Impax Asset Management as of March 31, 2018
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 50 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 5.6 | $210M | 2.1M | 97.91 | |
| Xylem (XYL) | 5.6 | $210M | 2.7M | 76.92 | |
| Ecolab (ECL) | 5.2 | $198M | 1.4M | 137.07 | |
| American Water Works (AWK) | 4.9 | $186M | 2.3M | 82.13 | |
| Watts Water Technologies (WTS) | 4.7 | $176M | 2.3M | 77.70 | |
| Agilent Technologies Inc C ommon (A) | 4.2 | $159M | 2.4M | 66.90 | |
| IDEX Corporation (IEX) | 3.9 | $147M | 1.0M | 142.51 | |
| Trimble Navigation (TRMB) | 3.7 | $140M | 3.9M | 35.88 | |
| A. O. Smith Corporation (AOS) | 3.3 | $126M | 2.0M | 63.59 | |
| Sealed Air (SEE) | 3.0 | $112M | 2.6M | 42.79 | |
| Advanced Drain Sys Inc Del (WMS) | 3.0 | $111M | 4.3M | 25.90 | |
| Itron (ITRI) | 2.7 | $103M | 1.4M | 71.55 | |
| Companhia de Saneamento Basi (SBS) | 2.5 | $93M | 8.8M | 10.59 | |
| Ptc (PTC) | 2.5 | $94M | 1.2M | 78.01 | |
| Franklin Electric (FELE) | 2.4 | $91M | 2.2M | 40.75 | |
| Rexnord | 2.4 | $89M | 3.0M | 29.68 | |
| Westrock (WRK) | 2.3 | $85M | 1.3M | 64.17 | |
| Valmont Industries (VMI) | 2.1 | $80M | 547k | 146.30 | |
| Power Integrations (POWI) | 2.0 | $76M | 1.1M | 68.35 | |
| Mueller Water Products (MWA) | 2.0 | $75M | 6.9M | 10.87 | |
| Acuity Brands (AYI) | 2.0 | $74M | 530k | 139.19 | |
| Aqua America | 1.9 | $72M | 2.1M | 34.06 | |
| PerkinElmer (RVTY) | 1.9 | $71M | 937k | 75.72 | |
| Praxair | 1.7 | $65M | 449k | 144.30 | |
| Lindsay Corporation (LNN) | 1.5 | $58M | 634k | 91.44 | |
| Pool Corporation (POOL) | 1.5 | $58M | 395k | 146.22 | |
| Badger Meter (BMI) | 1.5 | $57M | 1.2M | 47.15 | |
| Waste Management (WM) | 1.4 | $55M | 650k | 84.12 | |
| Autodesk (ADSK) | 1.4 | $53M | 419k | 125.58 | |
| Welbilt | 1.4 | $52M | 2.7M | 19.45 | |
| Hubbell (HUBB) | 1.3 | $49M | 401k | 121.78 | |
| Waters Corporation (WAT) | 1.3 | $48M | 243k | 198.65 | |
| Generac Holdings (GNRC) | 1.2 | $47M | 1.0M | 45.91 | |
| Rayonier (RYN) | 1.2 | $47M | 1.3M | 35.18 | |
| Toro Company (TTC) | 1.2 | $46M | 733k | 62.45 | |
| Ormat Technologies (ORA) | 1.0 | $39M | 699k | 56.38 | |
| Darling International (DAR) | 0.9 | $35M | 2.0M | 17.30 | |
| Lennox International (LII) | 0.9 | $35M | 169k | 204.37 | |
| United Natural Foods (UNFI) | 0.9 | $33M | 762k | 42.94 | |
| Sunpower (SPWRQ) | 0.7 | $25M | 3.1M | 7.98 | |
| Sprouts Fmrs Mkt (SFM) | 0.7 | $25M | 1.0M | 23.47 | |
| Fortive (FTV) | 0.7 | $25M | 317k | 77.52 | |
| Sonoco Products Company (SON) | 0.6 | $24M | 490k | 48.50 | |
| Starbucks Corporation (SBUX) | 0.6 | $23M | 390k | 57.89 | |
| BorgWarner (BWA) | 0.6 | $21M | 411k | 50.23 | |
| Campbell Soup Company (CPB) | 0.5 | $21M | 473k | 43.31 | |
| Clean Harbors (CLH) | 0.5 | $18M | 359k | 48.81 | |
| Bemis Company | 0.4 | $17M | 382k | 43.52 | |
| Donaldson Company (DCI) | 0.3 | $13M | 281k | 45.05 | |
| Middlesex Water Company (MSEX) | 0.2 | $9.5M | 260k | 36.70 |
