Impax Asset Management as of Sept. 30, 2015
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 27 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Water Works (AWK) | 7.0 | $18M | 330k | 55.06 | |
| Xylem (XYL) | 6.5 | $17M | 519k | 32.84 | |
| Clean Harbors (CLH) | 5.4 | $14M | 321k | 43.97 | |
| BorgWarner (BWA) | 5.2 | $14M | 325k | 41.58 | |
| Stericycle (SRCL) | 5.0 | $13M | 95k | 139.20 | |
| LKQ Corporation (LKQ) | 4.5 | $12M | 418k | 28.35 | |
| Trina Solar | 4.3 | $11M | 1.3M | 8.95 | |
| Watts Water Technologies (WTS) | 4.3 | $11M | 211k | 52.83 | |
| Ormat Technologies (ORA) | 4.2 | $11M | 319k | 33.99 | |
| Power Integrations (POWI) | 4.1 | $11M | 256k | 42.17 | |
| Itron (ITRI) | 4.1 | $11M | 336k | 31.90 | |
| United Natural Foods (UNFI) | 4.0 | $11M | 217k | 48.51 | |
| A. O. Smith Corporation (AOS) | 3.5 | $9.1M | 140k | 65.19 | |
| California Water Service (CWT) | 3.5 | $9.1M | 411k | 22.10 | |
| Generac Holdings (GNRC) | 3.5 | $9.0M | 300k | 30.08 | |
| Pentair | 3.4 | $8.9M | 174k | 51.01 | |
| Donaldson Company (DCI) | 3.4 | $8.8M | 315k | 28.08 | |
| Franklin Electric (FELE) | 3.1 | $8.0M | 296k | 27.22 | |
| Sensata Technologies Hldg Bv | 3.1 | $8.0M | 181k | 44.32 | |
| Hollysys Automation Technolo (HOLI) | 3.0 | $7.9M | 454k | 17.48 | |
| Clarcor | 3.0 | $7.8M | 164k | 47.68 | |
| Sunpower (SPWRQ) | 2.7 | $6.9M | 346k | 20.04 | |
| Badger Meter (BMI) | 2.4 | $6.3M | 108k | 58.08 | |
| Trimble Navigation (TRMB) | 2.3 | $6.1M | 369k | 16.41 | |
| Regal-beloit Corporation (RRX) | 1.9 | $4.8M | 85k | 56.66 | |
| Companhia de Saneamento Basi (SBS) | 1.6 | $4.3M | 1.1M | 3.88 | |
| EnerNOC | 0.9 | $2.4M | 306k | 7.90 |
