Impax Asset Management as of Dec. 31, 2014
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 41 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) | 6.1 | $82M | 2.1M | 38.06 | |
| Pentair | 5.5 | $74M | 1.1M | 66.41 | |
| Pall Corporation | 5.3 | $71M | 702k | 101.20 | |
| American Water Works (AWK) | 4.9 | $65M | 1.2M | 53.30 | |
| A. O. Smith Corporation (AOS) | 4.2 | $57M | 1.0M | 56.40 | |
| Watts Water Technologies (WTS) | 4.1 | $55M | 864k | 63.42 | |
| Danaher Corporation (DHR) | 3.8 | $51M | 589k | 85.78 | |
| Itron (ITRI) | 3.7 | $49M | 1.2M | 42.29 | |
| California Water Service (CWT) | 3.5 | $47M | 1.9M | 24.61 | |
| Trimble Navigation (TRMB) | 3.3 | $44M | 1.6M | 26.54 | |
| BorgWarner (BWA) | 3.3 | $44M | 793k | 54.94 | |
| Roper Industries (ROP) | 3.2 | $43M | 272k | 156.35 | |
| Clarcor | 3.1 | $42M | 627k | 66.80 | |
| LKQ Corporation (LKQ) | 3.0 | $40M | 1.4M | 28.12 | |
| Stericycle (SRCL) | 2.7 | $36M | 275k | 131.09 | |
| Toro Company (TTC) | 2.7 | $36M | 559k | 63.99 | |
| Ecolab (ECL) | 2.4 | $32M | 308k | 104.74 | |
| Hd Supply | 2.3 | $31M | 1.0M | 29.49 | |
| Mueller Water Products (MWA) | 2.3 | $31M | 3.0M | 10.24 | |
| PerkinElmer (RVTY) | 2.3 | $30M | 688k | 43.73 | |
| Pool Corporation (POOL) | 2.2 | $30M | 471k | 63.44 | |
| Clean Harbors (CLH) | 2.2 | $29M | 607k | 48.04 | |
| IDEX Corporation (IEX) | 2.2 | $29M | 372k | 77.84 | |
| Generac Holdings (GNRC) | 2.1 | $28M | 607k | 46.75 | |
| Regal-beloit Corporation (RRX) | 2.0 | $27M | 361k | 75.38 | |
| Donaldson Company (DCI) | 2.0 | $27M | 702k | 38.64 | |
| Rexnord | 2.0 | $27M | 961k | 28.21 | |
| Agilent Technologies Inc C ommon (A) | 1.9 | $25M | 619k | 40.94 | |
| Aqua America | 1.9 | $25M | 941k | 26.70 | |
| Badger Meter (BMI) | 1.6 | $21M | 357k | 59.33 | |
| Flowserve Corporation (FLS) | 1.6 | $21M | 350k | 59.94 | |
| Schnitzer Steel Industries (RDUS) | 1.4 | $19M | 831k | 22.56 | |
| Advanced Drain Sys Inc Del (WMS) | 1.2 | $16M | 707k | 22.98 | |
| Ormat Technologies (ORA) | 1.1 | $15M | 532k | 27.18 | |
| EnerNOC | 0.7 | $9.6M | 619k | 15.45 | |
| Quanta Services (PWR) | 0.6 | $8.0M | 281k | 28.39 | |
| Sealed Air (SEE) | 0.4 | $5.6M | 132k | 42.43 | |
| Hubbell Incorporated | 0.4 | $5.5M | 51k | 106.83 | |
| Acuity Brands (AYI) | 0.3 | $3.9M | 28k | 140.07 | |
| Republic Services (RSG) | 0.2 | $3.4M | 84k | 40.45 | |
| Metali | 0.0 | $405k | 1.3M | 0.32 |
