Impax Asset Management as of June 30, 2014
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 44 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilent Technologies Inc C ommon (A) | 21.1 | $337M | 586k | 575.37 | |
| Pall Corporation | 5.3 | $85M | 1.0M | 85.38 | |
| Watts Water Technologies (WTS) | 5.0 | $81M | 1.3M | 61.71 | |
| Pentair | 4.4 | $70M | 971k | 72.11 | |
| Xylem (XYL) | 4.0 | $65M | 1.7M | 39.08 | |
| Trimble Navigation (TRMB) | 3.7 | $59M | 1.6M | 36.94 | |
| California Water Service (CWT) | 3.1 | $49M | 2.0M | 24.20 | |
| Clarcor | 3.0 | $48M | 781k | 61.84 | |
| Itron (ITRI) | 2.8 | $45M | 1.1M | 40.54 | |
| Roper Industries (ROP) | 2.8 | $44M | 301k | 146.01 | |
| Danaher Corporation (DHR) | 2.7 | $43M | 551k | 78.80 | |
| BorgWarner (BWA) | 2.7 | $43M | 663k | 65.19 | |
| Clean Harbors (CLH) | 2.6 | $42M | 656k | 64.26 | |
| American Water Works (AWK) | 2.6 | $42M | 845k | 49.45 | |
| A. O. Smith Corporation (AOS) | 2.4 | $39M | 779k | 49.57 | |
| Tetra Tech (TTEK) | 2.2 | $36M | 1.3M | 27.49 | |
| Valmont Industries (VMI) | 2.2 | $35M | 231k | 152.22 | |
| Regal-beloit Corporation (RRX) | 1.9 | $30M | 377k | 78.75 | |
| LKQ Corporation (LKQ) | 1.8 | $29M | 1.1M | 26.68 | |
| PerkinElmer (RVTY) | 1.8 | $28M | 605k | 46.84 | |
| Stericycle (SRCL) | 1.7 | $28M | 234k | 118.42 | |
| IDEX Corporation (IEX) | 1.7 | $27M | 330k | 80.74 | |
| Schnitzer Steel Industries (RDUS) | 1.6 | $26M | 980k | 26.08 | |
| Mueller Water Products (MWA) | 1.6 | $25M | 2.9M | 8.64 | |
| Flowserve Corporation (FLS) | 1.5 | $24M | 316k | 74.46 | |
| Generac Holdings (GNRC) | 1.4 | $23M | 462k | 48.74 | |
| Aqua America | 1.4 | $22M | 819k | 26.22 | |
| Donaldson Company (DCI) | 1.3 | $21M | 507k | 42.32 | |
| Toro Company (TTC) | 1.2 | $20M | 310k | 63.74 | |
| Lindsay Corporation (LNN) | 1.2 | $19M | 224k | 84.47 | |
| Badger Meter (BMI) | 1.1 | $17M | 319k | 52.61 | |
| Ormat Technologies (ORA) | 1.0 | $15M | 533k | 28.83 | |
| Ecolab (ECL) | 0.9 | $14M | 128k | 111.50 | |
| Quanta Services (PWR) | 0.8 | $13M | 364k | 34.58 | |
| Emerson Electric (EMR) | 0.8 | $12M | 185k | 66.36 | |
| Aegion | 0.6 | $9.3M | 400k | 23.27 | |
| EnerNOC | 0.6 | $9.1M | 479k | 18.95 | |
| Republic Services (RSG) | 0.3 | $4.8M | 127k | 38.15 | |
| Acuity Brands (AYI) | 0.3 | $4.4M | 32k | 138.26 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $3.6M | 31k | 118.14 | |
| 3M Company (MMM) | 0.2 | $3.5M | 24k | 143.22 | |
| Hubbell Incorporated | 0.2 | $2.8M | 22k | 123.16 | |
| Rexnord | 0.1 | $2.1M | 75k | 28.15 | |
| Metali | 0.1 | $1.8M | 1.4M | 1.26 |
