 | $14M | 196k | 72.89 | |
| Toro Company (TTC) | 1.2 | $13M | 203k | 63.19 | |
| Emerson Electric (EMR) | 0.8 | $9.0M | 135k | 66.80 | |
| EnerNOC | 0.7 | $7.4M | 331k | 22.29 | |
| Quanta Services (PWR) | 0.6 | $6.5M | 177k | 36.90 | |
| Republic Services (RSG) | 0.4 | $4.4M | 127k | 34.34 | |
| Acuity Brands (AYI) | 0.2 | $2.8M | 21k | 132.56 | |
| Hubbell Incorporated | 0.2 | $2.7M | 22k | 119.86 | |
| Metali | 0.2 | $2.4M | 1.5M | 1.64 |
