Impax Asset Management as of Dec. 31, 2014
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 25 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 6.0 | $19M | 488k | 38.05 | |
| Pall Corporation | 6.0 | $19M | 183k | 101.17 | |
| Stericycle (SRCL) | 5.6 | $17M | 131k | 131.08 | |
| LKQ Corporation (LKQ) | 5.5 | $17M | 599k | 28.12 | |
| BorgWarner (BWA) | 5.4 | $17M | 301k | 54.92 | |
| Clean Harbors (CLH) | 4.6 | $14M | 297k | 48.03 | |
| Itron (ITRI) | 4.6 | $14M | 336k | 42.29 | |
| Pentair | 4.6 | $14M | 214k | 66.38 | |
| Clarcor | 4.6 | $14M | 210k | 66.81 | |
| Generac Holdings (GNRC) | 4.5 | $14M | 297k | 46.74 | |
| Watts Water Technologies (WTS) | 4.3 | $13M | 210k | 63.37 | |
| Donaldson Company (DCI) | 4.3 | $13M | 340k | 38.64 | |
| American Water Works (AWK) | 4.1 | $13M | 239k | 53.29 | |
| A. O. Smith Corporation (AOS) | 4.1 | $13M | 224k | 56.38 | |
| Sensata Technologies Hldg Bv | 3.9 | $12M | 227k | 52.39 | |
| Badger Meter (BMI) | 3.4 | $10M | 175k | 59.31 | |
| California Water Service (CWT) | 3.2 | $10M | 407k | 24.61 | |
| Hollysys Automation Technolo (HOLI) | 3.2 | $9.8M | 403k | 24.42 | |
| Trimble Navigation (TRMB) | 3.2 | $9.8M | 370k | 26.54 | |
| Trina Solar | 3.1 | $9.5M | 1.0M | 9.26 | |
| Schnitzer Steel Industries (RDUS) | 3.0 | $9.2M | 408k | 22.56 | |
| Regal-beloit Corporation (RRX) | 2.8 | $8.7M | 116k | 75.40 | |
| Ormat Technologies (ORA) | 2.3 | $7.2M | 264k | 27.18 | |
| Companhia de Saneamento Basi (SBS) | 2.3 | $7.0M | 1.1M | 6.29 | |
| EnerNOC | 1.5 | $4.7M | 302k | 15.45 |
