Impax Asset Management as of Sept. 30, 2017
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 23 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 |
|---|---|---|---|---|---|
| Clean Harbors (CLH) | 7.0 | $24M | 421k | 56.70 | |
| Xylem (XYL) | 6.0 | $21M | 329k | 62.63 | |
| Watts Water Technologies (WTS) | 5.9 | $20M | 291k | 69.20 | |
| Generac Holdings (GNRC) | 5.6 | $19M | 417k | 45.93 | |
| Itron (ITRI) | 5.6 | $19M | 245k | 77.45 | |
| A. O. Smith Corporation (AOS) | 5.2 | $18M | 298k | 59.43 | |
| Ormat Technologies (ORA) | 5.2 | $18M | 290k | 61.05 | |
| American Water Works (AWK) | 5.2 | $18M | 217k | 80.91 | |
| Power Integrations (POWI) | 4.8 | $17M | 225k | 73.20 | |
| Franklin Electric (FELE) | 4.7 | $16M | 354k | 44.85 | |
| Ptc (PTC) | 4.6 | $16M | 277k | 56.28 | |
| Trimble Navigation (TRMB) | 4.5 | $15M | 392k | 39.25 | |
| Rayonier (RYN) | 4.5 | $15M | 531k | 28.89 | |
| United Natural Foods (UNFI) | 4.2 | $14M | 343k | 41.59 | |
| LKQ Corporation (LKQ) | 4.1 | $14M | 390k | 35.99 | |
| Acuity Brands (AYI) | 4.0 | $14M | 79k | 171.28 | |
| California Water Service (CWT) | 3.8 | $13M | 339k | 38.15 | |
| Badger Meter (BMI) | 3.6 | $12M | 254k | 49.00 | |
| Companhia de Saneamento Basi (SBS) | 3.6 | $12M | 1.2M | 10.46 | |
| Advanced Drain Sys Inc Del (WMS) | 2.4 | $8.1M | 399k | 20.25 | |
| Donaldson Company (DCI) | 2.2 | $7.6M | 166k | 45.94 | |
| Sunpower (SPWRQ) | 2.1 | $7.3M | 998k | 7.29 | |
| Lennox International (LII) | 1.3 | $4.5M | 25k | 178.96 |
