Impax Asset Management as of June 30, 2017
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 53 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 5.8 | $171M | 3.1M | 55.43 | |
| Watts Water Technologies (WTS) | 5.4 | $160M | 2.5M | 63.20 | |
| Ecolab (ECL) | 4.8 | $144M | 1.1M | 132.75 | |
| American Water Works (AWK) | 4.8 | $143M | 1.8M | 77.95 | |
| Danaher Corporation (DHR) | 4.6 | $138M | 1.6M | 84.39 | |
| Agilent Technologies Inc C ommon (A) | 3.6 | $109M | 1.8M | 59.31 | |
| Trimble Navigation (TRMB) | 3.5 | $105M | 3.0M | 35.67 | |
| Itron (ITRI) | 3.5 | $103M | 1.5M | 67.75 | |
| IDEX Corporation (IEX) | 3.4 | $103M | 907k | 113.01 | |
| A. O. Smith Corporation (AOS) | 3.4 | $100M | 1.8M | 56.33 | |
| Advanced Drain Sys Inc Del (WMS) | 2.9 | $86M | 4.3M | 20.10 | |
| Companhia de Saneamento Basi (SBS) | 2.9 | $86M | 9.0M | 9.52 | |
| Sealed Air (SEE) | 2.7 | $81M | 1.8M | 44.76 | |
| Rexnord | 2.4 | $72M | 3.1M | 23.25 | |
| Hd Supply | 2.3 | $69M | 2.3M | 30.63 | |
| California Water Service (CWT) | 2.3 | $68M | 1.8M | 36.80 | |
| Aqua America | 2.2 | $66M | 2.0M | 33.30 | |
| Acuity Brands (AYI) | 2.2 | $64M | 317k | 203.28 | |
| Westrock (WRK) | 2.1 | $64M | 1.1M | 56.66 | |
| Franklin Electric (FELE) | 2.1 | $63M | 1.5M | 41.40 | |
| Mueller Water Products (MWA) | 2.0 | $59M | 5.1M | 11.68 | |
| BorgWarner (BWA) | 1.8 | $53M | 1.3M | 42.36 | |
| Roper Industries (ROP) | 1.8 | $52M | 225k | 231.53 | |
| LKQ Corporation (LKQ) | 1.7 | $52M | 1.6M | 32.95 | |
| Power Integrations (POWI) | 1.7 | $51M | 696k | 72.90 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $51M | 291k | 174.47 | |
| PerkinElmer (RVTY) | 1.5 | $46M | 670k | 68.14 | |
| United Natural Foods (UNFI) | 1.4 | $42M | 1.1M | 36.70 | |
| Clean Harbors (CLH) | 1.4 | $42M | 748k | 55.83 | |
| Lindsay Corporation (LNN) | 1.4 | $42M | 469k | 89.25 | |
| Waste Management (WM) | 1.3 | $38M | 524k | 73.35 | |
| Badger Meter (BMI) | 1.3 | $38M | 948k | 39.85 | |
| Waters Corporation (WAT) | 1.1 | $32M | 176k | 183.84 | |
| Praxair | 1.1 | $31M | 236k | 132.55 | |
| Ormat Technologies (ORA) | 1.0 | $29M | 499k | 58.68 | |
| Rayonier (RYN) | 0.9 | $27M | 935k | 28.77 | |
| Generac Holdings (GNRC) | 0.9 | $26M | 720k | 36.13 | |
| Ptc (PTC) | 0.9 | $26M | 469k | 55.12 | |
| Hubbell (HUBB) | 0.9 | $26M | 230k | 113.17 | |
| Sunpower (SPWR) | 0.8 | $25M | 2.7M | 9.34 | |
| Pool Corporation (POOL) | 0.7 | $22M | 185k | 117.57 | |
| Darling International (DAR) | 0.7 | $20M | 1.2M | 15.74 | |
| Sprouts Fmrs Mkt (SFM) | 0.6 | $17M | 748k | 22.67 | |
| Fortive (FTV) | 0.6 | $17M | 266k | 63.35 | |
| Valmont Industries (VMI) | 0.5 | $15M | 100k | 149.60 | |
| Sonoco Products Company (SON) | 0.5 | $15M | 286k | 51.42 | |
| Donaldson Company (DCI) | 0.5 | $15M | 318k | 45.54 | |
| 3M Company (MMM) | 0.5 | $14M | 69k | 208.20 | |
| Campbell Soup Company (CPB) | 0.5 | $14M | 276k | 52.15 | |
| Bemis Company | 0.5 | $13M | 289k | 46.25 | |
| Gnc Holdings Inc Cl A | 0.4 | $13M | 1.5M | 8.43 | |
| Whole Foods Market | 0.4 | $11M | 264k | 42.11 | |
| Middlesex Water Company (MSEX) | 0.3 | $10M | 260k | 39.60 |
