Impax Asset Management as of March 31, 2015
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 55 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 4.9 | $75M | 2.1M | 35.02 | |
| American Water Works (AWK) | 4.6 | $70M | 1.3M | 54.21 | |
| Pentair | 4.6 | $70M | 1.1M | 62.89 | |
| Watts Water Technologies (WTS) | 3.8 | $57M | 1.0M | 55.02 | |
| Pall Corporation | 3.6 | $55M | 548k | 100.39 | |
| Danaher Corporation (DHR) | 3.4 | $51M | 600k | 85.00 | |
| California Water Service (CWT) | 3.3 | $50M | 2.0M | 24.51 | |
| Stericycle (SRCL) | 3.2 | $49M | 351k | 140.43 | |
| Roper Industries (ROP) | 3.2 | $48M | 281k | 172.00 | |
| PerkinElmer (RVTY) | 3.1 | $48M | 934k | 51.14 | |
| Agilent Technologies Inc C ommon (A) | 3.1 | $46M | 1.1M | 41.62 | |
| Itron (ITRI) | 2.9 | $44M | 1.2M | 36.51 | |
| BorgWarner (BWA) | 2.9 | $44M | 725k | 60.48 | |
| Trina Solar | 2.6 | $40M | 3.3M | 12.09 | |
| Toro Company (TTC) | 2.5 | $38M | 542k | 70.30 | |
| Advanced Drain Sys Inc Del (WMS) | 2.5 | $38M | 1.3M | 29.94 | |
| IDEX Corporation (IEX) | 2.3 | $34M | 454k | 75.83 | |
| Mueller Water Products (MWA) | 2.2 | $33M | 3.4M | 9.85 | |
| Companhia de Saneamento Basi (SBS) | 2.2 | $33M | 6.0M | 5.47 | |
| A. O. Smith Corporation (AOS) | 2.2 | $33M | 500k | 65.66 | |
| Clean Harbors (CLH) | 2.1 | $31M | 553k | 56.77 | |
| Ecolab (ECL) | 2.0 | $31M | 270k | 114.60 | |
| Clarcor | 2.0 | $31M | 467k | 66.06 | |
| Trimble Navigation (TRMB) | 2.0 | $31M | 1.2M | 25.20 | |
| LKQ Corporation (LKQ) | 1.9 | $29M | 1.1M | 25.56 | |
| Regal-beloit Corporation (RRX) | 1.9 | $29M | 358k | 80.09 | |
| Delphi Automotive | 1.8 | $27M | 335k | 79.74 | |
| Aqua America | 1.6 | $25M | 939k | 26.35 | |
| Donaldson Company (DCI) | 1.6 | $24M | 638k | 37.71 | |
| Hd Supply | 1.6 | $24M | 769k | 31.15 | |
| Pool Corporation (POOL) | 1.6 | $24M | 337k | 69.76 | |
| Quanta Services (PWR) | 1.5 | $23M | 813k | 28.53 | |
| Rexnord | 1.5 | $22M | 832k | 26.69 | |
| Badger Meter (BMI) | 1.3 | $19M | 318k | 59.94 | |
| Acuity Brands (AYI) | 1.1 | $17M | 100k | 168.16 | |
| Generac Holdings (GNRC) | 1.1 | $16M | 329k | 48.69 | |
| Ingersoll-rand Co Ltd-cl A | 0.9 | $14M | 210k | 68.08 | |
| Lindsay Corporation (LNN) | 0.9 | $14M | 186k | 76.25 | |
| Hollysys Automation Technolo (HOLI) | 0.9 | $13M | 657k | 19.87 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $12M | 93k | 134.48 | |
| Sensata Technologies Hldg Bv | 0.8 | $11M | 197k | 57.45 | |
| Sealed Air (SEE) | 0.7 | $11M | 237k | 45.56 | |
| Ormat Technologies (ORA) | 0.7 | $11M | 285k | 38.00 | |
| Valmont Industries (VMI) | 0.7 | $10M | 81k | 123.20 | |
| Rockwell Automation (ROK) | 0.6 | $9.1M | 78k | 115.99 | |
| Flowserve Corporation (FLS) | 0.6 | $9.0M | 159k | 56.62 | |
| Hubbell Incorporated | 0.6 | $8.8M | 80k | 109.62 | |
| Republic Services (RSG) | 0.5 | $7.0M | 172k | 40.78 | |
| 3M Company (MMM) | 0.4 | $6.7M | 41k | 164.94 | |
| Franklin Electric (FELE) | 0.4 | $6.7M | 175k | 38.15 | |
| EnerNOC | 0.3 | $5.3M | 461k | 11.40 | |
| Power Integrations (POWI) | 0.2 | $3.6M | 70k | 52.08 | |
| Schnitzer Steel Industries (RDUS) | 0.2 | $3.6M | 230k | 15.86 | |
| MasTec (MTZ) | 0.1 | $1.4M | 71k | 19.30 | |
| Chart Industries (GTLS) | 0.0 | $663k | 19k | 35.08 |
