Impax Asset Management as of June 30, 2015
Portfolio Holdings for Impax Asset Management
Impax Asset Management holds 43 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 6.5 | $21M | 693k | 30.24 | |
| Pall Corporation | 5.9 | $19M | 153k | 124.45 | |
| Xylem (XYL) | 5.6 | $18M | 486k | 37.07 | |
| Stericycle (SRCL) | 5.4 | $18M | 131k | 133.88 | |
| Clean Harbors (CLH) | 5.3 | $17M | 318k | 53.75 | |
| Donaldson Company (DCI) | 4.9 | $16M | 438k | 35.94 | |
| BorgWarner (BWA) | 4.8 | $16M | 273k | 56.82 | |
| Pentair | 4.5 | $15M | 214k | 68.73 | |
| American Water Works (AWK) | 4.2 | $13M | 275k | 48.65 | |
| Clarcor | 4.1 | $13M | 211k | 62.24 | |
| Trina Solar | 4.0 | $13M | 1.1M | 11.63 | |
| Ormat Technologies (ORA) | 3.7 | $12M | 317k | 37.69 | |
| Generac Holdings (GNRC) | 3.7 | $12M | 299k | 39.75 | |
| Itron (ITRI) | 3.6 | $12M | 336k | 34.44 | |
| United Natural Foods (UNFI) | 3.4 | $11M | 171k | 63.69 | |
| Watts Water Technologies (WTS) | 3.4 | $11M | 209k | 51.85 | |
| A. O. Smith Corporation (AOS) | 3.1 | $10M | 140k | 71.98 | |
| Hollysys Automation Technolo (HOLI) | 3.0 | $9.6M | 401k | 24.04 | |
| Sensata Technologies Hldg Bv | 3.0 | $9.6M | 181k | 52.75 | |
| California Water Service (CWT) | 2.9 | $9.3M | 407k | 22.86 | |
| Trimble Navigation (TRMB) | 2.7 | $8.7M | 369k | 23.45 | |
| Franklin Electric (FELE) | 2.6 | $8.3M | 257k | 32.33 | |
| Badger Meter (BMI) | 2.1 | $6.9M | 108k | 63.44 | |
| Sunpower (SPWR) | 1.9 | $6.3M | 221k | 28.41 | |
| Regal-beloit Corporation (RRX) | 1.9 | $6.2M | 85k | 72.79 | |
| Companhia de Saneamento Basi (SBS) | 1.8 | $5.9M | 1.1M | 5.30 | |
| Schnitzer Steel Industries (RDUS) | 1.1 | $3.6M | 209k | 17.45 | |
| EnerNOC | 0.9 | $3.0M | 306k | 9.68 | |
| Ecolab (ECL) | 0.0 | $34k | 297.00 | 115.07 | |
| PerkinElmer (RVTY) | 0.0 | $31k | 594.00 | 52.64 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $28k | 709.00 | 39.19 | |
| Danaher Corporation (DHR) | 0.0 | $36k | 412.00 | 86.41 | |
| Pool Corporation (POOL) | 0.0 | $28k | 396.00 | 70.18 | |
| IDEX Corporation (IEX) | 0.0 | $19k | 247.00 | 78.58 | |
| Roper Industries (ROP) | 0.0 | $29k | 165.00 | 172.46 | |
| Toro Company (TTC) | 0.0 | $39k | 561.00 | 69.30 | |
| Mueller Water Products (MWA) | 0.0 | $32k | 3.5k | 9.10 | |
| Lindsay Corporation (LNN) | 0.0 | $17k | 198.00 | 87.91 | |
| Flowserve Corporation (FLS) | 0.0 | $19k | 346.00 | 53.75 | |
| Aqua America | 0.0 | $24k | 990.00 | 24.49 | |
| Rexnord | 0.0 | $21k | 891.00 | 23.91 | |
| Hd Supply | 0.0 | $26k | 742.00 | 35.18 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $26k | 891.00 | 29.33 |
