IMPAX ASSET MANAGEMENT LTD Information

NORFOLK HOUSE, LONDON, , SW1Y 4JR, (44207) 434-1122

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 3
Increased Positions 32
Decreased Positions 10
Positions with Activity 42
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,252

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 10.78%
Capital Goods 30.27%
Conglomerates
Consumer Cyclical 11.31%
Consumer/Non-Cyclical 1.18%
Energy
Financial
Healthcare 0.3%
Services 8.3%
Technology 27.12%
Transportation
Utilities 10.73%

42 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALL CORP COM 83,439 9,666 13.10 1,000,472
WATTS WATER TECHNOLOGIES INC CL A 82,141 16,128 24.43 1,306,306
PENTAIR PLC SHS 65,431 13,690 26.46 970,936
XYLEM INC COM 61,305 5,331 9.52 1,650,215
TRIMBLE NAVIGATION LTD COM 52,328 12,484 31.33 1,603,676
CLARCOR INC COM 50,290 4,078 8.82 780,660
CALIFORNIA WTR SVC GROUP COM 48,399 9,508 24.45 2,043,020
ITRON INC COM 45,888 932 2.07 1,111,634
ROPER INDS INC NEW COM 44,284 5,238 13.41 300,987
DANAHER CORP DEL COM 42,364 3,160 8.06 551,039
AMERICAN WTR WKS CO INC NEW COM 41,522 2,850 7.37 844,981
BORGWARNER INC COM 39,907 3,010 8.16 662,904
SMITH A O COM 38,213 19,983 109.62 778,741
CLEAN HARBORS INC COM 36,469 -17,016 (31.82) 656,397
AGILENT TECHNOLOGIES INC COM 34,341 11,134 47.98 586,023
TETRA TECH INC NEW COM 33,479 8,450 33.76 1,302,673
VALMONT INDS INC COM 31,929 6,237 24.28 231,400
LKQ CORP COM 30,428 -7,119 (18.96) 1,088,657
STERICYCLE INC COM 27,377 4,819 21.36 233,768
PERKINELMER INC COM 27,037 -1,233 (4.36) 605,260


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