Impax Asset Management as of Sept. 30, 2017
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 53 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 6.0 | $195M | 3.1M | 62.63 | |
| Watts Water Technologies (WTS) | 5.8 | $189M | 2.7M | 69.20 | |
| Danaher Corporation (DHR) | 4.8 | $157M | 1.8M | 85.78 | |
| American Water Works (AWK) | 4.8 | $157M | 1.9M | 80.91 | |
| Ecolab (ECL) | 4.7 | $154M | 1.2M | 128.61 | |
| Agilent Technologies Inc C ommon (A) | 4.1 | $135M | 2.1M | 64.20 | |
| IDEX Corporation (IEX) | 3.5 | $115M | 949k | 121.47 | |
| Trimble Navigation (TRMB) | 3.5 | $113M | 2.9M | 39.25 | |
| Itron (ITRI) | 3.4 | $110M | 1.4M | 77.45 | |
| A. O. Smith Corporation (AOS) | 3.4 | $110M | 1.8M | 59.43 | |
| Companhia de Saneamento Basi (SBS) | 2.8 | $93M | 8.8M | 10.46 | |
| Advanced Drain Sys Inc Del (WMS) | 2.8 | $91M | 4.5M | 20.25 | |
| Sealed Air (SEE) | 2.7 | $89M | 2.1M | 42.72 | |
| Franklin Electric (FELE) | 2.5 | $82M | 1.8M | 44.85 | |
| Rexnord | 2.5 | $81M | 3.2M | 25.41 | |
| Hd Supply | 2.5 | $80M | 2.2M | 36.07 | |
| California Water Service (CWT) | 2.2 | $73M | 1.9M | 38.15 | |
| Acuity Brands (AYI) | 2.1 | $70M | 410k | 171.28 | |
| Aqua America | 2.1 | $70M | 2.1M | 33.19 | |
| Westrock (WRK) | 2.1 | $70M | 1.2M | 56.73 | |
| Mueller Water Products (MWA) | 2.0 | $67M | 5.2M | 12.80 | |
| Ptc (PTC) | 2.0 | $65M | 1.2M | 56.28 | |
| Power Integrations (POWI) | 1.9 | $62M | 840k | 73.20 | |
| LKQ Corporation (LKQ) | 1.8 | $58M | 1.6M | 35.99 | |
| Roper Industries (ROP) | 1.6 | $51M | 210k | 243.40 | |
| PerkinElmer (RVTY) | 1.5 | $50M | 718k | 68.97 | |
| Badger Meter (BMI) | 1.4 | $46M | 948k | 49.00 | |
| Lindsay Corporation (LNN) | 1.4 | $46M | 496k | 91.90 | |
| Waste Management (WM) | 1.3 | $43M | 548k | 78.27 | |
| Pool Corporation (POOL) | 1.2 | $39M | 364k | 108.17 | |
| Clean Harbors (CLH) | 1.2 | $38M | 669k | 56.70 | |
| Ormat Technologies (ORA) | 1.1 | $37M | 606k | 61.05 | |
| Praxair | 1.1 | $35M | 252k | 139.74 | |
| Generac Holdings (GNRC) | 1.1 | $35M | 771k | 45.93 | |
| United Natural Foods (UNFI) | 1.1 | $35M | 831k | 41.59 | |
| Waters Corporation (WAT) | 1.1 | $34M | 190k | 179.52 | |
| Rayonier (RYN) | 1.0 | $33M | 1.1M | 28.89 | |
| Hubbell (HUBB) | 0.9 | $31M | 268k | 116.02 | |
| Darling International (DAR) | 0.7 | $23M | 1.3M | 17.52 | |
| Sunpower (SPWRQ) | 0.7 | $22M | 3.1M | 7.29 | |
| BorgWarner (BWA) | 0.6 | $19M | 376k | 51.23 | |
| Fortive (FTV) | 0.6 | $19M | 272k | 70.79 | |
| Sprouts Fmrs Mkt (SFM) | 0.6 | $18M | 973k | 18.77 | |
| Valmont Industries (VMI) | 0.6 | $18M | 114k | 158.10 | |
| Sonoco Products Company (SON) | 0.5 | $17M | 336k | 50.45 | |
| Bemis Company | 0.5 | $16M | 352k | 45.57 | |
| Campbell Soup Company (CPB) | 0.5 | $16M | 340k | 46.82 | |
| Starbucks Corporation (SBUX) | 0.5 | $15M | 276k | 53.71 | |
| Gnc Holdings Inc Cl A | 0.3 | $11M | 1.2M | 8.84 | |
| Donaldson Company (DCI) | 0.3 | $11M | 230k | 45.94 | |
| Middlesex Water Company (MSEX) | 0.3 | $10M | 260k | 39.27 | |
| Lennox International (LII) | 0.3 | $9.0M | 51k | 178.97 | |
| 3M Company (MMM) | 0.1 | $4.8M | 23k | 209.88 |
