Impax Asset Management as of March 31, 2018
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 22 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 |
|---|---|---|---|---|---|
| Generac Holdings (GNRC) | 6.2 | $21M | 467k | 45.91 | |
| Power Integrations (POWI) | 6.1 | $21M | 309k | 68.35 | |
| Watts Water Technologies (WTS) | 5.6 | $19M | 250k | 77.70 | |
| Rayonier (RYN) | 5.6 | $19M | 551k | 35.18 | |
| American Water Works (AWK) | 5.6 | $19M | 236k | 82.13 | |
| Xylem (XYL) | 5.6 | $19M | 250k | 76.92 | |
| A. O. Smith Corporation (AOS) | 5.6 | $19M | 302k | 63.59 | |
| Ptc (PTC) | 5.4 | $19M | 239k | 78.01 | |
| Ormat Technologies (ORA) | 5.0 | $17M | 308k | 56.38 | |
| Itron (ITRI) | 4.8 | $17M | 233k | 71.55 | |
| Welbilt | 4.7 | $16M | 829k | 19.45 | |
| Franklin Electric (FELE) | 4.4 | $15M | 369k | 40.75 | |
| United Natural Foods (UNFI) | 4.3 | $15M | 345k | 42.94 | |
| Trimble Navigation (TRMB) | 4.2 | $15M | 403k | 35.88 | |
| Companhia de Saneamento Basi (SBS) | 4.2 | $14M | 1.4M | 10.59 | |
| Lennox International (LII) | 4.1 | $14M | 69k | 204.37 | |
| Clean Harbors (CLH) | 3.7 | $13M | 264k | 48.81 | |
| Badger Meter (BMI) | 3.5 | $12M | 254k | 47.15 | |
| Acuity Brands (AYI) | 3.4 | $12M | 84k | 139.19 | |
| Advanced Drain Sys Inc Del (WMS) | 3.0 | $10M | 399k | 25.90 | |
| Donaldson Company (DCI) | 2.8 | $9.5M | 211k | 45.05 | |
| Sunpower (SPWRQ) | 2.3 | $8.0M | 998k | 7.98 |
