Impax Asset Management as of Sept. 30, 2014
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 43 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pall Corporation | 6.9 | $80M | 959k | 83.71 | |
| Watts Water Technologies (WTS) | 5.7 | $66M | 1.1M | 58.25 | |
| Xylem (XYL) | 5.4 | $63M | 1.8M | 35.48 | |
| Pentair | 5.1 | $60M | 918k | 65.49 | |
| American Water Works (AWK) | 5.0 | $59M | 1.2M | 48.23 | |
| Trimble Navigation (TRMB) | 4.9 | $57M | 1.9M | 30.50 | |
| A. O. Smith Corporation (AOS) | 4.0 | $47M | 992k | 47.28 | |
| Danaher Corporation (DHR) | 3.8 | $45M | 590k | 76.05 | |
| California Water Service (CWT) | 3.7 | $44M | 1.9M | 22.44 | |
| Clarcor | 3.7 | $44M | 690k | 63.08 | |
| BorgWarner (BWA) | 3.6 | $42M | 793k | 52.61 | |
| Itron (ITRI) | 3.4 | $40M | 1.0M | 39.31 | |
| Roper Industries (ROP) | 3.2 | $38M | 260k | 146.29 | |
| Toro Company (TTC) | 2.8 | $33M | 555k | 59.37 | |
| Clean Harbors (CLH) | 2.5 | $29M | 546k | 53.91 | |
| Agilent Technologies Inc C ommon (A) | 2.4 | $28M | 495k | 57.07 | |
| Stericycle (SRCL) | 2.4 | $28M | 242k | 116.56 | |
| Mueller Water Products (MWA) | 2.3 | $27M | 3.2M | 8.28 | |
| Regal-beloit Corporation (RRX) | 2.1 | $25M | 383k | 64.44 | |
| PerkinElmer (RVTY) | 2.1 | $24M | 553k | 43.60 | |
| Schnitzer Steel Industries (RDUS) | 2.0 | $24M | 980k | 24.05 | |
| Generac Holdings (GNRC) | 2.0 | $23M | 566k | 40.54 | |
| IDEX Corporation (IEX) | 1.9 | $23M | 312k | 72.37 | |
| Aqua America | 1.8 | $21M | 901k | 23.53 | |
| Badger Meter (BMI) | 1.8 | $21M | 413k | 50.48 | |
| Donaldson Company (DCI) | 1.8 | $21M | 507k | 40.63 | |
| Ecolab (ECL) | 1.6 | $19M | 167k | 115.01 | |
| Flowserve Corporation (FLS) | 1.6 | $18M | 260k | 70.63 | |
| Rexnord | 1.5 | $17M | 608k | 28.45 | |
| Ormat Technologies (ORA) | 1.2 | $14M | 533k | 26.27 | |
| Hd Supply | 1.2 | $14M | 504k | 27.26 | |
| Valmont Industries (VMI) | 1.1 | $14M | 100k | 135.19 | |
| EnerNOC | 0.9 | $11M | 617k | 17.30 | |
| Tetra Tech (TTEK) | 0.8 | $9.7M | 388k | 24.98 | |
| Pool Corporation (POOL) | 0.8 | $9.6M | 179k | 53.92 | |
| Emerson Electric (EMR) | 0.7 | $8.5M | 135k | 62.58 | |
| Quanta Services (PWR) | 0.7 | $8.4M | 233k | 36.29 | |
| Sealed Air (SEE) | 0.3 | $3.5M | 102k | 34.88 | |
| Republic Services (RSG) | 0.3 | $3.3M | 84k | 39.22 | |
| LKQ Corporation (LKQ) | 0.3 | $3.1M | 1.2M | 2.68 | |
| Acuity Brands (AYI) | 0.2 | $3.0M | 25k | 117.70 | |
| Hubbell Incorporated | 0.2 | $2.7M | 22k | 120.53 | |
| Metali | 0.1 | $1.4M | 1.3M | 1.11 |
