Impax Asset Management as of June 30, 2017
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 22 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 |
|---|---|---|---|---|---|
| Clean Harbors (CLH) | 7.2 | $23M | 413k | 55.83 | |
| Xylem (XYL) | 6.2 | $20M | 357k | 55.43 | |
| A. O. Smith Corporation (AOS) | 5.7 | $18M | 325k | 56.33 | |
| Watts Water Technologies (WTS) | 5.6 | $18M | 283k | 63.20 | |
| Itron (ITRI) | 5.3 | $17M | 251k | 67.75 | |
| Ormat Technologies (ORA) | 5.2 | $17M | 284k | 58.68 | |
| American Water Works (AWK) | 5.2 | $17M | 212k | 77.95 | |
| Power Integrations (POWI) | 5.1 | $16M | 225k | 72.90 | |
| Trimble Navigation (TRMB) | 5.1 | $16M | 460k | 35.67 | |
| United Natural Foods (UNFI) | 5.0 | $16M | 440k | 36.70 | |
| Rayonier (RYN) | 4.8 | $15M | 531k | 28.77 | |
| Generac Holdings (GNRC) | 4.6 | $15M | 409k | 36.13 | |
| Franklin Electric (FELE) | 4.6 | $15M | 354k | 41.40 | |
| Companhia de Saneamento Basi (SBS) | 4.1 | $13M | 1.4M | 9.52 | |
| LKQ Corporation (LKQ) | 4.0 | $13M | 390k | 32.95 | |
| BorgWarner (BWA) | 4.0 | $13M | 303k | 42.36 | |
| Acuity Brands (AYI) | 3.9 | $13M | 61k | 203.28 | |
| California Water Service (CWT) | 3.8 | $12M | 331k | 36.80 | |
| Badger Meter (BMI) | 3.0 | $9.8M | 245k | 39.85 | |
| Sunpower (SPWRQ) | 2.9 | $9.3M | 998k | 9.34 | |
| Advanced Drain Sys Inc Del (WMS) | 2.5 | $8.0M | 399k | 20.10 | |
| Donaldson Company (DCI) | 2.4 | $7.6M | 166k | 45.54 |
