Impax Asset Management as of June 30, 2018
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 6.0 | $22M | 239k | 93.81 | |
| Welbilt | 5.5 | $21M | 937k | 22.31 | |
| Ormat Technologies (ORA) | 5.4 | $20M | 384k | 53.19 | |
| Generac Holdings (GNRC) | 5.4 | $20M | 391k | 51.73 | |
| Trimble Navigation (TRMB) | 5.3 | $20M | 615k | 32.84 | |
| American Water Works (AWK) | 5.3 | $20M | 236k | 85.38 | |
| Power Integrations (POWI) | 5.2 | $20M | 270k | 73.05 | |
| Watts Water Technologies (WTS) | 5.2 | $20M | 250k | 78.40 | |
| Sensata Technolo (ST) | 4.9 | $19M | 389k | 47.58 | |
| A. O. Smith Corporation (AOS) | 4.7 | $18M | 302k | 59.15 | |
| Franklin Electric (FELE) | 4.7 | $18M | 390k | 45.10 | |
| Xylem (XYL) | 4.6 | $17M | 258k | 67.38 | |
| Rayonier (RYN) | 4.5 | $17M | 435k | 38.69 | |
| United Natural Foods (UNFI) | 3.9 | $15M | 345k | 42.66 | |
| Clean Harbors (CLH) | 3.9 | $15M | 264k | 55.55 | |
| Itron (ITRI) | 3.7 | $14M | 233k | 60.05 | |
| Lennox International (LII) | 3.6 | $14M | 69k | 200.15 | |
| Companhia de Saneamento Basi (SBS) | 3.1 | $12M | 1.9M | 6.01 | |
| Advanced Drain Sys Inc Del (WMS) | 3.0 | $11M | 399k | 28.55 | |
| Badger Meter (BMI) | 3.0 | $11M | 254k | 44.70 | |
| Donaldson Company (DCI) | 2.9 | $11M | 243k | 45.12 | |
| Acuity Brands (AYI) | 2.6 | $9.7M | 84k | 115.88 | |
| Sunpower (SPWRQ) | 1.7 | $6.5M | 851k | 7.67 | |
| Ichor Holdings (ICHR) | 1.7 | $6.4M | 302k | 21.22 |
