Impax Asset Management as of Dec. 31, 2017
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 53 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 5.6 | $204M | 3.0M | 68.20 | |
| Danaher Corporation (DHR) | 5.3 | $191M | 2.1M | 92.82 | |
| Watts Water Technologies (WTS) | 5.1 | $184M | 2.4M | 75.95 | |
| Ecolab (ECL) | 5.1 | $183M | 1.4M | 134.18 | |
| American Water Works (AWK) | 4.8 | $173M | 1.9M | 91.49 | |
| Agilent Technologies Inc C ommon (A) | 4.0 | $146M | 2.2M | 66.97 | |
| IDEX Corporation (IEX) | 3.5 | $128M | 971k | 131.97 | |
| Trimble Navigation (TRMB) | 3.5 | $126M | 3.1M | 40.64 | |
| A. O. Smith Corporation (AOS) | 3.3 | $119M | 1.9M | 61.28 | |
| Companhia de Saneamento Basi (SBS) | 3.0 | $110M | 11M | 10.45 | |
| Sealed Air (SEE) | 3.0 | $109M | 2.2M | 49.30 | |
| Advanced Drain Sys Inc Del (WMS) | 2.9 | $105M | 4.4M | 23.85 | |
| Franklin Electric (FELE) | 2.7 | $96M | 2.1M | 45.90 | |
| Rexnord | 2.6 | $96M | 3.7M | 26.02 | |
| Acuity Brands (AYI) | 2.6 | $94M | 532k | 176.00 | |
| Itron (ITRI) | 2.5 | $90M | 1.3M | 68.20 | |
| Mueller Water Products (MWA) | 2.4 | $87M | 6.9M | 12.53 | |
| Ptc (PTC) | 2.3 | $84M | 1.4M | 60.77 | |
| California Water Service (CWT) | 2.2 | $79M | 1.7M | 45.35 | |
| Westrock (WRK) | 2.2 | $79M | 1.3M | 63.21 | |
| Power Integrations (POWI) | 2.0 | $72M | 977k | 73.55 | |
| Aqua America | 1.9 | $70M | 1.8M | 39.23 | |
| Badger Meter (BMI) | 1.6 | $57M | 1.2M | 47.80 | |
| PerkinElmer (RVTY) | 1.5 | $55M | 752k | 73.12 | |
| Waste Management (WM) | 1.4 | $52M | 599k | 86.30 | |
| Lindsay Corporation (LNN) | 1.4 | $51M | 572k | 88.20 | |
| Valmont Industries (VMI) | 1.4 | $50M | 300k | 165.85 | |
| Generac Holdings (GNRC) | 1.4 | $50M | 1.0M | 49.52 | |
| Pool Corporation (POOL) | 1.3 | $48M | 372k | 129.65 | |
| Hubbell (HUBB) | 1.3 | $47M | 346k | 135.34 | |
| Ormat Technologies (ORA) | 1.2 | $42M | 662k | 63.96 | |
| Rayonier (RYN) | 1.1 | $42M | 1.3M | 31.63 | |
| Waters Corporation (WAT) | 1.1 | $40M | 209k | 193.19 | |
| Praxair | 1.1 | $40M | 258k | 154.68 | |
| United Natural Foods (UNFI) | 1.0 | $38M | 767k | 49.27 | |
| Roper Industries (ROP) | 1.0 | $36M | 138k | 259.00 | |
| Darling International (DAR) | 0.9 | $34M | 1.9M | 18.13 | |
| Welbilt | 0.9 | $32M | 1.4M | 23.51 | |
| LKQ Corporation (LKQ) | 0.8 | $29M | 700k | 40.67 | |
| Lennox International (LII) | 0.8 | $28M | 136k | 208.26 | |
| Sunpower (SPWRQ) | 0.7 | $26M | 3.1M | 8.43 | |
| Sprouts Fmrs Mkt (SFM) | 0.7 | $24M | 1.0M | 24.35 | |
| Clean Harbors (CLH) | 0.7 | $23M | 432k | 54.20 | |
| Sonoco Products Company (SON) | 0.6 | $22M | 410k | 53.14 | |
| Starbucks Corporation (SBUX) | 0.6 | $21M | 369k | 57.43 | |
| Fortive (FTV) | 0.6 | $21M | 283k | 72.35 | |
| Campbell Soup Company (CPB) | 0.6 | $20M | 417k | 48.11 | |
| BorgWarner (BWA) | 0.5 | $19M | 376k | 51.09 | |
| Bemis Company | 0.5 | $18M | 382k | 47.79 | |
| Donaldson Company (DCI) | 0.3 | $12M | 239k | 48.95 | |
| Middlesex Water Company (MSEX) | 0.3 | $10M | 260k | 39.91 | |
| Autodesk (ADSK) | 0.3 | $9.5M | 91k | 104.83 | |
| 3M Company (MMM) | 0.1 | $4.3M | 18k | 235.38 |
