IMPAX ASSET MANAGEMENT LTD
NORFOLK HOUSE, LONDON, , SW1Y 4JR, (44207) 434-1122
Report Date: 12/31/2012
Position Statistics:
| Total Positions | 43 |
| New Positions | 1 |
| Increased Positions | 17 |
| Decreased Positions | 24 |
| Positions with Activity | 41 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
685 |
Sector Weighting
| Basic Materials | 10.71% |
| Capital Goods | 24.01% |
| Conglomerates | |
| Consumer Cyclical | 17.5% |
| Consumer/Non-Cyclical | 4.21% |
| Energy | |
| Financial | |
| Healthcare | 1.46% |
| Services | 15.36% |
| Technology | 21.98% |
| Transportation | |
| Utilities | 4.78% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
43 Positions as of 12/31/2012
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| PALL CORP | COM | 45,236 | 1,412 | 3.22 | 633,825 |
| WATTS WATER TECHNOLOGIES INC | CL A | 44,240 | -7,670 | (14.78) | 937,682 |
| LKQ CORP | COM | 37,459 | -2,026 | (5.13) | 1,458,698 |
| CLARCOR INC | COM | 36,840 | 341 | .93 | 669,697 |
| REGAL BELOIT CORP | COM | 35,615 | 731 | 2.09 | 524,215 |
| PENTAIR LTD | SHS | 33,769 | -10,143 | (23.1) | 584,040 |
| ITRON INC | COM | 33,564 | -940 | (2.73) | 784,199 |
| CLEAN HARBORS INC | COM | 32,425 | -3,193 | (8.97) | 557,234 |
| XYLEM INC | COM | 32,307 | 344 | 1.08 | 1,116,731 |
| POWER INTEGRATIONS INC | COM | 31,525 | 2,929 | 10.24 | 706,998 |
| ECOLAB INC | COM | 28,818 | -4,746 | (14.14) | 323,473 |
| BORGWARNER INC | COM | 24,587 | 24,587 | New | 288,078 |
| TETRA TECH INC NEW | COM | 23,630 | 169 | .72 | 819,365 |
| STERICYCLE INC | COM | 23,113 | -6,320 | (21.47) | 204,518 |
| FRANKLIN ELEC INC | COM | 19,466 | -493 | (2.47) | 578,490 |
| ORMAT TECHNOLOGIES INC | COM | 17,581 | -4,866 | (21.68) | 745,912 |
| ICF INTL INC | COM | 17,139 | -953 | (5.27) | 593,646 |
| DONALDSON INC | COM | 16,629 | 2,674 | 19.16 | 435,540 |
| CREE INC | COM | 13,619 | -590 | (4.15) | 225,810 |
| BADGER METER INC | COM | 13,510 | -7,553 | (35.86) | 301,087 |
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